Using NetDocuments Client & Matter Manager Apps

When you need to edit Clients and Matters within NetDocuments, using the apps to do so makes it quite easy. To access these apps, head to your NetDocuments Home page and select 'Apps' in the top left of the page

Depending on if you need to edit a full Client description or a Matter description, select either 'Client Manager' or 'Matter Manager'

Firstly, if you wish to change a Client Description, go into 'Client Manager', and input the Client Key, which is the numbers that precede all Clients and Matters, which is what NetDocuments use to Identify the workspaces. Once the Client ID has been input, you can input a Client Name and the App will change the Client Description to anything that you place within it.

If you wish to change a Matter Description, go into 'Matter Manager'. Once within the matter manager, input the Client and Matter IDs for the workspace you wish to rename, then place the new name you wish the matter to be within the 'Matter Name' field, and the app will change the name.