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What is MNdocs? 

MNdocs is the MSBA's leading automated document assembly program, featuring expertly crafted templates. Accessible on PCs, Macs, tablets, and phones, MNdocs ensures you always have the latest versions of hundreds of legal forms, continuously updated by the MSBA. 

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What is document assembly or document automation? 

Document automation uses templates and algorithms to generate forms with minimal attorney input. Users answer a few questions, and the system creates the necessary forms, saving attorneys time and money. 

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What forms or practice areas are available in MNdocs? 

MNdocs includes forms in several practice areas including probate, estate planning, guardianship/conservatorship, real property, business law, and family law. The forms library is updated regularly. For the current list of available forms and practice areas, visit the MNdocs webpage. 

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When will new forms be added (and which ones) and how will I get them? 

While staff keep MNdocs constantly under review, the MSBA relies on member volunteers to help update and expand our form libraries. As an MNdocs subscriber, you gain automatic access to new forms during your subscription. Every time you log in, you get the latest versions and updates, with no need for software downloads or new library installations. 

If you have suggestions for updates or new content, or would like to get involved in the process, please email us at mndocs@mnbars.org. 

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I am an MSBA member. How do I get the member price for MNdocs? 

Member pricing for MNdocs is tied to your primary email (your login to www.mnbars.org). Once you’ve logged in to MNdocs with your primary email address, you will be offered the member price automatically. If you’d like to use a different email address for your MNdocs account or if the price you see seems incorrect, contact MSBA at 612-333-1183 or mndocs@mnbars.org for assistance.  

There are both monthly and annual subscriptions to choose from, as well as pricing based on the number of users at your firm. Once you’ve selected the subscription and licensing options you’d like, visit your cart and enter your credit card information to complete the transaction. If you have trouble creating an account or don’t see the member price during checkout, contact MSBA at 612-333-1183 or mndocs@mnbars.org. 

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How do I change my MNdocs password? 

Log in to MNdocs and click on the profile icon in the upper right, then choose “Profile” from the pop-up box. Change your password on the screen that appears. Click on the Change Password button to complete the change. If you need assistance, contact MSBA at 612-333-1183 or mndocs@mnbars.org. 

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Can I use MNdocs on my tablet or phone? 

Yes, the new MNdocs is available on any device with a web browser, including iPads, iPhones, Macs, PCs, Windows phones, and Android devices. You can login here: https://mndocs.xpressdox.com/.  

Supported browsers include Chrome, Firefox, Edge, and Safari. 

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How do I add attorneys, preparers, and other firm information? 

**Only administrators on MNdocs accounts are able to add or change firm information, including law firm staff. 

1. Click on the Manage menu and select Firm Information from the drop-down menu. 

2. On the Firm or Practice Information screen that appears, select Add Attorney. 

3. Fill in the attorney’s or legal staff’s information on the screen that appears, then click “Confirm” or “Confirm and add next.” 

4. When finished, click Confirm to return to the Firm or Practice Information screen.  

5. Click the Save Firm Information button at the bottom of the screen. 

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How do I add or remove a User/Admin? 

Only administrators are allowed to add or remove users and administrators.  

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Where are my answer files saved with the new MNdocs?  

To save information in the MNdocs cloud, you need to activate MNdocs cloud storage when setting up your account. 

1. Click on the Manage menu and select Settings from the drop-down list. (Only account administrators have access to Settings for their firm in MNdocs.) 

2. On the Settings page, check the box next to Allow Cloud Storage. 

3. Click the Update button at the bottom of the screen. 

4. The MNdocs File Explorer will appear in your Manage menu and you will be able to save your answer files in the MNdocs cloud. 

When you open the File Explorer from the Manage menu, a Locations folder will appear in a pop-up box. There will also be an initial folder, where your answer files will be stored when you save them.  

You may create new folders and sort your answer files however you like within the MNdocs File Explorer. 

1. To create a new folder, hover over an existing folder. A red folder with a plus (+) sign will appear on the far right. 

2. Click on this folder to create a new folder. 

3. A box will pop up that allows you to give the new folder a name. Name the folder and click Save. 

As you are working on a template, you can save your answers using the Save Information button at the top of the template. 

You can also save your answers at the end of each template, saving it to the MNdocs cloud or downloading it to your computer. When using an answer file for additional templates, save the answer file after assembling the template to add new information to your existing client answer file. 

NOTE: MNdocs automatically saves your session every 60 seconds. If your connection or session is interrupted, when you return, you will be asked if you want to reload the information you entered. After reloading, you need to manually save the answer file using the Save Information button at the top of the template or on the assembly page at the end of the template to permanently save it. 

If you want to remove your answer files from MNdocs, save a copy to your computer. Then, delete the files you no longer need from the MNdocs File Explorer. 

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How do I enable cloud storage? 

**This function is only available to administrators on your firm’s MNdocs account. 

To enable MNdocs cloud storage: 

1. Click on the Manage menu and select Settings from the drop-down list.  

2. On the Settings page, check the box next to Allow Cloud Storage.  

3. Click the Update button at the bottom of the screen. 

The MNdocs File Explorer will now appear in your Manage menu. 

Note: If you do not enable MNdocs cloud storage, you will need to save your answer files to your computer if you want to use them again. 

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How do I create folders? 

To create folders in MNdocs cloud, open File Explorer from the Manage menu. You'll see a Locations folder and an auto-created folder. Hover over any folder; a red folder with a plus (+) sign will appear on the right. Click it to create a new folder, name it, and click Save. Hover to reveal tools for adding, editing, deleting folders, or uploading answer files. Additionally, you can nest folders, just like on your computer. 

Note: Only answer files can be saved in the MNdocs cloud. Assembled documents need to be downloaded to your computer in order to save them. 

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How do I change my firm information? 

**Only administrators on MNdocs accounts are able to add or change firm information. 

There are two ways you can navigate to the screen to allow you to edit your firm information. 

1. Click on the Manage menu and select Firm Information from the drop-down menu. 

Or … 

2. Select the Home icon (next to blue arrow in image below). On the screen that appears, select “Edit Firm Information” (circled in blue in image below).  

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Why are some assembled documents only available in Word when most are available in PDF and Word? 

Some templates only assemble as Word documents, especially when they allow for document mirroring, like creating a mirrored will for a spouse. These mirrored documents don't assemble correctly in PDF. 

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Can I share my files within my firm? 

If your firm has multiple MNdocs subscriptions, you can share content between users. Find answer files stored in the MNdocs cloud via the File Explorer in the Manage menu. To see files from other users, uncheck "Show only my files".  

Note: MNdocs saves answer files, not completed forms. You can download completed forms as PDFs or Word documents. For saving finished documents, continue using your current storage process. 

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How do I enable shared interviews and send them to clients?  

**The Settings menu is only available to administrators on your firm’s MNdocs account. Once shared interviews are enabled, all the firm’s users may send interviews to clients. 

To enable shared interviews: 

1. Go to the Manage menu and select Settings from the drop-down list. 

2. On the Settings page, select the box next to Enable Shared Interviews. 

3. Click the Update button at the bottom of the screen. 

You will now be able to find Shared Interviews in your Manage menu. 

To share an interview with a client:  

1. Click the Share Interview button at the top of the screen.  

2. Adjust the settings as needed. You may choose to send the interview via XpressDox email or Outlook. 

3. Click Next. 

4. A default Invitation Email Message template email will appear. Edit this email as needed, except for the link. 

5. To save your edits for future client emails, click on New Template. 

6. Name the new template, then click Save. 

7. Click Next on the Invitation Email Message screen. 

8. A default Result Page Message will appear. This is the on-screen message the client will receive upon completing the interview. Edit this message as needed. You may also create and save a new template for this message. 

9. When finished, click Send. 

When the client completes the interview, you will receive an email notifying you it has been completed. Visit Shared Interviews in your Manage menu to find the completed interview and load it into the template. Click on the 3 dots on the right side of the interview, which will reveal a menu of actions. Select View Interview to load the completed interview. Save the answers from the interview to the MNdocs File Explorer. 

NOTE: Clients can save their answers and come back to the shared interview at a later time, as long as they return within the time you have allotted for the interview. Clients may also share the interview link with someone else related to the case (a spouse or partner when creating a will) to assist with providing answers. 

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Can I set up my MNdocs subscription to auto-renew?  

Manage your MNdocs subscriptions by logging into your account, clicking on Manage in the top navigation bar, and selecting Subscriptions. Monthly subscriptions automatically renew unless canceled. Annual subscriptions do not auto-renew. You'll receive an email notification one week before your renewal date reminding you to make any necessary changes and renew prior to the expiration date. Failure to renew means losing access on your expiration date. 

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How do I change my subscription from a monthly to an annual subscription? 

If you wish to switch your subscription from monthly to annual, please contact MNdocs support at mndocs@mnbars.org. 

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How do I cancel my subscription? 

Annual Subscribers do not need to cancel their subscription as the subscription will automatically terminate on the expiry date. 

Monthly subscribers can cancel their subscription at any time. 

Only the Subscriber Admin can cancel a monthly subscription. 

To cancel a monthly subscription, click on Manage > Subscriptions, then click on cancel subscription icon (2 arrows in a circle with a line through them). 

You will be asked to confirm the cancellation. 

Once you confirm, you will receive a notification that the cancellation was successful, and that the subscriber will still have access until the end date. 

The Subscriber Admin can confirm the cancellation by clicking on Manage > Subscription. 

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Are credit card numbers stored in MNdocs? 

Credit card numbers are not stored within MNdocs. 

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Is the information I store in the MNdocs cloud backed up? How secure is my information in MNdocs? 

Backups of all MNdocs cloud data are done daily, weekly, monthly, and yearly on a rotating basis. Backups are all stored in the USA. There is also a geo redundant server in the USA in case the primary server fails.  

Your client data is stored in our MNdocs cloud account by firm name. 

All servers are hosted with Microsoft Azure, and are tightly locked down – physically and digitally to protect information. All data is encrypted, so even if a hacker did gain access to an Azure-hosted SQL Server, they wouldn’t be able to understand the data. 

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Is there any training available? 

The new MNdocs user interface is streamlined and intuitive. However, if you would like a personal walk-through of the platform, please reach out to our Law Practice Technology staff at mndocs@mnbars.org.  

MNdocs also offers an on-screen tour of tips for first-time users in the Support menu. 

MSBA offers periodic open demos of MNdocs. Watch our CLE calendar for these events. 

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What if I have issues with MNdocs? 

Questions, complaints, or suggestions relating to content can be directed to Mary Warner at mwarner@mnbars.org or Jennifer Carter at jcarter@mnbars.org. 

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