Activating and using NetDocuments in your Rapid Legal Account
When the NetDocuments integration is enabled, you will see the NetDocuments option on the
Documents tab when placing an eFiling order.
(Please note: Only Rapid Legal customers who have a NetDocuments account will be able to
make the connection and use the integration.)
After selecting to upload a file from NetDocuments, the user will be prompted to make the
connection.
1. From the “Documents” tab of an eFiling order, after selecting a Document Type, click the
“Browse” button then “NetDocuments”.
2. A pop-up window will open asking you to enter your NetDocuments credentials.
3. After providing your NetDocuments credentials, you will be asked to allow the connection to
your NetDocuments account.
4. Once the connection is allowed, the pop-up window closes, and you will be returned to the
Rapid Legal order process and see the NetDocuments file selection window.
Uploading a Document to Rapid Legal from NetDocuments
5. After establishing the connection between Rapid Legal and NetDocuments, you can browse to a NetDocuments Cabinet, Client, and Matter and see the folders and files.
6. After selecting a file and clicking the “Upload File” button, the document is pulled directly from
NetDocuments into Rapid Legal, added to your order, and appears in the “Documents To Be
Filed” section.
PLEASE NOTE: All document PDFs must conform to court rules for submission. A password-protected, or fillable pdf document will cause an error message to be displayed.
Viewing Documents Returned from the Court
Court-returned documents will be viewable in the “Deliverables” tab of your Rapid Legal order.
You will receive an email from Rapid Legal indicating whether your eFiling order was Accepted,
Rejected, or Partially Accepted, along with links to download the documents.
In addition, the court returned documents will be automatically saved into your NetDocuments
account under the Client and Matter you selected when submitting the order.
1. To access, log into your NetDocuments account and navigate to the Client and Matter you
selected when submitting the eFiling order in Rapid Legal. Locate the folder named “Returned
from Rapid Legal,” whose portal you used to submit the eFiling order.
2. In the “Returned from Rapid Legal” folder, you will see a list of all Rapid Legal orders submitted under this Client and Matter. Locate the proper folder by matching the Order Number assigned when the eFiling order was submitted in Rapid Legal.
3. In the folder “Order-#######” you will see all documents returned from the court including
stamped conformed copies, receipts, and notices as appropriate.
Frequently Asked Questions:
- How do I connect to my NetDocuments account?
- Do I have to enter my NetDocuments credentials every time I submit a new eFiling order?
- Does the email address in my Rapid Legal account need to match the email address in my NetDocuments account?
- Can I upload more than 1 document from NetDocuments to Rapid Legal in an eFiling order?
- What types of files are supported by the integration? Will Rapid Legal convert my Microsoft Word files to PDF?
