NetDocuments ndThread

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The NetDocuments ndThread award-winning collaboration technology brings together key activities — conversations, documents, and more — into a unified, topic-based solution.

Discover how ndThread’s technology drives productivity and enhances the workflow of teams.

Product Information and Announcements

Admin Topics

User Topics

The following information is intended for end users.

User Requirements, Download, and Access

Requirements

ndThread is available in the browser, as a desktop application, and through native mobile apps. ndThread supports the following platforms:

  • Operating System: Windows 7, 8, & 10 or Mac OS X
  • Browser: Chrome, Edge, Firefox, Safari, IE
  • Devices: iOS and Android

Download ndThread

ndThread is an add-in to NetDocuments purchased separately. Please contact NetDocuments Sales for information to add this product to your subscription. 

If your firm has not licensed ndThread, you will not be able to take advantage of the application.  In this case, after logging in, the following message appears:

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ndThread for Desktop - Windows and Mac

Download the ndThread installer from the links below and follow the instructions:

ndThread for Mobile - iOS and Android

Download the ndThread mobile application from the links below:

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Access ndThread

Apart from the browser, ndThread is also available for Windows and Mac as a desktop application and for iOS and Android as a mobile application. 
 
If you prefer using your browser, click one of the links below, depending on the NetDocuments service you connect to:

Alternatively, on the NetDocuments corporate website (https://www.netdocuments.com/en-us/), go to the menu hamburger_menu.jpg in the upper-right corner, select the Sign In option, and then under ndThread, select the host service.

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ndThread supports the latest versions of the most popular browsers (Chrome, Edge, Firefox, Safari, IE).
 
If you are logged in to NetDocuments in the same browser, then you do not need to log in to ndThread. 

The first time you access ndThread, a message prompt asks you to allow ndThread to access your NetDocuments account. Select Allow and proceed. You need to do this only one time.

In NetDocuments, the Threads tab appears for workspaces. You are able to access the thread for a particular workspace without going directly to ndThread. 

When you first access the Threads tab, the following message appears. Select Allow and proceed with using the workspace threads.  

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ndThread Interface Overview and Navigation

Table of Contents

Overview

ndThread is an add-in to NetDocuments that unifies conversations, documents, and other activities into a single solution. ndThread provides two levels of communication:

  • Workspace-level threads
  • Direct messages to other users

ndThread also allows adding comments to documents or to specific document parts. 

Main ndThread terms:

  • Repository – This represents the place in NetDocuments where your firm stores all the documents and other created content. Each NetDocuments client has their own repository.  Each repository typically consists of one or more cabinets
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Note: The repository selector in ndThread prompts you when you have unread messages in other repositories (besides the currently selected repository).
  • Internal and External Members – A member (or a user) is anyone who has a NetDocuments account.
    • An internal member is a user who works for a firm that licensed a NetDocuments repository. For example, an attorney at a NetDocuments law firm client. Every person who works for a NetDocuments client is an internal member with access to that client’s repository.
    • An external member is a user given access to a specific repository but who does not work for the client that licensed that repository. For example, the General Counsel at a company that is a client of a law firm that licenses NetDocuments.
    • If external users are members of the cabinet where direct messages are stored, then internal users are able to initiate direct messages that include external users.
    • If external users have access to a NetDocuments workspace, you are able to invite them to the ndThread workspace and allow to participate in threads.
Note: External users get access to workspaces and threads only after an invitation of an internal user; they are not able to self-join. External users also have access to document annotations. Internal users get a warning when external users have access to content.
    • Threads shared externally include the 10.jpg icon in the list of threads.
    • The same user can be an internal member of one repository and an external member of another.
  • Workspace – A NetDocuments workspace is a storage area associated with a specific matter or project.
    • A NetDocuments workspace has these key attributes:
      • A unique association with a matter or project, like a client/matter number.
      • The users and groups with access to the workspace, and the access rights.
      • The structure of the workspace (filters, folders, etc.) and the content stored there.
    • Access the same workspace through ndThread to allow members of the workspace to participate in conversations about the associated matter. However, members who have access to the NetDocuments workspace need to affirmatively choose to participate (or accept an invitation to participate) in those workspace conversations that are available via ndThread.
      • Initially, only internal members of a repository may participate in those workspace conversations available through ndThread.
  • Thread – A thread is a single, ongoing conversation related to a specific workspace. Although a workspace can have multiple threads, a Team thread appears by default with every workspace. Within conversations, you can highlight documents for review. There are two types of threads:
    • Public – Every internal member of the workspace has access to a public thread associated with that workspace. 
    • Private – Limited to specific internal members of a workspace invited by the creator of the private thread. 
  • Direct Message – A direct message is an instant conversation between two or more internal members (up to 9 in total) that is not directly associated with a workspace.
  • Message – A message is a discrete addition to a thread or direct message created by a user.
  • @mention – An @mention is the text you can add to a message by typing an @ followed by the user’s name. (You are able to @mention only the users who are participating in a specific conversation.)  Use an @mention for two reasons:  to call attention to someone specific, but also to trigger sending a notification to the user with the content of the message.
  • Notification – A notification is a way to alert you about new messages in ndThread that you have access to, consistent with any notifications settings you configured.
  • Comment – A comment is a note associated with a document stored in NetDocuments by a member who can view the document (limited to internal members). These comments do not change the document directly and relate to a specific version of the document. There are two types of comments:
    • Global comments are relating to the document as a whole.
    • Contextual comments are relating to a specific part of the document, like a highlighted sentence.

On the left side, find the main Navigation Bar where you can toggle between Workspaces and Direct Messages.

In case you have access to multiple NetDocuments repositories that have ndThread enabled, a repository selector appears above the main Navigation Bar. It allows you to limit the content of the threads and direct messages to a single repository. All workspace and user searches that you perform are limited to the selected repository.

In the repository selector, choose the needed repository from the drop-down list. ndThread highlights the repository selector with the orange color to indicate that you have unread messages in other repositories (besides the currently selected repository).

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Note: On narrow screens (like a smartphone screen), the Navigation Bar is hidden by default.

Workspace threads provide the ability to create and join threaded conversations within a specific workspace. Your threads are sorted alphabetically (except for the default Team thread, which always comes first).

Both in a workspace thread and in a direct message, type your text in the typing area on the bottom of the page and press Enter to send it.

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(On a smartphone, click a paper airplane icon  to send the message.)

Select the plus.png icon on the left side of the message pane to access the following options: 

  • Mention Someone - Mention other users who are members of the same thread (or direct message).
  • Link to a Document - Add a link to an existing document (in the workspace thread).
  • Upload Document - Add a new document. 

A document uploaded to a workspace thread or to a direct message appears as a link with metadata.

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In case you lose an internet connection, ndThread informs you with a corresponding message. To prevent any loss of data, ndThread blocks the access until the connection is restored. 

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ndThread Desktop and Mobile Overview

The best ways to access ndThread are from the desktop application and the mobile app:

  • The desktop application provides robust notifications when new messages appear (compared to accessing ndThread in a browser). When you are at your computer, the desktop app is the ideal way to access ndThread.
  • The mobile app provides access to ndThread on the go and includes push notifications about new messages.

ndThread for Desktop – Windows and Mac

The ndThread desktop application is available for both Windows and Mac. 
For downloading, see Download links

The first time you access the ndThread desktop application, select your NetDocuments service:
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Next, a message prompt asks you to allow ndThread to access your NetDocuments account. Select Allow and proceed. You need to do this only one time.
 
The desktop application has an additional ndThread Menu that contains several options:
 
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  • About ndThread - Redirect to the support page.
  • Check for Updates - Update the current version of the desktop application to the latest one.

         NOTE: You also receive notifications about updates available.

  • Change Service - Log in to a different NetDocuments service.
  • Reload - Reload in case there are any issues with the desktop application.
NOTE: If reloading does not fix the issue, select Quit, and then relaunch the application.
  • Quit - Exit the desktop application.

If you click the close.jpg  icon in the upper-right corner of your screen, the application disappears from the taskbar but it is available in the system tray. That means desktop notifications still appear. In this case, you receive a corresponding notification. 

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ndThread sends you the notification about relevant information and important activity.
Make sure to sign up to receive notifications. By default, you receive desktop, mobile, and email notifications, but only when someone sends you a direct message or @mentions you in a message.  
To change notification settings, select your avatar in the lower-left corner, and select Preferences.
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Choose desired notifications preferences for desktop, mobile, and email, then click Save Preferences.
A desktop notification includes the message, the profile picture of the user, and the content.
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Email notifications sent by ndThread use consistent headers to enhance your search. Additionally, you get one email that includes information about several actions (received messages) instead of one email per action.
 

ndThread for Mobile – Android vs iOS

You have an opportunity to work on the go with ndThread mobile application. The ndThread mobile application is available for both Android and iOS.  For downloading, see Download links.

The first time you access the ndThread mobile application, you need to select your host service (United States, Europe, or Australia). If you have not done this previously, a message prompt may appear asking you to allow ndThread to access your NetDocuments account. Select Allow and proceed.

In ndThread mobile application, the main Navigation Bar is hidden. To access it, tap the hamburger.png icon in the upper left corner of your screen. 

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Then, main Navigation Bar appears. The look-and-feel is the same as for the desktop application.

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Workspaces Tab

ndThread workspaces are metacentric locations for conversations. They are related to NetDocuments workspaces. So, if you have access rights to the workspace in NetDocuments, you will be able to join it in ndThread. For each workspace in NetDocuments, there are either one or several threads.

To access the workspace threads, from the Navigation Bar, select the Workspaces  workspace.png icon.

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The Workspaces tab provides access to the workspace threads and access to the document annotation feature. On the bottom of the Workspaces tab, there is a Workspace List.

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Workspaces with messages you have not yet read appear in their own UNREAD section. Unread Workspaces appear at the top of the list with an orange color. 

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Favorites Workspaces appear at the top of the list, above the unread ones.

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If you select a workspace in the list, all the threads for the selected workspace appear above it as well as a link to browse the documents in that workspace.

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Each selected ndThread workspace includes two key features:

  1. A default Team thread, apart from other threads added after creation of the workspace.
  2. A link to documents.

If you are the first user to access the workspace Team thread, then a single message appears in the thread, indicating that you joined the workspace. (Every time a user joins or leaves a workspace, a message appears in the Team thread for that workspace.)

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The following message appears when you invite a user to join a thread. This message cannot be edited or deleted.

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You see existing messages if other users joined before. The number of users in the thread appears at the top:

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The first number indicates how many members are online, and the second number is the total number of the thread members.

Hover over the info.png icon at the top of any thread page or the Documents page to view information about the document. 

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To search, in the upper right corner of the page, select the 2018-05-07_12-59-54.png icon, type the search terms, and then press Enter. The results are split between matching messages and matching workspace documents (matching only on document names).

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Direct Messages

Direct messages provide the ability to communicate with other users individually or in groups, up to 9 people in total. You can interact directly with any user of NetDocuments.

To access the direct messages, select the Direct Messages  2018-05-07_13-52-51.png icon on the Navigation Bar.

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Your 20 most recent direct messages appear in the left pane of the Direct Messages tab.

When you switch between workspaces and direct messages, ndThread remembers the last workspace and direct message you selected. 

You receive notifications about getting new direct messages in desktop and mobile applications. Additionally, the taskbar unread_messages.jpg icon indicates the number of unread messages in desktop application. The Direct Messages direct_unread.jpg  icon also shows the number of unread direct messages.

Unread Direct Messages appear in an orange color.   

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Documents Page (for Workspace)

You can find the Documents page under the list of all a workspace's threads. 

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The Documents page shows all filters, folders and saved searches in the workspace, similar to the workspace summary page in NetDocuments. You can preview PDF, Word, and PowerPoint documents. Samely you can upload and view email messages.

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You can sort documents in different orders. Select the needed option from the drop-down list, sorting documents by name, ID or update date.

To add a new document to the page, click Add.

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If you hover over a document name, the link.png icon appears. Select it to view the link to the document.

To open the document, select the needed one from the list. The document view looks as follows:

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In the upper right corner, there is a document version indicated. If you view an unofficial version, a corresponding indicator appears. Your comments are unique per each version.

To edit the document, select the edit.png icon. You can also download the document locally by clicking the saves.png icon.

On the right of the document, there is a list of comments. Your comments can be global (referring to the document in general) or point (highlighting one specific piece of text).

Click Reply to answer a comment.

Below each point comment, there is a navigation number, e.g. number.jpg . Select the number to go directly to the text it refers to.

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The Profile Menu

Select the User Avatar icon at the bottom of the Navigation Bar to open the Profile menu.

The Profile menu provides the following options:

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  • Profile - Access your user profile.
  • Preferences - Change notification settings.
  • Start App Tour - Launch the application tour in case you want to revisit it.
  • Help - Redirect to the support page.
  • Logout - Log out of the application.

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How to Use ndThread

User Topics

First-time User Tour

When you access ndThread for the first time, a pop-up message appears offering to show a quick tour through the most important features.

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To proceed with the tour, click Next. You can also click Skip, and then come back to the tour later. To view the user tour later, go to the Profile menu and select Start App Tour.  

ndThread shows the pop-up message with the first-time user tour once per user. 

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Create and Join Workspace Threads 

Make sure to join ndThread workspaces that correspond to the NetDocuments workspaces in which you are actively involved.  

On the Navigation Bar, select the workspace.png icon to open the Workspaces tab. 

Unless your colleagues invited you to a workspace, this message appears on the Workspaces tab:

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Select the Join Workspaces button.

Alternatively, to join the workspace:

  1. Go to the Workspaces tab and click the 2018-05-07_11-59-15.png icon. 
  2. In the search box, type search terms (client, matter, or matter number).
  3. Press Enter. The NetDocuments workspaces you have access to appear as search results.
  4. Select Join next to every workspace you want to access in ndThread so that you can participate in conversations about those workspaces.
  5. Select Close.

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When you join a workspace, by default you have access to all the public threads in that workspace. Select any of the workspaces you joined, and the selected workspace appears above the list of workspaces.

A public Team thread is created by default for all workspaces. Any internal user who has access to the workspace can access the Team thread too.

Select the “#/#” information at the top, and the list of users appears on the side, including the online and offline ones:

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You can create new public or private threads inside the selected workspace by clicking the 2018-05-07_11-59-15.png icon and selecting Create a Thread.

To create a private thread, select Private checkbox, then in a drop-down list select users who can access this thread and click Create.

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If you want to join or re-join the thread, click the 2018-05-07_11-59-15.png icon to the right of your selected workspace, then select Join a Thread. A list of the public threads in the workspace appear:

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If you join a conversation that exists for some time, you are able to see the whole history of conversations no matter how big it is. 

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Rename and Delete Threads

You are able to change the name of a thread in case you are a thread creator or a Cabinet Administrator.

Note: You are not able to rename the Team thread. 

Hover over a thread, select the 2018-05-07_11-53-47.png icon, and then select Rename:

 

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You are able to delete a thread in case you are a thread creator or a Cabinet Administrator.

Note: The Team thread is impossible to delete.

Hover over a thread, select the 2018-05-07_11-53-47.png icon, and then select Delete:

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Leave Threads 

For some workspaces, the number of available threads may grow quite large or there may be some threads that you do not want to participate in. For those situations, you are able to leave a thread that you don’t want to appear on your list or do not want to receive notifications. Hover over a thread, click the 2018-05-07_11-53-47.png icon, and then click Leave Thread:

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Invite Other Users to a Workspace

If some of your team members did not join the workspace conversation, invite them by selecting the invite.png icon to the right of the selected workspace and select Invite Users to Workspace. Then, choose users who have access to the NetDocuments workspace and add them to the ndThread workspace. You add them to every public thread in the workspace by default.

Alternatively, when searching the needed user, press the Up and Down arrow keys to move through the matches and press the Enter key to select a user.

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Favorite and Leave Workspaces

You usually access some workspaces more often than the others. In that case, you have the ability to mark a workspace as a favorite. Hover over the workspace name, click the grey.png icon, and then select Favorite Workspace. Favorited workspaces always appear at the top of the workspaces list.

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To remove a workspace from the favorite list later, hover over the workspace name, click the grey.pngicon, and then select Unfavorite Workspace.  

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If you do not want to participate in the workspace anymore, click the grey.png icon, and then click Leave Workspace. The workspace no longer appears in your list of ndThread workspaces and you do not receive further notifications from of any of the threads in the workspace.

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Direct Messages

To start a conversation with another user, go to the Navigation Bar, select the Direct Messages  2018-05-07_13-52-51.png icon, and then select the 2018-05-07_11-59-15.png icon. In the search box, type a user name, select the needed user, and then click OK. 

Alternatively, when searching the needed user, press the Up and Down arrow keys to move through the matches and the Enter key to select a user.

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To remove a direct message from the list, hover over the direct message and select the (x) button. You do not delete a direct message. It disappears from the list only. If you need to find that direct message later for any reason, select the Start a Direct Message button and then type in the name of another user who participated in that message.

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Documents in a Thread

Uploading a Document

If you want to upload a document to your conversation, there are two possible solutions.

In the typing area, click the plus.png icon, and then select Upload document. Select the needed document, and then click Open

Alternatively, you can drag the needed document to the typing area.

In the Upload dialog box, type a document name, select one or several threads for referencing the document, and select the destination folder. Then click Save.

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The uploaded document is saved directly to NetDocuments.  

To access the documents, go to a workspace list and select the needed workspace. Then, select Documents and click to open the document you need.

Sending NetDocuments Links

If you copy and paste a NetDocuments link into ndThread, a file component is displayed similarly to how it works for ndThread documents and document links.

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Commenting on a Document

Select the document you need to preview.

Then, highlight the text you want to comment on by clicking it. In a pop-up dialog box, type your comment and click Post

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Select a comment in the document and then ndThread shows that comment in the right pane.

If you add comments to a document version, you have a possibility to lock the version of the document first to ensure that any comments added to specific parts of a document continue to point to the same location. 

A locked version has a lock icon next to the document name on the Documents page, in a document link in a thread, and in the document preview.

Edit, Delete or Copy a Message

After adding a message, you can copy a link to the message, edit it, or delete it later by hovering over it and selecting the needed icon.

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You are able to edit and delete only the messages you added. An edited message appears with an edited note.

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A deleted message is replaced with [Deleted message].

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Other Features

  • To view a user's details, select the User Avatar avatar.png icon. 
  • To upload a different profile picture, select Browse... and choose an image stored on your computer. If you do not upload your picture, the avatar is default. 
  • To remove your avatar, select the remove.png icon and confirm your action.
  • To search for messages, click the 2018-05-07_12-59-54.png icon in the upper-right corner and enter a keyword. Your search results are divided into messages and documents.
NOTE: The documents you search in a thread are limited to documents in the joined workspaces, and the search is limited to document name.
  • To edit the last message you sent, press the Up Arrow key on the keyboard.
  • To mention a user in a conversation, enter and select the needed user from the list. Alternatively, go to the mention.png icon in the typing area, and select the Mention Someone button. 

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  • Enter @all to notify everyone in the thread.
  • To export a workspace thread or a direct message to CSV or PDF, select the export.png icon in the upper-right corner. Selecting Export as CSV or Export as PDF downloads the corresponding file to your computer.
  • To add a link to an existing document, go to the mention.png icon in the typing area, and select the Link to a Document button.
  • To add a new document, go to the mention.png icon in the typing area, and select the Upload Document button.
  • To add an emoticon, click the emoticon.jpg icon in the typing area and choose the needed one.
  • You can also paste a link to a website, and then ndThread shows some helpful context about the website:

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Log out

To log out of ndThread, go to the Profile menu and click Logout. The following message with two options appears:
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To fully log out, select Click here to log out of NetDocuments.

Support and Feedback

If you have any feedback, questions or report issues, please contact us at support@netdocuments.com or call at the closest customer support center:

  • US customers, call 801-226-6882 or 866-NETDOCS (638-3627).
  • EU customers, call +44(0) 2034.556770.
  • AU customers, call +61 2 8310 4319.

We thank you for your input and feedback and appreciate you using NetDocuments and associated product features. We value you as a customer. 

The NetDocuments Team

 

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