Save a closing binder back to NetDocuments

Once you've downloaded your closing binder, you have the option to save it directly back to NetDocuments.

  1. Click on the bell icon on your sidebar
  2. Click "View" on the white box containing your download
  3. Select the type of binder you'd like
  4. Select "Save to DMS". 
  5. Your NetDocuments pop-up will appear and you can save your binder to NetDocuments as you typically would. You will also have the option to save the binder as a custom-named sub-folder or directly into the workspace.

Still need help? Contact Us Contact Us