Streamline Your Workflow: The NetDocuments ScanSnap Integration for Legal Professionals

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February 21, 2022

This integration has changed throughout the years, but this article contains the most updated information on using NetDocuments and ScanSnap.

If, for whatever reason, this method doesn’t work, go back to this method:   https://optiable.com/netdocuments-and-fujitsu-scansnap-third-times-the-charm/

PART 1: Installing the NetDocuments ScanSnap Connector

Step 1:  Download and run the installation file

https://easynxconnect.com/netdocsconnector/ndSetup.msi2

Step 2: Click Next

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Step 3: Click I Agree and Next

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Step 4:  Click Just me and Next

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Step 5: Click Next

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Step 6: Click Close

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Step 7: Launch the ndScanSnap Setup

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Step 8: Click Initialize COM Objects

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

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Step 10:  Click Allow

 

Step 11: Click Select Default Container

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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

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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

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

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Step 3: Make sure NetDocuments is selected

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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