If you are using the NetDocuments Application Integrations in Word and you do not want the Doc ID inserted at the end of the document text (the default setting) you can follow the steps outlined in this article. The behavior of the Doc ID insertion is controlled by the “ndInt.dot” file included with the Application Integrations so you will need to locate this file on your PC. NOTE: If you are using ndOffice, please see the article here for more information on modifying the settings.
Location of the ndInt.dot file
There are two options in where the ndInt.dot file can be located:
C:\Program Files (x86)\Microsoft Office\OfficeXX\STARTUP (when installed for All Users)
C:\Users\<USERNAME>\AppData\Roaming\Microsoft\Word\STARTUP (when installed for Just Me - default)
(you may need to display hidden files in order to see these locations).
Adjustments to the Word Integration
With our Word Integration, you have 4 options in placing the Doc ID in the document:
- No Doc ID in the document.
- At the end of the document text.
- Into the footer of each page except the first page.
- Into the footer of each page including the first page.
Options which can be modified are as follows:
Doc ID placement
Choose one of the following settings:
0) Don't automatically insert the document ID into the document.
1) Insert the document ID at the end of the document text.
2) Insert the document ID into the footer of each page except the first page.
3) Insert the document ID into the footer of each page including the first page.
This option automatically checks-in documents as soon as they are closed. This setting is Disabled by default.
Due to the disadvantages listed below, we strongly discourage the use of Auto Check-In. See a demonstration of these disadvantages (video).
The disadvantages of Auto Check-in are:
1) It only applies to Word documents. Excel, PowerPoint, and PDF documents will not automatically check-in when this option is enabled.
2) Users have to wait for document uploads more often. Instead of batching together uploads for a set of documents, the user has to wait for an upload after each document is closed.
3) Background upload functionality is lost. Users have to wait for the upload to complete before they can perform other actions, instead of being able to navigate through the interface and work on other documents while a document is being uploaded.
4) The browser navigates to the NetDocuments check-in page each time a document is checked in. In most cases it automatically navigates back to the page it was on previously, but it does not scroll to the same point on the page. This can cause users to feel that they've lost their place, especially when working in a large folder or set of search results.
5) Auto check-in can significantly increase the number of browser "take over" events, depending on your browser settings. If a user has multiple browser tabs open, Word doesn't know which one the user is using to access NetDocuments. It will randomly choose a browser tab to "take over" to perform the check-in operation, which can be irritating if it chooses a browser window that was being used to access another application or site. Or, if IE is set to open a new tab, Auto check-in will always open a new tab for each time a document is checked in.
6) The auto check-in feature is already built into NetDocuments. Navigating to any of the below functions will automatically initiate the check-in of any closed documents as a background process:
Clicking any of the “New” options
Selecting the "E-Mail Copy" or "E-Mail link" options
Selecting "View in browser"
Selecting document "More Options" with the following options: Approve, Create PDF Attachment, Download, Modify Access, Move/Copy.
Clicking Advanced Search
Clicking Recent Documents
Clicking away from a Versions Dialog box
When you select another cabinet with the cabinet selector
When you “Switch cabinet folders/workspaces” in the navigation pane
When you do a simple search
When you log out of NetDocuments using the Logout button
When you click the large green check-in button at the top right of the page
Users can choose the NetDocuments page that will be accessed initially when the user selects the FILE | Open option.
a) docCent.aspx = NetDocuments Home page
b) worklist.aspx = Recent Docs page
c) searchAdv.aspx = Advanced Search page
d) Any other NetDocuments page URL may also be used. For example, you can use
e) the URL of a particular cabinet or folder page.
Choose one of the following options:
0) Display the document filename in the Word window title (default Word behavior).
1) Display the document's NetDocuments name and version number in the Word window title.
Placing the Doc ID in footers in Word
Please be aware of some issues that may occur if the Doc ID is placed in the footer: Known issues with Doc ID in footers in Word documents
Some of our customers also use iDocID - a third party add-in - in order to have more Doc ID placement features. See our Marketplace for more information regarding this add-in: http://www.netdocuments.com/en-us/Marketplace
NOTE: When using the Doc ID option in the footer, you may have a conflict with existing footers. We have found that the easiest way to insert a page number in the footer is as follows (using Office 2007):
1. After the Doc ID number is placed in the footer, edit the footer and press tab after the doc ID number. The tab will take you to the center of the page.
2. Select “Page Number” “Current Position” “Plain Number” and insert the page number.
Inserting the page number this way (although manually) does allow one to retain the page number when the doc ID number updates.
If you have any questions about this process please contact NetDocuments Support by submitting a request at https://support.netdocuments.com.
NOTE: The Excel integration uses an ndint.xla file that has similar options that can be modified in the same way as the Word integration. Doc ID insertion is not available in Excel. The Excel ndint.xla file can be found in one of these locations depending on how it was installed:
C:\Program Files (x86)\Microsoft Office\OfficeXX\XLSTART