Repository Name, Billing, and Add-on Information

Follow

Created:
Updated:

To access the Repository Administration page, go to the Admin link at the top right of the screen and select the repository you want to edit. On the Repository Administration page, click on Edit name, logo and billing information. 

This page is initially completed by NetDocuments personnel when the Repository is set up.  Repository Administrators can change this information as needed. NetDocuments uses the information from this page to track your account and to bill your organization for the NetDocuments service. We recommend that you keep this information as up-to-date as possible.

Repository Name

This is generally the name of your firm. Administrators may rename a repository at any time if required. 

Repository Logo

NetDocuments provides a firm the ability to display a company or customer logo in all folder navigation pages of a specific cabinet.  For example, if you are a firm that has set up a cabinet as an extranet for a client, you might want to apply the client's logo to that cabinet to enhance your extranet service offering to the client.

By default, when you choose a Repository logo from this page, no logo appears on any cabinet.  A Cabinet Administrator must go to the Cabinet Administration page to either activate the Repository logo, or to select a different one.  The Repository logo should be formatted to 550×60 pixels and cannot exceed 6MB in size. Only GIF, JPEG, and PNG files are supported.

Repository Restriction flag

Below the Repository logo setting there is a flag which is checked by default. This allows documents to be moved from your repository (to another respository to which a user may have access). You may want to consider unchecking it for additional security for the Repository. If you uncheck this option, no user will be able to move a document from any cabinet in the Repository to cabinets outside of the Repository. The option is shown as follows:

Allow documents to be moved from this repository's cabinets to other repositories.

 

Download Warning Threshold

This feature allows a Repository Administrator to receive a notification email when a user downloads more than the specified number of documents in a single login session. 

Here are the actions that count toward the threshold:

  • Opening a document via the web interface or ND2 interface.
  • Printing a document via the NetDocuments print option.
  • Viewing a PDF or HTML document (since we download the original document to the workstation rather than downloading a converted form).
  • Launching a document in a client side application (like Workshare).
  • Downloading a document (including the Mass Export utility).
  • Emailing a copy of a document. However emailing a document link (Email Link, Follow) is not counted.
  • Moving a document to a cabinet in a different repository.
  • Moving a document to a Sharespace that is in multiple cabinets.
  • Making a Sharespace that is currently accessible in just one cabinet accessible in another cabinet.
  • Opening or downloading a document via WebDAV.
  • The Download option.

Each time one of these actions is performed by a user during a single login session (even on the same document) it counts as a "download".

NOTE: The Download Threshold is not tied in any way to the Consolidated Activity Log

iOS App Access

Repository Administrators can determine users' access to NetDocuments apps for the iPhone and iPad.

Usage Information

Administrators can change the number of users at any time.  The Service requires that each time you change your users, you need to increase the user count by a minimum of 5% of the current users.  This is required because of the overhead associated with adding users to your service related to billing, etc.  When the number of users is changed, an email is sent to NetDocuments Billing, and an invoice is generated for the additional users added.  Contact NetDocuments Sales if you have questions about pricing. Learn More About User Accounts

Billing Code and Information

This is a code that NetDocuments uses to track your billing and account. We recommend that you keep your billing information (name, email address, and phone number) as up-to-date as possible. Learn how to Update Repository Billing Information.

Credit Card vs Billing Code

Smaller accounts generally use a credit card to purchase NetDocuments services.  Generally, most Professional service accounts will use a credit card that will be billed monthly or annually as specified in your contract.  Enterprise service accounts receive a billing code to track the account.  NetDocuments will invoice your firm as specified in your agreement.

Changing Administrators

If one or more of your firm's Repository Administrators leaves your firm and will no longer access their NetDocuments account, you may need to designate another user as a Repository Administrator. Only a Repository Administrator can add or remove another user as an Admin. NetDocuments strongly recommends that you designate at least two Repository Administrators in case one is unavailable or leaves the firm and is no longer able to login (their account is restricted, their email account is disabled, they have lost their password, etc.). If you only have one Administrator and they leave the firm, or all of your Administrators leave the firm and can no longer access NetDocuments, then no one else can be designated as an Administrator in order to perform Administrator functions. 

Cancelling your Subscription

If you wish to cancel or discontinue your subscription to NetDocuments, please be aware that you must export your documents prior to cancelling your account. NetDocuments will not provide your documents to you through any external format.

Back to Top

Was this article helpful?
0 out of 0 found this helpful

Comments

Have more questions? Submit a request
Powered by Zendesk