Orion - Adding NetDocs extension on the web

When adding copies of receipts or invoices in Orion, you can attach a document from NetDocs directly if you have saved it. You need to have a NetDocs extension enabled while in Orion. Please see the following 6-minute video that will allow you to access NetDocs from many websites.

Screenshot of what it looks like to have NetDocs enabled on a website. First, click on the highlighted area to ensure the ND extension is active. If it is, you can pin it, and ND will show on your toolbar (helping you know that it’s active):