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How to identify emails that have been copied to NetDocuments

How can you be sure that an email has been copied from Outlook to NetDocuments? We added two features to MailSync for NetDocuments and Outlook to give you this information quickly. MailSync for NetDocuments and Outlook allows users to map Outlook folders to NetDocuments workspaces. This means that any emails…

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Office 365 Tip: Get alerted when important files in SharePoint change

Here’s a quick tip if your organization has started saving important documents in Office 365 SharePoint. You can create an alert so that you get notified via email or text message whenever a document that you are interested in changes. How I use this My accounts team updates an Excel…

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Which Outlook folders are syncing over to NetDocuments?

Many NetDocuments users are now using MailSync to copy their emails from Outlook to NetDocuments using drag and drop. MailSync maps Outlook folders to NetDocuments so that any emails moved into mapped Outlook folders are automatically copied over to the correct place in NetDocuments. Find out how Outlook users are…

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Email Merge to your CRM from Outlook

Here’s a quick tip that allows you to email merge out from Outlook and still track the email in your favourite CRM system. Thousands of users are already using Email Merge to send out emails from Outlook to get around limitations in their CRM systems (Hubspot, Saleforce etc). What you…

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Saving documents in Office 365: SharePoint Team Sites or OneDrive for Business

We are starting to use Office 365 more and more in our company and I thought I would share some of our learnings. It isn’t always obvious what extra Office 365 can do for you (aside from being a way to rent Office instead of being able to buy it).…

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