Customizing Your Home Page

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The Home Page is a landing place where you organize information to your preference with links to frequently used documents and items. For example, you can create a section named Templates and create links to all documents that are used as template documents. In another example, create a section named Clients containing Saved Searches that will search all documents relating to a particular Client or Client/Matter. You can have up to 3 columns of data on the Home Page.

By default, you have a Favorite Items section. This is the landing place for each item you choose as your favorite. You can drag items from this section to other customized sections on your Home Page.

Documents that you added to your Home Page are also available in the Navigation Pane.

If you have workspaces, you will also have a Favorite Workspaces section. When you select a workspace as one of your favorites, it will appear at the top of this section.

Select Customize Layout, hover over Favorite Workspaces, and in the drop-down list choose to display 3, 5, 10, or 15 items, or you can hide this section altogether. If hidden, your Favorite Workspaces (Matters) will still be available from the Navigation Pane.

Creating Customized Sections

  1. On the Home Page, select Customize Layout.

  2. Select Create a Personal Section. Enter the name of your new section and select OK.

  3. Drag the sections between columns or up and down in the same column, then select Save Changes.

Adding Document, Folder, or Saved Search Shortcuts to Your Home Page

  1. Navigate to the item you want to add to your Home Page (for example, a document, folder, discussion, ShareSpace, Saved Search, etc.).

  2. Select the star icon next to the document/item name. This action will turn the star yellow. A yellow star indicates that a link or shortcut to the document or item has been placed on your Home Page.

  3. A link to the document/item that you starred appears in the Favorite Items section on your Home Page. You can move it by dragging to any other section on the Home Page.

  4. You can also right-click the star icon, and in the dialog box choose to place a link on your Home page, another user's Home page (if you have Admin rights) or the Cabinet page.

Removing a Document, Folder, or Saved Search Shortcuts from Your Home Page

On the Home Page, select the yellow star next to the document/item to remove it. You can also select the yellow star in another place in NetDocuments to remove a document from the Home Page. When you remove the item from the Home Page, it remains available until you refresh this page or navigate to another page, so in case you change your mind you can select the star icon again to keep this item on your Home Page. The star turns gray indicating the document is no longer on the Home Page

 

Left/Right-Click Options 

Each document/item has an associated left-click menu. Hover over a document, and the left.png icon appears to the right of the name. Select the icon to view the options available for that document.

On the Home Page, you can also right-click a document to view other options. To add the most frequently used options to this list, right-click and select Customize Menu

Learn how to Customize the Right-Click Menu.

 

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