NetDocuments Integration in Laserform

NetDocuments is a cloud-based DMS that is accessed using a web browser.  Laserform can be set up to allow users to save forms to and open forms from their NetDocuments site.

Prerequisites

Each user must have ndOffice installed and a NetDocuments account.

Users are required to log onto NetDocuments for Laserform with their usual NetDocuments account details. ndOffice caches these credentials, so users are only prompted to log on the first time or if they have logged out of ndOffice.

Configuring Laserform to integrate with NetDocuments

Each Laserform installation must be configured to integrate with NetDocuments.

Run The Laserform Desktop Configuration Wizard setup wizard under the Admin menu and on the Document management system integration page select the NetDocuments option.

Working with NetDocuments from Laserform

Saving a form to NetDocuments

1. Open a form in Laserform, and make any entries you need to.
2. Click Save.
3. If you have not already, you will be asked to log into NetDocuments for Laserform.
4. The nd Save As dialog opens, allowing you to save the document to NetDocuments.

   Tip You can still save to your local machine, just select My Computer and navigate to the location you want to save the document.

5. The form is saved to NetDocuments, but won't be visible in the website until you close the form, and it is checked-in to NetDocuments.

Opening a form from NetDocuments

1. In Laserform select File: Open.
2. If you have not already, you will be asked to log into NetDocuments for Laserform.
3. The nd Open dialog opens, select the form you want to open.
4. The form is checked out automatically and opened in Laserform. You can make any changes you require.
5. When you close the form, it is checked back into NetDocuments.

Turning off NetDocuments integration

You can switch off NetDocuments integration in Laserform by ticking Do not use NetDocuments in the Options. This applies to your own Laserform session only – Laserform's integration with NetDocuments for other users of the Laserform installation will continue to work.

Working with Laserform documents from the NetDocuments Web App

Laserform is not able to provide the same seamless functionality if you manage Office documents from the NetDocuments Web App.

If you open a form directly from the NetDocuments Web Application, then it will open in Laserform, but you will have to manually check in any changes you make after saving the forms.

As such we recommend that opening Laserform documents from NetDocuments is performed from within Laserform.