NetDocuments offers a secondary interface for mobile devices called the "ND2 Interface." The regular NetDocuments interface is available on Firefox, Safari, and Chrome browsers in addition to Internet Explorer. To access the ND2 Interface directly, go here:
NOTE: Throughout this Help section, the regular web interface is referred to as the “web interface.” Although the ND2 Interface is also web-based, it is referred to as the ND2 Interface to clearly distinguish between the two in this document. This document describes the general ND2 Interface functionality. Specific devices may vary somewhat from the standard description listed below.
The following types of devices can be used when accessing through the ND2 Interface:
1. Handhelds such as BlackBerrys, Treos, Windows phone devices, and other Web-enabled phones. BlackBerry handheld devices require software version 3.6+ using the Blackberry Browser (not the WAP browser).
2. Users will be taken to the ND2 Interface in IE8 and older because Internet Explorer 8 is not officially supported.
In most cases, the ND2 Interface is NOT intended to replace the regular NetDocuments web interface but can instead be used as an additional interface giving the user secondary access when using a mobile device or other browser. It can also be used by those who do not have the standard computer configuration to access the NetDocuments Service. It provides most of the necessary NetDocuments functions for accessing documents, but does not provide all of the features available with the standard NetDocuments web interface.
If you are using a Blackberry device with the ND2 Interface, it is required that you have access to the Blackberry Browser (as opposed to the WAP browser). Your Blackberry device must be synchronized with a Blackberry Enterprise Server to benefit from the "push" technology which is where a copy of a document will be sent with the link so that access to the document will be quicker. Users receiving a ShareSpace, who do not belong to a Repository cannot use a Blackberry or other handheld device to connect to NetDocuments.
With the ND2 Interface, you can access and view documents using several of the normal views available in the standard Web Interface. These are:
1. Your Home Page
2. Recently Opened Documents List
3. Browse Folders
4. Cabinet Page
5. Search (Search All Attributes)
Using the ND2 Interface you will be able to View documents as well as access the Profile for the document. Note that clicking the name of the document link, takes you to the Profile page, where you can choose to View the Document. You cannot "open" the document in its native application because it is not available on the handheld devices.
Currently, you cannot Edit documents from the ND2 Interface that are stored in NetDocuments on devices that do not have local storage. If your computer has local storage, a document can be checked out, edited locally, then checked back in. Note that on Blackberry devices, document links in emails also "push" the document to the device, so that it can be viewed when you are not connected to the wireless network.
You also have the ability to import documents on devices that support that functionality with local storage such as a Mac. These features are not available on all devices because of limitations of some devices, such as most handhelds.
You also have the ability to create subfolders from your device using the ND2 (Mobile) interface.
Logging into NetDocuments using the ND2 Interface
If you attempt to log in with the ND2 Interface from a handheld and you are not a member of the repository, you will be prohibited and the following message will display, “Your account is not authorized to use the ND2 Interface. Contact your Repository Administrator for more information.”
To login, enter the following in your browser address bar:
Use your same username and password that you use for the standard interface.
NOTE: If you want to login directly to the ND2 Interface from a Windows ActiveX – enabled PC, you can use the following URL: https://vault.netvoyage.com/neweb2/mobile/home.aspx.
Using a Blackberry type device or other supported handheld device.
If you are logging into NetDocuments using an handheld device such as a Blackberry or other device, you will be prompted with a login page.
To use NetDocuments on a device such as a Blackberry, you must have the HTML browser option available. On the Blackberry, this Browser is called the Blackberry Browser and when it is accessed the title will say “Blackberry Bookmarks.”
For the Blackberry and other devices, to access NetDocuments, we recommend that you create a Bookmark or shortcut to the NetDocuments Service.
To setup a bookmark to NetDocuments on a Blackberry device use the following steps:
1. Select the icon titled “Blackberry Browser” (HTML browser – not the icon labeled “AWS Internet”).
2. Select the “Home Page” option by clicking the “Scroll Wheel” once.
3. Scroll down and select Add Bookmark.
4. Type in the Address (URL) https://vault.netvoyage.com/neweb2/mobile/home.aspx or www.netdocuments.com.
5. Enter a title for the bookmark such as "NetDocuments" and click the Add button at the bottom of the page.
6. You can use the new Bookmark to login from now on. Just click the NetDocuments Bookmark link twice.
Once you have created the bookmark, to continue to the Login page, select the Bookmark (NetDocuments) you just created and click the “Scroll Wheel” twice.
1. You will see the word “LOGIN.” (Note: Use either URL from above)
2. Type in your standard NetDocuments Username & Password and click the Login button. You will go to your NetDocuments Home Page.
NOTE: On some monochrome Blackberry’s, the graphics are turned off by default. If you want to turn the graphics On for NetDocuments so you see the document, folder, cabinet, etc. icons, do the following (Be aware that enabling the graphics may decrease the display performance somewhat):
1. Click the Bookmark Title (NetDocuments) you created in steps 1-6 above.
2. Scroll down and select the Options link.
3. Then click the Browser Configuration link.
4. Scroll down to “Show Images” and change the No to “On WML & HTML Pages”. The wording of this question may be a little different depending on the Blackberry device you have.
5. Click the Back button and Save your changes.
NOTE: Pages in the ND2 Interface are not fixed width. Wide elements, such as the intellectual property notice shown in the Login page, may wrap at the screen edge and will vary between devices. Also, some devices do not support multiple fonts, graphics, or color. The actual fonts displayed may vary from what is shown in this document.
Using the ND2 Interface
Once you are logged in either using a device such as the Blackberry or other browser, you will be taken to the NetDocuments Home Page with the title “Home.”
You will see a number of Navigation links at the top of the page. You can navigate to any of these pages by selecting the desired link. If you are using a Blackberry, you would click the “Scroll Wheel” then select the “Get Link” option. These Navigation links are at the top of most pages for ease of Navigation within the NetDocuments ND2 Interface. In addition to the Home Page that you start on, the other options are as follows:
- Search page – documents can be searched by entering any profile or text criteria. This Search uses the simple search format.
- Recent Docs page – provides quick access to your recently opened or edited documents.
- Browse page – provides a tree view of your cabinets and folders.
Each page available in the ND2 Interface is described below.
The Home Page shows all the user-definable items listed on your regular Home Page. If you have a Blackberry device with Images turned Off, the images will not be included as in the example above.
Clicking on a document name navigates you to the Profile page. From the Profile page you can view the document text.
Clicking on a ShareSpace, folder, Saved Search, or cabinet navigates to the ShareSpace, folder, Saved Search, or cabinet page so you can locate a document.
Clicking on a Repository name navigates to the browse page with only the Repository and its cabinets shown. From there you can expand a folder to access the documents.
When you click a folder page from your Home page (or the Browse page), it will be displayed differently depending on your device.
For Blackberrys, Windows phone, and other handheld devices, you will see a narrow view that does not have the additional columns as shown.
For non-Windows based devices or other desktop browsers, a wide view will be displayed.
You can import documents into the folder if you have the ability to store documents on your device; you can also add subfolders to the folder.
Items are sorted the same way as in the Web interface folder page. The format of the Modified date column will not adapt to the device settings as it does in the web interface. The page title will be the name of the folder whose contents are being displayed.
Clicking a subfolder link navigates to the subfolder, a Saved Search link navigates to the Saved Search page. Clicking a document link navigates to the Document Profile page.
Recently Opened Documents page
This page will be formatted differently for wide display and narrow display devices also. Only the narrow view is shown here; the wide display is similar to that of the folder page.
This option provides the same functionality as the Simple Search in the web interface. You can enter any word from a Profile field or the document text to perform your search.
The search scope is set to search for all active cabinets to which you have access.
Search Results page:
This page will be formatted differently for wide display and narrow display devices. Only the narrow view is shown here; the wide display is similar to that of the folder page.
Document Profile page:
The Profile page is displayed when you click the name of the document or if you have the wide view, it also appears when you click the View option. You have four additional options for the Profile;
1. To View the document itself
2. To send a email Notification to someone else
3. To Email a copy of the document to someone else.
4. Check Out/In the document.
View Document option:
This page allows you to view the contents of the document. At the top of the document is a link to return to the Profile page. Of course you can also click the back button on your device or computer and return to the Profile page. Note that the document is being displayed using a Viewer, so all of the formatting may not be the same as it would be using the actual application that created the document. Also popular document formats will be viewable, but some less popular document formats may not be viewable.
NOTE: A maximum file size of 3MB can be viewed when using the ND2 Interface. Text-based PDF files can be viewed. Graphic-based PDF files cannot be viewed. Other types of files are generally viewable.
Notify Others Option:
With this option, you can send an email to another NetDocuments user, who has access to the document. They will receive an email with a link to the document which they can use to access the contents of the document. Remember, if you are trying to send a document to a non-NetDocuments User, then you should use the “Email Document” option instead of this Notification.
NOTE: If you set an Alert on a document in the standard Web Interface, then you will receive an email with a link each time someone modifies a document that you have designated.
The Subject will default to the Document name. You can use commas or semicolons to separate multiple email addresses. The To, Subject, and Message fields will all be wider on wide display devices. When Send is clicked, a message is formatted and sent the same as with the web interface’s Notify Others dialog. A Please wait message may be displayed. After sending your Notification, the screen is navigated to the Document Profile page of the current document.
HINT: When you receive a notification link with a Blackberry, the document will have also been sent to your Blackberry, so it can be opened almost instantly (it will not have to go to the server to retrieve the document when you click the link in the email message)
Email Document Option:
This option is used when you want to email a document as an attachment to the email, generally to someone who is NOT a NetDocuments User.
The Subject will default to the document name. You can use commas or semicolons to separate multiple email addresses. The To, Subject, and Message fields will all be wider on wide display devices. When Send is clicked, a message is formatted and sent the same as with the web interface’s Email Document dialog. A Please wait message may be displayed. After sending your email, the screen is navigated to the Document Profile page of the current document.
Check Out/In Option
This option is generally used to edit a document using the ND2 Interface. The document would be checked out and edited locally, then checked back (uploaded) into NetDocuments. This would generally be done on a primary device where the normal IE interface is not available, such as a MAC.
The Check Out option will only be displayed when all the following conditions are met:
- The device has local storage that is accessible from the browser.
- The user has E rights to the document.
- The document is not in an archival cabinet.
- The document is not currently checked out.
- The document is not a discussion or calendar event.
- The document is not signed.
When a user clicks the Check Out option, the document will be marked as checked out. The check out comment will be set to “Checked out via ND2 Interface”. The document content will be downloaded in the same way it is downloaded when the Download option is used.
Most browsers have a Downloads list, or a location where the document will be saved. In some cases, it may be better to save the document to a local location while editing.
NOTE: In IE9, if you click “Open” instead of “Save” it will be downloaded to one of the folders under
“C:\Users\username\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.IE5”.
You will need to display the hidden operating system files in order to see the folders.
NOTE: The documents checked out using the ND2 Interface will NOT be automatically checked in when you sign out as they are while using ActiveX; in ND2 the user must manually check in each document he/she checks out.
The Check In option will only be displayed when all the following conditions are met:
a. The document is currently checked out.
b. The user has A rights to the document or the user has E rights and the document is checked out to the current user.
The Browse button on the Check In page will bring up the native document selection dialog. When the user clicks Check In, the document will be checked in. If a document path and filename were entered into the Document field, the document will be uploaded and will overwrite the content of the official version. If a filename is supplied it will log an edit.
If the filename entered into the Document field has an extension of dll, cmd, ocx, or pwl, a check in will not be allowed. If you attempt to check in this type of document, a message will display stating that documents of this type cannot be checked in. If the filename has a different extension than the document’s extension, the check in will not be allowed. Instead, a message will display stating that the selected document has a different filename extension than the online document and cannot be checked in.
When the document is checked out to another user or the device does not have browser-accessible local storage, the Check In Document page will have this appearance:
If the user clicks Force Check In, the document’s status will be changed to "checked in". If versioning is enabled in the document’s cabinet, a new version will be created as the official version.
There are two other pages that can be displayed from the ND2 Interface. The first is the ShareSpace. Any ShareSpace can be displayed with its associated documents. In this view, you also have the same Navigation options available on most other pages.
This page will be formatted differently for wide display and narrow display devices. Only the narrow view is shown here; the wide display is similar to that of the folder page.
The Cabinet Page displays each of the items which have been placed there by the Cabinet Administrator. Note that the text listed under the Cabinet name is also determined by the Cabinet Administrator.
This view also has a Folder option so you can view the list of all folders for this Cabinet. The Browse option takes the user to all Cabinets and folders.
Import Doc Option:
If you are on a device which has local storage, you also have an option called Import Doc. If used from the Cabinet page, you will be able to import a document into NetDocuments into this cabinet, but not into any particular folder. If you want to import the document into a specific folder, you must have that folder open when you perform the Import document option.
The initial Browse page shows Repositories expanded to show all cabinets within them. The plus graphic or [Expand] text is shown next to items that have not yet been expanded. No graphic is shown next to items that have been expanded. Each time a plus graphic is clicked, the entire page refreshes.
NOTE: All ND2 Interface pages have a content expiration of 30 minutes. This means that the cache will be deleted after 30 minutes for any single page. The ND2 Interface still adheres to the system timeout of 90 minutes just like the standard web interface. For most devices, powering off the device will not effect a system timeout.