Scan and Submit Forms and Documents

From the Dashboard, tap on the tile labeled Scan Documents.

 

If the user wants to add photos already saved on the mobile device, tap the blue Add Existing button, on the bottom left-hand corner of the screen.

To take a new photo of a document, tap on the green Use Camera button, in the bottom right-hand corner of the screen.

 

The user can turn the camera’s flash on or off by tapping Auto, On, or Off next to the white flashlight icon, in the top right-hand corner of the screen.

Tap Snap to take a photo of the first document.

On the Cropping screen, the user can drag the blue circles around the document to crop the image.

For more details on this process, reference the tips in the Optimize Document Images section.

 

Once the user has completed cropping the image, tap Next, in the top right-hand corner of the screen.

On the Scan Adjustments screen, the user can edit the image of the document, using the buttons on the bottom of the screen.

 

When the image has been edited, tap Accept, in the top right-hand corner of the screen.

On the Choose document type window, the user can choose the type of document, associated with the image.

Tap the type of document, to go to the next step.

 

On the Scan Documents screen, the user has the option to add more documents, or take another photo.

Tap Next in the top right-hand corner of the screen, then enter the load number of the document.

To add image pages, tap the blue Add Pages button, and repeat the scanning and optimizing process.

The user can tap the red Discard All button, to delete all the images, and be returned back to the Dashboard.

When all the images have been added, tap the green Send All button.

There will be a confirmation number that appears on the screen.

 

Tap Close, in the top right-hand corner of the screen, to be returned back to the Dashboard.

 

Watch the Video Below: