AdvologixPM

How do I configure Advologix to work with my NetDocuments workspaces?

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For NetDocuments integration to work immediately, you must be using the NetDocuments Client-Matter workspaces profile. By default, AdvologixPM uses the Account’s Account Number and the Matter's Matter Number fields to connect to NetDocuments workspace.

Setup Clients & Matters in NetDocuments

To set up your Clients and Matters in NetDocuments, if they DO NOT ALREADY EXIST
  1. Click on the Reports tab
  2. Select the the Matter Reports folder and click Go

Matter Reports

Click the "NetDocuments Matter/Client Codes" report.

NetDocuments Matter/Client Codes

Click the Export Details button and save.  Import this file to your NetDocuments account as appropriate to create workspaces.

Importing and configuring NetDocuments data is beyond the scope and responsibility of Advologix. You should ONLY do this step if you understand the ramifications and configuring NetDocuments and you are doing so at your own risk. Please contact your NetDocuments support team if you have further questions.

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