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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.

On Version 2.3.83 The Publisher Tool interface will Show a button, "Connect to NetDocuments"

Clicking on the Button will open a Browser window to the NetDocuments Sign in screen. After Pressing Login the Browser Screen will update to show "Connected to NetDocuments - please go back to Assemblage/NetDocs Autofiler to continue"

From there the Autofiler will connect and be ready for you to upload files.

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)

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