Tips for using NetDocuments on a Mac

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Because NetDocuments is a web-based service, the user interface will function the same in all supported browsers (Internet Explorer, Chrome, Firefox, and Safari) - on either Windows or Mac operating systems. However, NetDocuments provides optional add-ins that provide additional functionality, some of which are not available for Mac OS. These include the ActiveX (for IE only), the Microsoft Office add-ins called ndOffice, and the EMS add-ins for Outlook.

This article describes how Mac users can get the most out of their experience with NetDocuments without using these locally installed add-ins. 

For more information about using NetDocuments on a Mac, see our Quick Reference Guide for Mac Users.

Browsers

NetDocuments supports the latest versions of Chrome, Firefox, and Safari. 

 

Editing documents

Users in Internet Explorer (Windows only) will be prompted to install an ActiveX add-on that provides an automatic check-in/check-out function when downloading and editing documents.

Users in Chrome, Firefox, and Safari on both Windows and Mac OS must manually download and check out documents in order to edit them, or use our ndOneClick extension that provides a similar functionality as the ActiveX. ndOneClick is available for Chrome, Firefox, and Safari on both Mac OS and Windows OS.

Mac users have three options for editing documents:

Manual check-in / check-out

This option does not require any set up or installation. This option also allows users to use any locally installed app to open and edit documents. Learn more about Manually Checking Out Documents.

ndOneClick

Users can download ndOneClick to seamlessly check out a document for editing. Learn More about ndOneClick

Online Editor

This option allows users to open a document in a Microsoft Office web app to edit it. A Microsoft Account is required. Learn More about Online Editor

 

Opening documents and links

Clicking on a document will open the document in the Viewer first, unless you have installed ndOneClick. 

When opening a document link, links with open=Y or open=1 at the end of the URL will display the document in the Viewer; or, if you have ndOneClick installed, it will open the document for editing. 

Links with openMode=1 at the end of the URL will display the document in the Viewer. 

Links with just the Doc ID at the end, such as https://vault.netvoyage.com/neWeb2/goId.aspx?id=4827-3004-5219 will display the document in a search result. 

 

Emailing documents

Email Link - this option uses the built-in NetDocuments email dialog to send a link to anyone who has access to the document.

Email Copy - this option uses the built-in NetDocuments email dialog to send the document as an attachment to anyone, including those outside your organization.

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