netDocShare Provisioning

Simplified Microsoft Teams & NetDocuments Integration

netDocShare Provisioning offers a cutting-edge solution to simplify the administration of Microsoft Teams, Channels, and Tabs, seamlessly integrating with NetDocuments through its powerful netDocShare Tab and netDocShare Sync. Designed for streamlined workflows and enhanced productivity, netDocShare Provisioning revolutionizes how organizations handle content within the Microsoft 365 environment. Now with folder-level synchronization during Team provisioning, reusable templates generated from existing Teams, and greater administrator control in Create Request.

"netDocShare Provisioning enables bulk creation, editing, and updating of Microsoft Teams, Channels, and Tabs with NetDocuments integration via netDocShare Tab & Sync"

netDocShare Provisioning is a robust and user-friendly solution that enables efficient management of Microsoft Teams and its associated elements. From bulk creation and editing to real-time updates, this solution empowers administrators to maintain a well-structured, consistent, and collaborative environment. With its seamless integration with NetDocuments, it ensures effortless synchronization and accessibility of documents directly within Microsoft Teams, enhancing the overall user experience and operational efficiency. Matter Team templates can include OneNote and Website tabs and default documents, while NetDocuments Wall Permission updates and automatic document types keep every new Team aligned with the matter.

netDocShare Provisioning App

Core Features of netDocShare Provisioning

netDocShare Co-Authoring and Bi-Directional Sync

Enable seamless collaboration between attorneys while maintaining governance and version control.

How It Works:
  • Documents stored in NetDocuments are synced to a Microsoft Teams Channel’s Files tab using netDocShare Sync. Folder-level synchronization can be set up at the time of Team provisioning.
  • Attorneys co-author documents directly in Teams using native Office tools, allowing real-time editing by multiple participants.
  • Changes are automatically synced back to NetDocuments through bi-directional sync, ensuring both platforms reflect the latest version.
Versioning and Governance:
  • Maintain detailed version histories in Teams and NetDocuments.
  • Ensure compliance with NetDocuments’ governance rules. Documents edited in Teams are securely synchronized with version control.

Folder-Level Synchronization and Document Profiling

Connect the right content to every Team from day one, with documents profiled automatically.

Key Capabilities:
  • Folder-Level Synchronization: Choose the NetDocuments folders to synchronize while a Team is being provisioned, so the right content is available in Teams from the start.
  • Automatic Document Types: Files synced to NetDocuments are assigned document types based on the practice selected for the Team, ensuring consistent profiling.

Provisioning Microsoft Teams with Templates

Simplify team creation and standardize structures with customizable templates.

Key Capabilities:
  • Template Selection: Define templates with specific channels, tabs, metadata fields, permissions, and governance rules.
  • Templates from Existing Teams: Generate reusable templates from existing Microsoft Teams and apply a proven structure to new Teams.
  • OneNote and Website Tabs: Include OneNote and Website tabs in Team templates for shared notes and quick access to key web resources.
  • Default Documents: Add default documents to the General channel through Matter Team templates, so every new matter Team opens with its standard files.
  • Approval Workflow: Admins review and approve requests for new Teams through the provisioning app.
  • Create Request Configuration: Administrators configure folder creation and channel synchronization directly in the Create Request.
  • Bulk Actions: Create, update, or delete multiple Teams and Channels simultaneously for large-scale deployments.

NetDocuments & 3rd Party Walls Integration

Ensure unified governance by applying NetDocuments & 3rd Party Walls across Teams and SharePoint.

How It Works:
  • NetDocuments & 3rd Party Walls inherited from NetDocuments are applied to Microsoft Teams and SharePoint during provisioning.
  • NetDocuments Wall Permission updates are applied to Teams, keeping access aligned as matters evolve.
  • Maintain compliance with access controls across platforms, safeguarding sensitive data.

External Collaboration

Enable secure and efficient collaboration with external clients.

SharePoint Extranet Sites:
  • Create secure, pre-configured SharePoint sites for external users.
  • Synchronize documents with NetDocuments for centralized storage and governance.
Shared Channels in Teams:
  • Use shared channels to collaborate with external participants via Microsoft Entra B2B direct connect.
  • Sync shared channel files with NetDocuments for real-time updates and compliance.

Automation with Web APIs

Automate provisioning actions and extend functionality with robust REST APIs.

  • Integration with Power Automate: Trigger provisioning workflows directly from Microsoft Power Automate.
  • Custom Web Applications: Create tailored apps to manage Teams and Channels using secure APIs.
  • Provisioning at Scale: Automate repetitive tasks across thousands of Teams and Channels to save time and maintain consistency.

Learn how netDocShare Provisioning can empower your organization!

Schedule a Demo

Archival and Deletion

  • Archive Teams, Channels, and Tabs into NetDocuments after collaboration concludes, ensuring proper content management.

Microsoft Planner Integration

  • Automatically add Microsoft Planner Tabs to Teams Channels as part of templates for enhanced task management. OneNote and Website tabs can be added to templates in the same way.

Network File Share Sync

  • Sync files and folders between Network File Shares and NetDocuments to bridge collaboration gaps between legacy systems and modern platforms.

Ease and Efficiency of Implementation

Enable secure and efficient collaboration with external clients.

  • Cloud-Based Architecture: Hosted on Azure for high availability, scalability, and minimal maintenance.
  • Streamlined Setup: Pre-configured templates and automated provisioning minimize setup time, enabling quick deployment. Templates generated from existing Teams make it easy to reuse a structure that already works.

Transform your Microsoft Teams and NetDocuments ecosystem with netDocShare Provisioning. Optimize collaboration, maintain compliance, and simplify management—all with a single, powerful solution.

Why Choose netDocShare Provisioning?

netDocShare Provisioning App is a robust solution designed to enhance document management and collaboration by seamlessly integrating NetDocuments with Microsoft Teams, SharePoint, and OneDrive. Its advanced features and capabilities empower organizations to optimize workflows, ensure compliance, and scale effectively. New capabilities such as folder-level synchronization, reusable templates, and automatic document types extend these strengths further. Below are the key strengths of the solution:

Seamless Integration
01

Seamless Integration

  • Unified Ecosystem: netDocShare Provisioning tightly integrates NetDocuments with Microsoft Teams, SharePoint, and OneDrive, creating a cohesive document management and collaboration framework.
  • Real-Time Syncing: The app enables bidirectional document syncing between Teams and NetDocuments, ensuring that content remains consistent and up-to-date across platforms.
Governance and Compliance
02

Governance and Compliance

  • Policy Adherence: Syncing documents to NetDocuments ensures compliance with governance and security standards, safeguarding sensitive information while enabling collaborative access in Microsoft Teams.
  • Controlled Environment: Critical documents are stored in a secure, managed environment, minimizing the risk of unauthorized access.
  • Aligned Access: NetDocuments Wall Permission updates carry through to Teams, so access in Teams stays consistent with the Walls applied to the matter.
  • Consistent Profiling: Document types applied automatically based on the Team’s practice keep synced content organized in NetDocuments without manual effort.
Efficiency and Scalability
03

Efficiency and Scalability

  • Streamlined Operations: Bulk actions such as creating, updating, or deleting Teams and Channels significantly reduce manual effort, making the app ideal for large-scale operations.
  • Future-Ready: Critical documents are stored in a secure, managed environment, minimizing the risk of unauthorized access.
  • Reusable Templates: Templates generated from existing Teams turn proven structures into repeatable standards for every new matter.
Customizability
04

Customizability

  • Tailored Solutions: Administrators can design Teams and Channels using customizable provisioning templates, aligning with specific organizational needs.
  • API Flexibility: REST API support enables deeper customization, allowing businesses to create tailored workflows and integrations.
  • Request-Level Control: Administrators decide in each Create Request which folders are created and which channels synchronize, so every Team reflects the needs of its matter.
Enhanced Collaboration
05

Enhanced Collaboration

  • Improved Teamwork: Bi-directional syncing and native Office co-authoring features facilitate seamless collaboration among team members.
  • Productivity Tools Integration: Integration with Planner, Client Extranet SharePoint sites, and Shared Channels boosts internal and external communication and efficiency.
  • Ready-to-Work Teams: Default documents in the General channel, together with OneNote and Website tabs in Matter Team templates, give members what they need the moment a Team opens.
Robust Features
06

Robust Features

  • Advanced Document Management: Capabilities like metadata syncing, permission management, and version history tracking ensure comprehensive control over documents.
  • Workspace Mobility: The ability to move or copy workspaces and folders within NetDocuments while preserving DocIDs enhances operational flexibility.
  • Folder-Level Precision: Synchronizing at the folder level during provisioning connects only the content each Team needs, giving administrators finer control over what reaches Teams.
User-Friendly Interface
07

User-Friendly Interface

  • Intuitive Management Tools: Simplified provisioning tools allow administrators to manage Teams, Channels, and Tabs effortlessly, without requiring extensive training.
  • Automation Capabilities: Integration with Microsoft Power Automate empowers users to create automated workflows, streamlining provisioning processes.
Proven Track Record
08

Proven Track Record

  • Industry Recognition: Successful implementations with prominent organizations validate the solution's reliability and adaptability.
  • Sector Expertise: Designed with governance-focused industries like legal and compliance-heavy sectors in mind, the app supports complex workflows involving Microsoft Teams Governance and ensures NetDocuments content accessibility within respective Team Channels.

Take Control of Your Collaboration Space with netDocShare Provisioning

Transform how your organization manages Microsoft Teams and NetDocuments integration. With netDocShare Provisioning, streamline workflows, ensure uniformity, and elevate team productivity—all within a secure, seamless, and user-friendly framework. From reusable templates to folder-level synchronization, every new Team starts out set up the way the matter requires.

Learn how netDocShare Provisioning can empower your organization!

Schedule a Demo