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  October 2008 Newsletter
Vol. 2, No. 10
In this Issue:

> Welcome to NDBuzz
> Tricks and Treats - Did You Know
> Attention Salesforce.com Users
> White Paper - Financial Services Compliance
> Will the World's Economic Downturn ... ?
> ILTA eGroups

> 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.
Tricks and Treats - Did You Know ...

With EMS, you can drag & drop documents from your desktop or folders on your computer directly to your Outlook folders (created by EMS) and by so doing ... import and profile these documents into NetDocuments. Watch Video

By holding down the Ctrl key and then opening a document, the document will open as read-only and not be checked out?

NetBinders are listed on the left navigation pane when filed in a folder, and that you can now drag and drop documents from the right display pane to the NetBinder?
View Example

With NetBinders you can organize and sort documents by creating section headings making a NetBinder look like a beauty queen! Watch Video

We have a User Interface (UI) Video Tutorial, that's just four minutes long and that you can forward this link http://www.netdocuments.com/flash/Quick%20Tour/UI/Overview.htm to any new users to help them quickly learn how to use the menus and navigate around NetDocuments?

Each NetDocuments page, e.g. Recent Opened Docs, folders, workspaces, and docs themselves, have unique and secured URLs that you can save as a Browser favorite or put on your desktop for quick and easy access?

You can use your Browser Forward and Back Buttons to see your history of the pages you have accessed, allowing you to jump back to another workspace or folder that you recently visited?

By using the Ctrl-Shift keys on your keyboard you can quickly move to different pages: Ctrl-Shift-O = Home, Ctrl-Shift-R = Recent Docs, Ctrl-Shift-S = Search, Ctrl-Shift-W = Workspaces.
(Hover the link to see command.) View Example

Dragging a folder to another location on the navigation pane Moves the folder. Hold the Ctrl key when dragging the folder to Copy the folder to the new location.
Attention Existing Salesforce.com and NetDocuments Users

With Release 5, we updated the Salesforce.com AppExchange listing for NetDocuments for NEW customers who are integrating their Salesforce.com account with NetDocuments based on best practices we've learned from our customers. Watch Video

A significant feature was added which should benefit YOU - our EXISTING joint customers providing you the ability to automatically update a new Salesforce.com Account to the NetDocuments Profile Lookup Tables by simply pressing a button.

The following information will instruct you on how to add this new feature in two locations in Salesforce.com:

To push ALL your Salesforce.com Accounts to the NetDocuments Profile Lookup Table list via an option on the NetDocuments Admin Tab (you will see a new section under "Integration Points" named "Lookup Tables."):

1. Go to Setting>Create>Tabs. Edit the ND Admin tab and replace the existing URL with the following new URL:

https://vault.netvoyage.com/neWeb2/sf/adminInfor.aspx?sfSession={!API.Session_ID}&sfUrl={!API.Partner_Server_URL_70}
Now, add a button on the Salesforce.com Account page so when a new Account is created, e.g. new customer, you simply have to press the button and the new customer will be added to the NetDocuments Profile lookup table.

1. Go to Setup>Customize>Accounts> (assuming that is what you are mapping to ND).

2. Select Buttons and Links > create a new button "Add Account to ND" and add the following URL to the button:

https://vault.netvoyage.com/neWeb2/sf/lookupImp.aspx?sfUrl={!API.Partner_Server_URL_70}&sfSession={!API.Session_ID}&id={!Account.Id}&name={!Account.Name}&number={!Account.AccountNumber}

3. Now, go to Account>Page Layout and add the button to your display (Make it a Detail page Button).
Download White Paper - Financial Services Compliance

SEC Rule 17a for Broker-Dealers & SEC Rule 31a-2 and 204-2 for Investment Advisors

Download PDF copy now to learn how NetDocuments satisfies your SEC and NIMRA compliance requirements. Firms can no longer afford to be casual about record keeping in order to prevent any regulatory actions, such as civil liability or loss of goodwill.

NetDocuments offers a unique solution in meeting regulatory compliance requirements because of the monitoring, archiving, policy enforcement, and retention solutions to all electronic files under the Software-as-a-Service (SaaS) model. Watch a video demonstrating Salesforce.com and NetDocuments for Financial Service firms.


Take Christopher Tuttle, Certified Financial Planner (CFP) with Tuttle Financial Services, Ltd, a fee-based financial planning firm in New York. With NetDocuments, the firm is able to manage a deal with a massive amount of documents on behalf of his clients and access them at his finger tips. "It dazzles my clients as I simply pull up the docs in front of them," said Tuttle. "We need instant access to client files at all times — both for service reasons and for the extensive compliance we do as a Registered Investment Advisor (RIA) firm. Read More
Will the World's Economic Downturn Accelerate Cloud Computing?
A good article from InfoWorld regarding SaaS and Cloud Computing. With uncertain economic times, SaaS becomes even more attractive for its lower up-front costs, faster time to market, and the ability to add capabilities quickly without investing in new hardware.
View Article Now
NetDocuments is Added to ILTA eGroups
We thank all of our law firm IT directors who are members of ILTA and continuing their participation in the ILTA forums and eGroups. Keep up the good work!
How to Unsubscribe
If you do not wish to receive promotional emails from NetDocuments, please send a blank e-mail to remove@netdocuments.com. If you have any questions or experience any problems please send an e-mail to info@netdocuments.com or call 1.866.638.3627. NetDocuments, 625 South State Street, Orem, Utah 84663
Copyright © 2008 NetVoyage Corporation, dba NetDocuments. All rights reserved.