NetDocuments calendaring allows calendar events to be stored within a cabinet.  These are especially useful for an extranet application of NetDocuments.

By clicking on the calendar button located on the Simple Search and the Advanced Search page under the menu heading Special Searches, you can view all calendar events for a specific cabinet or all cabinets to which you have access. 

Calendaring also integrates with Microsoft Outlook to insert the NetDocuments calendar events into a user's Outlook calendar.  If the calendar event is updated in NetDocuments, it will update the event in Outlook.  If it is deleted or changed in Outlook, it will not be updated in NetDocuments.

We suggest that you create Calendar Events in a folder to better manage them.

To add a calendar event, click Add Document and select Add Calendar event and enter the Calendar event name and location:

Next enter the relevant information for the Calendar Event. 

Entering Information:

The initial dates default to the current date.  You can select any other date by clicking on the calendar icon. 

Start and end times default also to the nearest current time.  You do not need to enter values here.  If you enter a Start Time, but not an End Time, NetDocuments will automatically complete the End Time to be an one half hour later than the Start.  Start and end time fields accept input in the following formats:

• hh:mm – If hh is 1-7, it’s interpreted as PM. If it’s 8-11, it’s interpreted as AM. 12-23 is interpreted as PM. If it’s between “01 and 09”, it’s interpreted as AM.
• hh:mm p or hh:mm pm – interpreted as PM. The p and pm can be upper or lower case.
• hh:mm a or hh:mm am – interpreted as AM. The a and am can be upper or lower case.
• hh – interpreted as hh:00, with am/pm determined as described in the first entry above.

Calendar items show up in folders like documents and other items. 

Calendar Events Are Searchable

Event location and notes fields are searchable just as any document text.  The event subject is searchable as a document name. 

Echoing

Calendar events are not echoed.  See Echoing for more information. 

Calendar Outlook Integration

NetDocuments supports integration with Outlook.  If the Outlook integration component has not been installed and a compatible version of Outlook is installed on your workstation, NetDocuments will automatically download the Outlook Integration component for sending Calendar Events to your Outlook. Note this is different than the Outlook Integration available under My Account, Application Settings. 

Notify Others

When you choose to notify others of the event, the e-mail text will look similar to a standard document notification.