A few months ago, Affinity Partner Jeffrey Krause described several tips and tricks for using NetDocuments on a Mac. He promised to tell us more about the integration between NetDocs and Gmail. Now it's time to catch up with him again!
From Partner Jeff Krause:
While I originally mentioned the Gmail integration in the context of using a Mac, the integration is not unique to Mac users. That said, I am a big fan of ndOffice. If I am using a PC to work with NetDocuments, my strong preference is to use Internet Explorer, Office 365 and ndOffice for the most seamless integration. Even if I used Gmail on my PC, I would configure my account in Outlook and use ndOffice to save my email to NetDocuments.
If you are on a Mac or do not have access to or do not want to use Outlook, the Gmail integration is a way to save emails to NetDocuments. The integration specifically works with Google's Chrome browser. The first step is to install the ndGmail extension from the Chrome Web Store. Once you have installed the application, you will be prompted through the configuration process. Open Gmail from within Chrome and you will see a Save to ND icon. You can now select one or more emails, click Save to ND and select where you want to save the emails in NetDocuments.
That's it. You can now save emails from Gmail to NetDocuments. If you would like to learn more, NetDocuments has a helpful page that explains this entire process in more detail and includes a video walkthrough. Just click the button below or go to https://support.netdocuments.com/hc/en-us/articles/205219480-Gmail-Extension.