ndOffice 2.0 Update - November 2016 - All Data Centers

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User Update Notes

ndOffice version 2.0.17 will be available November 17, 2016. Go to ndOffice to download this latest version and find more information such as system requirements.   

New Features:

Below are the changes included in version 2.0: 

IP/Court Filing

This was released in version 1.9.2 which was a limited release, but is now available in the auto-updated version with minor improvements. Learn More

The user's choices for "Convert to PDF" and "Save as new version" in the IP/Court filing dialog will be remembered by ndOffice. 

Adobe Integration

We’ve made a major change to the Adobe add-in. We now leverage the technology employed in IP/Court Filing to show the ndOffice dialogs in the browser to make up for problems in Adobe’s API for letting ndOffice open dialogs. Further, we’ve made it so that now you can both save as an Office type document as well as the ability to save a PDF as a version of a Word document. 

New Outlook Features

Email messages filed from ndOffice will respect the default cabinet profile settings on the cabinet administration page, as the EMS add-ins do.

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.

A 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 and File overrides that behavior.

The Send & File dialog will not display when responding to calendar invitations.

Save Dialog

Users can now edit attachment names and message subjects in the Outlook Save dialog:

Attaching Documents

When attaching documents, users can edit the order of attachments, as well as the name of the attachments before sending them:

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.

Additional Features:

Recovering Disabled add-ins - ndOffice will detect when the add-in is disabled, and prompt the user to enable it. 

Added "Add Folder" and "Go To Workspace" in Outlook Save and Send & File dialogs.

Re-designed navigation tab and added Suggested Locations in Settings 

Default navigation changes for Outlook Save/Save As/Send & File dialogs in Settings

Disable workspace-based profile attributes when filing to a workspace or filter.  

Users can now specify additional columns like client, matter, author, and so forth. Users can now specify up to 9 attributes and determine what order they occur in. Name always stays first in the list. In Settings, users can define columns for custom attributes for the Save and Open dialogs:

 

Administrator Update Notes

Installation

In the past, ndOffice versions were either installed as a “per-user” version or as an “all-user” version. ndOffice 2.0+ is only an all-user install. A user must have machine admin rights to install it. If an all-user version was installed previously, ndOffice 2.0 will automatically uninstall the previous version. Also, it will automatically detect Adobe Reader or Acrobat XI or DC and install the add-in. If you choose Advanced installation you can turn on the IP/Court filing functions.

With version 2.0 we are no longer providing a per-user installation. This means that if ndOffice is installed on the machine then it is available to all users of that machine, and you cannot install it as ALLUSERS=0.

Accordingly, we have deprecated the original ndOfficeSetup.msi file, and renamed ndOfficeAdminstrativeSetup.msi to ndOfficeSetup.msi. This can be run as a GUI or as before from a command line depending on your needs.

Another change from 1.8 is that ndOffice no longer starts automatically after installation. We changed this to aid larger firms who deploy ndOffice using tools like SCCM or PRISM which had difficulties if ndOffice started as the admin user that does the installation. This omits the need to use the startup switch LAUNCH_APP=”0”. However, if users want to install and force ndOffice to auto start then the switch LAUNCH_APP=”1” can be used. This option is not available on GUI installs.

After installation, ndOffice will start when any Office app calls for the ndOffice dialog. Thereafter it will auto start as usual.

In addition to ndOfficeSetup.msi we distribute ndOfficeSetup.exe. In the past this was only a per-user bootstrapper which would install a per-user version as well as make sure the .NET and VSTO perquisites were installed and install them if they weren’t there.

Now, ndOfficeSetup.exe will add the ability to update any 1.8 or later version whether per- or all-user to the all-user version of 2.0 without having to uninstall the previous version first. Accordingly, ndOfficeSetup.exe will be what we use when staging auto-update. Users with 1.7.4 and earlier will need to uninstall per-user versions before updating to ndOffice 2.0. Learn more about Updating ndOffice.

Using ndOffice 2.0 with EMS Profiler

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. 

EMS Profiler functions missing from ndOffice 2.0:

  • The ability to edit the subject line before filing
  • A simple profiling method that doesn’t require the entire dialog to open
  • The ability to remove the email from the inbox

Learn more about disabling ndOffice features in Outlook

Prevent Emails from Activity Center

Now that it is so easy to file all outgoing emails and to use suggested locations to save many emails, it is easy to get the Activity Center filled up with emails. We’re leaving the default for this ON for now, but by adding the value “ ShowEmailsinAC” and setting it to “False” (requires a  restart of ndOffice) in HKEY_CURRENT_USER\SOFTWARE\NetVoyage\NetDocuments we will no longer show these emails in the Activity Center. This can be set in HKLM as well for the entire machine.

Add-in Status Monitor

For all Office applications, ndOffice will monitor the status of the add-in in HKCU. For instance, if I disabled Outlook then the value in HKEY_CURRENT_USER\SOFTWARE\Microsoft\Office\Outlook\Addins\NetDocuments.Client.OutlookAddIn changes LoadBehavior from 3 to 2 (soft disabled). ndOffice monitors these values for each office app. If disabled through any method, ndOffice will within ten seconds alert the user with an always-on-top popup. The user can click to re-enable the app and prompt the user to restart that Office app. If the user is busy and closes this pop-up, she won’t be bothered again but the Activity Center will show a persistent prompt letting you know that there are add-ins that are disabled and provide a link to re-display the dialog.

Next Planned Update

For your planning purposes, the next regular Update for ndOffice is planned for May 2017. We will inform you if this plan changes as we get closer to the date. We are providing this information to assist you as much as possible in your planning and administration of the NetDocuments Service for your organization. 

If you are using a previous version and experience any issues, we recommend that this new supported version be installed to ensure the best operation of the add-in. 


Support and Feedback

Comments, questions, suggestions, and problem reports are all welcome. Contact us at 1-866-NET-DOCS (638-3627) or beta@netdocuments.com.

When reporting a problem, please provide:

  • Fully-detailed description of the problem, including the exact error message or screen shots 
  • Detailed steps to reproduce the issue
  • Error logs (if any)

We thank you for all of your input and feedback and we appreciate your using the NetDocuments Service.

The NetDocuments Team

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