Affinity Consulting Blog


Assume you have to re-file a UCC statement in 5 years, and you create a Task and/or Appointment in Outlook ... or ... you have a contractual requirement to review & update an Employee Handbook every 18 months, so you create a reminder on your electronic calendar. Wouldn't it also be nice to include a link to the relevant documents saved in NetDocuments, so when the reminder notifies you, you can simply click on the link and go right to the document(s) that need to be reviewed, edited, etc.? Well, you can, and it is pretty easy! The even better news is that in ndOffice 2.2 due out this summer, it will become even easier. For now, this is what you can do:

1. Copy the NetDocuments link(s) into your Clipboard one of two ways:

a. In the ndActivity Center, locate the recent document, right-click and select Get Link.

b. In the Web interface, using the list view, select the desired document. Next, display the Details tab on right. Right-click on the Document ID. This will copy the document link path into your Clipboard.

2. Create the Task or Appointment in Outlook (or any other application that you use, i.e., Apple Calendar, Wunderlist, ToDo, Amicus Attorney, Clio, Orion, Lawbase, etc.). You may also want to add a reminder notification. Click inside the notes section of the event.

3. In the notes section of the task or calendar appointment, paste the NetDocuments link. Close and Save your task or appointment.

In ndOffice 2.2, you will have a NetDocuments button available directly in the Outlook event to add a document or link to a document. Until then, it is still pretty easy with the directions above!

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