Affinity Consulting Blog


Loving NetDocuments, but want to do more? Ready to take your NetDocs to the next level? Considering a move to a document management system like NetDocuments? Affinity Partner Paul J. Unger and NetDocuments Senior Solutions Expert Mike Sanders presented a webinar sharing the Best Tips in Review for NetDocs users with a quick rundown of their favorite NetDocs tips. In case you missed it, let’s recap their favorite tips and you can view the recording (for a limited time) HERE!

  • Customize your Power Bar
      All the features you use on your Power Bar with a single click
  • Customize your Right-Click menu
      Individualize your right-click menus for what you use most
  • Customize your Home Page
      Personalize sections on your Home screen with those matters, folders, documents and workspaces that you use frequently
  • Use the ndOffice Activity Center
      Increase efficiency with immediate access
  • Multitask by duplicating ND tabs
      Open additional NetDocs tabs in your browser to work in more than one matter/document at a time
  • Bookmark Workspaces
      Bookmark ND documents as pages in your browser to connect instantly
  • Hyperlink to Documents for Document Summaries
      Compile ND document hyperlinks into a single file to create a summary of associated documents
  • Review multiple documents at once
      Larger review pane for easier access to preview, discussions and locations
  • Use ND integrations
      Mobility capability enhanced with browser versions for iPad and all Office integrations
  • Use ndOffice Outlook integration
      New emails, attachments, editing and zipping fast and easy via ndOffice plug-in
  • Send secure links
      Sensitive documents sent in a secure manner directly from NetDocs

Check out the full webinar HERE! for all of the details and demos of each tip or contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.. Our NetDocuments experts are ready to answer any questions!

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