Table of Contents
- First-time User Tour
- Creating and Joining Workspace Threads
- Leaving Threads
- Favoriting and Leaving Workspaces
- Direct Messages
- Documents in a Thread
- Other Features
- Logging Out
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 icon to open the Workspaces tab.
To join the workspace, go to the Workspaces tab and click the 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.
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 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 icon to the right of your selected workspace, then select Join a Thread:
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.
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 icon, and then click Leave Thread:
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 icon, and then click Favorite Workspace. Favorited workspaces always appear at the top of the list. To unfavorite a workspace, click the icon, and then click Unfavorite Workspace.
If you do not want to participate in the workspace anymore, click the 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.
To start a conversation with other individuals, go to the Navigation Bar, select the Direct Messages icon, and then select the icon. Type a user name, select the needed user, and then click OK.
Documents in a Thread
Uploading a Document
In the typing area, click the 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:
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:
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.
- To view a user's details, select the User Avatar icon.
- To search for messages, click the icon in the upper-right corner and enter a keyword. Your search results are divided into messages and documents.
- 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 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:
To log out of ndThread, go to the Profile menu and click Logout. The following message with two options appears:
To fully log out, select Click here to logout of NetDocuments.