Tips to Use ndClick on Windows

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After you installed ndClick to your PC, download, share, open a document or email quickly and with minimal efforts.

Tip 1: Get Started with ndClick 

ndClick auto-starts when you log in to your computer. After you sign 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.

notification__1_.png

To exit ndClick, right-click the icon.jpg 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:

checking_out.jpg
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 transfers the document to ndOffice to open it.

You can also open the documents in the read-only mode. To preview the document, press Ctrl and select the document. The following message appears:
opening.jpg

Then, ndClick opens the document with the default program in the read-only mode.

To open any version of the document, select the check box next to the document name.

check_box.jpg

The Document Details Panel appears on the right side.
Go to Details, and then select any version you need from the list.
versions.jpg

Tip 3. Open New Emails and Send Documents

With ndClick installed, send copies of documents via Outlook on Windows.

To enable this option:

  1. Go to the drop-down menu in the upper-right corner and select Settings.
  2. Select Application Settings.
  3. Select the Turn on Desktop Email Integration check box, and then select OK.
  4. Refresh the page.

After you enable the Email copy option, you can use it right away.

To email a copy, select the check box next to the document name, and then select Email copy.

email_copy.jpg

The following messages appear:

activating.jpgchecking_out.jpg

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 Documents Directly from NetDocuments

In NetDocuments, ndClick enables the Print option within Chrome, Firefox, and Safari.

Select the check box next to the document name. Go to More, and then select Print. The following dialog box appears:

prin.png

You can enter the number of copies you need to print in the Copies box, and then select OK.

The following message appears:

printing.jpg

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:

  1. Go to the drop-down menu in the upper-right corner and select Settings out of the list.
  2. Select Application Settings.
  3. Select the Turn on Desktop Email Integration check box, and then select OK.
  4. 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:

secured.jpg

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 are ready to start with ndClick.

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More Tips on How to Use ndClcik

Upload Updated Documents

After you make changes to a document, check in the updated version:

  1. Save the changes locally and close the document. 
  2. Select the tick tick.jpg icon and the following message appears:

checkin.jpg

The uploaded document includes the changes you have made. 

If you navigate to a new page in NetDocuments, ndClick uploads all closed documents.

To upload a new document:

  1. Near the search box, select the Add button > Upload:

upload.jpg

  1. In the File Explorer dialog box, select the document you need to upload.
  2. Select Open.
  3. Select the cabinet and the folder where you want to upload the document.

foklder.jpg

Move/Copy Documents after Uploading

  1. Below File in this Folder, select the Move option or the Copy option:

mive.jpg

  • Move - Remove the document from your PC after uploading.
  • Copy - Keep the document copy on your PC after uploading.
  1. Select OK.

Create Blank Documents 

ndClick allows you to create blank documents.

Near the search box, select the Add button, and then Blank document:

blank.jpg

A page appears, where you can define the details of the created document.

create.jpg

ndClick adds the Document format drop-down, where you can select any format for your newly-created blank document.

format.jpg

Enter the document name, select a location, and then click OK.

The document appears in NetDocuments. ndClick checks out the document and opens it with the default program. You can edit the document, save your changes, and then check the document back in.

Email Link to Documents

ndClick allows you to send a link to a document via your default email program.

To enable this option:

  1. Go to the drop-down menu in the upper-right corner and select Settings out of the list.
  2. Select Application Settings.
  3. Select the Turn on Desktop Email Integration check box and click OK.
  4. Refresh the page.

After you enable the Email Link option, you can use it right away.

To email a link, select the check box near the document name, and then click Email link.

email.jpg

The following message appears:

activating.jpg

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.

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:

  1. Select the Start button on the taskbar
  2. Enter regedit.
  3. Go to the NetVoyage folder > the NetDocuments subfolder.
  4. 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.

Important: After you change an echo setting in NetDocuments, restart ndClick to change the setting in the Windows registry appropriately.

ndOffice Handoff

With both ndClick and ndOffice, from a browser, open an Office document (such as .docx or .xlsx), and ndClick hands off the document to ndOffice to open it.

When you save and close a document, ndOffice checks it in both in ndOffice and NetDocuments. See ndOffice for more information.

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