Since NetDocuments is an Online Document/Content Management system, the Web Browser you are using (and its settings) plays a huge role in your experience using the system.
Here is a list of settings in Internet Explorer (IE) that may affect your usage of NetDocuments:
NOTE: NetDocuments currently supports Internet Explorer version 9, 10, and 11.
Trusted Sites/Protected Mode
You will need to add vault.netvoyage.com (eu.netdocuments.com if you are using the European datacentre or au.netdocuments.com if you are using the Australian datacentre) as a Trusted Site in IE. If you are using NetDocuments through Salesforce or Redtail, you will need to add them to the Trusted Sites list as well. You will also need to have Protected Mode disabled for the Trusted Sites zone.
You will need to make sure that pop-ups from vault.netvoyage.com (eu.netdocuments.com if you are using the European datacentre or au.netdocuments.com if you are using the Australian datacentre) are not being blocked by any pop-up blockers (including 3rd party add-ins). To configure Internet Explorer to allow pop-ups from ND, go to Tools > Internet Options > Privacy and click the Settings button under the Pop-up Blocker section. Here you can add the applicable website address to the list of allowed sites.
If you have a pop-up blocker enabled and you try to perform an action in NetDocuments that launches a pop-up window, the pop-up will be blocked and you will see a message that says, "Either your browser or a browser add-in is preventing NetDocuments from opening dialog windows."
If you are using the NetDocuments Microsoft Office integrations you will need to make sure that IE is set as your Default Web Browser. This can be done in Tools > Internet Options > Programs.
If you are using Windows 8 or 10 you will need to make sure that the Desktop version of IE is set as the default (not the Edge browser).
For Windows 10, click on Set programs:
Then, click on Set your default programs:
You will then see a list of your desktop programs. Choose IE from the list and then click Set this program as default.
Websites in less privileged web content zone can navigate into this zone
To get to this setting, you will need to go to Internet Options > Security > Trusted Sites > Custom Level.
If you have added vault.netvoyage.com (eu.netdocuments.com if you are using the European datacentre or au.netdocuments.com if you are using the Australian datacentre) as a Trusted Site, you may see prompts from IE when navigating from a non-Trusted Website into NetDocuments (like from Salesforce for example). You can change this setting to “Enable” instead of “Prompt” so that you do not get these prompts.
Since NetDocuments can use an ActiveX control in Internet Explorer you will need to make sure you do NOT have ActiveX Filtering enabled.
If you have ActiveX Filtering enabled you will see the following icon in IE:
NetDocuments is currently supported in Internet Explorer 9 and newer. If you try to access NetDocuments in IE7 or IE8, you will be directed to our Mobile website. In IE9 and later there is an option to enable Compatibility View which basically reverts the browser to an IE7 mode. We recommend turning Compatibility View off when using NetDocuments.
We have run across various issues with Toolbars installed in Internet Explorer. We recommend removing any toolbars from IE.
64-bit vs 32-bit browser
The NetDocuments ActiveX control is a 32-bit ActiveX so if you are using the 64-bit version of IE it will not be able to run. To use the ActiveX control, you should use the 32-bit version of IE. If you are not sure which version you are using, you can go to the Help menu in IE and go to About Internet Explorer. If you are using the 64bit edition it will say "64-bit Edition" after the version number:
In IE10 and above there is not a separate 64bit edition, however there is a setting called "Enhanced Protected Mode" that essentially runs IE in 64bit mode. You can find this setting under Tools > Internet Options > Advanced. This setting will need to be un-checked in order to use the ND ActiveX control and Office addins.
In the Tabbed Browsing Settings menu in IE there is an option called “Open links from other programs in.”
By Default this will be set to “A new tab in the current window”. What this means is that if any other program (Outlook, Word, etc.) were to call up IE, it would open a new tab or window. For example, if you were to click on a link to NetDocuments in an email it would open a new tab. Or, if you were to use our Application Integrations in Word to save a document, it would open a new tab to the ND import page. Some customers have found that they prefer to set this to “The current tab or window”. Since this re-uses your current tab, you may lose the page that you were on previously. Some do not like this option because if they are on a research page, for example, they may lose that research session.
Also, some users may prefer to have a shortcut to NetDocuments on their desktop or taskbar. This is fine, but be aware that if you use our Application Integrations, and access this shortcut first, then do a Save As or Open, it will open NetDocuments in a new window, and will not use the existing window. This is a Windows functionality. Instead, you can set "vault.netvoyage.com" as your IE Home Page and avoid using the shortcut.
Desktop IE vs Metro IE (Windows 8 Only)
In Windows 8 there are two different types of Internet Explorer browsers, Desktop and Metro. The Desktop version is the normal Internet Explorer that you are used to and the Metro version is a stripped down version that does not allow ActiveX controls. You can set IE to always open links in the Desktop mode by going to Tools > Internet Options > Programs and set the "Choose how you open links" option to "Always in Internet Explorer on the Desktop." You may also need to check the box to "Open Internet Explorer tiles on the Desktop."
You may run into situations where Internet Explorer just is not functioning properly and needs to be reset to the default settings. In many cases this can clear up issues you may be having when using our website. The following articles describe how to reset IE to the default settings. Keep in mind that this will reset your IE Home Page as well as clear out the browser cache and cookies.