One step save

Introducing One Step Save: Seamlessly Integrate Your Essential Applications with NetDocuments 

Efficient document management is vital for organizations managing high volumes of critical information. Whether you’re navigating the complexities of legal practice or handling corporate operations, professionals often juggle multiple applications to keep workflows moving. While NetDocuments is a trusted platform for secure document storage and management, it doesn’t always support the diverse range of applications firms rely on daily. 

Enter One Step Save—a powerful solution that bridges these gaps, enabling firms and organizations to enhance productivity, streamline processes, and maximize their NetDocuments investment. 

The Need for Seamless Document Integration 

Legal and corporate firms depend on NetDocuments for their robust document management capabilities. While NetDocuments integrations with Microsoft and Adobe products are excellent, many firms need solutions that extend to other essential applications. 

Without seamless integration, legal professionals waste time on manual processes like saving files locally, searching for them, and then uploading them to NetDocuments. These inefficiencies can slow down workflows, reduce productivity, and create opportunities for errors in document management. 

Modern workflows demand tools that simplify processes and eliminate barriers. One Step Save is that tool. 

What is One Step Save? 

One Step Save is a standalone product that expands the functionality of NetDocuments by enabling seamless integration with over 45 applications. From document editing and collaboration tools to niche software, One Step Save ensures smoother interactions across platforms while maintaining standard NetDocuments workflows 

Your applications work with NetDocuments exactly like the native Office and Acrobat integrations. No user training is required. 

Security is also a priority. One Step Save is a zero-knowledge solution using your firm’s existing NetDocuments login, ensuring all actions align with your organization’s secure environment.  

Access to One Step Save is controlled by the NetDocuments security system with zero-knowledge of the user’s login information.  

Key Features and Benefits of One Step Save 

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Seamless Integration Across Applications 

• Currently supports a broad array of tools, including Nitro PDF, PDF-XChange, WordPerfect, ScanSnap Scanners, and browser integrations with Chrome, Edge, and Firefox. 

Enhanced Productivity 

• Save and open files directly in NetDocuments, eliminating redundant steps like manual uploads or local saves. 

Secure Document Handling 

• Maintains compliance with firm-wide security protocols using your existing NetDocuments login credentials. 

User Compliance 

  • Administrators control whether users are allowed to save or open documents locally. 
  • For managing partners and IT staff, One Step Save offers the ability to enforce compliance globally across all supported apps, reducing risk while enhancing control. 

Effortless Setup 

• Supports push installation with no need for manual configuration on individual desktops.  

  • Control One Step Save configurations for all users from the cloud-based administrator console. Changes are automatically pushed to all installations. 

Real-World Scenarios for Law Firms 

  1. Mail Merge in Word: A law firm needed a streamlined way to conduct mail merges for client communications. With One Step Save, users can easily select their recipient list from files saved in a workspace in NetDocuments, ensuring that their mail merges are efficient and accurate without the hassle of manual file handling. 
  1. ScanSnap Integration: After the ScanSnap connector became unavailable, a firm faced challenges in saving scanned paper files directly to NetDocuments. By implementing One Step Save, they regained the ability to scan and save documents seamlessly into their NetDocuments environment, maintaining their workflow and ensuring that important documents are securely stored. 
  1. Browser Compatibility: A law firm frequently downloaded documents from court sites but encountered issues with the NetDocuments Chrome extension. With team members using various browsers, they needed a solution that worked across all platforms. One Step Save provided the flexibility to save documents directly to NetDocuments from Chrome, Edge, and Firefox, enhancing accessibility and efficiency for the entire team. 
  1. Cost-Effective PDF Management: Another firm was looking to cut costs on software subscriptions and opted not to pay for Adobe Acrobat. Instead, they were already established with Nitro PDF but needed an integration that allowed them to save and open files directly with NetDocuments. One Step Save created this integration, allowing the firm to leverage their existing tools while ensuring smooth document management within NetDocuments. 

Migrating to NetDocuments from Worldox

Transitioning from Worldox to NetDocuments can be a significant change for law firms, especially for those who have relied on Worldox for years. This migration may present challenges, particularly when it comes to using applications like WordPerfect that may not be natively supported by NetDocuments. At One Step Save, we understand that this shift requires not only adapting to a new environment but also ensuring that your essential applications continue to function seamlessly. 

One Step Save bridges the gap between the on-premise capabilities of Worldox and the cloud-based efficiency of NetDocuments. Offering the integrations you expect from traditional solutions. Our solution is designed to seamlessly integrate these essential applications with NetDocuments, allowing you to maintain your workflow without interruption. Embrace this opportunity to enhance your document management capabilities while enjoying the robust features that NetDocuments offers. With One Step Save, you can navigate this transition confidently and unlock new possibilities for your firm. 

Why Law Firms Need One Step Save Now 

In the legal landscape, efficiency is not just an advantage—it’s a necessity. By integrating One Step Save into your NetDocuments environment, your firm can: 

• Save time by eliminating redundant manual steps. 

• Increase flexibility with broader application compatibility. 

Firms that adopt One Step Save gain a significant edge in managing their workflows and staying ahead of the curve. 

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Revolutionize Your Workflow with One Step Save 

One Step Save isn’t just another tool: it’s a game-changer for law firms looking to maximize their NetDocuments investment. By enabling seamless functionality with applications your firm already relies on—and extending NetDocuments’ capabilities to unsupported tools—One Step Save is the key to working smarter, not harder. 

Ready to see the difference? Visit One Step Save to explore how this powerful solution can transform your document workflows today. 

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