NetDocuments Tips

Saving Emails to NetDocuments on your Smartphone

By September 2, 2020February 19th, 2021No Comments

To use this feature you must have purchased ndMail from NetDocuments and be using the Outlook App on your iPhone or Android. 

Step 1: Click on the 3 dots in any email

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Step 2: Click on ndMail

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Step 3:  Choose which Cabinet you want to save the email

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Step 4:  If NetDocuments does not give you the correct prediction, you can manually search for the client or matter

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