Reference Guides

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

Setup and General Reference Guides

User Workstation Setup – Setup guide for Basic and Professional Editions

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

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

NetDocuments Organization – An overview of the organization of NetDocuments

NetDocuments Collaboration Guide - An overview of options to share documents externally

ActiveX and ndOneClick - Functionality comparison of ndOneClick and ActiveX

Browser Comparison Guide - An overview comparison of web browser functionality using the NetDocuments cloud

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

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

Quick Reference Guides

NetDocuments Quick Reference Guide

NetDocuments Quick Reference Guide for Mac Users  

ndOffice Quick Reference Guide 

ndMail Quick Reference Guide 

Navigation and Getting Started

Home Page, Summary and List Views 

Finding your Documents and E-mails 

Advanced Searching and Filtering 

Creating Documents and Versions

Working with Versions

Customizing to Suit Your Needs

ndOffice - Sending and Saving E-mail Attachments 

ndOffice - Filing E-mails 

ndOffice - Activity Centre 

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

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

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

Federated Identity Implementation Guide - a guide for connecting a repository to an identity provider 

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