Using Kofax’s Create PDF and send to DMS to add PDFS to directly to NetDocuments

Posted in NetDocuments and PDF Software, NetDocuments and Web Browsers on May 23, 2023 by Craig Bayer

Using Kofax Power PDF Advanced and NetDocuments, you can easily print webpages into NetDocuments without any extra steps.

Requirements:

You need to have Kofax’s Power PDF Advanced installed on your computer.
You need to be using Google Chrome
You need to have Kofax’s Google Chrome Extension Installed: https://chrome.google.com/webstore/detail/kofax-pdf-create/aoananblbpkihfolfalanokhfbgloifd

Step 1: Click on the Kofax Icon in Google Chrome

Step 2: Choose Create PDF and send to DMS

Step 3: Save the PDF into NetDocuments via ndOffice

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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