First Time Login Through NetDocuments
First Time ND Login
Prior to using mot-r within NetDocuments for your first time, you will need to remember your password for mot-r. If you are having trouble with your login, it may be that you are trying to use your NetDocuments credentials. Please note mot-r and NetDocuments DO NOT share credentials or passwords. Please ensure you use your mot-r user name and password.
Once ready, navigate to an ND Workspace, and look for the Overview Tab (or Workflow) and you will be presented with a mot-r login screen. If you don't immediately see the login screen, look for the > mot-r by mercanix title.
Click the > so it toggles downward (V), opening the mot-r frame
ND logo in Red Square? Authenticate with NetDocuments
If the ND logo is still in a red square on the top right hand side of your mot-r window, you will need to authenticate with ND.
Watch the video below to see how.
Type your NetDocuments email address and your password into the fields and click 'Sign In'.
Now That You're Logged In
Once successfully logged in, you will see the mot-r nd view. If a Workflow has been created for this Client and Matter/Project/etc. then the Performance Charts and Work Queues will automatically appear. If no Workflows have been created, you will see the following screen:
Download motrOffice plugin
From your Settings menu, select Download mot-r office plugin. It is required to for mot-r to integrate with Microsoft Office documents and NetDocuments. Either run or save the file to your PC and run from there.