Apps & Services

Topic

This article describes how to use the Apps & Services tool in NinjaOne's Documentation feature.

Environment

NinjaOne Documentation

Description

The Apps & Services tool empowers you to manage documents for each of your organizations. Use this tool to create and manage templates and add or view documents on the organization dashboard.

Want to learn more about NinjaOne Documentation? Check out our video library.

Select a category to learn more:

• Create a Document Template
  • Add Template
    • Template Configurations
  • Import Templates From Library
  • Import Documents From CSV
• How to Use the Apps & Services Tab
  • Navigate the Apps & Services Menu
  • Add a Document (List of Pages)
  • Add a Document (Single Page)
  • Manage List of Pages Documents
  • Manage Single Page Documents
  • Add a Document to Favorites
• Additional Resources

Create a Document Template

Before you can start adding documents to the Apps & Services tab on the organization dashboard, you must create a document template on the NinjaOne Documentation configuration page. Templates can contain specific custom fields for technicians to fill out, or can act as a folder for uploading files.

1. Navigate to Administration → Apps → Installed → NinjaOne Documentation. The Documentation tab will be open by default. 
2. Click Manage Templates. 

Figure 1: Documentation configuration app → Manage templates (click to enlarge)

3. Select an option from the drop-down menu. Refer to the following sections for instructions pertaining to your selection.

Figure 2: Documentation configuration app → Template actions (click to enlarge)

Add Template

To create a new documentation template, perform the following steps.

1. Click Manage Templates and select Add template.
2. Use the tabs in the configuration dialog to modify settings. If you need a description of these settings, refer to the table in the following section. 
3. Click Create.

Template Configurations

When creating or reading documents on an organization's dashboard, you may notice different document icons or options. This section provides examples of the template configurations. 

Import Templates From Library

NinjaOne provides several default templates that you can use to import your documents. To import a template, perform the following steps.

1. Click Manage Templates and select Import Templates from Library.
2. In the Default Templates dialog, select all the checkboxes that you want to apply.
3. To edit the default template, move your mouse cursor over the row, click the actions menu, and select Edit. The Create document template dialog displays, where you can configure settings as you would a new custom template. Use the previous section of this article, Add Template, for instructions.

4. Click Save.

Import Documents From CSV

Use an import wizard to upload multiple documents at the same time.

1. Click Manage Templates and select Import Document(s) from CSV.
2. Select a custom or default template from the Document template drop-down menu.
3. Click Download CSV file, and then open the spreadsheet on your computer.
4. Enter data into all columns to the best of your knowledge. Note that the following data is required:
   • Organization Name: If you do not enter the exact name for the organization, the import wizard will not be able to assign the document to a dashboard.
   • Document Name: The name must match an existing document on your computer, or the import wizard will show an error and not allow the import.
5. Click Continue.

6. If the required information is present, click Import. If the required information is not preset, this button will not be active, and the affected column will show an error icon.

How to Use Apps and Services

Use the Documentation → Apps & Services tab to manage your document templates. To learn about adding documentation via the WYSIWYG field or uploading files, refer to NinjaOne Documentation: Knowledge Base Feature.

Navigate the Apps & Services Menu

Use the following table with Figure 5 to learn about the icons and menu options in Apps & Services.

Add a Document (List of Pages)

A List of Pages template acts as a folder where technicians can upload multiple documents. To add a document to a List of Pages template, perform the following steps.

1. Navigate to an organization from the system dashboard; open the Documentation drop-down menu and select Apps & Services.

Figure 6: Access the Apps & Services documentation (click to enlarge)

2. Select one of the templates in the Apps & Services sidebar.
3. Click Add document.

Figure 7: Add new list of pages Apps & Services documentation (click to enlarge)

The page updates to display the custom fields configured for that template. 

4. Fill out the information and then click Create.

Figure 8: Add new Apps & Services documentation → Create (click to enlarge)

Your document displays in the template folder. Click the title to edit the fields, or move your cursor over the row and click the actions menu to see more options. With list of pages templates, you can click Add document to create multiple documents. 

Figure 9: Apps & Services documentation actions (click to enlarge)

Add a Document to an Organization Dashboard (Single Page)

To add a single-page document, perform the following steps.

1. Select a template that does not have the list of pages option and then click the edit icon. 

Figure 10: Add new Apps & Services documentation (click to enlarge)

2. Fill out the information and then click Create.

Your data will display on the page. To change the data, click the edit icon again. You can view additional actions by clicking the actions menu.

Figure 11: Actions for Apps & Services documentation (click to enlarge)

Manage List of Pages Documents

After you add a document to a List of Pages template, you can perform several actions, as described in the following table and Figure 10.

Manage Single Page Documents

After you add a document to a List of Pages template, you can perform several actions, as described in the following table and Figure 11.

Add a Document to Favorites

To save a document, perform the following steps. To learn more about Favorites, refer to NinjaOne Platform: Viewing Recent and Favorited or Saved Content.

1. Navigate to the Organization → Documentation; select a document type and open the document. 
2. Click the star next to the document title.

The star turns yellow, and the document appears in the Favorites drop-down menu on the sidebar menu.

Figure 14: Save document as a favorite (click to enlarge)

You can remove an article from the Favorites section either by deselecting the star in the article or by clicking the X icon when moving your cursor over the article title in the Favorites section.

Additional Resources

Refer to the following resources to learn more about NinjaOne Documentation:

• NinjaOne Documentation: Resource Catalog
• Custom Fields by Type and Functionality
• Device Notes and Related Items