How to Make NetDocuments Automatically Open When Saving in Adobe Acrobat

Posted in NetDocuments and PDF Software, NetDocuments Tips, NetDocuments User Customization | Last updated on October 14, 2019 by Craig Bayer

When you hit Save or Save As in Adobe Acrobat, you might see a dialog asking whether to save to Adobe Document Cloud or your computer — with no sign of NetDocuments. This is a common frustration for law firm staff who work in Acrobat regularly. The fix is a single preference change.

Why This Happens

Adobe Acrobat defaults to its own save dialog, which shows Adobe’s storage options first. This overrides the Windows-native Save dialog that ndOffice needs in order to intercept the save and prompt you to store the file in NetDocuments.

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

There is a pretty easy fix.

Step 1:   In Adobe, click Menu — Preferences — General

Step 2:  Uncheck the Box next to Show Online storage

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Step 3:  Scroll down and click OK

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

From this point on, when you save or open a file in Acrobat, the standard Windows file dialog will appear and NetDocuments will automatically pop open, just as it does from Word or Excel.

Still not seeing NetDocuments after making this change? Make sure ndOffice is installed and running (look for the NetDocuments icon in your system tray). If ndOffice isn’t active, the Windows save dialog will open, but NetDocuments won’t intercept it.

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