Document Scanner - for iPhone or iPad
Easily scan and upload documents to Workiro using your iPhone or iPad
When adding a document to a new or existing thread, choose the 'Document scanner' option and it will automatically bring up your phone camera into view.
Simply position your camera over your document page so that it is in full view, and tap to take the image. Workiro will automatically recognise and crop the image around the document page.
If you have multiple pages of the same document to scan, continue to take an image of the next page immediately, and so on until you have completed all pages.
When all pages of the same document have been done, tap 'Save'.
Then give your document a name and tap 'Save' again - it will then instantly be uploaded to the thread.
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You can also use the Document Scanner when uploading a document to a Connection record view.
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Read more about:
- attaching documents to tasks
- uploading and storing documents
- uploading new versions of documents
- sending documents to be e-signed