If you’ve ever needed to save a web page as a PDF into NetDocuments, you know the typical drill: print the page, save it to your desktop, open NetDocuments, upload the file, fill in the profile, and clean up the downloaded file. It works, but it’s a lot of steps.
There’s a better way.
The Problem with the Standard Approach
Most browsers let you “print to PDF,” which really just means saving a PDF file to your computer. From there, you still have to import that file into NetDocuments manually. For a task you might do dozens of times a week — saving web receipts, court notices, research pages, or web-based reports — those extra steps add up.
One Step Save: Intercept the Print, Skip the Download
A third-party product called One Step Save solves this by intercepting the print job before it ever hits your hard drive. Here’s how it works:
- You’re on a web page you want to save — a receipt, a docket entry, a research article, whatever it is.
- You hit Print in your browser (Chrome, Edge, etc.).
- Instead of saving the PDF to your Downloads folder, One Step Save intercepts the Microsoft Print to PDF output.
- NetDocuments automatically pops up, prompting you to profile and save the document directly into your matter or workspace.
No file saved to your desktop. No manual upload. The document goes straight from the web page into NetDocuments in a single workflow.
Why This Matters
This kind of tool is particularly useful for:
- Saving web-based invoices or receipts without managing local files
- Capturing court filing confirmations the moment they appear in your browser
- Archiving research pages or articles into the right matter without extra steps
- Any workflow where you regularly save web content and want it organized in NetDocuments immediately
Getting Started
One Step Save is a separate installation on each workstation — it’s not a NetDocuments setting. Once installed and configured to work with Microsoft Print to PDF, the interception happens automatically whenever you print from your browser.
If you’re rolling this out for a firm, plan for a per-machine setup. The good news is that once it’s configured, end users don’t have to do anything differently — they just hit print like they always have, and NetDocuments handles the rest.