Why using the document scanner?
We know you can just take a picture (snap) of your document and store it on our platform: there's no secret to that!
But to make this process even more efficient, we developed a camera that scans documents easily, identifying the corners of your document, and it will be automatically registered.
How to apply the document scanner in your workflow
- Go to 'Workflows'
- Go to your first step and select 'Type'
- Now select 'Scan Document'
How to set types of documents
You can even identify which type of document you're scanning and link this to a notification, so every time that type of document is scanned and saved, you'll receive an e-mail with that file!
You can set the types of documents under your Team's settings.
- Go to settings
- Go to 'Teams'
- Select your team
- Go to 'Document types'
