Adding a NetDocuments Shortcut to your desktop

Posted in NetDocuments Tips on April 3, 2023 by Craig Bayer

Most NetDocuments users want to see a NetDocuments Icon on their desktop. In Google Chrome and Microsoft Edge, there are easy steps to create a NetDocuments shortcut on your desktop.

In Google Chrome

Step 1: Log into the Home Screen of NetDocuments

This is the main page where you log in to NetDocuments. It has a picture of a house.

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Step 2:  Click on the three dots at the very right side of Google Chrome

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Step 3: Cast, Save and Share

Step 4: Choose Create shortcut…

Step 5: Change the name to NetDocuments and then Click Create

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In Microsoft Edge

Step 1: Log into the Home Screen of NetDocuments

This is the main page where you log in to NetDocuments. It has a picture of a house.

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Step 2:  Click on the three dots at the very right side of Edge

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Step 3:  Go to More Tools

Step 4: Choose Pin to Taskbar

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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