Help center
Find the answer, then get back to the case.
Short, illustrated guides for the redaction path, Fast Track, cases, integrations, Outbound Guard and compliance.
Results update as you type. Press Escape to clear, or slash to come back to search.
Popular:
Start here
- Getting startedGetting started with NorthdocsOpen a Case, review with Fast Track, Finalize for export, and export only after verification passes.
- ReviewFast Track reviewEntity-first triage: accept one person or organization once and every instance follows.
- Export and proofExport wizard & OCR securityPending checks, watermarks, page numbers, exhibit stamps, appendix, and rasterize. PDF /verify fail-closed applies to the standard PDF apply path.
- Cases and FOIDisclosure OS: deadlines, exemptions, and response memosRun Danish access-to-documents and GDPR DSAR packs with statutory clocks, exemption schedules, consultations, and a finalized response memo.
- IntegrationsIntegrations overviewConnect SharePoint, iManage, HighQ, Datasite, Danish ESDH systems, S3, or webhooks.
- IntegrationsOutbound Guard (Outlook)Send-time personal-data protection for Outlook compose and send.
Getting started
First hour in Northdocs: cases, modules, and the standard review path.
- Getting started with NorthdocsOpen a Case, review with Fast Track, Finalize for export, and export only after verification passes.2 min read
- Case templates and workflow checklistsStart a case as DSAR, FOI, litigation disclosure, or RFP proposal and get a matching checklist.1 min read
- Business category and optional modulesTailor Northdocs with a business category and admin-enabled modules. Plan entitlement means you can buy a module; enablement turns it on for your workspace.2 min read
- Policy packs by matter typeAssign versioned detection, pseudonymization, and export defaults to an organization or case.1 min read
Documents
What you can upload, size limits, and how conversion works.
Detection
What Northdocs finds, how to tune it, and when to use Magic Redact.
- Detection categoriesWhat Northdocs looks for and how to tune it with keywords.1 min read
- Redaction vs pseudonymizationThe difference between removing data and replacing it consistently.1 min read
- Magic Redact filtersDescribe custom PII in plain language; Northdocs validates and applies AI-assisted filters.1 min read
Review
Fast Track, case identities, mixed apply modes, and manual boxes.
- Fast Track reviewEntity-first triage: accept one person or organization once and every instance follows.2 min read
- Case identitiesShared people and organizations across every document in a case.1 min read
- Redact vs Pseudonymize per categoryBlack out some categories while pseudonymizing others in one apply pass.1 min read
- Manual redactionDraw boxes, redact whole pages, or apply the same region across pages.1 min read
- Approval workflowsOptional dual-control approval before export. Off by default unless an admin setting or policy pack turns it on.1 min read
Cases and FOI
Templates, binders, Disclosure OS, production, and conversation files.
- Vendor and RFP proposal redactionScrub vendor proposals for pricing, contacts, registration details, NDA terms, and trade secrets before controlled sharing.2 min read
- Deadline SLA cockpit for FOI and DSARTriage statutory deadlines across accessible cases by risk, jurisdiction, ownership, and open consultations.1 min read
- Legal Binder StudioBuild exhibit packs with a customizable table of contents, subheadings, and exhibit stamps.2 min read
- Privilege spotting and privilege logsSpot legal privilege and work-product language, record review decisions, and export a case privilege log.2 min read
- External case sharingMagic-link view access for counterparties.1 min read
- Opposing-counsel production portalBuild a selected-document production with Bates ranges, a withheld schedule, watermarks, and download receipts.2 min read
- Conversation Redact: chats, captions, and audioRedact Teams, Slack, and WhatsApp chats, WebVTT and SubRip transcripts, and meeting recordings with beep, silence, or forensic voice anonymization. Video is not supported.3 min read
- Legal binders and external sharingAssemble exhibit packs and share redacted outputs with outside counsel.1 min read
- Disclosure OS: deadlines, exemptions, and response memosRun Danish access-to-documents and GDPR DSAR packs with statutory clocks, exemption schedules, consultations, and a finalized response memo.2 min read
Export and proof
The verify gate, OCR rasterize, and QA certificates.
- Export wizard & OCR securityPending checks, watermarks, page numbers, exhibit stamps, appendix, and rasterize. PDF /verify fail-closed applies to the standard PDF apply path.2 min read
- OCR page flags and rasterizeKnow which pages were OCR'd and how to export non-searchable output.1 min read
- Redaction QA certificatesIssue, verify, download, supersede, and revoke signed evidence for completed redactions.2 min read
Prompt Guard
Wipe clipboard text before it reaches an AI tool.
Settings
Pseudonym schemes and workspace defaults.
Integrations
DMS, ESDH, Outlook Outbound Guard, and write-back.
- Outbound Guard (Outlook)Send-time personal-data protection for Outlook compose and send.7 min read
- Native Word & Excel outputDownload redacted DOCX/XLSX as a convenience export. Prefer the verified PDF when you need fail-closed verification.1 min read
- Integrations overviewConnect SharePoint, iManage, HighQ, Datasite, Danish ESDH systems, S3, or webhooks.2 min read
- SharePoint connectorMicrosoft Graph site libraries, OAuth, and folder scope.3 min read
- OneDrive is not supportedOneDrive is not a Northdocs connector. Use SharePoint for Microsoft 365 libraries.1 min read
- iManage Work connectorUniversal API v2 OAuth against your Work server.1 min read
- HighQ (Thomson Reuters) connectorCollaborate sites used widely by Danish and Nordic Big Law.1 min read
- Datasite connectorVDR projects, filerooms, metadata browse, and Upload API write-back.1 min read
- S3 / R2 connectorS3-compatible buckets (AWS S3, Cloudflare R2, MinIO) with SigV4 and optional private MinIO.1 min read
- Webhook pull connectorPull a JSON file manifest from an HTTPS endpoint your systems expose.1 min read
- Write-back of redacted PDFsWhen and how redacted files return to the source DMS.3 min read
- iManage write-back certificationSandbox evidence checklist: connect, import, redact, write-back, and audit before enabling production write-back.2 min read
- HighQ write-back certificationSandbox evidence checklist for HighQ Collaborate write-back before production go-live.2 min read
- Danish ESDH connectorsWorkZone, Nova, F2/cBrain, Acadre, SBSYS, and GetOrganized for municipal journals.1 min read
- KMD WorkZone connectorWorkZone OData Files/Documents with WzOAuth2 client credentials.1 min read
- KMD Nova connectorNova journal via WorkZone OData (default) or legacy /api/cases REST.1 min read
- cBrain F2 connectorF2Rest /cases and /documents. cBrain in the catalog is the same adapter.1 min read
- Acadre connectorAcadre PWI REST under /Frontend/Api with Basic or Bearer after the kommune STS.1 min read
- SBSYS connectorSBSIP REST plus a required OAuth2/OIDC token URL.1 min read
- GetOrganized connectorNetcompany GetOrganized via /_goapi. Basic or Bearer only; NTLM is not supported.1 min read
- Private connector (on-prem ESDH / DMS)Enterprise: create a private link, install the NetBird agent, health-check the mesh, and connect on-prem ESDH/DMS without a public journal URL.5 min read
- ESDH write-back certificationSandbox evidence checklist for Danish ESDH connectors before production write-back.2 min read
- Integrations troubleshootingToken expiry, 403s, delta resync, file size limits.3 min read
Enterprise
SSO, ethical walls, and the redaction benchmark.
- Ethical walls and matter securitySeparate opposing matter teams with groups, explicit rules, conflict pairs, and audited emergency access.1 min read
- Redaction BenchmarkDownload the multi-scenario challenge pack as PDF, Word, Excel, or PowerPoint, redact offline, upload results, and compare your score to Northdocs.1 min read
- Microsoft Entra ID SSO and SCIMFirm IT runbook: guided SSO in Organization profile → Security, Enforce SSO, Directory Sync (SCIM), and group → org role recipes.5 min read
Compliance
Retention, residency, envelope encryption, and BYOK.
- GDPR, retention and data residencyHow Northdocs handles storage, retention and EU data residency.2 min read
- Per-document envelope encryptionEnterprise opt-in: encrypt document files in object storage with a unique key per document.2 min read
- Azure Key Vault BYOKEnterprise setup guide: customer-managed key in your Azure Key Vault wraps the Northdocs organization encryption key.6 min read
Developers
API keys, webhooks, and the OpenAPI contract.
Still need a hand?
Signed-in users can open a support ticket from the app. Email works too.