How to setup NetDocuments for Automatic Login

If you are using a Windows Computer and Internet Explorer, you can setup NetDocuments to automatically login you in to the website, ndoffice, ems profiler, ems folders, ndsync, and the folder import tool.  If your office has a server with active directory, you simply need to check a box.  If it does not, you need to install a certificate.

In NetDocuments go to Setup –> Login Information

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If you have Enable automated login, just check that.  If you don’t,  you will need to install a certificate that will last for one year.

Step 1: Make sure Internet Explorer is your default browser.

Step 2: Go to Comodo  https://www.comodo.com/home/email-security/free-email-certificate.php

Step 3: Fill out this information

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If you get a new computer within  a year, you will need to revoke this  certificate so you can reinstall it.  Make a note of this password  and if that happens, go to https://secure.comodo.com/products/!SecureEmailCertificate_Revoke

Step 4:  Open your email and wait for about 5 minutes.  Click on the big red button in the email

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Step 5: Click Ok

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Step 6: Log into NetDocuments and go to Setup –> Login Information.  Check Allow certificate based login

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Step 7: Make sure the Comodo Certificate is selected and click OK

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Step 8: Log out of NetDocuments and go back to the login screen.  Click on Need Login Assistance

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Step 9: Click I want to login using a personal digital certificate

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Step 10: Choose the Comodo Certificate again and click OK

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One thing to note.  If you have 2 computers you can export your certificate out of the first one, import it into the second one, and have NetDocuments auto login.

How to import and export your certificate: https://www.sslsupportdesk.com/how-to-export-a-certificate-from-internet-explorer/