Generating an email from NetDocuments Does not Contain my Outlook Signature

Posted in NetDocuments Tips, NetDocuments User Tips on April 13, 2022 by Craig Bayer

In NetDocuments, you can grab a document and use an email copy or email link to send it to Outlook.

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Your email signature is not added to the email when you do that.

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If we look at the email settings of that email, it’s in Plain Text.

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I have dealt with this issue for every program I have been a consultant for. (Amicus Attorney, PCLaw, TimeMatters, Worldox, etc.)

Whether it’s NetDocuments or another program,  when an email is generated outside Outlook,  it will be in Plain Text and not have an email signature.

This is a Microsoft setting, not a NetDocuments setting.

Microsoft explains it here:  https://docs.microsoft.com/en-us/outlook/troubleshoot/message-body/outside-messages-not-include-email-signature.

Here is how I deal with the issue

In the Quick Access Toolbar, I add Format as HTML and Signature.

 

 

I am not sure what NetDocuments can do about this; it’s a Microsoft outlook setting, but there is a request in the NetDocuments ideal bank to deal with it: https://netdocuments.ideas.aha.io/ideas/IDEA-I-89.

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