Help

If you have one Repository, you will access this page using the Admin link at the top right of the home page.  If you have multiple repositories, you can access the Admin link in the Navigation pane on the left side of the Home page.

NetDocuments Repository

A Repository is a top-level administrative entity that contains Cabinets which contain your documents.  At this level a Repository Administrator can do the following:

• Change billing information and numbers of users

• Add and Remove Users and Groups (Advanced Authentication Setup also).

• Define custom document profile attributes and upload attribute values
      (see sample tables here)

• Upload my Workspaces Lists

• Create Cabinets

• Configure Echoing across workstations on a LAN

• Set a default List View for the Repository

Cabinets

Cabinets contain the Repository's documents and can be administrated separately by one or more administrators. 

A Repository may have one or many Cabinets.  Each Cabinet is independent of the other.  User Groups, that are defined by a Repository Administrator, are assigned by a Cabinet Administrator and granted the necessary level of security. 

Cabinets serve varying purposes - one may be designated for internal firm documents and another might be used as a client extranet.

Repository Administrators have two options for creating a new cabinet.

 1. Create a new "empty" Cabinet.
     Creating an empty Cabinet means that a new cabinet will be created
     with no pre-filled configuration values or data.

 2. Copy an Existing Cabinet.
     Allows you to create a new cabinet and pre-fill it with data from an existing cabinet.
     You can copy all or any of the following information from the existing cabinet.
     - Folders
     - Documents, Categories, Calendar events and Discussions
     - NetBinders
     - Cabinet Administrators
     - Configurable document attribute selections (Profile fields)
     - Cabinet page layout


A Cabinet Administrator can do the following with a Cabinet:

• Change the Cabinet name & apply a Cabinet logo

• Modify Cabinet security & access

• Designating administrators

• Prohibit folder administration

• Activate custom profile fields

• Calculate Cabinet storage

• Deleting the Cabinet

ACCESS TO SOFTWARE DOWNLOADS:  The NetDocuments Service has a number of downloads, which are generally installed or used by Administrators.  These are programs like the Import utilities, Local Document Service software, and the APIs.  These programs can be DOWNLOADED HERE.  They are also available from the main Help menu under Training Guides, Tables, Add-ins.

Caution - NetDocuments is designed to be accessed directly on the Internet via an Internet Explorer browser.  Some customers have implemented access to NetDocuments using remote access tools such as Citrix or Microsoft Terminal Services.  Customer use these environments successfully, however, we highly recommend when using these tools, that you have sufficient knowledge of the tools either in-house or via consultants.  Since our main customer base uses the standard access method of going directly through a web browser, we currently do not test with these remote service environments and do not maintain a high level of expertise for these tools in our support and testing groups.