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.
- At any document list or search result, right-click on a document.
- Select Customize menu.
- 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.
- 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.
- 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.