netDocShare Provisioning User Guide

netDocShare Provisioning User Guide




A blue text on a black background Description automatically generated



netDocShare Provisioning User Guide




Table of Contents


Login    

Connection Settings    

+ Add    

User Screen    

Create Request    

My Requests    

Admin Screen    

Teams Tab    

Requests    

Create Request    






Login

To use netDocShare provisioning web for netDocuments users https://provisioning.netdocshare.com/

A screenshot of a computerDescription automatically generated

Please enter your Email Id. This information is required to validate your access and ensure proper licensing.

  1. Once logged in, the user will see the following screen to create a new request and view their created requests.

A screenshot of a computerDescription automatically generated

  1. If logged in as Admin, able to see the screen below to add, view, edit existing team, channels and netDocShare tabs and create sync and also admin can approve or reject the user created requests.

A screenshot of a computerDescription automatically generated


Connection Settings

+ Add 

Click this button and a modal popup will appear

A screenshot of a computerDescription automatically generated

Tenant details 

Fill in the 

  1. Teams Tenant: Enter the name of your Teams tenant name to identify the organization’s environment
  2. Tenant Id: Provide the tenant Id of the organization.
  3. Client ID: Enter the unique Client ID generated during app registration to identify the app.
  4. Client Secret: Enter the Client Secret created during app registration for secure authentication.
  5. Owner Email: Enter the owner’s email address, when create the team add this email id as owner in case there if any issue in email.
  6. Click on Connect to establish Teams connection with the details: Click 'Connect' to establish the Teams connection using the provided credentials

To modify the tenant details

  1. Edit icon – the tenant: Click the Edit icon to modify the tenant details.
  2. Delete icon – Delete the tenant: Click the Delete icon to remove the tenant from the system

User Screen

Create Request

Once logged in, the user will see the following form to create a new request. 

A screenshot of a computerDescription automatically generated

  1. Cabinet – Select the Cabinet to filter the workspace based on client matter.
  2. Client – Select the Client to filter the workspace
  3. Matter – Select the Matter to filter the workspace from the client and matter
  4. SharePoint Site Collection Name – Enter the name of the new SharePoint Site Collection to create or leave it blank if not needed.
  5. Create SharePoint Webpart in Home Page – Enable to create the netDocShare webpart automatically based on the client matter workspaces. 
  6. Create SharePoint Sync – Enable to create sync between Shared Documents and netDocument location
  7. Teams Template – Select the Teams template preconfigured by the admin to automatically populate channels and sync based on the template.
  8. Team Name – Enter the team name to create
  9. Description – Enter the description of the team
  10. Team Type – Select the team type (public, private, or org-wide) to create the team.
  11. Create Team Sync – Enable to create the team level sync 

Add Channel

Click the add channel button to add the new channel and Enter the channel name as mandatory.

A screenshot of a computerDescription automatically generated

Add Tab

Click the Add Tab button to add the new netDocShare tab and enter the tab name as mandatory and configure the tab setting using edit icon.

A screenshot of a computerDescription automatically generated


My Requests

Once logged in, the user will be able to see the requests they have created. Display the status of the request on the right side, and allow the user to edit the request until it is approved or rejected by the admin.

A screenshot of a computerDescription automatically generated

  1. Filter requests by created date, modified date, and status using the filter icon in the top right corner.
  2. Refresh the tab to view the latest changes using the refresh icon in the top right corner.

Admin Screen

Once logged in, the admin can add, view, and edit team, channels, and netDocShare tabs. 

A screenshot of a computerDescription automatically generated


Teams Tab

On this Teams tab, admin will be able to provision (from left to right) teams, channels, and tabs. You can also bulk create teams, channels and sync by selecting the buttons on the top.
Admin can also create new teams, channels and tabs by selecting the add button on top of the respective sections:

Each team has 3 action buttons and a context menu
      Context menu – Allows admin to archive/unarchive, edit and delete the team.
      Create Template – Create the team as template based on the team you choose.
      Clone Team – Clone the selected team, channel and tabs.
      Sync – Create team level sync for the selected team, If the sync icon changes to the netDocShare logo, it indicates that sync has been created for that team.
In each channel there will be context menu and sync
      Context menu – Allow admin to edit and delete the channel.
      Sync – create the channel level sync, If the sync icon changes to the netDocShare logo, it indicates that sync has been created for that channel.
Each tab has a context menu
      Context menu – Allow admin to edit and delete the tab.

  1. Click add tab button to select the app to configure the tab details.  
  2. If netDocShare app is selected, show the below tab configuration screen 
    3.              
    3.If Planner app is selected, show the below tab configuration screen 
                
    4. Bulk team creation
  1. Bulk team creation used to create bulk team, channel, tabs and sync
  2. A screenshot of a computerDescription automatically generated
  3. Click the + Team button to add new team
  4. Click the + button to add new channel to respective team
  5. Click trash icon to remove that team

Requests

On the Requests tab, the admin will be able to view all user created requests and approve or reject them.

A white rectangular object with a black borderDescription automatically generated with medium confidence

  1. When the approve button is clicked, the team, channels, tabs, sync, and SharePoint site collection will be created based on the request, and email notification will be sent.
  2. When the reject button is clicked, the status will be changed to rejected and email notification will be sent.
  3. Filter requests by created date, modified date, and status using the filter icon in the top right corner.
  4. Refresh the tab to view the latest changes using the refresh icon in the top right corner.

Create Request

Admin can also create new requests and approve themself.

Bulk Team Creation

An admin user can use the Bulk Team Creation form to create multiple teams at onceA screenshot of a computerDescription automatically generated

Click the setting icon to configure the team.

A screenshot of a computerDescription automatically generated


  1. Cabinet – Select the cabinet to filter the workspace based on client matter.
  2. Client – Select the Client to filter the workspace
  3. Matter – Select the Matter to filter the workspace from the client and matter
  4. SharePoint Site Collection Name – Enter the name of the new SharePoint Site Collection to create or leave it blank if not needed.
  5. Create SharePoint Webpart in Home Page – Enable to create the netDocShare webpart automatically based on the client matter workspaces. 
  6. Create SharePoint Sync – Enable to create sync between Shared Documents and netDocument location
  7. Teams Template – Select the Teams template preconfigured by the admin to automatically populate channels and sync based on the template.
  8. Team Name – Enter the team name to create
  9. Description – Enter the description of the team
  10. Team Type – Select the team type (public, private, or org-wide) to create the team.
  11. Create Team Sync – Enable to create the team level sync 

Click the Save button to save the team details.

A screenshot of a computerDescription automatically generated

Admin can add multiple channels for a team. Enter the channel name and click the + button to add the channels.

A screenshot of a computerDescription automatically generated

In each channel there is a context menu sync and add tab button.
      Context menu – Allow admin to edit and delete the channel.
      Sync – create the channel level sync.
Click add tab button to select the app to configure the tab details.  



If netDocShare app is selected, show the below tab configuration screen 
            
If Planner app is selected, show the below tab configuration screen 
            

Each tab has a context menu
      Context menu – Allow admin to edit and delete the tab.

A screenshot of a computerDescription automatically generated

When the submit button is clicked, the team, channels, tabs, sync, and SharePoint site collection is created, and an email notification is sent.

A screenshot of a computerDescription automatically generated



        Page 1 | 1


    • Related Articles

    • netDocShare Provisioning App Pre-Requisites Guide

      netDocShare Provisioning App Pre-Requisites Guide Introduction: This document details pre-requisites for the netDocShare Provisioning App. Pre-requisites: Have a valid global/sync admin role account registered with netDocShare to sign into our ...

    • netDocShare Teams User Guide

      netDocShare Teams App User Guide Introduction This user guide is a general overview of how to use and access the netDocShare Teams App designed for netDocShare Users. The netDocShare Teams App is a powerful application which can use almost all ...

    • netDocShare OneDrive Client ID and Secret Id Generation

      OneDrive Client ID and Secret Id Generation Step 1: Please open the azure portal in browser https://portal.azure.com/#home Step 2: Please click the “Azure Active Directory Step 3: Once Azure Active Directory open after click the “App Registrations” ...

    • netDocShare Attach Power User Guide

      netDocShare Attach Power User Guide Table of Contents Introduction netDocShare Attach Option in SharePoint 19 List Attach folders and files link from NetDocuments Remove the Attachment link from NDAttachments column Introduction netDocShare Attach ...

    • netDocShare v4.2.0.0101

      New Features netDocShare Admin / netDocShare Sync / netDocShare Provisioning Firm Name and license key login method Removed. (This is applicable for netDocShare Admin, Sync and provisioning.