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Frequently Asked Questions (FAQ)

netDocShare Overview

netDocShare is an innovative solution designed to Live View, Edit, Add, Attach, Sync, Search & Provision NetDocuments content in SharePoint, Teams, OneDrive & Web apps.

You can access NetDocuments content through Microsoft Teams as a personal app, Team Channel Tab, 1-1 Private Chat, and Teams Meeting using the netDocShare Teams App Powered by Generative AI.

You can simply add netDocShare app to a SharePoint page or Web application page to view NetDocuments content stored in Cabinets, Workspaces, Folders / Sub-Folders, CollabSpaces, Saved Searches and Filters.

It allows seamless access to NetDocuments files within SharePoint portals, enabling easy navigation and retrieval through an intuitive interface.

It provides secure access, maintaining privacy standards while allowing users to interact with NetDocuments in SharePoint.

It enables easy sharing of NetDocuments content in Teams conversations, channels, private chats, and meetings for smooth collaboration.

It supports compliance by saving and archiving Teams conversation threads and attachments directly to NetDocuments.

Yes, you can search and share NetDocuments content directly within Teams channels.

It allows real-time co-authoring of NetDocuments within Teams, enhancing productivity and workflow.

It includes search and filtering, quick sync, export structure, and the ability to download and share files within Teams.

Yes, it offers customization of column properties, metadata management, and real-time refresh of document versions.

You can install the netDocShare app by pinning it on the Microsoft Teams Navigation bar or adding it to a SharePoint page or Web application page.

You can visit www.netDocShare.com or contact [email protected] for more information.

Functionalities and Features

netDocShare Sync allows for bi-directional / one-way sync of everything or selected folders/files, including metadata fields, between SharePoint, Teams Files, OneDrive Libraries, and NetDocuments Workspaces/folder.

The netDocShare Teams app enables users to:

  • Live-View, Add, and Edit any NetDocuments content and ndThread directly in Microsoft Teams as a personal app or Channel Tab.
  • Reference and insert document cards from NetDocuments into Teams’ Conversations (Posts).
  • Save/Archive Teams’ conversation threads (including attachments) to NetDocuments for compliance and governance.
  • Lookup and share any NetDocuments content within Team Channel Chats.

The netDocShare SharePoint app allows users to:

  • Live-View, Add, and Edit NetDocuments content directly in Microsoft SharePoint.
  • Easily add netDocShare WebParts on both modern and classic SharePoint pages.

netDocShare Hybrid Search provides the ability to search across multiple NetDocuments and SharePoint content sources using a single integrated search interface within SharePoint.

netDocShare Admin is a centralized management tool that allows administrators to:

  • Enforce and manage netDocShare settings.
  • Enable/disable or set default values for properties that can be modified by Page Admins in SharePoint WebParts or users in Microsoft Teams’ Channel Tabs.

Yes, netDocShare Co-Authoring enables users to co-author Office documents (versions 2013 or later) saved in NetDocuments directly within SharePoint and Teams using Office applications like Word and Excel on their laptop.

netDocShare Attach app allows users to look up and link NetDocuments documents within SharePoint Lists and Document Libraries, ensuring seamless integration between platforms.

netDocShare Content Browser enables developers to look up and reference any NetDocuments content sources within their .NET, PHP, Java, or Full Stack web applications.

The netDocShare Document Viewer supports the following views:

  • Normal View: Access documents, saved searches, and filters in folders or workspaces with a simple interface.
  • Recent Documents View: Search for recently accessed or edited documents.
  • Favorites View: View all favorite documents and folders.
  • Go to Client/Matter View: Navigate to a specific client or matter workspace.

Users can perform several operations on NetDocuments content, including:
Edit Profile, Preview Document, View in Browser, Check Out, Co-author, Check In, Download, Rename, Delete, Lock Version, Get Secured Link, Email Link, Follow, Create a New Version, and Margin Notes

It enables multiple users to co-author Office documents stored in NetDocuments within Microsoft Teams in real time.

It allows simultaneous document editing, boosting productivity and reducing delays in reviews.

It synchronizes SharePoint Server document libraries to NetDocuments.

It streamlines contract creation and review, ensuring efficient, controlled workflows.

Yes, it tracks changes as part of NetDocuments’ Document History.

It ensures real-time co-authoring, eliminating the need for manual document version management.

Yes, offline content can be synced back to NetDocuments using the quick sync app.

It streamlines document review and creation, ensuring secure, efficient collaboration and timely compliance.

It simplifies the management of Teams, Channels, and sync setups for efficient governance.

Yes, it can automatically create Teams, Channels, and their sync jobs using a template.

Yes, bulk create, update, or delete Teams and manage sync jobs and tabs.

Yes, it can create SharePoint sites with NetDocuments sync configurations.

Search and Sync Capabilities

You can view results in separate, hybrid, SharePoint, or NetDocuments-only views.

It offers advanced filters to refine search results.

Yes, you can query across multiple folders and workspaces.

Yes, it integrates with Microsoft Q&A for contextual insights.

Yes, it provides inline previews for PDFs and text files.

Yes, you can integrate it into SharePoint or enhance it with a dynamic search extension.

It supports bi-directional and one-way sync between Teams, SharePoint, OneDrive, and NetDocuments.

Admins can view scheduled jobs, perform audits, and manage errors.

Yes, it can sync NetDocuments documents as linked files within SharePoint, Teams, and OneDrive.

Yes, it supports moving and copying workspaces and folders within NetDocuments.

It synchronizes SharePoint Server document libraries to NetDocuments.

It synchronizes OneDrive personal document libraries with NetDocuments.

It allows users to initiate a quick sync from SharePoint to NetDocuments.

It enables quick sync from Teams to NetDocuments within the Teams app.

Collaboration and Integration

It automates the linking of NetDocuments documents to SharePoint, reducing manual effort.

Yes, users can select specific documents from NetDocuments to link to SharePoint.

It automates the update of NRL links to active hyperlinks, ensuring compatibility with NetDocuments.

Yes, it can link entire folders or workspaces, offering flexibility.

By automating the linking process, it streamlines workflows, improving access and document management.

It supports linking individual documents, folders, and workspaces.

It simplifies managing references by automating the creation of hyperlinks between platforms.