For firms wishing to use NetDocuments for document management, Centerbase now offers an easy to connect integration with NetDocuments. From the System Settings > NetDocuments tab, users can easily connect their NetDocuments and automatically create workspaces based on existing matters in Centerbase.
Once connected, NetDocuments may be accessed via the defined workspace linked items (generally Clients and Matters). A NetDocuments tab will appear on the record, opening a direct view into the NetDocuments workspace.
It is strongly encouraged that firms reach out to Centerbase before attempting to turn on the integration as an implementation process will need to be followed to ensure everything is set up correctly.