Using the ActiveX in Internet Explorer

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The ActiveX add-on for Internet Explorer (IE) gives NetDocuments Users a number of additional features as shown below.

NOTE: These features are only available in IE with the ActiveX installed. Otherwise, all other features are available in all supported browsers.

Here's how to Install the ActiveX add-on.

See this Browser Comparison Document for a side-by-side comparison of using NetDocuments in various browsers.

Check-in/Check-out documents

With the ActiveX installed, a user can simply click on a document name to "check out" the document. It will automatically download and open the document in its respective application. Edits can then be made to the document.

A checked out document is designated by a green checkmark near the document name:

To check the document back in, or in other words to upload it back to allow other users to edit it, simply close the document and click the green Check-In button next to the document name (shown above) OR to upload the document in a background process, click the green Check-In button at the top right of the screen (shown below). This will allow you to continue working while the document is being uploaded.

NOTE: While a document is checked out, it cannot be edited by other users, but it can still be Viewed in the browser or opened in Read-Only mode by other users.

Create a New document from within NetDocuments

From the NetDocuments interface, a user can create a new document using their native applications (such as Word or Excel) and save it directly into NetDocuments.

To do this, click on "New" above the navigation pane. Then select "blank document".

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Type in the name of the new document, select the document format, and select a filing location.

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The application you chose will then launch and open a blank document. This document can then be simply closed and checked in to save any changes to NetDocuments. 

ndOffice - add-ins for MS Office

NetDocuments provides integrations with Microsoft Office Applications such as Word and Excel. With these integrations, a user can save and open documents directly to and from NetDocuments.

With the ActiveX installed, documents that are opened from Internet Explorer are handed off to be opened by ndOffice in their respective applications. Learn more about ndOffice

Desktop Email Integration

The ActiveX provides the capability to use a MAPI email application (such as Outlook) when using the Email Link and Email Link options. To enable this feature, go to Settings > Application Settings > Desktop Email Integration.

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Send to Application

The ActiveX also provides the ability to launch 3rd party comparison applications such as compareDocs or Workshare from within NetDocuments. This can be done using the Send to Application option under More Options or Group Options.

The following actions can be performed using the Send to Application feature:

The application must be installed on your computer to show in the list.

Workshare (DeltaView) – Two files can be marked for a DeltaView comparison.

DocsCorp (pdfDocs) – application from DocsCorp to create pdf documents.

DocsCorp (compareDocs) – application from DocsCorp to compare two documents.

DocsCorp (formFiller) – application from DocsCorp to allow you to fill PDF forms.

Litera (ChangePro) – application to compare documents.

Payne Group (Metadata Assistant) – application from Payne Group to clean metadata in documents.

Append Versions – Two or more files can be marked and combined into one document with multiple versions.

The Send to Application option is available on the menu when you are on the Search Results, Folder List, Saved Search, or Recently Opened documents list. If you check one or more documents on these pages and then select Send to Application, those files get added to your marked list and subsequent operations can then be performed on them. Once the operations get performed, the documents are removed from the marked list.

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Echoing

Echoing is a feature used mainly for disaster recovery , but it also can aid in the time it takes to download documents. When a document is downloaded, a local copy is saved in a temp folder on the user's machine. The next time that document is checked out, and if no edits have been made, the local copy will be opened instead of the copy being downloaded from NetDocuments. These copies will be held on the machine for a period of time you specify.

During this time, if there is no Internet connection, you are able to access these document copies.  Editing of documents in the Echo directory should only be done at times when there is no Internet connectivity.  Echoing means quicker access to the most current version of your documents. You should not enable echoing on a workstation that is accessible to others because they may be able to access your echoed documents. The echoing settings apply only to the workstation where it is set.  These settings will not affect other workstations you use unless you enable it. For security purposes, Cabinet Administrators have the ability to restrict document echoing in certain cabinets, so in some cases documents will not be echoed to your workstation even if you enable echoing.

To enable Echoing, go to Settings > Workstation Settings > Echoing.

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Auto Import Folder

The auto import folder is a local folder that can be used to automate the process of uploading documents to NetDocuments. When documents are filed into this folder, you will automatically be prompted to file them into NetDocuments. It is commonly used for importing scanned images, or when creating new documents offline, such as on an airplane, and then have them quickly uploaded into NetDocuments the next time you connect to the Internet.

To enable this feature, go to Settings > Workstation Settings > Auto Import.

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