What do you like best about NetDocuments?
1. The search function works very well.
2. It is relatively easy to save documents (but see below).
3. The compare function within NetDocs works well. You can still do it outside of NetDocs.
4. It is very easy to download attachments to emails. Review collected by and hosted on G2.com.
What do you dislike about NetDocuments?
The awkward:
1. It is a circuitous route to set up a new client and new matter. You will figure it out, but it was much easier in Worldox.
2. The help function is overly complicated.
The warnings:
1. They did not automatically set-up all of the sub-folders (levels 3, 4 and 5 of Worldox) for my clients. Just clients and matters. I had to get upset and push them to set up the subfolders, and it cost me a significant amount of additional money.
2. When they set up the subfolders, many did not have the common names given to them. Just the short name from Worldox.
3. Even though they didn’t give me the subfolders I created, they took it upon themselves to set up subfolders based on the document types specified in Worldox – email, corres, contracts, etc. The problem is that many lawyers did not carefully pick the types. So I have a lot of unnecessary subfolders
MAKE SURE YOU ARE VERY CLEAR IN TELLING THEM WHAT YOU WANT.
The bad:
1. As I note above, I have subfolders. However, I cannot figure out how to make more, to save documents to those subfolders or to open those subfolders except through a search.
2. Unlike Worldox, they could not set up something to delete emails from Outlook when you save them to NetDocs.
3. In order to have a cleaner looking page, the list of documents shows fewer at a time. Hate it.
4. The Doc Type folders they set up are worthless.
5. They do not provide much storage within the price quote. I am still unsure if the pricing will go up as I save more documents, or if I will need to download stuff from NetDocs to store it off-line.
6. Essentially no support. Review collected by and hosted on G2.com.
