Google Chrome extension
Download and install the NetDocuments extension for Google Chrome.
Step 1: Download the NetDocuments Chrome Extension
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Open Google Chrome on your computer.
- Navigate to the Chrome Web Store (settings menu, extensions, "Visit Chrome Web Store")
- In the search bar of the Chrome Web Store, type “NetDocuments”.
- Select the NetDocuments Integration extension from the search results.
- Click the "Add to Chrome" button.
- Confirm the addition by clicking "Add Extension" in the pop-up window.
Step 2: Set Up the Extension
- Once the extension is added, click the NetDocuments icon in the extension bar (to the right of the address bar). If you don't see it, click on the puzzle icon to manage extensions and pin the NetDocuments extension.
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Log in with your NetDocuments credentials. This will be the same username and password you use to access NetDocuments through the web.
- If prompted, follow any multi-factor authentication (MFA) steps to verify your identity.
Step 3: Configure Extension Settings
- Open the NetDocuments extension by clicking the icon in the extensions bar.
- Access the settings by selecting the gear icon or navigating through your NetDocuments account settings within the extension.
- Choose your default repository or preferred storage settings for easy access to documents.
- You can also configure integration options for ndOffice or other NetDocuments tools you are using, such as ndMail for managing emails.
Step 4: Chrome PDF Document Options
- Go to downloads settings In the left-hand menu, select Privacy and security and then choose Site Settings.
- Scroll down and find Additional content settings, and expand it to find PDF documents.
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PDF Documents Settings: In the PDF documents section, toggle the setting to "Download PDFs" instead of opening them automatically in Chrome. This will ensure that the NetDocuments prompt will display the cabinets to save PDF(s).
Step 5: Usage
- You can now use the extension to easily upload, search, and access documents in your NetDocuments repository directly from your browser.
- When working in Google Chrome, you can use the Save to NetDocuments feature directly from web pages and attachments.