ndMail for Office 365

Follow

Updated:

ndMail_logo_standard.png

NetDocuments now gives you an opportunity to work on the go and across Outlook interfaces with ndMail for Office 365, an Exchange-based Office Add-in. File your emails and documents anytime and anywhere.

Setup

Before using ndMail for Office 365 on your mobile phone or other Outlook interfaces, it must be enabled via Outlook Web per mailbox or deployed centrally by your Exchange Online administrator (see Centralized Deployment below).

Install ndMail in Outlook Web:

  1. Open a browser and navigate to Outlook Web via https://outlook.office365.com.
  2. Login to Outlook.
  3. Select any email.
  4. Select the More Actions (more_actions.pngbutton (next to Reply all and Forward). 
  5. In the drop-down list, select Get Add-ins.
  6. In the opened window, select My add-ins.
  7. Select the Add a custom add-in drop-down menu, and then select Add from URL.
  8. In the Add private add-in from a URL window, enter URL: https://addins.netdocuments.com/ndmailforoffice365/ndMailMobileProd.xml
  9. Select OK > Install.

Install ndMail in the old Outlook Web UI:

  1. Open a browser and navigate to Outlook Web via https://outlook.office365.com.
  2. Login to Outlook.
  3. Open the Settings bar.
  4. Select Manage add-ins > My add-ins.
  5. Select the Add a custom add-in drop-down menu, and then select Add from URL.
  6. In the Add private add-in from a URL window, enter URL: https://addins.netdocuments.com/ndmailforoffice365/ndMailMobileProd.xml
  7. Select OK > Install.

After you install the add-in, it will show up across all Outlook interfaces but if you have ndMail for Desktop (COM/VSTO) you can turn it off for desktop Outlook via the following steps. Large organizations may choose to turn this off for all users in Outlook for Desktop if they prefer to use the COM/VSTO add-in there:

  1. Right-click the Outlook Ribbon, and select Customize the Ribbon.
  2. In Main Tabs, clear the ndMail add-in check box.
  3. Select OK.

Note: This procedure works only for install on your individual mailbox. Microsoft deployment tools may be used to remove this for all users. 

Back to Top

Centralized Deployment

Many organizations may prefer to install ndMail for Office 365 administratively so it is available for all users. For further information on centralized deployment options, please see ndMail for Office 365 Centralized Deployment

Back to Top

Interface Overview and Navigation

The Predictions Panel 

After opening ndMail, the Predictions Panel appears. 

365_final.png

The Refresh refresh.png button refreshes the predicted filing locations.

The Search searchingg.png button opens a field to search for more locations.

The Cabinet Selection Box

From the Cabinet Selection box, select the cabinet to file an item. This cabinet remains selected for the next items to file until you select a new one from the Cabinet Selection box. The filing is performed only per selected cabinet.

If you select a location in a particular cabinet but decide to navigate to another cabinet, then the selected location in the previous cabinet is lost.

If there are no cabinets available, the following message appears: The server cannot display filing locations without an active repository. Please contact your administrator.

Back to Top

How to Use ndMail for Office 365

Open ndMail for Office 365 Add-In

Web Version

  1. Open a browser and navigate to Outlook for Office 365.
  2. Login to Outlook.
  3. Select any email > More Actions (...) > ndMail.
  4. (optional) See Outlook settings to Customize Actions and add the ndMail icon next to the Reply/Reply All buttons on the Message Surface.

Mobile Version

Note: You must install Outlook for Mobile on your device.

  1. Open Outlook mobile application.
  2. Select an email to open it.
  3. Select More Options (...) for the message.
  4. Select the ndMail icon to open the add-in and file the message.

ndmail_ios.jpg

File an Email to NetDocuments

After you install ndMail for Office 365, it automatically generates a list of predictive filing locations to save your email.

To File an Email to NetDocuments: 

  1. Select an email and open ndMail.
  2. Select the check box next to the location name (you can choose more than one).
    • If you do not see your desired filing location in the predictions, select a different cabinet in the Cabinet Selection box and ensure you are looking in the correct Cabinet.
    • Use the Search button to search for a workspace or a folder by any word in the name of the location. Note that predictions improve the more you use ndMail.
    • If you want to make the email only accessible to the internal sender and internal recipients, select the button.png button > Access > Participants.
    • Use the Refresh button if you need to refresh the predictions for the item.
  3. Select File.

_____.png

Note:  You do not have to wait until ndMail finishes filing. It is done in the background while you can move on to another email.

  1. If you select an email that is already filed, you will see the location where the item is filed (if you have access to both the message and the location in NetDocuments).

Back to Top

 

 

Known Issues

NOTE: We've had a few reports of some implementations of Federated Identify not working with ndMail for Office 365. We plan to fix this as a high priority in an upcoming release. Most customers should not see this issue, however. 

Support and Feedback

If you have any feedback, questions, or issues, submit a request via our support site or call the closest customer support center:

  • US customers, call 801-226-6882 or 866-NET DOCS (638-3627)
  • EU customers, call +44(0) 2034.55677
  • AU customers, call +61 2 8310 4319

We thank you for your input and feedback. We value you as a customer.

The NetDocuments Team

Back to Top

Was this article helpful?
0 out of 0 found this helpful
Powered by Zendesk