This section provides the information on how to apply custom settings which simplifies the ndOffice experience.
On the taskbar, you need to click . In the ndOffice Activity dialog box, you need to click , and then click Settings. You can specify settings by navigating to the following tabs of the ndOffice Settings dialog box:
On the Account tab, you can view the general information about the account.
You can also view the retention period defined by the repository administrator. Documents that meet the criteria specified in the retention policy will be displayed in the Echo folder. The administrator can also specify the retention period for the Backup folder by adding the BackupRetention registry setting. For more information, see User Settings and Registry Settings.
Here you can also check the application version and the availability of new updates. To receive notifications for automatic updates or to disable automatic updates, you need to select the corresponding check box on the Account tab.
This setting can also be modified in HKEY_LOCAL_MACHINE by modifying the AutoUpdateEnabled and PromptForAutomaticUpdates registry values. For more information, see User Settings and Registry Settings.
With ID stamp, you can specify where to insert the document ID. You can insert the document ID only in Microsoft Word.
From the Location drop-down menu, you can select the following options:
- Footer every page – The document ID will be inserted in every footer.
- Footer every page, except first – The document ID will be inserted in every footer except the first page.
- Last page – The document ID will be inserted only on the last page.
- None – The document ID will not be inserted.
To receive notifications about the need to change the document ID location settings, if there is a conflict with the location specified in the Location drop-down menu, you need to clear the Don't prompt me when applying ID stamp to documents check box.
After clicking the Navigation tab, you can set the default locations in the Open, Save As, Send&File, and Attach ndOffice dialog boxes. To ease the navigation and save time, you can specify the preferred locations to open, save or attach documents in the navigation tree after performing the corresponding action. Refer to the Default locations diagram below to view all possible locations for opening, saving, sending and filing, or attaching documents.
Default locations for MS Office and Adobe applications
Suggested Email Locations
With the ndOffice Suggested Filing feature, you can keep track of where emails were filed to on this machine for the first recipient in the To line of the email. The most recent location filed to will appear as the default selection in the ND Save group of the Outlook ribbon. For more information, see Suggested Filing Locations.
By default, you will be redirected to the most-recently-used location for opening, saving or attaching documents in the navigation tree of the ndOffice Open, Save, or Attach dialog box. For example, if the most recent document was opened from a specific folder in the ndOffice Open dialog box, next time, when opening the ndOffice Open, Save, or Attach dialog box, you will be navigated to that folder.
By default, you will be redirected to Recent Locations in the navigation tree of the ndOffice Open, Save, or Attach dialog box. Recent Locations contains a list of the last 10 locations you have accessed. The most-recently-used location will always be at the top.
By default, you will be redirected to Recent Documents in the navigation tree of the ndOffice Open or Attach dialog box. In the right pane of the corresponding dialog box, you will see the list of recently opened, edited, and added documents.
By default, you will be redirected to Favorite Workspaces in the navigation tree of the ndOffice Open, Save or Attach dialog box. Favorite Workspaces contains a list of workspaces that you marked as favorites. The most recently-used location will always be at the top.
By default, you will be redirected to Recent Workspaces in the navigation tree of the ndOffice Open, Save or Attach dialog box. Recent Workspaces contains a list of workspaces that you have accessed most recently, with the most recent at the top.
Cabinet (for profiling)
By default, you will be redirected to the cabinet with its corresponding workspaces in the navigation tree of the ndOffice Open, Save or Attach dialog box.
If you select the Favorite Workspaces, Recent Workspaces, or Cabinet option for opening, saving, or attaching the document, the drop-down list with all available cabinets becomes available. You can select the appropriate cabinet, and then click OK.
To change proxy settings, you need to go to the Network tab of the ndOffice Settings dialog box.
From the Host drop-down menu, the following hosts can be selected:
- vault.netvoyage.com – For the American datacenter.
- eu.netdocuments.com – For the European datacenter.
- preview.netdocuments.com – For previewing new functionality before the beta release of NetDocuments.
- ducot.netdocuments.com – For testing purposes (Access to the DUCOT system is restricted).
- au.netdocuments.com – For the Australian datacenter.
Under Proxy, you can select the following options:
- No proxy
- System proxy
- HTTP proxy
For more information, see Proxy Settings.
On the Columns tab, you can view the following columns:
- Available columns – Displays all available profile attributes for all repositories in one list for a particular user.
- Selected columns – Displays five standard profile attributes before you change anything manually. You can add up to nine profile attributes and the list is unique for each particular user.
On the Other tab, you can select the Prompt to file outgoing messages check box under Send and File Dialog.
Also, you can move the slider to the left or right to specify the number of documents to be displayed in the ndOffice Activity List.
Additionally, you can select the Warn if selected version is not official check box, if you want to see the corresponding warning message each time you open an unofficial version of a particular document. This setting can also be changed with the help of the WarnIfNotOfficialVersion registry setting. For more information, see the User Settings and Registry Settings section.
On the Notifications tab, you can choose for which actions you want to receive notifications.
You can select the following check boxes:
- Check out – Displays a notification when you download a document. This check box is selected by default.
- Upload start – Displays a notification when you start to upload a document.
- Upload in progress – Displays the progress bar when you upload a document. This check box is unavailable, if the Upload start check box is not selected.
- Successful upload – Displays a notification if the document upload is successful. This check box is selected by default.
- Check-in – Displays a notification when you upload the document. This check box is selected by default.
For more information on the notification registry keys, see ndOffice Notification Registry Settings.