Knowledge Center

Client Knowledge Center

Private IP Address (Local Network Address)

On Windows

  • Press Win + R, type cmd, and press Enter.
  • In the Command Prompt, type “ipconfig” and press Enter.
  • Look for the line under your active network adapter:
  • IPv4 Address — This is your private IP (e.g., 192.168.x.x or 10.x.x.x).

On macOS

  • Go to System Settings > Network.
  • Select your active network (Wi-Fi or Ethernet).
  • Your IP address will be displayed on the right (e.g., 192.168.x.x).

1. Suspicious Sender Address

  • Email comes from a domain that doesn’t match the organization (e.g., [email protected] instead of paypal.com).
  • Email display name may look familiar, but the address is slightly off.

2. Urgent or Threatening Language

  • Messages that pressure you to act quickly (“Your account will be locked in 24 hours”, “Immediate action required”).
  • Fear-based tactics to scare you into clicking or providing information.

3. Generic Greetings

  • “Dear Customer” or “User” instead of your actual name.
  • Real companies usually personalize messages.

4. Unusual Requests

  • Asking for login credentials, credit card numbers, or social security numbers via email or message.
  • Requests to download or open attachments unexpectedly.

5. Suspicious Links or Attachments

  • Hover over links: The displayed text and actual URL don’t match.
  • Links go to unrelated or misspelled domains (e.g., secure-microsoft-login.com instead of microsoft.com).
  • Attachments with strange extensions: .exe, .scr, .zip, .js, or unexpected Office files.

6. Spelling and Grammar Errors

  • Legitimate companies usually proofread their emails.
  • Poor grammar or odd phrasing is a red flag.

7. Too Good to Be True

  • Offers for large sums of money, prizes, or gifts with no context.

 

What to Do if You Suspect a Phishing Attempt

  • Do not click any links or download attachments.
  • Verify the sender through official channels (e.g., contact the company directly).
  • Report the message to your IT or security team.
  • Mark it as spam/phishing in your email client (e.g., Gmail, Outlook).
  • Delete the message after reporting.
  •  

My Drive is your personal space in Google Drive where you store and manage files and folders you own. You control access and can share items with others, assigning one of these permissions:

  • Viewer: Can only view.
  • Commenter: Can view and comment, but not edit or share.
  • Editor: Can edit, accept/reject suggestions, and share with others.

 

If you transfer ownership of a file, it’s removed from your My Drive. Files owned by others and shared with you will appear in your My Drive if they transfer ownership to you. Content in My Drive that you own counts toward your Google storage limit.

Shared Drives are team-based spaces where files are owned by the group, not individuals. This ensures continuity even if members leave. Shared Drives support detailed permission levels and are ideal for collaborative work.

Once added to a Shared Drive, it appears in your Drive sidebar beneath My Drive and above “Shared with me.”

Shared with me shows files and folders others have shared directly with you. You can’t move these items to My Drive, but you can create shortcuts for easier access. If your access is revoked, the shortcut will no longer work.

Gmail

  1. Open Gmail (https://mail.google.com) and log in with your account.
  2. Click the gear icon ⚙️ in the top right corner.
  3. Select “See all settings.”
  4. Scroll down to the “Signature” section under the “General” tab.
  5. Click “Create new” and give your signature a name (e.g., “Work Signature”).
  6. Enter your signature in the box (you can include text, links, images, formatting, etc.).
  7. Under Signature defaults, choose:
    • For new emails: select your new signature.
    • For replies/forwards: select your new signature or leave it blank if you prefer.
  8. Scroll to the bottom and click “Save Changes.”

Legacy/Classic Outlook

  1. Open Outlook (Desktop App).
  2. Go to the File menu in the top left corner.
  3. Click Options at the bottom of the left-hand menu.
  4. In the Outlook Options window, select Mail from the left panel.
  5. Click the Signatures… button on the right side.
  6. In the Email Signatures window:
    • Under Select signature to edit, click New.
    • Name your signature (e.g., “Work Signature”) and click OK.
    • In the Edit signature box, type and format your signature as you’d like.
    • You can include name, title, phone number, email, website, etc.
    • Use the formatting tools to change font, color, add a logo/image, etc.
  7. Set defaults under Choose default signature:
    • Choose your email account (if you have more than one).
    • Assign the signature for New messages and Replies/forwards if desired.
  8. Click OK to save the signature settings. 9. Click OK again in the Outlook Options window to close it.

New Outlook

  1. Open the New Outlook app on your Windows PC.
  2. Click the Settings gear icon in the top right corner.
  3. At the bottom of the settings pane, click Mail > then select Compose and reply.
  4. Under the Email signature section:
    • Type or paste your desired signature in the editor.
    • You can use formatting options (bold, italic, links, images, etc.) to style it.
  5. Set Defaults:
  6. Use the dropdowns below the editor to choose when to automatically apply your signature:
    • For new messages
    • For replies/forwards
  7. Click Save at the bottom of the settings pane

Gmail App

  1. Open the Gmail App on your Android or iOS device.
  2. Tap the three horizontal lines ☰ in the top-left corner.
  3. Scroll Down and Tap “Settings” (toward the bottom of the menu).
  4. Select Your Email Account (If you have multiple accounts)
  5. Tap “Mobile Signature” (Android) or “Signature Settings” (iOS)
  6. Enter Your Signature
  7. Type your desired signature. This will be used only when sending emails from the Gmail app on your mobile device. (Note: Formatting is plain text — no bold, links, or images.)
  8. Tap “OK” (Android) or Back to Save (iOS)
    • Once you’ve entered your signature, tap OK (Android) or go back (iOS) to save.

Outlook App

  1. Open the Outlook app on your Android or iOS deivce.
  2. Tap your profile icon (or the home icon with your initials or profile picture) in the top-left corner.
  3. Tap the Settings gear icon at the bottom-left of the sidebar.
  4. Scroll down and tap on Signature (under the “Mail” section). 5. You’ll see a text box where you can:
    • Edit or paste your custom signature.
    • If you have multiple accounts, tap Per Account Signature to customize signatures for each.
  5. Once you’re done editing, just tap “<” Back or close the app.
    • Your changes are automatically saved (no save button needed).

iOS Mail App

  1. Open the Settings App ⚙️.
  2. Scroll Down and Tap “Apps”
  3. Scroll Down and Tap “Mail” 4. Scroll Down and Tap “Signature”
  4. Choose Where to Apply the Signature
    • All Accounts: One signature used across all email accounts.

    • Per Account: Set a different signature for each email account.

  5. Enter Your Signature
    • Note: The iOS Mail app supports basic formatting like bold, italic, and underlined text (use the formatting bar that appears when you select text).
  6. Exit Settings to Save
    • Once you’ve typed your signature, just exit the Settings app. It saves automatically.

Windows and macOS

  1. Navigate to the Microsoft Office 365 portal at https://m365.cloud.microsoft/
  2. Sign in with your Microsoft 365 account.
  3. Click on Install and more (in the upper-right corner), then Microsoft 365 Apps from the drop-down menu that appears. Click on “Install Office” This will download the Office 365 Installer to your computer.
  4. Run the Office 365 installer.
    • If prompted, click Continue and Install.
    • If you encounter the error “Couldn’t Install Office,click Install 64-bit and the installation should continue.
  5. Once the installation is complete, Open Office 365.
  6. Sign in with your Microsoft 365 account.

Classic Outlook (Windows)

  1. Open Outlook on your computer.
  2. Go to File > Add Account.
  3. Enter your Microsoft 365 email address and click Connect.
  4. Enter your password (and approve MFA if prompted).
  5. Click Finish, then restart Outlook if necessary.

 New Outlook (Windows/Mac)
  1. Open the Outlook (New) app.
  2. Select Add account when prompted.
  3. Type in your Microsoft 365 email address and click Continue.
  4. Enter your password and approve MFA if required.
  5. Your mailbox will sync automatically.

 Outlook iOS app
  1. Download and open the Outlook app from the App Store.
  2. Tap Add Account.
  3. Enter your Microsoft 365 email address and tap Continue.
  4. Type your password and approve MFA.
  5. Your email, calendar, and contacts will appear.

 Outlook Android app
  1. Download and open the Outlook app from the Google Play Store.
  2. Tap Add Account.
  3. Enter your Microsoft 365 email address and tap Continue.
  4. Enter your password and approve MFA.
  5. Your mailbox will sync automatically.

 iPhone/iPad Mail app
  1. On your iPhone, go to Settings > Mail > Accounts > Add Account.
  2. Select Microsoft Exchange.
  3. Enter your email address, then tap Next.
  4. Tap Sign In (do not configure manually).
  5. Enter your password and approve MFA.
  6. Choose what to sync (Mail, Contacts, Calendars) and tap Save.

 Mac Mail app
  1. On your Mac, open System Settings > Internet Accounts.
  2. Click Add Account and choose Microsoft Exchange.
  3. Enter your Microsoft 365 email address and click Sign In.
  4. Enter your password and approve MFA.
  5. Select the apps you want to sync (Mail, Contacts, Calendar) and click Done.

 Outlook on the web (OWA)
  1. Open a web browser and go to: https://outlook.office.com.
  2. Enter your Microsoft 365 email address and click Next.
  3. Enter your password and approve MFA.
  4. Your mailbox will load in the browser.
  1. Go to https://outlook.office.com/mail/
  2. Log in using your full UO email address and password.
  3. In the top right corner, click on the gear icon ⚙.
  4. Click View all Outlook settings.
  5. Click Mail.
  6. Go to Junk email.
  7. Under Safe senders and domains, click +Add.
  8. Type in either the full email address ([email protected]) or just the domain of the sender (e.g., company.com) to allow all emails from that domain.
  9. Press the Enter key to submit the email address or domain to allow.
    • You can edit the email address or domain at any time by clicking on the Pencil icon.
    • You can delete an email address or domain by clicking the Trash can icon.
  10. Click the Save button in the lower right hand corner to save your changes.
  11. Click the X to exit back to your mailbox

In Classic Outlook

  1. Select File > Automatic Replies.
  2. In the Automatic Replies box, select Send automatic replies.
    • Optionally, set a date range for your automatic replies. This will turn off automatic replies at the date and time you enter for the end time. Otherwise, you’ll need to turn off automatic replies manually.
  3. On the Inside My Organization tab, type the response that you want to send to teammates or colleagues while you are out of the office.
  4. Select OK to save your settings.

 

Turn off automatic out-of-office replies

When classic Outlook is setup to send automatic replies, you’ll see a message under the ribbon with this information. Select Turn off to disable automatic out-of-office replies. If you want to modify the dates for your automatic reply or the message sent, use the steps above to modify your settings.

In New Outlook or Web Outlook

  1. On the View tab, select View settings in new Outlook​​​​​​​.
  2. Select Accounts > Automatic Replies.
  3. Select the Turn on automatic replies toggle.
  4. Select Send replies only during a time period, and then enter start and end times.
  5. Under Send automatic replies inside your organization, enter the message to send while you’re away.
    • Note: You can use the formatting options for text alignment, color, and emphasis.) To set up automatic replies to other people, select Send replies outside your organization, then add a separate message for that audience.
  6. When you’re done, select Save.

In Windows Outlook

  1. While composing a message, select the More options arrow from the Tags group in the Ribbon.
  2. Under Delivery options, select the Do not deliver before check box, and then click the delivery date and time you want.
  3. Click Close.
  4. When you’re done composing your email message, select Send.

After you click Send, the message remains in the Outbox folder until the delivery time.

If you decide later that you want to send the message immediately, do the following:

  1. Switch to the Outbox folder.
  2. Open the delayed message.
  3. Select the More options arrow from the Tags group in the Ribbon.
  4. Select More Options to set a delivery delay.
  5. Under Delivery options, clear the Do not deliver before check box.
  6. Click Close and send.

In macOS Outlook

  1. Select the icon next to the Send button in the upper-left corner, then select Schedule Send.
  2. A small dialog box will appear. Enter in the desired date and time, then select Send.
  3. The message will go to your Drafts folder and it will send the message at your appointed time.

If you decide later that you want to send the message immediately, do the following:

  1. Switch to the Drafts folder.
  2. Open the delayed message.
  3. Select the Send button.

In Web Outlook

  1. Select the small down arrow next to the Send button.
  2. The Schedule Send option will appear.
  3. Once Schedule Send is selected, choose the date and time you wish to send your message, then select Send.
  4. The message will appear in the Drafts folder of your account with the date and time attached to it.

If you decide later that you want to send the message immediately, do the following:

  1. Switch to the Drafts folder.
  2. Open the delayed message.
  3. Select the Send button.

Legacy/Classic Outlook

Steps for sharing a calendar

1. Open Outlook.

2. Click the Calendar icon in the lower left.

3. Select the calendar you want to share.

4. Click on the Calendar Permissions button on the top tool bar.

  • Alternatively, right click on the calendar you want to share and select Sharing Permissions.

5. Click the + button to add a User.

6. Search for who you would like to add, either by full name or username.

7. Click on the person you would like to add.

8. To change permission levels for the user you have selected, click on the dropdown menu at the bottom of the Calendar Properties window.

9. Click the Add button.

  • Repeat steps 4 through 8 to add additional users.

10. Click the Done button once you are finished.

Steps for adding a shared calendar

1. Open Outlook.

2. Click the Calendar icon in the lower left.

3. Click Open Shared Calendar on the top tool bar.

4. Search for the calendar you would like to add.

5. Click Open and the calendar will be added.

6. If nothing is showing up in the calendar, or you get any error messages, confirm that you have been granted permission from the owner.

New Outlook and Web Outlook

Steps for sharing a calendar

1. Open Outlook.

2. Click the Calendar icon in the lower left or the left hand side of the screen.

3. Hover over the calendar you want to share and click on the 3 dots.

4. Select Sharing and Permissions.

5. Enter an email address or the name of a contact.

  • To change permission levels for the user you have selected, click on the drop-down menu next to their name/email.

6. Click the Share button.

7. Repeat steps 4 through 6 to share to additional users.

8. Close the Sharing and Permissions menu when finished.

Steps for adding a shared calendar

1. Open Outlook.

2. Click the Calendar icon in the lower left or the left hand side of the screen.

3. Click the Add Calendar button.

4. Select Add From Directory.

5. Select the account you would like to add the calendar to from the drop-down menu.

6. Search for the owner of the calendar you would like to add.

7. Select which category you’d like to add the calendar to by selecting it from the drop-down menu.

8. Click the Add button and wait for the calendar to import.

8. If nothing is showing up in the calendar, or you get any error messages, confirm that you have been granted permission from the owner.

Automatic Access (if granted by Admin):

  1. Open Outlook.
  2. The shared mailbox should appear automatically in your folder list on the left.

Manual Add (if not showing):

  1. Click File > Account Settings > Account Settings.
  2. Select your account and click Change.
  3. Click More Settings > Advanced tab.
  4. Under Open these additional mailboxes, click Add.
  5. Type the name/email of the shared mailbox and click OK > Next > Finish.
  6. Restart Outlook. The shared mailbox will appear in your folder pane

In Microsoft Teams

  1. Open Teams through desktop, mobile, or web, and select the Calendar menu option.
  2. Select the + New meeting button in the upper-right corner
    • Add Title
    • Add Required attendees
    • Add Date and time
  3. Select Save to proceed.
  4. Once the time comes for your meeting, select the meeting, then Join to join the meeting.

In Outlook for Windows

  1. Open Outlook.
  2. Select the Calendar icon on the bar near the bottom of the screen.
  3. Select New Teams Meeting.
  4. This will Teams-enable your meeting, adding a link to your Teams meeting.

In Outlook Mac

  1. Open Outlook for Mac.
  2. Select the Calendar link on the bar near the bottom of the screen.
  3. Select New Event from the bar near the top of the screen.
  4. To Teams-enable your meeting, select the Teams Meeting toggle button in the Search for a room or location field. A Teams meeting link will appear in the meeting invite once you send it to any recipients.

In Web Outlook

  1. Open Outlook on the web.
  2. Sign in with your Microsoft 365 account.
  3. Select the Calendar link on the bar along the left side of the screen.
  4. Select New Event from the bar near the top-left corner of the screen.
  5. To Teams-enable your meeting, select the Teams Meeting toggle button in the Search for a room or location field. A Teams meeting link will appear in the meeting invite once you send it to any recipients.

If you receive a message saying “A mail merge is interfering with AutoSave. Please complete the mail merge.” when trying to turn on AutoSave in a Word document, follow these steps:

  1. Select the “Mailings” tab across the top.
  2. Select the “Start Mail Merge” button.
  3. Select the “Normal Word Document” button.
  4. Save the document.
  5. Turn on AutoSave.
  1. Open the affected Office application (e.g., Word, Excel).
  2. In the top-right corner, click the account button (it may show a picture, initials, or a generic person icon).
  3. Select “Sign Out” and confirm by clicking “Yes.”
  4. Once signed out, sign back in. A “Sign In” button should appear in place of the account button from Step 2.

Gmail iOS app

  1. Download/open the Gmail app from the App Store.
  2. Tap your profile picture (or Add another account).
  3. Select Google.
  4. Enter your Google Workspace email address and tap Next.
  5. Enter your password and approve MFA (if enabled).
  6. Tap Allow to give Gmail app access.
  7. Your inbox will load.

Gmail Android app

  1. Open the Gmail app on your device.
  2. Tap your profile picture (or Add another account).
  3. Select Google.
  4. Enter your Google Workspace email address and tap Next.
  5. Enter your password and approve MFA.
  6. Tap Allow to finish.
  7. Your emails will sync automatically.

iPhone/iPad Mail app

  1. On your iPhone, go to Settings > Mail > Accounts > Add Account.
  2. Select Google.
  3. Enter your Google Workspace email address and tap Next.
  4. Enter your password and approve MFA.
  5. Tap Allow to give Mail access.
  6. Choose what to sync (Mail, Contacts, Calendars) and tap Save.

Mac Mail app

  1. On your Mac, go to System Settings > Internet Accounts.
  2. Click Add Account and choose Google.
  3. Enter your Google Workspace email address and click Next.
  4. Enter your password and approve MFA.
  5. Tap Allow to give Mac Mail access.
  6. Select the apps you want to sync (Mail, Contacts, Calendar) and click Done.

Gmail via web browser

  1. Open a browser and go to: https://mail.google.com.
  2. Enter your Google Workspace email address and click Next.
  3. Enter your password and approve MFA.
  4. Your Gmail inbox will load in the browser.
  1. Open Gmail: Log into your account on a desktop web browser.
  2. Open Settings: Click the Settings gear icon ⚙️ in the top right corner of the screen.
  3. See All Settings: Click the See all settings button at the top of the quick settings sidebar.
  4. Find the Signature Section: Make sure you are on the General tab (it should open to this automatically) and scroll down until you locate the Signature: settings.
  5. Toggle the Option: Look directly underneath the signature text editor box. You will see a checkbox next to this exact phrase:
    “Insert signature before quoted text in replies and remove the “–” line that precedes it.”
  6. Check the Box: Click the checkbox to enable it.
  7. Save Changes: Scroll all the way to the bottom of the page and click the Save Changes button.
  1. Open Gmail on your desktop web browser.
  2. Click the Settings gear icon ⚙️ in the top right corner, then click See all settings.
  3. Stay on the General tab and scroll all the way to the bottom until you reach the Vacation responder section.
  4. Select Vacation responder on.
  5. Fill in your First day, Last day (optional), Subject, and your customized Message.
  6. (Optional) Check the box next to “Only send a response to people in my organization” if you do not want external vendors or clients receiving the notice.
  7. Click Save Changes.
  1. Open Gmail on your desktop web browser (Delegation cannot be configured from mobile apps).
  2. Click the Settings gear icon ⚙️ in the top right corner, then click See all settings.
  3. Click on the Accounts and Import (or Accounts) tab across the top menu.
  4. Locate the Grant access to your account section and click Add another account.
  5. Enter your coworker’s full company email address and click Next Step.
  6. Click Send email to grant access.

Note for the Delegate: The person you invited must open their own email inbox, look for the confirmation message, and click the activation link. It can take up to 24 hours for Google to fully process the access connection.

  1. Go to Google Drive (drive.google.com).
  2. Right-click on the specific file or folder you want to share, hover over Share, and select Share.
  3. To share with specific people: Type their email address into the “Add people and groups” box.
  4. On the right side of their name, use the dropdown to set their permission level:
    • Viewer: Can only look at the file.
    • Commenter: Can view and add comments, but cannot change the file content.
    • Editor: Can actively edit, change, delete, or re-share the file.
  5. To share via a link: Look under the General access section. Change it from Restricted to either [Your Company Name] (for internal sharing) or Anyone with the link (for external sharing). Set the permission tier accordingly.
  6. Click Send or Done.
  1. Go to Google Drive (drive.google.com).
  2. On the left-hand navigation sidebar, click on Trash.
  3. Scroll or use the search bar to locate the file or folder you accidentally deleted.
  4. Right-click on the file and click Restore. The file will instantly return to its original location.

Important Technical Note: Google Drive automatically empties the Trash folder and permanently deletes items after 30 days. If you deleted the file more than a month ago, please submit a high-priority ticket to our IT Support team so we can attempt an administrative backup recovery.

  1. Log into the Clio Manage website.
  2. Look at the very top header bar (next to the global search box). You will see the Timer icon actively running or flashing.
  3. Click the timer icon to open the menu, and click the red Stop (Pause) button.
  4. Clio will automatically generate a draft time entry window. Do not click save yet.
  5. Click directly into the Duration field, delete the massive number of hours, and manually type in the actual time spent (e.g., 0.5 for 30 minutes).
  6. Finalize your description and click Save time entry.
  1. In Clio Manage, pull up the client’s Contact Card or Matter page.
  2. Verify the Email: Double-check for typos in their email address. If you find one, fix it on their contact card and reshare the file.
  3. Resend the Invitation: If the email is correct but they are locked out, find the shared document/invoice, click Options, and select Resend Notification. This triggers a fresh verification link.
  4. Spam Filter Check: Remind the client to check their Junk/Spam folder. Because the secure portal notification comes directly from clio.com (and not your firm’s direct domain name), aggressive email filters occasionally flag it.
  1. Check for Long File Names: Windows has a strict 256-character limit for file paths. If a folder path is too deep (e.g., Clio Drive > Client Name > Matter Name > Subfolder > Subfolder > Long_File_Name.pdf), the file will stay hidden. Try shortening the parent folder names in the Clio web interface to make them reappear locally.
  2. Clear the Clio Cache: Open the Clio Desktop App from your Windows system tray (bottom right) or Mac menu bar (top right). Click the Settings (gear icon), select Support, and click Clear Cache.
  3. Force a Restart: If it’s completely frozen, click that same gear icon, select Quit, and then reopen the Clio desktop app from your applications menu to force a clean re-sync.
  1. Re-pin the Add-in: If the button just fell off your toolbar, click the three horizontal dots (…) on your Outlook ribbon, select Customize Toolbar, and drag the Clio icon back into your active view.
  2. Reset the Sync Toggle: If the add-in is glitching or looping, open the add-in panel, click Clio Settings, toggle Off the “Matter folders in Outlook” option, wait 5 seconds, and toggle it back On.
  3. Check Disabled Add-ins: In Outlook, go to File > Options > Add-ins. Look at the bottom for Manage: COM Add-ins and click Go. Ensure the box next to Clio is checked and click OK.

NetDocuments Login Link: https://vault.netvoyage.com/neWeb2/login.aspx

  1. Click the “Need Logon Assistance” on the bottom
  2. Click “I want to use my organization’s login” then enter your email address and click “Submit”
  3. You will be prompted with a Microsoft Login page. Enter your Microsoft email address and password and login normally. Once you are logged in, you should automatically be redirected to the NetDocuments homepage.
  1. Go to “File” from the top left, then to “Save As”
  2. Click “ND Save”
  3. Uncheck “Save as a new version”
  4. You will then need to “alter” the name of the document. You can either change the name as you’d like, or if you want to keep the same file name, you can just hit space, then backspace. Once you do that, you should now be able to change the “Save as type”. Change that to PDF, then hit save. Please make sure to profile the document correctly (Client/Matter, Doc Type, Author, etc.) before saving.
  1. Locate the document in the NetDocuments web interface.
  2. Click the checkbox next to the document name.
  3. From the action menu at the top (or by clicking the three dots next to the file), select Deliver a secured link.
  4. In the pop-up window, configure your security settings first:
    • Require password: Check this box and type a custom password if you want it extra secure.
    • Expiration date: Choose when the link will automatically stop working (it defaults to 30 days).
    • Allow download: Uncheck this if you only want them to view it in a browser window without saving it to their computer.
  5. Enter the client’s email address in the box and click Send, or click Copy Link to manually paste the URL into a personalized email draft.
  1. In the NetDocuments web view, locate your file. Look next to the document name for the version tag (e.g., v3 or v4).
  2. Click directly on that v# tag.
  3. A Versions window will pop open showing every saved draft of that document, who edited it, and when.
  4. Select the older version number you wish to revert to.
  5. Click the link at the top of the pane that says Make this the official version.
  6. Click Close. The next time you or anyone else opens the document, it will open to that restored version.
  1. Go to your NetDocuments web homepage and click Advanced Search (located right next to the main search bar at the top).
  2. Select the specific Cabinet where the file used to live.
  3. Scroll all the way to the bottom of the search options and check the box for Deleted Items Only.
  4. Click the blue Search button.
  5. Locate your file in the search results, check the box next to it, go to More Options, and select Undelete.
  6. Choose the workspace or folder where you want to place the recovered file, and click OK.
  1. Look at your Windows taskbar in the bottom-right corner of your screen (near the clock). Click the small up-arrow ^ to show hidden system icons.
  2. Look for the NetDocuments icon (a blue/orange “ND” logo).
  3. If the icon is there: Right-click it, select Exit, then go to your Windows Start Menu, search for ndOffice, and click it to restart the application.
  4. If the icon is missing: Search for ndOffice in your Windows Start Menu and click it to open it.
  5. Close and reopen Word or Outlook. Your buttons will be back.
  1. Click the up-arrow ^ in your Windows taskbar (bottom-right corner near the clock).
  2. Left-click once on the NetDocuments icon to open the Activity Center.
  3. Look for the stuck document in the list. It will likely have a status saying “Checked Out.”
  4. Click the small options menu next to the file name inside the Activity Center and select Check In (or Force Check In if prompted).

Note: If the file is locked by a coworker who is currently offline or away from their computer, you will need to contact us to administratively force the file back into the cabinet.

Ready to Transform Your IT?

Partner with us today and experience the difference of having a dedicated IT team that truly understands your business needs.