Using Outlook for Mac with NetDocuments

Posted in NetDocuments and ndMail, NetDocuments Mac Software, NetDocuments on a Mac, NetDocuments Tips on June 26, 2020 by Craig Bayer

In NetDocuments, I want to be able to select a couple of documents, click on Email Copy

And have Outlook open with the attachments included:

There are a couple of quick steps to make this happen:

Step 1: Make sure you are running the current version of ndClick on your Mac

I am going to need to be running version 1.3.1 or later.

https://apps.netdocuments.com/apps/ndClick/ndClick.pkg

Step 2: In NetDocuments, Go to Settings

Step 3: Click on Application Settings

Step 4: Check the box next to Desktop Email Integration

Step 5: On Mac, Launch Mac Mail

Step 6: Go To Mail –> Preferences

Step 7: Under Default email reader, Choose Microsoft Outlook

Now, you will be able to use Email Link, Email Copy, and Deliver a Secure link with Outlook on your Mac.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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