Step 1: Click on Reply or a Create a new Email
Step 2: Click on the NetDocuments Icon and Change the option to Share
Step 3: Select the Documents you want to attach and then Choose: Attach\Link\Secure
How to add an attachment to an email in Outlook for Mac from NetDocuments
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