NetDocuments on a MacNetDocuments Tips

Using Outlook for Mac with NetDocuments

By June 26, 2020February 19th, 2021No Comments

In NetDocuments,  I want to be able to select a couple of documents, click on Email Copy

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And have Outlook open with the attachments included:

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There are a couple of quick steps to make this happen:

Step 1:  Make sure you are running the current version of ndClick on your Mac

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I am going to need to be running version 1.3.1 or later.

https://apps.netdocuments.com/apps/ndClick/ndClick.pkg

Step 2:  In NetDocuments,  Go to Settings

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Step 3: Click on Application Settings

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Step 4: Check the box next to Desktop Email Integration

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Step 5:  On Mac, Launch Mac Mail

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Step 6:  Go To Mail –> Preferences

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Step 7: Under Default email reader, Choose Microsoft Outlook

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Now, you will be able to use Email Link, Email Copy, and Deliver a Secure link with Outlook on your Mac.