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Activate NetDocuments Integration

Learn how to enable the integration with NetDocuments to start saving generated documents from Smarter Drafter Pro.

NetDocuments integration allows documents generated in Smarter Drafter Pro to automatically save to NetDocuments. Once the integration is enabled, form fillers when submitting a form will have the NetDocuments option available to choose the location to save the documents generated.

1. Navigate to Integrations and search for NetDocuments

Integrations NetDocuments

2. For NetDocuments, click on Manage

NetDocuments Manage

3. Click on Enabled, then Save.

NetDocs Enabled

4. An authentication window will appear, login with your credentials. Then allow the login authorisation request.

NetDocs Login

NetDocs Allow

5. A success message should appear. Close the dialog and you should see NetDocuments now Enabled.

NetDocs Success Authorisation

NetDocs Enabled-1