Wouldn't it be nice to be one click away from all the documents in all your cases/matters? With the latest improvements to NetDocuments, it is now even easier.
Make NetDocuments the central entry access point for all your paperless cases/matters by following these steps:
- Select Go to a matter in the upper right-hand corner of the NetDocuments home screen. Fill in the Client and Matter and select Go.
- Once the matter appears, click on the Favorite star to the left of the matter name in the upper left-hand corner.
- That's it! Now the case/matter will appear on your Home screen until you un-tag the