AdvologixPM and NetDocuments integrate seamlessly together. You can view NetDocuments contents "in context" with your matters as well as create NetDocuments workspaces directly from Advologix. These instructions give you the ability to set up the integration, and it’s easy. Advologix and NetDocuments work closely together on this capability. If you have any problems, please call either of our support teams and we will work with you to enable these features.
AdvologixPM + NetDocuments
With the Advologix and NetDocuments integration you can:
- Use the NetDocuments Viewer (Visual Force Page) to view Matter documents in context with the matter you are viewing
- Use the Open NetDocs button to open a full page NetDocuments workspace view directly in Advologix
- Use the Add To NetDocs button to automatically create workspaces in NetDocuments for Matters in Advologix that do not have a workspace created already.
- Your Advologix and NetDocuments support teams are eager for this capability to work well for you. If you have any questions about configuring Advologix specifically, please email [email protected].
- If you have any questions specific to configuring any part of your NetDocuments system, please contact NetDocuments support directly. They can also be reached via email at [email protected].
- Use the link below to install the netdocuments package to support the integration with them.
https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04tA0000000Ec1W
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Before proceeding to Installation link - Check in All Tabs to see if NetDocuments is already installed. If it is skip to configurations steps.