Tip of the Week - NetDocuments – Customize Advanced Search Screen

By ILTA Tips posted 11-16-2015 13:47


You can customize your Advanced Search screen in NetDocuments by re-ordering the search fields to include your most commonly-used fields in the top of the Advanced Search screen. 

1.  Click the cog in the top right corner of the Advanced Search screen. (The Advanced Search screen can be accessed by clicking the button with three lines on the Search Bar.)  The following screen will appear:

2.  Drag the fields to arrange them in the order that suits your needs.

3.  Click the Save button at the bottom right of the screen.