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Saving PDFS from a website into NetDocuments

By September 2, 2020June 5th, 2022No Comments

I have found that Option 1 doesn’t really help with Pacer\ECF\Court Filings.

You need to use Option 2, which is described in more detail here:  https://optiable.com/the-quick-method-to-save-pacercmecf-pdfs-into-netdocuments/

 

When someone clicks on a pdf document from a website,  they want to be able to save it directly into their Document Management System like NetDocuments without having to download it their desktop first.

A good DMS will intercept the Save As process as soon as the user clicks the button.  The problem with viewing a pdf on a website is that there is no Save or Save as Button.

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As shown above, we only have the option to download this pdf.

This issue gets a little more complicated because different web browsers treat pdfs differently.

Option 1:  Adobe Reader DC,  Google Chrome, and the Adobe Google Chrome Plug-In.

This is my favorite because it works well, and it completely free.

1. Download Adobe Reader DC

2. Use Google Chrome

3.  Install the Adobe Google Chrome Extension

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This adds an Open in Acrobat Button when you are viewing a PDF.  When you click on Open in Acrobat, open the PDF in Adobe Reader DC.

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Option 2:  You use Firefox

Firefox has a setting that allows you to choose what happens when you click on a PDF.  You don’t have to download any extension.

Click on options or paste this into the browser bar about:preferences

Make sure you are on General and Scroll down to Applications:

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Under Portable Document Format (PDF), choose either Use Windows default application or a specific PDF Program.

Option 3:  You use Edge or Internet Explorer

Google Chrome and Firefox are free to download; I would recommend using them.