NetDocuments TipsNetDocuments User Tips

Upload Documents from my Computer to NetDocuments

By May 24, 2022June 5th, 2022No Comments

This article is especially relevant if your firm moved from Windows\Worldox and you needed to work over the weekend that we migrated.

I usually ask people if they need to work that weekend and save documents to their desktop.

Option 1:  I edited a document on my desktop that is now in NetDocuments.

You edited this excel file on your desktop.

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It’s now in NetDocuments, but it’s out of date.

Step 1: Find the Document in NetDocuments

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Step 2:  Check the Box Next to the Document

Step 3:  Choose Upload New Version

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Step 4:  Choose File

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Step 5:  Browse the file on your desktop.

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Step 6: Click OK

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Option 2:  I created a new document on my desktop

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Step 1:  In NetDocuments, Click Add –> Upload

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Step 2: Browse to the File on your Desktop and Click Open

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Step 3: Click OK

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Step 4: Profile the Document and Click OK