Welcome to the July
NetDocuments Newsletter
 
Welcome to our June NetDocuments newsletter. We are proud to continue to provide you with the best NetDocuments information, tips, tricks and more.

Inside you'll find information about the new Web Interface with NetDocuments 17.2 and  Microsoft Office 365 for NetDocuments .

Your Affinity NetDocuments Team
Greg, Chris, Bryce, Jeff, & Paul

Get Ready for the New Web Interface NetDocuments 17.2 
Paul Unger, Partner
 
On August 24, 2017, NetDocuments is going to look a bit different for you.  In preparation for that, we wanted to give you a forecast of what is coming.  Below is a summary of some of the changes - check out what's new!
  1. The layout is much cleaner, simpler, and easier to read with a great new modern look.
  2. The Quick Search is now located at the top of the page with a very Google-like feel ... super easy and giving you fast access to important documents.
  3. Easy access to Recent Documents and Favorite Documents.
  4. Faster access to New Recent Matters and Favorite Matters.
  5. Fast access to get to ANY client matter, with a large search button located in the ribbon at the top.
  6. Navigation Pane on the left that you can pin or collapse.
  7. Place up to 5 of your favorite document options in the new Power Bar.
  8. Easy Preview Pane that you can toggle on and off.
  9. new Add button for uploading documents, scanned images, URLs, etc. through the web interface.
  10. Toggle between List and Summary Views.

If you would like to schedule live training and Q&A for your firm, please send us an email at info@affinityconsulting.com and your Document Management Team will be in touch!  

Microsoft Office 365 for NetDocuments
Chris Martz, Senior Consultant
 
We are often asked if NetDocuments is compatible with Office 365.  The answer to that is yes, but there are actually two parts to the answer.  Typically, users of Office 365 download and install a local copy of Microsoft Office (currently the 2016 version).  In this environment, the ndOffice add-in will offer local integration with Word, Outlook, Excel, PowerPoint and Adobe.

The second method of integration with Office 365 is via the Office Online web apps that are a part of the subscription.  This integration allows you to create or open Word, Excel, or PowerPoint files that are stored in NetDocuments, make changes to them using Office Online web apps or the Office mobile apps, and then directly save them back to NetDocuments. NetDocuments serves as a cloud storage provider for Microsoft.  Note this is an especially good option for Mac users who do not have the option of ndOffice integration for local applications.
  
Requirements
Microsoft Office 365 for Business is a subscription method for many of Microsoft's products and services. It is required for this integration.  

This integration can be used in any supported browser - Internet Explorer, Chrome, Firefox, or Safari - on either Windows or Mac operating systems. 

How do I create or edit Office files from the NetDocuments web interface? 

Editing an Existing Document
Using the right-click menu, users will see Open in > Microsoft Word Online. This will open a new tab or window and prompt the user to login to their Office 365 for Business account. The document will then load automatically for editing. 
  1. Right click on an Office document (Word, Excel or PowerPoint) stored in NetDocuments.
  2. Select Open > Microsoft [Word] Online.
  3. The document will be opened in the Office Online app directly and be checked out in NetDocuments. The document will open in a separate browser tab. 
  4. A Microsoft login is required when opening the Office apps and typically just the first time if you have your authentication credentials saved or you are on your organization's network that has already associated your login credentials with a Microsoft subscription. You may need to contact your IT administrators for assistance.
  5. Edits being made are automatically saved. You will notice the "saving" display changed to "saved". When you are completed, you simply click the Save button and close the browser tab and return to the original NetDocuments interface. The document will be checked in.

Creating a New Document
  1. In the upper left hand corner of NetDocuments web interface, select New.
  2. Complete the document name.
  3. Select the document format Microsoft Office Online apps > Word, Excel, or PowerPoint.
  4. Choose filing location and complete any required profile attributes and then select OK.
  5. The new document will open in the respective Office app directly and be checked out in NetDocuments. The document will open in a separate browser tab.
  6. As with editing, a Microsoft login is initially required.
  7. The editing process is the same as in Step #5 above under "Editing an existing document."
  8. The next time you open and save the document with the local editor (Word), it will be stamped with the Document ID per your settings in ndOffice.
To ask your specific questions about Office 365 or to learn more about NetDocuments add-ins, please contact Chris Martz


UPCOMING WEBINARS
Webinars, webinars, webinars! At Affinity Consulting Group, we take our role as your Trusted Advisors seriously, and part of that is our commitment to providing the knowledge clients need to succeed!  Here's what's coming up next...

July 28
Thought Leadership Webinar Series: 5 Clues Why Social Media Evidence is Hot and Here to Stay

August 25
Thought Leadership Webinar Series: 5 Reasons Why Mobile Time Entry Works
August 9
Keeping Clients Happy and Coming Back - Defining Value in Your Law Firm


September 22
Cloudy with a Chance of SAAS -- Your Technology Forecast