Streamline Your Workflow: The NetDocuments ScanSnap Integration for Legal Professionals

Posted in NetDocuments Scanning, NetDocuments Tips | Last updated on February 21, 2022 by Craig Bayer

Fujitsu ScanSnap scanners have historically offered direct integration with NetDocuments. However, this integration is no longer supported. We’re leaving this guide here for reference, but if these steps don’t work, don’t spend time troubleshooting — just use the Adobe-based method instead.

Important: The NetDocuments ScanSnap integration is no longer supported, regardless of where you purchased your scanner. If these steps don’t work, switch to the Adobe scanning method — it works reliably for all setups.

Recommended fallback: Scanning to NetDocuments via Adobe Acrobat

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

image

Step 3: Click I Agree and Next

image

Step 4:  Click Just me and Next

image

Step 5: Click Next

image

Step 6: Click Close

image

Step 7: Launch the ndScanSnap Setup

image

Step 8: Click Initialize COM Objects

image

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

image

Step 10:  Click Allow

 

Step 11: Click Select Default Container

image

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

image

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

image

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

image

Step 3: Make sure NetDocuments is selected

image

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

Troubleshooting

If these steps don’t work, the integration is no longer supported and further troubleshooting won’t help. Switch to the Adobe-based scanning method, which works reliably across all setups: Scanning to NetDocuments via Adobe Acrobat

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