What Is the NetDocuments Chrome Extension?
The NetDocuments Chrome extension is a free add-on that simplifies uploading documents stored in NetDocuments to other websites and vice versa. Think of it as a bridge between NetDocuments and the web platforms you use every day, whether you’re working with court filing systems, client portals, or any other website that requires document uploads.
How It Works
The extension integrates seamlessly with your browser workflow. Once you connect a website to NetDocuments, the extension adds a NetDocuments window to that website’s Browse or Upload button. From there, you can select files directly from your NetDocuments repository without the need to download them to your local machine first.
When you download a PDF or other document from a website, NetDocuments automatically opens, allowing you to quickly save the document directly into your NetDocuments system. This automatic prompt ensures that important files are captured and organized in your document management system immediately, rather than languishing in your Downloads folder.
Tips on setting up the Chrome Extension
- How to install the NetDocuments Chrome Extension
- How to install the NetDocuments Chrome Extension in Microsoft Edge
If you don’t see the Google Chrome Extension, please follow these steps to troubleshoot your issues.
Step 1: Click the Thumbtack Next to NetDocuments in Chrome Extensions
Once the extension is installed, you will want to click on the puzzle and the Thumbtack next to NetDocuments:
Step 2: Go to a Website where you need to upload documents, such as a court website.
Step 3: Click on the ndIcon
Step 4: Choose Connect Website to NetDocuments
Step 5: Click upload, and NetDocuments will pop open
Note that you can convert a document to a PDF before you upload it.
If NetDocuments does not pop open, I recommend calling NetDocuments Technical Support: 801-226-6882, Option 2