How to Use the Support Site


Use our support site to find answers to all of your questions, interact with the community, or submit a ticket for topics not already covered.

I'm a New User. Where Do I Start?
How Do I Create a Customer Support Account?
How Can I Be Notified of Product Changes and Updates?
How Do I Contact Support?
How Do I Submit a Support Request?
How Do I Use the Support Site?
How are Support Requests Escalated?
How Does NetDocuments Communicate Service-Wide Issues?

The Help Center provides NetDocuments customers with a complete self-service support portal and interactive user community. You can get information from the extensive help articles and product documentation, agent-moderated knowledgebase, or turn to other users in the community for answers. If you can't find an answer, you can submit a request to a support agent.

Tip: Bookmark the Support Site in your browser for easy access.

Finding information in the Help Center

The support site is divided into the knowledgebase (containing articles and announcements) and the community (containing questions and ideas).

You can use the search box to find information in both the knowledge base and the community at the same time.

The search results appear in two columns, with the left column listing the knowledgebase results and the right column listing the community results. You can browse the content in one or the other by clicking Home or Community in the navigation menu at the top.

Getting around the knowledgebase

The knowledge base consists of categories, sections, and articles. Articles are grouped in sections, and sections are grouped in categories.

To get around the knowledge base, you can search or browse the categories and sections. Use the breadcrumbs to return to Home page or to a parent section/category. You can also view popular, recently viewed or related articles.

If you subscribe to sections or articles, you will get notifications when somebody creates a new article or comments on an existing one.

Getting around the community

The community is a place for asking questions, providing answers, or sharing ideas. Most questions or ideas are associated with topics of discussion (forums).

Ideas are in our Idea Bank forum. Questions are in our customer Forums. You can:

  • comment on an idea
  • vote on an idea
  • answer a question
  • vote on other answers

  • Topics - Lists the topics of discussion in the community. These include the customer Forums and IdeaBank forums. Questions and ideas are associated with one of these topics. You can filter the topics with the following options:
    • All - (Default) Lists all the topics or forums
    • Following - Lists only the topics or forums that you're following

As ideas progress through development and implementation, they are tagged with different labels. When posting a new idea, please post it under the Idea Bank forum so it can be reviewed by our moderators.

  • Posts - Lists all questions and ideas in the community. Questions may have been marked as answered. You can filter the questions with the following options:
    • Newest - (Default) Lists the questions that were most recently posted
    • Recommended - Lists the top questions recommended for you based on your browsing history
    • Trending - Lists the top questions viewed by other users
    • Votes - Lists the top questions ranked by votes
    • No topic - Lists the questions that haven't been assigned to any topic
    • Following - Lists the questions that you're following

Participating in the Community

You can participate in the community by asking questions, providing answers, or sharing ideas. If you think somebody's answer to your question is correct, you can accept it as the answer so others can benefit from the information too. You can vote on others' contributions. You can view all your own contributions in one place. You can also track issues by following discussion topics or specific questions. You'll be notified when somebody creates or updates a question or idea, or adds a response.

Before you post a question, it's always a good idea to run a quick search to see if the question hasn't already been answered in the community. Your fellow users will appreciate not having to answer the same question over and over again.

To ask a question or share an idea:

  1. Go to Community, and select New postnew_post.png
  2. Enter your question or idea and any details about it. Ideas typically include feature requests. Questions include tips or any other useful information you want to gather from or share with fellow NetDocuments users and administrators.
  3. Select a topic (forum) for the question/idea from the drop-down menu.
  4. Select Submit.

To mark an answer to your question as correct, select the checkmark next to the answer.

To view all your contributions to the community:

  1. Select your profile icon in the upper-right corner of the page, and then click My activities.
  2. Click Contributions.
  3. Click any link to go to your contribution.

To follow a discussion topic or a question:

  1. Click the topic or question.
  2. Click the Follow button next to the topic title or question.

To manage the community items you're following:

  1. Click your profile icon on the upper-right side of any page, and then click My activities.
  2. Click Following.
  3. Make any change to the community items you're following.


Editing your profile

  1. Select your profile icon in the upper-right corner, and then select Edit my profile.
  2. After making changes, press Enter to accept the changes.

You can also create or edit your Community Profile.

Submitting and tracking support requests

You must be signed in as an end-user to submit and track support requests.

Submitting a support request

  1. Click Submit a request at the top of the page.
  2. Enter a subject and description of the problem.

As you enter a subject, a list of suggested articles in the knowledgebase appears. You can click one of the articles instead of submitting the request. We encourage you to look for answers in the knowledgebase and community before submitting a request.

  1. Add any attachments. The file size limit is 20 MB.
  2. Click Submit.

Updating a support request by email

You can update an existing support request ticket with a comment by email.

Your email must reference an existing ticket ID, using the proper syntax, and be in plain text. You must have permission to update the ticket as one of the following roles: as the ticket requester, a CC on the ticket, or a member of a shared organization for the ticket.

To update an existing support request by email:

  1. In your email client, create a new email message or forward an existing email.

The email should go to The subject can be anything you want.

  1. At the top of the email body, enter the ticket ID for an existing support request as follows:

#id ticket number

For example:

#id 123456

  1. Leave one blank line after the ticket ID.
  2. Enter the comment you want to add to the ticket after the blank line.

Your email should look something like this:

  1. Send the email.

Tracking your support requests

You can use the Help Center to track the support requests.

To track your support requests:

  1. Select your profile icon in the upper-right corner, and then select My activities.

By default, the page shows all the requests that you have submitted. An open request is a ticket that's been assigned to an agent who is working to resolve it. A request awaiting your reply is a ticket that's been assigned to an agent, but the agent is waiting for more information from you before resolving the ticket.

  1. To see details about a request, select the request’s title.
  2. To see a filtered view of all your requests, enter a search term in the Filter Requests box or select a request status from the Status.

Tracking your organization's support requests

You can be a member of one or more organizations registered with NetDocuments. If you are a member of a shared organization, the end-users can see each other's tickets. A shared organization can be set up by an administrator.

To track your organization's support requests:

  1. Select your profile icon in the upper-right corner, and then select My activities.
  2. Select Organization Requests to see all the requests in your organization.

The link appears only if you're a member of a shared organization that is registered with NetDocuments.

  1. To see details about a request, click the request title.

You can add comments to a request if an administrator has set it up.

Marking a request as solved

You can withdraw a request by marking it as solved. You can also reopen a solved request by creating a follow-up ticket.

Note: The request must be assigned to an agent before you can mark it as solved.

To mark a request as solved:

  1. Click your profile icon on the upper-right side of any page, and then click My activities.
  2. Click the title of an open request to open it.
  3. Select the option on the lower side of the request to mark it as solved.
  4. Enter any comment you want in the reply and click Add Reply.

Creating a follow-up to a solved request

  1. Click your profile icon on the upper-right side of any page, and then click My activities.
  2. Click All my requests in the sidebar.
  3. Click the title of a solved request to open it.

Tip: If you have a long list of requests, filter the view by selecting Solved from the Status menu.

  1. Click the link on the lower side of the request to create a follow-up request.
  2. Complete the follow-up request and click Submit.