Firm360 Adobe Connector puts a tool button in the Adobe Acrobat Pro toolbar which will allow you to send files directly to the Firm360 system, saving you time.
Key Benefits:
Quick File Transfer – Send documents from Adobe Acrobat Pro to Firm360 instantly.
Seamless Integration – No need to download and re-upload files manually.
Time-Saving Efficiency – Simplifies document management and improves productivity.
This tool ensures a faster, more efficient way to manage client documents within Firm360, helping firms stay organized and focused on their work.
IMPORTANT TO KNOW BEFORE INSTALLING:
- Use Chrome browser to install.
- Can only be installed in each users computer LOCAL drive.
This is only available in:
- Acrobat Pro 64-bit
- Adobe Acrobat DC Pro
- Adobe Acrobat DC standard
- Adobe Acrobat Pro 2020 (will need to do manual install)
If applicable, go here and purchase and install that first. Click here to install Adobe Pro
Does not work with the following:
- Acrobat Reader
- Acrobat Reader Standard
- Creative Cloud - Adobe Acrobat
- Creative Cloud - Adobe Acrobat Standard
From Firm360
1. Navigate to the Documents tab on the ribbon on the left.
2. Scroll down to the bottom of the page and click on Click here in a blue text link to download installer.
(Use the download links to download the correct Connector for your operating system.)
From your PC
Note: Acrobat must be completely closed to properly install.
1. Once downloaded from steps above, follow installation process for your computer.
2. Double click “Firm360Connector_Installer” to begin installation. You can find this in your Windows Downloads folder or web browser Downloads.
*If you receive the error message “Windows protected your PC,” click “More info” and “Run anyway” as seen below:
4. Click “Next” and “Yes” to allow the Connector to make changes to your computer.
5. Once the installation is complete, close out of the installer and restart your computer.
From Adobe
If you have the newest version of Adobe, you will need to revert to the previous version of Adobe's UI to see our blue Firm360 toolbar icon/logo better.
Now, you can follow the instructions below:
1. In Adobe, click the Menu or View in the top left corner.
2. Hover over View or Show/Hide
3. Hover over Toolbar Items (if you have the newest version of Adobe, skip this step)
4. Click Customize Toolbar or Customize Quick Tools
Newer Versions of Adobe:
Older Versions of Adobe:
5. Scroll down and click to expand Add-on Tools
6. Click Firm360 File Upload to select it (highlights in blue).
7. Click the icon + in the middle section with an arrow pointing left.
- Older adobe version, click on the icon on the right of the pop-up box that is a plus sign and an arrow.
8. Click Save
Newer Adobe Versions:
Older Adobe Versions:
To initialize the connection, log in using your Firm360 Firm Alias and Firm360 login credentials.
For newer versions of Adobe, the button to press will be a small pink box to the left side of the document
For example:
Firm Alias: AmysAccounting (your URL is https://AmysAccounting.myfirm360.com)
Email: Your Firm360 log-in email
Password: Your Firm360 log-in password
NOTE: Once connected, you may be able to edit in Adobe using the toolbar Firm360 tool.
IMPORTANT: In order to always view the document in Adobe once you select 'Edit in Adobe', you will need to right click on the download arrow and select 'Always open with system viewer'
Adobe Plug-In Accessibility
- The file can be edited for up to 6 Hours.
- The Adobe Connector follows your firm’s session timeout (Minutes of inactivity before User is logged out).
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Setting change does require the Admin User Role to update this firm-wide setting