Streamline Your Workflow: The NetDocuments ScanSnap Integration for Legal Professionals

This integration has evolved over the years, but this article contains the most up-to-date information on using NetDocuments and ScanSnap.

If, for whatever reason, this method doesn’t work, go back to this method: https://optiable.com/scansnap-adobe-netdocuments/

PART 1: Installing the NetDocuments ScanSnap Connector

Step 1:  Download and run the installation file

See:  https://support.netdocuments.com/s/article/Fujitsu-ScanSnap-Connector

https://optiable.com/ndsetup

Step 2: Click Next

Step 3: Click I Agree and Next

Step 4:  Click Just me and Next

Step 5: Click Next

Step 6: Click Close

Step 7: Launch the ndScanSnap Setup

Step 8: Click Initialize COM Objects

Step 9: Click Login into NetDocuments and enter your NetDocuments Login Information

Step 10:  Click Allow

Step 11: Click Select Default Container

Step 12:  Choose a default container

Just pick the main cabinet you will be scanning to.

Step 13: Check the rename file and Select Container

Part 2:  Integration of the ScanSnap Software with NetDocuments

This all depends on which software you have installed.  There are two ways outlined below.

Step 1:  Go to the ScanSnap Icon in your system tray

Step 2: Right-click on the Icon and click on Scan Button Settings…

Step 3: Make sure NetDocuments is selected

Step 1:  Go to the ScanSnap Icon in your system tray

Step 2:  Click Edit Profile

Step 3:  Under Scan to Folder, Choose NetDocuments as the Application