How to add Attachments to Emails when using NetDocuments on a Mac

Posted in NetDocuments Mac Software, NetDocuments Tips on June 5, 2025 by Craig Bayer

Efficient email communication is essential for any professional, and being able to seamlessly add attachments to your messages is a key part of that process. If you’re a Mac user navigating the NetDocuments platform, the process might seem a bit tricky at first. But don’t worry—we’re here to guide you. This blog will provide a clear, step-by-step guide to help you confidently add attachments to emails within NetDocuments on your Mac. With our expert tips, you’ll master this essential task in no time, streamlining your workflow and enhancing your productivity.

We go over how to set this up here:  https://optiable.com/using-outlook-for-mac-with-netdocuments/

We also have a lot of NetDocuments Mac Articles here:  https://optiable.com/the-secret-to-using-netdocuments-on-a-mac/

Step 1:  Select your Documents

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Step 2:  Click Email Copy\Email Link\Deliver a Secured Link

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Step 3:  Outlook Will Open with the attachments

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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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