This integration allows you to quickly access and review
any documents stored in your NetDocuments account,
and link them to specific clients and matters in Bill4Time.
Getting Connected is Easy Inside of Bill4Time
NetDocuments accounts are quickly and easily connected within the Bill4Time system.
From the user drop down, go to your system settings. Choose the document storage tab, then select NetDocuments as your file
storage of choice.
Linking and Unlinking Documents
Connecting documents between platforms is simple and quick. Simply choose
the Bill4Time client and matter and link it to the NetDocuments instance. Unlinking is just as easy.
Full or Compact View
The ability to choose between the views is unique to our integration with NetDocuments.
The Full View option brings all the functionality of NetDocuments, including search, upload and account management.
The Compact View focuses the view on the documents grid.
What Do I Need to Activate this Integration?
You’ll need to have an account with Bill4Time and a separate
subscription to NetDocuments.
If you want more information on their services,
you can go to www.netdocuments.com or you can send an email to info@netdocuments.com.
Security and Compliance as a Service
included in the integration is security and compliance provided by NetDocuments.
Rest easy knowing that your data is backed up, secured and proplerly regulated with NetDocuments' state-of-the-art
security infrastructure and comprehensive governance protocols.
See for yourself.
Try all the features for 14-days. FREE
