Receiving a ShareSpace

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This is your guide to receiving and using a ShareSpace. A ShareSpace is a secure container used for temporarily sharing a handful of documents with people (usually clients) outside of a firm that uses NetDocuments to store their documents.

1) You will be sent an email containing a link to the ShareSpace. Clicking this link will take you to the login page to access the ShareSpace.

new_sharespace.png

NOTE: We recommend you open the ShareSpace in Internet Explorer. You will then be prompted to install an ActiveX add-on. This gives you more functionality when downloading and uploading documents. 

2) Log in. If required by the sender or owner of the ShareSpace, you may likely need to create a password to login. You will do this when you first access a ShareSpace, as shown below (you can also create or reset a password at any time afterward). You will use this Username/Password to login to any additional ShareSpaces that you receive. 

new_ss_user_password.png

After you log in, you will see the ShareSpace summary view as shown below. Clicking "Switch to List View" will put the documents in a single list, from which you can select one or more documents to work with. Document options are available on the right-hand side. 

sharespace_page.png

3) Edit/View documents. Depending on the level of access you have been granted, you will have a number of options available to use when working with your documents.

To edit a document, click the name of a document, and it will "check out" and download to a native application (such as Word or Excel) for editing. Once you are finished making edits, simply close the document, and click the green "check-in" button. This will upload your document, with any changes made, to NetDocuments.

If you have access to multiple ShareSpaces, they will be linked on your Home Page.

pinned_sharespace.png

4) Close the ShareSpace. We recommend using the "Logout" button at the top right-hand side. This will end your session and prompt you to check in any checked-out documents. 

 

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