Reference Guides



This page offers guides for setup and system requirements, end-user reference, and administration and implementation.  

Setup and Quick Reference Guides

User Workstation Setup – Setup guide for Basic and Professional Editions

NetDocuments Quick Reference Guide – Basic reference guide for all Users (PDF)

NetDocuments Quick Reference Guide for Mac Users  - Basic reference guide for Mac Users (PDF)

ndOffice Quick Reference Guide - Basic reference guide for ndOffice users (PDF)

NetDocuments Access & Security Guide - NetDocuments security (access) made simple (PDF)

NetDocuments Search Guide - A guide to ndSearch for users, administrators, and trainers (PDF)

NetDocuments Organization – A quick guide to how NetDocuments is organized

NetDocuments Collaboration Guide - Options for sharing documents externally

ActiveX vs ndOneClick - Functionality comparison of ActiveX and ndOneClick

Browser Comparison Guide - Compare NetDocuments functionality in various web browsers

Folders vs Filters vs Saved Searches - A comparison of the three organizing containers

Administrative Reports & Logs Guide - A summary of all reports and logs available to administrators

Basic NetDocuments Service Training Guides

Basic – NetDocuments User Guide – training outline for new Users

Basic - NetDocuments Administration Guide - setup for Administrators

Basic – NetDocuments FAQ – short FAQ for Users

Professional NetDocuments Service Training Guides

Professional – NetDocuments User Guide – training outline for new Users

Professional - NetDocuments Administration Guide – setup for Administrators

Professional – NetDocuments User Guide – Additional Topics – in-depth training guide for topics beyond the initial User Guide. This can be used to learn topics for new users after they have mastered the basics.  Some options are only available for the Professional Service.

Professional – Implementation Steps – detailed information for implementing a Professional account

NetDocuments Glossary of Terms – list of terms and definitions used in the NetDocuments Service

Administrator's Guides

Implementation Best Practices - guidelines for managing an account implementation project

Repository Administrator's Guide - repository settings and functions

Cabinet Administrator's Guide - cabinet settings and functions

Software Installation Guide - registry keys and command line switches for client software

ActiveX Update Guide - guide for installing and updating the ActiveX add-on for Internet Explorer

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