NetDocuments

• New document in folderRuns for each new document in a NetDocuments folder, including one filed there. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New or updated document in folderRuns for each document added to a NetDocuments folder, and again each time one of its documents changes. Ones already there when the workflow is turned on start it only when they change. How often it checks follows your workspace plan.
• New subfolder in folderRuns for each new folder created inside a NetDocuments folder. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New document matching a searchRuns for each new document in a NetDocuments cabinet that matches a search, among the 500 most recently changed matches. Ones already there when the workflow is turned on don't start it. How often it checks follows your workspace plan.
• New or updated document matching a searchRuns for each document in a NetDocuments cabinet that matches a search when it is added or changed, among the 500 most recently changed matches. Ones already there when the workflow is turned on start it only when they change. How often it checks follows your workspace plan.
• New document versionRuns each time a new version is saved to a NetDocuments document. Versions saved before the workflow is turned on don't start it. How often it checks follows your workspace plan.

• Get my profileGet the name, email and main cabinet of the connected NetDocuments user.
• List cabinetsList the cabinets the connected user can open, with the repository each belongs to.
• List cabinet foldersList the folders at the top of a cabinet.
• Search documentsSearch a cabinet for documents, with the same words and operators as NetDocuments' search box.
• Get documentGet a document's profile: its name, type, size, versions, who changed it and when, and its profile values such as client and matter.
• Download documentSave a document's official version to your files, so a later step can attach or upload it.
• Upload documentCreate a document in a folder or workspace from a file.
• Rename documentGive a document a new name.
• Delete documentMove a document to Deleted Items, or delete it for good.
• Add document versionAdd a new version to a document, from a file or by copying one of its versions. With neither, the official version is copied.
• List document versionsList every version of a document.
• Get document historyList what has been done to a document, by whom and when.
• Check out documentCheck a document out to the connected user, so nobody else changes it until it is checked in.
• Check in documentCheck a checked-out document back in, with its edited file if there is one.
• Create secured linkMake a link anyone can open to view one document, and download it if allowed. Your cabinet's settings decide whether a password is required.
• Create folderCreate a folder at the top of a cabinet, or inside another folder.
• List folder contentsList the documents and subfolders in a folder.
• Rename folderGive a folder a new name.
• Delete folderDelete a folder. Its documents are taken out of it but kept, unless you choose to delete them too.
• File document in folderFile a document in a folder, or take it out of one. A document can sit in several folders at once.
• Find or create workspaceGet the workspace for a client (and matter) in a cabinet, creating it if it isn't there yet. The client and matter must already be in their lookup tables.
• Get workspaceGet a workspace's details.
• Add or update lookup valueAdd a value, such as a new client or matter, to a profile field's lookup table, or change the description of one that's there.
• Get lookup valueGet one value of a profile field's lookup table, such as a client.
• Delete lookup valueRemove a value from a profile field's lookup table.

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