Creating and Working with NetDocuments Documents

Linking a New Matter to an Existing NetDocuments Workspace

In the left navigation, select
Matters > Create Matter
.
If you are not already signed in to NetDocuments, select the link at the top and enter your NetDocuments credentials.

Complete the remaining fields on page 1 of the New Matter page. Fields marked with an asterisk are required.
Field Help
Field	Definition
Firm Access	Internal Only Company users can access the matter. One firm (or multiple firms with a coordinating counsel). This is for when one firm is working on the matter, or multiple firms with one lead firm coordinate the other firms’ efforts. If you select this option, the lead firm will be the one who can enter any information that you’re requiring from your outside counsel, such as status reports and matter profile information. Also, the firms will know that other firms are participating in the matter. Multiple firms with no coordinating counsel. This is for when you have multiple firms working on a matter but no lead firm—and you don’t necessarily want the firms to know that there are other firms working on the matters. If you select this option, no one firm can enter status reports and matter profile information and you cannot require that type of information from your firms. Instead, company users will be responsible for the matter profile and status reports. Also, the firms will not know whether other firms are also working on the matter. note Changing this setting can cause some matter profile data to be cleared, including all firm matter participants, or require that you enter additional data.
Time-entry only	Check this box if you want this matter to be a time-entry only matter. Timekeepers use time-entry only matters to record time that was spent on matters or tasks outside of Tracker. note Each timekeeper needs to be invited to at least one Time-entry only matter. If timekeepers provide their time as a percentage, they must always allocate 100% of their time in the form provided. For this reason, Tracker Coordinators should invite each timekeeper to one or more Time-entry only matters. These special matters allow timekeepers to record the time that was spent on matters and tasks outside of Tracker.
Does this Matter belong to a Matter Group?	Select Yes if you are going to add the new matter to a matter group.
Limited Access Matter	If you need to strictly limit user access to a matter, such as with an HR dispute, you can designate the matter as a Limited Access matter. Only those users who are specifically added to this matter will have access. Only Company System Administrators can access limited matters. Matters are always private in the sense that only matter participants may view, but this selection makes the matter extra private. By selecting yes, even a matter participant’s delegate and those with special matter access cannot view the particular matter. Leave this option unchecked unless it is a particularly sensitive matter.
Matter Currency	Lets you select the currency type used for budgets and the like on this particular matter. Keep in mind that firms can still post invoices in any currency.
Create Linked Legal Hold Matter	Check this box if you are creating a matter that will linked to one of the legal hold partner products.
Is this matter connected to a High Q site?	Select Yes if this matter is linked to HighQ. You will be prompted to create a linked HighQ site or connect to a HighQ site that has already been created. note This option appears only if your organization is integrated with HighQ.
Click
Next
.
Next to
Do you want to link this matter to an NetDocuments Workspace?
, select
Yes
.
Select the
Connect to an existing workspace or folder
button.

Click
Select
. The list of your NetDocuments workspaces and folder opens.
The
Available workspaces and folder to connect
panel on the left shows the available workspaces and folders. Check the boxes next to workspaces you want to o connect to the matter.

Click the right arrow. The sites you select move to the
Connected workspaces and folders
box.
tip
If you want to disconnect a workspace from a matter, check the box next to the workspace in the
Connected workspaces and folders
box and click the left arrow.
Select the
Save
button.
Complete the remaining fields for the matter.
On the toolbar, select
Save & close
.

Working with Matters Linked to NetDocuments

In your matters list, a blue checkmark to the far right of a matter indicates that the matter is linked to NetDocuments.

Select the
View NetDocuments
button to open the NetDocuments workspace page.
Select
Manage linked NetDocuments
workspaces to open the matter's
Profile
tab in Legal Tracker.

Adding a NetDocuments Workspace

Open a matter linked to NetDocuments
(Matters
>
Matter List
in the left navigation).
On the
Profile
tab, select
Add or Remove NetDocuments workspaces
.
Select the
Create a new NetDocuments workspace
button.
In the
New workspace name
field, type a name for the new workspace.
Select
Add new workspace
.