How to update to ndMail for M365

Posted in NetDocuments and ndMail, NetDocuments Tips on August 21, 2024 by Craig Bayer

HOW TO FIGURE OUT WHAT VERSION OF THE APP YOUR FIRM IS CURRENTLY RUNNING

Step 1: Go to this page in Office 365

https://admin.microsoft.com/Adminportal/Home#/homepage

Step 2: Click on Settings –> Integrated Apps and Choose NetDocuments

Step 3: Click Update add—in

Step 4: Copy this link in the Manifest File

https://m365-outlook-addin.netdocuments.com/m365-outlook-addin.xml

Step 5: Click Next and wait for this to update.

Release Notes: https://support.netdocuments.com/s/article/M365-Outlook-Add-in-2-3-Release-Notes

If you already have the Manifest File Installed: https://support.netdocuments.com/s/article/M365-Outlook-Add-in-2-3-Release-Notes#AlreadyInstalled
If you are installing it for the first time: https://support.netdocuments.com/s/article/M365-Outlook-Add-in-2-3-Release-Notes#FirstInstall

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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