Exporting Documents out of NetDocuments when starting a new firm.

After doing this a couple of hundred times, we have found that this is the best way to use the NetDocuments Mass Export Tool to export 1 matter at a time from NetDocuments.

In this example we want to Export the Bluth Company LLC Formation File out of NetDocuments.

Step 1: On the Root of a Drive, Create a Folder with 1 Character.

Note: We are trying to limit any windows folder path issues here

Step 2: In that Folder, Create a Folder using the client and matter ID if possible.

Note: We are trying to limit any windows folder path issues here, so we didn’t use the client and matter name

Step 3: Download and Install the Mass Export Utility from NetDocuments

Step 4: Login to the NetDocuments Mass Export Utility

Step 5: Launch the Mass Export Utility

Step 6: Choose the Following Options

Export From: Choose the Bluth Company LLC Formation Matter. You would have need to been in this matter or marked it a favorite in the NetDocuments Interface.

Export To: Choose the Matter ID folder we created in Step 2.

Versions: Choose All

Append document IDS to document names – Check this Box