How to Use ndThread

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NetDocuments is excited to announce the release of NetDocuments ndThread version 1.0

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

Creating and Joining Workspace Threads 

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

To join the workspace, go to the Workspaces tab and click the 2018-05-07_11-59-15.png icon. Then, in the search box, type search terms (client, matter, or matter number), then press Enter and join any of the workspaces shown. You can search by workspace name or number.

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If you select a workspace in the workspace list, all the threads for the selected workspace that you have access to appear. A Team thread is created by default for all workspaces, but 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 check box, then in a drop-down list select users who can access this thread and click Create.

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:

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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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Leaving Threads 

For some workspaces, the number of available threads may grow quite large or there may be some extremely active 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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Favoriting and Leaving Workspaces

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

If you do not want to participate in the workspace anymore, click the grey.png icon, and then click Leave Workspace. Then, you are no longer a participant of this workspace and will not receive any more messages of any of the threads.

Direct Messages

To start a conversation with other individuals, 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. Type a user name, select the needed user, and then click OK. 

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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 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 in 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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Other Features

  • To view a user's details, select the User Avatar avatar.png icon. 
  • 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. 
  • 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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Logging 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 logout of NetDocuments.

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