HomeGuides :: AssemblageArchivingNetDocuments Autofiler

8.7. NetDocuments Autofiler

Select the Assemblies you wish to file to NetDocuments

Note:  You can select all or a portion of the assemblies using the common Windows keyboard commands (Ctrl+A will select all the assemblies on the list.  Shift+click and Ctrl+click work in this pane as well).

Right-click and choose Send To > NetDocs Autofiler


Double click the appropriate configuration (instructions) or select "Choose Another" and select the appropriate Workspace\Project\Config\ folder.

The NetDocs Autofiler tool will open and you will be prompted for your NetDocuments login credentials.  Enter your credentials in the upper portion of the window.


Note:  NetDocuments requires that users log on and approve access by a given application.  This means you will need to authenticate to NetDocuments when you launch the tool.  If possible, the NetDocs Autofiler will re-use recent credentials, but NetDocuments times sessions out after about an hour, after which you will need to authenticate again.

If you have a YYYYQQ (placeholders) in any of the fields, change them to have the appropriate year/quarter information.  If you have date placeholders, change them to the appropriate format.
 
(e.g. M/D/YYYY format or MM/DD/YYYY format or M/DD/YYYY format or MM/D/YYYY format)

Sort the list of items to be filed by selecting the "Problems" column.
 
Resolve any issues that you may have and select "Configuration > Reload"
 
If you wish to cancel the file saves at any point in time, select "Cancel"  (any files that have a green check in the "Save Result Column" will have been saved and you'll need to delete them directly from NetDocuments)

 

This page was: Helpful | Not Helpful

© 2012 Trumpet, Inc., All Rights Reserved