• Use the NetDocuments online Help documentation to learn basic and advanced features of NetDocuments.  Additional training can be provided by NetDocuments experts at a per hour fee.  Contact us using the Support Request page for general or technical questions about the service.  A short training outline, which can be used as a basis for training end-users, is provided in the Technical Help Resources section of the Help.  You can use it as it is or augment it for designing training for your staff.  On-line training for Administrators and Trainers can be provided by NetDocuments.

• Internet Explorer (recommend most recent version) with Default Settings which includes (unless you are using the alternative ND2 Interface):

           Enable Download signed ActiveX Controls          

           Enable Run ActiveX controls and plug-ins

           Enable Script ActiveX controls marked safe for scripting        

           IE 6.0 - Do not block All Cookies (see Privacy tab)
 

• If you use a Pop-up blocker, ensure that it works with NetDocuments.  Some pop-up blockers inhibit NetDocuments functions.

• With the alternate ND2 Interface, other devices such as Blackberrys, PalmOS, Windows Mobile, etc. can be used to access NetDocuments.  Because of limitations of some of these devices not all NetDocuments features are available when using these devices.

• For the Outlook integrations make sure you are using at a minimum Outlook 2000 Service Pack 1. We recommend the newest version of Outlook.

• NetDocuments is designed for a minimum 800x600 monitor resolution.  A higher monitor resolution is recommended.

• We recommend that you make a browser favorite and use the following URL to login to the NetDocuments Service [https://vault.netvoyage.com].  The NetDocuments company home page www.netdocuments.com can also be used for access to the service, but it is not recommended since it does not have the same fault tolerance of the direct connection to the NetDocuments Service.  We also recommend to firm administrators that the link to the vault service be placed on the firm's Intranet where available. 

• We recommend that you use Echoing in locations such as your office, where you control access to the computer. We recommend that you do NOT use it when at other temporary locations such as Client site, kiosks, Cyber cafes, etc. 

• Links and buttons in NetDocuments generally require a single click as is standard when using a browser.

• Passwords must be at least 6 characters long.
   
• Passwords cannot include the username. This is a case insensitive check. For example, if the username is “jones”, the password cannot be “jones”, “sJones”, “jonestt”, or “alJonesAc”.
   
• Passwords cannot be comprised entirely or mostly of the user’s initials. If all occurrences of a user’s first and last initials or first, middle, and last initials are removed from the password, there must be at least 3 remaining characters in the password. For example, if the user’s name is Albert S. Thompson, the following passwords are not allowed: “astast”, “atatat”, “batrat”, “atlast”, “lastbat”. The following passwords would be allowed: “breakfast”, “lastbatter”.
   
• Passwords cannot include a word in the name of any repository the user is a member of unless the word is “of”, “the”, or “and” or the word consists of a single character. For example, members of a repository named “Jones Real Estate Services” would not be allowed to use the following passwords: “bridgetjones”, “really”, “quickservices”.
   
• 8 unsuccessful login attempts will lock an account from access for 15 minutes. The actual time could be a few minutes longer because of Internet variances.
   
• If you forget your password, send an e-mail to support@netdocuments.com or at the login page, click on Forgot Your Password?

• Always wait for “Please wait” messages to complete. They indicate that the requested process has not completed. If you click ahead, your browser may hang and you will need to close the Please wait window. If this happens, go back and make sure your data is OK and the document you were accessing was not left in a "Checked out" state.

• Users can access the browser "Back" button at any time to return to a previous page when using NetDocuments.  The "Back" button is especially useful when you do a View All in a search result, because it will take you back to the page you were previously working from.  The Print, Refresh, Forward, Stop and Settings (for initial setup for NetDocuments), are additional browser functions which may need to be used from time to time.  The Ctrl+F function (Edit | Find option in the browser menu) may be useful when searching for an item in a Search Results, View All or folder.  Most other browser functions are not used in NetDocuments.

• NetDocuments does not support Document names beyond 100 characters.  We recommend using a custom Notes profile field to further describe documents with no limitations.  Because your custom fields are searchable, this field allows for great flexibility in searching documents.  Folder names are a maximum of 50 characters. 

• If you have a document open for editing and then click the Exit button or choose File|Close within Internet Explorer, your opened document is protected.  The NetDocuments Active List remains open or will be opened, listing your checked out documents.  The Active List cannot be closed until you close and check in the document(s).  You are then prompted to login to NetDocuments again, and any documents you had opened for editing will automatically be checked in.  Always close documents before checking them in via the Active List. 

• If you are logged into NetDocuments in two separate browser windows only explicitly click Logout after you have closed one of the browser windows.  The Logout in one browser will cause your other browser session to lose its active state and your open document will not save back to NetDocuments correctly.  However, you can just CLOSE the second browser without any problem when you are finished with it.