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NetDocuments Integration Guide

Connect NetDocuments repositories, workspaces, folders, documents, and metadata with enterprise applications through REST APIs, OAuth 2.0, document-content operations, and selected event notifications.

NetDocuments integration options at a glance

NetDocuments integrations are primarily built with its documented REST APIs and OAuth 2.0 application authentication. Martini can call APIs to locate cabinets, workspaces, folders, and documents; read or update metadata; and upload or download document content subject to permissions. NetDocuments also provides event-notification capabilities for selected events, which Martini can receive through an exposed API endpoint or webhook workflow. General-purpose bulk, asynchronous, GraphQL, SOAP, and direct database access were not confirmed, so large synchronizations should use pagination, checkpoints, bounded concurrency, scheduled workflows, and idempotent upserts. Martini handles authentication configuration, mapping, orchestration, retries, and downstream API delivery.

Integration pointSupported by NetDocuments?Common use casesHow Martini supports it
REST APIsYesLocate cabinets, workspaces, folders, and documents; read or update metadata; manage workspace structures; and perform supported content operations.Martini can consume the NetDocuments REST APIs from workflows, map request and response data, apply business rules, and expose reusable API-led integration assets.
Webhooks and outbound callbacksLimitedReceive event notifications for selected content or platform events when enabled and available for the relevant tenant, repository, or resource.Martini can expose an endpoint or webhook-handling workflow, validate notifications, retrieve current state when needed, and deduplicate or replay events.
File and document-content APIsYesUpload and download managed documents while handling filenames, MIME types, metadata, versions, and permissions.Martini can orchestrate binary transfers, map profile fields, apply content validation, and coordinate document and metadata operations.
AuthenticationYesAuthenticate API applications through OAuth 2.0 access tokens, client registration, redirect configuration, and user or application permissions.Martini can use secure environment configuration and secrets management for OAuth settings, token handling, and refresh-related workflow logic.
Pagination and incremental synchronizationYesProcess list resources and recurring synchronization workloads without assuming that all results are returned in one response.Martini can schedule workflows, store checkpoints, process pages with bounded concurrency, and use durable identifiers or timestamps where documented.
Bulk, asynchronous, or batch APIsNot confirmedA general-purpose bulk or asynchronous API was not confirmed; migrations should use paginated, checkpointed workflows unless a specific resource documents otherwise.Martini can implement controlled batch-style orchestration with scheduling, pagination, checkpoints, idempotency, and retry handling without claiming a NetDocuments bulk API.
Database accessNoDirect customer database or general-purpose SQL access to NetDocuments was not identified.Martini should consume supported NetDocuments APIs rather than connect directly to the underlying service database.
GraphQL APIsNot confirmedNo official NetDocuments GraphQL API was confirmed in the supplied research.Martini can use REST-based integration for the documented NetDocuments surface and should not assume GraphQL availability.

How NetDocuments exposes data and business events

NetDocuments REST APIs

NetDocuments provides REST APIs for locating repositories and content, reading and updating metadata, managing supported workspace structures, and performing document-content operations. The exact resources, fields, and permissions depend on the selected API and tenant configuration.

Martini implementation pattern

Martini implementation pattern: a workflow authenticates with OAuth 2.0, calls the required REST resource, evaluates the response, maps NetDocuments objects into a canonical model, and invokes downstream APIs or writes an integration-state checkpoint. Reusable workflows isolate API-specific mappings and permission-aware error handling.

Implementation sequence

Register the NetDocuments application and configure OAuth 2.0
Store client configuration and tokens in secure Martini environment settings
Call the required REST resource with pagination where applicable
Validate permissions, response status, and required metadata
Map cabinets, workspaces, folders, documents, or profiles to the target model
Apply idempotency and version rules before writing changes downstream

NetDocuments event notifications

NetDocuments provides event-notification capabilities for selected content or platform events. Coverage is not universal, and a notification may contain only a resource reference rather than complete document metadata.

Martini implementation pattern

Martini implementation pattern: expose a controlled API endpoint or webhook-handling workflow, validate and deduplicate the incoming notification, retrieve current state from the NetDocuments REST API when necessary, and route the normalized result to downstream systems. Scheduled reconciliation provides recovery for delayed, missed, or unsupported events.

Implementation sequence

Expose a Martini endpoint for supported NetDocuments notifications
Validate the notification and identify its tenant, resource, and event information
Check the source event or resource identifier for prior processing
Retrieve current NetDocuments state when the notification is incomplete
Map the result and apply downstream business rules
Record processing status and route failures for replay or reconciliation

NetDocuments document-content APIs

NetDocuments REST resources support document-content operations such as uploading and downloading managed documents, subject to resource-specific permissions and rules. Transfers must account for binary content, versions, filenames, MIME types, and profile metadata.

Martini implementation pattern

Martini implementation pattern: retrieve or receive content, validate size and MIME type, resolve the destination workspace and folder, map required profile fields, and perform an upload or download workflow. The workflow records source and destination identifiers and distinguishes content failures from authorization or metadata failures.

Implementation sequence

Resolve the target workspace, folder, and document policy
Retrieve or receive the binary content and source metadata
Validate filename, MIME type, size, and required profile fields
Upload or download content through the documented REST resource
Preserve version, envelope, or source-system identifiers
Record the result and retry only transient or safely idempotent failures

Scheduled NetDocuments synchronization

A scheduled reconciliation approach is appropriate when event coverage is limited or when a complete comparison is required. NetDocuments does not have a confirmed general-purpose bulk API, so recurring processing should use pagination, checkpoints, and controlled concurrency.

Martini implementation pattern

Martini implementation pattern: a scheduler starts a workflow that reads pages from NetDocuments, compares identifiers and timestamps with the target system or integration-state store, applies only required changes, and records a checkpoint. Exceptions are retained for review and later replay.

Implementation sequence

Start the workflow on a controlled schedule
Load the last successful checkpoint and synchronization configuration
Retrieve NetDocuments pages using documented list operations
Compare identifiers, versions, timestamps, and relevant metadata
Apply idempotent creates or updates to the target system
Persist the checkpoint and publish an exception report

Common NetDocuments integration patterns

Pattern 1: Provision matter workspaces from Salesforce

When to use this pattern

Use this pattern when a Salesforce account, opportunity, or matter should create or update a corresponding NetDocuments workspace. It centralizes validation, prevents duplicate workspaces, and returns the repository identifier to the originating business process.

Integration direction
Salesforce
Martini
NetDocuments
Salesforce
Example Mapping
NetDocuments FieldCanonical FieldTarget Field
Salesforce Matter IDexternalMatterIdWorkspace external identifier
Account NameclientNameWorkspace name
Matter TypematterTypeProfile matter type
Salesforce OwnerownerReferenceWorkspace owner or responsible user
Martini implementation pattern

Martini receives a Salesforce event or scheduled input, validates required matter fields, searches NetDocuments using a durable external identifier, and creates or updates the workspace only when appropriate. It maps profile metadata, applies naming and permission rules, returns the workspace identifier, and sends authorization, validation, or duplicate exceptions to controlled error handling.

Martini capabilities used
  • workflows
  • API consumption
  • data mapping
  • business rules
  • error handling

Pattern 2: Route documents through DocuSign and archive results

When to use this pattern

Use this pattern when managed NetDocuments documents must be signed and the completed output must be preserved in the correct workspace and folder. It maintains traceability between the original document, signing envelope, and final version.

Integration direction
NetDocuments
Martini
DocuSign
MartiniNetDocuments
Example Mapping
NetDocuments FieldCanonical FieldTarget Field
Document IDsourceDocumentIdDocuSign document reference
Document contentbinaryContentDocuSign file payload
Workspace IDrepositoryLocationNetDocuments destination workspace
Envelope statussigningStatusDocument or profile status metadata
Martini implementation pattern

A Martini workflow retrieves the selected NetDocuments document and metadata, validates content and destination information, submits the file to DocuSign, and stores the envelope identifier. After completion, it retrieves the signed output, applies the versioning policy, uploads it to NetDocuments, and retries only transient operations with duplicate checks.

Martini capabilities used
  • workflows
  • API consumption
  • binary content handling
  • data mapping
  • business rules
  • error handling

Pattern 3: Process selected NetDocuments events

When to use this pattern

Use this pattern when supported NetDocuments event notifications should trigger downstream updates. Because event coverage is selective and payload completeness varies, the workflow should retrieve current state and use scheduled reconciliation as a safety net.

Integration direction
NetDocuments
Martini
ServiceNow
Example Mapping
NetDocuments FieldCanonical FieldTarget Field
Event resource IDnetDocumentsResourceIdServiceNow document reference
Event typechangeTypeServiceNow activity or status
Workspace IDworkspaceReferenceServiceNow matter or request reference
Document versionsourceVersionServiceNow synchronization version
Martini implementation pattern

Martini exposes a receiving endpoint, validates the notification, checks the event and resource identifiers for duplicates, and retrieves current NetDocuments state when necessary. It maps the normalized document or workspace change to ServiceNow, records the processing result, and routes failures for replay or scheduled reconciliation.

Martini capabilities used
  • API exposure
  • webhook handling
  • workflows
  • API consumption
  • data mapping
  • idempotency
  • error handling

Pattern 4: Reconcile NetDocuments metadata on a schedule

When to use this pattern

Use this pattern when event notifications do not provide complete coverage or when the organization needs a periodic consistency check between NetDocuments and another application or data store.

Integration direction
NetDocuments
Martini
Data warehouse
Example Mapping
NetDocuments FieldCanonical FieldTarget Field
Workspace IDrepositoryObjectIdExternal repository identifier
Document modified timestampsourceModifiedAtLast source update
Profile fieldsdocumentMetadataCanonical metadata columns
Document versionsourceVersionCurrent version
Martini implementation pattern

A scheduled Martini workflow loads a checkpoint, retrieves paginated NetDocuments resources, compares identifiers, versions, and timestamps with the target model, and applies idempotent updates. It uses bounded concurrency, records permission and schema exceptions, persists the checkpoint only after successful processing, and supports replay from a safe boundary.

Martini capabilities used
  • scheduled workflows
  • API consumption
  • pagination
  • data mapping
  • business rules
  • idempotency
  • monitoring

Applications commonly integrated with NetDocuments

NetDocuments can be integrated with adjacent business applications to associate matter, client, transaction, service, and signing information with controlled document repositories. The exact direction and scope depend on the APIs, permissions, governance requirements, and metadata models of both systems.

Application Scenario Direction Martini Pattern
Salesforce Associate client, account, opportunity, or matter information with NetDocuments workspaces and documents, and return repository references to Salesforce. Salesforce → Martini → NetDocuments Martini receives a Salesforce event or scheduled extract, searches for an existing workspace using an external identifier, creates or updates the workspace where permitted, maps profile metadata, and returns the NetDocuments identifier. Idempotency checks prevent duplicate workspaces.
Microsoft SharePoint Coordinate document handoff, collaboration, or publishing between SharePoint libraries and controlled NetDocuments repositories. Microsoft SharePoint → Martini → NetDocuments Martini retrieves approved files and metadata from the source API, validates destination workspace and profile requirements, uploads content to NetDocuments, and preserves source identifiers and version information. The reverse direction can use the same pattern when governance permits.
DocuSign Send NetDocuments documents for signature and archive completed signed documents and envelope metadata in the correct workspace. NetDocuments → Martini → DocuSign → Martini A Martini workflow retrieves the document and metadata from NetDocuments, submits the content to DocuSign, tracks the envelope identifier and signing status, then uploads the completed output as a new document or version according to the defined repository policy.
ServiceNow Link legal, compliance, privacy, or service requests to NetDocuments workspaces and supporting documents. ServiceNow → Martini → NetDocuments Martini receives or polls ServiceNow requests, validates matter and access data, finds or provisions the corresponding NetDocuments workspace, uploads approved documents, and returns document references or status to the ServiceNow record.
Workday Store employment, compliance, or HR-related documents in NetDocuments while retaining worker and business-process metadata in Workday. Workday → Martini → NetDocuments Martini retrieves approved Workday document payloads and worker metadata, applies privacy and destination rules, maps profile fields, uploads content to the permitted workspace, and records the NetDocuments reference without broadly replicating sensitive data.
NetSuite Associate contracts, customer documents, and transaction references with NetDocuments workspaces while returning document links to NetSuite. NetSuite → Martini → NetDocuments Martini consumes NetSuite records or scheduled extracts, resolves the target workspace, transfers documents and metadata through NetDocuments REST resources, and writes the resulting identifiers back to NetSuite with retry and duplicate controls.
Relativity Exchange case, review, or discovery-related content and metadata with a controlled NetDocuments repository. Relativity → Martini → NetDocuments Martini stages metadata and binary content, validates workspace and folder mappings, performs paginated or checkpointed transfers, and records source identifiers, versions, and exceptions for replay.
Jira Link legal or compliance work items to NetDocuments documents and preserve repository references in issue workflows. Jira → Martini → NetDocuments A Martini workflow receives Jira issue changes or runs on a schedule, validates the issue’s matter and document references, retrieves or uploads content through NetDocuments APIs, and updates Jira with controlled links and processing status.

How to build a NetDocuments integration in Martini

Objective

Establish the NetDocuments application relationship and secure OAuth 2.0 configuration before building resource workflows.

Instructions in Martini

  • Register the application through the NetDocuments developer platform.
  • Configure the client identifier, client secret, redirect URI, and required access scope.
  • Store credentials and token-related configuration in Martini secrets or secure environment settings.
  • Confirm the authenticated user and application can access the required cabinets, workspaces, folders, documents, and profiles.

Objective

Select an event, API request, or schedule that matches the completeness and timeliness requirements of the integration.

Instructions in Martini

  • Use a supported NetDocuments notification when the required event is available.
  • Expose a Martini API endpoint for inbound notifications or source-system requests.
  • Use a scheduler for reconciliation, migration, or workflows that require complete coverage.
  • Define how delayed, duplicate, or unsupported events are recovered.

Objective

Obtain the current NetDocuments resource state and document content needed for the business operation.

Instructions in Martini

  • Call the documented REST resource through a Martini workflow.
  • Process list responses with pagination and a durable checkpoint.
  • Retrieve current state after a notification when the payload is incomplete.
  • Separate metadata retrieval from binary content transfer when that improves control and reliability.

Objective

Coordinate validation, lookups, resource operations, downstream calls, and state recording in a maintainable workflow.

Instructions in Martini

  • Resolve cabinets, workspaces, folders, documents, and profiles before writing changes.
  • Apply permission-aware routing and distinguish authorization failures from authentication failures.
  • Use reusable workflows or services for common NetDocuments API and mapping logic.
  • Control concurrency and avoid unnecessary download-and-upload cycles.

Objective

Convert NetDocuments resource schemas and tenant-specific metadata into canonical and target-system models.

Instructions in Martini

  • Map durable NetDocuments identifiers and source-system identifiers explicitly.
  • Validate required profile fields, controlled values, filenames, MIME types, and versions.
  • Transform metadata and binary-content references separately where appropriate.
  • Preserve document, workspace, envelope, and source version information.

Objective

Ensure that repository governance, versioning, privacy, and idempotency policies are enforced before side effects occur.

Instructions in Martini

  • Check whether a workspace, folder, document, or event has already been processed.
  • Choose whether an update creates a new version, a separate document, or an exception.
  • Apply destination, access, naming, and retention rules defined by the customer.
  • Reject invalid or unauthorized operations without repeating non-idempotent calls.

Common NetDocuments data objects used in integrations

ObjectTypical UseCommon target systemsMartini handling
CabinetsRepresent high-level repositories or organizational containers used to scope content and permissions.Salesforce, ServiceNow, reporting platforms, and matter-management applicationsMartini retrieves cabinet identifiers and metadata through REST APIs, applies permission-aware routing, and stores external-to-NetDocuments identifiers for synchronization.
WorkspacesContain matter-, client-, or project-oriented documents and metadata.Salesforce, NetSuite, ServiceNow, Workday, and legal applicationsMartini searches by durable external identifiers, provisions or updates workspaces where permitted, maps profile fields, and uses idempotency checks before creation.
FoldersOrganize documents hierarchically within workspaces or other content structures.SharePoint, DocuSign, Relativity, and matter-management applicationsMartini resolves destination paths, validates naming and permissions, creates or updates folders where supported, and records resource identifiers.
DocumentsRepresent managed content, metadata, and document versions.DocuSign, SharePoint, Salesforce, Relativity, data warehouses, and business applicationsMartini transfers binary content and metadata separately when appropriate, preserves versions and source identifiers, validates MIME types, and retries only safe operations.
UsersRepresent people whose access, ownership, and permissions affect content operations.Identity, HR, CRM, and service-management applicationsMartini uses user information for controlled mappings and routing while respecting authorization boundaries; it does not treat authentication as a permissions bypass.
ProfilesDefine or carry metadata associated with documents and workspaces, subject to tenant and repository configuration.Salesforce, NetSuite, ServiceNow, reporting platforms, and workflow applicationsMartini maps profile fields using the customer’s confirmed schema, validates required values and controlled vocabularies, and routes invalid metadata to exception handling.

Authentication and security considerations

OAuth 2.0 and application registration

NetDocuments integrations are primarily authenticated with OAuth 2.0. Applications require registration, client configuration, and redirect URI settings where user consent is involved. Martini can keep client credentials and token-related configuration in secure environment settings rather than workflow logic.

Permissions remain authoritative

Authentication does not bypass NetDocuments authorization. The authenticated user and application must have access to the relevant cabinet, workspace, folder, document, or profile. Workflows should distinguish token failures from permission failures.

Content and metadata protection

  • Validate document destinations, profile fields, MIME types, and content sizes before transfer.
  • Limit access to API endpoints that receive event notifications or expose NetDocuments operations.
  • Do not assume JWT bearer or API-key authentication unless NetDocuments confirms it for the selected API product.

Operational considerations for NetDocuments integrations

Pagination and checkpoints

List operations should be treated as paginated unless the specific resource states otherwise. Store a durable checkpoint and prefer documented identifiers, timestamps, or change markers over relying only on page numbers.

Idempotency and versions

Retries can create duplicate workspaces, folders, metadata updates, or uploaded documents. Store source identifiers, NetDocuments identifiers, event identifiers, and versions, and define whether an update creates a new version or a separate document.

Content transfer

Binary transfers require MIME-type validation, size controls, temporary storage or streaming decisions, and separate retry handling from metadata calls. Avoid unnecessary download-and-reupload cycles.

Events and reconciliation

Selected notifications may be delayed, duplicated, or incomplete. Validate and deduplicate events, retrieve current state when necessary, record failures for replay, and use scheduled reconciliation for completeness.

Rate limits and API changes

Use bounded concurrency and backoff for transient failures, and do not assume unlimited throughput. Isolate API calls and mappings in reusable Martini workflows so API-version or tenant-specific schema changes can be tested safely.

Why use Martini instead of scripts or point-to-point integrations?

Orchestrate complete integration processes

Scripts often combine authentication, pagination, mapping, business rules, content transfer, retries, and monitoring in code that becomes difficult to reuse. Martini provides workflows and APIs for coordinating these concerns across NetDocuments and surrounding systems.

Separate vendor APIs from business models

Martini can map cabinets, workspaces, folders, documents, users, and profiles into canonical models and target-system schemas. This helps isolate tenant-specific metadata and NetDocuments API details from downstream applications.

Improve operational control

  • Use secure environment configuration for OAuth credentials and secrets.
  • Apply validation, idempotency, checkpoints, bounded concurrency, and targeted retries.
  • Expose controlled API façades instead of giving every consumer direct repository access.
  • Reuse workflow assets for event processing, scheduled reconciliation, and document-content operations.

Frequently asked questions

How can NetDocuments be integrated with enterprise systems?

NetDocuments can be integrated through its documented REST APIs, OAuth 2.0 application authentication, document-content operations, and event notifications for selected events. Scheduled, paginated workflows are appropriate when complete reconciliation is required.

Can Martini integrate with NetDocuments?

Yes. Martini can consume NetDocuments REST APIs, orchestrate document and metadata workflows, handle OAuth 2.0 configuration, receive supported event notifications through an exposed API, and map NetDocuments objects to downstream applications.

Do I need a connector to integrate NetDocuments with Martini?

No dedicated NetDocuments connector is required. Martini can use NetDocuments’ confirmed native integration mechanisms, including REST APIs, OAuth 2.0, document-content operations, and selected event notifications.

Is there any extra Lonti cost to integrate NetDocuments with Martini?

Lonti does not charge an additional per-connector or per-vendor fee to integrate NetDocuments. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from NetDocuments, cloud infrastructure, or other third-party systems depending on subscription, usage, and deployment model.

Which NetDocuments integration methods should new projects use?

REST APIs with OAuth 2.0 are the preferred approach for new integrations. Document-content resources should be used for uploads and downloads, while selected event notifications can support near-real-time processing. GraphQL and a current official SOAP API were not confirmed.

Can Martini react to every NetDocuments document change?

Not necessarily. NetDocuments event notifications apply to selected supported events rather than automatically covering every operation. A scheduled reconciliation workflow may be needed to identify missed, delayed, or unsupported changes.

How should NetDocuments data synchronization handle versions and duplicates?

Use durable external identifiers, NetDocuments resource identifiers, source event identifiers, and document versions to make updates idempotent. Define whether changes create a new NetDocuments version, a separate document, or an exception, and use checkpoints for recurring synchronization.

Can Martini expose an API façade for NetDocuments?

Yes. Martini can expose controlled REST APIs that hide NetDocuments-specific details from downstream applications. The façade can authenticate callers, validate requests, apply business rules, invoke NetDocuments REST workflows, and return normalized responses without providing direct repository access.

Related Martini documentation

NetDocuments APIs

Events

Workflows

Security

Operations

Build your NetDocuments integration with Martini

Use Martini to connect NetDocuments REST APIs, document-content operations, selected event notifications, and OAuth 2.0 security with the applications and workflows that support your business.

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