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Upload from NetDocuments to Excel table importer
You can use the Excel import tool in Legatics to upload an Excel file from NetDocuments by:
From the navigation menu, select "Import" then choose "Excel."
Click the "Upload from NetDocuments" button.
Select the relevant file in your NetDocuments environment then press "Upload".
Edit your checklist before importing it to your matter (see this support article for more details on making edits). Once you are happy with the changes, click "Continue."
Your Excel import from NetDocuments has been successfully completed.
Upload from NetDocuments to Word table importer
You can use the Word table import tool in Legatics to upload a Word file from iManage by:
In the navigation menu click "Import" then select "Word table".
Click the "Upload from NetDocuments" button.
Choose the file you wish to import from your NetDocuments environment and then click "Upload."
Modify your checklist before importing it into your matter (refer to this support article for detailed editing instructions). When you’re satisfied with the changes, click "Continue."
Your Word import from NetDocuments has been completed successfully.
Related articles
Export files/lists to NetDocuments
NetDocuments overview
How to upload/save a new version of a file to Legatics from NetDocuments
Upload/Save a new version of a file to NetDocuments
If you have any questions or need further help, please email us at support@legatics.com.