NetDocs is a leading secure cloud-based content management software designed for legal, financial, and accounting professionals. It provides user-friendly features and an intuitive interface to securely organize, store, and collaborate on documents.
This article will guide you on how to initiate comparisons by selecting documents from NetDocuments, and how to preserve these comparison exports as outputs within NetDocuments.
Please note: In order to use the features outline in this article, you must first:
- Confirm your System Administrator has added the Draftable Compare external app to your NetDocuments Admin Console, and
- Have enabled the NetDocuments integration in your Draftable Settings and via ND Office.
Selecting input files from NetDocuments to start a comparison
- Within the Draftable Legal New Comparison Window, click NetDocuments
- This will launch a NetDocuments file explorer, where you can navigate to the file(s) you wish to compare
- Navigate to your desired matter location and click on the document you wish to load. Once the document is highlighted click on Select
- If you would like to load a specific version of a document, simply use the checkboxes under the VERSIONS tab in the right-hand pane. One the version(s) are highlighted, click Open
- Once selected, the input document(s) will appear in the New Comparison Window. You can repeat this process (1-4) for the newer document. If you need to switch the order of the documents loaded, you can use the two arrows icon in the top-center of the window
- Once both documents have been loaded, select your Comparison Type from the drop down menu.
- Start your comparison by clicking Compare
Saving comparison outputs to NetDocuments
- First, in the New Comparison Window ensure the Redline Comparison Type has been selected
- Once the comparison is ready, the Comparison Viewer will appear
- Select the save to NetDocuments option on the right-hand pane of the comparison window to view save options. Please select from the following:
Redline PDF: This saves into a .pdf file where all changes are marked or "redlined" over the base document. This layout allows for easy visual comparison between the original and new versions of the document.
Changed Pages PDF: This is similar to the Redline PDF, but it only includes pages where changes have occurred. This is a useful feature if you're dealing with lengthy documents and you want to focus just on the pages with modifications.
Word with Track Changes: This saves into a .docx file with all updates embedded as 'Tracked Changes' in Microsoft Word. This is useful for further editing or reviewing in Word, as you can accept or reject changes individually and keep a record of who made what changes and when.
- A NetDocuments ‘Save As’ window will now appear. From here you have the option to edit the file metadata, as well as specify the save type:
Save to NetDocs (as a new file): When saving to NetDocs, this will create a new document in an existing matter. If you wish to save as a new file, simply progress to step 5.
Save to NetDocs (as a new version): When saving to NetDocs, this will create a new version of an existing document within NetDocs. If you wish to save as a new version, select the ‘Save as new version’ checkbox.
- Enter the relevant details and select ‘Save’. Your document has now been saved to NetDocuments