NetDocuments API
Programmatically access NetDocuments repositories, cabinets, workspaces (matters), documents, metadata profiles, permissions, and audit events with a stable REST API. Supergood builds and operates production-grade, unofficial NetDocuments integrations so your team can automate governance, risk, comp
What is NetDocuments?
NetDocuments is a cloud document and email management platform built for secure, compliant collaboration. It centralizes repositories and cabinets, matter-centric workspaces, folder structures, document versioning, metadata profiling, and granular access controls across legal, compliance, and business users. Teams use NetDocuments to file emails (ndMail), work inside Office (ndOffice), collaborate with threads, apply retention policies, enforce ethical walls, and preserve detailed audit trails.
Core product areas include:
- Document & Email Management (Documents, Versions, Email Filing, Profiles, Search)
- Matter-Centric Workspaces (Workspaces/Matters, Folders, Templates)
- Security & Governance (Permissions, Ethical Walls, Retention Policies, Legal Holds)
- Collaboration (Links/Sharing, ndOffice add-ins, Threads)
- Compliance & Audit (Audit Logs, Policy Enforcement, Reporting)
Common data entities:
- Repositories and Cabinets
- Workspaces/Matters (client, matter numbers, practice area, status)
- Folders and Saved Searches
- Documents and Versions (titles, extensions, size, hash)
- Profiles/Metadata (doc type, author, classification, custom fields)
- Users and Groups (roles, entitlements)
- Permissions/Security (ethical walls, visibility, ACLs)
- Retention Policies and Legal Holds
- Audit Events (view, edit, download, share, permission change)
The NetDocuments Integration Challenge
NetDocuments is mission-critical, but turning portal-driven workflows into API-driven automation requires care:
- Complex security model: Cabinets, workspaces, ethical walls, users/groups, and link sharing each impact visibility
- Metadata depth: Profiles, custom fields, doc types, and templates vary by cabinet and matter
- Versioning rigor: Check-in/out flows, hashes, and immutable audit trails must be respected
- Front-end–first: Email filing (ndMail) and Office add-ins optimize for client UI flows
- Authentication complexity: SSO/MFA and session lifecycles complicate headless automation
- Compliance constraints: Retention policies, legal holds, and export controls demand precise handling
How Supergood Creates NetDocuments APIs
Supergood reverse-engineers authenticated browser flows and network interactions to deliver a resilient API endpoint layer for your NetDocuments tenant.
- Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes profiles/metadata so you can integrate once and rely on consistent objects across cabinets
- Aligns with ethical walls and role-based permissions to ensure compliant access
- Supports checksum validation and version-aware uploads for document integrity
- Streams audit logs with pagination and filters for investigations and reporting
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, licensing, and authentication model.
- Supergood Builds and Validates Your API
We deliver a hardened NetDocuments adapter tailored to your workflows and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as NetDocuments evolves.
API Endpoints
Authentication
/sessionsEstablish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.
Authentication
/sessions/refreshRefresh an existing token to keep sessions uninterrupted.
Workspaces (Matters)
/workspacesList workspaces/matters with filters and summary details.
Workspaces (Matters)
/workspacesCreate a new workspace/matter in a cabinet using an optional template.
Documents
/documentsSearch/list documents with filters, metadata, and version information.
Documents
/workspaces/{workspaceId}/documentsUpload a document with profile metadata and security.
Document Profile
/documents/{documentId}/profileUpdate document profile fields, classification, and retention policy.
Audit Events
/audit-eventsRetrieve audit events (view, download, edit, share, permission_change) for compliance and investigations.
Use Cases
Matter & User Data Sync
- Mirror cabinets, workspaces/matters, users, and groups into your internal systems - Keep matter metadata current for compliance dashboards and SLA tracking - Normalize client names, matter numbers, practice areas, and statuses across tenants
Document Lifecycle & Metadata Governance
- Upload documents and versions with profile templates and mandatory fields - Standardize classifications and doc types to enforce retention and DLP policies - Reconcile metadata across cabinets and push corrections at scale
Permissions & Ethical Walls Automation
- Audit and enforce group/user access changes across sensitive workspaces - Implement automated ethical walls based on HR or case events - Generate permission change alerts and evidence for auditors
Audit & Compliance Reporting
- Ingest granular audit events (view, download, edit, share, permission change) - Correlate events to users, IPs, and matters for incident response - Export defensible logs and retention state to your GRC platform
Technical Specifications
Authentication
Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
Response format
JSON with consistent resource schemas and pagination across modules
Rate limits
Tuned for enterprise throughput while honoring customer entitlements and usage controls
Session management
Automatic reauth and cookie/session rotation with health checks
Data freshness
Near real-time retrieval of cabinets, workspaces, documents, profiles, permissions, and audit events
Security
Encrypted transport, scoped tokens, and audit logging; respects NetDocuments ethical walls and role-based permissions
Webhooks
Optional asynchronous delivery for long-running workflows (e.g., large document searches, audit stream backfills)
Latency
Sub-second responses for list/detail queries under normal load
Throughput
Designed for high-volume document sync and audit event ingestion
Reliability
Retry logic, backoff, and idempotency keys minimize duplicate actions
Adaptation
Continuous monitoring for UI/API changes with rapid adapter updates
Frequently asked questions
Supergood supports workflows across commonly used modules such as Workspaces/Matters, Documents & Versions, Profiles/Metadata, Permissions/Ethical Walls, Retention Policies/Legal Holds, and Audit Events, subject to your licensing and entitlements. We scope coverage during integration assessment.
We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. Sessions are refreshed automatically with secure challenge handling.
Yes. We normalize audit events (view, download, edit, share, permission changes) and retention/hold states, deliver updates via webhooks or polling, and comply with rate and permission constraints.
Yes. We support uploading documents and versions with checksum validation, updating profiles and classifications, and adjusting permissions consistent with ethical walls and cabinet policies.