Email Management and Filing Software
File emails with a single click.
Declutter your inbox and automatically file emails into the right place within the DMS with predictive email filing or folder mapping to get all relevant files all in one place.
Connect emails automatically to the right matter or project.
Predictive & intelligent filing
Automatically file emails, conversations, and attachments by sender, content, and more with the power of AI.
Powerful search across content
Find emails, documents, and attachments quicker and easier than before with a powerful embedded search with filters you can customize.
Connected to your inbox
Link your Outlook or Gmail to instantly access all the enhanced organization, email filing, document management, and search features of NetDocuments.
Tame your inbox
NetDocuments helps you manage large volumes of emails through AI-powered predictive filing and folder mapping.
Collaborate smarter
Conversation filing and duplicate filing indicators ensure all related communications are stored together, easily accessible, and correctly filed.
Keep your data safe
Built-in security and regulatory compliance measures ensure your emails and documents are centralized and protected.
customer stories
See what customers are saying…
“On our previous system, we could send emails without being asked to file them, so I had something like 12,000 sent items in my outbox. I love that we setup [email management] so that you can’t send an email without first being prompted to file it.”
Craig Thompson
Forsters
“With NetDocuments, staff are still able to use the applications they are used to, such as Outlook, and further regain control of their inboxes. NetDocuments has helped streamline work and increase productivity across the whole business.”
Julie Berry
Saffery
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FAQs
How do I know if an email has already been filed?
NetDocuments email integration includes a Global Filing Indicator (GFI) that marks emails already stored in NetDocuments. A blue checkmark appears next to emails that have been successfully stored, ensuring that users avoid duplicate filings.
Can I map my Outlook folders to NetDocuments?
Yes! NetDocuments email management supports folder mapping, which allows users to link Outlook folders to NetDocuments locations. Any emails moved into a mapped folder will automatically be filed in NetDocuments, reducing the need for manual filing and streamlining workflow.
How does NetDocuments email management ensure email security?
Emails remain securely stored within NetDocuments, minimizing security risks and ensuring compliance. Users do not need to download emails locally before filing, reducing the potential for data breaches. Additionally, access control settings allow only authorized users to view and manage filed emails, maintaining confidentiality and security.
Can I control access when filing emails in NetDocuments?
Yes! When filing an email, you have the option to customize access settings. You can choose to inherit the default access settings from NetDocuments, ensuring consistency with your organization’s permissions. If enabled by an administrator, you can also restrict access to yourself only, keeping the email confidential. Additionally, you have the option to automatically grant access to internal recipients, allowing relevant team members to view the filed email.
Can I automatically file an email when sending?
Yes! NetDocuments email management supports Send & File, which allows users to file emails automatically as they are sent. This feature ensures that emails are securely stored in the correct NetDocuments location without requiring additional manual steps. By automatically associating the email with the appropriate workspace or folder, Send & File helps maintain a complete matter profile, reducing the risk of lost or unfiled communications.
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