Setting Up a New User Workstation


This article describes the client setup used to run NetDocuments on a typical Windows PC. You can use it as a checklist when setting up a new PC. 

To use NetDocuments, you need a connection to the Internet using Internet Explorer 11+ with default settings as the default browser. Consult your NetDocuments Administrator, because some of these settings may be “pushed” to your computer automatically. See all System Requirements.

1) Set NetDocuments as a Trusted Site in Internet Explorer – required

  1. Open the browser and enter to go to the NetDocuments Login page

If you are using our UK service, enter

If you are using our DE service, enter

If you are using our Australia service, enter

  1. In your browser, go to Tools > Internet Options and select the Security tab.
  2. Click on the green check mark and then click the Sites button.
  3. Add the URL/address in the “Add this Website to the zone” field by clicking the Add button: 


There is a list of our recommended IE settings here.

2) Login – required

  1. Enter into the browser address

If you are using our UK service, enter

If you are using our DE service, enter

If you are using our Australia service, enter

  1. Enter your Username and Password then click Login. 
  2. If you forgot your password, click the “Need Login Assistance?” link on the login page, enter your username or email address and click Submit, and a password reset email will be sent to you.
  3. You can also add the Login page as a browser favorite or the browser home page for easy access. (optional) 

3) ActiveX Download – required

When you log in to NetDocuments the first time (and for most updates), an ActiveX program must be installed or updated on your computer. You will be prompted to download the program either with a dialog box or a yellow information ribbon on your browser, as shown below.

Click Install to download it. 


NOTE: You must have Windows Administrator rights on your computer to download and install this. If it doesn’t work, contact your System Administrator. 

4) Automated Login – optional

  1. In your NetDocuments account, go to Settings > Login Information.
  2. Set the Automated Login (if available) by checking the Enable automated login box.

NOTE: This feature is only available if your organization is using Microsoft Active Directory Services. For use with other identity providers, see federated identity to learn more.  

5) Desktop Email Integration – optional, but recommended

  1. In your NetDocuments account, go to Settings > Application Settings.
  2. Check the Desktop Email Integration box to integrate your local email (such as Outlook) for emailing document links and copies of documents.


6) Echoing – optional, but recommended

This feature keeps a copy of recently edited documents on your workstation for redundancy and performance.

    1. In your NetDocuments account, go to Settings > Workstation Settings.
    2. Check the box to enable the Echo feature.


NOTE: The number of days refers to how many days a copy of a recently edited document will stay on your computer. We recommend keeping it around 14 days. 

7) ndOffice - add-ins for integrating with Office – optional, but recommended if you have Microsoft Office

Note that the supported versions of Microsoft Office are 2010, 2013, and 2016.  Use the link below to download ndOffice:

Learn more about ndOffice

NOTE: When creating or editing documents from within NetDocuments, all applications on your computer are already integrated with NetDocuments without these add-ins. These add-ins simply allow you to open and save documents from within the editing application such as Word, Excel, or PowerPoint. 

8) Email Management Service (EMS)

If your organization has activated the Email Management Service, use the following steps to install the local EMS add-in for Outlook. Learn more about EMS

Go to Direct Links to Client-side Software to download the EMS software.