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Export files and lists to NetDocuments
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Written by Legatics Support
Updated over 2 months ago

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Export files from Legatics to NetDocuments

You can export your files from Legatics to NetDocuments by following these steps:

  1. Click the "Export files" button then choose what you want to export from the list.

  2. Select an option, the columns you want to include then in the "Location" section, select the "NetDocuments" then click "Export".

  3. Choose your preferred location to save the file on the right side of the page, then click "Continue.". (You can navigate through cabinets, your favourite or recent workspaces to find your preferred location.)

  4. When you select the save location, you will be asked to add any document profile information. These fields (required) such as the Document name, Client, Matter etc, will be marked with an asterisk. After completing them, click "Save as a new document here."

    (Please note that these fields are configured by your NetDocuments admin so they might be different to the example below.)

  5. Your file export is complete!


Export lists from Legatics to NetDocuments

  1. Click on the "Export list" button the select from the following options.

  2. Select an option, the columns you want to include then in the "Location" section, select the "NetDocuments" then click "Export".

  3. Choose your preferred location to save the file on the right side of the page, then click "Continue.". (You can navigate through cabinets, your favourite or recent workspaces to find your preferred location.)

  4. When choosing the save location, you’ll need to enter document profile information. Required fields, such as Document name, Client, and Matter, will be marked with an asterisk. After filling these out, click 'Save as a new document here.'

    (Note: The required fields may vary, as they are configured by your NetDocuments admin.)

  5. Your file export is complete!


Related articles

  • 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

  • Upload from NetDocuments to table importers (Word/Excel)


If you have any further questions please get in touch with us at support@legatics.com.

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