Document workflows & integrations — found from sitemap — NetDocuments

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Facts read from this source

• Outlook addin platforms Report an error

  “allows users across all devices (PCs, Macs, phones, and tablets) to both file emails and attach documents from the same add-in”

• Share tab sharing modes Report an error

  “there are 4 ways to share via this add-in. Each way can be accessed at the bottom of the add-in panel: attach, link, secure, copy”

• Attachment handling zip pdf Report an error

  “Users can rename documents, reorder attachments, remove attachments, compress all attachments to a ZIP file, and convert all attachments to PDF.”

• Version sharing Report an error

  “You can choose which version of a document to share. From the Share tab, click the version number to the right of the document name to open a list of all available versions.”

• Multiple email filing Report an error

  “The ability to file multiple emails in a single action is available. A user can select multiple items from the list view and load the add-in to file them to the same location.”

• Global filing indicator Report an error

  “a grey category will appear reading ND: Filed.”

• One click filing default Report an error

  “This setting is disabled by default and can be found in the add-in's settings menu”

• Conversation filing Report an error

  “Conversation Filing pre-selects a filing location for subsequent emails in a conversation based on where a previous message in that thread was filed.”

• Send and file Report an error

  “This feature allows users to file an email and any attachments (if applicable) to NetDocuments at the time the email is sent.”

• Send and file mobile Report an error

  “Due to Microsoft restrictions, Send and File is not available in the Outlook mobile app.”

• Prompt to file Report an error

  “The option to have the add-in prompt users to file an email to NetDocuments when sending is available. This is set on an individual user level.”

• Folder mapping Report an error

  “Folder mapping via M365 creates links between Outlook in the cloud and NetDocuments folders. Any emails filed into a linked Outlook folder is automatically profiled to NetDocuments correctly”

• Folder mapping copy preexisting Report an error

  “Copy Pre-Existing Emails: By default, this option is off. If you click the toggle to enable the feature, all emails in the folder prior to mapping the folder will be filed into NetDocuments.”

• Delegate filing Report an error

  “You can assign a delegate who can file emails on your behalf from Outlook. These delegates can file emails on your behalf via any filing method”

• Attachment naming convention Report an error

  “Users can create their own email attachment naming conventions per cabinet so they don't need to edit the naming of their attachments each time one is shared”

• Set and lock acl Report an error

  “The Set and Lock ACL feature allows cabinet administrators to control the ACL of all emails saved via the M365 Outlook add-in to a certain security level.”

• Calendar limitations Report an error

  “The add-in doesn't currently support filing Calendar events. It does support sharing documents to Calendar events and managing folder mappings, but only when composing a new event”

• Login email requirement Report an error

  “the user's email address being used in Outlook must match the user's registered email address in NetDocuments.”

• SSO supported Report an error

  “If your organization uses Single Sign on, select the SSO button.”

• Predictions panel Report an error

  “shows a list of predictions in the list below (see item 9) made for the selected email where the add-in determines the email is most likely to be filed.”

• Advanced search type ahead Report an error

  “There is a type-ahead search available in the Advanced Search fields”

• Edit profile before filing Report an error

  “Users can edit an email's profile directly from the File tab prior to filing”

• Choose save attachments Report an error

  “You can choose exactly what to save when filing an email that has attachments. You can file just the email, just the attachments, or select specific attachments to include.”

• Background filing Report an error

  “Filing is done in the background so you can move on to another email and continue your work.”

• Ndmail hybrid compatibility Report an error

  “both the COM ndMail add-in and the M365 Outlook add-in can be used in a hybrid fashion.”

• New outlook compatibility Report an error

  “This add-in is fully compatible with Microsoft's newest iteration of Outlook, the "New Outlook" or "One Outlook" as it is often called.”

• Tree view Report an error

  “Users have the option to view Workspaces and Folders in a tree view, making filing faster and easier.”

• Share tab search types Report an error

  “Options include Files (which includes emails), Folders, Filters, and Workspaces (labeled to match your organization's terminology, such as Matter or Client). By default, only Files are shown.”

• Admin setup Report an error

  “Setup and deployment of this add-in is managed by your Exchange Online administrator.”

• Conversation filing exclusions shared Report an error

  “These exclusions carry over between the desktop add-in (ndMail) and M365 add-ins automatically”

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