ndMail

Follow

Updated:

  • OS: Windows 7, 8, & 10
  • Browser: N/A
  • Office: 2010, 2013, 2016 

ndMail_logo_standard.png

NetDocuments ndMail is the matter-based intelligent email management application — a game changer — with full cloud architecture built on the NetDocuments Trusted Cloud.

Platform integrated within Outlook.

NetDocuments in combination with ndMail provides key activities for busy law professionals, automatically filing emails and documents into a unified, matter-based solution.

Product Information and Announcements

 Table of Contents

Related Topics

Requirements and Setup

Use the following setup prerequisites to install the ndMail application successfully.

Setup prerequisites
Description
Supported Operating System
Windows 7, 10 (64-bit)
Microsoft Office Outlook
2013, 2016, including Microsoft Office 365 subscriptions
ndOffice application
Version 2.1.19.9119+ (for 1.0 release)
Version 2.2.22 (for 1.1 release)
Microsoft Exchange
2010 SP2, 2013, 2016, Online (Office 365)

WARNING: Before installing, repairing, or uninstalling the ndMail application, you need to close Microsoft Outlook.

To Get the Download for the Client:

Once you have purchased the ndMail add-on, NetDocuments sends an email that includes the download to your organization. The install is either installed automatically to all clients or you might have to install it to your client. If you need to install it, follow the steps below.

To Install ndMail on the Client:

  1. Ensure the account has administrative rights before installation.
  2. Obtain the ndMail Install from your administrator.
  3. Double-click the ndMailSetup.exe, then select Next.
  4. When the NetDocuments Terms of Use dialog box appears, read the license agreement, select that you accept the terms, and select Install.
  5. In the Completed the NetDocuments ndMail Setup Wizard dialog box, select Finish.

Back to Top

Three Steps to Getting Started with ndMail

ndMail helps you to quickly file emails to proper locations in NetDocuments. Getting started with ndMail is simple with these three easy steps.

 1. File an Email 

Once ndMail is installed, it automatically generates a list of predictive filing locations to save your email. Simply select a location using the check box next to the location name (you can choose more than one), and then select File.

If you do not see your desired filing location in the predictions, make sure you are looking in the correct Cabinet. Also, use the Search box or Browse button to find it. Do not worry, predictions improve the more you use ndMail.

Pro tip: If you want to make the email only accessible to yourself in NetDocuments, click the Access button, and then select Just You. Even people who have access to that filing location will not see your email.

2. "Send and File" an Email

Filing your sent items is as important as filing what you receive. When composing a message, select a filing location before sending. If needed, click Refresh to get updated results based on the details of your message.

3. Link Outlook Folders to NetDocuments

If you prefer to save emails using your existing email folders, ndMail lets you do that as well. After linking a folder, any email you move to that folder will automatically be saved to NetDocuments. To get started, simply right-click any Outlook folder and select Map Folder to ND.

Then, select your desired filing location in NetDocuments and select OK. (Be sure to complete any required profile fields marked in RED.) If you want to file emails that are already in the folder to NetDocuments, leave Copy pre-existing emails too selected. Otherwise, clear the check box. Click Link to finish. ndMail will add "(nd)" to the end of the folder name, so you can easily remember it has been linked, including mobile devices.

Pro tip: If you want to link subfolders (that have not already been mapped to NetDocuments) to the same filing location as the one you are currently setting, select Link (unmapped) subfolders too.

And that's it! You're ready to start filing with ndMail. For more information about using ndMail, check out our ndMail Support pages here.

Back to Top

Support and Feedback

If you have any feedback, questions, or report issues, please contact us at support@netdocuments.com or call at the closest customer support center:

  • US customers, call 801-226-6882 or 866-NET DOCS (638-3627).
  • EU customers, call +44(0) 2034.556770.
  • AU customers, call +61 2 8310 4319.

We thank you for your input and feedback and appreciate you using NetDocuments and associated product features. We value you as a customer. 

The NetDocuments Team

Back to Top

Was this article helpful?
0 out of 0 found this helpful

Comments

  • Avatar

    Question: I am just getting caught up here on the ndMail product announcement. I am trying to figure out why this product is being rolled out and described as a "game changer" compared to EMS Profiler. I may be that since I am a solo practice attorney, it is not as big a deal to me as to a larger firm where compliance may not be as uniform (I make myself always use EMS Profiler to file all my emails into NetDocs). Other than the function of being able to re-name the subject line/topic of an email when filing it into NetDocs, what does ndMail do that EMS Profiler does not already do? How is this a game changer? What am I missing? Also, is ndMail going to replace EMS Profiler? Do I need to get ready to install ndMail because EMS Profiler will be phased out? Seems like they really do the same thing, ndMail just tries to look at a lot more data in the emails to determine the filing location whereas EMS Profiler compels you to use just a few fields to manually file each email (Client/Matter/Counterparty, in my system)

Have more questions? Submit a request
Powered by Zendesk