The Super Secret NetDocuments Panel in Outlook

Posted in NetDocuments and ndMail, NetDocuments Tips, NetDocuments Windows Software on November 13, 2020 by Craig Bayer

If you have purchased ndMail, there is a way to add a NetDocuments Window to Outlook.

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Once you have this enabled, you can do the following:

 

View a Workspace in Outlook

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View Documents and previews of documents

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Right Click on a document and get a variety of NetDocuments options

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Drag Emails into Locations in NetDocuments

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Enabling this Feature

This feature does not turn on by default.  You have to edit the registry to make this happen.

Here are the Registry Instructions:

Step 1: Navigate to Computer\HKEY_CURRENT_USER\Software\NetDocuments\ndMail

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Step 2: On the right-side panel: on any white space, right-click and then select new and then string.

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Step 3: Add this String

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Step 4: Edit the String and add True

ShowOutlookPanels

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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