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NetDocuments ndOffice

Opening a Document Using ndOffice To browse for a document: To open a document using ndOffice: 1. From the File tab, select Open and choose ND Open to launch the Open dialog box. 1. With Word displayed, from the File tab, select Open 2. From the Navigation Pane, expand the appropriate and choose ND Open. Repository and Cabinet, then expand Recent The Open dialog box is displayed with the Recent Documents Workspaces. selected by default. 3. Expand a workspace and select a saved search container. 2. To display documents saved to a recent location, expand The documents saved in the selected workspace are displayed Recent Locations and choose a container. and checked out documents are indicated with a green The full location path is displayed below the title bar of the checkmark . dialog box. Folders with magnifying glass icons displayed are saved searches and will display all documents or email messages for the selected workspace. User-defined saved searches are also displayed with the same icon. 4. Select the appropriate document and click Open. 5. To retrieve a document from a workspace that is not displayed in Recent Workspaces, click the Go to Workspace button at the top of the Open dialog box. The Go to Workspace dialog box is displayed. 6. Click the Client Lookup button to display the The full location path is also available when you save a NetDocuments Lookup dialog box for client. document. 7. To search for a client, from the Find entries that options, select a search option: 3. To display a specific group of recent documents, from the Navigation Pane, expand Recent Documents. . begin with finds entries that start with the text The Recently Edited, Recently Opened, and Recently Added you type in the Client search field. search folders are displayed. . contain finds entries that contain the text you type 4. To display recently saved documents, choose Recently in the Client search field in any order. Added from the menu. 8. To search for a document, expand the appropriate 5. From the Display Pane, select the appropriate document Repository, choose a cabinet, if available, then click the and click Open. Search options button and select the search type. The document is opened and checked out of NetDocuments to prevent other users from opening the document and making changes.

From the Open dialog box, document versions are indicated by the Versions column heading in the Display Pane or by opening the Versions Pane. 6. To open a version of a selected document, right-click the document, point to Open a version, select the appropriate document, and click the Versions Pane button . 7. From the list of available versions, choose the

appropriate version. 9. Click in the Search field, type the search term, and click The file is opened in the associated application. the Search button . The search results are displayed.

5/13/2021 Page 1 of 4 To perform an advanced search, click the Advanced Search 4. To display the recently button to the right of the Search field to display the Advanced accessed workspaces, Search form. from the Navigation Pane, When opening a PDF, you can set the option to view all PDF’s in expand the appropriate a browser window. To set the PDF viewing option, click the Repository and expand Username Options button and select Settings from the Recent Workspaces. menu. From the Settings dialog box, choose Application 5. To display the containers Settings and from the PDF Viewing section, select the View all PDF’s in a browser window instead of in a workspace, expand the appropriate workspace. checking them out in a separate window check box. 6. Select a Document Category to apply to the new document and type a File name. The Profile fields defined in the selected workspace and the selected document type are displayed as complete on the right side of the dialog box with red values indicating incomplete profile information. Profile fields with asterisks indicate required fields. Saving a New Document Using ndOffice 7. To set a document To save a new document using ndOffice: category, from the Profile fields pane at the right, click the red Document 1. From a blank document, type text in the first paragraph. Category*: Click to edit link. 2. To save the document: 8. Click the Lookup button and from the list, select a . Click the File tab and select Save. Document Category to apply to the new document. 9. Type a Document name. . Click the Save As button on the Quick Access Toolbar. 10. From the Profile section of the Save As dialog box, complete the Author field using the Lookup dialog 3. With the Save As options displayed in the Backstage boxes to enable the Save button. View, select ND Save and log into NetDocuments, if prompted. 11. To find a workspace using the profile fields at the right of the Save As dialog box, begin by selecting the The Save As dialog box is opened with the last save location appropriate Repository Cabinet from the Navigation displayed. Pane. 12. From the profile fields, click the Client*: Click to edit link or the existing Client name, and select the Lookup button. The NetDocuments Lookup dialog box is opened with the Recently Selected matters displayed by default. 13. Search or browse for the client, choose the client and click the Select button. The client number is displayed in the Client field.

14. To search for a matter associated with the selected client, click the Matter*: Click to edit link or the If you have created a default profile template, those default existing Matter name, and select the Lookup button. fields have been automatically completed. The NetDocuments Lookup dialog box is opened with the Recently Selected matters displayed by default. 15. Click the All tab to view all matters associated with the selected client, search, or browse for the matter. 16. Choose the matter and click the Select button. The matter number is displayed in the Matter field.

To finish saving the document: . Click Save. The document is profiled and the document name as well as the Doc ID is displayed in the Title Bar at the top of the window.

To open a document listed in the Activity Center: . Click the document to display a progress bar to Save a New Version of a Document Using follow the progress of the document download. ndOffice From the Activity Center, right-click the documentand select To save a new version of a document using ndOffice: alternative actions for the selected document. To copy the Doc ID to the clipboard to share with another internal user or paste 1. With the appropriate document displayed, from the File into a search field, select Copy ID. To email a document link tab, select Save As and choose ND Save. or document copy, select Email link or Email copy to launch an Outlook email message with the selection attached. The Save As dialog box is displayed with the Save as new version check box selected by default. To quickly view the profile details of a document: To save the document as a new document, or save changes to . Launch the ndOffice Activity Center, right-click the the existing document, clear the Save as new version file and select Profile details from the menu. check box and finish saving the document. To keep the Activity Center displayed: 2. If necessary, type a new name for the version in the Version name field, and comments regarding the new . Click the Pin icon . vers i on i n the Description field. To move the Activity Center to another location on the screen, with it pinned, click the title bar, then drag and drop the dialog box to the new location.

To resize the Activity Center, click a corner, then drag and drop 3. To finish saving the new version, click Save. the corner to the appropriate size. Once you move or resize the The Title Bar at the top of the window displays the document Activity Center, this setting is sticky and if unpinned, the next name as well as the updated Doc ID showing the new version time the Activity Center is displayed, it will appear in the number. previous location and size. To unpin the Activity Center:

Each new version automatically becomes the Official version. 1. Click the Unpin icon . To save a version without making it the Official one, clear the To set ndOffice Settings: Official version check box. 1. Launch the ndOffice Activity Center, click the Settings Managing ndOffice button , and choose Settings from the menu. The ndOffice app is in the Notification area of the Windows The ndOffice Settings dialog box is displayed. Task Bar to provide access to the Activity Center, settings, 2. To set the default navigation location for Open and Save viewing the Echo folder, logging in or out of NetDocuments, dialog boxes, select the Navigation tab and choose the and viewing Help. appropriate options. To manage ndOffice: 3. To define the columns to display in the Save and Open dialog boxes, select the Columns tab. . From the Notification area of the Task Bar, click the NetDocuments ndOffice button . The Columns options are displayed. The Activity Center is displayed with up to 100 of the last 4. From the Available columns field, select a field to documents accessed in NetDocuments in collapsible groups. display and click the Add button . 5. To set Send and File options or the number of documents to display in the Activity List, click the Other tab and choose the settings.

5/13/2021 Page 3 of 4 6. To select which actions will send you notifications, choose the Notifications tab, then select or clear the appropriate check boxes. 7. Set any additional options and click OK to save the settings. The dialog box is closed and the setting is applied.