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Online Tours
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We have organized a series of quick online demos to introduce you to the vast array of features for all
types of organizations. Whether you are in legal, financial services, real estate, manufacturing or have a
need for more sophisticated document or email management needs with your Salesforce.com account,
NetDocuments can be customized to fit your business requirements. Let us know when you have questions
and please sign up for a 15 day free trial account to give it a test yourself.
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General Overview
Your quick, 15 minute overview of NetDocuments using a law firm to highlight the many document management
features including searching, ease of editing documents, integration with Microsoft Office applications,
and email capturing, etc.
View Demo
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Webinars
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Case Studies
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Brochures
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Live Demonstration
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Service Requirements
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Top 10 Why NetDocuments
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NetDocuments User Interface Quick Tour
This 4 minute tour shows you the basics of the NetDocuments user interface. Learn how to browse cabinets
& folders, use the toolbar, add the application integrations, access the administration pages, etc.
View Demo
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NetDocuments from LexisNexis Demo for Law Firms
Reduce your technology investment risk and operating costs while increasing the availability and security
of law firm documents with NetDocuments from LexisNexis. This fully featured document, e-mail and records
management service offers built-in extranet capability and disaster recovery, all hosted externally and
delivered via the Web as a service.
View Demo
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Small Business General Overview
If all you need is a virtual storage location for universal access and backup, check out this 10-minute
tour where small businesses from all types of industries can customize NetDocuments for your specific
business needs.
View Demo
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Email Management Service for Law Firms
As law firms must capture emails for matter centricity, apply retention policies, and manage their Exchange
servers, get the nuts and bolts in this 14-minute demo as to how NetDocuments EMS offers an elegant and very
simple-to-use approach for lawyers.
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Extranets for Law Firms
Share and collaborate with clients, partners and others in a secured, easy to create and use cabinet workspace.
Learn in this 15-minute demo why our customers have improved client loyalty and effectivenesss in multi-party
litigation and transactional-related matters.
View Demo
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Salesforce.com & NetDocuments
On-demand document management and CRM at its best. Learn in this 10-minute demo how NetDocuments can provide
you as a Salesforce.com customer all the storage you need plus a long list of features for security, full-text
searching, customer collaboration, email management—all integrated within Salesforce.com.
View Demo
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Salesforce.com & NetDocuments
Instructional video on setting up the NetDocuments integration with Salesforce.com.
View video
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Email Management with Salesforce.com
For Salesforce.com customers who need to control and archive their email and continue to have access to emails
while working on an opportunity, account or contact. NetDocuments utilizes the latest in integration capabilities
such as S-Controls, customer links, tabs, etc.
View Demo
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Adding NetDocuments Workspaces From Salesforce
This demo/installation guide covers the new Salesforce/NetDocuments integration features that will be in the R5 release of NetDocuments.
You can now quickly add NetDocuments workspaces straight from your Salesforce account. Furthermore, you can also add a new
NetDocuments workspace automatically every time you add a new account record in Salesforce.
View Video
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Scanning documents into NetDocuments
Learn about scanning documents directly into NetDocuments
View Demo
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