Below are frequently-asked questions related to ndSync.
Can I install ndSync on more than one computer?
Yes. You can install ndSync on as many computers as you like, both Windows and Macs. Each computer you install ndSync on will sync the same content. The configuration of which content should be synced is made globally, across all installations of ndSync and the NetDocuments server.
Is there a limit to the number of documents per folder or filter that can be synced?
Yes, there is a limit of 1,000 documents per folder or filter. The first time documents are synced to a device, the most recent 1,000 documents in the folder or filter will be synced. Any documents that are added to the folder or filter afterwards, either on the server or locally, will not be synced. If any of those 1,000 synced documents are removed from the folder or filter, then the most recently updated unsynced documents will be synced until the 1,000- document limit is reached.
Can a document be profiled if it is added to the local sync folder?
When a document is added to a filter in a workspace (and typically to a folder in a workspace as well), the document will always inherit the attributes from the workspace (like client and matter numbers). If a document is added to the filter, it will take the attribute that defines the filter (commonly document type). If a document is added to a folder, the document will inherit the default profile values, if any, that have been configured for the folder to which the document is added.
Will ndSync sync multiple versions or every version of a document?
No, ndSync will only sync the official version of a document. But, refer to the next question about editing conflicts, which involves unofficial versions.
What happens when there are editing conflicts for documents that have been synced?
Imagine that User1 checks out and opens a Word document in ndOffice, makes and saves edits but keeps that document checked out. Those change are not synced via ndSync until the document is checked in. Then User2 opens the document from the local ndSync folder, which is the version of the document at the time User1 checked it out, and User2 makes and saves changes to the document. User2’s changes will conflict with User1’s changes. Because the document is checked out, ndSync will turn User2’s changes into an unofficial version of the document and save that unofficial version to the server, and User2 will receive a bubble message about this. For a long as User2 keeps that document open, the changes User2 makes will be saved to that unofficial version. After User1 and User2 close out of their documents, ndSync will remove the unofficial version from the local computer (it will still have been saved to the server) and then sync down to the computer the updated, official version of the document, based on the changes made by User1.
How often is content synced between the server and my computer?
There are three ways the content is synced between the server and the computer where ndSync is installed.
First, every 30 minutes the ndSync application checks to see if any changes have been made to content on the server and then syncs those changes.
Second, immediately after any changes are made to content in the ndSync folder on your computer, those changes are automatically synced to the server. For example, editing and saving an existing document, renaming a document, or adding a new document.
Third, you can manually select the Sync Now option on any synced content on your computer, either for all synced content or for a particular folder/container or for a particular document. This will look for updates from the server, limited to the particular content.
Does ndSync sync emails?
Yes. Any files that are saved to a synced location, including emails (typically .msg or .eml files) will be synced.
In the future, we will be adding a filter to exclude from syncing to your computer any emails stored on the server.
Can I sync any folder on my computer to the server?
The answer is both Yes and No. When ndSync is installed, it creates an ndSync folder on your computer where the synced content is stored. (For example, in Windows this is found at C:/users/[username]/ndSync.) Only content that is found within this ndSync folder will be synced from your computer to the server (and only if you have permission to add content to the corresponding location in NetDocuments). Therefore, you cannot simply designate any folder on your computer to be synced, but if you move or copy a folder somewhere else on your computer into an appropriate location in the ndSync folder, then that folder will be synced.
Can the content synced by ndSync be saved to a location other than the C: drive?
Currently, the ndSync folder can only be located on the C: drive, but we will allow you to select a different location during installation, in the future.
Can I create repositories, cabinets, workspaces, top-level folders, filters and subfolders in the local ndSync folder?
You can create subfolders (assuming you have appropriate access rights to do so in that location in NetDocuments). However, ndSync restricts your ability to create new repositories, cabinets, workspaces, top-level folders and filters from your computer. If you create a folder within a workspace on your computer, it will be treated as a folder and not a filter."
Is it appropriate to use ndSync to backup my entire firm’s NetDocuments content?
No. ndSync is a personal productivity utility. You should use it only to sync NetDocuments content that you will need access to from your computer, such as when you will not have access to the internet, when you need access to a large amount of content at a time, etc. For firm-wide back-ups and disaster recovery features, learn more about ndMirror.
Can I use ndSync when I do not have an Internet connection?
The answer depends on how you are using ndSync. If you simply want to access content that has been previously synced to your computer, then that content will be there when you are offline. However, ndSync will not be able to sync changes made from your computer to the server when you are offline, nor can it check for changes made on the server.
How is ndSync activity logged by NetDocuments?
Edits and downloads performed using ndSync are NOT recorded in the Consolidated Activity Log. When syncing a folder or filter, the sync will not be recorded in the History of the folder or filter. When a document is synced, a download entry is recorded in the document’s History.
Can I only choose which content to sync from the ndSync application?
You can choose which content to sync (or unsync) from any installation of the ndSync application or from the NetDocuments web site. All of these locations will hold the same set of content to be synced.
How can I tell whether content has been configured to be synced?
From the NetDocuments web site, if you navigate to a workpace, folder, or filter, the graphical representation of the container will show a small “synced” icon (the circle with the spinning arrows) if the container has been synced. There will also be a container action called “Unsync [container type].” However, if there is a child container of a synced container, it will NOT indicate that it is part of a synced container, but the contents in the child container will be synced. If you try to sync that child container, you will receive a message that its parent container is already synced.
Also, from the ndSync application, if you select “Select Items to Synchronize,” it will show with a checkbox every container that has been configured to be synced.
How do I remove an item from a sync folder?
To stop syncing a folder or workspace, use the "Unsync" option from the web UI. Or, from the ndSync application, if you select “Select Items to Synchronize,” you can unselect a container that has been selected to be synced. This will not remove any content from the online server, but will remove the associated content from all synced devices.
Do not delete documents or folders from the ndSync folder unless you also want those items deleted in NetDocuments. However, you cannot exclude a specific document or other item in a synced container from being synced.
Can I sync a workspace but not all of the content in that workspace?
No. When any container – workspace, folder, or filter – is synced, ALL content, any levels deep, will also be synced. You cannot exclude certain child content from being synced. That being said, if there are any documents profiled to a workspace that are not in a filter or folder of that workspace, then those documents will not be synced. This includes items under a saved search or ShareSpace.
Does ndSync respect repository access restrictions, such as when a repository can only be accessed from certain IP addresses?
ndSync will honor IP address restrictions at the time the user goes through the OAuth authorization flow (the initial login and the confirmation to allow ndSync to access the user’s account). Once the user has gone through that login flow and has obtained a refresh token, the IP address restrictions will no longer be applicable and the user can access the repository’s content via ndSync from any IP address, because satisfaction of the IP address restrictions during the initial login have, in essence, been “embedded” into the refresh token. That applies until the next time the user goes through the OAuth authorization flow, either because the user logged out or their refresh token expired.
And the “opposite” also applies. If the user logs in to ndSync from an unsupported IP address, ndSync will not connect to the protected repository and the refresh token will assumes that the user does not have access to the protected repository. Therefore, ndSync will not connect to the protected repository in the future, even if the user is later connected through a supported IP address. To gain access to the repository through ndSync, the user must first logout of ndSync and then login again from a supported IP address.