How to Hyperlink Documents in NetDocuments

  |  
May 29, 2022

Each file in NetDocuments has a unique URL.  This is a great feature when you want to put links in Word, Excel, Sharepoint, or other areas.

Internal Links – Links for people in your firm

In NetDocuments, you can view the NetDocuments ID to the right side of NetDocuments.

image

If you move your mouse over the document ID, you will get 3 options.

image

Option 1: Click:  4823-2000-1212

This will just copy the NetDocuments Document ID

Option 2: CTRL + Click: https://optiable.com/netdocs-login

This will copy the URL to the document.  This is perfect for coping the hyperlink into a word or excel file.

Option 3: SHIFT + Click:

NetDocs – Security Guide

This will copy a nice icon and Hyperlink of the file.

All of these options are using a link, which can only be used by a NetDocuments User.  You can also use Deliver a Secured Link, to get a hyperlink, that anyone in the world can download.

External Links – For People Outside of your firm

image

Once the window opens, you can click on Copy Link.

image

Remove the link expiration date, and change Link to: Official Version

A link like this will be created:

https://optiable.com/netdocs-security-guide