NetDocuments iOS App v2.6.0 is Now in Beta

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Announcing iOS App v2.6.0 Beta 2 Availability

Update December 3, 2019:  Beta 2 of v2.6.0 (build 4508) is now available for testing.  This new build includes a handful of small bug fixes, including fixes related to newly added support for Outlook. In addition, in the EMM version of the app, if the email policy is set to use the default email app, the user can manually choose to set Outlook as their email app instead, the same way that Outlook can be selected in the regular version of the app.

NetDocuments version 2.6.0 (4501) Beta 1 is available and ready for testing via TestFlight.  This includes both the regular and EMM versions of the iOS app.  To be added to the beta list, please email ndMobileBeta@netdocuments.com and indicate whether you would like access to the EMM version, the regular version or both.  (If you are already a member of the beta list, there is no need to email.)  Please provide any feedback you have to ndMobileBeta@netdocuments.com.

All of the user-facing changes in version 2.6.0 are described in more details at the bottom of this page.  It is strongly suggested that the two enhancements described in greater detail immediately below be subject to deeper testing by every customer that encourages the installation of the iOS app by their users.

"New" Login Viewer Updates

In an earlier version of the iOS app, a "new" login viewer was introduced, but with continued support for the “classic” login viewer.  The new login viewer was aimed primarily at customers who authenticate to NetDocuments via Federated Identity and likely require that a second factor be validated during the login process.  The new login viewer is better able to handle Federated Identity and multi-factor authentication than the classic login viewer.

With v2.6.0, we have updated the components used by the new login viewer to match the version of iOS (iOS11 or earlier, iOS12 or iOS13) that is installed on a user’s device.  If your firm uses the new login viewer, it is highly recommended that you ensure that your users can successfully authenticate with the changes made in v2.6.0.  Ideally, test authenticating against v2.6.0 on three separate devices that have iOS11, iOS12 and iOS13 installed, respectively, to ensure that your users can continue to authenticate successfully regardless of which version of iOS they have installed.  (This assumes that your users' devices have a combination of these 3 versions of iOS.)

If your firm is also using the integration between NetDocuments and the Office mobile apps, it is also suggested that you test adding NetDocuments as a Place to the Office mobile apps on each of the three versions of iOS listed above.

Choosing Outlook as the Email Client

Starting with v2.6.0, it is possible, using either the EMM version or the regular version of the iOS app, to select Outlook as the email client for sending all emails from the app.  The manner in which this is configured for each version of the app is slightly different:

  • For the EMM app, a firm can use their MDM platform to set Outlook as the email client on all controlled devices by applying a value of 4 (EMAIL_POLICY_OUTLOOK) to the kMDM_APP_EMAIL_POLICY setting.
  • On the regular version of the iOS app, from the Settings page, a user can select Outlook as the email client:

mceclip1.png

For both versions of the app, if Outlook is configured as the email client but Outlook has not been installed on the device, attempting to send an email link will trigger this error message: “Outlook is not installed.”  If Outlook is not installed and the user attempts to email a document as an attachment, the user will not be able to send the document via email.

Selecting the Outlook App when Emailing a Copy

Due to restrictions imposed by Apple on the iOS operating system, when a user chooses to send a document as an attachment when Outlook has been configured as the email client, the user will be presented with an iOS dialog listing every app on the device that has been configured for emails:

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This will include common email apps (like Outlook, Mail, Gmail, etc.) along with certain other apps that the user may have installed on the device.  It is not possible for the NetDocuments iOS app to display only the Outlook app in this list.  Indeed, the Outlook app may not be listed individually and may be listed only in the "More..." section of the dialog that appears.  For the best experience, it is recommended that the first time a user attempts to send an email copy using Outlook, the user should modify the order of the apps in this list so that Outlook is shown first.  (The order of the apps can be adjusted using settings commonly available on any iOS device.)

If a user selects an listed app other than Outlook to send the email copy, a document with the name “restricted” will be attached instead of the selected document.  (The content of this "restricted" document is: “The NetDocuments document you selected cannot be opened by this app because of restrictions placed by your system administrator on the NetDocuments mobile app.”)  This will make it impossible to send the attachment using any app besides Outlook.

We encourage you to explain to your end users what to expect with the new Outlook setting and how to configure their device for their best experience.

All User-Facing Enhancements in v2.6.0

Enhancements that Apply Only to the EMM Version

  • A new EMM setting allows an administrator to choose Outlook as the email client for emailing copies and links. The new value is kMDM_APP_EMAIL_POLICY=4 (EMAIL_POLICY_OUTLOOK), as described above.
  • Users can now copy links and email addresses when the EMM setting restricting copying is applied, because that content is not inside a document.
  • The Application Configuration Settings page indicates whether a Security Code has been set (but does not show the value of the security code).
  • The EMM printing control has been deprecated, because the printing app is no longer supported.
  • When a new security code is pushed out to the app, the user is logged out.

Enhancements that Apply Only to the Regular Version

  • A new setting allows users to choose Outlook as their default email provider for emailing copies and links, as described above.

Both Versions of the App Include these Enhancements

  • Users can edit the name of a new document prior to uploading it.
  • Documents can be renamed up to 1,000 characters.
  • Version names and descriptions are shown on the versions list page.
  • Locked documents are shown with a "Locked" label and those documents cannot be deleted via the app.
  • The default logout period has been increased to 90 minutes to match the logout period in the NetDocuments web interface.
  • Users will be encouraged to enable TouchID/FaceID when enabling the passcode setting.
  • Better support for and integration with the default Files app.
  • Updated support for the New Login Viewer in different versions of iOS.
  • A warning is shown after 5 failed passcode attempts that the user will be logged out.

v2.6.0 also contains numerous bug fixes and code refactoring.

 

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