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NetDocuments on Mobile Devices

Learn how to access, edit, and manage your firm's documents from anywhere using NetDocuments' mobile apps for iOS and Android. We'll cover best practices for mobile workflows, offline access, and staying productive while working remotely. AGENDA: ============== 00:00 introduction 00:54 What’s new with NetDocuments 02:01 Upcoming webinars and events 02:43 Updated mobile tip articles 04:17 Mobile workflow overview 06:39 Download the correct NetDocs app 07:10 Login basics and SSO setup 08:22 Enable and use ND Keyboard 10:04 Use Microsoft Office mobile with NetDocs 12:18 Save emails from Outlook mobile 13:12 Admin settings for mobile access 15:45 Switch to iPhone demo 16:37 File an email in Outlook app 18:46 First-time login walkthrough 24:07 Attach files from NetDocs in Outlook 26:05 Share links from Outlook NetDocs add-in 26:53 NetDocs app tour and sharing options 29:27 Search, recents, and uploading photos 31:31 Add NetDocs as storage in Word 33:08 Insert doc links with ND Keyboard 36:08 Q&A: missing NetDocs in Outlook menu 38:18 Deploy the M365 Outlook add-in 41:37 Q&A: folder mapping on mobile 46:08 Q&A: Intune and MDM considerations 49:02 Wrap-up and next steps TO LEARN MORE: ================ Visit the Optiable website: https://optiable.com Register for future events: https://optiable.com/events/ Get tips about using NetDocuments: https://optiable.com/netdocs-tips/