netdocuments

name	netdocuments
description	NetDocuments cloud DMS; lets an agent store, retrieve, version, and search matter documents including briefs, contracts, and precedents.
metadata	{"openclaw":{"requires":{"env":["NETDOCUMENTS_CLIENT_ID","NETDOCUMENTS_CLIENT_SECRET","NETDOCUMENTS_REFRESH_TOKEN","NETDOCUMENTS_BASE_URL"]}},"primaryEnv":"NETDOCUMENTS_REFRESH_TOKEN"}

NetDocuments

What it is

NetDocuments is the leading cloud-based document management system (DMS) for law firms, providing secure matter-centric document storage, full-text search, version control, and collaboration. It is the authoritative repository for all firm work product — briefs, contracts, correspondence, research memos, and templates. NetDocuments exposes a REST API (ndOffice API) for document and workspace operations.

When to use this skill

• Saving a completed draft brief, memo, or contract to the correct matter workspace
• Retrieving a prior filing, form template, or precedent document by matter number or document ID
• Checking in or checking out a document for editing and creating a new version
• Searching full text or metadata across a practice area or matter workspace for relevant precedents
• Linking related documents (amendments, exhibits, schedules) to a parent contract record
• Verifying the latest approved version of an engagement letter or standard form

Credentials

This skill authenticates using variables declared in the metadata frontmatter above. Set them in the OpenClaw daemon env file ~/.openclaw/.env (see .env.example at the config root). Required variables:

• NETDOCUMENTS_CLIENT_ID - OAuth 2.0 client ID from the NetDocuments developer portal
• NETDOCUMENTS_CLIENT_SECRET - OAuth 2.0 client secret
• NETDOCUMENTS_REFRESH_TOKEN - refresh token obtained after initial OAuth consent flow
• NETDOCUMENTS_BASE_URL - repository base URL (e.g., https://vault.netvoyage.com)

Key operations

• GET /v1/Document/{docId} — retrieve document metadata and download URL
• POST /v1/Document — upload a new document to a cabinet/folder
• PUT /v1/Document/{docId}/Content — check in a new version of an existing document
• GET /v1/Search — full-text or profile-field search across cabinets
• GET /v1/Folder/{folderId}/Documents — list documents in a matter workspace folder
• POST /v1/Document/{docId}/Checkout — check out a document for exclusive editing

Notes

• OAuth access tokens expire in 1 hour; use the refresh token to obtain a new one automatically.
• NetDocuments enforces cabinet- and folder-level ACLs; the service account must be provisioned with appropriate access per matter.
• Document profile fields (client number, matter number, document type) are required on upload; missing profile fields will cause the document to land in a default catch-all folder.
• The EU-hosted repository uses https://eu.netdocuments.com; set NETDOCUMENTS_BASE_URL to match the firm's data residency region.