How to Save an Email Attachment from an Email to NetDocuments on a Mac

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

This informative guide provides step-by-step instructions on saving an email attachment to NetDocuments on a Mac, ensuring a seamless process. It emphasizes clarity and expertise, ensuring Mac users can efficiently organize their email attachments in NetDocuments for improved workflow and document management. The post reassures readers with reliable solutions tailored to Mac users, supporting their productivity and data management needs.

Step 1:  Open up the Matter where you want to save the attachments.

Step 2:  Open a Folder or Filter in that matter where you want to save the attachments.

Step 3:  Drag the attachments over to the Folder or Filter

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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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