Using NetDocuments with the New Outlook

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November 17, 2023

Microsoft is releasing a new version of Outlook in the near future.  Some of my clients have been asking me if NetDocuments will work the new version of Outlook.  Good news, it already does. 

To get this to work, you will need to install the new NetDocuments M365 Outlook add-in.  Those instructions can be found here:  https://support.netdocuments.com/s/article/M365-Outlook

This will replace the old ndMail plugin that was originally installed. 

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Once you have it installed and switch over to the New Outlook, you will see the new modern NetDocuments Interface.

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This plugin does the following:

  • Predictive Coding to Save Emails
  • Folder Mapping to link Outlook Folders to Workspaces in NetDocuments
  • The Ability to seamlessly add email attachments to emails. 

Here is a quick video of me taking this for a spin.