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NetDocuments – Sample Document Categories (aka DocTypes)

(Provided as examples / starting point in developing document categories for NetDocuments “filters”.

Firm Administration

  • Contracts / Vendors
  • Forms /Templates
  • Guidelines
  • IT / Technology
  • Marketing

General / All Matters

  • Admin (Engagement, Retainer, Closure)
  • Billing and Invoices
  • Documents from Client
  • Drafts
  • Emails
  • Executed / Filed Docs
  • Letters
  • Memos
  • Notes
  • Research

Arbitration

  • Agreements
  • Notices
  • Petition/Requests

Appeals

  • Briefs
  • Motions
  • Orders
  • Records
  • Transcripts

Real Estate Sale

  • Ancillary Agreements
  • Leases & Estoppels
  • Title
  • Supporting Docs
  • Due Diligence
  • Letter of Intent
  • Executed Agreement

Litigation / Trial

  • Deposition Transcripts
  • Depositions
  • Discovery Produced by Defendant
  • Discovery Produced by Plaintiff
  • Document Production
  • Documents from Client
  • Motions
  • Notices
  • Orders
  • Pleadings
  • Request for Copies
  • Subpoenas
  • Witness/Exhibit Lists
  • Written Discovery

Service Mark &Trademark

  • Clearance Search
  • Application Filings
  • Maintenance Filings
  • Office Actions
  • Specimens
  • Proceedings
  • USPTO Notices & Certificates

Commercial Lending

  • Appraisal
  • Draft Loan Documents
  • Environmental Reports
  • Final Loan Documents
  • Leases
  • Loan Approval & Credit Memo
  • LOI
  • Organizational Documents
  • SNDA & Estoppel
  • Title Reports

NetDocuments Training Guides and Videos

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