SetBuilder

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SetBuilder.Icon.png SetBuilder is an add-in feature to NetDocuments that streamlines the process of gathering and organizing a set of documents (a Set). After creating a Set, it is possible to combine all the documents in the Set into a single, hyperlinked PDF file, ready for digital distribution. A Set can be created from scratch or cloned from a previously created Set. SetBuilder also tracks the status of every Set and provides quick access to a library of previously finalized Sets.

User Topics

Configure SetBuilder

Note: SetBuilder must be enabled in a repository by the NetDocuments Support team. If you do not see the Sets tab, contact your administrator.

SetBuilder is activated at the workspace level. There are two ways to turn on SetBuilder for a workspace.

Individual Workspace - Customize Action

To turn on SetBuilder for an individual workspace, you must have at least VES rights to that workspace:

  1. In the Workspace Options drop-down menu, select Customize workspace.
  2. In the Customize Workspace dialog box that appears, select the Sets check box.
  3. Select Save Changes:

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The Sets tab will appear in that workspace.

Bulk Enable - Workspace Templates

Alternatively, SetBuilder can be enabled in bulk by turning on SetBuilder using workspace templates.  Once SetBuilder has been configured for a template, all new workspaces created from that template will have the Sets tab enabled by default.  An existing workspace based on that template will have the Sets tab enabled when the workspace is refreshed.

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Sets Tab

Displaying the Sets tab will:

  1. Add a new Sets tab to the workspace:

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  1. Create a top-level Sets folder in the workspace (if no such folder already exists):

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The documents and binders associated with every Set in a workspace will be stored in a subfolder in the workspace’s Sets folder. Every internal user or group with access to the workspace will be given at least VES rights to the new Sets folder after it is created, and any of those users can create a new Set in that workspace.

Support for Internet Explorer

SetBuilder is not officially supported in Internet Explorer. Although many of the SetBuilder features may work in Internet Explorer, no guarantee is provided that every available action can be performed successfully. In addition, Internet Explorer cannot be used to drag folders into a Set. Only documents can be dragged into a Set using Internet Explorer. Therefore, it is strongly recommended that Internet Explorer not be used to view or edit an existing Set or to create new Sets. Internet Explorer can be used to view a Set, however.

Support and Feedback

If you have any feedback, questions, or issues, submit a request via our support site or call the closest customer support center:

  • US customers, call 801-226-6882 or 866-NET DOCS (638-3627)
  • EU customers, call +44(0) 2034.55677
  • AU customers, call +61 2 8310 4319

We thank you for your input and feedback. We value you as a customer. 

The NetDocuments Team

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