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Top Ideas
Recent Ideas
Comments
Most Commented
Released
NDConnect Idea Bank
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#1
Total Votes
67
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Search within folders - KathyMed
Previously submitted on our forums by KathyMed:
I would like to see the search feature enhanced so you can specify a search in a particular folder within a workspace, not just by document type. For instance, when we get discovery in litigation cases, the discovery received is filed in a separate folder noting who the discovery is from. However, if we want to search to see if a particular party produced something, we do not have the option to search just that folder. If we do a search for documents only, we tend to get a lot more results that we have to sort through that if we could search in that specific folder. If it would be too complex to add that option in the advanced search, then it would also work to have a search box at the top right when you open a folder the same as the search box on the main workspace page.
by
Bradlee on Mar 30th, 2009
Comments
: 3, Category :
Search
Average Vote: 2.1
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NDConnect Idea Bank
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#2
Total Votes
56
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Default sort order for folders
I'd like to be able to set a default sort field for workspace folders. This would allow me to create email folders that are sorted by date, document folders sorted by name etc. Adding a sort by column heading feature that saved the current sort for a given folder would also work.
by
choptalk on May 4th, 2009
Comments
: 0, Category :
Workspaces
Average Vote: 2
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NDConnect Idea Bank
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#3
Total Votes
55
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Increase 500 Document Limit
The 500 document limit when you open a category or folder is too small. In any decent sized litigation case, you are going to have more then 500 documents, especially e-mails. While you can somewhat solve the problem with documents by creating the folders and then subfolders, it is much more difficult to do this with e-mails. Additionally, the number of e-mails in a ligitation matter can surpass 500 in no time. If the size limit cannot be increased, another solution would be to have a "Next 500" button.
NetDocuments Feedback :The NetDocuments search engine has the ability to return more than 500 hits, but displaying more than 500 at a time is not possible (and would be too slow anyway). One possibility would be to continue to display 20 documents at a time but allow the Next link to be clicked beyond the first 500 documents. If we did this, the Sort and View All options would have to be removed for search results that returned more than 500 hits. Is that acceptable?
It would be helpful to us if you could help us understand via your comments why it would be helpful to return more than 500 hits and how they would be used. Our usage statistics show that users very rarely view more than 80 hits when a search returns 500 or more, so we’re unclear on why displaying more than 500 is considered so important.
by
kathymed on Apr 1st, 2009
Comments
: 5, Category :
Workspaces
Average Vote: 1.7
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NDConnect Idea Bank
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#4
Total Votes
54
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Add Clients and Matters without CSV upload?
Under Define Profiles Attributes, I like the upload feature if I have several matters to add at once, but often I have maybe one or two to add every few days. It would be nice to have the option to add clients and matters one at a time through a simpler process inside ND.
NetDocuments Feedback :Just an added clarification: Were this to be approved, the design would apply to all table-driven profile fields.
by
hollydavis821 on Apr 1st, 2009
Comments
: 2, Category :
Profiling
Average Vote: 1.6
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NDConnect Idea Bank
NDConnect Idea Bank
NDConnect Idea Bank
NDConnect Idea Bank
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#8
Total Votes
29
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Allow quicker access to a workspace without adding it to your list
Add a client/matter field at the top of the navigation pane or somewhere else on the home page so that if a user wants to quickly see a workspace without going through the steps of adding it to his/her list, they can do so. They would just put in the number and immediately go to that matter in nearly one step rather than the multiple clicks it takes now.
NetDocuments Feedback :This could only work if the user was a member of one cabinet where workspaces are enabled. As soon as he was added to a second cabinet where workspaces are enabled it would disappear, which would be upsetting if the user had become used to using it. For users who are a member of one cabinet where workspaces are enabled this only saves one click compared to the workspaces option at the top of each page (between Recent Docs and Search). Is it worth adding the clutter to save one click?
by
Bradlee on Mar 11th, 2009
Comments
: 6, Category :
Workspaces
Average Vote: 1.3
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NDConnect Idea Bank
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#9
Total Votes
25
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Orphan Finder
Currently there is no way in netdocs to find files that have been un-filed or "lost" unless you know the name of the file.
I propose some way for users to be able to search for documents have have been accidentally un-filed and exist in no folder and have no tag.
As an admin, I have had several users tell me they have lost files and we know they are in Netdocs but I have absolutely no way to find them.
by
riel on May 21st, 2009
Comments
: 1, Category :
Search
Average Vote: 1.6
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NDConnect Idea Bank
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#10
Total Votes
25
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Viewing History of a Doc
I would like the ability VIEW the history of a doc for ALL USERS. Right now you have to either download to an Excel file or go Print for all users. It would be nice if you didn't have download or mess with the print dialog box and just view all users as you can with just one user.
by
tjubb on Jul 29th, 2009
Comments
: 1, Category :
Document Options
Average Vote: 1.6
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NDConnect Idea Bank
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#97
Total Votes
4
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Retaining Document Security
It appears that when a document is copied, the security which was applied to the original document is not retained. One of our Partners, who regularly secures most of his documents, is especially annoyed at this as it creates an additional step of applying security while profiling or after. If security cannot be retained when performing a document copy, can a field be built in to alert the user if they want to retain or modify the security.
Thank you, Joan Rotella
Training Coordinator
Milbank, Tweed
by
jrotella on Feb 4th, 2010
Comments
: 0, Category :
Security
Average Vote: 2
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NDConnect Idea Bank
NDConnect Idea Bank
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#124
Total Votes
2
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Ability to set a specifc cabinet as a user's default cabinet
We would like the ability to set a fefault cabinet for each user. There are 4 reasons for this:
1. When users open a document that is in a cabinet they normally do not use, from that time forward all documents they create will be saved in that other cabinet until the users switches back to their regular cabinet.
2. Each time there is an ActiveX upgrade a user's 'default' cabinet becomes the first one in the list - which may or may not be the right one.
3. Giving a user 'No Default Access' to a cabinet does not prevent them from saving documents into that cabinet. Users now end up with documents all over the place.
4. When saving a new document, users are not required to select a cabinet, so documents end up in whatever cabinet they used last.
by
droden on Jan 21st, 2010
Comments
: 0, Category :
Document Options
Average Vote: 1
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NDConnect Idea Bank
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#123
Total Votes
2
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Allow Administrators to reset users passwords
A lot of times when users click "Forgot Password" or if they are sent a Welcome Message, the email will get blocked by their email system. My idea is to have a way to either let the Admin for the company set up a password for the user or to copy the Admin on the email that gets sent to the user.
by
dlduncan on Jan 21st, 2010
Comments
: 1, Category :
Other
Average Vote: 1
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NDConnect Idea Bank
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#152
Total Votes
1
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freeze icon bar
When I have a client folder or search results that has a long list, it is very inconvenient to have to scroll back to the top of the page to perform any function. It would be nice to be able to freeze the top icon bar so that it doesn't go out of view when I scroll down a page.
by
kel on Jan 21st, 2010
Comments
: 0, Category :
Document Options
Average Vote: 1
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NDConnect Idea Bank
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#110
Total Votes
3
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Enhance Document Tagging Function
Enhance the tag function for document profiles to better handle multiple values. Allow users to choose multiple tags from a tag list (upload table) within one "tag" profile field for a single document. Include a "tag cloud" for easy searching of documents with one or multiple tags.
by
kfazioli on Jan 20th, 2010
Comments
: 0, Category :
Profiling
Average Vote: 3
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NDConnect Idea Bank
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#141
Total Votes
1
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New File Attribute
I would like to see a new file attribute option for document size (i.e. KB). I often identify documents by file size and can quickly verify a file name is not what I am looking for just looking at the file size. Having the option to sort by file size is important as well.
by
afriedland on Jan 15th, 2010
Comments
: 0, Category :
Workspaces
Average Vote: 1
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NDConnect Idea Bank
NDConnect Idea Bank
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#82
Total Votes
6
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Change Document Type via API
I would like to have the ability to change the document type via the API set. We are currently using NetDocuments to store scanned files and have a system that allows them to automatically be uploaded without user intervention, but this requires a logged on PC with the browser running. Apparently this is the only method to replace the .NDNOD document with a .PDF or other document type.
Even if the document type could be changed only if it were .NDNOD this would be a big help. I would like to be able to programmatically upload documents to NetDocuments and replace the paper profile (.NDNOD) with a .PDF or other document.
by
sritzel on Jan 7th, 2010
Comments
: 0, Category :
Other
Average Vote: 2
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NDConnect Idea Bank
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#151
Total Votes
1
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Restore Proper Functionality of "Save" Button
We would like to see the "Save" button perform a NetDocuments save operation (without check-in), just the way that, pre-NetDocuments, the "Save" button would save a document. Interim saving of documents is recommended by every instructor, self-help book, guru, etc., so why not have NetDocuments support that functionality? We have had many instances of lost documents for whatever reason, in spite of regular interim "Save" as users were taught.
by
gwenzel on Jan 6th, 2010
Comments
: 0, Category :
Document Options
Average Vote: 1
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drodencommented on Jan 21st, 2010 :
It seems to me that we used to be able to do this. Users set their work PC's to auto login, then a year later they need to login somewhere else. They don't remember their Netdocs password.
Idea :
Allow Administrators to reset users passwords
Category :
Other
Natcommented on Dec 9th, 2009 :
Of all the things my users complain about or are confused about, this is the biggest. Coming from another DMS where all documents you edited/added were grouped together, people cannot grasp that it is not this way in ND. I have at least 1 call per week of a paniced user who does not see a new document under their recently edited (because it's in recently added).
Idea :
recent docs tab
Category :
Records Management
Natcommented on Dec 9th, 2009 :
You have the option to have it added to the footer of every page except the fist. To access this, open the ndint file in word, then open tools>macros and edit the auto.exec macro. Here you should be able to scroll up and find the setting for the Footer. Set it to the app number (0,1, or 2) and double save. You should not have them appear in the footer. Beware though, as we have made this change and when others are using a different option, or for preexisting documents, it has added the doc id to both places!
Idea :
Choice for where to auto-insert the document ID number
Category :
Document Options
Natcommented on Dec 9th, 2009 :
I'm running into this issue right now... I've moved documents but cannot see that in the history. I think it would also be helpful for the history to reflect where the document was moved from.
Idea :
Folder History
Category :
Document Options
kathymedcommented on Dec 9th, 2009 :
It would also be nice if you had an option to sort the history by person (as it shows now) or have it all in one list in date order with a column showing the name of the person.
Idea :
Viewing History of a Doc
Category :
Document Options
NDConnect Idea Bank
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#8
Total Votes
29
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Allow quicker access to a workspace without adding it to your list
Add a client/matter field at the top of the navigation pane or somewhere else on the home page so that if a user wants to quickly see a workspace without going through the steps of adding it to his/her list, they can do so. They would just put in the number and immediately go to that matter in nearly one step rather than the multiple clicks it takes now.
NetDocuments Feedback :This could only work if the user was a member of one cabinet where workspaces are enabled. As soon as he was added to a second cabinet where workspaces are enabled it would disappear, which would be upsetting if the user had become used to using it. For users who are a member of one cabinet where workspaces are enabled this only saves one click compared to the workspaces option at the top of each page (between Recent Docs and Search). Is it worth adding the clutter to save one click?
by
Bradlee on Mar 11th, 2009
Comments
: 6, Category :
Workspaces
Average Vote: 1.3
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NDConnect Idea Bank
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#3
Total Votes
55
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Increase 500 Document Limit
The 500 document limit when you open a category or folder is too small. In any decent sized litigation case, you are going to have more then 500 documents, especially e-mails. While you can somewhat solve the problem with documents by creating the folders and then subfolders, it is much more difficult to do this with e-mails. Additionally, the number of e-mails in a ligitation matter can surpass 500 in no time. If the size limit cannot be increased, another solution would be to have a "Next 500" button.
NetDocuments Feedback :The NetDocuments search engine has the ability to return more than 500 hits, but displaying more than 500 at a time is not possible (and would be too slow anyway). One possibility would be to continue to display 20 documents at a time but allow the Next link to be clicked beyond the first 500 documents. If we did this, the Sort and View All options would have to be removed for search results that returned more than 500 hits. Is that acceptable?
It would be helpful to us if you could help us understand via your comments why it would be helpful to return more than 500 hits and how they would be used. Our usage statistics show that users very rarely view more than 80 hits when a search returns 500 or more, so we’re unclear on why displaying more than 500 is considered so important.
by
kathymed on Apr 1st, 2009
Comments
: 5, Category :
Workspaces
Average Vote: 1.7
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NDConnect Idea Bank
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#42
Total Votes
10
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Show how many documents are in Workspace folders and subfolders.
Show in parentheses the number of documents that are filed in a particlar workspace folder and subfolder. Outlook does this with the number of un-opened emails and it is very benificial.
NetDocuments Feedback :This would make the display of the workspace page take 5 – 10 times as long. Is this information worth that delay?
by
Marc on Mar 10th, 2009
Comments
: 4, Category :
Workspaces
Average Vote: 0.8
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NDConnect Idea Bank
NDConnect Idea Bank
NDConnect Idea Bank
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#1
Total Votes
67
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Search within folders - KathyMed
Previously submitted on our forums by KathyMed:
I would like to see the search feature enhanced so you can specify a search in a particular folder within a workspace, not just by document type. For instance, when we get discovery in litigation cases, the discovery received is filed in a separate folder noting who the discovery is from. However, if we want to search to see if a particular party produced something, we do not have the option to search just that folder. If we do a search for documents only, we tend to get a lot more results that we have to sort through that if we could search in that specific folder. If it would be too complex to add that option in the advanced search, then it would also work to have a search box at the top right when you open a folder the same as the search box on the main workspace page.
by
Bradlee on Mar 30th, 2009
Comments
: 3, Category :
Search
Average Vote: 2.1
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NDConnect Idea Bank
NDConnect Idea Bank
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#21
Total Votes
16
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Show an extra dialog box when saving a doc in Word to remind users to save locally.
Submitted on the forums by Bradlee:
One scenario with the Word integration that comes up frequently with our users is the issue when a user already has an IE browser open and they start typing a new Word document. They then hit Ctrl+S and we open a new browser (if their IE settings are set that way). Up to that point, all is well, however...
if they don't want this document saved into NetDocs, they instinctively close the browser thinking that they have to go back and use the Save Local function. However, their document never comes back in Word because they have the other browser still open and we currently have no way to detect which browser they've closed. They do not know they have to close ALL browsers for their document to come back. My suggestion is that we should offer the user an option when they hit Ctrl+S for the first time on a document. We should pop up a dialog similar to the one in Excel that asks them if they want to save it locally or in NetDocs.
I want to hear what our users think about this enhancement. Would the extra dialog asking if you wanted to Save in NetDocs vs. Save Locally be worth the extra click to prevent the seemingly lost document scenario above?
by
Bradlee on Mar 30th, 2009
Comments
: 2, Category :
Third-Party Integrations/API's
Average Vote: 1.3
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NDConnect Idea Bank
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#4
Total Votes
54
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Add Clients and Matters without CSV upload?
Under Define Profiles Attributes, I like the upload feature if I have several matters to add at once, but often I have maybe one or two to add every few days. It would be nice to have the option to add clients and matters one at a time through a simpler process inside ND.
NetDocuments Feedback :Just an added clarification: Were this to be approved, the design would apply to all table-driven profile fields.
by
hollydavis821 on Apr 1st, 2009
Comments
: 2, Category :
Profiling
Average Vote: 1.6
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NDConnect Idea Bank
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#113
Total Votes
2
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Email links
It would be helpful to have some sort of symbol automatically added to the titles of emails saved in or forwarded to NetDocs that signifies the email has documents attached/linked to it. Then a user can see at a glance whether the email had attachments.
Even better, it would be great if an email could have the attachments embedded in addition to being linked as a separate document.
NetDocuments Feedback :Some clarification on the suggestion are as follows. This issue does not exist if the user is saving .msg files. The suggestion above only applies to email messages emailed directly into NetDocuments. If you are using EMS or the Outlook integration to import the email messages, there is already an additional icon designating email with attachments.
by
AWeston on Apr 28th, 2009
Comments
: 2, Category :
Other
Average Vote: 0.7
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NDConnect Idea Bank
NDConnect Idea Bank
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RELEASED - Stop the auto-collapse on the navigation pane
The left hand side "navigation pane" auto-collapses every time you go into a folder, move to a different folder, etc, etc. It is my idea (and requested often) that we stop this from happening and keep the folder tree expanded until the user changes it.
NetDocuments Feedback :One technical note on this enhancement is that you'll need to have IE8 to see the benefit.
To be publicly released 29 October 2009 - NetDocuments R5 Update. Thank you all for your votes and suggestions!
by
Marc on Mar 27th, 2009, Release : 29 Oct 2009
Comments
: 8, Category :
Other
, Status :
Release
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NDConnect Idea Bank
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RELEASED - Add Delete and Print to the right-click menu - kathymed
This idea merged with
RELEASED - Allow users to customize the options on right click menu.
Submitted by KathyMed on our forums:
It would be good to have the options to print and delete appear when you right click on any document at any level (workspace or folder levels). Currently, when you are at the workspace level, you get the option to open the document and when you are in the folder level, you get the option to open and print. Since these are the three most likely things a person wants to do with a document, it would make sense to have all three options in the right click drop down at any level. Currently, you have to open the folder in order to print or delete the document or actually open the document to print it. It would be one less step if it could also be done from the main workspace with a right click.
NetDocuments Feedback :Publicly released 29 October 2009 - NetDocuments R5 Update. Thank you all for your votes and suggestions!
If we add these options to the right click menu we will need to take away a couple of other options. Which options that are currently there are seldom used and should be removed?
An alternate approach would be to provide the set of options we provide today as a default, but provide in My Account a list of all options so a user could designate which ones to show on their right click menu. They could customize it to show whichever 8 or so options they wanted.
Another approach would be to use right click submenus and show all options such as below. Should Mark/launch be its own menu - not a submenu? Your opinions on any of these methods is appreciated. A variation of this would be to show what we have today with an additional option at the bo0ttom of the list that says "Show All". When that option is selected, it will show the complete list as shown below.
Email/Actions
- Notify email w/ link
- Email copies
- Mark/launch
- Approve
- Lock
- Link
- Share Externally
Print/Copy
- Print Document
- Print Coversheet
- Copy Document
- Copy URL
- Local copy
Edit
- Profile/tags
- Access/rights list
- Alerts
Open with
- Local editor
- Online editor
View
- Document
- URL
- History
- Email address
Organize
- Add to home page
- Show folders
- Go to workspace
- File in another folder
- Move to another cabinet
- Rename
- Delete
Check out/in
- Manual check out
- Manual check in
- Check in as new version
by
Bradlee on Mar 30th, 2009, Release : 29 Oct 2009
Comments
: 2, Category :
Document Options
, Status :
Release
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NDConnect Idea Bank
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RELEASED - Allow users to customize the options on right click menu.
Since every user has a different work process the ability to customize the "right click" menu would be incredibly helpful. A user could go to the "my account" option and select which options he/she wants to appear when they right click on a document.
NetDocuments Feedback :Publicly released 29 October 2009 - NetDocuments R5 Update. Thank you all for your votes and suggestions!
This related item was posted also and is being merged into this one as follows.
PROVIDE THE PRINT AND DELETE OPTIONS ON RIGHT MENU
It would be good to have the options to print and delete appear when you right click on any document at any level (workspace or folder levels). Currently, when you are at the workspace level, you get the option to open the document and when you are in the folder level, you get the option to open and print. Since these are the three most likely things a person wants to do with a document, it would make sense to have all three options in the right click drop down at any level. Currently, you have to open the folder in order to print or delete the document or actually open the document to print it. It would be one less step if it could also be done from the main workspace with a right click.
NetDocuments Feedback : If we add these options to the right click menu we will need to take away a couple of other options to maintain an ideal maximum. Which options that are currently there are seldom used and should be removed?
An alternate approach would be to provide the set of options we provide today as a default, but provide the option described in this post. The user could customize it to show whichever options they wanted. An alternate UI for this idea is to add an option to the right click menu called "Customize" that when clicked would show all options where you could check or uncheck them to add or remove them from your right click menu.
Another approach would be to use right click submenus and show all options such as below. Should Mark/launch be its own menu - not a submenu? Your opinions on any of these methods is appreciated.
A variation of this would be to show what we have today with an additional option at the bottom of the list that says "Show more". When that option is selected, it will show the complete list as shown below.
Email/Actions
- Notify email w/ link
- Email copies
- Mark/launch
- Approve
- Lock
- Link
- Share Externally
Mark/Launch
- Workshare
- CompareDocs
(whatever we have on there now)
Print/Copy
- Print Document
- Print Coversheet
- Copy Document
- Copy URL
- Local copy
Edit
- Profile/tags
- Access/rights list
- Alerts
Open with
- Local editor
- Online editor
View
- Document
- URL
- History
- Email address
Organize
- Add to home page
- Show folders
- Go to workspace
- File in another folder
- Move to another cabinet
- Rename
- Delete
Check out/in
- Manual check out
- Manual check in
- Check in as new version
Another option would be to have the "Show More" be a toggle to the next set of options, so by toggling 2-4 times, you would see all of the options.
by
Marc on Apr 30th, 2009, Release : 29 Oct 2009
Comments
: 0, Category :
Document Options
, Status :
Release
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NDConnect Idea Bank
|
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RELEASED - Folder tree
This idea merged with
RELEASED - Stop the auto-collapse on the navigation pane
I want my NetDocuments home page to open with a specific folder tree on the left already expanded and a choice of whether or not the expansion remains or whether it is to be collapsed (maybe with a push pin or "x"??) ~ especially when doing multiple searches.
NetDocuments Feedback :Publicly released 29 October 2009 - NetDocuments R5 Update. Thank you all for your votes and suggestions!
by
kbrendell on May 27th, 2009, Release : 29 Oct 2009
Comments
: 0, Category :
Search
, Status :
Release
|
NDConnect Idea Bank
NDConnect Idea Bank
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