Scan a document with your phone

A photo is the quickest way to send a paper document. Scan opens your phone’s rear camera; on a computer it opens the file picker instead.

1. On Home, press Scan. (On a request item, the same button is called Take Photo, on the item’s Documents tab.)

2. Choose where the document goes: an open request item, or Something else to send it to the firm.

3. Your camera opens. Take the photo, check it is sharp and readable, then confirm.

4. The photo uploads. Your firm receives it as a one-page PDF with the same name.

For a clear scan

Lay the page flat in good light, fill the frame with it, and avoid shadows from your phone. For a document with several pages, take one photo per page.

Note

Your firm decides whether photos are turned into PDFs. If it has turned that off, the photo arrives as you took it.