Can you email directly from NetDocuments?
Modified on: Tue, 12 Nov, 2019 at 1:45 PM
Q: We always email documents and links out of NetDocuments and very rarely create an email first and then add the doc. Is there a way to set it so that it simply opens an email in outlook with either the link or the doc already inserted?
A: Yes, certainly that can be enabled. This is a per-user setting that you can enable yourself.
To enable manually
- Click on Hi [Your Name] in the top right hand corner of NetDocuments
- Then select Settings
- Then click on Application settings
and put a tick in 'Desktop Email Integration' as shown
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