Add a Webpart
Open a SharePoint page:
Edit the SharePoint Webpart
Click on Add a new Webpart in column one
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 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
- 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
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