NetDocuments (NetDocs) is a legal SaaS/Cloud Document Management System (DMS). When I help firms setup Cloud Based Systems, I try to make the transition as seamless as possible. If a document was on a firms internal network, they would just open it up through Word. Therefore if we moved to a Cloud Based System, I don’t want the attorney to have to enter in a password when they attempt to open a document. If they are using a client’s computer, that is a completely different story.
Besides Documents, NetDocs has a great way of linking with Microsoft Outlook called EMS Folders. However, the first time you open Outlook, it asks you to enter your NetDocs Username and Password.
Fortunately, NetDocs has an automatic login procedure. You have to go through the simple process of installing a Email Certificate on your computer and then registering it with NetDocs. Once you do that, no more passwords.
Step 1: Get a Personal Email Certificate
Step 2: Apply for the Certificate
Step 3: Get an Email from Comodo and install the cert
Once you click on the above link, the cert will automatically install
Step 4: Login to NetDocs and Register the Certificate
Once this done, you no longer have to supply a password to login.