How to get NetDocuments to Automatically Pop when saving in Adobe

When I click on the Save or Save As in Adobe, I want NetDocuments to pop open automatically.  Instead,  the screen below appears.

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I don’t want to save into the Document Cloud or My Computer.  I want NetDocuments to open.

There is a pretty easy fix.

Edit –> Preferences –> General

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Now, when I hit save or open in Adobe,  NetDocuments Automatically opens.

About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer