Affinity Consulting Blog


We find that the Home Page function in NetDocuments is often overlooked by users, so here are some tips to help you get the most out of this cool part of the NetDocuments System. When you login to NetDocuments, you are always taken to the Home screen:

No matter where you navigate to in NetDocuments, you are only ever one mouse click away from your Home Screen. Just click the "Home" button or your company logo in the top left hand corner of the screen:

The purpose of the Home Page is to create a gathering point for all of your active or recently accessed documents, workspaces and folders. It provides a single portal of entry into you’re the most commonly access parts of NetDocuments.

Adding Items

Any workspace, folder or document can be quickly added to the Home Page by simply clicking on the "Favorite" star located next to the object name:

You can even add links to webpages in your Home Page - which allows you to access those webpages regardless of the browser you use. To create a link, just go to the “New” drop-down menu on the Search Ribbon and select “Link/URL”. You will be asked to enter the URL to your favorite link and then you can name it anything you want. Save that link by clicking OK. Then in the list view, you can "star" it by clicking the star icon next to that link to add it to your Home Page.

Using Sections

You can add sections to your Home Page to organize your favorite workspaces, folders and documents. Just click on the "Customize Layout" button on the Home Page screen and add your sections:

You can then add or remove sections, or rearrange them within up to three columns in the layout window:

Once you've created your Sections, you can then simply drag and drop your Favorite Workspaces, Folders and Documents into the relevant section.

You now have a perfect entry point to work on your documents.

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