How to integrate NetDocuments with Foxit Phantom PDF

Posted in NetDocuments and PDF Software, NetDocuments Tips on November 8, 2018 by Craig Bayer

Foxit PDF Phantom 8.1 has built-in integration with NetDocuments via ndOffice.  It’s pretty easy to enable.

Step 1: In Phantom PDF go to Open –> add place –> NetDocuments

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Step 2: Login to NetDocuments

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You will now have a ndoffice icon in the open and save section of Foxit.

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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