If you still don’t see the checkbox (Global Filing Indicator) following your email after saving it in NetDocuments, please contact NetDocuments Tech Support at 801-226-6882, Option 2.
See Also:
The Filing Check Box (Global Filing Indicator) does not show up in Outlook when saving an email to NetDocuments.
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