How do I customize my Home Screen in NetDocuments

Posted in NetDocuments User Customization on February 12, 2023 by Craig Bayer

When you first log in to NetDocuments, you will be at the Home Screen. If you are a new user, it will be blank.

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Above is what my Home Screen looks like. This is a place to bookmark favorite documents, emails, Folders, and Workspaces and have easy access to them.

To set up your own Home Screen, click on the arrow next to the word Home on the top left of the screen.

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This will allow you to create headers and set up the organization.

Click Create a Personal Section to create a header and to organize your layout. To get documents, Folders, and Saved Searches to show up on the home page, click the grayed-out star next to them. Once the star turns yellow, the item appears on the home page, and you can then drag it to the correct location.

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