netDocShare Sync is designed to enable seamless synchronization of content across NetDocuments and the Microsoft 365 ecosystem. It supports synchronization at every level - entire cabinets, individual workspaces, folders and subfolders, and even specific files—giving firms complete control over how and where their content is synchronized.
Purpose of netDocShare Sync
The primary purpose of netDocShare Sync is to synchronize content between NetDocuments and Microsoft 365 services, including SharePoint, Microsoft Teams, OneDrive, and Network File Shares.
Organizations can configure one-way or bidirectional synchronization to ensure content remains accessible while maintaining governance and compliance.
Why Firms Are Choosing netDocShare Sync
Built for modern legal operations, netDocShare Sync goes beyond basic integration—delivering bi-directional, metadata-aware, and permissions-preserving (including Ethical Walls) synchronization across NetDocuments, SharePoint, Teams, OneDrive, and Network Shares.
Bi-directional or One-Way Sync
Full metadata and permission retention ensures your documents stay consistent across all platforms with complete fidelity.
Native Teams Channel Support
Seamlessly integrate with standard, private, and shared Teams channels for complete collaboration coverage.
Auto-Move with Links Preserved
Automatically migrate content from Teams/OneDrive to NetDocuments while maintaining all original links intact.
Linked Document Mode
Maintain a single source of truth in NetDocuments with intelligent linking that eliminates version confusion.
Move/Copy with DocID Retention
Preserve document identifiers and complete audit trails during all move and copy operations for compliance.
netDocShare Sync allows firms to synchronize a single file or an entire hierarchy of folders and subfolders within a cabinet or workspace. This granular approach ensures that only relevant content is synchronized, minimizing clutter while preserving folder structures, metadata, and document versions.
The key value proposition of netDocShare Sync lies in its ability to bridge NetDocuments with Microsoft 365. Content can flow seamlessly between systems, allowing users to collaborate in their preferred platforms while NetDocuments continues to function as the secure system of record.
Key Capabilities of netDocShare Sync
Core Synchronization Capabilities
Intelligent & Flexible Sync (Selective Sync by Timeframe)
Users can allow selective synchronization instead of copying everything. Firms can choose to sync only active matters or documents modified within a specific timeframe, (like the last 90 days) as a distinct, named capability.
Advanced Search-Based Sync (Major Enhancement)
Users can run advanced search across an entire cabinet to define sync criteria (e.g., "documents modified in the last 90 days") and use those search results as the sync source. This eliminates the need to manually select individual workspaces.
Dynamic Saved Search
Saved searches can now be updated dynamically. For example, a 'last 90 days' search will automatically adjust over time without manual intervention.
Metadata & Lookup Column Sync
netDocShare Sync supports syncing lookup columns such as client and matter metadata into SharePoint. This enables richer search and improves AI-driven insights. AI agents can reason not only on document content but also on structured metadata.
One-Way and Bidirectional Synchronization
Firms can configure netDocShare Sync for one-way or bidirectional synchronization. This flexibility ensures that content changes made in SharePoint, Teams, or OneDrive can automatically synchronize back to NetDocuments, or vice versa, depending on governance and operational needs.
NetDocuments as the System of Record
While Teams and SharePoint are optimized for collaboration, NetDocuments remains the firm's secure compliance and governance repository. netDocShare Sync ensures that content edited in collaborative platforms is synchronized back to NetDocuments for archiving, retention, and record-keeping.
Security, Governance & Access Control
netDocShare Sync ensures that document access is governed by NetDocuments and Microsoft 365 security policies. Permissions, access restrictions, and compliance controls are maintained throughout the synchronization process.
Modern Collaboration with Microsoft 365
Simplified Workflow (No Context Switching)
Users no longer need to create saved searches in NetDocuments and then switch back to the sync tool. Instead can perform searches, save them, and use them directly within the sync tool. This simplifies the entire workflow and improves usability.
Collaboration Starts in Teams and SharePoint
Modern collaboration often begins in Microsoft Teams and SharePoint, especially for external collaboration. netDocShare Sync, combined with the netDocShare Teams app, brings NetDocuments content directly into Teams, eliminating the need for users to switch between platforms.
Eliminating the "Toggle Tax"
By surfacing NetDocuments content inside Teams, netDocShare Sync eliminates productivity loss caused by switching between applications. Users can view live NetDocuments content or initiate a Quick Sync to bring specific files into Teams for co-authoring using native Microsoft 365 tools.
Automated Sync During Teams Provisioning
Administrators can preconfigure synchronization jobs when provisioning Teams. This ensures content from a NetDocuments workspace is automatically synchronized to the corresponding Team.
Internal Content Mobility & Reorganization
NetDocuments to NetDocuments Content Movement
netDocShare Sync enables content movement within NetDocuments. Firms can move or copy content between repositories, cabinets, or workspaces.
Modernization & Migration
Automation with Power Automate
We now support creating sync jobs through Power Automate. The system can automatically detect new workspaces and create corresponding sync jobs. This eliminates manual effort and significantly reduces IT overhead.
Network Share Migration
netDocShare Sync supports migration from traditional network file shares into SharePoint and Microsoft Teams.
Migrating Inactive Matters to SharePoint or Teams
Firms can permanently move inactive matter content including files, folders, and metadata from NetDocuments to SharePoint or Teams.
Optimizing NetDocuments Premium Storage
Older or inactive matter workspaces can be fully migrated to reduce premium NetDocuments storage consumption.
Backup with SharePoint & Continuous Access
netDocShare Sync can back up NetDocuments content to SharePoint, ensuring continued access during temporary NetDocuments unavailability.
Flexible User Workstyles & Productivity
Enabling User Behavior Flexibility
Users can work in platforms they prefer while netDocShare Sync maintains synchronization and compliance.
Personal Workspace Synchronization with OneDrive
Synchronization between NetDocuments personal workspaces and OneDrive for cross-device access.
Offline Access & Portability for Attorneys
Work offline or while traveling with automatic re-sync when connectivity is restored.
Corporate & Cross-Functional Collaboration
Corporate Legal Collaboration
Enables collaboration with internal stakeholders without NetDocuments licenses.
Eliminating Email-Based Collaboration Risks
Prevents version sprawl and security risks from email attachments.
External & Client Collaboration
External Client Collaboration Using SharePoint Extranets
Secure client portals synchronized with NetDocuments.
External Collaboration Using Microsoft Teams Shared Channels
Secure collaboration using Teams shared channels.
Bidirectional Sync for Client Editing & Version Control
Client edits synchronize back to NetDocuments with versioning and audit trails.