Managing emails can often feel overwhelming, especially when juggling multiple workspaces and projects. For Mac users working with NetDocuments, staying organized is about to get much simpler. Folder Mapping allows you to seamlessly link your Outlook folders to specific NetDocuments workspaces, enabling you to save and organize emails automatically. This powerful feature streamlines your workflow and ensures that important correspondence is stored securely and efficiently. Ready to unlock a more productive way of managing emails on your Mac? Let’s explore how Folder Mapping can help.
We discussed this feature previously in this article, but this plugin has now been updated.
Once a folder in Outlook is mapped to a Matter in NetDocuments, an email you drag into that folder automatically gets saved into NetDocuments. While you can do this on any platform, this article explains how to do it on a Mac.
Step 1: Open the NetDocuments Sidebar Panel
If not already visible, click on an email and choose the Square ND.
Step 2: Click on the … and then Settings
Step 3: Select Manage Folder Mapping
Step 4: Click New Mapping
Step 5: Type in the Outlook Folder Name you want to map
Step 6: Choose the Cabinet you are mapping
Step 7: Type in the Workspace you want to map.
Note: If you can’t find your workspace, click on the Tree View to browse.
Step 8: Fill out the Settings
Step 9: Click Save
Step 10. Confirm Mapping
The folder will now be listed under Mapped Outlook Folders.
Any email moved to that Outlook folder will be automatically filed in the corresponding NetDocuments location.
