- OS: Windows 7, 8, & 10
- Browser: N/A
- Office: 2010, 2013, 2016
Table of Contents
- Download ndOffice
- Navigating ndOffice
- Opening Documents
- Saving Documents
- Version Management
- Managing Email (Outlook)
- For Administrators
ndOffice is an add-in for Microsoft Office applications - Word, Excel, PowerPoint, and Outlook - that allows users to open, edit, and save documents and emails without leaving the Office application.
To get acquainted with the new functionality and improvements that will be introduced with 2.2 release, view the following video.
Download the ndOffice Quick Reference Guide (for version 2.1)
ndOffice runs on Office 2010 (SP2), 2013, and 2016 – Word, Excel, PowerPoint, Outlook – on Windows 7+.
ndOffice version 1.8+ runs on Office 2013 and 2016, both 32-bit and 64-bit. It runs on only 32-bit Office 2010.
See all ndOffice System Requirements
We strongly recommend you to have all available Windows Updates installed before installing ndOffice.
Current version: 188.8.131.5296. See what is new in ndOffice 2.1.
Linked below are both the .exe and .msi download options. You can install version 2.1 using user-rights. Use the .exe version ndOffice to use the auto-update; the .exe is a "bootstrapper," which is capable of uninstalling the previous user installs of ndOffice 1.0 and install prerequisites, such as VSTO and.NET.
Make sure you have the most up-to-date version of ndOffice available (We no longer support previous versions as they are end of life.):
With ndOffice 1.8+ an integration with Adobe Reader and Adobe Acrobat is included. When the ndOffice install detects Adobe XI or Adobe DC on the computer, it installs the add-ins, which are the only two version supported.
The option to install the Adobe integration is currently only available when installing ndOffice via the All Users Install Package using the Advanced Install options.
IP / Court Filing
ndOffice 1.9.2+ also allows for filing to IP or Court websites. Learn more about IP/Court Filing
How to use ndOffice
The Activity Center helps you keep track of all your activity in ndOffice, across all applications. The Activity Center pops up from the Windows tray when you click the ndOffice icon:
Click a document to open it.
The Activity Center includes:
- Progress bar as a document downloads or uploads.
- List of up to the last 100 documents you accessed via ndOffice.
- Icons readily identify each type of document, including emails.
- Documents are presented in collapsible groups by:
- Last Week
- Older than Two Weeks
- Status appears for documents that are
- Opened for editing
- Checked in (with date/time)
For more information, see:
Left & Right Panes
The left-hand navigation pane displays locations and containers in NetDocuments, while the right-hand pane will display workspace and folder contents, and search results.
Drag the divider to the left or the right to adjust these panes:
Additionally, you can adjust the search box:
Select how you want to view items in the right pane:
In the Details view, slide column heading to the left or right to adjust the columns in the right-hand pane.
When viewing a workspace, you can switch between the summary view and the list view:
You can add a new folder as you save a document by clicking "Add Folder."
When saving documents or email messages, users can add a workspace to their Favorites list:
You have access to all content normally available to you when accessing NetDocuments Online, including workspaces, folders, and Saved Searches. The only exception in the short term is ShareSpaces which are not currently accessible. ndOffice dialogs operate similar to the standard Office dialogs. For example, when viewing any file location, you will only see Word documents when opening from Word and Excel documents when opening from Excel. You can sort the columns, change the list view, size the right and left panes, and search.
To open a document:
1. Select File > Open.
2. Navigate to the desired document using the Navigation Pane, or run a search.
3. Click the document to open it in the current application.
1. Click on or expand Home to view items on your Home Page.
2. Open a filing location (workspace, folder, etc.) in the left-hand navigation pane to access its contents.
3. Documents you have pinned to your Home Page will display in the right pane.
NOTE: Workspaces on the Home Page are cached for 30 seconds, and documents are cached for 30 minutes. This means some users may see delays when adding Favorites to their Home Page from the web UI.
1. Click Recent Documents to view all items you have recently accessed.
2. Expand Recent Documents to see lists that will display the 40 most recently Opened, Edited, or Added documents.
1. Click Recent Locations to view the 10 most recent locations from which you have opened or to which you have saved items.
1. Select a cabinet in the left navigation pane for your search scope.
2. Select a search field next to the search box at the top right:
3. Enter keywords or phrases in the search box. Search results will display in the right-hand display pane.
1. Click to use more advanced search features.
2. Use any combination of fields to narrow your search:
3. Go to NetDocuments Online for more searching features, such as searching for deleted items, and email messages.
To access ndOffice Save functions, go to File > Save As in either Word, Excel, or PowerPoint.
You choose whether to browse to a filing location or ignore any specific location, even if a filing location was defaulted; OR profile only by changing the profile fields. You can also default the location to be the cabinet which will always require profiling, assuming the cabinet administration setting is set to not require “filing to a folder.”
At the top of the Open and Save dialog windows there is an address bar, allowing the user to see the entire parent tree of the selected filing location, and allows clicking any parent level to go to that location.
The Save dialog will also show “Current Document” at the top of the Navigation tree below home. This represents your current document. If you uncheck "save as new version" you can easily re-profile your document or rename it.
Profile templates and security templates are accessible and encouraged for quick and easy profiling. Creating templates can only be done at ND online.
NOTE: When applying the Private security template, if you select this template, then select an Author value that is linked to a user, you will see an error message. This is intended behavior because adding the linked Author conflicts with the Private security template. You cannot add a user to the ACL of a document marked as Private.
You can change the document’s file extension by choosing from the drop down menu the options available in the Office application you are in. A popular option to this feature is the ability to save a document as a PDF. To do this, you must be saving as a new version or a new document.
NOTE: Office 2013 has the additional "backstage" dialog when opening or saving documents. This requires one extra click compared to Office 2010. You can bypass the backstage when using key commands by going to File > Options > Save and checking "Don't show the backstage when opening or saving files."
Create New Document
1. Open Word (or Excel or PowerPoint) and create your document.
2. Go to File > Save.
3. Select a NetDocuments location, or select a cabinet and complete the document’s profile instead of filing to a specific location.
The filing location selected will display its inherited profiling information which will get applied to the new document.
4. Continue editing or close your document.
NOTE: Clicking Save (or Ctrl+S) as you edit your document will commit your changes to the NetDocuments Service.
Save as a New Version
1. With your Word document open, select Save As.
2. By default, the Save as new version and Official version boxes will be checked.
3. Enter a description for the new version, then click OK.
4. Continue making edits, save, then close your document.
Save as a New Document (Copy)
1. With your Word document open, select File > Save As.
2. Uncheck the Save as new version option.
3. Select a new NetDocuments location.
4. Complete the profile, if applicable.
5. Continue editing or close your document.
Save as New Version of Existing Doc
1. Open a local document or an email attachment.
2. Go to File > Save As.
3. Select an existing document in NetDocuments.
4. Enter a description for the new version, then click OK.
5. Continue editing or close your document.
NOTE: Saving a DOCX file will display only other DOCX files in the right pane. Change the Save as type field to see other files of the same type.
Profile fields are color-coded:
You can open a specific version of a document by right-clicking on the document and selecting "Open a Version..."
Or, click Version Options to open the Versions dialog window. You can also open the version dialog box by left-clicking the document's version number in the version column.
By leveraging Word's compare features, you can compare two documents – either documents in NetDocuments (separate documents or versions) and/or documents on a local file system.
Select the documents to compare:
Word's built-in comparison functions will then be launched.
After comparing, you can put the result back as an attachment to the document you compared, as a version of a document, or as a new separate document (of any type).
When finished, note the “Save as Attachment” option on the review dialog.
ndOffice includes an add-in to perform Attach and Save/File functions from within Outlook.
Use the Attach File button to attach a copy of one or more documents to an email. One or more documents can be selected at a time or repeat the step to attach additional documents.
Using the versions dialog, users can attach a specific version. There is also an option to attach a comparison of the document from the document's list of attachments.
Users may choose between adding a link, adding an attachment, or both at the same time:
The user will also have options to zip attachments and convert attachments to PDF before sending.
Users will be able to cancel large attachments while they download.
Save an Email Message
1. Select one or more messages, then click ndSave:
2. The Save dialog also allows you to file multiple emails (and their attachments) to multiple locations.
You can choose to 1) select all msg files, 2) separate the body from the attachments, 3) save only attachments, and/or 4) manually select the desired items using the checkboxes.
You can also rename an msg file before saving by clicking the pencil icon next to the message name:
3. Select the filing location. Click Save. You can save multiple messages to multiple locations before clicking Save and Close.
4. Click Save and Close when finished.
In Outlook's Home tab, users will see the ND Save button. A list of suggested filing locations will be available, with the top item displayed.
The ndOffice toolbar provides suggested file locations based on previous filing locations for that sender. Simply click the listed location to file the email to that location, or select from the list of other suggestions.
You can easily profile to a client/matter without having to open the ndOffice dialogs. If the item isn’t in the ten locations shown by default (associated with an email address) then clicking the Select Workspace option will open a pane (not the entire dialog), your cursor will be placed in the Client field and you can begin profiling. You can also change the cabinet here.
A new column called "ND Location" is added to the user's Outlook view that displays the filed email's location.
When filing email messages, users will have the option to apply "Private Access" to an email. This removes all users' access to the message but retains VESA rights for the user who files the message.
Send & File
Users will have a checkbox in settings to enable Outlook Send & File. The Send & File button can be used to save a new email message (or a reply to a received message) while it is being sent.
Users who uncheck the "prompt to file outgoing messages" option will see two buttons - "Send & File" and "Send Only" for new email messages.
Depending on whether you have this option on or off, there are buttons to override that behavior in Outlook. So, if the option is ON, clicking Send will do a Send-and-File, and clicking Send Only on the ribbon will override that behavior. If the option is OFF, clicking Send does a normal Send Only, and clicking Send & File overrides that behavior.
The Send & File dialog will not display when responding to calendar invitations.
Save an Email Attachment
1. Right-click an individual attachment and choose Save to NetDocuments.
Attach to Calendar Event
Users can attach items to a calendar event in Outlook. This opens the standard Attach dialog, which allows the user to select one or more items to attach.
We’re working on improving the offline capabilities of ndOffice. In Phase 1, delivered in 2.1, we will watch to see if you lose your internet connection (or, your connection to NetDocuments) and, depending on your registry settings, alert you to the fact you’re offline and that edits will be saved to NetDocuments when the connection is restored.
Additionally, if there are errors from NetDocuments when working with a document, rather than a complete failure, we’ll show the dialog but show inline connection messages because of a connection issue, or some problem with the service. And you’ll be able to open documents from the echo, edit them, and they will be restored when you get a connection again.
In version 2.2 later this year, ndOffice will also have the ability to “hit the road” taking documents with you, and to create new documents while disconnected for later completion.
Opening documents from the Web
Documents opened and saved within ndOffice will be copied to the ndOffice echo location. A document opened directly from ND in IE will be checked out through ndOffice. After edits are made, it will then be checked in through ndOffice as if it had been opened through ndOffice in the first place. This will allow users to have the Auto-Check In and version control features of ndOffice regardless of where the document is opened from. This will include accessing a document from a link received in an email.
In this scenario, users will notice that when opening from the web, after the document is checked back in the green check mark will go away automatically!
When opening Word template documents, the template will not be checked out. Instead, it will just be placed into the Echo folder and opened from there.
Below is information pertinent to system administrators and IT engineers.
Caution: Do not point the ndOffice database to a temporary location or directory. Also, make sure that any virus scanner or firewall you have is excluding checking or accessing the ndOffice database.
See our ndOffice Workflow Diagrams to learn more about how ndOffice operates.
Refer to our ndOffice Technical Overview (for version 2.1) for more detailed information.
See our Software Installation Guide for more information, such as registry keys and command line switches.
ndOffice 2.0 includes additional email filing capabilities that overlap with EMS Profiler (and EM as well), but it is not feature-complete with EMS Profiler.
When ndOffice 2.1 is available users may decide to remove EMS Profiler. A replacement for EMS Folders will eventually also be made available.
Learn more about disabling ndOffice features in Outlook.
- Version 1.7.4+ is supported in Office 2013 /2016 on 64 bit or 32-bit.
- In order to use ndOffice in Outlook 2013, you must disable hardware graphics acceleration. Learn More.
- There is a known issue with Office 2010 and 2013 touchscreen environments when using ndOffice. Learn more.
- Excel's track changes feature is not currently supported in ndOffice.