NetDocuments Training: Customize Your Right-Click Menu

Customize Your Right-Click Menu in NetDocuments

Everyone hates to click more than necessary to get something done within a software program or website!  In NetDocuments, everyone has the ability to customize your right-click menu so you are only two-clicks away from your most commonly used features.

  1. At any document list or search result, right-click on a document.
  2. Select Customize menu.Customize your right-click menu in NetDocs
  3. To Add a feature to your right-click menu, drag and drop the desired feature from the left-hand column (Unselected options) to the right-hand-column (Selected options).  To Remove a feature, do the opposite.Add or remove features from your right-click menu in NetDocs
  4. To re-order your menu, simply drag and drop the option in the right-hand column to the desire position.  I prefer mine in alphabetical order, but many prefer to have their most used features at the top of the list.  NetDocuments allows you to manually arrange the features in any order that you want.Re-order options in customized NetDocs right-click menu
  5. You can have up to 20 items in your right-click menu.

Reach out to us any time if you have any questions about customization within NetDocuments, right-click menus or any other NetDocuments features. Just call us at 877-676-5492 or request a consultation. 

Team DISC Training at Affinity | Strategic Consulting for Law Firms


Paul Unger

Written by Paul Unger

Paul is a national speaker and author. In addition, he coaches lawyers on how to be more efficient with time management by offering customized workshops. When he isn't speaking or writing, he usually performs technology assessments throughout the United States and Canada. Paul began his career working for the Governor of Ohio and then went on to law school. He practiced law for six years, specializing in litigation and bankruptcy, before starting a legal technology consulting company with partner Barron Henley in 2000. Paul's superpowers are cleaning up messes and turning digital chaos into well-organized machines. His favorite part of his job is helping people get organized and focused on finding more enjoyment in their lives and careers.

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