User Topics
- Tip 1: Get Started with NetDocuments
- Tip 2. Open and Check out Documents from NetDocuments
- Tip 3. Open New Emails and Send Documents
- Tip 4. Print a Documents Directly from NetDocuments
- Tip 5. Share a Document Externally
- More Tips on How to Use NetDocuments
After you installed ndClick to your PC, ndClick helps you to download, share, open a document or email quickly and with minimal effort.
Tip 1: Get Started with NetDocuments
ndClick auto-starts when you log in to your computer. After you log in to NetDocuments, ndClick is already running and responding to your actions.
ndClick Windows stores files in C:\Users\%userprofile%\ND Office Echo.
When installed on Windows, ndClick appears in the notification area.
To exit ndClick, right-click the 
icon and select Exit.
Tip 2. Open and Check out Documents from NetDocuments
To download a document, select the document name. ndClick downloads it and the following message appears:
Then, ndClick opens the document with the default program.
Pro Tip: With both ndClick and ndOffice, from any browser, open an Office document (such as .docx or .xlsx), and ndClick hands off the document to ndOffice to open it.
Tip 3. Open New Emails and Send Documents
With ndClick installed, you can send copies of documents via Outlook on Windows.
To enable this option:
- Go to the drop-down menu in the upper-right corner and select Settings out of the list.
- Select Application Settings.
- Select the Turn on Desktop Email Integration check box and click OK.
- Refresh the page.
After you enable the Email copy option, you can use it right away.
To email a copy, select the checkbox next to the document name, and then click Email copy.
The following message appears:
Then, Outlook opens. A new email with the attached document appears. The document name is indicated in the email subject. Now, you can send the email.
Tip 4. Print a Documents Directly from NetDocuments
Within NetDocuments, ndClick enables the Print option within Chrome, Firefox, and Safari.
Select the checkbox next to the document name. Go to More, and then select Print. The following window appears:
You can enter the number of copies you need to print in the Copies box, and then click OK.
The following message appears:
Now, the default printing device prints out the document.
Tip 5. Share a Document Externally
You can also email a secured link to a document via your default email program.
To enable this option:
- Go to the drop-down menu in the upper-right corner and select Settings out of the list.
- Select Application Settings.
- Select the Turn on Desktop Email Integration check box and click OK.
- Refresh the page.
After you enable the Deliver a secured link option, you can use it right away.
Go to More, and then select Deliver a secured link. The following window appears:
You can create the password in the Password protect this link box. Then, re-enter it in the Re-enter password box.
In the To: box, enter the email of one or several recipients.
Select Send link through email, and then your default email program opens. A new email with the inserted link appears. Email of a recipient and the email subject are already indicated.
Pro tip: If you protect your link with a password, the recipient must enter this password to access the document.
And that's it! You're ready to start with NetDocuments.
More Tips on How to Use NetDocuments
- Get Started with NetDocuments
- Download and Open Documents
- Upload Updated Documents
- Move/Copy Documents after Uploading
- Create Blank Documents
- Print Documents from NetDocuments
- Email Copy of Documents
- Email Link to Documents
- Deliver Secure Links
- Echo Files
- ndOffice Handoff
Get Started with NetDocuments
ndClick auto-starts when you log in to your computer. After you log in to NetDocuments, ndClick is already running and responding to your actions.
ndClick Windows stores files in C:\Users\%userprofile%\ND Office Echo.
ndClick Mac stores files in /Users/%userprofile%/Library/ndClick.
When installed on Windows, ndClick appears in the notification area.
When installed on Mac, ndClick appears in the Status menu.
To exit ndClick, right-click the icon and select Exit.
Download and Open Documents
ndClick allows you to download documents.
Select the document name. ndClick downloads it and the following message appears:
Then, ndClick opens the document with the default program.
You can also open the documents in the read-only mode. If you want to preview the document, press Ctrl and select the document. The following message appears:
Then, ndClick opens the document with the default program in the read-only mode.
You can open any version of the document.
Select the checkbox next to the document name:
The Document Details Panel appears on the right side.
Go to Details, and then select any version you need from the list.
Upload Updated Documents
When you make changes to a document, check in the updated version.
Save the changes locally and close the document.
Click the tick 
icon and the following message appears:
The uploaded document includes the changes you have made.
Navigate to a new page in NetDocuments, and ndClick uploads all closed documents.
To upload a new document, near the search box, select the Add button, and then Upload:
The File Explorer dialog box appears. In this dialog box, select the document you need to upload and select Open. Then, select the cabinet and the folder where you want to upload the document.
Move/Copy Documents after Uploading
Below File in this Folder, select Move option button or Copy option button:
Move - Remove the document from your PC after uploading.
Copy - Keep the document copy on your PC after uploading.
Then, select OK.
Create Blank Documents
ndClick allows you to create blank documents.
Near the search box, select the Add button, and then Blank document:
A page appears, where you can define the details of the created document.
ndClick adds the Document format drop-down, where you can select any format for your newly-created blank document.
Enter the document name, select a location, and then click OK.
The document appears in NetDocuments. ndClick checks the document out and opens it with the default program. You can edit the document, save your changes, and then check the document back in.
Print Documents from NetDocuments
Within NetDocuments, ndClick enables the Print option within Chrome, Firefox, and Safari.
Select the checkbox next to the document name. Go to More, and then select Print. The following window appears:
Enter the number of copies you need to print in the Copies box, and then click OK.
The following message appears:
Now, the default printing device prints out the document.
Email Copy of Documents
ndClick can send copies of documents via Outlook on Mac and Windows.
To email a copy, select the checkbox next to the document name, and then click Email copy.
The following message appears:
Then, Outlook opens. A new email with the attached document appears. The document name is indicated in the email subject. Now, you can send the email.
Email Link to Documents
ndClick allows you to send a link to a document via your default email program.
To enable this option:
- Go to the drop-down menu in the upper-right corner and select Settings out of the list.
- Select Application Settings.
- Select the Turn on Desktop Email Integration check box and click OK.
- Refresh the page.
After you enable the Email Link option, you can use it right away.
To email a link, select the checkbox near the document name and then click Email link.
The following message appears:
Then, your default email program opens. A new email with the inserted link to the document appears. The document name is indicated in the email subject. Now, you can send the email.
Deliver Secure Links
You can also email a secured link to a document via your default email program.
Go to More, and then select Deliver a secured link. The following window appears:
You can create the password in the Password protect this link box. Then, re-enter it in the Re-enter password box.
In the To: box, enter the email of one or several recipients.
Select Send link through email, and then your default email program opens. A new email with the inserted link appears. Email of a recipient and the email subject are already indicated.
Note: If you protect your link with a password, the recipient must enter this password to access the document.
Echo Files
ndClick echoes files on both Mac and Windows.
When you enable echoing for a file and also enable it locally on your computer, ndClick does not delete files on demand. Instead, it deletes files after the set amount of time in the echo retention.
Note: the Cabinet Administrator must enable echoing for you.
To check if echoing is active on your PC:
- Select the Start button on the taskbar and enter regedit.
- Go to the NetVoyage folder, and then to NetDocuments subfolder.
- If echoing is active, then the EchoRetention file appears. You can see the number of days for echo retention in the Data section.
Note: If you have ndOffice set up on your PC, the echoing is set by default.
When echoing is active for the cabinet, all the documents you have checked out appear in the Echo folder. You can access them even in the offline mode. The default time for storing the documents in the Echo folder is 14 days.
ndOffice Handoff
With both ndClick and ndOffice, from a browser, open an Office document (such as .docx or .xlsx), ndClick hands off the document to ndOffice to open it.
When you save and close it, ndOffice checks it in both in ndOffice and NetDocuments. See ndOffice for more information.