Upload Documents from my Computer to NetDocuments

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May 24, 2022

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It’s now in NetDocuments, but it’s out of date.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