Installing and Using EMS Folders | ndTutorials скачать в хорошем качестве

Installing and Using EMS Folders | ndTutorials

Using EMS Folders Email management service or EMS allows users to easily file emails from Outlook into NetDocuments. Users can choose between two different EMS add-ins – EMS Folders and EMS Profiler. This video will demonstrate EMS Folders. Install To install EMS Folders, go to Settings, Application Settings, Under Install EMS Folders click Download and Install. Open the installer and follow the directions. When you open Outlook, you will be asked to sign in with your NetDocuments account. If it doesn’t come up right away, that’s okay. It’ll show up in a minute or two. File emails A new folder will appear in your navigation pane called “ND – Send to NetDocuments”. Click on the folder to expand its subfolders. You will then see your cabinets, folders, and workspaces. Only folders with the Angle bracket next to them will correspond to a valid filing location. These folders represent your NetDocuments folders and workspaces. Simply drag and drop emails into the desired folder. Using Ctrl + Drag and drop will copy the email into the folder. You will also see a new tab at the top called EMS Folders. Once you have made your desired changes, Click Archive Now on the top left, or the emails will automatically be archived every hour. Manage folders Search will take you to the browser to search for emails filed in NetDocuments. If you select a workspace, the View Workspace button will take you to the browser to view the selected workspace in NetDocuments. To refresh the folder tree, click the parent folder to open it. Its subfolders will then be refreshed. You can add a new folder or workspace from this same tab.