ndOffice Must-have Interim Upgrade – 1.7.4.x

NetDocuments released a great interim upgrade to the ndOffice integration. All our NetDocuments users who use ndOffice (pretty sure that’s 100%), should download the new version of ndOffice and upgrade all users. You can get the upgrade here.

As I understand it, a few versions back NetDocuments enhanced the functionality of the Workspace lookup in ND Web. This resulted in a very efficient “type-ahead” feature that makes it much quicker to get to the Workspace (typically Client-Matter) you are looking for. Unfortunately, this resulted in the loss of the auto-fill feature when completing profile fields in ndOffice. For those of us who were used to typing in the first few letters of the Document Type, as an example, and then tabbing on to the next profile field, the loss of this feature was a real productivity hit. You had to press F2 or click on the lookup button and run through the lookup dialog.

Good news … with version 1.7.4.x this feature is back and it’s even better than before. Now, you have the same functionality as you have in the Workspace search bar. Just type in a few letters anywhere in the Case, Matter, Document Type, Author or other field that has a lookup table and you will quickly be given a list of potential matches that filters out the more you type. The searching term can be at the start of what you are looking for, or anywhere within the searched for word. For example, if I am looking for “Office Furniture World” and type in “Office” I would be overwhelmed with all the “Law Offices of this or that” results. But, type in “Furniture” or “World” and Office Furniture World is quickly displayed and easily selected without having to touch the mouse or press F2.

This issue was heavily discussed in the NetDocuments Support Community, and NetDocuments should be commended for their quick action. They initially intended on waiting to upgrade it in 1.8 but chose to do so sooner. And, while I wish it had never happened, the ultimate result is that we actually got better functionality that we had before.