Click on Add a new Webpart in column one
- Normal View
- Tree View
- Recent Documents
- Favorites
- My Checked-Out Documents
- My Email Files
- Authentication
- Go to Client/Matter
- Hybrid Search
Our webparts can directly integrate ndThread view of containers or workspaces directly as an additional tabbed view in either SharePoint or Microsoft Teams. To use this feature, simply select “Show ndThread” when creating a new view with Config Builder or editing an existing view. ndThread must already be activated on a tenant-level in your NetDocuments account. Please contact your NetDocuments Administrator for more info on how to enable ndThread.
Similar to ndThread, the new ‘Show ndTasks’ feature will also appear as an additional tab when activated.
If a user enables Compact Mode for Normal View or Tree View some fields will be disabled based on the conditions.
toggle option for it to appear in the webpart
toggle option for it to appear on the webpart
A cabinet will display folders and workspaces contained within the specified cabinet. Workspaces that appear in this view may not exactly reflect what is shown in NetDocuments. This is because we are displaying workspaces that are associated with the cabinet as well as inside the cabinet.
Filters are an array of key-value pairs, denoting specific NetDocuments property filters you wish to place on the webpart. The example above includes two filters for the document “property”: “Ext,” and the specific extension “value(s)”: “doc” and “pdf”. The filters array can take any specific filter-key-value-pair in relation to the list of NetDocuments properties noted previously, and desired values for those properties.
Once we search for any email / document / we can save the searched item and we can view in the webpart container.
Our webparts support the usage of CollabSpaces from NetDocuments.com. CollabSpaces are like workspaces and Share Spaces; The major difference is that CollabSpaces allow external users of NetDocuments to have access to the documents inside the CollabSpace.
CollabSpaces can be displayed in Normal or TreeView using the “primarySource” value in the configs and inputting the ID and using “collabspace” as type.
To give access to external users, a few SharePoint-based permission tasks need to be completed as well as granting permission to the user through NetDocuments.com.
- First, the external user must be added to the group that the CollabSpace is shared with on netdocuments.com. This will send an email to the user and allow them to access the NetDocuments website through a special external user login.
- To view the content on SharePoint, the user must first be added to the site collection where the webpart is located.
- Finally, the external user must ALSO be added to the App Catalog site collection where the App is deployed.
Upon giving the correct permissions, external users will have access to a specific webpart where they can see and interact with CollabSpace contents. The external users will be locked out of every other view except for the CollabSpace that you have allowed them to view. For more information about how to grant access to external users, please refer to the official NetDocuments documentation.
Our webparts support the usage of ShareSpace from NetDocuments.com. ShareSpaces are like workspaces. The major difference is that ShareSpace can allow NetDocuments internal users to have access to the documents inside the ShareSpace.
ShareSpace can be displayed in Normal or TreeView using the “primarySource” value in the configs and inputting the ID and using “ShareSpace” as type.
To give access to internal users, a few SharePoint-based permission tasks needs to be done as well as permission granted through NetDocuments.com.
Our webparts support the usage of CollabSpaces from NetDocuments.com. CollabSpaces are like workspaces and Share Spaces; The major difference is that CollabSpaces allow external users of NetDocuments to have access to the documents inside the CollabSpace.
- Show All à To view both Documents Folders
- Show summary view: only shows a Folder structure, List view only shows Documents structure
field options will be visible based on the Source type selection, and it has eight types.
If user selects Search button, based on ‘search behavior’ and ‘search in fields’ search bar will enable a user to search for a keyword in the webpart.
By Clicking on the Filter Icon user will enable column-based filter options. Based on the filters selected the user can search for an absolute search term and select a file.
If user clicks on the Refresh button in Config, the entire webpart data is refreshed.
If user selects the Export button in Config, the overall data will be exported in an excel file.
If User selects the download button in Config, user will be able to download a selected document or file.
Upload button helps in three ways:
- Create new Folder
- Create a new Document ( format :Excel, PPT, Word)
- Upload a single/multiple File/s and Folder/s
If user selects upload button in Config, user can upload a File or Folder inside the Folder section.
• Once file is checked out by a user, you will be able to see the check-in button as shown below.