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. 

Affinity University - On-Demand Training for Legal Professionals

Paul Unger

Written by Paul Unger

Paul is an Affinity Partner and law practice consultant with a passion for teaching attorneys how to use technology and how to automate their practice. He teaches and coaches lawyers how to be more efficient with time, task, document & email management, and just as important, distraction management by offering customized time management workshops for lawyers and their staff throughout North America. He helped modernize the use of courtroom technology and is an expert in paperless office strategies and document management. He is also an author of numerous books, manuals, and articles. Paul is a national speaker and frequent lecturer for CLE programs.

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