Workspaces Don’t show on the Home Page in NetDocuments

Posted in NetDocuments Tech Support Issues, NetDocuments Tips on February 4, 2021 by Craig Bayer

In NetDocuments go to your home page (the first page you see when you login)

Step 1: Click on Small Arrow next to the word home and Click on Customize Layout

image

Step 2:  Move your Mouse over Favorite Workspaces and click on the Blue Arrow

image

Step 3: Change the options to Display 15 Items and Click Save Changes

image

I CAN ONLY SEE 15 WORKSPACES ON THE HOME PAGE!!!!!

No, you can see as many as you want.   The Favorite Workspace Section can only hold 15 workspaces.  Create another Section like “Craig’s Cases” and drag workspaces from Favorite Workspaces into that.

You can create a new section by clicking on Create a Personal Section

image

Previous Article
Next Article

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

Share 0