How to use your ScanSnap with NetDocuments when the integration doesnt work

Posted in NetDocuments Scanning, NetDocuments Tips on September 24, 2020 by Craig Bayer

Desktop ScanSnap Scanners have been the darling of the legal community for years.  When I first started working with NetDocuments over ten years ago, we would use the AutoImport Feature to get scanned documents into NetDocuments.  Finally, we worked with ScanSnap to create a direct integration with NetDocuments.   Now that Scansnap has been sold, the integration is being actively supported.  If the official integration doesn’t work, please use this method to scan directly into Adobe and then save the document to NetDocuments.

Step 1: Right-click on the ScanSnap Button in the system tray

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Step 2:  Click on  Scan Button Settings…

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Step 3: Uncheck ‘Use Quick Menu’ and select your PDF Program.

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Step 4:  In the PDF Program,  click Save, and NetDocuments should pop open.

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If you need help configuring your PDF Program with NetDocuments, check out this article.

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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

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