Your Home Page and the Organization's Cabinet Page are almost identical with one key difference.  The Home Page is controlled by you and the Cabinet Page is controlled by the Cabinet Administrator. 

You can add documents and folders to your Home Page.  The Cabinet Administrator can add Firm-wide documents and folders to the Cabinet Page to make them easily accessible to all cabinet users. 

Since they function the same, the information below applies to both the Home Page and the Cabinet Page.

Here is an example of a Home Page.

About Your Home Page

The NetDocuments Home Page is the page you normally start with when you log into NetDocuments.  Certain items on the page are part of the standard NetDocuments page layout as described below.
 

No other user can add items to your Home Page.  When you are given access to a cabinet, a link to that cabinet is automatically added to your Home Page.

NOTE: If you are an External user and have never changed your Home Page AND you belong to only one Cabinet, you will start on the Cabinet page instead of your Home Page.

NetDocuments Display Structure

NetDocuments is designed so there is always a Menu at the top of the page.  Most actions can be accomplished from this menu.  The menu is divided into two or three parts depending on the page being displayed.  The first part of the menu is the Navigation Links. The links are always available on the main pages in NetDocuments.  These links have keyboard shortcuts for quicker retrieval also.  So, for example, you could use CTRL/SHFT S to access the Search page.  The Home page is  CTRL/SHFT O.  The Navigation Links available when on the Home page are as follows:

                                  
                                    Home -  Is used to always return to your Home Page.

                          Recent Docs - Last 40 documents you Opened, Edited, or Created.
 

                          Workspaces - If Workspaces have been enabled on your
                                                 Cabinet, you will have the name of the Workspace

                                                 type (Matters) or the word Workspaces,

                                                 if more than one cabinet has Workspaces defined.

                                  Search - Access point to perform any search.  Once you
                                                 click Search, you have the option to use the
                                                 Simple or Advanced Search.
                                                 On the Search pages, you also have Recently
                                                 Created Docs, Unprofiled Docs, Emails from me,

                                                 Emails to me, and the 10 most recently accessed

                                                 Categories.

Document Menu Options
                      

The dark blue menu ribbon relates to the item that is open on the page you are on, for example Add document allows you to add documents to NetDocuments.  Under this option, you can also scan, add links, Share externally with a NetBinder, etc.
 

If there is an additional light blue menu ribbon it will generally relate to specific items in the list View.  You can select the document(s) or item(s) that you want to submit an action for, then select the Option that you want to perform, such as printing multiple documents.

Update notifications, planned downtime, etc. will display at the top of the page to alert users as well as on the Login page a few days before those events occur.

Right Click Menu Options

Each item has an associated right click menu.  You also have an Info link after document and folder names that can be used to access the Profile information as well as additional options.  The right click options are as follows:

Email Copies - allows you to email a copy of this document.
 

Notify - allows you to send a link to this document or folder to someone accessing the cabinet.
 

Mark/Launch - initiate actions such as Deltaview or DocsCorp comparisons.
 

Print - you can print the document directly without opening it.
 

Edit profile/tags - change the values entered for the profile.
 

Modify Access - modify the access rights to the document or folder.
 

Open with - local or online editor - you can open a document in a local editor such as Word or online using the Zoho editor.
 

Copy - document or URL - make a copy of this document or copy the URL to the clipboard.
 

View - access the document in a viewer.
 

Review - access the document in a viewer with the profile visible.
 

Remove from page - take this item off your home page. (does not delete the item)


Personal Settings

Across the top right of every main page are the Personal Settings above the blue bar.  These Settings include Log Out, My Account, and Help. 

Logout is to be used when you are finished using NetDocuments for a period of time.  It clears out any temporary cookies.  If you forget to use the button, everything will still work OK.  The cookies automatically expire after a time period.
 

My Account contains personal settings which are defined when using NetDocuments such as changing your password, installing Outlook integrations, etc.

Help is one of the most valuable components of the NetDocuments Service.  It provides all of the documentation to use NetDocuments.  We urge you to become familiar with it and use it as your first resource when needing assistance with the NetDocuments Service.

On the left side of the body of your Home page, is the Navigation Pane.  The navigation pane displays each cabinet and its folders to which you have access.  You can drag folders around as needed on the pane and you can also expand any cabinet or folder you like.

The Navigation Pane can be collapsed by dragging the separator line to the left.  It will retain the folders you have open, if you do not collapse it all the way.  If you collapse it all the way, the folders you have expanded will be collapsed automatically.

The Navigation Pane is available on the Home and Cabinet page as well as Workspaces and Folders when expanded.

Customizing the Body of your Home Page

The Home Page is also your customizable personal "portal" to your documents, Categories, Cabinets, folders, calendar events, discussions, and external websites.

The Home Page is where you set up user-defined Sections which contain links to often used documents and items.  You create Sections to organize information as you prefer. For example, you could create a section named Meetings and set shortcuts to all calendar events stored across all cabinets to which there is access. For another example, a section could be created named Clients containing Categories 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.  The instructions below also apply to the Cabinet Page which is setup by the Administrator.


Creating Sections

1. Click on Home Page, Change Layout under the Navigation links.

2. Type the name of your new section and click Create Section.

3. Organize your Home page display by placing the new section in column 1 or 2 or 3 and ordering the section by moving it up or down.

Adding Document, Folder, or Category shortcuts to your Home Page

1. First locate a document, folder, discussion, calendar event, NetBinder, Category, etc. through browsing, searching, a folder or the Recent Docs list.

2. Check the document(s) or items you want on the home page and click the Add to Home Page option on the top menu.

3. Select the Home Page Section where you want the shortcut to display and click OK.
   NOTE: It may be easier to add them all to the same section and then drag them to the other sections.
   NOTE: You can add an Item from the Profile page also one at a time.

Removing a Document, Folder, or Category shortcut from your Home Page

1. At the Home Page, click on the Edit link for the Section where the shortcut exists

2. Select the document or other item shortcut from the list and click on Remove (the X icon)

3. Choose OK
   
   You also can right click on the item and select the Remove Item option.

Shortcuts to Deleted Items

If someone deletes the document, Category, etc. for which you had a shortcut, the shortcut is removed from your Home Page even though it may still be in the cabinet's Deleted Items folder.

Using Drag and Drop to organize items under Section headings
 

From the Home page itself, you can also "drag and drop" items to place them under a different section or different order in a section.  This can be for items within a Section or between Sections.  To drag an item, hover over it with the mouse, then hold the left mouse button down and while continuing to hold the left mouse button, drag it to the new location where you want it. You will see a red line appear when it is between two other items.  Where the red line appears, you can release the left mouse button and it will move the item to the new location.  To drag an item to an empty section, drag it to just under the Section heading until the red bar appears.

Organizing items in Sections

You can also organize items by selecting the Edit option next to a section heading and rearrange the items under that section by using the Up, Down, Remove option. 

You can also right click on an item to remove it from the Home page.

Examples of Home Page Organization

There are various items you can place on your home page.  Some examples are shown below.

Example 1 - Display your Emails on your Home Page

If you wanted a section showing your emails (msg) that you have received or sent, you could add the following section and related categories.

First of all create a Home Page Section as shown below called Emails by selecting the Home Page, Change Layout and adding the section titled Emails.
 

Next create three categories as shown above.  Use the instructions and copy the syntax below to create each category.

Create a Category called Emails sent To Me. Click the simple search option for all cabinets, copy the syntax below into the search criteria and add it to your home page.

=7( ^-180-+0 ) =17( (john doe) or (johndoe@netdocuments.com) ) =11( msg )

Create a Category called Emails CC'd To Me. Click the simple search option for all cabinets, copy the syntax below into the search criteria and add it to your home page.

 =7( ^-180-+0 ) =18( (john doe) or (johndoe@netdocuments.com) ) =11( msg )

Create a Category called Emails sent By Me. Click the simple search option for all cabinets, copy the syntax below into the search criteria and add it to your home page.

=7( ^-180-+0 ) =19( (john doe) or (johndoe@netdocuments.com) ) =11( msg )

NOTE:  Change the sample name and email to your name and email address after you paste the syntax into the Simple Search.  This example shows emails for the last 180 days. You can change that in the syntax if you like to be more or less days.

Example 2 - Display Links to Favorite or Oft-used Web Sites

One of the cool things you can do with your home page is to save links to favorite or oft-used web pages. This is like creating your own browser Bookmarks or Favorites, but because these are not stored in your browser, they will go with you anywhere in the world you login to NetDocuments.

You could have a section that looks like the following on your home page.
 

To create a link, just go to option at the top of the page called Add Document, Save Link.  You will be asked to enter the URL to your favorite link and then you can name it anything you want.  Save that link and select Add to a Home Page under your Other Links section as shown above.

A Cabinet Administrator may want to post links on the Cabinet page, to sites that are used frequently by members of your company.

NOTE:  The check marks next to a document name, denoting that the document is checked out, do not display on the Home page because of how the page is cached.  You can use the Info link to see if a document is checked out.