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. 

Main ndThread terms:

  • Repository – This represents the place in NetDocuments where your firm stores all of the documents and other created content. Each NetDocuments client has their own repository.  Each repository typically consists of one or more cabinets
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  • Internal and External Members – A member (or user) is anyone who has a NetDocuments account.
    • An internal member is a user who works for a firm that licensed a NetDocuments repository. For example, an attorney at a NetDocuments law firm client. Every person who works for a NetDocuments client is an internal member with access to that client’s repository.
    • An external member is a user given access to a specific repository but who does not work for the client that licensed that repository. For example, the General Counsel at a company that is a client of a law firm that licenses NetDocuments.
    • The same user can be an internal member of one repository and an external member of another.
  • Workspace – A NetDocuments workspace is a storage area associated with a specific matter or project.
    • A NetDocuments workspace has these key attributes:
      • A unique association with a matter or project, like a client/matter number.
      • The users and groups with access to the workspace, and the access rights.
      • The structure of the workspace (filters, folders, etc.) and the content stored there.
    • Access the same workspace through ndThread to allow members of the workspace to participate in conversations about the associated matter. However, members who have access to the NetDocuments workspace need to affirmatively choose to participate (or accept an invitation to participate) in those workspace conversations that are available via ndThread.
      • Initially, only internal members of a repository may participate in those workspace conversations available through ndThread.
  • Thread – A thread is a single, ongoing conversation related to a specific workspace. Although a workspace can have multiple threads, a Team thread appears by default with every workspace. Within conversations, you can highlight documents for review. There are two types of threads:
    • Public – Every internal member of the workspace has access to a public thread associated with that workspace. 
    • Private – Limited to specific internal members of a workspace invited by the creator of the private thread. 
  • Direct Message – A direct message is an instant conversation between two or more internal members (up to 9 in total) that is not directly associated with a workspace.
  • Message – A message is a discrete addition to a thread or direct message created by a user.
  • @mention – An @mention is the text you can add to a message by typing an @ followed by the user’s name. (You are able to @mention only the users who are participating in a specific conversation.)  Use an @mention for two reasons:  to call attention to someone specific, but also to trigger sending a notification to the user with the content of the message.
  • Notification – A notification is a way to alert you about new messages in ndThread that you have access to, consistent with any notifications settings you configured.
  • Comment – A comment is a note associated with a document stored in NetDocuments by a member who can view the document (limited to internal members). These comments do not change the document directly and relate to a specific version of the document. There are two types of comments:
    • Global comments are relating to the document as a whole.
    • Contextual comments are relating to a specific part of the document, like a highlighted sentence.

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).

Both in a workspace thread and in a direct message, 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.)

Select the plus.png icon on the left side of the message pane to access the following options: 

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  • Mention other users who are members of the same thread (or direct message).
  • Add a link to an existing document (in the workspace thread).
  • Add a new document. 

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

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ndThread Desktop and Mobile Overview

The best ways to access ndThread are from the desktop application and the mobile app:

  • The desktop application provides robust notifications when new messages appear (compared to accessing ndThread in a browser). When you are at your computer, the desktop app is the ideal way to access ndThread.
  • The mobile app provides access to ndThread on the go and also includes push notifications about new messages.

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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Workspaces with messages you have not yet read appear in their own UNREAD section. 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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Each selected ndThread workspace includes two key features:

  1. A default Team thread, apart from other threads added after creation of the workspace.
  2. A link to documents.

If you are the first user to access the workspace Team thread, then a single message appears in the thread, indicating that you joined the workspace. (Every time a user joins or leaves a workspace, a message appears in Team thread for that workspace.)

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You see existing messages if other users joined before. The number of users in the thread appears at the top:

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The first number indicates how many members are online, and the second number is the total number of the thread members.

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 user profile.
  • 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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