Tip #174 - Modify Your Browser Settings To Quickly Attach Downloaded Documents To SmartAdvocate

Occasionally, we discuss self-help topics to improve the performance of SmartAdvocate. This week, we’ll walk you through how you can modify your browser settings in Chrome to allow you to quickly attach downloaded PDF documents to your cases. First, you change the setting to have the document downloaded directly to your taskbar. Then, you can use the “drag-and-drop” feature to add the document to a case. With these settings enabled, it saves you several steps in the overall process, which will improve your daily productivity.
You will need to set the default for downloaded PDF files to “download instead of automatically opening.”
To Do This:

• Click on the Menu icon in Chrome (three vertical dots, often called the “kabob icon” - in the top right corner of your screen)

• Then select “Settings” from the drop-down menu.

• Next, filter for “pdf” on the Settings menu

• Then, click on the pdf settings highlighted for “Site Settings – Control what information websites can use and what content they can show you”.

• Scroll down the list until you see PDF documents (PDF will be highlighted) then click on that item.

• On the resulting menu, make sure “Download PDF files instead of automatically opening them in Chrome” is selected. It should be blue. If it isn’t, click on it to select it – see screenshot below.

• Next, click the little back arrow next to the words “PDF documents” shown at the top of the page and then filter for the word “certain”.

• If you get the message “No search results found” it means your settings are already cleared. If you see the options displayed in the screenshot below, click the “Clear” button to clear out the settings.

• Your settings are now complete and you can exit from the Browser Settings menu.

Now pdf documents that are downloaded will automatically be saved to your taskbar.
Final Step:

• You can then drag and drop the document directly from the taskbar to the case in SmartAdvocate. This will save you several steps in attaching downloaded pdf documents to your cases.