Settings Menu Information

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Each user can adjust their User Account and workstation settings by going to the Settings menu at the top right-hand corner of the page. This article contains a brief overview of all the options available under each user's Settings menu. 

Personal Information

First, MI, Last - Used for "Created by" and "Modified by" on items.

Username - The name that the user logs in with. This can be changed by the user after the account has been created. 

Email Address - The address which emails are sent from when using "Email Link" and "Email Copy." This is the address that password reset links and "Follow" notifications are sent to. The email address can be changed to any other email address you have access to.  

Login Information

Allow automated password recovery - Allows users to use the "Forgot Password" link on the login page.

Enable Automated Login - Available only when Active Directory is detected.  When enabled, the user will be automatically logged in when accessing the website on that computer. For more information, click here.

Allow Certificate-based login - Once enabled it behaves the same as Auto-login to the end-user. Based on a digital certificate that the user must install on their PC. 

Change Password - Allows the user to change their password. User must supply current password. 

Account Information

My Inbox email address - Messages sent to this address will be placed in the user's My Inbox in their My Cabinet.

Allow messages from - Controls who is allowed to send email to the address above.

WebDAV URL - Used to set up WebDAV enabled applications.

RSS Feed URL - Allows users to use an RSS feed to receive notifications (instead of via email)

My Cabinet storage - Shows how much space is being used in your My Cabinet. Also an option to display My Cabinet in the Cabinet Selector. 

Application Settings

Name Order - Used in all displays that show a list of names.

PDF Viewing - Controls whether PDFs are displayed in a web view or are downloaded and checked-out when you open them.

Gleam Setting in days - Controls how long the gleam will be displayed on items after they have been modified by another user.

Workspace Lists - Changes the list that is selected by default when importing documents.

Desktop Email Integration - If enabled, the default mail client on the PC will be used when sending email from your account via a MAPI call rather than the ND Email dialog.

Advanced Filing - Gives the user a "File" option on the "Move/Copy" menu when selecting a document in a folder.  This allows the user to file the document in an additional folder without it being removed from any folders it is currently filed in.  Requires the "Force filing in a folder" option on the Cabinet Admin page to be disabled.  

Install ndOneClickThis optional component will open and check out the document in its native application, and then guide you to check it back into NetDocuments. Requires the latest versions of Chrome, Firefox, or Safari. 

Browser Search Box - Allows you to add NetDocuments as a Search Provider in Internet Explorer.

Search Results - Allows users to set the default number of items displayed in search results. Users can choose from 10, 20, or 50 items.  

Define Display Format

Allows you to select attributes to be displayed when on a List View page (Folder, Search, Recent Docs, etc.). You can select up to 4 attributes at a time. 

Change Workspace Alias

Allows you to show either the official name or a customized name of your workspaces in Recent and Favorite Workspaces lists.  

Workstation Settings

Allows you to enable and configure Echo settings and Auto Import Folder settings. These are specific to each computer (workstation) you log in to.  

ShareSpace Personal Contacts

Allows you to manage your ShareSpace Contacts list - similar to a contacts list in Gmail or Outlook. You can add these users to the access list of one or more ShareSpaces.  

Manage App Access

Allows you to manage the apps to which your account is connected. This is where you would go to Logout of EMS or ndOffice. See also: https://support.netdocuments.com/hc/en-us/articles/205219300-Logging-out-of-EMS-Add-ins

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