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NetDocuments – Adding Filters / Document Types to Workspaces

Here is a short video on adding new filters /DocTypes to Worspaces.

IMPORTANT NOTE: After adding new filters, existing Workspaces will need to be “Refreshed” – Outlook folders that are mapped to an existing filter using the ndMail Folder Mapping feature may break. The workspace refresh process provides new URLs to the workspace filters, therefore the mapping has to be reset in Outlook PER USER.

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