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How do I use NetDocs with Joinder - Knowledgebase / Other Applications - Joinder Support

How do I use NetDocs with Joinder

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You may have files in NetDocs that you want to reference or add to Joinder or copy from Joinder to NetDocs. These may be files in Records or Documents in a Task.


To copy a file from NetDocs to Joinder

First, download the file(s) from NetDocs

If you’re using the NetDocs Chrome extension (Windows systems only), once again download from the file(s) manager

 

To copy the file(s) to Records

Select the destination folder, then drag the file(s) from your local drive OR


Open the uploader


To copy the file(s) to a Task

Open the Task, then upload the file(s) as a document or a reference file 


To copy a file from Joinder to NetDocs:

Find the file(s) on Joinder, then select multiple files and download or open the menu and download

 

Upload to NetDocs


To copy folders from Joinder to NetDocs

Find the folder(s) in Joinder, then download to your local drive

- Upload to NetDocs

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