Editing the "NetDocuments" tab in Salesforce to display the full interface


With our 15.4 Update on October 1, 2015 we introduced new functionality in our Salesforce Integration that keeps the user in the "Small Display" mode when they click within a NetDocuments VisualForce window within Salesforce. This display mode gives the user a stripped down view of NetDocuments where they will not see certain features (for example, the left nav pane or the search bar across the top of the page). This also affects how the "NetDocuments" tab will be displayed in some cases. This will be resolved in a future update to the Salesforce Integration; however, if you are using the NetDocuments tab currently and need it to display the full ND web interface you can follow the instructions below. 

1. While logged in to Salesforce as an Administrator, click the "Setup" link at the top-right.

2. In the left pane, navigate to Create>Tabs and click the "Edit" link next to the "NetDocuments" tab. 

3. Click the "Next" button through steps 1 and 2.

4. On Step 3 you will see a section with the "Button or Link URL."  At the end of this URL, add &smallDisplay=F (as shown below).

5. Click Save.   

The NetDocuments tab will now display the full interface when any user opens it.