netDocShare Teams App User Guide

Table of Contents
What is netDocShare Teams App?
Settings Configuration
Action Buttons Explanation
Context Menu Explanation
Co-Authoring Explanation
Edit Profile Explanation
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
Tree View Process

What is netDocShare Teams App?

Get it now

You can download the latest version of netDocShare Teams app from Microsoft Teams Store using this link - https://appsource.microsoft.com/en-us/product/office/wa200001619?tab=overview or using this Microsoft Teams App Store direct link https://teams.microsoft.com/l/app/f1a2add5-d007-4062-a10a-60f4ea29fdbc?source=app-details-dialog.

NOTE - The netDocShare Teams app may need to be approved by your Microsoft 365 Teams Tenant Admin (via the Microsoft Teams Admin Center) prior to being visible for all users within Microsoft Teams App Store.

The netDocShare Teams App is a powerful application which can use almost all features that are included in our SharePoint implementation.
Tab views can be configured and customized in several ways to show the most appropriate documents and containers for a respective user or situation.
These Web Parts include:

1. netDocShare Document Viewer

Normal View (Shows contents of a single container or workspace)
RecentDocs View (Shows user’s most recent documents)
Favorites View (Shows user’s favorited documents or containers)
My Checked out Documents (shows user’s checked out documents)
My Email Files (shows users email files)
Go to Client/Matter View (Navigate to a specific workspace using Client/Matter ID information)

2. netDocShare Tree View (Show multiple container sources which can be freely navigated in a tree-style view)

NOTE: Custom App tabs are currently in BETA state for Teams mobile. Any custom App tabs and personal tabs may encounter issues based on mobile device types. Microsoft is aiming to improve this functionality for developers and we will update our application according the documentation link here: https://docs.microsoft.com/en-us/microsoftteams/platform/tabs/design/tabs-mobile. Please look forward to full support soon.

Basic Settings Configuration

Please refer Teams config settings user guide for config setting process.

View Type – Normal

Source Type – Cabinet

Cabinet Name – Clients

User selected an Cabinet → Clients based on that folder were displayed in webpart

From Config Settings → Action Buttons View in Webpart Explanation

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 we have column based on the filter options will be enabled. Based on these we can search absolute search term and select an file for further process.

Upload Process

Click on Cabinet– Folder can be viewed

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

Create New Folder Steps to be followed:

Once you click on Create Folder a popup will be displayed.
Folder Name Textbox can be viewed and Confirm button will be disabled, once you enter a Folder Name in the Textbox the confirm button will be enabled.
Click on Confirm New Folder and you will see a Success Toaster message.

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.
Click on Confirm button → New document was created with the Success Toaster message
Here once the document (i.e: Word or PPT or Excel) is created the page will show another popup for Edit Profile Option.

Upload Files Steps to be followed:

Once you click on Upload File‘s a popup will be displayed.
In this popup we have two options we can drag and drop a file/folder, or we can click on the image to upload a file.
It’s very easy for upload or drag & drop Multiple Files.
Empty files cannot be uploaded here.
Once a file is uploaded or you drag and drop a file → the upload button will be enabled.
Once a 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 you click on the refresh icon the entire tab will be refreshed.
Loading will be enabled once the refresh is finished, please refer the below image.

Export Process

Once the user clicks on the Export Icon based on column options the data will be exported.

Download Process

Once user selects a document or file, the download icon will be enabled in the tab 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. (Optional)

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

Show Workspace Name – Enable

Tree View Table Display – Show All

Show Parent Container Info - Hide

Action Buttons – Here User can select buttons based on their requirement for results view. Note: list view/summary view and check-in 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 or medium or large.

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

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.

Config Values with Source Type - Filter

For Example, in Config Settings User can configure in tree 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. (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. Note: list view/summary view and check-in 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 or medium or large.

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

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 saved it will navigate into SharePoint page webpart looks like this check below image.

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 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 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 saved it will navigate into the tab as in 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 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 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 saved it will navigate into the tab, please refer to 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 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 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 saved it will navigate into SharePoint page webpart looks like this check below image.

What is Tree View

In Tree view source Type is Multiple so we can view all sources in a single webpart. For example check below images .

Tree View

For Example, adding à In config Settings added a configuration in Tree View for all fields. Please check below

Tab Name – Test

View Type – Tree

Show ndThread – Hide

Show ndTasks - Hide

Show Logo – Show

Source Type – Cabinet, Workspace,Folder,Filter,SavedSearch,Sharespace,Collabspace.

In Tree View Based on source type selecting Edit option will be added in that we can add our column properties for view Process (Column Options, Default Sort Property)

Workspace Content Display – Here user can select based on their required to view in webpart.

Tree View Display Table – In tree view user can select display process based on required to view in webpart.

Show Container Parent Info – Show or Hide based on required user can select this option.

Action Buttons – Here selected an all buttons for results view.

Search Behavior – Search All

Search In - Everything

Context Menu Options – Here user can select context menu keys based on their requirement.

Enable Post – User can Enable /Disable Post method using comments also.

Populate Mandatory Profile Fields – Disabled.

Context Menu Size – User can select Small/Medium/Large based on their requirements.

Default Click Behavior – Profile on NetDocuments (Default).

Above config values added check below image for Tree view in teams app.

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