NetDocuments on a Mobile DeviceNetDocuments Tips

Saving Emails to NetDocuments on your Smartphone

By September 2, 2020June 5th, 2022No Comments

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

image

Step 2: Click on ndMail

image

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

image

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

image