WebDAV (Web Distributed Authoring and Versioning) is the standard for collaborative authoring on the Web that facilitates collaborative editing and file management by allowing users to edit and manage files on remote Web servers.
You can use any WebDAV client to connect to your NetDocuments account (except Microsoft WebFolders, which is not supported). One common method is to use a mapped drive in Windows Explorer to display WebDAV files and folders.
For example, as a mapped drive, WebDAV could be used to allow users to upload files from NetDocuments to a court website or USPTO website. The remainder of this article describes how to set up WebDAV as a mapped drive in Windows for this purpose.
NOTE: Mapping a drive in Windows is not a feature that is unique to NetDocuments. Rather, it is a Windows feature that can be used to access your NetDocuments account.
NOTE: WebDAV as a mapped drive will not work if your firm uses federated identity.
NOTE: The Windows Explorer search tool does not search within WebDAV folders. The user has to locate documents by navigating to the folder/document directly.
Setting Up WebDAV
To set up WebDAV as a mapped drive, follow these steps:
1) Run Windows Update to make sure the latest patches are installed on your system
a) Start > All Programs > Windows Update.
2) Install any necessary updates and reboot Windows if necessary
3) Make sure WebClient Services are active and starts on Startup
a) Start > Search > Type: services.msc > Select Services.
b) Find WebClient > Select Properties.
c) Select Automatic > OK > Exit.
4) Modify the Windows registry. This will enable Windows to accept basic authentication for SSL and non-SSL shares
a) Start > Search > Type: regedit > Select regedit.
b) The registry key is: HKEY_LOCAL_MACHINE > SYSTEM > CurrentControlSet > Services > WebClient> Parameters.
c) Select BasicAuthLevel (if it does not exist, create the key).
d) Change the value to 2.
e) Select OK > File > Exit.
5) Reboot Windows
6) Map your WebDAV share as a network drive
a) Windows 7: Go to Start and right-click on Computer. Select "Map Network Drive."
Windows 8: Open Windows Explorer. Right click on Computer. Select "Map Network Drive."
b) Insert your WebDAV URL as the location (Folder). The WebDAV URLs are as follows:
US datacenter: https://vault.netvoyage.com/webDAV
EU datacentre: https://eu.netdocuments.com/webDAV
AU datacentre: https://au.netdocuments.com/webDAV
c) Complete the desired settings (i.e. reconnect on login and use different credentials).
d) Login using your NetDocuments credentials in the window that pops up:
The WebDAV share will then connect and you can access it as a mapped drive through Windows Explorer.
Once the mapped drive is set up, you can use Windows Explorer to choose a cabinet, and navigate through your NetDocuments workspaces, folders, filters, saved searched, etc., similar to how the Web UI is used. On the Web (such as a court website), you can locate these files using the upload or browse buttons. You will find the NetDocuments mapped drive listed as "webfolders" under Computer:
Because NetDocuments supports certain configurations that Windows does not, you may run into issues with WebDav when you are using any of these configurations.
For example, having a period at the end of a folder name is not supported by Windows, although you may have a folder in NetDocuments that has a period at the end of the name. When opening this folder through your mapped drive, you may see an error like this:
You will need to remove the period from the name of the folder in NetDocuments in order to access the folder through your mapped drive.
All the steps outlined above that are needed to configure this setup can be pushed out to your firm's users using group policy.