Integrations

NetDocuments Integration

NetDocuments integration connects your firm's document management system to August, if your firm has it enabled. Import documents into a project from the folders page, ask Assistant to find and read documents in your cabinets, and save work back to NetDocuments with your approval.

What this integration does

  • Import documents: pick documents in NetDocuments' own picker and bring them into an August folder.

  • Search and browse from a chat: Assistant lists your cabinets, searches by name, content, creator or modifier, dates, file type, checkout status, and your firm's custom profile fields, and browses folders and workspaces.

  • Open a specific document: give Assistant a document number or a NetDocuments link, and it looks the document up directly, including earlier versions.

  • Save work back: file an August document in NetDocuments, add a new version, update a document's name or profile fields, check documents out and in, create folders, or delete items. Every change pauses for your approval first; see Tool Approval in Assistant Chat.

Setup requirements

You connect with your own NetDocuments login, and August sees only the cabinets and documents your NetDocuments account can access. NetDocuments is rolling out gradually, so if it isn't listed under My profile > Integrations, ask your firm admin whether it's enabled for you.

We connect to the NetDocuments region your firm is hosted in. If your firm's NetDocuments account is outside the US and the connection fails, contact us so we can set the right region.

Connect NetDocuments

Connect once so Assistant can search and save to NetDocuments on your behalf.

  1. Open the account menu (your name in the sidebar) and select My profile.

  2. Select the Integrations tab.

  3. Click Connect next to NetDocuments.

  4. Sign in to NetDocuments and approve the access August requests.

You can also connect from the chat composer's Integrations menu. Each person has one NetDocuments connection: connecting again replaces the existing one. Click Remove on the account to disconnect.

Import documents from NetDocuments

Importing makes a copy of each document in August, so you can attach it to chats, run Tabular Reviews, and cite it. You need edit access to the August folder you import into.

  1. On a project's folders page, click Import and choose NetDocs.

  2. In the NetDocuments picker, sign in if asked, then select the documents you want.

  3. Choose the August folder to import into, then confirm the import.

If you close the folder choice without picking one, August still imports the documents into a new, dated folder that you can rename or move later. When some documents fail, August tells you how many were imported and which ones didn't make it.

Imported documents are copies and don't update when the original changes in NetDocuments. Import again to pick up a newer version.

Use NetDocuments in a chat

Turn on NetDocuments in the composer's Integrations menu, then ask in plain language, for example "find the latest engagement letter for the Acme matter in NetDocuments" or "open document 4821-7730-1215 and summarize the indemnity clause."

Assistant can read a document just for the current answer, or import it into August when you'll come back to it or want it cited. Documents larger than 50 MB can't be imported from a chat.

For a named document, give Assistant its name, document number, or NetDocuments link. NetDocuments search matches keywords and profile fields rather than meaning, so a topic search can return related documents instead of the one you want.

Security and privacy

  • No passwords stored: you sign in on NetDocuments' own page, so August never receives your NetDocuments password.

  • Your own permissions: the connection acts as you, and NetDocuments enforces your existing access on every request.

  • Deletes aren't permanent: deleting from August moves the item to NetDocuments' Deleted Items. Deleting a folder unfiles its documents rather than deleting them.

See Security and Privacy Overview for how we protect your data.

Troubleshooting

I don't see NetDocuments as an integration option

NetDocuments is enabled per firm while it rolls out. Ask your firm admin to confirm it's enabled for you.

The import picker says "ND Connect is not available"

August couldn't load the NetDocuments picker for your firm's region. Contact us with your firm's NetDocuments region.

Assistant can't find a document I know exists

NetDocuments search runs on its cloud index, so a document you just uploaded or changed can take time to appear, and files that exist only in a local ND Echo copy can't be searched. Give Assistant the document number or link to look it up directly, and confirm in NetDocuments that your account can open it.

Was this helpful?
Was this helpful?