Creating a new Client and/or Matter

To add a new user in NetDocuments, go to the Home screen of ND, and find the panel in the top right that says 'Hi, (your name)'

Click it, then select 'Admin'

Once in the Admin Console, click on the button in the top left that appears as 3 vertical, parallel lines, and select the 'Profile Attributes' tab

Select Either Client or Matter from the List of Profile Attributes to begin.

Clicking on Client will bring you to the list of Clients within the Repository. To add a new Client, Click the 'Add Client' Button which will bring out the Add Client Menu.

Client Key: Enter in the desired Numbers or Letters to be the Key for the Client
Description: Enter the name of the Client itself.

Click Save when Complete.

Clicking on Matter will bring you to the list of Matters within the Repository. To add a new matter, Click the 'Add Matter' Button which will bring out the Add Matter Menu.

Client Key: Enter in the Key of the Client you wish to add the new Matter into, or click the three dots to open a list of Clients to search through to find the correct one.
Matter Key: Enter in the desired Numbers or Letters to be the Key for the Matter.
Description: Enter the name of the Matter itself.

Click Save when Complete.