The Secret to using NetDocuments with Adobe Acrobat

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

When viewing a PDF in an online document management software like NetDocuments, it is much faster to view the PDF in the browser, than to download the document and open it.  I am going to make the assumption that 90% of the time, you are just reading PDF’s and not editing them.  If you spend most of your time marking up PDF’s, you will want to ignore these settings.  The goal here is to allow you to quickly see a 50mb PDF without having to download it.

NetDocuments Settings

In NetDocuments go to Settings –> Application Settings

Make sure you have PDF Viewing Checked

Adobe Settings

Edit –> Preferences –> Internet

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Make sure Display PDF in Browser is Checked

Now,  when you click on a PDF in NetDocuments, it will automatically open in the browser and allow you to view it.

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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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