Govern Module
Zero Gaps.
Total Compliance.
Eliminate unauthorized access risk. Enforce policies consistently and be audit-ready in minutes.
Govern Module
Policy-driven governance for every document moment
ID | Name | Workspace | Status | |
|---|---|---|---|---|
| 1042891 | Engagement Letter - Renewal 2026.docx | Morrison & Cole LLP | Compliant | |
| 1042887 | NDA - Mutual (Signed).pdf | Baker Finley Group | Compliant | |
| 1042876 | Board Resolution - Q1 Approval.docx | Whitfield Partners | Review | |
| 1042864 | Client Retainer Agreement.pdf | Morrison & Cole LLP | Compliant | |
| 1042851 | Litigation Hold Notice - Pending.msg | Chen & Associates | Flagged | |
| 1042843 | Closing Binder - Transaction 4491.zip | Baker Finley Group | Compliant |
Role-based access control
Define roles once and assign granular document permissions to users and groups. Access aligned to responsibilities, not spreadsheets.
- Granular document permissions (check-in, history, ACL, lock/unlock)
- User and group-level permission management
- Role templates for common access patterns
- Audit trail for all permission changes
- Bulk role assignment across workspaces
Manage Kevin Flynn
Manage permissions for the selected role.
Access Control List
View/Modify/Add Permissions
Mass permission control
Consistent, policy-driven ACL updates across workspaces, cabinets, folders, and documents. No exports, no scripts, no gaps.
- Filter by client, matter, owner, or metadata
- Apply approved ACL templates in bulk
- Before/after visibility with full audit trail
- Triggered by M&A, outside counsel changes, or annual reviews
- Role-based access aligned to firm policies, not spreadsheets
Workflow Library
Governance workflows, ready to deploy
Each workflow is pre-built for a specific governance scenario. Configure once, enforce continuously.
Workspace Creation
Create, manage, and update workspaces for NetDocuments.
NetDocumentsMass Permission Control
Consistent, policy-driven ACL updates across workspaces, cabinets, folders, and documents.
NetDocumentsRole-Based Access Control
Access aligned to roles, not spreadsheets.
NetDocumentsMetadata Updates
Standardize metadata to improve search, security, and automation.
NetDocumentsCheck-In Documents in Bulk
Streamline document ingestion with automated check-in and metadata enrichment.
NetDocumentsHard Delete Policy
Automate document deletion based on retention policies with full compliance tracking.
NetDocumentsControl without complexity
Consistent Security
Every document follows the same rules. No exceptions, no gaps.
Full Visibility
See who has access to what, when, and why. Audit trails for everything.
Policy-Driven
Define rules once, enforce everywhere. No manual updates.
Audit-Ready
Every action logged automatically for instant compliance reporting.
How It Works
Every governance action follows a governed path
No shortcuts, no manual steps. Each workflow moves through configurable stages with built-in review gates.