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netDocShare Release Notes

netDocShare v3.6.0.2101

New Features
netDocShare for SharePoint & Teams
  • Cabinet source under Tree view: users can add the cabinet as a source under the tree view mode.
  • Config popup in SP 16: users can create or edit the config values using the popup window, instead of opening in a new window.
  • Video file Upload: users can upload one or more video files and playing them is possible.
  • Margin Notes in the context menu: added a new option called “Margin Notes” under the context menu, which can be used to annotate the documents.
  • Metadata information in Tooltip: under the tree view, users can view the metadata information inside the Tooltip, while hovering over any of the documents published as the result of the search operation.
  • License Expiry Information: If the customer license expires at any point in time while using netDocShare, users would be prompted with an error message immediately.
  • Workspace Navigation: under normal view, cabinet source users can navigate directly to a selective workspace using specific query parameters like “client” and “matter id”.
  • Workspace Navigation: under Goto client/matter webpart, users can navigate directly to a selective workspace using specific query parameters like “cabinet”, “client” and “matter id”.
  • “Sort by” field in Integrated search: “sort by” field option under Integrated search view is available for the search result to view option.
  • “Checked out” author & Date Information: when a user is trying to “check-in” a document, he can view the “last checked out” user details, while checking in a document that was checked out by the user.
  • Document permission: External users (any user who is not part of the organization) can access only the specific document (cabinet, Workspace, folder, file) which is permitted by the document owner/admin to the external user.
  • Document permission: External users (any user who is not part of the organization) can view the Workspace information for the specific document permitted.
Teams App
  • Document Post option: Team’s app users can post single or multiple documents, from netDocShare into the team’s channel using the post option available in the context menu, and users can add comments for the documents while posting.
netDocShare Content Browse component
  • Users can now specifically view recent & favorite workspaces.
  • “Client id” and “Client secret id” attributes are removed from the content browse config setting.
Admin App
  • Admin App users can use “Post” & “Margin Notes” function in context menu options.
Sync App
  • Scheduled jobs and create job pages are facelifted with new UI and UX features.
  • Checked out documents are restricted from syncing.
  • Scheduled jobs can be accessed only based on newly added user roles (Admin & Global).
  • Enabled functional ability to sync OneNote files.
  • Users can configure sync job frequency.
  • Overall sync job performance is improved.
  • Fixed open issues from the previous releases, in the apply permissions action.
Improvements
netDocShare for SharePoint & Teams
  • Performance improvement in content loading.
  • Performance improvement in integrated search feature.
  • Enabled parent path visibility in Summary view option, under Normal View Mode.
  • Enabled Default sort order functionality under My Checked-out View.
  • Enabled SharePoint subsite’s visibility, in Integrated search config.
  • Improved performance while user uploads Nested Folders.

netDocShare v3.5.0.2810

netDocShare for SharePoint & Teams
  • Additional Personal View
    • Added 2 new personal views to the teams app and config builder: My Checked-out Documents and My Email Files. These views should mirror their equivalents on the NetDocuments website
  • Bulk tasks update
    • All Bulk tasks (bulk download, bulk upload, bulk create, bulk drag & drop) will now display a status panel and report indicating which specific operations succeeded and failed
    • Users are now able to download an error log file for 1 or more failed operations to help diagnose issues
  • Drag & Drop: Users are now able to drag and drop 1 or more emails from Outlook directly into our netDocShare app
  • Upload: Uploading one or multiple files will now optionally display a popup to fill in specific metadata values for the uploaded documents. This process should be identical to the metadata popup on the NetDocuments site. This option can be turned on or off in the config builde
  • NetDocShare Hybrid (formerly Integrated Search) Updates
    • Users can now add multiple locations as search sources for both the SharePoint side and the NetDocuments side
    • Added “filter by” and “sort by” options for SharePoint results that come from tenant wide searches
  • Config Builder
    • Separated and clarified the config options between search “behavior” and search “location”. These options should now be easier to understand
    • Added an option “Populate Mandatory Fields” to select between forcing users to enter mandatory metadata fields when uploading a document or not
  • GoTo Client/Matter webpart
    • This webpart is now able to automatically retrieve a list of cabinets and following that, a list of clients and matters as typeahead or in a dropdown list
    • Config builder: Admins can set allowed cabinets, clients and matters for external users. External users will only see allowed content while regular users can see all in the same view
  • Bulk Create Tool: Outside of the bulk report update, bulk create tool has had many UX and bug fixes
    • Fixed bugs relating to special characters being parsed incorrectly from the CSV. Users should still refrain from using commas in their value names
    • Added ability to add security groups as well as emails in specific VESA columns
    • Adjusted UI to be more in line with the order of operations
  • Document Check-in Process: Added more robust options upon checking in a document. Users can now choose from the following options:
    • Remove “checked out” status (current)
    • Upload a new updated document to replace the current
    • Create new version (the above option + advance the document version number)
  • netDocShare Save & netDocShare Move
    • These extensions are now able to execute save and move operations on Folders with content as well as 1 or more documents
  • Additional Personal View
    • Added 2 new personal views to the teams app and config builder: My Checked-out Documents and My Email Files. These views should mirror their equivalents on the NetDocuments website
  • Bulk tasks update
    • All Bulk tasks (bulk download, bulk upload, bulk create, bulk drag & drop) will now display a status panel and report indicating which specific operations succeeded and failed
    • Users are now able to download an error log file for 1 or more failed operations to help diagnose issues
  • Drag & Drop: Users are now able to drag and drop 1 or more emails from Outlook directly into our netDocShare app
  • Upload: Uploading one or multiple files will now optionally display a popup to fill in specific metadata values for the uploaded documents. This process should be identical to the metadata popup on the NetDocuments site. This option can be turned on or off in the config builde
  • NetDocShare Hybrid (formerly Integrated Search) Updates
    • Users can now add multiple locations as search sources for both the SharePoint side and the NetDocuments side
    • Added “filter by” and “sort by” options for SharePoint results that come from tenant wide searches
  • Config Builder
    • Separated and clarified the config options between search “behavior” and search “location”. These options should now be easier to understand
    • Added an option “Populate Mandatory Fields” to select between forcing users to enter mandatory metadata fields when uploading a document or not
  • GoTo Client/Matter webpart
    • This webpart is now able to automatically retrieve a list of cabinets and following that, a list of clients and matters as typeahead or in a dropdown list
    • Config builder: Admins can set allowed cabinets, clients and matters for external users. External users will only see allowed content while regular users can see all in the same view
  • Bulk Create Tool: Outside of the bulk report update, bulk create tool has had many UX and bug fixes
    • Fixed bugs relating to special characters being parsed incorrectly from the CSV. Users should still refrain from using commas in their value names
    • Added ability to add security groups as well as emails in specific VESA columns
    • Adjusted UI to be more in line with the order of operations
  • Document Check-in Process: Added more robust options upon checking in a document. Users can now choose from the following options:
    • Remove “checked out” status (current)
    • Upload a new updated document to replace the current
    • Create new version (the above option + advance the document version number)
  • netDocShare Save & netDocShare Move
    • These extensions are now able to execute save and move operations on Folders with content as well as 1 or more documents
netDocShare Admin App
  • Admin users can now login through firm name instead of license key
  • Added all new config options that are available through the NetDocuments Config Builder
netDocShare Sync App
  • Users can execute bi-directional sync between SharePoint and NetDocuments
  • Users can execute bi-directional sync between OneDrive and NetDocuments
  • Support for Microsoft Teams Files Tabs for standard and private channels
  • Admin view allows admin users to browse and edit all created jobs
netDocShare Content Browser
  • Updated UX for better clarity on selected items and current container in TreeView

netDocShare v3.4.0.0608

netDocShare for SharePoint & Teams
  • Bug Fixes
    • Fixed an issue with default click behavior that caused the “open in NetDocuments” option to not open the document clicked
    • Resolved some UI issues and bugs with the config builder popup buttons
    • Resolved some team's issues in which global admin configs conflicted with new configs on the basic & advanced config screens
    • Revised GoTo Client-Matter interface to make it more similar in functionality to the NetDocuments client and matter picker
  • Integrated Search 2.0 (NetDocShare Hybrid)
    • This major update includes a completely new way to search in SharePoint and many features to support and enhance the integration between NetDocuments and SharePoint search results. Henceforth, Integrated search will be known by the new name “NetDocShare Hybrid”
    • Users can now use our regular config builder to build NetDocShare Hybrid configurations
    • (NEW) NetDocShare Hybrid now supports searching and filtering across the entire SharePoint tenant using managed properties
    • The above feature is executed using KQL queries. Our config builder now supports the ability to generate one using the form in our config builder OR advanced users can choose to construct their own and simply paste it in
    • Many UX updates, including:
    • Two view options for SharePoint results: Summary view and Detailed view
    • A new view option to combine SharePoint and NetDocuments results into a hybrid list in addition to the existing separate view
    • Along with the hybrid results, users have the ability to specify hybrid columns for shared metadata columns across both NetDocuments and SharePoint (similar to our filter associations feature)
    • Users can now choose more than 1 netDocuments cabinet as a search source in the NetDocuments search options
  • NetDocuments “Save” extension
    • This feature now supports selecting an entire folder of content to save instead of selecting one or more documents
netDocShare Admin App
  • Added a new admin-only option: "Allow Manual Editing in SharePoint": ON or OFF, will allow admin users to directly determine whether manual editing of JSON is allowed to change webpart configuration
netDocShare Content Browser (NEW)
  • netDocShare content browser is a brand new and highly requested component package that can be included in .NET core, ASP.net or, .NET MVC or React projects.
  • When installed, this component allows users to live view and interact with NetDocuments content similar to our netDocShare webpart, but instead of on SharePoint, this can be included in any of the above-mentioned project types
  • Users can choose to hardcode sources in the configuration (requires code re-deployment to change) or use query strings to dynamically load specific sources

netDocShare v3.3.0.2106

netDocShare for SharePoint & Teams
  • Added 2 new view types: My Checked-Out Files and My Emails which focus on user-specific content, similar to My Recent Documents and My Favorites. These views are now included as default personal tabs in Teams as well as being selectable viewtypes in the config builder
  • Added Drag & Drop functionality on the table itself instead of just the upload square. Users can now drag content directory to the table to execute upload
  • Fixed an issue with Legacy webparts not being able to process ShareSpaces correctly
  • Fixed an issue where custom lookup columns created in NetDocuments would display the wrong parameters in some cases
  • Config Builder interface updates
    • Added source-specific column selection for Treeview
    • Added hierarchical view for the source retrieval dropdown to make it easier for users to discern between similarly named containers
    • Added new config option: Default sorting based on profile attribute (column) values retrieved from cabinet
    • Updated config option: “Search Criteria” is an optional config setting that can be used to further filter documents in a container based on a specific metadata column. Columns are now automatically retrieved from the source and no longer requires manual input
    • Fixed a bug in which lookup columns showed the wrong values
    • Fixed a bug in context menu dropdown showing duplicate or null values
    • Fixed a bug in which profile attributes drawn from cabinets would overwrite old values
  • Fixed several usability issues with legacy view: GoTo Client / Matter
    • Added support for automatic querying of clients, matters and cabinets. Once user picks a cabinet, client becomes auto-queryable. Once user picks a client, matter becomes auto-queryable.
    • Fixed responsiveness & styling issues when placing webpart in smaller containers
    • Fixed multi-webpart re-authentication issue
  • Integrated Search
    • Added a new search type for SharePoint search which uses the SharePoint API to search across the whole site instead of a specific list
  • Co-Authoring
    • All temporary files created by the Co-Authoring process will now be placed in a folder called “netDocShare” in your OneDrive instead of at the root
    • Added more explicit errors in Start Co-Authoring process which used to silently fail (for example: if there is a OneDrive permission error)
netDocShare Admin App
  • Added a feature which allows Admins to restrict source types that are able to be selected by the config builder interface
  • Added more helpful text descriptions to the policies interface
  • Added session timeout & automatic logout after 60 minutes for security reasons
  • Fixed a bug in which retrieved columns were overwriting some existing ones instead of appending to the dropdown list
  • Fixed an issue for SharePoint on-premises where disabling JSON editing would disable configuration altogether. On-premises versions will no longer disable JSON editing in any capacity

netDocShare v3.2.0.2503

  • NEW: NetDocShare Admin App
    • Introducing the highly-requested netDocShare Administration App
    • Valid Admin users can use this app to set global default settings for webpart and tab configurations across Teams, SharePoint and other apps
    • This improves ease of use by auto-filling rarely changed config options so business users can use trusted settings set up by an administrator
    • Admin App can also be used to restrict users from accessing or turning on/off certain settings
    • Access the Admin App by visiting this URL for web clients or packaged as a separate executable file for On-Premises or intranet clients
    • Global Configs are saved in our netDocShare database. If a global config exists, SharePoint webparts and Teams tabs will use those values as defaults instead of our common default settings. Note: Admin settings will override all other manual configurations.
  • NEW: New option for our “Save to NetDocuments” extension
    • Introducing: “Move to NetDocuments”
    • This feature permanently moves one or more documents from a selected SharePoint source to a selected NetDocuments container
    • This will leave behind a reference to the new file location
  • NEW: Support for NDTasks added. When switched on, NDTasks will open in a new tab, similar to ndThread
  • Service endpoints are migrated from the old https://netdocshare.azurewebsites.net to new service urls at https://services.klobot.ai
    • No additional action required, our new app will use the new URLs automatically
  • Feature Enhancement: Bulk download
    • Users can now select multiple items to download at once
  • Several bugs in Teams App configuration screen resolved
  • Added several Quality of life UI updates including:
    • Users can now see the total number of documents in a selected container
    • Added option to sort contents by default (ascending and descending order)
    • Added auto-refresh option to automatically refresh contents of container after a set time interval
    • Enhanced search in TreeView to support searching within multiple containers
    • Users can now see which parent container each sub-container lives in

netDocShare v3.0.0.2112

netDocShare SharePoint Webparts
  • Major changes to workspace view
    • Users can now choose between our existing workspace view and a new view which segregates documents and containers, which is meant to simulate how NetDocuments displays workspace content on their website
    • This is controlled by a setting called “Workspace Content Display” which can be switch between “All” (our previous default view) and “Toggle” which lets users switch between containers (“Summary View”) and documents (“List View”)
    • In Summary View, users can Expand and Collapse containers to see the documents inside. Clicking a container will navigate directly to the container
    • Fixed an issue in which infinite scroll was not retrieving the proper content from the container
  • Source ID querying added to the Config Builder, Column querying improved
    • Instead of searching for container IDs in NetDocuments, the Config Builder now offers automatic source ID querying.
    • Users can choose the source cabinet, workspace or folder and choose main or sub-containers to set as their primary source.
    • The ability to manually insert IDs is still preserved for legacy users
    • “Get All Columns” will persist for an existing webpart, users no longer must re-retrieve their columns each time they use config Builder
  • Numerous usability and UX improvements in the Config Builder
    • The Config Builder should now be the go-to solution for quickly and easily creating a new view for all users. More technical users can still edit the Config JSON for more granular control
  • Search & content Issues
    • Search will now display the current container that will be searched as placeholder text in the search box
    • Clarified the search box so that it no longer filters and will only search in the source container and sub-containers
    • Clarified search behavior options: “Search All” will include all metadata content including document content. “Search current View” will only search on existing metadata columns. Neither search option can expand the search scope beyond the chosen primary source
    • Fixed a bug with infinite scroll which would cause some content to fail to be retrieved in high data volume environments
  • UX / UI improvements
    • Resizable columns: Users can now drag columns to resize them in the main table display for all views
    • Re-orderable columns: Users can also drag & drop column names in the Config Builder to re-order them
    • Treeview can now optionally display parent container info in the Tree Navigation bar in order to avoid confusing containers with the same or similar names
    • Treeview will now word wrap names on the left side navigation panel to facilitate longer titles and parent container info
  • Ability to Export WebPart Views to Excel
  • Improvements to Integrated Search (Enterprise only)
    • Added option to directly print search results for SharePoint or NetDocuments
    • Added the ability to show only filters for the compact mode, in additional to the option to only show the search box
    • Search term and filters will now be preserved when navigating back to search from a different page
Teams App “netDocShare”
  • Significant Speed improvements when loading user configs
  • Source ID querying added to “Add / Edit” tab dialog
    • Similar to SharePoint, Teams users can now see dynamically queried containers from their NetDocuments account to set as their primary source in a Teams Tab
    • Similar to SharePoint, Custom columns can be dynamically queried, added and re-arranged in the tab config
    • Fixed some bugs which was disallowing certain views from importing the data correctly into the basic and Advanced configuration window
  • Limited support has been added for viewing Teams tabs on mobile. Support may vary depending on the device used
  • All improvements to webparts and webpart views from above also apply to Teams
SharePoint Extension “Save to NetDocuments”
  • Introducing a new feature (for Enterprise users) that can be installed independently, our “Save to NetDocuments” Extension adds custom commands to any site collection document libraries
  • This feature is only available to SPO users currently with plans to expand to SP on-Premises 2016-2019.
  • Users can save single or multiple documents directly from the SharePoint library to NetDocuments
  • Already saved documents are tracked using a custom column “netDocumentsUrl”. Users can click this link to navigate directly to the location in NetDocuments. Saving the document again will update the existing document on NetDocuments with the latest changes from the SharePoint library