COMING SOON! ndOffice – the new integration with Microsoft Office will be available around April 2014.
Watch this brief webinar to get a sneak peek on all the awesome features of ndOffice! (documentation coming soon)
Supported in Office 2010 (2013 will be supported with our 14.3 release) – 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; ndOffice is browser neutral!
NOTE: ndOffice will require Microsoft .NET Framework 4.5+
NOTE: ndOffice will be supported only in 32-bit Office. A future update will include support for 64-bit Office.
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.
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, and 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.
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.
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 will be stored based on your echo settings in ND online. The name of this folder will be “NDservice name-your username” example: Vault-lwj33. There are other files within the ND Office Echo folder which are required to run ndOffice or are log files recording any errors or problems that may exist and can be sent to ND Support upon request.
· ndOffice Echo vs NetDocuments online Echo folder – Today there will be two echo folders. At some time in the future, we hope to merge these folders into one. The echo settings located at ND online Settings > Workstation 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.
Only documents opened and saved within ndOffice will be copied to the ndOffice echo location. Any documents opened directly from ND online will be echoed to the traditional echo folder location. This includes Word, Excel and PowerPoint files as well as PDF and any other file types stored in NetDocuments online.
· For now, there is no coordination between MS Office documents opened from ND online and ndOffice. They work independently of each other. We plan to have ndOffice recognize files from ND online in upcoming releases. One consequence of this limitation is if you open a document from ND online and then select Save As to save a new version, ndOffice will treat it as a new document.