Ways to Add Emails

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This post describes the various ways to add (import) emails into NetDocuments.

EMS Folders – your NetDocuments folder structure (or list of workspaces) is recreated as folders in Outlook. Emails can simply be dragged and dropped into these folders, and they can be imported into their respective locations.

EMS Profiler – allows a user to assign custom profile attributes (such as Client, Matter, or Document Type) to one or more emails. These emails will be imported into the corresponding workspace folder, Filter, or Saved Search from Outlook.

Folder Email Address – an email can be Sent or Forwarded to a NetDocuments folder via a folder email address. Items will be imported as .htm files.

ndOffice - Emails and their attachments can be imported into NetDocuments from Outlook. 

Upload button (local email file) – Users can upload one or more local .msg or .eml files through the browser. 

 

NOTE: Read Receipts and Delivery Receipts in Outlook cannot be imported into NetDocuments using EMS or ndOffice.  If you want to store these in NetDocuments, you will need to drag them to the desktop and then import them into NetDocuments.

 

Tip for non-Outlook users: Two other ways to get emails into NetDocuments are:

1) Drag the email attachments to your desktop and import them into NetDocuments, using the Import Existing option.

2) Forward your email into NetDocuments using the email address of a NetDocuments folder. If you include NM: in your subject, only the documents will be sent to that folder, not the email message body.

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