So many useful NetDocuments add-ins for Microsoft Outlook - so little time!
In particular, this blog will share some Outlook features that can be utilized in NetDocuments when sending documents to external parties.
When the user is sending an email within Outlook and selects the "New Email" icon, the users are presented with new options for attaching documents directly from NetDocuments.
These are the icons that will be displayed on the Outlook toolbar.
Note: The Edit and Zip options will be highlighted once a document is attached, activating those options to be utilized.
The options are as follows:
If you have any questions or want to learn more about add-ins for NetDocuments, please contact us at info@affinityconsulting.com.