netDocShare Normal View Guide

Table of Contents
Add a Webpart
Normal View Process
Action Buttons Explanation in Webpart
Context Menu Explanation in Webpart
Co-Authoring Explanation in Webpart
Edit Profile Explanation in Webpart
Source Type with Workspace View
Source Type with Folder View
Source Type with Filter View
Source Type with Saved Search View
Source Type with CollabSpace View
Source Type with ShareSpace View

Add a Webpart

Open a SharePoint page:

Edit the SharePoint Webpart
Click on Add a new Webpart in column one

Now add a netDocShare Viewer Webpart

Once the netDocShare Viewer Webpart is added

Click on Edit webpart to input your netDocShare Configuration Object.

Click on Open Config Builder and add a netDocShare View Config

Please refer to the Normal View Config User Guide for the Config Settings process

Normal View

For Example, in Config Settings a user can configure in Normal View all fields as shown below:

View Type - Normal

NetCode - Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout -Hide

Source Type – Cabinet

Cabinet - Here a user can select cabinet based on their requirement for results view

Workspace Content Display - Here user can select all options based on their requirement for results view

Action Buttons – Here user can select all buttons based on their requirement for results view

Search Behaviour – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here user can select an option on how to view in results document – small, medium or large

CDN Base Url – Please refer to the Normal View Config Settings User Guide

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset changes path

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values are saved it will navigate to SharePoint page webpart, which looks like the image below

Here user selected an Cabinet à Clients based on that folder were displayed in webpart.

Config Settings → Action Buttons View in Webpart

Search Process

Entering a term will filter the current display. Pressing enter from keyboard or the search icon will execute a search across all containers in the root cabinet.

Filter Process

Click on Filter - here there are columns based on the filter options which are enabled. Based on these we can search absolute search term and select a file for further process.

Upload Process

Click on Cabinet– Folder can be viewed

Folder level – Now we can Create New Folder, Upload Files or Folder, Create a Document(ppt, excel, word)

Create New Folder - Steps to be followed:

Once user clicks on Create Folder, a popup will be displayed
Folder Name Textbox can be viewed and Confirm button is on disabled. Once user enters a Folder Name in Textbox, the confirm button will be enabled
A Success Toaster message will appear confirming creation of a New Folder

Create New Document - Steps to be followed:

Once User clicks on Create New Document, a popup will be displayed
Document Name Textbox can be seen. Documents Format will need to be selected here (Word, PowerPoint, Excel)
Initially confirm button is on disabled. Once user enters a document name in textbox and document format is selected, confirm button is enabled
Once user clicks on Confirm button, a New document is created. A Success Toaster message appears on the screen
Here once a document (Word or PPT or Excel) is created the page will show another popup for the Edit Profile Option

Upload File’s Steps to be followed:

Once user clicks File Upload, a popup will be displayed
In this popup we have two options, either we can drag and drop a file/folder, or we can click on the image to upload a file
It’s very easy to upload or drag & drop multiple files
Empty files cannot be uploaded here
Once a file is upload or drag drop is done, the upload button is enabled
Once FILE (Example: we are adding single Docx file with drag and Drop option) is uploaded, we will get an update please check below image

Refresh Process

Once user clicks on the refresh icon the entire webpart table will be refreshed and user will be able to view the results
Loading will be enabled once refresh starts. Please refer to the image below

Export Process

Once User clicks on the Export icon, on the basis of column options data will be exported

Download Process

Once selected, a download icon will be enabled in the webpart. The user can select a particular document /folder level for downloading

Based on Context Menu options, keys selected in Config only can be viewed. This option is in Document Level and not in Folders, Tabs, workspaces.

Download – User can download a particular file
Delete - User can delete a particular file only
Rename File – User can change their file name
Favorites – User can add their files in favorite list items
Check in/Check out - User can Check in and Check out a file. Once Checked out file will be locked and other users can’t Download, Preview document, View in Browser, Add to My Favorites or Check In
Preview Document -User can preview a document
View In Browser – User can view the document in a separate tab in a browser
Edit Profile -User can edit profile details in a popup custom attribute
Co-Authoring – User can share documents with external and internal users. When co- authoring starts the members with whom the document has been shared can access file and edit, view and update. Once co-authoring is stopped they no longer can access the document
Lock Version – If user locks a currently being edited/worked on document, that will be permanent. In that version it cannot be edited or unlocked
Get Secure Link – This requires that the “Get Secure Link” option is turned on in the user’s NetDocuments cabinet administration options. It should be on by default. This will open a full-screen browser preview without navigating to NetDocuments
Email Link - if user needs to file in a particular destination in NetDocuments then they can select email link for sharing with others
Follow – If user needs to share a document with another user, this follow option can be used
Create New Version – user can update the document version
Margin Notes – Preview the document in a new dialog box with the same browser tab
Open in Microsoft Office – Based on the file extension (Word, PPT or Excel) file will open in a new tab.

Co-Authoring

Co-authoring is possible only at the Document level on

As per the image above, in a co-authoring popup a user can select a file name that has options with To and Comment
In To, we can enter an email and click an add icon for both internal and external users, who can access the file once we started co-authoring
In Comments, user can add a description
A shared people icon will appear

Edit Profile Explanation

Once a Document is created with Create New Document or Document uploaded with Upload Folders/ Files edit profile popup will open
It’s based on config settings of Mandatory Edit Profile
It is enabled (True) while document is uploaded otherwise create new document edit profile popup will not capture auto populate fields. The document will be uploaded only and edit profile required fields will be filled and saved
If its disabled (False) document will upload and edit profile popup will auto populate the required fields. We can edit also in profile popup

Mandatory Edit Profile is Disabled

Auto Populate a Document Name.

Once Edit a detail and Save profile values will be updated based on our input.

Config Values with Source Type - Workspaces

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Normal

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout - Hide

Source Type – Workspace

Source Cabinet - Here User can select cabinet based on their requirement for results view

Workspaces - Here User can select workspaces based on cabinet selected.

Workspace Content Display - Here User can select all option based on their requirement for results view

Action Buttons – Here User can select all buttons based on their requirement for results view

Search Behaviour – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here user can select option to view in results document small or medium or large.

CDN Base Url – Please refer to the normal view config settings

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values saved it will navigate into SharePoint page webpart which looks like the image below

Config Values with Source Type - Folder

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Normal

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout - Hide

Source Type – Folder

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected. Its optional

Folder - Here User can select folder based on workspace selected or cabinet selected.

Action Buttons – Here User can select buttons based on their requirement for results view but list view/summary view and checkin will be disabled.

Search Behaviour – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled.

Context Menu Size – Here user can select option to view in results document - small or medium or large

CDN Base Url – Please refer to the Normal View Config Settings User Guide

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled.

Once above config values are saved it will navigate into SharePoint page webpart and looks like the image below

Config Values with Source Type - Filter

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Normal

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout - Hide

Source Type – Folder

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected. Its optional

Filter - Here User can select filter based on workspace selected or cabinet selected.

Action Buttons – Here User can select buttons based on their requirement for results view but list view/summary view, checkin and upload will be disabled.

Search Behaviour – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here User can select an option to view in results document - small or medium or large

CDN Base Url – Please refer to the Normal View Config Settings User Guide

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset changes path.

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values are saved it will navigate into SharePoint page webpart and looks like this image below

Config Values with Source Type – Saved Search

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Normal

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout -Hide

Source Type – Folder

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected. Its optional

Saved Search - Here User can select saved search based on workspace selected or cabinet selected

Action Buttons – Here User can select buttons based on their requirement for results view but list view/summary view, check in and upload will be disabled.

Search Behavior – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here User can select options to view in results document - small or medium or large

CDN Base Url – Please refer to the Normal View Config Settings

Use Service Based Authentication – Enabled

Asset Path – Here User can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values are saved it will navigate into SharePoint page webpart and looks like the image below

Config Values with Source Type – CollabSpace

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Normal

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout -Hide

Source Type – Folder

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected. Its optional

CollabSpace - Here User can select CollabSpace based on workspace selected or cabinet selected.

Action Buttons – Here User can select buttons based on their requirement for results view but list view/summary view, check in and upload will be disabled.

Search Behavior – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled.

Context Menu Size – Here User can select option to view in results document – small, medium or large

CDN Base Url – Please refer to the Normal View Config Settings User Guide

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values are saved, it will navigate into the SharePoint page webpart and looks like the image below

Config Values with Source Type – ShareSpace

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Normal

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout -Hide

Source Type – Folder

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected

ShareSpace - Here User can select ShareSpace based on workspace selected

Action Buttons – Here User can select buttons based on their requirement for results view but list view/summary view, check in and upload will be disabled

Search Behavior – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here User can select options to view in results document – small, medium or large

CDN Base Url – Please refer to the Normal View Config Settings User guide

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values are saved, it will navigate into a SharePoint page webpart and looks like the image below

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