NetDocuments Connector for Search

The BA Insight NetDocuments Connector for Search indexes and integrates content stored in NetDocuments—a leading cloud-based document management platform for legal and professional services—with top enterprise search platforms including SharePoint, Azure AI Search, Elasticsearch, Amazon Kendra, Solr, and more.

Built on BA Insight’s robust connector framework, the NetDocuments Connector for Search supports full and incremental crawls to keep your search index synchronized with the latest changes. It respects NetDocuments’ document-level security settings, ensuring users see only the content they are authorized to access.

Problems NetDocuments Connector for Search Solves

Purple Slanted Bullet Point

Difficulty accessing and searching NetDocuments content without logging into the NetDocuments platform directly.

Blue Slanted Bullet Point

Fragmented search experiences when NetDocuments content is siloed separate from other enterprise data repositories.

Purple Slanted Bullet Point

Security concerns around exposing sensitive client, matter, and project data during integrations. 

Blue Slanted Bullet Point

Keeping search indexes current with ongoing NetDocuments content updates without manual re-indexing.

Benefits NetDocuments for Search Delivers

Key Features of the NetDocuments Connector for Search

Key Features of the NetDocuments Connector for Search

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Comprehensive Content Indexing
Comprehensive Content Indexing

Indexes documents, metadata, workspaces, client and matter records stored in NetDocuments with full and incremental crawl capabilities to keep search results up to date.

FAQ

FAQ

  • Yes, it enforces NetDocuments’ document-level security, so users only see content they are authorized to access.

  • t supports both full and incremental crawls to automatically synchronize the search index with NetDocuments content changes.

  • SharePoint Online and On-Premise, Azure AI Search, Elasticsearch, Amazon Kendra, Amazon OpenSearch Service, Solr, and Microsoft Search.

  • No, the connector operates remotely with read access and no software installation on the NetDocuments platform is required.

  • By storing pointers to original NetDocuments files instead of copying them, the connector ensures fast search retrieval, reduces storage needs, and keeps content centralized and securely managed.

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