Setup Link Notes in NetDocuments

Setup Link Notes in NetDocuments

Your firm may have configured your LINK Notes to automatically sync to your Personal Folder in NetDocuments.

Here are your steps to take to setup the Link Notes folder.

This is a one-time only initialization.

 

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Tap on the LINK NOTES tile
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Tap “Select LINK Notes workspace from Favorite Workspaces”

 

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Tap the 3 bars menu in upper left. Select Favorite Workspaces

 

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Tap on your Personal Workspace

 

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Tap “Select as my notes workspace”

 

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Now there will be a new Link NOTES folder in your Personal Workspace

 



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Interior of the Link Notes folder, with notes and folders which you have created

 

Mobile Helix, Inc.