ndOffice ndSave

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You can sort columns, change the list view, resize the right and left panes, create folders, go to workspaces, perform searches in the Save As dialog, and resize the entire dialog. For more information, see ndOffice Search and Customizing ndOffice Dialog Box View.

You can change the file type of the document and save the new version of the document as a PDF or other supported formats. The Save as new version checkbox is selected by default, so you only need to select the needed file format from the Save as type drop-down menu, enter the description next to it, select the Official version checkbox (if required), and then click Save.

Note: If the Save as new version checkbox is cleared, you can save the document as a new document or overwrite the existing document. You are able to save your documents to SharePoint.

For more information about document versioning, see ndOffice Document Versions and Attachments. Profile templates and security templates are helpful for quick and easy profiling. For more information, see ndOffice Profiling.

With 2.2 release, you can clear the profile fields by clicking the Clear profile link next to the specified profile fields. (it works only for the non-grayed out attributes).

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With 2.4, if you clear the Save as new version checkbox, ndOffice hides all the boxes related to the new version.

With 2.8, in the Save as dialog, you can rename a document, edit the version name, and edit the version description when you save the document as a new version of an existing document in NetDocuments. In the File NameVersion name, and Description boxes, you can make your changes. These features save you significant effort in renaming/editing these fields after the document has been saved. 

Rename_and_Add_Version_Description_on_Save.png

With ndOffice 2.8, you can resize most ndOffice windows and dialogs to fit their needs. The size you select for a given dialog will also be remembered the next time you open that dialog. This gives you more screen space to do your work in ndOffice and is better for users who tend to work with long workspace, folder, or document names. For example:

ndSave_resize_dialog_box.png

Also, in the 2.8 release, when you use the Save As dialog, you now have profile details at your fingertips with the Details pane open by default. If you save a document as a new version, then you cannot change the profile information for the document but if you save a new document, you can modify the profile details and/or apply Profile Templates and Security Templates via this pane.

Details_Pane_on_Save_As_dialog.png

IMPORTANT: ndOffice 2.9 restricts the ability to use the File > Save As functions when DLP No Download is applied. This will work only for documents for which local saving is restricted. 

NOTE: This will not work for Visio. Unfortunately, Visio API does not have any possibility to cancel document saving.

To Create a New Document

  1. Open Microsoft Word, Excel, or PowerPoint, and then create a document.
  2. On the File menu, click Save As, and then select ndSave.
  3. Then, you can select an available NetDocuments location.
  4. You can provide a file name, complete the profile attribute fields (if required), and then save the document.

Note: Every time you save the document, it will be automatically uploaded to NetDocuments. You can file documents up to 2GB in size.

To Save as a New Version

  1. You need to open Microsoft Word, Excel, or PowerPoint, and then create or edit a document.
  2. On the File menu, you need to click Save As, and then select ndSave.
  3. With the Save as new version checkbox selected by default, you can enter a description for the new version, and then click OK. You can also select the Official version checkbox, to make it the official one. The official document will open by default when you click the document (when opening from Activity Center that specific version will open, official or not).
  4. Then, you can edit, save, and then close the document.

Note: You can file documents up to 2GB in size. 

With ndOffice 2.9, you can now see the location of the document on the Details pane and the full path to that location on the Navigation Pane. In the navigation tree, you will see the first location if the document has multiple locations.

Document_Location_When_Saving_as_New_Version.jpg

To Save as a New Document (Copy)

  1. Open Microsoft Word, Excel, or PowerPoint, and then create or edit a document.
  2. On the File menu, click Save As, and then click ndSave.
Note: In Microsoft Office 2013 and 2016, if you do not want to see the Save As Backstage view each time they save documents, you need to go to File > Options > Save, and then select the Don't show the backstage when opening or saving files checkbox under the AutoRecover file location group box of the Word Options dialog.
  1. You can clear the Save as new version checkbox, enter the appropriate document name in the File name text box, and then select the same or different location.
  2. Then, enter available profile values.
  3. Edit, save, and then close the document.

Note: You can file documents up to 2GB in size.

To Save as New Version of an Existing Document

  1. Open Microsoft Word, Excel, PowerPoint, or an email attachment.
  2. On the File menu, click Save As, and then click ndSave.
  3. After selecting an existing document in NetDocuments, you may enter the description for the new version (optional), make it official by selecting the Official version checkbox (optional), and then click OK.
  4. Edit, save, and then close the document.

Note: To quickly save the document to a recently-used location, click Recent Locations in the navigation pane.

To Save Single Documents to NetDocuments

ndOffice 2.9 provides the Save to NetDocuments option to the context menu of Windows Explorer when you select a single document.

  1. Select the Save to NetDocuments option from the context menu, and then you will see the ndSave.

Save_to_NDs.jpg

  1. Select the location.

The document will be saved to NetDocuments and will be shown on the ndOffice Activity tab of the Activity Center.