Affinity Consulting Blog


One of the most common tasks performed in NetDocuments is to send a copy of a document to non-NetDocuments users, through email. If you are using Internet Explorer, you have the option of integrating with your local email client to send that email.

If you use Chrome, Firefox or Safari, that option is not available. Instead, users receive an HTML email dialog, that they fill out. There is now a new tool available to them in NetDocuments following the January 19th update. When using the Email Copy and Deliver a Secure Link options (without the Desktop Email Integration enabled) users now have an "address book" available to them.

The option to e-mail a copy appears on the document details panel when you select the document.

The Email Copy dialog will appear as follows:

When entering an email address, that email address is added to the user's address book after the email message is sent. The next time the user wants to enter that email address, it will be available to them in a type-ahead drop-down.

To remove an email address from the address book, search for the address, hover over it, then click the X icon next to the address to remove it.

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