ndThread Interface Overview and Navigation

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ndThread Interface Overview

ndThread is an add-in to NetDocuments that unifies conversations, documents, and other activities into a single solution. ndThread provides two levels of communication:

  • Workspace-level threads
  • Direct messages to other users

ndThread also allows adding comments to documents or to specific document parts. 

On the left side, find the main Navigation Bar where you can toggle between Workspaces and Direct Messages.

Note: On narrow screens (like a smartphone screen), the Navigation Bar is hidden by default.

Workspace threads provide the ability to create and join threaded conversations within a specific workspace. Your threads are sorted alphabetically (except for the default Team thread, which always comes first).

Threads are either public or private. If the thread is public, internal users with the access to this workspace can participate. If the thread is private, the creator defines those with access rights. Within conversations, you can highlight documents for review.

Both in a workspace thread and in a direct message, you can type your text in the typing area on the bottom of the page and press Enter to send it.

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(On a smartphone, click a paper airplane icon  to send the message.)

A document uploaded to a workspace thread or to a direct message is shown as a link with metadata.

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ndThread Desktop and Mobile Overview

ndThread for Desktop – Windows and Mac

The ndThread desktop application is available for both Windows and Mac. 
For downloading, see Download links

The first time you access the ndThread desktop application, select your NetDocuments service:
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Next, a message prompt asks you to allow ndThread to access your NetDocuments account. Select Allow and proceed. You need to do this only one time.
 
The desktop application has an additional ndThread Menu that contains several options:
 
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  • About ndThread - Redirect to the support page.
  • Check for Updates - Update the current version of the desktop application to the latest one.

         NOTE: You also receive notifications about updates available.

  • Change Service - Log in to a different NetDocuments service.
  • Reload - Reload in case there are any issues with the desktop application.
NOTE: If reloading does not fix the issue, select Quit, and then relaunch the application.
  • Quit - Exit the desktop application.

If you click the close.jpg  icon in the upper-right corner of your screen, the application disappears from the taskbar but it is available in the system tray. That means desktop notifications still appear. In this case, you receive a corresponding notification. 

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ndThread sends you notification about relevant information and important activity.
Make sure to sign up to receive notifications. By default, you receive desktop, mobile, and email notifications, but only when someone sends you a direct message or @mentions you in a message.  
To change notification settings, select your avatar in the lower-left corner, and select Preferences.
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Choose desired notifications preferences for desktop, mobile, and email, then click Save Preferences.
A desktop notification includes the message, the profile picture of the user, and the content.
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ndThread for Mobile – Android vs iOS

You have an opportunity to work on the go with ndThread mobile application. The ndThread mobile application is available for both Android and iOS.  For downloading, see Download links.

The first time you access the ndThread mobile application, you need to select your host service (United States, Europe, or Australia). (If you have not done this previously, a message prompt may appear asking you to allow ndThread to access your NetDocuments account. Select Allow and proceed.)

In ndThread mobile application, the main Navigation Bar is hidden. To access it, tap the hamburger.png icon in the upper left corner of your screen. 

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Then, main Navigation Bar appears. The look-and-feel is the same as for desktop application.

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Workspaces Tab

ndThread workspaces are metacentric locations for conversations. They are related to NetDocuments workspaces. So if you have access rights to the workspace in NetDocuments, you will be able to join it in ndThread. For each workspace in NetDocuments, there are either one or several threads.

To access the workspace threads, from the Navigation Bar, select the Workspaces  workspace.png icon.

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The Workspaces tab provides access to the workspace threads and also access to the document annotation feature. On the bottom of the Workspaces tab, there is a Workspace List.

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Unread Workspaces appear at the top of the list with an orange color. 

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Favorites Workspaces appear at the top of the list, above unread ones.

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If you select a workspace in the list, all of the threads for the selected workspace appear above it as well as a link to browse the documents in that workspace.

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Hover over the info.png icon at the top of any thread page or the Documents page to view information about the document. 

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To search, in the upper right corner of the page, select the 2018-05-07_12-59-54.png icon, type the search terms, and then press Enter. The results are split between matching messages and matching workspace documents (matching only on document names).

Direct Messages

Direct messages provide the ability to communicate with other users individually or in groups, up to 9 people in total. You can interact directly with any user of NetDocuments.

To access the direct messages, select the Direct Messages  2018-05-07_13-52-51.png icon on the Navigation Bar.

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Your 20 most recent direct messages appear in the left pane of the Direct Messages tab.

When you switch between workspaces and direct messages, ndThread remembers the last workspace and direct message you selected. 

You receive notifications about getting new direct messages in desktop and mobile applications. Additionally, the taskbar unread_messages.jpg icon indicates the number of unread messages in desktop application. The Direct Messages direct_unread.jpg  icon also shows the number of unread direct messages.

Unread Direct Messages appear in an orange color.   

Documents Page (for Workspace)

You can find the Documents page under the list of all of a workspace's threads. 

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The Documents page shows all filters, folders and saved searches in the workspace, similar to the workspace summary page in NetDocuments. You can preview PDF, Word, and PowerPoint documents. Samely you can upload and view email messages.

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You can sort documents in different orders. Select the needed option from the drop-down list, sorting documents by name, ID or update date.

To add a new document to the page, click Add.

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If you hover over a document name, the link.png icon appears. Select it to view the link to the document.

To open the document, select the needed one from the list. The document view looks as follows:

doc_view.png

In the upper right corner, there is a document version indicated. Your comments are unique per each version. To edit the document, select the edit.png icon. You can also download the document locally by clicking the saves.png icon.

On the right of the document, there is a list of comments. Your comments can be global (referring to the document in general) or point (highlighting one specific piece of text).

Click Reply to answer a comment.

Below each point comment, there is a navigation number, e.g. number.jpg . Select the number to go directly to the text it refers to.

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The Profile Menu

Select the User Avatar icon at the bottom of the Navigation Bar to open the Profile menu.

The Profile menu provides the following options:

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  • Profile - Access your profile, upload a different profile picture. If you do not upload your picture, the avatar is default. 
  • Preferences - Change notification settings.
  • Start App Tour - Launch the application tour in case you want to revisit it.
  • Help - Redirect to the support page.
  • Logout - Log out of the application.

 

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