OLD: Here is a Quick Way to Integrate your ScanSnap Scanner with NetDocuments

Posted in NetDocuments Scanning, NetDocuments Tips on November 8, 2018 by Craig Bayer

This article has been updated:  https://optiable.com/netdocuments-scansnap-integration/

Can you imagine pressing one button and having all your documents scanned and moved to your document management software in the cloud?  No more saving documents to your desktop and hoping you remember to profile them.  There is a way to setup NetDocuments and Fujitsu ScanSnap Scanners to do exactly that.

Installation of the Link with NetDocuments

In NetDocuments go to Settings –> Workstation Make sure the first option under Auto Import is selected and make a note of the location of your Auto Import Folder.

  • Right click on the ScanSnap Icon in your system tray
  • Choose Scan Button Settings
  • Uncheck Use Quick Menu
  • Click On Detail
  • In the Save Tab make sure the Image saving folder is set to the NetDocuments AutoImport Location
  • In the Application Tab make sure Scan to Folder is Set
  • Under File Options, Check Convert to Searchable PDF

Now, when you place a group of documents in the scanner and press the scan button, NetDocuments Profile Screen will automatically appear.  What used to be a 4 step process has been reduced to 1 step.

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