NetDocuments Logo



ndOffice

The integration with Microsoft Office – ndOffice – is available now using the link below. 

Watch this brief webinar on all the awesome features of ndOfficeAlso, watch our ndOffice Overview

Make sure you have the most up-to-date version of ndOffice available:

Download ndOffice (US) (1.1.38)

Download ndOffice (EU) (1.1.38)

Key Features:

Supported in Office 2010 SP2 (Office 2013 will be supported after the 14.4 Update) – Word, Excel, PowerPoint, Outlook – on Windows 7 and 8+

All your favorite features – Auto Check In, Background Save, Version control - all with a simple and intuitive interface.

"Stay-in-app" functionality – all the processing is done in the background.

NOTE: ndOffice will require Microsoft .NET Framework 4.5+

NOTE: ndOffice is supported in 32-bit Office.  

The current Office Application Integrations must be un-installed before ndOffice can be installed. Both programs cannot be installed together on the same machine. 

How Does ndOffice Work?

Settings – The ndOffice app is located in your system tray where you can get to 1) Settings 2) View Echo folder 3) Login/logout 4) Help, and 5) About.

Settings provide information about your account, getting updates, and configuring the document ID stamping.  The ndOffice app  is also added to your Startup directory.

Doc ID Settings

Users will have four options for the Doc ID placement:

  • Footer on every page
  • Footer on every page, except the first page
  • On the last page
  • None

Users will have the option to receive prompts when the Doc ID is inserted or updated on a document. 

Notification Window – When a document has been successfully checked in or out, a system tray notification window will fade in for eight seconds and then fade out.  It will also highlight warnings if a document failed for some reason as ndOffice communicates with ND online.  ndOffice help will include definitions of these warning messages. 

Help and Reporting a problem – A user may go to the ndOffice app in the system tray, select Help > Report a Problem to

1) go to Support to submit a support ticket or review a knowledgebase article, or

2) view logs which the ND Support staff may request to be sent via email for problem resolution.  The logs are stored in ND Office Echo folder and if logs exist they will be named Echoingclient.log, WordAddin.log, PowerPointAddin.log and ExcelAddin.log.

 

Word (and Excel and PowerPoint)

File|Open – You have access to all content normally available to you when accessing NetDocuments Online.  The only exception in the short term is ShareSpaces which are not currently accessible.  ndOffice dialogs operate just like standard Office dialogs. For example, when viewing any file location, you will only see Word documents when opening from Word and Excel documents when opening from Excel.  You can sort the columns, change the list view, size the right and left panes, and search.  

·     Search – The search scope is based on the selected cabinet and it searches full-text and profile information. Boolean characters can be used.  The functionality is similar to the top search box in ND online.

·     Advanced Search – If you desire to perform an advanced search, click the button to the right of the search box to be redirected to NetDocuments Advanced Search.

·     Local Computer – Select Computer to open the standard Word Open dialog to access files on the computer.

File|Save – Saving a new document will direct user to the Save As dialog.  Saving an existing document will perform the save in the background to the local ND echo folder and to NetDocuments online. While the document remains checked-out it will get updated online. Microsoft’s auto save function only saves locally and does not save to ND online. The user has to explicitly select Save or Ctrl-S to get the changes saved to ND.

File|Save As – Saving a new document will prompt for a filing location and include a defaulted generic name and the application’s file type. The filing location selected will display its inherited profiling information which will get applied to the new document. 

·     Profile fields can be edited. If the saving location is to a cabinet, any required profiling will be prompted. 

o    Profile templates and security templates are accessible and encouraged for quick and easy profiling. Creating templates can only be done at ND online.  

o    You choose whether to browse to a filing location to store the document or ignore any specific location, even if a filing location was defaulted;  or profile only by changing the profile fields. You can also default the location to be the cabinet which will always require profiling, assuming the cabinet administration setting is set to not require “filing to a folder”.

·     Save As to an existing document – The Save As dialog is designed similarly to the standard Word dialog.  A key difference is that ndOffice allows saving as a new version and given its popular usage, prompting the user to save as a new version is the default.

o    Save as New version – Default option. Enter optional description and saving an unofficial version.

o    Other – Uncheck “Save as new version” to open up the navigation pane to:

-  Save over the original document – as long as you are in the same location, you can select the opened document to save to it.  (Of course using the Save option is easier.)

-  Saving to a new location – choose any other location and save. You may change the name as well.

-  Saving as a new document – changing the document name creates a new copied document.

·     Save as type – You can change the document’s format type by choosing from the drop down menu the options available by the Office application you are in.  A popular option to this feature is the ability to save a document as a PDF.

 

Outlook

ndOffice in Outlook will consist of two buttons: 

ndSave – allows users to select one or more email messages, then save those messages to NetDocuments. Users can choose to save the entire Outlook msg file, or to separate the attachments from the msg file. 

ndAttach – allows users to select a document from NetDocuments to attach to an existing email message. Users can choose to attach a copy of the document, or insert a link to the document. 

Echo folder

ndOffice has its own echo folder.  It is located under the user’s directory within an ndOffice created folder called ND Office Echo.  Within this folder is the echo subfolder location where the documents are stored based on your echo settings in NetDocuments online.  The name of this folder is “NDservice name-your username” example: Vault-jsmith. There are other files within the ND Office Echo folder which are required to run ndOffice such as log files that record any errors or problems that may exist and can be sent to ND Support upon request.

  • ndOffice Echo vs NetDocuments online Echo folder –  The echo settings located at ND online Settings > Workstation Settings will apply to both echo locations, including ndOffice, except for the location of the ndOffice echo folder. ndOffice determines the location of its echo folder and cannot be relocated.

Opening documents from the Web

Documents opened and saved within ndOffice will be copied to the ndOffice echo location.  A document opened directly from ND online will be checked out as usual, but then automatically checked in through the browser, and immediately checked out in ndOffice. After edits are made, it will then be checked in through ndOffice as if it had been opened from there. This will allow users to have the Auto-Check In and version control features of ndOffice regardless of where they are opened from. This will include accessing a document from a link received in an email.

So, if you will be opening links to documents (such as from in an email) then IE must be set as the default browser and the ActiveX must be installed. If you will not be opening any links, it does not matter which browser is set as the default browser. 

Caution: If you log on to a computer that is shared with others and ndOffice is installed, you will encounter this scenario:

User A is logged in to both ndOffice and the web app while he/she is working. User A then logs out of the web app, and User B logs in to the web app. User A is still logged in to ndOffice. (User B will not receive a prompt that someone else is logged in to ndOffice). If User B opens a document from the web app, it will open in ndOffice as User A. So, it will not be able to be checked it in from ndOffice becuase it is checked out to another user (User B). The user will see this message in ndOffice:

The only way to avoid this is for User A (and all other users who share that computer) to log out of ndOffice when they are done working. To do this, follow the steps outlined in this article: https://support.netdocuments.com/entries/33025964

For Administrators:

See our guide for ndOffice Silent Installation.