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  September 2008 Newsletter
Vol. 2, No. 9
Click for enlarged image In this Issue:

> Welcome to NDBuzz
> Release 5 Highlights - October 2, 2008
> NetDocuments Celebrates 10 Year Anniversary
> 2008 Trend-Setting Product Award by KMWorld
> Fujitsu ScanSnap + NetDocuments Video
> Payne Consulting Group Integrates

> Read back issues
 
Welcome to NDBuzz - NetDocuments Monthly eNewsletter

Learn the latest features, get the "buzz" on NetDocuments and SaaS. Learn how others are using NetDocuments. This eNewsletter is sent to all NetDocuments Administrators and prospective customers who have accepted news and information. Please forward this to your user base so they can feel the "buzz." Go to the bottom of this email if you prefer not to receive this newsletter.
Release 5 - Expected Release Date - October 2, 2008

We are excited about the EMS 2.0 release with R5 as it not only simplifies the setup and end-user management of EMS, but also provides many of the enhancements our customers have been requesting. R5 also releases WORM cabinets for SEC rule 17a-4 compliancy for broker and dealers. R5 automates the updating of client/account information from Salesforce.com to NetDocuments lookup tables. Give our support team a call to learn more.

Email Management Service (EMS) 2.0

Watch this demonstration and contact us if you'd like to test drive EMS and discuss how best to implement it with your users. Once your repository has been enabled to use EMS, you can go to My Account>Application Settings>Install EMS Add-in. Once R5 is released, the older version of EMS will no longer be downloadable. EMS 1.0 will need to be uninstalled before you install EMS 2.0. NetDocuments will continue to support existing users of EMS 1.0 for nine months until June 30th, 2009.

Archival Cabinets - Write Once - Read Many (WORM)

NetDocuments now provides virtual WORM cabinets where electronic files can be written once, read many times, but never altered or deleted. Digital records stored in WORM cabinets are tamper proof. Not even the customer's administrators can remove or modify such files without the NetDocuments records retention policies being enforced and history logged as to actions taken. The initial purpose of these Archive Cabinets are for Financial Service Broker-Dealers who need to comply with the Security and Exchange Commission (SEC) and FINRA regulations, specifically, SEC Rules 17a-3 and 17a-4.

Updating NetDocuments Lookup Tables from Salesforce.com    Watch video

For customers who have integrated Salesforce.com and NetDocuments together requiring the maintenance of Profile lookup tables, you can now press a button on the specific Account page for a new account, or on the NetDocuments Administration tab within Salesforce.com for all Accounts or Opportunities. The respective Account names will be immediately updated in the NetDocuments Profile lookup tables. Contact our Support for assistance in setting up.

Where's "My Cabinet?"

Don't panic it's still there ... just hidden by default. With R5, if you still wish to display My Cabinet on the navigation pane, simply go to My Account>Account Information. Select the checkbox to display.
NetDocuments Celebrates 10 Year Anniversary

On August 26th, 2008, NetDocuments held a luncheon event at the Gaylord Texan Resort during ILTA 2008, the annual meeting for law firm technology administrators. We presented this video presentation to celebrate the NetDocuments 10 year anniversary together with many of our customers who were at this event. Click the image to play this 10 minute video.
NetDocuments Receives 2008 Trend-Setting Product Award by KMWorld

Hugh McKellar, KMWorld editor in chief, said, "Each company whose products appear on this list was chosen for one defining characteristic - their ability to deliver robust customer value. This year, we've gone directly to vendors, analysts, system integrators and users to determine which products transcend their promises to produce real-world success."

This is the second year in a row NetDocuments has been recognized with this award.
Watch Video - Fujitsu ScanSnap Scanner + NetDocuments
The ScanSnap S510 PDF Scanner - Makes Document Management a Snap!

5 minute video demonstrating how NetDocuments and a $295 scanner work together. This is an example of using the ND Auto Import Folder to seamlessly work with any scanner you may have. Contact Support if you need any assistance in setting up with your scanners.
Payne Metadata Assistant Integrates with NetDocuments
Payne Consulting Group is pleased to announce their new integration with NetDocuments. The latest version of the Metadata Assistant (2.12) gives users the ability to quickly clean Word, Excel and PowerPoint files from NetDocuments. By selecting a file and choosing the Mark/Launch option, the Metadata Assistant automatically cleans and then checks-in the cleaned file. The cleaned file is checked-in as a new version and the original document is left in tact.

When cleaning, the Metadata Assistant utilizes the last set of user-selected options; however, the Metadata Assistant can be configured to always default to your company's global metadata settings.
A quick glance at the version history will show when the file was last cleaned by the Metadata Assistant. If your Application Settings allow for Desktop Email Integration, the Metadata Assistant utilizes the standard Outlook and GroupWise integration and default email options to process the Word, Excel and PowerPoint attachments.

Any inquiries about purchasing Metadata Assistant retail or enterprise licenses can be directed to customerrelations@payneconsulting.com.
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