The NetDocuments Google Chrome Extension makes it easier to save documents from websites to NetDocuments

Posted in NetDocuments and Web Browsers, NetDocuments Tips | Last updated on August 11, 2024 by Craig Bayer

If you’ve ever found yourself downloading a document from a website only to manually upload it to your document management system, you know how tedious that extra step can be. The NetDocuments Chrome extension was built to eliminate this friction and make document management smoother and more efficient.

What Is the NetDocuments Chrome Extension?

The NetDocuments Chrome extension is a free add-on that simplifies uploading documents stored in NetDocuments to other websites and vice versa. Think of it as a bridge between NetDocuments and the web platforms you use every day, whether you’re working with court filing systems, client portals, or any other website that requires document uploads.

How It Works

The extension integrates seamlessly with your browser workflow. Once you connect a website to NetDocuments, the extension adds a NetDocuments window to that website’s Browse or Upload button. From there, you can select files directly from your NetDocuments repository without the need to download them to your local machine first.

When you download a PDF or other document from a website, NetDocuments automatically opens, allowing you to quickly save the document directly into your NetDocuments system. This automatic prompt ensures that important files are captured and organized in your document management system immediately, rather than languishing in your Downloads folder.

Tips on setting up the Chrome Extension

If you don’t see the Google Chrome Extension, please follow these steps to troubleshoot your issues.

How to use the Google Chrome Extension

Step 1: Connect the website to NetDocuments

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Step 2: Profile the document you just downloaded and click Save

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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