Reference Guides

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

Setup and Quick Reference Guides

Top 10 Things to Know about the New UI - an overview of the changes to the user interface in the 17.2 Update

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 – Basic reference guide for all Users (docx)

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

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

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

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

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

EMS Profiler vs ndOffice - comparison of two Outlook add-ins

Browser Comparison Guide - Compare NetDocuments functionality in various web browsers

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

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

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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