Previous Update - 2010 #5  - November  18, 2010 - 11:59 pm EDT (8:59 pm PDT) - This update requires NO updates of client software including the Active X, so there will be no need for any preparation or action for users.  The primary purpose of this udpate is to provide the iPad and iPhone application along with a few other miscellaneous items as shown below.

• iPad and iPhone Interface - provides an application when using the iPad and iPhone.  While we complete the App store program, if you want to use this, go to the Safari browser and enter https://vault.netvoyage.com/neweb2/doccent.aspx in the address and then click the star at the bottom to make it a favorite icon.

• ND2 Logout option - When using the alternate ND2 interface, there is now a Logout option available.

• Sort Lists in ND2 - The ND2 interface now allows sorting in list views.

• Collaborative editing in Zoho - when using the Zoho option, you can now collaborate simultaneously with another user.

• Mass ACL change via SOAP API - Provides API capability for doing a mass access change.

• Mass Copy - option available to Administrators to copy large numbers of documents between cabinets.

• Adjust productivity options - provide two functions for creating PDF documents and comparing documents.  These features are beta status and are currently available to all users.  In the future they will become components of a future fee-based option.

• Default new workspace template description - the new default description will apply to any new workspace templates created.  It is shorter and tells users that workspaces are shared views.

• Pinning with IE9 and Windows 7 is supported - provides and option to pin NetDocuments webpages to the Windows task bar for easier access.

Previous Update - 2010 #4  - October 14, 2010 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X. Includes a new Application Integrations, new EMS Folders, new EMS Profiler, and folder import utility.  If you experience on page errors after the update, clear your browser temporary internet files.

• Auto Check-in after Copy - If the Auto-Check-in feature is enabled in the Word integration, we now automatically check-in the original document after saving it as a new document.

• Increase Document Name limit - the document name limit has been increased from 100 to 200 characters.

• Email To in List Views - Allow "Email To" to be included as a column in list views.

• Alert when a document is added to NetBinder - an alert can be created to notify when a new document is added to a NetBinder.

• User Interface changes - icons have been updated.

• Move "Send to" into Inbox - a user can now move the ND- Send to NetDocuments folder in EMS Folders into the Outlook Inbox if they choose.

• Allow drag and drop between folders on a workspace page - provide this capability in workspaces.

• Folder Import to workspace - Folder Import can now use a workspace as an import destination.

• Manual check in as new version - Explicitly checked out documents can now be checked in as a new version of an existing document from the browser.

• Top level folder drag and drop - allows drag and drop between top-level folders on a workspace page.

• New simplified LD Service Installation - the installation of the LD Server has been modified to make it easier.

• Unfile a document when re-profiling it - when a document is re-profiled in a workspace, it is now, not only moved to the new folder, but it is also removed from the current folder.

• SOAP API Delegated Authentication - Allow users to authenticate via the SOAP API without providing their NetDocuments username and password.

• Beta Textflow integration - A beta release of Textflow is included.  Textflow is a comparison tool which will later be part of a bundle of new online capabilities.

• Check in via email - provides an option to check in a document.  It is used primarily with the ND2 interface and mobile devices such as the iPad.

• Ability to create a PDF attachment - you can now create a PDF attachment of a document.  Requires no local software.

• No Value option when multi-profiling - when you do a multo-profile change, you can enter No Value if you want the field to be blanked out.

• Create PDF Attachment - you can create an attachment for a document and store it as the attachment to the document.  It can also be emailed.

Previous Update - 2010 #3  - July 22, 2010 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X. Includes a new Application Integrations, new EMS Folders, new EMS Profiler, and folder import utility.

• EMS Naming - with the release of the new EMS Profiler software, the current EMS has been renamed to be EMS Folders and the new EMS client is called EMS Profiler.

• Document Index - Users are now able to generate a report of documents in a folder tree.

• Disable Auto-versioning - allows users to turn off auto-versioning on a document where it has been enabled.

• Email check-out warning - a warning is displayed if a user attempts to email copies of documents that are currently checked out.

• NetBinders limits fixed - NetBinders will no longer encounter an error when certain numbers of documents and/or users are added to the NetBinder.

• Office 2010 Integration - Office 2010 is now supported for Office 2010 Word, Excel, Powerpoint, and Outlook.

• Partial Versioning in Integrations - this method of saving is now supported in the Office integrations.  It is not the default and has to be set manually if desired.

• Approvals when using NetBinders - previously moving a document into or out of a NetBinder would rescind the approvals.  That is no longer the case.

• Email Address for Workspaces - the email address is now provided for a workspace so that documents can be emailed into a workspace.

• Convert ndnod to a real document via API - you can now change this via the SOAP API.  Previously it was only available with the HP SDSS software integration.

• Remove Word template from integrations - we removed the Word template preservation we added in R1 because it caused other issues.

• Safety copy with API - provides a safety net document called NetDocuments Recent when uploading fails, so a user can easily locate the document in My Documents.

• Insert Attachment with Version - allows versions and attachments to be inserted in a single operation when in document select mode.

• Support Office 2010 with EMS Profiler - EMS Profiler will be released for Outlook 2003, 2007, and 2010.

• Support Office 2010 with EMS Folders - EMS Folders will be released for Outlook 2003, 2007, and 2010.

• Auto File with Edit Profile - if you complete a profile for an existing document, it will be auto-foldered or categorized based on the attribute selected, which is generally the Document Type field.

• Filing Interface Clarification - simplified the interface for filing into a folder or a workspace.

• Profile Tree after Drag - perform profile inheritance on an entire folder tree after a drag/drop operation.  Used when dragging a folder tree to a workspace so the key attributes are profiled.

• Extended Restircted UI Mode - The Interactive API's restricted mode is extended now to the folder and workspace pages.

• Choose output format for CompareDocs - a user can now choose the output file to be either docx if the input is Word or PDF for other documents.

• SOAP API supports Approvals - the SOAP API can now retrieve document approvals.

• SOAP API additions - you can now retrieve creation date and checked out status with the API.

•  Approvals are not rescinded when moving to a NetBinder - when a document is moved in or out of a NetBinder, approvals are now retained.

• Browser window title - when in a workspace folder, the browser window title includes the word - NetDocuments after the folder name.

• Email option added to Workspace - the email option is now added to the workspace to allow you to forward an email into a workspace.

• EMS Profiler install added to Application Settings - with the release of EMS Profiler it is now included in the UI on the application settings page.

• Clear a date field with SOAP API - you can now clear out a date field with the API.

• Change Save Local default - it now defaults to Other Folder and is sticky in a session if you change to Briefcase Mode.

• Save Read only files in Outlook - you can now oepn and save an email attachment in Outlook from the reading pane where attachments open in read only mode.

Previous Update - 2010 #2  - May 6, 2010 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X. Includes a new Application Integrations, new EMS, and folder import utility.

• Separate Check In from List - Make it easier to check in all closed documents by separating the two functions.  You no longer need to use Control when clicking the Check-in list to check in all closed documents.  You can still check in a single document or a new version using the List link.

• Custom Menu Full Width - On the Customize right click menu, extend the drop targets to make dragging and dropping options easier.

• Retrieve version with API - see API documentation for more detail.  Allows better integration when using versions.

• Updated Login page - improved look and feel for the login page.  Also simplifies usage of RSA integration.

• EMS Profiler - provides an additional interface for EMS which allows quick profiling of emails when archiving to NetDocuments. (Outlook 2003 & 2007 supported) NOTE: This feature will be available as a beta until R3.

• Suggestions for workspace criteria - Simplifies the creation of categories by providing examples to create common criteria.

• Default Copy for External Users - External users will now be prompted to copy instead of move when importing documents.  Includes NetBinders.

• Optimize workspace category display - only the items displayed in the category will be searched initially, improving performance.

• 3rd party Downloader - includes functions to provide services as a 3rd party downloader.  Meets requirements required for financial services firms.

• Lookup dialog standardization - Doesn't submit the form now when the key or description is selected.

• NetBinder Notification change - When a MAPI notification is sent, the NetBinder is not closed now. (previously it was closed)

• Add workspace folders via SOAP API - Allows folders to be created under workspaces with the SOAP API.

• MAPI Registry settings - these are now case insensitive.

• Workspace default - the My Workspace/Recent Workspace default is now moved to be on the workspace dialog instead of My Account.

• Remove unused fields on Profile definition - The "Force Uppercase" and "Allow punctuation" options have been removed from the Profile setup dialog.

• Change "Lock" to "Lock version" - the word version has been added to the Lock option to more correctly explain its function.

• Simplify saving links - the naming of a link has been simplified when you are saving a web link.

• "A" rights not required to copy into a NetBinder - we now allow you to copy a document into a NetBinder without requiring A rights.

• Navigation display changed in API - the API now supports non-expansion of the navigation pane when using the small display mode.

• Change importing .doc files - the Import existing option now changes .DOC to .doc when importing Word documents. (resolves an OpenOffice issue)

Previous Update - 2010 #1  - February 25, 2010 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X. Includes a new Application Integrations, new EMS, and folder import utility.

• NetBinder Logo - Allows a customizable logo to be associated with a NetBinder.

• Delegate Lookup Table Uploads - Allows repository Administrators to delegate lookup table uploads to non-administrators.

• Update Category Display - When a categories criteria is changed, the user will more readily see those changes.

• Native Image Viewing - JPG and gif files will now use the native program to view when selecting the View option.

• Change Pro Integration - we now provide an integration for those customers who use this comparison software from Litera.

• Support Salesforce VisualForce pages - All S-controls have been replaced with new VisualForce pages.

• Internet Accelerator - we now provide an internet accelerator for faster response around the world.

• Automatic versioning - a document can now be configured to so that new versions are created when different users edit it.

• Workspace Aliases - Users can now change how workspace names are displayed for them in the navigation pane and the workspace list dialog.

• Change indexing for top-level folders - top-level folders are now displayed immediately to avoid the delay in indexing.

• Support xlsx editing in Zoho - Zoho now supports both xls and xlsx formats now.

• Default columns when creating workspace folders and categories - the columns are now defaulted to make it easier to create these.

• Subfolders can be copied into their own parent folder - this was not possible before because of the duplicate name.

• Provide Auto-check-in option for Excel integrations - we now officially support an auto check-in option for the Excel integrations.

• Preserve Word Template when cancelling - we now restore the original template when a user cancels a Word save for a new document.

• Editing html documents with the Zoho editor - you can now use the Zoho editor to edit html documents.

• Do not display check out message for web links - when you open a web link, it will not display the Check out prompt.

• Multi-select customizable menu - when using right click menu with multiple items, customized options will appear now.

• Simplify non-repository users navigation -  accessing received NetBinders is easier.

• Customized home pages for non-repository users - NetBinder-only users now have a customizable home page.

• My Cabinet usage - users who do not belong to a repository, can only add documents to NetBinders.

• Logout on NetBinders - a logout link is now provided on NetBinders

• Users can disable gleams - by entering 0 a user can not display any gleams.

• Allow a subfolder to be copied into its own parent folder - when copying a subfolder if it has a duplicate name, it will continue and append "copy".

• History is now easier to view - the option is changed to View now.  Once viewed, it can be printed if desired.

• Preserve NetBinders associated with a workspace when re-organized - NetBinders directly added to a workspace are not affected by a re-organize.

• Support Metadata Assistant version 3 - we now support version 3 of this 3rd party application.

• Titles on Browser windows are now more consistent - the names displayed for the title and in the tray have consistent names now.

• Groupwise icon is now displayed - for any Groupwise messages, the proper icon is now displayed (gwi extension).

• When viewing, display search result - By clicking the search button or Enter, the cursor moves to the first hit and then subsequent hits.

Previous Update - 2009 #5  - October 29, 2009 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X. Also includes a new EMS 2.0, applications integrations, folder import tool, and local document server software.

• Preserve Navigation Pane State - This is at the top of the Idea Bank list and allows the navigation pane to remain expanded when navigating.  Requires Internet Explorer 8, but it is a change that may make updating the browser worth it.

• Navigation pane scrolling - provides a separate scroll for the navigation pane.

• Customizable Right Click Menu - this is another top item from the Idea Bank.  When you right click on a document, you have an option to change the menu to have the options you use the most.  You can display up to 20 options.

• Locked Version description - a user can now add a custom description when creating a new version from a locked version.

• Outlook Multi-Message Import - the NetDocs Save button now appears on all Outlook folders including the Inbox, so that you can save more than one message at a time into NetDocuments. This is a change that has been high on the enhancement list for a lot of users.  Requires Outlook 2007.

• Preserve Workspace name with Reorganize option - an existing workspace name and description will not change now when using the reorganize option.

• RSA SecurID Integration - NetDocuments now supports the RSA two-factor authentication for those that desire that additional benefit.

• Display NetBinder as a workspace section - you can now create a NetBinder in a workspace to display like a folder.  Documents can be easily dragged into it for external sharing.

• Retention Policy Description - a description can now be added to describe each retention policy.

• Integrate with Word Compare - there is now an integration with the Comparison function built into Word 2003 and 2007.

• Import Document in NetBinder in ND2 - when using ND2 with NetBinders, you can now import a document when you have E rights to the NetBinder.

• Add Multiple workspaces to Home page - you know have an option in the Workspace dialog to add multiple workspaces to your Home page.

• Prompt for Cabinet Protection - a prompt is added for new cabinets asking if you want to add deletion protection to the cabinet.

• Collapse Workspace Sections - you can now temporarily collapse sections in workspaces to more easily modify the workspace layout.

• Collapse Workspace Template Sections - you can also collapse sections on the workspace template to more easily organize the layout.

• Back button in Help is now restored - the Browser back button can now be used to navigate to previous Help page.

• Using Attachments - when in select mode, clicking on an attachment name will select it.  The Email and Delete buttons are hidden in this mode.

• Opening multiple versions - you can now select multiple versions to open when on the versions dialog.

• Background ACL and Profile Change - Performs these functions in a background mode.  Limit raised to 10,000 items.

• Change folder tree access from top folder - makes it easier to change access for a folder and its contents.

• Folder Import utility date range added - the Folder Import utility now allows a selection of date ranges for documents to be imported.

• Folder Import Logging - provides a log when using the folder import utility of the status of the imports.

• EMS Multi-User Installer - the new EMS allows EMS to be installed per machine and not per user.

• Provide Organizing Categories - workspaces now can be created with either organizing folders or organizing categories.

• Using the Next option on the View page and changing profiles - users can now edit profiles and then click next to edit the next document in the list when using the viewer.

• Provide integration with Linked profiles in Salesforce - users can now have linked profiles be pushed to NetDocuments when using Salesforce.

Previous Update - 2009 #4  - August 20, 2009 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X. Also includes a new EMS 2.0, applications integrations, folder import tool, and local document server software, .

• Prevent external user Notifications - Add a cabinet-level flag that determines whether external users can use the Notify option.

• Launch CompareDocs with F9 key - When F9 is pressed on a list view page, it launches CompareDocs if it is present, in the same way it does DeltaView when it is present.

• Create attachments via the Client API - Allow attachments to be imported via the Client API.

• Cancel document transfer - Add a cancel button to the document upload and download progress dialogs.

• Adobe Integration is now in the Workstation Configuration Wizard - The Adobe Professional integration is now added to the other items that can be installed via the Workstation Configuration Wizard.

• Truncate "email to" display - Truncates the display of the "Email to" field to 50 characters when it appears in a workspace view.

• Date Ranges on Email Search - A date range is now provided to give users more flexibility in selecting dates on the Email search page.

• Unicode document names - Allow Asian, Hebrew, and Arabic characters to be used in document names.

• Set Workspace ACL via SOAP API - allows the setting of the ACL now with the API tools.

• Sort Home Page Section - Provides an option to sort the entries in a home page section.

• Approval remains when moved to a NetBinder - documents that are approved now retain that setting when moving to a NetBinder.

• Save Local page defaults "no List" - when saving a document now, the default is not to include a list.  Previously it defaulted to save the XML list.

• New Viewer software - new viewer technology has been implemented using flash-based technology.

• Unfiling warnings - Help users understand the implications of unfiling documents and help them avoid doing it accidentally.

• Change modified prompt - on the advanced search page, the prompt "modified" is changed to "last modified".

• LD Server on a remote host - the Local Document server can now use SQL Server on a remote host machine.

• iPhone ND2 access font increased - when using ND2 on the iPhone, the initial font is now larger.

• Search Result Paging - now provides ability to adjust the number of search results from 20, 50, 100, 200, 500.

Previous Update - 2009 #3  - June 18, 2009 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X and new EMS 2.0.

• No Message Email Address - Allow users to indicate in the folder "To" address that a message sent to NetDocuments should not be stored as an email message, but rather just import the document attachments.  Example: nnnn.nnnn.nnnnNM@mail.vault.netvoyage.com  Notice that NM is inserted after the folder ID number using either upper or lowercase.  With this method, you do not have to put NM in the subject, which will make it easier to use when scanning to an email address.

• EMS "foreign" folder retention - If the EMS archive encounters a folder that was not created by EMS in an invalid filing location, its contents are left alone and an error will be displayed describing the issue.

• Background Workspace Population - When a workspace is created or reorganized, if auto-filing is enabled and there are many documents to be filed, the folders will be created in a background process. Also the limit on the number of documents that can be auto-filed will be raised to 1000.

• ND2 Interface shows sections in NetBinders - when using this interface, you can now see the section headings in a NetBinder.

Previous Update - 2009 #2  - April 16, 2009 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X (4,3,3,4). Includes a new Application Integration MSI, new EMS 2.0 (2.6.1), and new Folder Import utility (3.1.8).

• Ability to lock versions - We now have a feature where you can lock any version of a document from future editing.  This lock cannot be removed in anyway other than deleting the document.  A description of why the lock was made can also be entered.

• Multi-document Import into NetBinder - allow multiple documents to be imported at once into NetBinders.

• Streamline NetBinders - NetBinders function more like other documents now with the standard options.

• Review on NetBinder - the review option is now available when in a NetBinder.

• Barcode scan to Folder - allow a new document to be scanned into a folder via a barcode identifying folder.  This uses the SDSS HP scanner software.

• Initiate workspace search from EMS - on the Search Emails page, you can now enter the EMS key such as Matter to search.  If you highlight a workspace and click the Email Search button, it will automatically complete that search field.

• Eliminate breakouts - this was a feature that was not used in NetBinders.

• OpenSearch Suggestions - When using IE8, if you are logged into NetDocuments, and any workspace title is included in the search, we will add search suggestions for that workspace.

• Import Outlook Receipts - we now support read, delivery, and recall receipts in EMS.

• Show folder after new document creation - when creating a new document, the user is no longer taken to the Profile page.

• Improve Document Opening speed - when downloading a document, the process has been streamlined to increase performance.

• Workspace Right Click menu enhanced - new options have been added to the right click menu when in a workspace.

• Display versions dialog over list views - when opening a version, we no longer take the user to the Profile page.

• MSI Installer for Cryptography - this Active X installer is now part of the neWEBcl MSI installer for the Active X.

• Avoid External User Profiling - external users are no longer prompted to complete a profile when adding or opening a document.

• Retrieve Snippets via SOAP API - allows snippets to be retrieved using the SOAP API.

• Avoid adding duplicate workspace - you now cannot add a workspace twice to My Workspaces.

• Fixed width custom profiles - this allows you to automatically pad client/matter numbers with leading zeros.

• Avoid duplicate folders when auto-filing - duplicate folders will no longer be created when auto-creating folders based on document types.

• Profile link replaced with Info link - on Home and Cabinet pages, the Profile link for a document will be replaced with the Info link.

• Show Workspace option - you now have an option for a document similar to Show Folders, that will show you the workspace it belongs to.

• Workspace Template Examples - provides some examples for the workspace title in the template.

• Zoho Sheet and Show integration - we now support online editing for Word, Excel, and PowerPoint type documents using Zoho.

• Scrolling modified on the Review page - improvements have been made on the scrolling of the Review page.

• Me link added to Email search page - When clicked it puts the current person’s email address and name in the field automatically.

• Require certificate-based authentication - provides the option of restricting access outside of the office.

Previous Update - 2009 #1  - January 8, 2009 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X. There is also a new EMS and new Word integrations, if you are using our integrations.  Go to Start, Control Panel, Add/Remove programs to remove the old EMS and Integrations and then go to My Account to install the new updates.

• Purging Adjustments - adjustments have been made to the purging processing so that it can be run more frequently.

• Retention Policy History - a history is now kept showing all purging rules.

• Delete Attachments - provides an option now to delete attachments.

• Word Import as New Version - Allows a non-ND Word document to be saved as a version of an existing document using the Word integration.  This will work for attachments received in emails and also locally saved Word documents.

• Right Click Copy URL - we have added easier access to creating of a document URL by adding it to the right click menu.

• History Data Download - we now provide a download of a document history that will then allow local sorting of the data in an Excel spreadsheet or database.

• Customize Auto Created Folders - when workspaces are defined to automatically create folders, you can now define the columns to displayed on those folders.

• Background Storage Calculation - we have now revamped the cabinet storage option so that it works properly.

• CompareDocs Attachments - Adds the ability to import compareDocs comparisons as attachments or linked documents.

• Security Options for Review Discussions - provides options for setting security on discussions created from the Review page.

• Local Document Server Update - Includes SQL Server 2005 Express so users of Vista and Windows Server 2008 will have a database that is supported by Microsoft.

• In EMS, store Archived Emails as PST files - you will now have the option to drag the ND - Archived Folder to your personal folders area to be stored as PST files.

• View workspace inside of Outlook - When the NDView button is selected in EMS, the view will appear in Outlook as opposed to a separate browser window.

• Hide single EMS cabinet - when a user has only one cabinet, a folder for the cabinet is not created in EMS.

• Verdatum integration - we now provide an integration with the Verdatum digital dictation system.

• Immediate Purging - with the Document Retention rules, we now provide an immediate purging option.

• Select Official Version with Append - we now let users choose which version will become the official version after an Append versions operation.

• Zoho integration now supports Word 2007 format - a user can now use Word 2007 when using the Zoho integration.

• Folder menu more expanded - we now expand more of the options when on the folder menu.

• Improve NDSearch Analysis Add-in - email entities are now listed as active email address links.

• Emails I send and receive includes all extensions - now when you click one of these options on the Email Search page, it includes all emails regardless of whether it is a .msg format or not.  This will allow emails that are forwarded into NetDocuments to be included in those search results.

• Change order of items on Mark list - when selecting items on the Mark list for Mark/Launch in the versions dialog, the oldest version will be listed first.

• Add Folders in extension dropdown on Advanced Search - you now have a folders option to pick from instead of needing to enter the code manually.

• Protected Cabinets - Allows administrators to protect a cabinet deletion by setting the Protect option.

• Lookup Dialog List Toggles improved - the dialog has been improved for easier access to lookup tables.

• Check in List modified - the check in and check in as new version options are more visible now on the Check in list.

• Creating a category defaults to the search cabinet - when selecting a single cabinet, the cabinet for the Category defaults to the same as the search cabinet.

Previous Update - 2008 #5  - October 2, 2008 - 11:59 pm EDT (8:59 pm PDT) - requires NO new Active X.

• New EMS - a new EMS is provided as part of this update.  It contains a number of changes in how EMS currently works.  It is much simpler to setup and to use.  With the release of R5, the new EMS will become the fully supported EMS.  Customers should switch to the new EMS as soon as feasible.  We will continue to answer questions for the current EMS, but no changes to the software will be made.  If an issue using the current EMS cannot be resolved, using the new EMS will be the only solution.  The current EMS will not be available or supported at all after June 30, 2009.  See Help for more information.  View this video to learn more.

• Archival Cabinets - provide a non-rewriteable, non-erasable storage as required by SEC rule 17a-4.

• Additional Navigation options - navigation menu is now on search results and recent documents pages.

• Populate Recent matters - when you add a document assigned to a matter, it is automatically added to your recent matters list.

• Search for similar documents - fee-based add-on service - can now search for documents similar to another documents and perform a search analysis on any document. (this is being released with R5 as beta with the final release scheduled for R6)

• Search results display - search results page is refined to display more documents and not show the search criteria.  A button is provided to show search criteria now.

• Search results filter - fee-based add-on service - allows a drill down of additional searching components.  (this is being released with R5 as beta with the final release scheduled for R6)

• NetBinder refinements - changes made to improve the usability of NetBinders.  The term "Share Externally" is now used on the menus.

• Quick Folder Profiling Attribute Selection - streamline the usage of the quick folder profiling feature.

• Hide My Cabinet - My Cabinet is not displayed on the Navigation pane by default any longer. It can be displayed by going to My Account, Personal information.
   

Previous Update - 2008 #4  - August 7, 2008 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X.

• Active X Install - supply an MSI installer for our remote document activation Active X control.

• Salesforce Search Refinement - Changes the integration to more closely match the way most customers use it.

• Zoho Writer Integration - Allow Word documents in NetDocuments to be edited with Zoho Writer. (this will become a paid feature)

• Default from Attribute Type - Allow one profile attribute's value to default from the type of another attribute.

• Configure Workspaces via SOAP API - When creating a new repository at the time a new user account is created through the SOAP API, allow profile attributes to be defined, profile attributes to be activate within cabinet, and workspace templates to be defined.

• Auto Import Entire File Set - When a set of files is being moved into the auto import location, wait until the entire set is present before starting the import process. If more files arrive during an import, automatically start an import of those file when the previous import is completed.

• Mass Export Cabinet - Allow all of a cabinets folders to be exported by the Mass Export utility.

• Mass Export All Versions - Allow all versions of documents to be exported with the Mass Export Utility.

• Create Workspace Folder from Doc Type - When creating a workspace folder on the fly, allow the user to select a document type OR type in a name. If a document type is selected, apply it as a profile value and as the folder name.  This has to allow documents types that are linked to the practice area a as parent attribute.

• Official Version Change Rights - Let cabinet administrators control the rights required to change the official version of a document or modify a version description.

• Workspace Categories w/o Inherited Criteria - facilitate the posting of common documents across all workspaces in a cabinet by allowing workspace templates to create categories that don't include the workspace's defining attribute values in their criteria.

• Additional SOAP API changes - Allow created by and Last modified by to be retrieved through the SOAP API.

• Top level folder creation - Allow dragging of folder to either the cabinet or the "Folders" item in the navigation pane to create a top level folder.

• Copied documents now in Recently Created - Make a single, copied online document show up in the recently added document list now.

• Clean up the home page - remove the My Inbox (it is now accessible from the Navigation pane under My Cabinet) and the Save in browser link from the top of the home page. (repository members only)

• Auto Create Workspace Folders - automatically create workspace folders corresponding to newly filed documents.

• Eliminate Cabinets Home Page section - stop automatically creating and populating the Cabinets section on home pages.

• ND2 Password Reset - allow passwords to be reset through the ND2 interface.

• Provide add Cabinet link - for users who are designated to add cabinets, add link in place of cabinet Admin link.

• Clear search criteria link moved - moved to be in line with the other links on the page.

Previous Update - 2008 #3  - June 5, 2008 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X.

• Navigation Pane - provides a left pane replacing the Browse option to simplify the navigation within NetDocuments.  Go here for more information.

• Payne Metadata integration - provide an integration to the Payne tools for scrubbing, etc.  Contact NetDocuments Sales for more information.

• Move/Copy Defaulting - Make the Move/Copy selection on the Import Existing page persistent within a session. 

• Folder Import Full Access - Provide more flexibility in assigning document ACLs through the folder import utility.

• Export User List - Allow user report data to be downloaded in XML format by the Repository Administrator.

• Check Out via Client API - See Retrieve Doc in the Client API documentation.

• Validate Email Address Changes - Improve security by verifying that users control the email addresses associated with the account and by not sending passwords via email.

• Access Removal Warning - Through the import document processes and also when using the Edit Profile page outside this process, if ay any point a user performs an action that will remove all his rights to the document, display a warning message and ask for confirmation before proceeding. This includes access changes due to foldering and profile-based security.

• Retention Policy Definition Improvements - Provide table lookups on the retention policy definition page. Allow retention period to be keyed off the workspace attribute's closing date even when the workspace attribute is not used in the selection criteria.

• NetBinder Organization - Provide a section heading within a NetBinder and add drag and drop sorting of documents.

• Add Folders from Navigation pane - Ability to add new folders and subfolders directly from the navigation pane.

• Drag Drop to the Navigation pane - Allow items to be dragged form the right side pane to the navigation pane.

• Share Workspaces via Membership Changes - When an external user is added to a group that is included in the access lists of workspaces, automatically add those workspace to the user's home page.

• Blind Copy Hidden Groups - Allow notify messages to be sent to groups with hidden membership without revealing the membership to the recipients or the sender.

• Remove the date based restriction on passwords - with the introduction of the new password design, this requirement is no longer necessary.

• Provide Cntrl Click on the Versions dialog - you can now open a version in read only mode from the versions dialog like you can from a list view page.

• Increase Automated Login sessions - when using automated login, the session time out is now 8 hours.

• Barcoding - allows a document profile to be created without a corresponding document.  Provides management of paper documents.  Print document IDs as barcodes. Attach document scanned via HP's SDSS software to an existing document profile a s new document, new version, or attachment.

• Recently Added Document List - provides a 3rd tab under Recent Docs, for recently created files.  This list will show documents immediately when they are added.  This feature replaces the current recently created list and also resolves the delay issue when adding new documents while they are still being indexed.

Previous Update - 2008 #2  - March 13, 2008 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X.

• Rounded Menu Tab - the selected tab has been changed to improve user experience.

• Share NetBinders without passwords - you now have an option to share a NetBinder with a token instead of a password.

• NetBinder Organization - You now have the ability to sort using the Organization option (the next update will provide section headings in a NetBinder).

• Large documents in Mass Export tool - you can now export documents up to 200MB each.

• Email Folder Column headings - if items in a folder are only email (msg) items, headings will change to be email centric.

• View Document URL Option - Makes it easier to copy a document URL.  It is a separate option now.

• Configurable Email Attachment Naming - Cabinet Admins can now define whether to include the Doc ID or the Version when emailing an attachment.

• Email DeltaView Attachment - makes it easier to email a DeltaView attachment with the official version of the document it is attached to.

• DocsCorp Application Integration - allows DocsCorp applications to be invoked from within NetDocuments.

• Audit subfolders of large folders - when running Folder Import Utility, the audit now looks at subfolders for documents over 300.

• Simplify Folder Import - Folder Import Utility was rewritten to provide an easier user interface.

• Highlight Phrases in Document Viewer - this updated the Viewer for the new search engine to include displaying phrases.

• Importing Email attachments - Using the Outlook integration, when selecting only attachments, we note that the attachment names will be preserved.

• Green check-in button used to check in a document - now, if you click the green check in button, it will check the document in.

• Importing automatically opens browse dialog now - when you are importing documents, we now automatically open the browse dialog for you.

• Open in View Only mode available on Versions dialog - you can now use the Control key and click the name to open the document in read only mode.

• Sorted column now noted for all list views - the sorted heading is now displayed on all list views.

Previous Update - 2008 #1  - January 17, 2008 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X.

• Display Last Login - improve security by showing the last login on the Home page after you first login.

• Import profiling selection - improve the flow of the import page to reduce confusion.

• Copy Workspace Templates - allows administrators to easily copy workspace templates.

• Mass Export Dates - the export tool has been changed to preserve the last modified date.  The folder path is now included.

• Ability to create subfolders with the Mobile (ND2) client - can now create subfolders with the Mobile (ND2) interface.

• Remove from Import - can now remove selected documents from the new Import Existing Document option.

• Auto-complete on other custom profiles - it is now supported on all non-notes custom profile values.

• Un-deletes now tracked in History -  document history now includes a record for un-deletes.

• Renaming a folder now tracked in history - renaming of a folder is now logged in the history.

• Streamline registration dialog for NetBinders - the registration page has been simplified.

• Image Reviews - provides a streamlined method to review images and documents.

• Paperclip on msg files - msg message files will now show a paperclip on the icon if it contains attachments.

• Additional History logged - undeletes and folder name changes are now added to the history logs.

• Drag documents to a NetBinder - documents in the same folder as a NetBinder can be dragged into the NetBinder.

• Abbreviate nomessage: syntax - when forwarding an email to NetDocuments, if you want the attachment only, you can now use nm: also.

• Prevent importing potentially dangerous files - including exe, com, bat, js, vbs, and pif.  We currently prohibit cmd, dll, ocx, and pwl.

• Move/Copy option more prominent - these options on the Import page have been moved to the top for more visibility.

• Forwarding emails size limit - when forwarding emails into NetDocuments, the document size can now be up to 200MB instead of 30MB.

Previous Update - 2007 #6  - October 11, 2007 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X.

• Workstation Configuration Wizard - provides an easy way to push out users settings to new users.

• Purging records - provided as a fee-based option, documents can be purged from the repository based on specific criteria.

• Check out icon coloring - the black check mark next to a document is now green if the document was checked out by you.

• NetBinder New User Creation - when a new user account is created for a NetBinder, the user can now send and customize the welcome email.

• Import Official Version - On the import existing document as new version dialog, default the Official version dialog to checked.

• Document Name on View page - display the document name on the header of the View page.

• NetDocs Insert Multiple Versions - When the Version dialog is displayed when using the NetDocs Insert button, allow multiple version to be selected.

• Streamline Workspace selection - make it easier to file new documents into workspace folders.

• Sort Access View Dialog - Sort access list entries alphabetically on the Document Access List dialog.

• Transfer large documents with API - When using the SOAP API, file sizes up to 200MB can now be uploaded and downloaded.

• File Into Workspace - allow documents to file directly into workspaces.  Let cabinet administrator prevent this behavior.

• Connection Check - make it easier to recover documents when using the Save option when using the integrations and no Internet connection exists.

• EMS Re-profiling - when a previously synchronized message is moved to a new folder, EMS will stamp the new online folder's profile onto the message.

• Import page Formatting - make some formatting change to the Import page to make it easier to use.

• Import Multiple Documents - allow multiple documents to be uploaded at one time from the Import Existing Documents option.

• Background Document Uploading - perform some automatic upload/check in operation in the background so the user does not have to wait for the upload to complete before proceeding with other work.

• Title-only Workspace Containers - Allow folders and categories to be set to not show any detail in Workspaces.  Only title line will be displayed.

• Workspace Template ACLs - allow an access list to be defined for a workspace template.  These workspaces inherit this ACL instead of using profile-based security.

• Selecting folders in a list view - when checking the mark all box when the search criteria limits the search results to folders, mark the listed folders.

• Hide lookup tables from external users - Make the "Hide lookup table from external users" the default when creating new profile values now.

• ND2 Folder address - In ND2, add a link next to a folder to retrieve the folder address.

• Highlight Group Type on Admin page- on the cabinet admin page, when highlighting a name, change the text on the details to list internal or external depending on the type of the group highlighted.

• New Search Engine Proximity Searching - when doing proximity searches you can now use /# in addition to w/#

• Discussions display - user can now expand the discussion dialog.

• Cabinet Notify - add a notify on the cabinet information page to send a notification about a cabinet.

• EMS - Inherit profile values on EMS folder - when user level folders are created, inherit the profile values of the EMS folder.

• URLs in ND2 are shown as hyperlinks - email addresses and URLs are displayed as hyperlinks like we do in the cabinet page of the regular interface.

• EMS - Folder creation defaults to new folder - when creating a folder from EMS, it defaults now to a new folder instead of an existing folder.

• Creation of folders in Workspaces - when the auto-creation of folders is enabled in Workspaces, the limit has been raised from 200 to 400 documents.

• International date format - international date format is now displayed on the profile page.

• Basic Edition Tags - For the Basic edition only, a profile field is created to be used for keywords.

• Folder Import Utility - now has an audit feature which reports basic problems prior to importing.

• Application Integration links - clearer information is provided on the links for downloading the Application Add-ins under My Account.

• Workspace "Auto populate" limit increased - if you choose to use the option to automatically populate folders, the limit to do that is changed from 200 to 400 documents now.  If a Workspace has more documents than that, it will still be created, but the user will need to manually create the folders.

• Document Profile page supports international date display - if you are using non-U.S. date formats, they now work on this page.

• CC is now a selectable column for Workspaces - you can now choose CC as a column in a Workspace folder or category.

Previous Update - 2007 #5  - August 2, 2007 - 11:59 pm EDT (8:59 pm PDT) - requires a new Active X.

• Add Workspaces when adding documents - When adding or importing a document you can add a new workspace to your lists.

• External Indicators - Access Lists now show an indicator for external users and groups.

• History Version changes - now shows official version changes in the document history.

• Workstation Configuration Wizard - (This is available only as a beta) provides an easy way to push out users settings to new users.

• Integration Installation - provides an installation program for Office 2007 and Adobe 7.0 Professional integrations.

• Upload prior to processing - a document that is still checked out, is now uploaded when an action is performed such as Email copy.

• Email Specific columns - if your search criteria only includes msg files, the columns will automatically display as email columns, overriding the default settings.

• Add Workspace folder when filing - when filing a document, you can now create a new folder and file into a Workspace.

• Purging records - (This is available only as a beta) provided as a fee-based option, documents can be purged from the repository based on specific criteria.

• Folder option in Outlook NetDocs Add - when in select mode using the Outlook Add button, on a Cabinet page, the Folder option is now available in the menu.

• External Workspace View - better identification for what an external user can see on a shared Workspace.

• Access to Administration pages - prompts for accessing Repository and Cabinet Admin pages directly from the Browse page.

• Reorganize Workspace - allows an Administrator to restore a Workspace from the template.

• Auto-populate Workspace - when a workspace is created and documents exist, folders will be created based on a Profile attribute.

• Drag into NetBinder - On the folder page, you can drag documents into a NetBinder.

• Workspace External Rights - when creating a workspace folder or category, external users are not inherited from the Workspace access unless it is part of the template marked for external viewing.

• Category Current User for Emails - when using %CU% function, it will now include Email addresses as well as the users name.

• Profile Template on add document page - profile templates are now provided on the Import page when adding a document.

• Emailed in document attachments - when emailing into NetDocuments and using the NOMESSAGE: in the subject to only import the documents, they are no longer set as read only in NetDocuments.  This also applies when using the attachment only from the Outlook NetDocs Add button.

• Send alerts via RSS - users can now receive alerts via an RSS feed. Users can still choose to receive alerts via email also.  This will reduce redundant alerts.
   

Previous Update - 2007 #4  -  May 31, 2007 - 11:59 pm EST (8:59 pm PST) - requires a new Active X.

• Threaded discussions - The discussions feature now supports threaded discussions.

• Add Recent Workspaces to My Workspaces - you can now add workspaces from one list to the other.

• Localized dates on Edit Profile - Localized dates are now allowed on the Edit Profile page.

• Mass Import Emails - the mass import tool now can import email messages.

• Mass Import official Versioning - mass import tool can now define the official version when importing.

• Folder History - folders now provide a history.  It includes access list changes.

• Email multiple versions of a document - make it easier to send multiple versions of a document.

• User Preference for Key or Description - Users can now choose the default for finding key or description.

• Hide Access Lists - don't allow external users without S rights to see Access Lists.

• Profile Workspaces via Template - Allow profile values to be associated with workspaces via the template.

• Lookup descriptions on Edit Profile page - Display lookup descriptions on the Edit Profile page.

• Download Lookup Tables - Repository Administrators can download lookup tables stored in NetDocuments.

• Powerpoint Integration - provides saving and opening files from NetDocuments within Powerpoint 2007.

• Salesforce Integration Phase 3 - several changes to the integration.

• Remove "Products" from Salesforce Integration - Remove the Products links and S-control from the Salesforce integration.

• Shortcut for Administrators - Using Ctrl-Alt-Click on the Browse page on Repository and Cabinet names goes directly to the Administration pages.

• Moving documents out of a NetBinder - the Created and Created by information will not change when the document is moved now.

• Using Workspaces with External Users Easier - we have made a few changes to make it easier to use Workspaces with External users.

• Password resetting - we have made it so Forget Password link works for users who use automated login to obtain password resets when not using automated login.

• Quick Folder Profiling Performance improved - this program's performance has been improved when changing larger sets of profiles.

• MSG attachments now show on View page - when you are Viewing a MSG file with attachments, they will now show on the View page.

• Mark/Launch multiple versions - now have the ability to mark and launch multiple versions from the versions dialog.

• Delete web pages on Workspaces - users can now delete a web page that was added to a Workspace.

• Display Subject on Workspace - for categories with emails, you can now replace the title "Name" with "Subject".

Previous Update - 2007 #2  (March 1, 2007 - 11:59 pm EST (8:59 pm PST) - requires a new Active X.

• Respect Word 2007 default setting - when using the integrations, the Word 2007 application will respect the default setting.

• Document Review page - there is now a document review option when viewing documents. (additional fee may be required)

• Cabinet names in Activity report - the consolidated activity log now includes Cabinet names.

• Single Sign-On for ND2 - used by Salesforce customers when integrated with the Salesforce service.

• Display new NetDocuments icon - on the Browser address bar or Favorites, a new icon is now displayed.

• Check in button is now green - this button now matches the persistent check in button at the top right of the page.

• Shortcut keys in Excel integration - we now support F12, Ctrl-F12, and Shift-F12 for Save As, Open, and Save.

• Provide Email columns in Workspace view - From and To columns can now be displayed in Workspace columns.

Previous Update - 2007 #1  (Jan 11, 2007 - 11:59 pm EST - 8:59 pm PST) - requires a new Active X. (NOTE: This update will also include the changes previously announced for Update 6 which was not released earlier)

• Integrate with IE 7 Search Box - It is now possible to add NetDocuments as a search option under the Internet Explorer Search box.

• Check for Word as Editor in Outlook - when Word is set as the editor, you will now be notified when integrating with NetDocuments.

• Common order for options across views - On the list view pages, the options are now in the same order.

• Workspaces available with ND2 - Workspaces can now be viewed with handheld devices.

• Increase size of the folder rename field - more of the folder name is now visible in the rename dialog.

• Additional Salesforce integration - additional integration has been added to correlate with Salesforce Winter 07 release.

Previous Update - 2006 #6  (Dec 21, 2006 - 11:59 pm EST - 8:59 pm PST) - requires a new Active X.

• Maximum document size increased - The current maximum document size of 30MB has been increased to 200MB.

• Workspace Templates - now can be associated with Profile values.

• Internal User group - can now be hidden as other groups.

• EMS Long Subjects - EMS now truncates and imports emails with long subjects.

• Streaming folder display - folders with large numbers of documents are now displayed in a streaming fashion to display more quickly.

• Access List Display - Internal and External Users are more defined now.

• Excel Integration - title now shows the document name and the version number.

• Repository User List - Administrators can now print out a repository users list.

• Workspaces in ND2 - NetDocuments mobile service now provides access to Workspaces.

• Home page options - additional right click menu options have been added.

• Workspace Archiving - Documents associated with a workspace can now be archived.

• Workspace Template descriptions - are now available.

• Webfolders optimized - the Webfolders option has been optimized with the latest capabilities.

• EMS No Subject Sync - Messages with no subject is now synchronized.

Previous Update - 2006 #5  (Sept 14, 2006 - 11:59 pm EST (8:59 pm PST) - requires a new Active X.

• Support Windows Vista - When set as a Trusted Site, NetDocuments is now supported for Windows Vista.  This includes IE 7.0.

• Open Doc from View page - When viewing a document, an option is provided to open it also.

• Import as a new version - import a document more easily as a new version.

• ClickOnce Deployment for EMS Agent - now supports Windows ClickOnce install. (Requires a re-install of the EMS Client software.)

• Eliminate Deleted Items folder - deleted items are now accessed via a search.

• EMS Sync large Outlook folders - now support more than 500 items in an Outlook folder.

• Skip empty Home page - when a user has not modified a Home Page and has only one cabinet, they are taken to the Cabinet page.

• Salesforce Integration - initial integration via their AppExchange program.  Additional integrations will be added later.

• Word Integration Update - the supplied Word integration now puts the DocID in the footer among other changes.

• Briefcase mode - provides a better method for users to work offline on a set of documents.

• Folder Alerts - alerts can be defined to send a message when a document is added to a folder.

• Option to force usage of folders - this functionality has now been added as a Cabinet Administration setting.

Previous Update - 2006 #4  (July 27, 2006 - 11:59 pm EST (8:59 pm PST) - requires a new Active X.

• Advanced Search Auto-complete - this feature is now available on the Advanced Search.

• Expose document URL - the document open URL can now be easily copied.

• Folder selection improved - the left side of the folder selection no longer floats with the folders on the right.

• Active List Options Display - On the Active Documents list, options were changed to be similar to the rest of the service.

• Change Active Documents List - the name of this feature will be changed to Check In List.

• Populate Outlook Folders for EMS - you can now use My Matters to automatically create and profile folders for EMS in Outlook.

• Create a variable for Users in Searches - you can now enter a variable in the Advanced Search for the Created by field.

Previous Update - 2006 #3  (May 4, 2006 - 11:59 pm EST (8:59 pm PST) - requires a new Active X.

• Search within Workspace - Add a search entry field to the Workspace page. Simplify file extension searches on the Advanced Search page.

• Check in while logging out - when you click the log out link, it will now check in any documents that you have left checked out in that session.

• Horizontal menus - Change the top-level pages from the left menu layout to the new horizontal menu layout.

• Attachment links - If you are using the attachment storage method for DeltaView, it is now possible to view the attachment and open it from the Info dialog.  An indicator is also provided on List View pages to show which documents have attachments.

• Speed up folder lists - further performance improvement of folder lists for folder selections and the Browse page.  A side effect of this is that on the Browse page, it now works like Windows where the plus sign is there on all folders and when it is clicked, it will show if there are subfolders.

• Enhanced Folder selection Interface - the folder selection interface now looks more Windowy.  It is now easier to differentiate between folders and workspaces.

• Right click menus - Right click menus are now available on List View pages.

• Show all folders in selection - we used to just show those folders where a person had VE rights.  We now show those with V rights also.

• Home Page News Link - A new method for providing Update notices with the new menu structure.  There will be a green button next to the Logout button when there is a notification.

• AutoImport Modified date - Preserve the last modified date of documents when importing them via the AutoImport folder.

• Delete Folder and contents - the folder page now has the option of deleting the folder and the contents. (similar to Marked items when deleting two or more folders)

• Web-based Active List - improve awareness of the Active List by placing it on the browser interface.

• Active List prominence - the new Web-based active list is now displayed with a green button on the top right of the page.

• Multiple Workspace Templates - allow matter to be associated with matter types and create multiple templates. Each template can be linked to multiple matter types.

• Default Most Recent Folder - when selecting folders repeatedly, the last folder selected will now default.

Previous Update - 2006 #2  (Mar 16, 2006 - 11:59 pm EST (8:59 pm PST) - requires a new Active X.

• Email Management Service - this add-on paid service has been improved and we are considering whether to release it with this update.  That decision should be made by the first week in March.  It now includes all components including stubbing and deletion.  Requires .NET Framework 2.0 - If you do NOT have the .NET Framework 2.0 installed and you have EMS installed, it will no longer work when this Update is released.

• Adobe Acrobat Save Integration - provides an integration to save Adobe PDF files directly into NetDocuments.

• List View processing - improvements have been made for displaying documents in list views.

• Mass deletion for Administrators - new capabilities are provided to Administrators for document deletions.

• MTOM Support in APIs - support is now provided for the MTOM protocol, which improves uploads of documents when using the API.

• Servers updated to use .NET Framework 2.0 - this change provides a more robust and up-to-date environment for NetDocuments.

• Links (URLs) now open directly from within list views - when a link is opened from a list view, it now functions the same as it does from the home page.

• Mass Delete - ability for administrators to delete multiple documents at one time.

• Delta View storage options - With a cabinet level flag, you will now be able to store Delta View comparisons either as attachments or as linked documents as is currently done.  With the attachments option, one redline per document can be saved. (If this feature is used, it will most likely require additional training)

• Delta View keyboard shortcut - You can now use the F9 key to invoke the Delta View feature.

• Accelerators on View Page - Keyboard shortcuts have been added on the View page - (Ctrl+Shift+P) for Previous and (Ctrl+Shift+N) for Next.

• Recently Created Docs link - a link to the Recently Created Docs page is now provided on the Recent Created and Edited page.  It is still on the Search page also.

• Modified by is now Email Creator when using EMS - the Modified by field in NetDocuments is now stamped with the Email Originator when using EMS.

• Streamline Folder Tree deletion - it is now easier to delete a folder or folder tree with its contents.

• AutoImport Access - when using the AutoImport, you can now apply a set of security attributes to each of the documents.

• Unify Email Imports - all 3 methods for importing emails store the same metadata now.  Generally, the Last Modified information comes from the message and the Created information comes from the import process.

Previous Update - 2006 #1  (January 5, 2006 - 11:59 pm EST) - requires a new Active X.

• Matter/Project Centric feature - provides a new workspace concept for a grouping of documents for a matter or project.

• Improved display - all List View pages have been rewritten for improved processing.

• Active List shows # of documents - the Active List in the Windows Tray and the hover tip now shows the number of documents open.

• Automatic Check in Closed Documents - checked out documents are automatically checked in when selecting either a Navigation item or a marked item.

• Internal/External Groups - all security groups are designated as External or Internal groups and must contain the respective type of users.

• Absolute Profile-based Security - to make profile-based security more flexible, an absolute setting is now allowed.

• Flag to prohibit editing of old versions - There is a now a cabinet level flag that can prohibit editing of previous versions of documents in the cabinet.

• Delegate User Administration - Administrators can now delegate the portion of administration related to managing users in a repository.

• DeltaView and Workshare Professional - we are now integrated with the version of DeltaView that is included in the Workshare Professional 4.5 product.

• Inbox Inbound Mail flag - a user can now turn off emails being sent to their Inbox in My Cabinet.
   

Update - 2005 #8  (Oct 13, 2005 - 11:59 pm EST) - requires a new Active X.

• Direct Document Open - when a document is opened and closed, the profile will no longer appear. (See the NOTE below to learn how to use it)

• Multi-document open - open multiple documents at one time.

• Recently Edited Documents list - provides a list of last 40 documents edited by the user displayed as a tab with the existing Recently Opened Docs list.

• Special Searches - Recent Categories is now available on the Simple and Advanced Search menu under Special Searches along with Recently Created Documents.

• Improved Folder Import Utility - provides additional options to streamline the folder import utility provides a tabbed view of recent docs as well as adds tabs for recent folders and recent categories.

• Improve Quick Folder Profiling - contains additional options to improve the functionality of the feature.

• Preclude External users from adding documents - Provide Administrator ability to keep external users from adding documents in a cabinet.

• Profile Auto-complete - as you enter a table lookup value, it will "look ahead" and show you matches as you type.

• DeltaView Output naming - The DeltaView output document name is now based on the name of the modified document rather than the original document.

• DeltaView Auto Select - when selecting for DeltaView, the second document is selected automatically as the previous version.
  
  
  NOTE:  The Direct Document Open functionality requires you to work a little differently as described below:
   
  1.  When you open a document from a List View page, the page no longer switches to the Profile page.  Now the document opens directly and the page underneath stays the same.
   
   2. After you close the document, you will return directly to the List View page where you started.
   
   3. You must then click the red Check In button to complete the document check in - otherwise your changes will not be uploaded and the document will be left checked out.  Alternatively, you can right click on the Active List in your Windows tray and select Close to check in the document.
   
   4. If you navigate to another page or select an option on the List View page and do NOT click the red Check In button, the document will remain in the Active List and your changes will not be uploaded until you check it in from the Active List.  (The document will continue to have the black check box next to the name indicating that it is checked out, but it will not have the red Check In button if you navigate away from the List View page.

  Basic rule = After closing your document, check it in by clicking the new red Check In button OR right click on the Active List in the tray and select Close to check it in.

  (Your organization may be using an Application Integration utility that automatically checks the document in for you after you close it.  If you do not see the red Check in button or the black checked out icon next to the document name, then you will not need to follow the steps above.)

Update 2005 #7 (Aug 11, 2005 - 11:59 pm EDT) - requires a new Active X.

• Copy folder hierarchy - ability to copy a folder hierarchy and its contents.

• File System Document Links - allow links to documents and files on local file servers to be located in NetDocuments.

• Change Access for a Folder hierarchy - Ability to change the access list for a folder hierarchy including the filed documents.

• My Cabinet requires folders - documents stored in My Cabinet are now required to be filed into a folder.

• Quick links on Home Page - Links to web pages placed on a Home Page or a Cabinet Page now open directly in a separate Browser window.

• Email addresses in Cabinet description - if an email address is placed in a Cabinet page description, it now takes the user to a send mail dialog.

• AutoSync now set in the registry - Users can now enable the AutoImport's AutoSync extension from My Account instead of the command lines.

Update 2005 #6 (July 7, 2005 - 11:59 pm EDT) - requires a new Active X.

Update 2005 #5 (May 26, 2005 - 11:59 pm EDT) - requires no new Active X.

• Drag and drop from within a folder - ability to drag and drop documents into other subfolders in the folder and folders in the same tree.

• Navigate Doc List From View Window - ability to scroll through the viewer for documents in a list view.

• Highlight complete document row when checked - when a document is checked in a list view, the complete document row is highlighted for additional visibility.

• Select DeltaView renderset - a user can now choose a different render set when running the DeltaView comparison tool.

• Forced profiling of new documents - Administrators can now choose to only force profiling for new documents.

• My Account option is moved next to Help - for more consistency the My Account option is now always next to the Help option.

Update 2005 #4  (May 5, 2005 - 11:59 pm EDT) - requires a new Active X.

• Improved Login page - this page has been revised with additional links.

• Layout and Color changes - new streamlined User Interface providing more data visibility.

• Use full browser width - this will allow the UI to expand for the space available on the browser to better accommodate larger resolutions.

• Add multiple documents to the Home Page - users will be able to select multiple documents to attach to their Home Page at the same time.

• Show Folders on Info Dialog - a link to the Show Folders now exists on the Info dialog from list Views.

• Category Sorting - allows a user to define the sort order for display in list Views when creating a Category and for existing categories.

• Approve stand-alone documents - provide the ability to Approve a document that is not in a NetBinder.

• Avoid duplicate email imports - filters the same email being sent to NetDocuments.

• Hide NetBinder Access for View only users - options are removed for users of NetBinders who have View only rights.

• Home Page Drag and Drop change - you can now drag an item to an empty section on the Home Page.

• Drag and Drop on Browse Page - you can now drag and drop folders on the Browse page.

• Local Document Server Alpha Folders - LD Servers can now define a top folder level not tied to a profile value to improve the folder distribution.

Update 2005 #3 (March 24, 2005 - 11:59 pm EST) - does requires a new Active X download.

• Recipient's name on Notification messages - the senders name as well as email address will appear on Notification messages now.

• Record email sender and recipients - emails posted to NetDocuments not as msg files will now contain the sender and recipient information.

• Option to replace email message with link when using NDSync - users will now be able to use the NDSync for Outlook as an email archiving tool.

• Sharepoint integrations - integration with the Microsoft Sharepoint portal software.

• NDSync Initialization mode - facilitates migration of a user onto a new PC by restoring the files and folders on the server.

• ND2 Editing User Interface changes - improvements have been made to the ND2 interface when editing a document from a computer than can edit.

• Login performance improvement - login will be faster in many cases with this change which improves the caching process.

• Modified date preserved on imports - when importing using the Import Existing option, the last modified date is set to the original last modified date.

• Adjust My Cabinet defaults - My Cabinet is no longer shown on the Cabinet list when adding a document, unless you are in a My Cabinet folder.

Update 2005 #2 (February 3, 2005 - 11:59 pm EST) - does requires a new Active X download.

• Outlook Import Format Options - provide additional options for sending documents from Outlook to NetDocuments via the Integrations.

• Home Page Drag and Drop - provides option of organizing items on the home page by dragging and dropping them under section headings.

• Print document lists - Users can print a list of documents in a List View.

• Shorten URLs - URLs for Notification and alert email messages will contain a shortened URL to avoid wrapping problems caused by some email systems.

• Show a document's folder(s) - Option to show which folder(s) in which a document resides.

• Folder names can now contain commas - all folder names are now allowed to have a comma as a valid character.

• Copy Cabinet Page - when copying a cabinet you now have an option to copy the Cabinet page also.

Update 2005 #1 (January 6, 2005 - 11:59 pm EST) - does not requires a new Active X download.

• Edit Profile and Access List can now be selected from List Views - the options for Modify Access Lists and Edit Profiles on List Views now work for single documents.  If you select only one document in a List View and then choose one of these options, you will be taken directly to the specific Access list or Profile for that document or item.

• Display item count in folders - the number of items visible to a user in a folder is now shown at the bottom of a folder.

• Profile Edits in History - Changes to Profiles are now recorded in the document History.

• Relative dates in Searches - when using a relative date in searching, you no longer have to enter the ending date. It defaults to today's date (0).

• NetBinder Administration - Administrators are now prompted to remove users from NetBinders at the same time they are removed from a Repository.

• Calendar formatting - the Calendar option displays the current calendar at the bottom of the page instead of the link.

• AvantGo discontinued - the AvantGo feature is removed because of improved wireless functionality available via the ND2 Interface.

• Log document exports - in the Consolidated Logging Service, the following is recorded, Local save as, email copies, and Move to another cabinet.

• Prevent moves out of repository - Administrators can now prevent documents from being moved out of a repository to another Cabinet.

• Record email date - Messages imported into NetDocuments, now sets the Last Modified date to be the message sent date.

• Google Single Sign-on - Users with Google integration now have Single Sign-on capability.

Update 2004 #9 (November 18, 2004 - 11:59 pm EST) - requires a new Active X download.

• Quick folder Profiling - provides users a new option to quickly create new folders and subfolders and their associated Profiles.  This feature is especially useful for users setting up folders for the NDSync for Outlook or Windows feature.

• Support for Windows XP Service Pack 2 Phase 2 - User Interface changes to better accommodate requirements in Windows XP Service Pack2.  These changes streamline and simplify the pop-up dialogs and allow NetDocuments to function without being set as a Trusted Site.

• Extended Searching Enhancements - Additional capabilities will be added related to security and searching for the Local Document Server.  These changes will allow us to provide an interface to a number of search engines, one of which will be Google.  This feature is a fee-based option.

• Import Documents with the ND2 Interface - on devices that have local storage, ND2 Interface users will now be able to import documents into NetDocuments.

• ND2 Pricing changed - the ND2 interface is now available without charge for desktop configurations used for primary access.  It is charged only for devices such as Blackberrys and other handheld devices used as secondary access devices.

• Documents pushed to Blackberrys - using the Blackberry "Push" technology for notifications and alerts, documents are now uploaded to the Blackberry when the email is delivered for quicker access to the documents.

• Virus Checking Add-on - a new feature to allow customers the added protection for their documents against Viruses at the server level. This feature is a fee-based option.

• Refinements to NDSync - additional changes to improve NDSync related to Outlook and Windows.  Outlook will provide one-way synchronization and a method to deactivate NDSync will be provided.  It also can be used with multiple folder trees in Outlook.

• Search Date Entry - the Advanced search accepts dates in the user's local format now.

• Folder Import Logging - the Folder Import tool now provides logging when importing.

• Lexis CheckCite Integration - users who have the CheckCite v8.0 software installed with a Lexis account are provided an integration with NetDocuments.

• Administrator alerts for NetBinders - Administrators now receive an alert email when a NetBinder Contact is added to a NetBinder by a Repository User.

• Zero can be entered for date searches - users can now enter only a zero when doing relative date searches, whereas previously a plus or minus had to also be entered.

Update 2004 #8 (September 30, 2004 - 11:59pm EST) - requires a new Active X download.

• NDSync for Outlook - NOTE: This feature along with the NDSync for Windows, which was made available previously, will be made available with this update only for a few selected beta sites.  It is anticipated to be released for production at the end of the year (2004).  Customers who may be interested in reviewing it before it is officially released, should contact NetDocuments Sales for more information. 
  
  NDSync for Outlook allows a user to define a set of Outlook folders where any email placed into them will be synchronized with corresponding NetDocuments folders.  Once synchronized, the emails are available via the Outlook interface and are also available in NetDocuments to all users with rights. This is a separately priced feature along with the NDSync for Windows feature made available previously. Please contact NetDocuments Sales if you have interest in purchasing this feature.  More information is provided in the Help.

• Save Local Copies Security - a Cabinet Administrator can now define a User Group for the purpose of restricting the usage of the recent Save Local Copies feature to only members of that User Group.

• Reject multi-address incoming email - disallows an email being sent to more than one NetDocuments email address.  You can still use multiple email addresses, but only one NetDocuments email address that points to either a folder, category, or document.

• Incoming email source restrictions - provides a Cabinet Administrator the ability to restrict who can email documents into a Cabinet if desired.

• Recent Categories List - provides a new menu option in the Navigation section of the menu to more easily access recently used categories.  The last 10 categories accessed are displayed in the dropdown list.  The feature also provides two new canned searches for a user to locate "Documents recently created by the User" and "Unprofiled documents created by the User".

• Support for Windows XP Service Pack 2 Phase 1 - initial changes to better support the new Windows XP Service Pack 2.  These changes will be invisible to most users.  A second part of this enhancement streamlines the interface by eliminating some of the pop-up dialogs so that it works better with the Service Pack 2 changes. 

• Default List View - this change allows Administrators to set a Repository level flag to provide users with a default List View format.  It does not affect existing users nor users who have defined their own List View format.

• Excel Application Integration - provides an integration for Excel with NetDocuments.  This can be downloaded from Help, Resources, Software Downloads.  It will not work with older Excel versions.  It is available without charge.

• API Change for integrations - when using an integrated application, and saving a document, you will now be returned to the last accessed page instead of the Home Page.  This will only work with integrations that have been updated to accommodate this change.

• Checked out icon now available on NetBinders - the new "checked out icon" displayed on List Views is now also available on documents displayed in NetBinders.

Update 2004 #7 (August 11, 2004 - 11:59pm EST) - requires a new Active X download.

• NDSync for Windows - provides an option for a user to work from their Windows folder environment and have their documents synchronize automatically to NetDocuments. This is a separately priced feature. Please contact NetDocuments Sales if you have interest in this feature.

• Save Local Copies - provides an option to copy and save a set of documents to a local disk or to a CD.

• Checked out Display - display Checked out status on all list views. Consolidate Profile option into Info option.  The Profile options are accessed via the Info link.

• Accelerators for Navigation Menu - provide shortcut key options for items on the Navigation menu.

• Paragraph format for list views - provide an alternate display of document information on the list views.

• Check in/out on ND2 Interface - provide the ability to check a document out or in on the ND2 Interface, if your device supports it.

• Navigate up a folder tree - when selecting a folder, you can now navigate back up the folder tree.

Update 2004 #6 (June 30, 2004 - 11:59pm EST) - requires NO new Active X download.

• Blackberry/PDA/Universal Access - Integration with various devices including non-Windows based computers. Because of the limitations of some devices editing of documents may not be available.  A future update will include a checkout option to edit documents on devices which have edit capabilities such as MACs. This is a separate fee-based feature.

• Forced Check in improvement - when a document is checked in by someone other than the current person, the edits are saved back as a new version of the document.

• Partial Folder Profiles - to better facilitate the creation of folders, the completion of partial Profiles is now allowed.

• Profile inheritance for subfolders - when creating a subfolder, it will now inherit the parent's profile values.

Update 2004 #5 (June 3, 2004 - 11:59pm EST) - requires a new Active X download.

• Folder Access Inheritance - a cabinet can be setup to have documents inherit the Access rights of the folder they are placed into.

• Folder Profile Inheritance - Documents moved to folders will now inherit the profile values of the folder.

• Outlook Folder Integration - when using the Outlook integration Save button, users now have the option of saving the email in either Outlook .msg format for archive or standard format for editing.

• Add to Outlook button - the document email address dialog now has a button to easily add it to your Outlook address book.

• Document Tree Import Utility - facilitates importing of documents on a PC based on a folder tree.

• Security Templates - provide 4 security templates per user per cabinet for quick application of security to a document. (this feature must be enabled by NetDocuments personnel)

• Create new folder on the fly - when filing a document and using folders, you can create a new one on the fly.

• Repository Stop word list - provides administrators the ability to define oft used stop words unique to the Repository.

• Simplified Access Display - when the Access List is selected, it will first display a view only listing of the security.

• Add Validate button on Edit Profile - A button is added to allow validation of fields without exiting the dialog.

• Additional enhancement for AutoImport - the AutoImport Autosync is improved to automatically start the Synchronization dialog (process).

• API change for partial Save As New Version - For users with 3rd party integrations, this enhancement will allow edits to be split among versions.

• Prevent additional options in Archive Cabinets - preclude the use of Alerts and Check Out options on Archive Cabinets

• Quick Access Display - Add to Categories and Folders as was done previously to documents.

• Search Cabinet Display - the first cabinet selected will now appear at the top of the list instead of the bottom.

Update 2004 #4 (April 23, 2004 - 11:59pm EST) - requires a new Active X download.

• Optimize Access List - improves performance of access list display.

• Lookup dialog Next button - users can now "next" through a list of values when there are more than 500 values in the list.

• Ability to search all words in Profiles - all words, including stop words, are now searchable in Profiles. 

• Emailed documents inherit profile values - allows a user to email a document to another item's address in order to inherit that items profile values.

• Search deleted items - users can now search documents which have been deleted and are in the Deleted items folder.

• Archival Storage - Additional service providing an archival storage option.  This option may be fee-based.

• Cache Search Results - to provide additional performance, Search results will now be cached for a period of time following a search.

• Local Document Server Restart - server process now restarts itself, if it terminates abnormally due to a communication problem.

• Active List change - once the Active List has been displayed, it remains visible until the user explicitly closes it.

• Programmatic Query - provides API method for initiating searches from an external system.

Update 2004 #3 (March 19, 2004 - 11:59pm EST) - requires a new Active X download.

• Profile templates - provide 5 user-defined templates to assist users in creating new Profiles. Includes all Profile field types.

• Additional integration with DeltaView - a more seamless integration will be provided for DeltaView users for version 2.8 and 2.9 of the Workshare DeltaView product.  NOTE: Prior versions of DeltaView will not work with NetDocuments using this integration.

• Recent Edited Documents list expands to 40 documents - the list will now display 40 items instead of the current 20 items.

• Administrator Password Resets - Repository Administrators will be able to reset passwords for users in the same registered domain.

• Echo Synchronization made more robust - when documents are being synchronized and an error is encountered, the process continues instead of halting.  An error message is provided when it completes to explain what occurred.

• AutoCompletion of Validated Profiles - Data entry on the Edit Profile dialog quicker and easier by allowing entry of a first character and then displaying the nearest matching value.

• Automatic AutoImporting - with the addition of a command line switch, "/autoSync", documents placed into the AutoImport folder will be imported automatically.

Update 2004 #2 (January 29, 2004 - 11:59pm EST) - requires a new Active X download.

• Link Documents - provides an option to conveniently "link" or relate 2 or more documents together by inserting each document's Doc ID into each related Profile.

• Administrators will now be able to change email addresses - if a user is part of the administrator's domain, the administrator will be able to change a user's email address from the Administration page, User Details.

• Profile Indexing Enhanced - All characters and numbers are indexed in all Profile fields.  Previously, stop words were not indexed.

• Record Document Deletion in History - document history will now contain a record for document deletions.

• Optimize Login - login speed is improved, especially when a user is in several groups and is a member of several cabinets.

• Forced Check in UI Improvements - improved text when forcing a check-in of an open document.

• Optimize document deletion - the process of moving a document to the Deleted Items folder has been optimized.

• Info dialog now show checked out information - this dialog has been modified to show the Checked out information.

• Internationalization Improvements - list view pages now display dates in the format customary to the region of the user.

Update 2004 #1 (January 8, 2004 - 11:59pm EST) - requires a new Active X download.

• Indexing Performance Improvements - further performance improvements have been added to the indexing of documents.

• Outlook integration for document attachments - users will now be able to attach documents located in NetDocuments to emails directly from the Outlook interface.  Go to My Account, Application Settings, Install Outlook Integration to activate this feature.

• Multi-document print - from any of the lists, users will be able to select multiple documents for printing.

• History Access changed - Internal users can now view document Histories with V rights.  External users need ES rights.

• Stop words can now be used in custom profile fields - custom Profile tables, except for Notes type attributes, can now contain stop words which will be indexed.

Updated December 12, 2003 (12:01am EST) - requires a new Active X download.

• Copy/Email from Versions - these options are now available from the Versions dialog.

• SOAP-based API - the new API now provides support for the industry open standard of communication for XML and web pages.

• Improved Validation Table loading - Validation Table loading is now performed asynchronously making it more scalable and reliable.

Updated November 22, 2003 (12:01am EST) - requires a new Active X download.

• DocID in document properties - the document ID is no longer used in the Word document properties.

• Checked out categories - categories that get inadvertently checked out, can now be checked in by the users.

• Hover tip for folders - top-level folders on a user's home page, will now have a hover tip showing the cabinet.

• Save Local in Reference Integration - the reference integration provided for NetDocuments now has a save local option.

Updated November 15, 2003 (12:30am EST) - Active X download not required.

• Administrative messages are displayed on the Home Page - this allows the messages to be viewed by users who use the automated login option.  It will be visible on the left side of the user's Home page, underneath the options.

• Search improvements - various improvements to the code to improve searching and indexing.

• Viewing documents - documents greater than 3MB in size will now require the application to view or open them.  Larger PDF files will still be viewed with the Acrobat viewer.  This change takes advantage of the local application software when viewing larger files.

• Local Document Server improvements - the LD Server is now more robust in resuming operation after a server connection has been interrupted.

• Folder identification on Home Page - folders on a user's Home Page now have a hover tip to identify the parent of that folder.

Updated October 2, 2003 (8:00pm EDT) - requires a new Active X download.

• Options is renamed to Profile - The Options link on the folder page, etc. is now replaced with the word Profile when referring to the Profile page.

• Reposition Edit Profile - on the Profile page, the Edit Profile option is now moved to the Options menu.

• Notification list renamed - when multiple documents are notified, the title is now Document List, instead of search results.

• Automated Login streamlining - when using the automated login option, the login process has been streamlined somewhat.

• Administration Performance improvements - various administrative functions have been improved.

Updated September 15, 2003 (8:00pm EDT) - Active X download not required.

• Preserve NetBinder Document IDs - documents being moved into or out of NetBinders will retain their original document IDs.

• Provide Carbon Copy option for notification - Provides ability for recipients to see others who received a document notification when not using the MAPI integration.

• Quick access to the Security dialog during the Import process - whenever a document is imported, users will have the option to modify the document rights during that process.

• Display other (carbon copy) Notification recipients - when using standard Notifications, email messages will include all recipients.

• Ability to copy to a folder/cabinet - you now have the option of selecting a different folder/cabinet when copying a document.

Updated September 2, 2003 (8:00pm EDT) - requires a new Active X download.

• Active Login - NetDocuments users can enable an automated login option in My Account, if the users organization utilizes Microsoft Active Directory services. (requires Active Directory Services and Windows XP and higher client machine and only works when that Service is available to the user)

• Active Security Integration - optional paid feature which provides the ability for the administrator to restrict the NetDocuments access only to individuals assigned to a specified domain.  If the option is set and a user accesses NetDocuments from outside the domain, access will be denied. (requires Active Directory Services and a Windows XP or higher client machine and only works when that service is available to the user)

• Partition External Users in a Repository - provide the ability to include "external" users as part of a repository membership for extranet purposes.

• View-only extranet options - external people in an extranet who have View rights only to a document have a limited feature set.

• Persistent Repository on searches - add persistence to the Repository field on the Advanced Search page.

• Document Selection in API - provide method to allow a user to select a document for subsequent action to be used for merge operations, inserting a file into another file, documents comparisons, etc.

• Multiple document MAPI Notifications - provide option to send notification for multiple documents using a MAPI interface to your local email system.

Updated July 30, 2003 - requires a new Active X download.

• Most recent personal lookup values - for faster Profile creation, the most recent lookup values entered in each table-driven Profile field will be cached for each user.

• Search by Calendar Event date - provide a searching mechanism for calendar dates by selecting the "ndcal" extension during searches.  Calendar date ranges will appear.  This allows Categories to be easily created to manage calendar events.

• Improved Document links in Profiles - improved ability to view documents that have common ID links in the profile fields. An option now appears on the Profile, called Linked documents, which shows other documents which may be linked to the current Profile.

• Improved Import Utility - the import utility performance has been greatly improved and users can now be specified by email address or username.

• Create and modify Categories via the API - add a new call to the API to facilitate improved usage of Categories with the API.

Updated June 23, 2003 - requires a new Active X download. 

• Cabinet Pages - ability for a cabinet administrator to create a page similar to a users Home Page, which will be a view for all cabinet users to use to access documents, folders, etc in the cabinet.  It will be used primarily for Extranets, but will be available for all cabinets.

• Add subsequent merges to the Merge option (append versions) - this allows subsequent merges to be made and user selection of order by using the Mark and Launch feature.  The feature will be now called Append Versions available under the Mark/Launch option.

• Versions added to list views - users can add a column on views such as folders, search results, etc. to see or access additional Versions.

• Assign version number after version is created - avoids "wasting" a version number when canceling the creation of a new version.

• Notify Others link added to the Info dialog - the File in Folder option in the Info dialog is replaced with the Notify Others option.

• Worklist renamed - to Recently Opened Docs to improve user understanding and to avoid confusion with work accessed from Home Pages.

• Streamline Browse Cabinet page - reformat display so it only displays the related cabinet information.

• Multi-day Calendar events - provide ability to input a date range for a Calendar Event.

• Edit Profile prompt when copying - when a stand-alone document is copied, the user is prompted for the Edit Profile dialog.

• Show access list for new categories - when a new category is created, the user will be prompted with the access list.

• Administrator deletion option - an administrator can determine whether users or just administrators can permanently delete documents.

Updated May 22, 2003 - requires a new Active X download.

• Alerts for single documents - Alerts are now available for single documents.  Previously they were only available for NetBinders.

• Clear option added to Edit Profile - A clear option is added to the Edit Profile page to clear all populated fields.

• Undelete a document directly back into the Cabinet - Provides ability to Undelete from the Deleted Items folder into a folder or not.

• A Clear button is added to the Edit Profile page - the button was added to faciliate the clearing of all entries on the Profile.

• Removal of FAX number information - removed FAX information in My Account since NetDocuments no longer provides direct support for J2.  Of course J2 faxing, or other similar faxing services can still be used with NetDocuments.

• Create Cabinet Templates - ability to be able to clone cabinets, folders, etc.

• When copying a document, last modified set to current user - the current user is now shown as the Modified by person.

Updated April 30, 2003 - requires a new Active X download.

• API Save as new Version improvements - after creating a new version, a user will be taken back to the document instead of the Home Page with the Profile displayed in the browser.

• Eliminate Options dialog display when adding a document in a NetBinder - this streamlines the adding of documents in a NetBinder.

• Last Name First - on various list views, the names will be displayed and sorted by last name first.

• Profile Field defaulting - a profile field can now be designated to effect defaulting of the remaining fields appearing below it based on the value entered.

• "Personal Address Book" name changed - the name was changed to "NetBinder Personal Contacts" for better user understanding.

• Fix login page cursor "jumping" - prevents accidental typing of password in the username field because of slow page loading.

Updated April 14, 2003 - requires a new Active X download.

• Add Item - Cabinet Default - when adding a new item, it always defaults to the first cabinet other than My Cabinet.

• Email Reply tracking - if a NetDocuments user sends an email with an attached document from NetDocuments and the recipient edits the document and mails it back and that document is imported back into NetDocuments using the NetDocuments Outlook integration button, it will be added as a new version to the original document.  This is also the case, if the document is imported via the ND AutoImport folder.  The standard NetDocuments document import will continue to import any document as a new document.  To be used, a user must download a new Outlook Integration by going to My Account, Applications Integrations.

Updated April 3, 2003 - requires a new Active X download.

• Hide Category Profile - when creating a new Category, the Edit Profile page does not show by default.

• Streamline open and close UI - some dialogs were eliminated when adding, opening, and closing documents.

• Browse Auto Import and Echo Directories - A user can now access either of these directories directly from the Active List using the View option.

• Top level folder defaulting - the access list for shared top level folders now defaults to the folder creator only and prompts with the Access List.  Previously it defaulted based on the cabinet and are prompted with the Access List.  Access to shared subfolders still defaults to the parent folder as it always has.

• Add related document links in Profiles - provide ability to add links to other documents in a document Profile field using the Doc ID.

• Cookie management added to the Logout option - when a person logs out, the current session cookies will be removed providing improved management of the service.

Updated March 6, 2003

• Updated Office Graphics - all Microsoft Office graphics are updated.

• Improved memory management - changes were made to improve memory management to preclude unexpected login restarts.

Updated March 1, 2003

• Update code to Microsoft .net architecture - provides the latest software platform for operation of the NetDocuments global document service.

• The term "Customize View" is changed to "Choose Columns" - this UI change is made to provide better understanding to users.

• Attribute-based security doesn't remove A rights users - when this security feature is used, any user with A rights, remains in the Security list.

• Edits in the Echo directory are now logged - any edits made to documents in the Echo directory are now logged in the document history.

• Change Profile default when using the AutoImport feature - the option to profile all documents with the same profile is now defaulted Off.

• Changed Advanced Search page initial focus default - when the page is accessed, the default focus is now the Document Name, not content.

• Email Copy option naming changed for consistency - the option is now called Email Copy or Email Copy of this document.

• Clear search criteria link moved to the top of the page - the Clear button is moved to the top of the page.

• Improved layout of the Advanced Search page - more space is provided to display custom profile fields.

• Mass change of ACL - ability to change the Access list of multiple documents at one time.

• Mass profile field change - ability to change a profile field value for multiple documents at one time.

• Multi-attribute security - provides the option to base security on more than one profile attribute.

• Task bar naming changed for NetBinders - a NetBinder name in the task bar is now preceded by the word "NetBinder".

• Search Repository Default - the default search repository is set to All Repositories instead of last folder accessed.

Updated December 30, 2002

• Attribute-based Security defaults - a primary security default based on a profile field can be set.

• Echo Synchronization - documents can be automatically uploaded from a designated directory and also synchronized from the echo directory.

• Support for the Volo AutoCad Viewer - a user can now view AutoCad files using the Volo View Express viewer.

• The PDF streaming setting was modified - the question in My Profile for setting PDF streaming has been changed to provide more flexibility.

Updated November 27, 2002

• Set initial password - Additional flexibility for administrators in creating new users.

Updated November 16, 2002

• Enhance usage of multiple documents simultaneously - provides improved functionality when working with multiple documents.

• Application Integration from MacPac - integration with the MacPac product to enhance access and creation of documents (available now, officially released in December 2002).

• New Advanced Search UI - UI will be changed to better facilitate Custom Profile fields.

• NetEnvelope change - The NetEnvelope functionality will be discontinued since it is redundant with the features of the NetBinder.

Updated October 18, 2002

• Custom email notifications - Custom messages can be added to the notification messages, as footers, at the Cabinet level.

• Improved folder sorting - Streamline name sorting in folders for descending and ascending view.

Updated October 11, 2002

• PDF byte streaming - streaming for PDF files is supported for documents which were optimized by the creator.

• Integration with DeltaView - this change provides an integration with the DeltaView redlining software when using NetDocuments.

• Creation rights for Folders - a change is made to require S rights instead of A rights to create a subfolder.  Edit rights will still be sufficient to create subfolders where a user has sole access to the parent folder.

• Cabinet Administrator information - The name and email of the Cabinet Administrator is now available on the Cabinet Info page.

• Combine documents to create versions - option to roll up several documents into a new document as versions of that document.

• Enhance Home Page - provide more streamlined option for a user to send a shortcut to another person to add to their home page.

Updated September 30, 2002

• Echoing Administration - Allow Cabinet Administrators to limit echoing status for specified users.

• Application Integration - Integration with Microsoft Word XP to allow document ID/profile information inserted into a document's footer. Capture and force Save, Save As, Open, Worklist, Search to go to NetDocuments from within Microsoft Word.  (Provided by Esquire Innovations as an integrated component and delivered with NetDocuments.)

• Hover Tips for Calendar Date - includes the display of Calendar Dates as hover tips.

Updated September 14, 2002

• Capture Outlook Message headers - when an email is captured, the headers will be included.

• Improved stand-alone Profile layout - the Profile layout has been improved for better visibility of key information.

Updated August 31, 2002

• Profiled Folders - provides additional benefits for folders to include the ability to share and set security by individual and groups at the folder level including "hiding" folders and to search on folder names.

Updated August 14, 2002

• API enhancements - includes improvements when writing utilities to import documents.

• Personal Storage - remove a no longer used feature related to personal storage and Service Accounts.

• Required profile attributes - note which attributes are required on the Edit Profile page.

Updated July 31, 2002

• Local Document Server  - this software provides the option of installing a local server which contains a copy of all documents located on-site at the Service Account. (This software is licensed and priced separately)

• Edit Discussions in any NetBinder - when a discussion exists in a NetBinder, all people accessing it can add to the discussion, regardless of their rights.

• Increase lookup records display - when displaying records from a lookup table, show up to 500 now instead of up to 20 at a time.

• Change access default for Categories - The default rights for Categories will be changed to be just the creator instead of the cabinet default rights. (Access Rights Lists for Categories created prior to this update will not be changed automatically.)

• Simplify adding alerts to NetBinders - simplified UI to add an alert to a NetBinder.

Updated July 12, 2002

• Cabinet selection when Searching - provides an additional level of searching capabilities at the cabinet level.

• Additional Password security - additional password security measures added to strengthen password functionality.

• Zero click certificate-based login - provides additional functionality when using a digital certificate to login, eliminating multiple subsequent logins.

• Enhancements to Validation Tables - validation table records can be flagged as inactive and can be updated incrementally.

• Advanced Search Validation Table lookup - ability in the Advanced Search to select values from validation tables for table-driven attributes.

• Search for incomplete profiles - ability to search for incomplete profiles.

Updated June 16, 2002

• Introduction of Categories - Categories will be introduced providing a dynamic method for collecting common documents based on Client, Matter, full-text, and other metadata.

• Additional options from within Categories and Search Results - additional options are provided from the Search Results page for multiple documents at once, including File in Folder, Emailing, Move to NetBinder, etc.

• Search operator to locate documents with incomplete Profiles - this operator provides the ability to search for profiles where required profile fields have no value entered.

• Logo for each Cabinet - a graphical logo can be displayed under the services bar when inside of a cabinet. This will be used primarily for client extranet projects.

• Advanced Search Lookups - for table-driven custom profile fields, a look-up table is provided when performing Advanced Searches.

• Renaming of Corporate Account terminology to Repository - provides a more descriptive term for the service.

• Import Utility - released a software component to facilitate mass importing of documents from an outside file system. (This software is licensed and priced separately)

Updated May 10, 2002

• User Definable Home Page - this feature allows each user to add custom shortcuts or favorites to specific documents, cabinets, service accounts, etc., to his or her Personal Document Page (also referred to as the Home Page). Multiple section headings can be created to help organize the documents that you use the most and need to access quickly. Refer to the specific Help page for more detail.

• Outlook Attachment Integration - this feature allows you to import a document attaches to an email into NetDocuments and enter its profile from a button on the Microsoft Outlook client interface.

• Ability to more easily Move/Copy documents in a NetBinder - An option is being added to move or copy documents that are in a NetBinder.

• Ability to move to a folder within a Cabinet - you now have the ability to move a document to a different cabinet and to a specific folder in the cabinet.

• Ability to include a NOT operator when searching - searches can now include a NOT operator for more flexibility in defining searches. 

• Email attachments into NetBinders - whenever an email is sent or forwarded to NetDocuments that has one or more attachments, it is always placed into a NetBinder with the Cabinet default access.

Updated April 19, 2002

• Validation of Custom Profile Fields - Enterprise Corporate Accounts will be able to feed information to validate custom fields that they have setup. This feature is only available for the Enterprise service level.

• Revised Edit Saved Query Criteria - this page has been changed to be similar to the Advanced Search page to provide easier editing for users.

• Default application when Adding a new Document - when you add a new document, the application will now default to the previous application that you selected. For example if you last created a Microsoft Word document, and you wanted to create another document, the application type, would default to Word.

• Search multiple Document IDs - provides the ability to search more than one document ID during one search. This is especially useful for Saved Queries of favorite documents.

• Search relative dates - you now have the ability to enter a "relative" date, which allows you to locate document lists such as "all documents that were created during the last week".

• Back-end Versioning - this change allows a user to edit a document and then decide if it should be saved as a new version as opposed to overwriting the original text. This feature is only available for accounts with Versioning.

• Multi-name Select in Notifications - This option allows you to select multiple names on the Notification dialog using the shift or the control key.

Updated April 1, 2002

• Change the automatic logout from 20 minutes to 45 minutes - This change will provide additional convenience for users, especially when working in their offices. NOTE: This change took place prior to the release on March 28, 2002.

• Definable Search Results and Worklist pages - ability to define your own Search Results display fields. Also includes the ability to select a column to sort. This feature is available for all users, but is more beneficial if you are using Custom Profile fields which are available for the Enterprise Accounts.

• Sorting columns in Search Results and Worklist pages - this change allows you to sort columns of data on either of these two pages.

• Document Comments (Notes) - capability which is part of the Custom Profile fields for documents. This commenting feature is tied directly to a document, unlike the Discussions feature, which is independent from documents. This feature is only available for the Enterprise service level.

• Search Queries - Search Queries can be saved, assigned access rights, stored unfiled or in a folder, and activated from multiple locations by clicking the stored link. This feature is only available for the Enterprise service level.

• Search Result Highlighting - By selecting the View option for a document, you will see the words highlighted that were part of your search criteria. PDF files are not included in this change. This feature is only available for the Enterprise service level.

• Limits on using more than one account with the same email address - Created to provide better security for user accounts. Users will be restricted from creating more than one account with the same email address. This change does not affect existing accounts that may point to the same email address.

• Better provisioning for Profile Edits of new documents - This change provides better prompting for custom Profile fields when adding or copying new documents. This feature is only available for the Enterprise service level.

• Search on application extension - this feature allows you to search on application extension, such as .doc for Microsoft Word, .xls for Excel, etc.

• Client API - provides ability to access Profile data to be used in Word and other Macros.

Updated March 9, 2002

• Change NetBinder Notifications - with this change, when a NetBinder or its contents are modified, the popup notification dialog will be eliminated. The Notify Others button will appear instead in the top right corner of the NetBinder, so a user can click it to notify recipients of changes. This change creates a distinct difference between the Notification and Alert functions. When a Notification is sent, everyone on the list will be sent the N notification. The Notifications will now work the same as on a stand-alone document. Senders can include a custom message in a Notification email.
  
  When an Alert is setup by a recipient on a NetBinder, that recipient can define the Alert to be received for certain documents and editors in the NetBinder. NOTE: Alerts are available only on NetBinders. Stand-alone documents and other objects outside of NetBinders, do not have the Alert feature.  
  
  Notifications are now initiated by the Sender and Alerts are initiated by the Recipients. If a sender sends a Notification and a recipient defines an Alert, the recipient will get both messages. The Notification will always be sent to the Email address in My Account for all users. An Alert can be setup to be received at one or more email accounts, cell-phone email address, etc. as defined by the recipient on each NetBinder.
  
  All existing NetBinders will have an Alert defined. If you want to eliminate the Alert on a specific NetBinder, open the NetBinder, then select the Edit Alerts option and select the Delete option. You will then only get a message, when the Sender chooses to send a Notification message.

• Define a Custom Profile Date field - an administrator will be able to define a date as a custom profile field. This feature is only available for the Enterprise service level.

Updated February 25, 2002

• Calendaring feature - allows calendar items to be created. This feature also includes an integration with Outlook for users who are using that email client. Calendar events can be created independent of documents or can be related to documents using the Custom Profile capability. It also provides a consolidated calendar view for each user. All of the calendar feature is protected using the same security as documents at the individual or group level. This feature is only available for the Enterprise service level.

• Cabinet Admin Link - the Cabinet Admin link which is currently located on the Browse Cabinet page following the cabinet name, has been moved to the Cabinet Info page which is also displayed following the cabinet name. If a person is a Cabinet Admin, the Info link will have an asterisk. To access the Cabinet Administrators page, click the "Info" link, then select the "Admin" link next to the Cabinet Information page heading. The purpose of this change is to improve the display of the Browse Cabinets page for Administrators.

• Browse Cabinets page links - for Corporate Account names and Cabinet names, if you click the name, it will now expand the same as if you click the "plus" symbol.

• My Profile - is being changed to "My Account" to help avoid confusion with the document profile terminology.
  Designate required custom fields - if you have the Enterprise service and are using the custom profile fields feature, any field that you designate as required will be flagged with an asterisk on the Edit Profile page. This change is to streamline the profile creation process.

• Notification Attachment Links are replaced with regular inline links - For all notifications and alert email messages, the attachment link will be eliminated and the link to the documents, NetBinder, or NetEnvelope will be via a link within the body of the email message. This change was made for ease of use and functionality.

Updated February 1, 2002

• Discussion feature - introduced which allows users to create discussions independent from documents with all of the security available for documents. This is a feature only available for the Enterprise level service. Sometime later in February, we will also introduce a new Comment or Note feature that will provide unlimited commenting capability at the document level. This feature is available through the Customized Profile feature for Enterprise customers.

• Add Item - the "Add Document" option was replaced with an "Add Item" dropdown menu to provide a quicker access to the various methods to load documents into the system which will now include Calendar and Discussion items.

• Folder Email Address - added an option which shows the unique email address associated with a specific folder. This address can be used to forward emails and attachments, directly into a specific folder in NetDocuments.

• Grayed Out Options - when an option is not valid on a specific page, that option is now "grayed out" to help convey that it is not a valid option for the page being displayed. When selected, an explanation is given as to why it is not valid.

• Other User Interface changes - a number of other improvements to the User Interface which should not require training are also released, including returning to the same location when you expand a folder in Browse Cabinets, instead of returning to the top of the page.

• Receiving Product and Marketing Information - when a user is registered from within the Corporate Account Administrator's page, the option for that user to receive mailings from NetDocuments, is not checked. If the individual user wants to receive mailings which include the NetDocuments Newsletter, the user can change the flag in My Accounts. This change was made in an effort to help position the service for professionals and not use it for marketing purposes. We value our customers and strive to treat you in a manner consistent with that goal.