ndMail Folder Mapping

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Overview

After running the ndMail .exe installer, you can take advantage of using the ndMail folder mapping functionality. If you enjoy using Outlook folders, this means that you can continue filing by dropping files or emails into Outlook folders.

ndMail Folder Mapping creates links between Outlook and NetDocuments folders, workspaces, and filters. Any item filed into a linked Outlook folder is automatically profiled to NetDocuments correctly, which means that you can leverage existing Outlook folders without changing the way you work.

How to Map Outlook Folders

  1. Install the ndMail Folder Mapping by running the ndMail .exe installer, and open Microsoft Outlook. 
  2. If prompted, enter your NetDocuments username and password.
  3. Right-click the needed folder in the Outlook, and then select Map Folder to ND.
  4. In the Select location in NetDocuments dialog box, select the folder you want to link to in NetDocuments, and then select OK.
  5. In the Link Folder to NetDocuments dialog box, specify the following options, as needed:
  • Copy emails as private – Sets a property on the items synced from this folder so that only you can view it in your NetDocuments repository.
  • Link (unmapped) subfolders too – Allows the syncing of all sub-folders to the mapped folder in NetDocuments.
  • Copy pre-existing emails too – Copies all pre-existing items from the Outlook folder to NetDocuments.
  1. After specifying the needed options, select Link. The corresponding message appears notifying you about the successful mapping to the selected folder.

ndMail Folder Mapping Functionality

On the Microsoft Outlook ribbon, you can see the ndMail tab.

Pause and Start

If syncing is paused, the existing items and items you have moved to this Outlook folder will be added to the queue and will not be uploaded to the NetDocuments Web Interface. Upon clicking Start, syncing will be started and all items will be uploaded to the NetDocuments Web Interface.

ndMail Monitor List

Upon selecting the ndMail Monitor List button, the Link to NetDocuments dialog box opens.

The following options are available: 

  • Edit - Click to change the Outlook folder to NetDocuments folder linking. Upon selecting this option, the Link Folder to NetDocuments dialog box opens. You can either unlink the corresponding folder, re-sync it, or edit the previously specified settings by selecting the ellipses  button. Note: Upon clicking the ellipses  button, the Select location in NetDocuments dialog box opens, where you can edit the needed location for folder mapping.
  • Unlink - Click to unlink the Outlook folder. Emails from this folder will no longer be automatically copied to NetDocuments.
  • Re-Sync - Click to start copying items to NetDocuments from this folder. Two options are available:
    • Only emails that have not been copied previously
    • All emails (even if they were copied previously)
  • Failed Emails - Click this link to view error emails. You can find the information on the error itself, email address, subject, delivery date, and folder path in Outlook.

 Note: Right-click the needed folder, and then select Edit/Remove ND Folder Mapping to open the same Link to NetDocuments dialog box.

More

Upon clicking More, the following options are available.

Settings

In the Settings dialog box, you can see two tabs: General Setting and Advanced.

Upon clicking the General Setting tab, you can select the following options:

  • Add category "filed to ND" once the item has successfully been uploaded to NetDocuments.
  • Display notifications balloon (for errors) in system Tray
  • Add/Remove (nd) or customized tag to the end of names of folders linked/unlinked to NetDocuments

Upon clicking the Advanced tab, you can select the following options:

  • Show "ndMail folder Mapping" Folder. The folder where ndMail Folder Mapping stores its settings is currently hidden. You can click this button to show the folder.
  • Enable troubleshooting logging - Select this check box to record the troubleshooting logs which you can view by clicking the View Log Folder button.
  • Clear Main Queue - Clear the items that are queued for copying to NetDocuments.
  • Clear Error List - Clear the error list that has been generated when copying emails to NetDocuments.

 

 

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