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Below are some of the most frequently asked "How-To" questions that NetDocuments Support receives from customers. You will find links to relevant Help or KB articles for each question. 

How do I give an external user access to one or more workspaces (matters)?

https://support.netdocuments.com/hc/en-us/articles/205218900-Giving-Clients-External-Users-access-to-a-Workspace

How do I restrict an Internal User to see only a few workspaces (matters)?

https://support.netdocuments.com/hc/en-us/articles/205219540-How-do-I-restrict-an-Internal-User-to-see-only-one-workspace-Matter

How do I hide only one workspace (matter) from an Internal User?

https://support.netdocuments.com/hc/en-us/articles/205219530-How-do-I-hide-only-one-workspace-Matter-from-an-Internal-User

A user changed their last name. What do I need to change in NetDocuments?

https://support.netdocuments.com/hc/en-us/articles/205219080-Usernames-Account-Names-and-Authors

A client changed their name. How do I change the name of their workspace?

https://support.netdocuments.com/hc/en-us/articles/205219110-How-do-I-change-the-name-of-a-workspace-Client-Matter

I want to share documents with someone. What methods does NetDocuments have?

https://support.netdocuments.com/hc/en-us/articles/205218150-Sharing-Methods-in-NetDocuments

I have a large number of folders and documents that I need to import (upload) into NetDocuments. What is the best method?

https://support.netdocuments.com/hc/en-us/articles/205220090-Mass-Import-Utility

https://support.netdocuments.com/hc/en-us/articles/205219990-Folder-Import-Tool

I want to import (save) email messages into NetDocuments from Outlook. How can I do that?

https://support.netdocuments.com/hc/en-us/articles/205217760-Ways-to-Add-Emails

I use a basic folder structure, but I want to start using workspaces. How do I make the switch?

https://support.netdocuments.com/hc/en-us/articles/205218920-How-do-I-switch-from-Folders-to-Workspaces

I bought a new computer and want to set it up to use NetDocuments. What do I need to do?

See our User Workstation Setup Guide

How do I change the profile of multiple documents at once?

https://support.netdocuments.com/hc/en-us/articles/205218110-Mass-Profile-Change

How can I tell how many documents I have in NetDocuments? Or how much storage space is being used?

https://support.netdocuments.com/hc/en-us/articles/205219550-NetDocuments-Storage

Didn't see your question here? Ask us a question in the comment box below, or submit a request at the top of the page. 

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