Frequently Asked Questions

netDocShare is an enterprise integration platform designed for law firms and legal teams. It enables live viewing, editing, adding, syncing, searching, and provisioning of NetDocuments content directly within Microsoft SharePoint, Microsoft Teams, OneDrive, and web applications; without leaving Microsoft 365.

It is designed for law firms, corporate legal departments, Fortune 100 General Counsels, and government agencies that use NetDocuments as their DMS and Microsoft 365 as their collaboration platform. It is trusted by 50+ global law firms.

No. NetDocuments remains the single system of record. netDocShare provides live, permission-driven access to NetDocuments content across Microsoft 365 platforms without duplicating data or creating local repositories.

netDocShare is developed and offered by KL Software Technologies, Inc. (KLoBot Inc.), an independent technology partner of NetDocuments, headquartered at 60 Park Pl, Suite 204, Newark, NJ 07102, USA.

Yes. KLoBot Inc. is ISO 27001:2022 certified, validating its commitment to security, privacy, and compliance standards.

netDocShare integrates with SharePoint Online (SharePoint 2013/2016/2019 on-premises), Microsoft Teams, OneDrive for Business, and Microsoft Office apps (Word, Excel, PowerPoint).

You can install the Teams app by pinning it to the Microsoft Teams Navigation bar. For SharePoint, add it to a SharePoint page or web application page. It is also available on Microsoft AppSource.

Visit www.netdocshare.com , email contactus@netdocshare.com, or call +1 (201) 743-8550. You can also schedule a 30-minute demo via this link https://calendly.com/ragav/30min

It provides secure, permission-driven access. All content visibility is strictly governed by the user's native NetDocuments permissions — users can only see what they are authorized to access in NetDocuments.

The suite includes: SharePoint App, Teams App, Sync App, Provisioning App, Co-authoring App, Hybrid Search App, Content Browser App, Attach App, Admin App, ndThread App, and ndTasks App.

Users can browse content through Tree View, Folder View, Metadata Folders, Category Folders, and Saved Search Folders all within SharePoint or Teams interfaces.

Users can: Edit Profile, Preview Document, View in Browser, Check Out, Co-author, Check In, Download, Rename, Delete, Lock Version, Get Secured Link, Email Link, Follow, Create a New Version, and add Margin Notes.

Normal View (folders/workspaces), Recent Documents View (recently accessed or edited), Favorites View (starred documents/folders), and Go to Client/Matter View (navigate directly to a specific workspace).

It embeds NetDocuments content directly into SharePoint pages using configurable web parts. Users can live-view, edit, and add content from NetDocuments workspaces and folders within SharePoint intranets and extranets.

Simply add the netDocShare app to a SharePoint page or web application page to view NetDocuments content stored in Cabinets, Workspaces, Folders/Sub-Folders, CollabSpaces, Saved Searches, and Filters.

Yes. Users can easily add netDocShare WebParts on both modern and classic SharePoint pages.

It is a feature of the SharePoint App that integrates NetDocuments search into SharePoint's search experience, allowing users to query across both SharePoint and NetDocuments simultaneously, including metadata and document content.

You can view results in separate, hybrid, SharePoint-only, or NetDocuments-only views.

Yes. Advanced filters help refine results, and the interface can be integrated into SharePoint or enhanced with a dynamic search extension. It also supports querying across multiple folders and workspaces simultaneously.

Yes, it provides inline previews for PDFs and text files.

Yes, it integrates with Microsoft Q&A for contextual insights within SharePoint.

It is a Generative AI-powered app that allows users to live-view, add, and edit any NetDocuments content and ndThread directly in Microsoft Teams as a personal app, Team Channel Tab, 1-1 Private Chat, or Teams Meeting tab.

Yes. It is the only highly approved third-party app for NetDocuments content in Microsoft Teams and is available on Microsoft AppSource.

Users can reference and insert document cards from NetDocuments into Teams Posts, share content across Team Channel Posts, 1-1 Private Chats, and Teams Meetings, and co-author documents in real time within Teams.

It enables saving and archiving Teams conversation threads including attachments directly to NetDocuments, supporting compliance and governance requirements

Yes. Advanced search capabilities allow you to find and share specific NetDocuments content directly from Teams Channel Chats and Channel Tabs.

Search & Filter, Quick Sync (sync changes with a single click), Export Structure (export folder structures), Download & Post (download or share files directly in Teams), Column Property Customization, Sort Columns, and a Refresh feature for real-time document version updates.

Yes. Files can be seamlessly synced between NetDocuments and Microsoft Teams Channels in both directions, ensuring content stays current and accessible.

Yes. Users can select which column properties and metadata to display, and sort columns to suit their workflow.

netDocShare Sync app enables seamless, bidirectional or one-way sync between NetDocuments and Microsoft 365 services including SharePoint, Microsoft Teams, OneDrive, and Network File Shares.

Sync can be configured at the level of entire cabinets, individual workspaces, folders and subfolders, or even specific files giving firms granular control over scope.

Yes. Sync supports full metadata sync (NetDocuments Profile fields to SharePoint columns) and permission sync including NetDocuments Security Policy Manager (SPM) and ethical wall alignment, preventing unauthorized access to synced content in SharePoint.

Firms can configure sync to only include active matters or documents modified within a specific timeframe (e.g., last 90 days) rather than syncing everything. Dynamic Saved Searches auto-adjust over time without manual intervention.

Users can run an advanced search across an entire cabinet to define sync criteria and use those results as the sync source, eliminating the need to manually select individual workspaces.

netDocShare Sync proactively detects SharePoint path length limits and filename character violations before sync begins, automatically normalizes or truncates filenames, and preserves the original NetDocuments filename in a dedicated SharePoint metadata column.

It maintains a single source of truth in NetDocuments by syncing documents as intelligent links rather than copies, eliminating version confusion across platforms.

Yes. Document identifiers (DocIDs) and complete audit trails are preserved during all move and copy operations, supporting compliance requirements.

Yes. Sync supports creating sync jobs through Microsoft Power Automate, including automatically detecting new workspaces and creating corresponding sync jobs to reduce manual IT overhead.

The Sync Admin desktop app synchronizes SharePoint Server document libraries to NetDocuments. The Sync OneDrive desktop app synchronizes OneDrive personal libraries with NetDocuments. The Sync SharePoint Extension initiates quick sync from SharePoint. The Sync Teams Extension enables quick sync from within Teams.

Sync can back up complete NetDocuments workspaces or only recently modified files, enabling document access during NetDocuments service outages. It supports smart archiving (moving inactive matter documents from NetDocuments to SharePoint) and disaster recovery planning.

It automates the entire lifecycle of Microsoft Teams, SharePoint sites, channels, tabs, and sync jobs. Provisioning is template-based, tied to matter or client onboarding workflows, and fully auditable with central governance.

Yes. It can automatically create Teams, internal and shared channels, SharePoint sites, NetDocuments tabs, and associated sync jobs using predefined templates; triggered by attorney, assistant, or intake team requests.

Yes. It supports bulk creation, updating, or deletion of multiple Teams and Channels simultaneously for large-scale deployments.

Admins review and approve requests for new Teams through the provisioning app before the automated setup begins, maintaining governance and control.

Yes. It can create secure SharePoint Extranet sites with pre-configured NetDocuments sync settings for external client collaboration.

It creates secure SharePoint Extranet sites for external users and supports shared Teams channels using Microsoft Entra B2B direct connect, with documents synced to NetDocuments for centralized governance.

Yes. NetDocuments and 3rd-party walls inherited from NetDocuments are applied to Microsoft Teams and SharePoint during provisioning, maintaining access controls and safeguarding sensitive data.

Yes. It includes REST API support and integration with Microsoft Power Automate, enabling custom workflows and automated provisioning across thousands of Teams and Channels.

Yes. It is hosted on Microsoft Azure for high availability, scalability, and minimal maintenance overhead.

Yes. Microsoft Planner tabs can be automatically added to Teams Channels as part of provisioning templates for enhanced task management.

Yes. Teams, Channels, and Tabs can be archived into NetDocuments after collaboration concludes, ensuring proper content lifecycle management.

It enables multiple users to simultaneously co-author Office documents (Word, Excel — versions 2013 or later) stored in NetDocuments directly within SharePoint and Microsoft Teams, using native Office applications on their laptops.

Yes. Changes are tracked as part of NetDocuments' Document History, and bi-directional sync ensures both Teams and NetDocuments always reflect the latest version with detailed version histories.

Real-time co-authoring eliminates the need for manual document version management. Governance rules from NetDocuments are maintained, ensuring secure and compliant collaborative editing.

Yes. Offline content can be synced back to NetDocuments using the Quick Sync app.

It streamlines document review and contract creation, enables simultaneous multi-user editing, reduces review cycle delays, and ensures timely compliance, all without leaving Microsoft 365.

It allows users to look up and link NetDocuments documents within SharePoint Lists and Document Libraries, automating the creation of hyperlinks between platforms.

Individual documents, folders, and entire workspaces from NetDocuments can all be linked to SharePoint.

Yes. Users can select specific documents, entire folders, or workspaces to link, offering complete flexibility.

It automates the conversion of NRL links to active hyperlinks, ensuring compatibility with NetDocuments and reducing manual effort.

By automating the linking process between NetDocuments and SharePoint, it streamlines document reference management, improves cross-platform access, and reduces repetitive manual steps.

It enables developers to look up and reference any NetDocuments content sources within their .NET, PHP, Java, or Full Stack web applications.

It is a centralized management tool for administrators to enforce and manage netDocShare settings, and to enable, disable, or set default values for properties that can be modified by Page Admins in SharePoint WebParts or by users in Teams Channel Tabs.

ndThread is a discussion and collaboration tool for NetDocuments. Through netDocShare, ndThread can be accessed and managed directly within Microsoft Teams and SharePoint, enabling in-context conversations linked to matters and documents.

ndTasks brings NetDocuments task management into the Microsoft Teams environment, allowing legal teams to assign, track, and manage tasks without leaving Teams.

All content visibility is strictly permission-driven based on the user's NetDocuments access rights. Ethical wall alignment is enforced in SharePoint, and full audit trails are maintained for all sync and access activity.

Yes. NetDocuments Security Policy Manager (SPM) and third-party ethical walls (including Intapp Walls) are applied during provisioning and enforced across Teams and SharePoint.

Yes. Detailed audit trails of all sync activity are available for compliance review and forensic investigation, with structured log fields including error category, severity level, and timestamps.

Yes. netDocShare Sync can maintain synced copies of NetDocuments content in SharePoint, enabling staff to continue working during unforeseen NetDocuments service outages, with changes synced back once service is restored.

Yes. It can automatically move inactive matter documents from NetDocuments to SharePoint, optimizing NetDocuments storage while keeping older content accessible.

Three plans are available: (1) Standard — $1,800/month or $20,000/year for up to 500 users per tenant/farm. (2) Enterprise — custom annual pricing (call +1 201-743-8550 or schedule a call for details). (3) Teams App Pro — $6/user/month (annual commitment, minimum 5 users).

Up to 500 users per tenant/farm, support, hotfixes, upgrades, and auto-renewal. Pricing does not include one-time setup fees or applicable customization fees.

Enterprise includes: netDocShare Admin, Co-authoring, Teams App, ndThread integration, and ndTasks integration. Optional add-ons include Sync, Hybrid Search, Content Browser, and Attach. Includes support, hotfixes, upgrades, and auto-renewal.

Per-user pricing at $6/user/month on an annual commitment, with a minimum of 5 users. Covers one Microsoft Teams instance per Office 365 tenant.

Yes. The first year of basic technical support is included at no additional charge for all plans. Premium technical support is available for an additional fee.

Yes. Plans include up to 10 Sync Job Definitions. Additional job definitions can be purchased at extra cost.

Support includes access to the netDocShare knowledge base via https://netdocshare.com/documentation Premium customers also get live chat, telephone callback, and live meeting support.

It is cloud-based, hosted on Microsoft Azure, offering high availability, scalability, and minimal maintenance. Pre-configured templates and automated provisioning minimize setup time.

Yes. The netDocShare app can be used with SharePoint Online (Office 365) or SharePoint 2013, 2016, and 2019 on-premises environments.

Visit netdocshare.com. Schedule a 30-minute demo via https://calendly.com/ragav/30min , explore the product suite, download the brochure, or contact the sales team. The Teams app is also available to install directly from Microsoft AppSource via https://appsource.microsoft.com/en-us/product/office/wa200001619?tab=overview

netDocShare offers: FAQs (netdocshare.com/faq), product Videos, on-demand Webinars, a Blog, Case Studies, White Papers, Insights articles, Documentation, and Release Notes; all accessible from the Resources menu.

Visit netdocshare.com/partners or complete the partner interest form on the website with your company name, contact details, number of employees, and number of netDocShare implementations completed.