NetDocuments: SetBuilder, A Comprehensive Guide
NetDocuments is a cloud-based document management system that allows users to create, store, and share documents securely. One of the most useful features of NetDocuments is SetBuilder, which allows users to organize and share documents in a structured manner. In this article, we will provide a comprehensive guide on how to use NetDocuments SetBuilder.
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What is SetBuilder?
SetBuilder is a feature of NetDocuments that allows users to create sets of documents that can be shared with others. Sets can be created for a variety of purposes, such as for a project, a client, or a specific matter. Sets can be organized in a hierarchical structure, with sub-sets and documents nested within them.
How to Create a Set
To create a set in NetDocuments, follow these steps:
- Log in to your NetDocuments account.
- Click on the "New" button in the top left corner of the screen.
- Select "Set" from the dropdown menu.
- Enter a name for your set and click "Create."
How to Add Documents to a Set
Once you have created a set, you can add documents to it by following these steps:
- Click on the set you want to add documents to.
- Click on the "Add" button in the top left corner of the screen.
- Select "Document" from the dropdown menu.
- Choose the document you want to add from your NetDocuments account.
- Click "Add."
How to Share a Set
To share a set with others, follow these steps:
- Click on the set you want to share.
- Click on the "Share" button in the top right corner of the screen.
- Enter the email addresses of the people you want to share the set with.
- Choose the level of access you want to give them (view, edit, or manage).
- Click "Share."
Best Practices for Using SetBuilder
Here are some best practices for using NetDocuments SetBuilder:
- Use a consistent naming convention for sets and documents to make them easy to find.
- Use sub-sets to organize documents into logical groups.
- Use tags to further categorize documents within a set.
- Regularly review and update sets to ensure they remain relevant and up-to-date.
Conclusion
NetDocuments SetBuilder is a powerful tool for organizing and sharing documents in a structured manner. By following the steps outlined in this guide and implementing best practices, you can make the most of this feature and streamline your document management processes.
Contact training@mcleod-law.com for additional information and training.