netDocShare Recent View Config Settings User Guide

Table of Contents
Add a Webpart
Config Object Explanation
Recent View Config Settings Process
Results for Tree View Config Values

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 Icon to input your netDocShare Configuration:

Click on Open config builder

Config Object Explanation

View Type has Nine different types of views:

Normal View
Tree View
Recent Documents
Favorites
My Checked-Out Documents
My Email Files
Authentication
Go to Client/Matter
Hybrid Search

Recent View Config Settings Explanation

Show Logo

toggle option for it to appear in the webpart

Show Log out

toggle option for it to appear on the webpart

Action Button

Field options will be visible based on the Source type selection, it has eight types

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.

Refresh

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

Export

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

Download

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

Upload

Upload button helps in three ways:

Create new Folder
Create a new Document ( format :Excel, PPT, Word)
Upload a single/multiple File/s and Folder/s

If user selects upload button in Config, user can upload a File or Folder inside the Folder section.

Check In

Once file is checked out by a user, you will be able to see the check-in button as shown below.

List View/ Summary View

Based on the users selection for the action buttons, user will be able to see the above icons for List and Summary View.

Search Behavior

It has two types.

Search Current View – Searches only the current view being displayed in a webpart.
Search All – Searches all the webpart content based on the user configurations and also searches child-level and parent-level documents.

Search In

It has two types.

Title – Search based on the title.
Everything –Search based on all document specifications.

Column Properties

By default, our webpart will include the field “name”, “version” as default columns to include in a newly created view. However, users can customize this in various ways. Using the Config Builder, users can dynamically retrieve columns that exist in their NetDocuments account and then add or remove any columns desired (Note: This excludes the Name and version fields which are mandatory). Users can also re-arrange columns as they wish.

Default Sort Property

User will be able to select this config setting for a webpart header Name, Document Id, Extension, Filter, Created By, Client, Matter, Modified, Sync Client, Sync Matter for sorting process.

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”

If 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
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 will not be able to 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 shared members can access file and edit, view and update. Once co-authoring is stopped shared users will not have access to shared documents.
Lock Version – If user locks a currently edited/worked document it will be permanent for that version and cannot be edited or unlocked again.
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 new dialog with same browser tab.
Open in Microsoft Office – Based on the file extension (example Word or PPT or Excel) it will open in a new tab.

Context Menu Size

Based on selection the size of the context menu will be displayed.

CDN Base URL

Current SharePoint root url will be fetched, and if its Teams we will provide a service url.

Use Service Based Authentication

It will be enabled by default, when enabled it will authenticate login user based service authentication process.

Asset Path

The asset Path determines where the webpart will load its code and assets from. Typically, this can be found during the deployment process. Here is an example of a typical path we usually see in SharePoint Online:

https://{your-tenant}.sharepoint.com/sites/AppCatalog/ClientSideAssets/{webpartGUID}/

For SharePoint On-Premises, your asset Path might look like:

https://{yourSharepointTenant}/SiteAssets/netDocShare/CDN/assets/images/folderIcons/

Authentication Page Behavior

Authentication works with iFrame and it will open in a dialog window and Redirect will open in another tab in the browser.

Use Service Based Authentication

It will be enabled by default, when enabled it will authenticate login user based service authentication process

Default Click Behavior

All documents displayed in a Webpart, upon click, will by default open the document’s profile page on the NetDocuments site. This default click behavior is customizable using Config Options. Please see our section on Config Options to customize this behavior. There are a few different behaviors that users can select:

Profile on NetDocuments (Default):this will open the document in the NetDocuments work web.
Preview with Secure link Enabled:this option will preview the document in the new tab with security enabled for NetDocuments access.
Profile with Secure link Disabled:this option will preview the document in the new tab with security disabled for NetDocuments access.
Preview with Smart Previewer system: This option will open a document with new dialog in a same browser tab.
Download Document This option will simply download the selected document on click.

Use Auto Refresh

once toggled based on timing the webpart will aut refresh.

Recent view config setting view process

View Type – Recent
Show Logo – Enable
Show Logout - Enable
Action Buttons – Search, Filter, Refresh, Export, Download have been enabled for Recent view
Search Behavior – Search All
Search In – Everything
Column Properties – Here user has selected all the column properties values
Default Sort Property – Name
Sort Order - Ascending
Context Menu Options – Here user has selected all the Context Menu keys
Context Menu Size – Medium
CDN Base URL – Check above cdn base url config object explanation to be added here
Asset Path – Check above config setting explanation to add an asset path here
Authentication Page Behavior – Redirect
Default Click Behavior – Profile on NetDocuments
Use Auto Refresh – Disable
Enhance multiple webpart – Disable

User needs to click the Save Changes on Config Builder if the user wants to config the Recent View.

The page will navigate to the SharePoint page and the Recent View netDocShare Webpart will be created.

Results for the Recent View Config Values

Recent View is of three types

Show All – shows all recent documents
Recently Added – shows all recently added documents
Recently Opened – shows all recently opened documents

The Recent View Webpart is created, and all the end users can access and use the netDocShare Recent view.

Click the Republish button on SharePoint page.

Once published user can edit a page again to change Config Settings.

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11. TECHNICAL SUPPORT TERMS.

Definitions.As used herein the following capitalized terms have the meanings set forth below:

“Correction” means, without limitation, a workaround, maintenance release, patch and/or documentation change, as KLoBot deems appropriate.
“Defect” means a material failure of netDocShare to operate substantially in accordance with the applicable user guides and reference manuals.
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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 ;
Notification, if you have requested to be notified, when Upgrades are available for downloading from KLoBot’ website; and
Access to My netDocShare Support Portal on KLoBot’ website through which you may:

- Download Updates when commercially available;
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- Report Defects in netDocShare and obtain Corrections as described herein and in accordance with the types of response and timing referenced on KLoBot’ website;
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- Access on-line documentation regarding netDocShare, including application notes that include installation instructions, release notes and Frequently Asked Questions (FAQs).

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.
KLoBot will not be responsible for correcting Defects in any release of netDocShare other than the most recent release of netDocShare, provided that KLoBot shall continue to support the prior release superseded by recent release for a reasonable period sufficient to allow Premium technical support customers to implement the newest release or until the end of the current non-Premium technical support period.
You agree to implement within a reasonable time all Corrections provided by KLoBot hereunder.

Limitations.

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,
other software installed in the same SharePoint environment not licensed pursuant to this Agreement,
any use of netDocShare in disregard of any known adverse consequences, including without limitation the failure of user to make appropriate backups, warning messages, and other written instructions,
any modification to netDocShare not authorized by KLoBot,
Mainstream Support of a given SharePoint Platform has been retired by Microsoft, or
any other cause not attributable to KLoBot.

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Support fees for additional support periods must be paid in advance on or prior to last day of the support period for which you have paid the required support fee.
Approximately forty-five (45) days prior to the termination of the then current support period, KLoBot will invoice you for renewal of technical support. The support fee due for the next support period shall be KLoBot’ then current applicable list price for renewal of technical support as of the date of invoice.
KLoBot reserves the right to withdraw technical support of netDocShare, and to alter the prices, terms and conditions for technical support in advance of any renewal of support. Any such withdrawal or alterations will become effective as of such renewal date.

Reinstatement of Support.

If you allow technical support to expire, in order to reinstate support of netDocShare, you may be required to pay to KLoBot a reinstatement support fee, the then current annual support fee, and, If you are not licensing the then current release of netDocShare, an upgrade license fee for the current release of netDocShare.
Required Identifier.

In order to access My netDocShare Support Portal you must provide the identifier issued to you when you licensed netDocShare. Upon entry of such identifier access will be granted if you have paid in full the required maintenance fee.
Termination of Technical Support.

Notwithstanding Section 4 above, resale, assignment, or transfer of the technical support provided by KLoBot is strictly prohibited and will be grounds for termination of the technical support.

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