NetDocuments Integration

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NetDocuments Integration

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Access Rights

Access Profile | PM tab | Maintenance/Synchronization/Integration | NetDocuments Settings

R11818 - Access Rights

Exclusivity

Platinum

Single-Access Function

Non-Platinum

Single-Access Function

The NetDocuments Integration window is used to used to enable NetDocuments integration and controls how client information integrates with NetDocuments. Changes to these settings will affect all users. This tab will only be displayed if your access profile includes the NetDocuments Settings access right, or you have manager rights. The NetDocuments Integration windowcontains the following fields:

Application Access

Learn more about NetDocuments	Click the Learn more about NetDocuments link to open a NetDocuments information page in your default browser (Tabs3.com/NetDocuments).
Integration Status	The Integration Status field displays the current integration status. A status of “Authenticated” indicates that NetDocuments integration is currently enabled. A status of “Disabled” indicates that NetDocuments integration is currently disabled for the entire firm. A status of “Expired” means the firm’s login token has expired due to inactivity and therefore NetDocuments integration has been disabled for the entire firm.
Enable Access / Disable Access	Click the Enable Access button to enable integration with NetDocuments. A NetDocuments Firm login window will be displayed, allowing you to specify your NetDocuments credentials and enable the Tabs3 Software to access NetDocuments. Click the Disable Access button to disable NetDocuments integration for the firm.
Region	Select the NetDocuments region where your repository resides. The available options are United States, Europe, and Canada. Note: Most US-based firms will use the United States region; however, some firms may need to store documents in the European or Canadian regions.
Repository	Click the Repository button to open the Repository window and select the NetDocuments repository you want to integrate with. Note: If your firm has multiple NetDocuments repositories, Tabs3 Billing automatically selects the repository with the most cabinets when enabling integration for the first time.

Client Integration

Use separate Client and Matter fields in NetDocuments	Select this option if you have separate client and matter fields configured in NetDocuments. Note: When this option is selected, the Tabs3 Billing Client Name field will be mapped to the NetDocuments Client Description field and the Tabs3 Billing Work Description field will be mapped to the NetDocuments Matter Description field.
Client	Select the NetDocuments field that corresponds to the Client portion of the Tabs3 Billing Client ID field.
Matter	Select the NetDocuments field that corresponds to the Matter portion of the Tabs3 Billing Client ID field.
Combine Client and Matter fields in NetDocuments	Select this option if you have a single field for client and matter information configured in NetDocuments. Note: When this option is selected, the Tabs3 Billing Client Name and Work Description fields will be combined and mapped to the NetDocuments Description field.
Client ID	Select the NetDocuments field that corresponds to the Tabs3 Billing Client ID.
Advanced	Click the Advanced button to open the Advanced Options window. Note: The Advanced Options window is not accessible when Tabs3 Billing is configured for an Alpha Key Type.

Update NetDocuments

Sync Now

Click the Sync Now button to push all current client data to NetDocuments.

Note: Once NetDocuments integration is enabled, new client and matter information is automatically transferred to NetDocuments as records are added. Therefore, it is typically only necessary to use the Sync Now feature when configuring NetDocuments integration for the first time, or after an extended period when integration was disabled while clients and matters were added.

The Close button can be used to close the NetDocuments Integration window.

Note: PracticeMaster or PracticeMaster Basic must be installed in order to access the NetDocuments Integration window in Tabs3 Billing. For more information regarding PracticeMaster Basic, see Knowledge Base Article R11027, “Installing the Try Before You Buy PracticeMaster License.”