ndOffice Activity Center Overview

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In the ndOffice Activity dialog box, you can see up to 100 documents. The documents are sorted by the last accessed date and time. Adobe .pdf files can be opened using ndOffice or from the NetDocuments website.

The Activity List is a version-specific list and is unique for everyone. For example, two lawyers are working on different versions of the Residential Agreement.docx document. The first lawyer has introduced some edits to version 1 of the Residential Agreement.docx document, and the second lawyer has modified version 2 of the Residential Agreement.docx document. Thus, the first lawyer sees only the Residential Agreement.docx v.1 document in the activity list, whereas the second lawyer sees only the Residential Agreement.docx v.2 in the activity list.

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The ndOffice Activity dialog box

With the activity list, you can use documents as templates for new documents or new versions of other documents. You can print, get a link to the document, and check the document in.

Profile Details

Edit the profile of any document in the ndOffice Activity dialog box. To edit the profile, hover over an item in the ndOffice Activity, and then the Edit Profile edit_p.png icon appears to the right of the document name:

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Select the Edit Profile icon to open the Profile panel and edit the document profile information:

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The Profile panel includes:

  • Document name
  • Document ID
  • Version number
  • Created by/date
  • Modified by/date
  • File type
  • Created from which version
  • Official version 
  • Ability to edit version description
  • Profile information (custom metadata)

You will see each version of each document you have been working on.

In the ndOffice Activity dialog box, you can right-click the name of the document, and then select one of the following options:

  • Open – Open the document.

Note: Upon opening the unofficial document version, you will see a prompt. You can click Continue to work with the unofficial version or click Open Official.

  • Open as read-only – Open the document in the read-only mode.
  • Open as a new document – Create and open a new document with the same content.
  • Open as a new version – Create and open a new version of the document.
  • Rename – Change the document name.
  • Print – Print out the document on any connected printer.
  • Copy link – Copy the link to the document.
  • Copy ID – Copy the document ID.
  • Email link – Insert the document link to the email.
  • Email copy – Download the document and attach it to a new email.
  • Versions and attachments – View document versions as well as comparisons and attachments. In ndOffice 2.3, open PDFs from Versions and Attachments in the ndOffice Activity dialog box.

Select the edit_p.png icon to edit the information about the document.

Upon selecting the  icon, you will be redirected to the login page of NetDocuments.

Select the  icon to pin the ndOffice Activity dialog box and move it anywhere on the screen.

In ndOffice 2.3, any time you select the closse.png button in the upper right corner of the pinned ndOffice Activity dialog box, the ndOffice application remains displayed in the taskbar.

Select the  icon to unpin the ndOffice Activity dialog box.

Additionally, drag a corner or a border of the ndOffice Activity dialog box to resize it.

After selecting the  drop-down menu, the following options appear:

View Echo Folder 

The ndOffice Echo folder is a local cache of the most recent NetDocuments files you have accessed. These are local backup files that are checked in or checked out using ndOffice.
By default, the ndOffice Echo folder can be found at the following path: C:\Users\<username>\ND Office Echo\SERVICE-username. The location of the Echo folder can be changed via ndOffice settings or the registry.

If there is no Internet connection, you can still work on documents that are stored in the Echo folder. Once the connection is restored, offline edits will be uploaded. The ndOffice Activity dialog box shows documents available in an offline mode.

The ndOffice Echo folder contains the following subfolders:

  • The Backup subfolder. If you are experiencing issues while opening, editing, or saving documents, you can recover them from the Backup subfolder of the ndOffice Echo folder.

Note: The Backup subfolder has a retention time period, which administrators can establish with the BackupRetention registry setting. You can put the number of days for the document to remain in this folder before deletion. The default value is 5.

  • The Attachments subfolder. It contains all the documents that you attached and sent via email.
  • The Comparisons subfolder. It contains the compared documents.

For more information about the ndOffice Echo folder and its subfolders, see The Echo Folder

Settings

After clicking Settings, you can view the information related to your account, specify the location of inserting the ID stamp to a document, set the default locations for opening or saving documents, and specify the number of documents to be displayed in the ndOffice Activity List. For more information, see ndOffice Activity Center Settings.

Help

You can click Help to learn more about ndOffice. If you encountered a problem with ndOffice, you can view the existing information in the knowledge base, view log files or submit a support request.

Note: You may be asked to send log files or a screenshot of the error message upon submitting your support request.

About

After clicking this option, you can view version details and licensing information.

Logout

 After clicking this option, you are logged out of the application.

Exit

After clicking this option, the ndOffice application will close.

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