LEHI, Utah, Jan 10, 2013 (BUSINESS WIRE) -- --New Version Also Implements Open Source Solr(TM) Search Engine to Enhance NetDocuments' Search Functionality Across 750 Million Documents for Users Across 140 Countries

NetDocuments today announced the 13.1 release of its leading cloud-computing content management and collaboration service. This latest release contains more than 20 new and updated features, including document delivery via a secure link and a new search engine.

As we wrap up another amazing year at NetDocuments, we thought we'd open up the blog to one of our friends in the financial services industry. Enjoy, and see you in 2013!

By Sheryl Rowling, CPA/PFS

CEO, Total Rebalance Expert®

I've written other articles about providing excellent client service. So, how can this article provide any new information? Whether the information is new or just a reminder, the New Year ushers in an opportunity to bring our practices to the next level!

Original Release

Wingate, a prominent Massachusetts-based financial services firm, has discontinued Worldox, an on-premise provider, and selected NetDocuments and XLR8 as their integrated cloud-based solution for document and client management.

Wingate Wealth Advisors announced it has selected NetDocuments and XLR8 as their integrated document, email, and Customer Relationship Management (CRM) platform. "Wingate decided to switch to NetDocuments because of their cloud-based offering and their seamless integration with our CRM system, XLR8, which is built on the Salesforce.com platform," Mark Greco, the firm's Chief Operating Officer, stated. "As a firm, we are trying to upgrade our technology by moving many of our key applications from our own servers to the cloud, and NetDocuments fits this strategy perfectly."

Investment banking is complex enough, anyone alive in 2008 can attest to that. Now couple that with the difficulty of sharing information in a secure and compliant way across offices and firewalls. That's the situation THiNKGREEN! Global Advisors was looking at before it made its move to the cloud.

"We used to have our own server but that was pretty dicey. It was usually reliable until it wasn't. If that went down, everything went to a standstill...Now we know that all of our documents are always available and safe in NetDocuments. Our whole idea was to be entirely in the cloud to eliminate wasted resources which bodes well with our green tech push." - Asmaa Parker, banking associate.

Extra Space Storage's business revolves around earth-based self storage units, but that doesn't keep it from using the cloud to make its business go.

With 2,200 employees spread out at self-storage locations around the country it uses NetDocuments to manage and share all of its documents within Salesforce.com in a simple and user-friendly way.

It adds over 5,000 documents a week that are instantly made available to the corporate office in Salt Lake City as well as the majority of employees that are working in their local communities.

NetDocuments has long been integrated with Salesforce.com and thousands of our joint users have leveraged this tight integration to manage all of their client data from one secure place in the cloud.

This video tells the story of Reggie, a small business owner, who sees the light when he sends he sends his documents to the cloud and manages them in Salesforce.

Let us know how you are using cloud. Find us on Twitter at @NetDocuments or drop us a line in the comments section.

Nothing in life is certain, except death, taxes, and the T3 Technology Conference being the the go-to spot for financial services technology.

David Drucker and Joel Bruckenstein are the brainchildren behind the T3 conference and will be taking their talents to Weston, FL for the 2011 event being held February 16-19. This is the sixth year that the duo has been running the conference and they are extremely excited to see what new innovations will be discussed during this year's show.

Remember recess in elementary? That's right, a hundred kids running at full speed in different directions, headed for unknown destinations, totally oblivious of who would be there and why? Exciting, yes. Fun, yes. Total mayhem, you bet. The Cloud Computing industry is growing at a break-neck pace, recess is out, and it's time to make some sense of the chaos.

Collaboration is a broad and well trodden topic; in fact, it was Salesforce.com's theme at their event of the year, titled "Collabor8". But just because Salesforce.com can throw around phrases like "collaborative software", or taking a "collaborative approach" in their business vernacular, it doesn't make it any easier to grasp in a real sense, nor to implement in a real-life, competitive and fast-paced environment, especially if your business has nothing to do with Salesforce.com.

Is it game over for server based document management?

That was the headline in the latest edition of the American Legal Technology Insider Newsletter.

In his newsletter discussing the issue, Charles Christian pointed out recent developments in the traditionally conservative legal market as a signal that the dog days of server farms and boxed software are all but over.

"Are the days of traditional document management systems and traditional DMS vendors coming to a close? For example, over the last two months the cloud-based document management specialists NetDocuments have signed up eight new (legal) user sites, (six law firms and two offices of general counsel) and while some of the smaller sites are new to the concept of a dedicated DMS, the latest wins also include Open Text swapouts at Van Cott Bagley Cornwall & McCarthy in Salt Lake City and Lynn Tillotson Pinkler & Cox LLP in Dallas."

The All New NetDocuments - Rich Functionality. Enhanced Design.

In the spring of 2011, NetDocuments users will get a new user experience. Without sacrificing any of our industry leading functionality and reliability, we have redesigned the user interface to improve navigation and simplify the management of documents in the cloud.

The Makeover Process

This is the most significant update in the 12 years since NetDocuments opened it's doors and paved the SaaS document management highway. "We pulled together a highly qualified team of experts to enhance the NetDocuments user interface and to address areas that would greatly improve the user experience, while at the same time creating an attractive design that is more pleasurable to use. By using familiar design patterns and a more structured framework, the interface should require less investment in setup and also be easier to gain proficiency," said VP of Marketing, Leonard Johnson.