Document-management-migration

New Document Management

Simplify your Centerbase experience with comprehensive document processes that support time capture, automation, and are interconnected with your matters, clients, and more.

Benefits of New Document Management

Simplified, single experience with native + comprehensive document management
Turn document management activities into billable hours
Automate your document processes
Enhanced security and compliance utilizing Microsoft SharePoint’s document capabilities

Please view our Document Management Functionality & Microsoft SharePoint Set Up Training Webinars to ensure you are ready to begin using New Document Management.

Explore the benefits of New Document Management

view Document Management & Microsoft Resources

View how to best prepare your documents for migration

View SharePoint Permissions Set Up Instructions

All users at your firm must update their Microsoft Word + Outlook add ins to fully leverage the capabilities of new Document Management. Please see below for detailed instructions and training.

How to install your word & outlook Add ins

How to use your updated word add in

How to use your Updated outlook add in

Will this increase my Centerbase subscription?

No. We are continuously enhancing our platform to provide you with optimal practice management functionality at no added cost to you.

Do I have to utilize Microsoft Office 365 and Sharepoint?

Yes. Microsoft Office 365 and SharePoint will be a requirement of using Centerbase going forward and is the foundation of a secure platform.

What version of Microsoft Office 365 does my firm need?

Microsoft 365 Business Standard, Business Premium, or Enterprise license is recommended. Microsoft 365 Business Basic license is compatible but only includes the web and mobile versions of Word, Excel, PowerPoint, and Outlook, not the desktop versions.

What Document Management training materials will my firm have access to?

You will have access to this recorded webinar, quarterly Document Management training webinars, live 1:1 training, and other training resources to ensure your confidence when navigating the new Document Management Solution. You can access and request all training materials via the Support Hub and Centerbase Community.