Icons & text

  • Training Manual

    A PDF copy of Optiable's Administrator Training Guide, the most comprehensive NetDocuments Admin guide out there, by Optiable, the experts in NetDocuments.

  • Training Video

    Video of NetDocuments Administrator Training that follows along with the Training Manual.

  • Course

    Interactive NetDocuments Admin Course that is more in-depth coverage of the materials in the Manual and Video.

Course curriculum

  • 1
    Module 1: Introduction
  • 2
    Module 2: Overview
  • 3
    Module 3: The Admin Console
  • 4
    Module 4: Information and Settings
  • 5
    Module 5: Users & Groups
  • 6
    Module 6: Security Center
  • 7
    Module 7: Profile Attributes
  • 8
    Module 6: Security
  • 9
    Module 7: Maintaining NetDocuments
  • 10
    Module 8: ndSync Management
  • 1.0 Intro 1.1 NetDocuments Administrator Training Video and Manual
  • 2.1 Resources 2.2 Admin Access
  • 3.1 The Admin Console
  • 4.1 General 4.2 Logo 4.3 Download Threshold 4.4 Allow documents to be moved to other repositories 4.5 Allow documents metadata update 4.6 Usage
  • 5.1 Adding a New User 5.2 Removing a User 5.3 How to Reset a User's Password 5.4 User Groups
  • 6.1 Data Loss Prevention (add on product) 6.2 Encryption Key Management (add on product) 6.3 FlexStore (add on product) 6.4 Advanced Authentication 6.5 Trust Services
  • 7.1 Overview 7.2 Adding a New Client 7.3 Adding a New Matter 7.4 Adding a New Document Type 5.5 Type 5.6 Closing Clients and Matters
  • 6.1 Cabinet Security 6.2 NetDocuments Security 6.3 Document Deletion 6.4 How to Reset a User's Password
  • 7.1 Rolling Back a Document 7.2 Download Threshold 7.3 Define Document Retention Policies 7.4 Activity Log
  • 8.1 Overview 8.2 User Accounts 8.3 Computer Access 8.4 Manage Devices

Course pricing