netDocShare SharePoint webparts Prerequisites

netDocShare Provisioning

Simplified Microsoft Teams & NetDocuments Integration

netDocShare Provisioning offers a cutting-edge solution to simplify the administration of Microsoft Teams, Channels, and Tabs, seamlessly integrating with NetDocuments through its powerful netDocShare Tab and netDocShare Sync. Designed for streamlined workflows and enhanced productivity, netDocShare Provisioning revolutionizes how organizations handle content within the Microsoft 365 environment.

"netDocShare Provisioning enables bulk creation, editing, and updating of Microsoft Teams, Channels, and Tabs with NetDocuments integration via netDocShare Tab & Sync"

netDocShare Provisioning is a robust and user-friendly solution that enables efficient management of Microsoft Teams and its associated elements. From bulk creation and editing to real-time updates, this solution empowers administrators to maintain a well-structured, consistent, and collaborative environment. With its seamless integration with NetDocuments, it ensures effortless synchronization and accessibility of documents directly within Microsoft Teams, enhancing the overall user experience and operational efficiency.

Core Features of netDocShare Provisioning

netDocShare Co-Authoring and Bi-Directional Sync

Enable seamless collaboration between attorneys while maintaining governance and version control.

How It Works:
- Documents stored in NetDocuments are synced to a Microsoft Teams Channel’s Files tab using netDocShare Sync.
- Attorneys co-author documents directly in Teams using native Office tools, allowing real-time editing by multiple participants.
- Changes are automatically synced back to NetDocuments through bi-directional sync, ensuring both platforms reflect the latest version.
Versioning and Governance:
- Maintain detailed version histories in Teams and NetDocuments.
- Ensure compliance with NetDocuments’ governance rules. Documents edited in Teams are securely synchronized with version control.

Provisioning Microsoft Teams with Templates

Simplify team creation and standardize structures with customizable templates.

Key Capabilities:
- Template Selection: Define templates with specific channels, tabs, metadata fields, permissions, and governance rules.
- Approval Workflow: Admins review and approve requests for new Teams through the provisioning app.
- Bulk Actions: Create, update, or delete multiple Teams and Channels simultaneously for large-scale deployments.

Intapp Walls Integration

Ensure unified governance by applying Intapp Walls across Teams and SharePoint.

How It Works:
- Intapp Walls inherited from NetDocuments are applied to Microsoft Teams and SharePoint during provisioning.
- Maintain compliance with access controls across platforms, safeguarding sensitive data.

External Collaboration

Enable secure and efficient collaboration with external clients.

SharePoint Extranet Sites:
- Create secure, pre-configured SharePoint sites for external users.
- Synchronize documents with NetDocuments for centralized storage and governance.

Shared Channels in Teams:
- Use shared channels to collaborate with external participants via Microsoft Entra B2B direct connect.
- Sync shared channel files with NetDocuments for real-time updates and compliance.

Automation with Web APIs

Automate provisioning actions and extend functionality with robust REST APIs.

Integration with Power Automate:
Trigger provisioning workflows directly from Microsoft Power Automate.
Custom Web Applications:
Create tailored apps to manage Teams and Channels using secure APIs.
Provisioning at Scale:
Automate repetitive tasks across thousands of Teams and Channels to save time and maintain consistency.

Learn how netDocShare Provisioning can empower your organization!

Schedule a Demo

Archival and Deletion

Archive Teams, Channels, and Tabs into NetDocuments after collaboration concludes, ensuring proper content management.

Microsoft Planner Integration

Automatically add Microsoft Planner Tabs to Teams Channels as part of templates for enhanced task management.

Network File Share Sync

Sync files and folders between Network File Shares and NetDocuments to bridge collaboration gaps between legacy systems and modern platforms.

Ease and Efficiency of Implementation

Enable secure and efficient collaboration with external clients.

Cloud-Based Architecture: Hosted on Azure for high availability, scalability, and minimal maintenance.
Streamlined Setup: • Pre-configured templates and automated provisioning minimize setup time, enabling quick deployment.

Transform your Microsoft Teams and NetDocuments ecosystem with netDocShare Provisioning. Optimize collaboration, maintain compliance, and simplify management—all with a single, powerful solution.

Why Choose netDocShare Provisioning?

netDocShare Provisioning App is a robust solution designed to enhance document management and collaboration by seamlessly integrating NetDocuments with Microsoft Teams, SharePoint, and OneDrive. Its advanced features and capabilities empower organizations to optimize workflows, ensure compliance, and scale effectively. Below are the key strengths of the solution:

Seamless Integration

Unified Ecosystem:

netDocShare Provisioning tightly integrates NetDocuments with Microsoft Teams, SharePoint, and OneDrive, creating a cohesive document management and collaboration framework. content.
Real-Time Syncing:

The app enables bidirectional document syncing between Teams and NetDocuments, ensuring that content remains consistent and up-to-date across platforms.

Governance and Compliance

Policy Adherence:

Syncing documents to NetDocuments ensures compliance with governance and security standards, safeguarding sensitive information while enabling collaborative access in Microsoft Teams.
Controlled Environment:

Critical documents are stored in a secure, managed environment, minimizing the risk of unauthorized access.

Efficiency and Scalability

Streamlined Operations:

Bulk actions such as creating, updating, or deleting Teams and Channels significantly reduce manual effort, making the app ideal for large-scale operations.
Future-Ready:

Critical documents are stored in a secure, managed environment, minimizing the risk of unauthorized access.

Customizability

Tailored Solutions:

Administrators can design Teams and Channels using customizable provisioning templates, aligning with specific organizational needs.
API Flexibility:

REST API support enables deeper customization, allowing businesses to create tailored workflows and integrations.

Enhanced Collaboration

Improved Teamwork:

Bi-directional syncing and native Office co-authoring features facilitate seamless collaboration among team members.
Productivity Tools Integration:

Integration with Planner, Client Extranet SharePoint sites, and Shared Channels boosts internal and external communication and efficiency.

Robust Features

Advanced Document Management

Capabilities like metadata syncing, permission management, and version history tracking ensure comprehensive control over documents.
Workspace Mobility:

The ability to move or copy workspaces and folders within NetDocuments while preserving DocIDs enhances operational flexibility.

User-Friendly Interface

Intuitive Management Tools:

Simplified provisioning tools allow administrators to manage Teams, Channels, and Tabs effortlessly, without requiring extensive training.
Automation Capabilities:

Integration with Microsoft Power Automate empowers users to create automated workflows, streamlining provisioning processes.

Proven Track Record

Industry Recognition

Successful implementations with prominent organizations validate the solution's reliability and adaptability.
Sector Expertise:

Designed with governance-focused industries like legal and compliance-heavy sectors in mind, the app supports complex workflows involving Microsoft Teams Governance and ensures NetDocuments content accessibility within respective Team Channels.

Take Control of Your Collaboration Space with netDocShare Provisioning

Transform how your organization manages Microsoft Teams and NetDocuments integration. With netDocShare Provisioning, streamline workflows, ensure uniformity, and elevate team productivity—all within a secure, seamless, and user-friendly framework.

Learn how netDocShare Provisioning can empower your organization!

Schedule a Demo

END-USER netDocShare LICENSE AGREEMENT

This is a Legally binding agreement between you (either an individual or a single entity) and KLoBot, Inc. (“KLoBot”) for the “netDocShare” Software and associated media and printed materials, and many include online or electronic documentation for netDocShare Software Product or netDocShare Software (collectively “netDocShare”). By installing, copying or otherwise using netDocShare, you are agreeing to be bound by the terms and conditions of this agreement, including netDocShare license and disclaimer of netDocShare software warranty below. Please read this document carefully before using netDocShare. If you do not agree with the terms and conditions of this agreement you should not install or use netDocShare.

1. GRANT OF LICENSE; netDocShare USE RESTRICTIONS.
In consideration for your payment of any applicable license fee for netDocShare, KLoBot hereby grants to you a personal, non-transferable (except as expressly provided in Section 4 below) and non-exclusive right to use and execute netDocShare on a single Microsoft Office 365 SharePoint Online Tenant or Microsoft SharePoint on-premises farm (collectively “tenant”), without right to sublicense netDocShare. Under no circumstance may you store, use or allow the use of netDocShare in any manner on more than one tenant at a time. You agree that you will not reverse engineer, decompile or disassemble any portion of netDocShare. If you dispose of any media or apparatus containing netDocShare, you will ensure that you have completely erased or otherwise destroyed any netDocShare contained on such media or stored in such apparatus. Except as expressly provided in Section 4 below, you may not distribute, lease, transfer for profit, loan or otherwise convey netDocShare or any portion thereof to anyone.

2. COPYING RESTRICTIONS.
In order to effect your license rights hereunder, you may install netDocShare by copying it onto the tenant for use thereon, and you may make full or partial copies of netDocShare, but only as necessary for backup or archival purposes. You agree that

(i) your use and possession of such copies shall be solely under the terms and conditions of this Agreement, and

(ii) you shall place the same proprietary and copyright notices and legends on all such copies as included by KLoBot on the authorized copy of netDocShare that you downloaded from the netDocShare web site.

3. OWNERSHIP OF netDocShare AND MEDIA.
You agree and acknowledge that KLoBot transfers no ownership interest in netDocShare, in the intellectual property in any netDocShare or in any netDocShare copy, to you under this Agreement or otherwise, and that KLoBot and its licensors reserve all rights not expressly granted to you hereunder. After you pay any applicable license fees and/or the purchase price of the applicable KLoBot, you will own the media on which netDocShare was originally provided to you hereunder and on which you subsequently copy netDocShare, but KLoBot and its licensors shall retain ownership of all netDocShare and copies of netDocShare or portions thereof embodied in or on such media.

4. TRANSFER RESTRICTIONS.
If you transfer ownership of netDocShare you may transfer netDocShare and all licenses and rights in netDocShare granted to you under this Agreement to the transferee provided that:

(i) such transferee agrees in writing to accept the terms and conditions of this Agreement, and

(ii) you also transfer all netDocShare, including all copies thereof, to such transferee. Except as provided in this Section, you may not sublicense, transfer or assign this Agreement or any of your rights or obligations under this agreement, in whole or in part.

5. U.S. GOVERNMENT USERS.
If netDocShare is acquired by or on behalf of an entity of government of the United States of America, the following provision applies: U.S. GOVERNMENT RESTRICTED RIGHTS LEGEND. Use, duplication or disclosure of SOFTWARE by the Government is subject to restrictions as set forth in FAR 52.227.19( c)(2) or subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer SOFTWARE clause at DFARS 252.227.7013 and/or in similar or successor clauses in the FAR or the DOD or NASA FAR Supplement. Unpublished rights reserved under the Copyright Laws of the United States. Contractor/manufacturer is KLoBot, Inc.

6. EXPORT RESTRICTIONS.
The software is exported from the United States in accordance with the Export Administration Regulations. Diversion contrary to U.S. law is prohibited. You agree that you will not:

(i) export or re-export the software, directly or indirectly, to Iran, Syria, Sudan, Cuba or North Korea; or

(ii) release the software to a person on the denied persons list, unverified list, entity list, specially designated nationals list, debarred list or nonproliferation sanctions list (see http://www.bis.doc.gov/complianceandenforcement/liststocheck.htm ). The foregoing obligations will apply to you unless the Office of Export Licensing of the U.S. Department of Commerce has granted authorization to you in writing for the export or re-export of the software. Your obligations under this section shall survive any termination of this Agreement.

7. ENFORCEMENT OF TERMS; TERMINATION.
If you fail to fulfill any of your material obligations under this Agreement, KLoBot and/or its licensors may pursue all available legal remedies to enforce this Agreement, and KLoBot may, at any time after your default of this Agreement, terminate this Agreement and all licenses and rights granted to you under this Agreement. You agree that KLoBot licensors referenced in netDocShare are third-party beneficiaries of this Agreement and may enforce this Agreement as it relates to their intellectual property. You further agree that, if KLoBot terminates this Agreement for your default, you will, within thirty (30) days after any such termination, deliver to KLoBot or render unusable all netDocShare originally provided to you hereunder and any copies thereof embodied in any medium.

8. DISCLAIMER OF SOFTWARE WARRANTY.
KLoBot PROVIDES netDocShare TO YOU AS IS AND WITHOUT WARRANTY OF ANY KIND, EXPRESS, IMPLIED OR OTHERWISE, INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY ANY KLoBot EMPLOYEE, REPRESENTATIVE OR DISTRIBUTOR WILL CREATE A WARRANTY FOR THE netDocShare, AND YOU MAY NOT RELY ON ANY SUCH INFORMATION OR ADVICE.

9. INTELLECTUAL PROPERTY RIGHTS PROTECTION.
If any third party brings a suit against you that is based on a claim that netDocShare, solely as furnished to you under this Agreement, constitutes direct infringement of any patent issued by, or copyright registered in, the United states, KLoBot shall defend such suit or proceeding and shall pay any damages and costs finally awarded therein against you with respect to such matter, provided that you promptly inform KLoBot of any such claim, furnish KLoBot with a copy of each communication, notice or other action relating to the alleged infringement and give KLoBot the authority, information and assistance necessary to settle, compromise or litigate such suit or proceeding. Following notice of a claim or a threatened or actual suit, KLoBot may, without obligation to do so, at KLoBot sole option:

(a) procure for you the right to continue to use netDocShare as furnished,

(b) replace or modify netDocShare to make it non-infringing, or

(c) discontinue your license for netDocShare and refund to you any license fee that you paid for it, less a reasonable value for use, determined by prorating such license fee on the basis of a thirty-six (36) month straight line depreciation method, applied to the period of actual use.

KLoBot shall not be obligated to defend or be liable for costs and damages if the infringement or claim thereof arises out of:

(i) use or combination of netDocShare with products or data not provided by KLoBot,

(ii) use of other than the latest unmodified release of netDocShare made available to you by KLoBot if such infringement would have been avoided by the use of such release of netDocShare,

(iii) modification of netDocShare by anyone by KLoBot,

(iv) use of netDocShare after receiving notice, or having reason to believe, that netDocShare infringes a patent or copyright of a third party, or

(v) a claim based on any portion of the Windows(r) software that may be included with netDocShare.

THE FOREGOING STATES YOUR EXCLUSIVE REMEDY AND KLoBot ENTIRE LIABILITY WITH RESPECT TO INFRINGEMENT OF ANY PATENT OR COPYRIGHT BY netDocShare, AND KLoBot SHALL HAVE NO LIABILITY WITH RESPECT TO ANY OTHER INTELLECTUAL PROPERTY RIGHT.

10. GOVERNING LAW.
This Agreement shall be governed by and interpreted in accordance with New Jersey law, excluding its choice of law rules.

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.
“Update” means a maintenance or minor release of netDocShare that provides corrections or performance improvements, is designated by KLoBot as an Update and is generally made available to all KLoBot technical support customers.
“Upgrade” means a major release of netDocShare that provides new features or functional enhancement, is designated by KLoBot as an Upgrade and is generally made available to KLoBot Premium technical support customers.

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;
- Download Upgrades (Premium technical support customers only) when commercially available;
- Report Defects in netDocShare and obtain Corrections as described herein and in accordance with the types of response and timing referenced on KLoBot’ website;
- Request General advice on implementation, operation, functionality and use of netDocShare as described on KLoBot’ website;
- Participate in community forums, review KLoBot’ extensive knowledge base and obtain usage tips and other useful information regarding netDocShare, including up-to-date information on current releases, product compatibility, restrictions, enhancements, workarounds and fixes; and
- 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.

Renewal of Support.

KLoBot provides the first year of basic technical support for no additional charge. Unless renewed in accordance herewith, basic technical support will cease on the last day of the 12-month support period that commenced upon the effective date of netDocShare license.
For an additional fee, you may obtain Premium technical support. Unless renewed in accordance herewith, Premium technical support will cease on the last day of the support period for which you have paid the additional Premium technical support fee.
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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