Saving Emails to NetDocuments on your Smartphone

Posted in NetDocuments on a Mobile Device, NetDocuments Tips on September 2, 2020 by Craig Bayer

To use this feature you must have purchased ndMail from NetDocuments and be using the Outlook App on your iPhone or Android. 

Step 1: Click on the 3 dots in any email

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Step 2: Click on ndMail

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Step 3:  Choose which Cabinet you want to save the email

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Step 4:  If NetDocuments does not give you the correct prediction, you can manually search for the client or matter

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