Emailing into NetDocuments

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In NetDocuments, each cabinet can be configured to allow incoming email. There are various ways to email directly into your NetDocuments cabinet. Each are described below.

There may be other ways to import email messages into NetDocuments such as our Email Management Software or the Office Integrations. 

Folder Email Addresses

Each folder in NetDocuments has an email address associated with it.  To locate a specific folder email address, open the folder and click on View Email Address under the Folder Options Button.

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Either copy the address and paste it into a "To" field of a message, or use the Add to Outlook button, if you have Outlook, to add it to your Outlook Address Book.  Documents forwarded from an Email system to this email address will inherit the Profile values of that folder as well as the security of that folder.

Emails imported via a folder email address will be converted from their native format (such as .msg) to an .htm format, so the attachments will be filed separately from the message in a read-only format. If you include NM: in the subject line, only the attachments will be sent to that folder, not the email message body.

NOTE:  The security will default to the folder security regardless of whether the option is set at the Cabinet level for documents to inherit the Access rights from the folder.

There are two other email addresses provided as shown below for Saved Searches and Documents. These are not frequently used for email being sent into NetDocuments:  

Saved Search Email Addresses 

Each Saved Search in NetDocuments has an email address associated with it. To locate a specific Saved Search email address, open the Saved Search and click on Email Address in the Saved Search navigation menu. Either copy the address and paste it into a To field, or use the Add to Outlook button, if you have Outlook, and it will add it to your Outlook Address Book. Documents forwarded from an Email system to this email address will inherit the Profile values of that Saved Search as well as the security of that Saved Search.

NOTE: An email with its attachments may not meet the Search Criteria of that specific Saved Search – this feature just uses the Profile values of the Saved Search to be used as a Template to create the Profile values for the email and its attachments.

Document Email Addresses 

Each document in NetDocuments has an email address associated with it. To locate a specific document email address, select the document in a List View and in the Document Details Panel, select Locations. Or, from a Summary View, click on the round options button next to the document, and select All Information. You will find the email address under Locations. Either copy the address and paste it in a To field, or use the Add to Outlook button, if you have Outlook, and it will add it to your Outlook Address Book. Or, you can simply click the email address and it will be automatically added to Outlook.Documents forwarded from an Email system to this email address will use the document's Profile values as a pattern and will inherit the Profile values of that document as well as the security of that document regardless if the option is set at the Cabinet level for documents to inherit the Access rights from the folder.

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