Once either you or your administrator has set up ndMail, ndMail helps you quickly file emails to proper locations in NetDocuments.
Tip 1. File an Email to NetDocuments
Once ndMail is installed, it automatically generates a list of predictive filing locations to save your email. Simply select a location using the checkbox next to the location name (you can choose more than one), and select File.
If you do not see your desired filing location in the predictions, ensure 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, select the Access button, and then select Just You. Even people who have access to that filing location will not see your email.
Tip 2. "Send and File" an Email to NetDocuments
Filing your sent items is as important as filing what you receive. When composing a message, select a filing location before sending. If needed, select Refresh to get updated results based on the details of your message.
Tip 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 checkbox. 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 user help here