Documentation Index
Fetch the complete documentation index at: https://docs.sagalegal.io/llms.txt
Use this file to discover all available pages before exploring further.
The NetDocuments integration lets you import documents from NetDocuments directly into Saga. If your firm uses NetDocuments for document management, you can browse and select files without leaving the platform.
Where you can use it
The NetDocuments option appears anywhere you add documents in Saga:
- Knowledge base — click Upload and select Upload from NetDocuments
- Chat — click the attach button and select Upload from NetDocuments
- Grid review — click Add documents and select Upload from NetDocuments
Browsing and selecting files
When you open the NetDocuments picker, you can browse your cabinets, workspaces, and folders. You can select multiple files at once.
Documents are copied into Saga as a one-way import. Changes in Saga don’t sync back to NetDocuments, and updates in NetDocuments don’t automatically appear in Saga.
Setup
NetDocuments is configured by your admin from the admin panel under Settings > Integrations. Your admin provides the NetDocuments repository ID and enables the integration. Once enabled, the integration is available to everyone in your organization.
If you don’t see the NetDocuments option when uploading documents, ask your admin to enable it.
