Adding NetDocuments to Teams (ChatLink)

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December 19, 2022

See: https://support.netdocuments.com/s/article/360042374252

Before this can be setup, you need to create the ndThread Service Account in NetDocuments.  Once that is done, follow these steps:

Add the Workspace view in Teams

Step 1: In Teams Click +

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Step 2:  Type in NetDocuments

 

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Step 3: Click on the NetDocuments Logo

 

Step 4: Click Add

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Step 5: Choose your location

 

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Step 6: Click here

 

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Step 7: Login to NetDocuments

WARNING:  If you are logging in to NetDocuments via Office 365, Click Need Login assistance? and then choose my organizations login.

 

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Step 8: Click Allow

 

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Step 9 Choose your NetDocuments Repository

 

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Step 10  Choose your Workspace

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You can repeat steps 9 and 10 in Different Teams,  you will now have a NetDocuments Workspace View.

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Add NetDocuments App to the Conversation Area, so you can add docs to Teams.

Step 1:  In Teams, click the … in the converstations area.

Step 2: Type in NetDocuments and choose your location.