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Onboarding Guide - NetDocuments
Onboarding Guide - NetDocuments

Reco integration with NetDocuments, a cloud-based document management and collaboration platform.

Reco Product Management avatar
Written by Reco Product Management
Updated this week

Prerequisites

  1. The user performing the integration must have a NetDocuments admin user.

  2. A Reco user with Admin Role.

How to connect?

  1. Login to the Reco Platform.

  2. Click on "Configurations" then click on "Integrations".

  3. Click on “Add integrations” button.

  4. Search for NetDocuments and click it.

  5. Under "Instance", select "Add New Instance" and supply a name for this instance.

  6. Insert the NetDocuments Repository ID of the instance you're connecting.**

  7. Click on “Connect”.

  8. In the connection window login to admin account if not already logged it. Then, press allow.
    ​

  10. You are connected!

**Don't know what you NetDocuments Repository ID is?

  1. Login to NetDocuments with admin account.

  2. On the top right, under your profile, select "Admin".

  3. You can now find the Repository ID in the URI, between /administration/<repositoryId>/cabinets/dashboard. You can also navigate to "Information and Settings" on the left side navigation pane. There, under General, you should find the ID.

What do we ingest exactly?

Repository Permissions

Permission

Meaning

Access Type

admin

Allows read, along with User & Group list

Read-only

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