netDocShare Tree View User Guide

Table of Contents
Add a Webpart
Tree View Process
Config Object Explanation Buttons Explanation in webpart
Context Menu Explanation in webpart
Co-Authoring Explanation in webpart
Edit Profile Explanation in Webpart
Source Type with Workspace View
Source Type with Folder View
Source Type with Filter View
Source Type with Saved Search View
Source Type with CollabSpace View
Source Type with ShareSpace View

Add a Webpart

Open a SharePoint page:

Edit the SharePoint Webpart
Click on Add a new Webpart in column one

Now add a netDocShare Viewer Webpart

Once the netDocShare Viewer Webpart is added

Click on Edit webpart to input your netDocShare Configuration Object.

Click on Open Config Builder and add a netDocShare View Config

Please refer to the Tree View Config User Guide for the Config Settings process

Tree View

For Example, in Config Settings User can configure in Tree View all fields as shown below:

View Type – Tree

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout -Hide

Source Type – Cabinet

Cabinet - Here User can select cabinet based on their requirement for results view

Workspace Content Display - Here User can select all options based on their requirement for results view

Show Workspace Name – Enable

Tree View Table Display – Show All

Show Parent Container Info - Hide

Action Buttons – Here User can select all buttons based on their requirement for results view.

Search Behaviour – Search All

Search In – Everything

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled.

Context Menu Size – Here user can select option to view in results document small or medium or large.

CDN Base Url – Please refer to the tree view config settings

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset changes path.

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled.

Once above config values saved it will navigate into SharePoint page webpart looks like this check below image

Config Settings à Action Buttons View in Webpart

Search Process

If user selects Search button, based on ‘search behavior’ and ‘search in fields’ search bar will enable a user to search for a keyword in the webpart.

Filter Process

By Clicking on the Filter Icon user will enable column-based filter options. Based on the filters selected the user can search for an absolute search term and select a file.

Upload Process

Click on Cabinet– Folder will be viewed

In Folder level users can Create New Folders and Documents, and Upload Files or Folders. (ppt,excel,word)

Create New Folder

Click on Create Folder and popup will be displayed.
Folder Name Textbox will appear. Confirmation button will be disabled until a folder name is entered.
Click on Confirm New Folder. Success Toaster message will appear when folder is created.

Create New Document

Click on Create New Document and a popup will be displayed.
The Document Name Textbox will appear and a Documents Format will need to be selected (Word, PowerPoint, Excel)
Confirmation button will be disabled until a document name is entered.
Click on Confirm button à When new document is created, a success Toaster Message will appear.
Once a properly formatted document is created. (i.e: Word or PPT or Excel) Edit Profile popup will appear.

Upload File:

Once user clicks File Upload, a popup will be displayed
Drag and drop a file/folder into File Upload popup.
Click on image to open file explorer .
Once file is uploaded -> Upload button will be enabled.
Once FILE (Example: we are adding single Docx file with drag and Drop option) is uploaded, user will receive the update shown below.

Refresh Process

If user clicks on the Refresh button in Config, the entire webpart data is refreshed.

Export Process

If user selects the Export button in Config, the overall data will be exported in an excel file.

Download Process

If User selects the download button in Config, user will be able to download a selected document or file.

Context Menu determines what options will appear in the dropdown context menu that is opened from clicking the “…” button beside each document. The ‘contextMenu’ can be disabled by completely removing the key and value from the config object. Users can add other options indicated in the list below:

“checkin”,”checkout”,”rename”,”view”,”viewNetDoc”,”delete”,”lockVersion”,”secureLink”,”follow”, “checkinNew”,”changeVersion” ShapeIf you omit the values for ``contextMenu``, the webpart will select the default options of “open” and “preview”. This can be changed by editing the JSON manually or picking the values from the corresponding dropdown menus in the config Builder. Please see an example of the context menu with all options turned on below:.

Download – User can download a particular file.
Delete - User can delete a particular file only.
Rename File – User can change their file name.
Favorites – User can add their files in favorite list items.
Check in/Check out - User can Check in and Check out a file. Once Checked out file will be locked and other users can’t Download, Preview document, View in Browser, Add to My Favorites or Check In.
Preview Document - User can preview a document.
View In Browser – User can view the document in a separate tab in a browser.
Edit Profile - User can edit profile details in a popup custom attribute.
Co-Authoring – User can share documents with external and internal users. When co- authoring starts the members with whom the document has been shared can access file and edit, view and update. Once co-authoring is stopped they no longer can access the document.
Lock Version – If user locks a currently being edited/worked on document, that will be permanent. In that version it cannot be edited or unlocked.
Get Secure Link – This requires that the “Get Secure Link” option is turned on in the user’s NetDocuments cabinet administration options. It should be on by default. This will open a full-screen browser preview without navigating to NetDocuments.
Email Link - If user needs a file’s particular destination in NetDocuments user can select email link to share the file link with others.
Follow – If user needs to share a document with another user, user can use this follow option.
Create New Version – user can update the document version.
Margin Notes – Preview the document in a new dialog box with the same browser tab.
Open in Microsoft Office – Based on the file extension (Word, PPT or Excel) file will open in a new tab.

Co-Authoring

Co-authoring is possible only at the Document level on

As per the image above, in a co-authoring popup a user can select a file name that has options with To and Comment
Click Co-Author in context menu, Co-Authoring popup will appear with the selected file attached.
To: Enter the email address of the intended authors.
When completed click the “+” Icon
Comments: Attaches a message to the authors selected in the ‘To’ section
Click Start Co-Author
If successful, users will see the Shared Icon next to file.

Edit Profile

Once a document is created with ‘Create New Document’ or a document is uploaded with Upload Folders/ File, an edit profile popup will open.
It’s based on configuration settings of Mandatory Edit Profile.
If Mandatory Edit Profile is enabled (True). Metadata for document will not be auto populated and document cannot be uploaded until fields are filled out.
If Mandatory Edit Profile is disabled (False) document will upload and edit profile popup will auto populate the required fields. However, User can still edit these fields.

Mandatory Edit Profile is Disabled

Auto Populate a Document Name.

Saved profile values will be updated based on input.

Config Values with Source Type - Workspaces

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Normal

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout - Hide

Source Type – Workspace

Source Cabinet - Here User can select cabinet based on their requirement for results view

Workspaces - Here User can select workspaces based on cabinet selected.

Workspace Content Display - Here User can select all option based on their requirement for results view

Action Buttons – Here User can select all buttons based on their requirement for results view

Search Behaviour – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here user can select option to view in results document small or medium or large.

CDN Base Url – Please refer to the normal view config settings

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values saved it will navigate into SharePoint page webpart which looks like the image below

Config Values with Source Type - Folder

For Example, in Config Settings User can configure in Tree View all fields as shown below:

View Type – Tree

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout - Hide

Source Type – Folder

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected. (Optional)

Folder - Here User can select folder based on workspace selected or cabinet selected.

Show Workspace Name – Enable

Tree View Table Display – Show All

Show Parent Container Info - Hide

Action Buttons – Here User can select buttons based on their requirement for results view. Note: list view/summary view and check-in will be disabled.

Search Behavior – Search All

Search In – Everything

Column Properties - Here user can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled.

Context Menu Size – Here user can select option to view in results document small or medium or large.

CDN Base Url – Please refer to the tree view config settings

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset changes path.

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled.

Once above config values are saved, it will navigate into SharePoint page webpart.

Config Values with Source Type - Filter

For Example, in Config Settings User can configure in tree View all fields as shown below:

View Type – Tree

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout - Hide

Source Type – Filter

Source Cabinet - Here user can select cabinet based on their requirement for results view.

Source Workspace - Here User can select workspaces based on cabinet selected. (Optional).

Filter - Here user can select filter based on workspace selected or cabinet selected.

Show Workspace Name – Enable.

Tree View Table Display – Show All.

Show Parent Container Info - Hide.

Action Buttons – Here User can select buttons based on their requirement for results view. Note: list view/summary view and check-in will be disabled.

Search Behavior – Search All

Search In – Everything

Default Sort Property – Selected a Name.

Context Menu Options – Here User can select all buttons based on their requirement for results view.

Populate Mandatory Profile Fields – Disabled.

Context Menu Size – Here user can select option to view in results document small or medium or large.

CDN Base Url – Please refer to the tree view config settings

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset changes path.

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled.

Once above configuration values are saved it, will navigate into SharePoint page webpart

Config Values with Source Type – Saved Search

For Example, in Config Settings User can configure in tree view all fields as shown below:

View Type – Tree

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout -Hide

Source Type – Saved Search

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected. Its optional

Saved Search - Here User can select saved search based on workspace selected or cabinet selected

Show Workspace Name – Enable

Tree View Table Display – Show All

Show Parent Container Info - Hide

Action Buttons – Here User can select buttons based on their requirement for results view. Note: list view/summary view and check-in will be disabled.

Search Behavior – Search All

Search In – Everything

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here User can select options to view in results document - small or medium or large

CDN Base Url – Please refer to the Normal View Config Settings

Use Service Based Authentication – Enabled

Asset Path – Here User can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values are saved it will navigate into SharePoint page webpart and looks like the image below

Config Values with Source Type – CollabSpace

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Tree

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout -Hide

Source Type – CollabSpace

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected. Its optional

CollabSpace - Here User can select CollabSpace based on workspace selected or cabinet selected.

Show Workspace Name – Enable

Tree View Table Display – Show All

Show Parent Container Info - Hide

Action Buttons – Here User can select buttons based on their requirement for results view but list view/summary view, check in and upload will be disabled.

Search Behavior – Search All

Search In – Everything

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled.

Context Menu Size – Here User can select option to view in results document – small, medium or large

CDN Base Url – Please refer to the Normal View Config Settings User Guide

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above config values are saved, it will navigate into the SharePoint page webpart and looks like the image below

Config Values with Source Type – ShareSpace

For Example, in Config Settings User can configure in Normal View all fields as shown below:

View Type – Tree

NetCode – Disable

Compact Mode – Disabled

Show ndThread – Enable

Show ndTasks - Enable

Show Logo – Hide

Show Logout - Hide

Source Type – ShareSpace

Source Cabinet - Here User can select cabinet based on their requirement for results view

Source Workspace - Here User can select workspaces based on cabinet selected

ShareSpace - Here User can select ShareSpace based on workspace selected

Show Workspace Name – Enable

Tree View Table Display – Show All

Show Parent Container Info - Hide

Action Buttons – Here User can select buttons based on their requirement for results view but list view/summary view, check in and upload will be disabled

Search Behavior – Search All

Search In – Everything

Column Properties - Here User can select all buttons based on their requirement for results view

Default Sort Property – Selected a Name

Context Menu Options – Here User can select all buttons based on their requirement for results view

Populate Mandatory Profile Fields – Disabled

Context Menu Size – Here User can select options to view in results document – small, medium or large

CDN Base Url – Please refer to the Normal View Config Settings User guide

Use Service Based Authentication – Enabled

Asset Path – Here user can add input based on their asset path changes

Authentication Page Behavior – Redirect

Default Click Behavior – Profile on NetDocuments (Default)

Use Auto Refresh – Disabled

Enhance Multi Webpart Loading – Disabled

Once above configuration values are saved it, will navigate into SharePoint page webpart

END-USER netDocShare LICENSE AGREEMENT

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Technical Support.

During any 12/24/36-month support period for which you have pre-paid the required premium support payment, KLoBot will provide you:

Notification, if you have requested to be notified, when Updates are available for downloading from netDocShare website at www.netdocshare.com ;
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Access to My netDocShare Support Portal on KLoBot’ website through which you may:

- Download Updates when commercially available;
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Defect Correction.

When you report a suspected Defect in netDocShare to KLoBot using its My netDocShare Support Portal, KLoBot will attempt, based upon information provided by you, to recreate the suspected Defect. If the Defect is confirmed, KLoBot will use commercially reasonable efforts, given the nature and scope of the Defect, to make available to you through the My netDocShare Support Portal a Correction in accordance with the guidelines set forth on KLoBot’ website. KLoBot will make available to Premium technical support customers live chat, telephone call back and live meeting support as appropriate and warranted to confirm Defects and develop Corrections.
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KLoBot will not be obligated to provide technical support relating to problems, errors or malfunctions caused by

malfunction of the computer system and communications network on which you have installed and are using netDocShare,
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