Here is a Quick Way to make NetDocuments work in Google Chrome, and other browsers

Posted in NetDocuments and Web Browsers, NetDocuments Tips on November 8, 2018 by Craig Bayer

If NetDocuments is Browser Agnostic (works in any browser) why do I always recommend that people use Internet Explorer (IE)?  NetDocuments has an Active X controller hooked into IE that allows users to automatically check backed in documents that they checked out.  So IE users save a step. NetDocuments has an add-in that will allow it to run in other browsers called ndOneClick.  By other browsers, I mean:

  • Chrome
  • FireFox
  • Safari
  • Edge (yuck)

How to Install It

If you are using a Mac, please read our Mac Instructions.  

First off, you need to open NetDocuments in Chrome, FireFox, or Safari.  You won’t see these options in Internet Explorer.

 

Step 1: Settings  –> Application Settings –> Click Setup

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Step 2: Click Download and install ndOneClick

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Click: Next, Next, Install, Finish

Step 3: Click Next, Next, Install, and Finish

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Step 4: Click Next and Test ndOneClick

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Note:  You will probably get a pop screen that appears.  You want to choose the option that says something like always use ndOneClick for this option.

Step 5: Click Finish and Check the box next to Enable ndOneClick

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How to Use It

Now when you open (check out) a document in NetDocuments, you will a screen like this below:

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When you want to Check In documents you get this option:

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Just click Check in all closed documents and they will auto check-in.

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