Upload Documents to Websites Directly from NetDocuments in Google Chrome

Posted in NetDocuments and Web Browsers, NetDocuments Tips, NetDocuments User Tips on July 22, 2019 by Craig Bayer

When you upload documents to websites, you want NetDocuments to POP. For Google Chrome, NetDocuments has created a Chrome Extension to allow this.

You can also install this extension in Microsoft Edge.

During the installation of ndOffice, the Chrome extension should automatically install. You can manually install it from the Chrome Store if it doesn’t.

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, like a court website.

Step 3: Click on the ndIcon in Chrome

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Step 4:  Choose Connect Website to NetDocuments

Step 5:  Click upload, and NetDocuments will pop open

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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

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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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