AdvologixPM

How do I customize the NetDocuments button & Visualforce page to read from my NetDocuments account?

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This step is NOT required and will only be used in special situations where NetDocuments/Advologix requires you to change the integration to support special custom circumstances in your NetDocuments or Advologix systems.

Edit the Open NetDocs Button

Editing The Open NetDocs Button To Read From Your NetDocuments Account

Click on Setup and the top of the Advologix application page. Go to Application Setup | Create | Objects and click on Matter.

Go to Custom Buttons and Links.

Edit the Open NetDocs Button

Edit the Open NetDocs button

Edit the Open NetDocs Button Code

Edit the Open NetDocs button code, modify as required, then select Save.

Edit the Open NetDocs button code, modify as required, then click Save.

Edit the Visualforce Page for the NetDocuments Viewer

Editing The Visualforce Page For The NetDocuments Viewer

Click on Setup and the top of the Advologix application page. Go to Application Setup > Develop > Pages.  Click Edit next to the Matter Related ND Documents Visualforce Page. Edit as required and then click Save.

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