The Correct way to view pdfs online when using Document Management Software

Posted in Document Management Software, NetDocuments and PDF Software on November 8, 2018 by Craig Bayer

When you are using NetDocuments or Worldox you want PDFs you view online to open on the desktop and not in the browser.

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Worldox and NetDocuments have plugins that allow you to save directly to the Document Management System.   You have to be in the desktop version for that to work.  Therefore we have to disable the pdf viewing in the browser.

Scenario 1:  Adobe and Internet Explorer

Programs –> Manage add-0ns

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Disable Adobe PDF Reader

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Scenario 2:  Nuance and Internet Explorer

In Nuance go to Options –> Integrations and Disable View PDFS in Internet Explorer

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Scenario 3:  Chrome and Adobe Reader

Install the Adobe plugin in Chrome and choose open in Adobe Reader

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Scenario 4:  Chrome and Nuance

In Chrome go to : chrome://settings/content/pdfDocuments

 

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Click the button so its green.

 

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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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