NetDocuments is one of the best cloud-based document management systems for Law Firms. However, many people struggle to use it on a Mac because they were trained on how to use NetDocuments on Windows machines. This comprehensive list of blog posts guides you through using NetDocuments on a Mac, allowing you to enjoy all its features.
Setting up Your Mac to Work with NetDocuments
- Installing ndClick on your Mac: https://optiable.com/installing-ndclick-on-a-mac/
- Configuring your Mac, so NetDocuments sends emails to Outlook and the Mail App: https://optiable.com/using-outlook-for-mac-with-netdocuments/
- Configure Mission Control: https://optiable.com/secrets-to-having-success-with-netdocuments-on-your-mac/
Working with Documents on your Mac
- Opening Existing Documents – As long as you have ndclick installed, click on documents to open them, and then close them so they check back in.
- Creating New Documents – https://optiable.com/creating-a-new-document-in-netdocuments-on-a-mac/
- Versioning Documents – https://optiable.com/the-secret-to-using-netdocuments-on-a-mac-part-4-how-to-use-netdocuments-versioning-on-a-mac/
Working with emails on your Mac
- Using ndMail in Outlook for your Mac: https://optiable.com/how-to-save-an-email-to-netdocuments-from-mac-outlook/
- How to map folders in Outlook for Mac to NetDocuments: https://optiable.com/how-to-map-folders-in-outlook-for-mac/
- How to add an attachment to an email in Outlook for Mac from NetDocuments: https://optiable.com/how-to-add-attachments-to-emails-when-using-netdocuments-on-a-mac/
- How to add an attachment to an email in Outlook for Mac from Outlook: https://optiable.com/how-to-add-an-attachment-to-an-email-in-outlook-for-mac-from-netdocuments/
- How to Save an Email Attachment from an Email to NetDocuments on a Mac: https://optiable.com/how-to-save-an-email-attachment-from-an-email-to-netdocuments-on-a-mac/