Document Scanner
Guide to scanning documents, converting images to PDFs, and extracting text using the built-in document scanner in EasyDo 365
Document Scanner
The Document Scanner transforms your smartphone into a portable document digitization tool, allowing you to scan papers, receipts, contracts, and other documents directly within EasyDo 365. With automatic edge detection, multi-page scanning, OCR text extraction, and professional PDF output, it's perfect for digitizing documents on-the-go.
Video Tutorial
Scanning a Document
Open Chat
Open EasyDo Tasks app and open a chat where you want to send the document.
Access Scanner
Tap on the plus icon in the bottom left corner.
From the options menu, tap on Scan.
The document scanner opens.
Position Document
Position your document within the camera view.
Auto Detection:
- App automatically detects document edges
- Blue border appears around document
- Ensures proper capture
Tips:
- Place document on flat surface
- Ensure good lighting
- Keep document flat (no wrinkles)
- Avoid shadows
Capture Mode (Optional)
Manual Capture:
- Tap Auto on top right corner
- Changes to Manual capture mode
- Tap capture button when ready
- More control over timing
When to Use Manual:
- Auto detection not working well
- Need precise timing
- Document has complex edges
- Prefer manual control
Scan Multiple Pages
To scan multiple pages:
- After capturing first page, repeat process
- Position next page
- Capture again
- Continue for all pages
All pages are added to same document.
Preview and Edit
Preview your scanned document appears.
Editing Options:
- Crop: Adjust document edges
- Rotate: Fix orientation
- Adjust: Brightness, contrast, filters
- Delete: Remove pages if needed
Make adjustments as needed.
Final Review
After editing, tap Done.
Final check window appears.
Options:
- Review all pages
- Delete pages if needed
- Reorder pages
- Make final adjustments
Extract Text (Optional)
Tap the Text tab to see extracted text from scan.
OCR Features:
- View extracted text
- Copy text to clipboard
- Send extracted text only
- Edit text if needed
Use Cases:
- Extract data from forms
- Copy text from documents
- Search within documents
- Translate text
Send Document
After checking everything, tap Send button on top right corner.
Your scanned document is sent to the chat.
Scanner Features
Automatic Edge Detection
- Detects document boundaries automatically
- Creates clean, professional scans
- Reduces need for manual cropping
- Works with various document sizes
Multi-Page Scanning
- Scan multiple pages into one document
- Perfect for multi-page documents
- Maintains document order
- Easy page management
Image Enhancement
- Automatic brightness adjustment
- Contrast optimization
- Shadow removal
- Professional appearance
OCR Text Extraction
- Extract text from scanned images
- Searchable PDF creation
- Text copying capability
- Multi-language support
Best Practices
Document Preparation
- Clean Surface: Use clean, flat surface
- Good Lighting: Ensure adequate lighting
- Remove Obstructions: Clear area around document
- Flat Documents: Flatten curled or wrinkled papers
- Contrast: Use documents with good contrast
Scanning Technique
- Steady Hand: Keep phone steady
- Proper Distance: Maintain appropriate distance
- Wait for Detection: Let auto-detection work
- Multiple Attempts: Rescan if quality poor
- Review: Always preview before sending
Quality Tips
- Lighting: Natural light works best
- Angle: Keep phone parallel to document
- Focus: Ensure document is in focus
- Edges: Include full document edges
- Resolution: Use high resolution for important documents
Common Use Cases
Business Documents
- Contracts: Scan signed contracts
- Invoices: Digitize vendor invoices
- Receipts: Scan expense receipts
- Forms: Digitize filled forms
- Reports: Scan printed reports
Personal Documents
- ID Cards: Scan identification documents
- Certificates: Digitize certificates
- Bills: Scan utility bills
- Medical Records: Digitize medical documents
- Educational: Scan certificates and transcripts
Quick Sharing
- Instant Sharing: Share documents immediately
- No Printer Needed: Digitize without scanner
- Mobile Workflow: Complete process on phone
- Cloud Storage: Save to EasyDo Drive
Key Features
- Auto Edge Detection: Automatic document recognition
- Multi-Page Support: Scan multiple pages
- Image Enhancement: Automatic quality improvement
- OCR Text Extraction: Extract searchable text
- PDF Output: Professional PDF generation
- Edit Tools: Crop, rotate, adjust
- Quick Sharing: Send directly from scanner
- Cloud Integration: Save to EasyDo Drive
Troubleshooting
Edge Detection Not Working
- Ensure good lighting
- Keep document flat
- Move phone closer/farther
- Try manual capture mode
- Clean camera lens
Poor Scan Quality
- Improve lighting
- Ensure document is flat
- Clean camera lens
- Try different angle
- Use image enhancement tools
Text Extraction Issues
- Ensure document has clear text
- Improve scan quality first
- Check language settings
- Try different lighting
- Rescan if needed
Tips & Tricks
- Batch Scanning: Scan multiple documents in one session
- Organize: Name files clearly before saving
- Backup: Save important scans to multiple locations
- Quality First: Take time for good scans
- Text Extraction: Use OCR for searchable documents
- Edit Before Send: Always review and edit before sending
- Storage: Organize scans in EasyDo Drive folders
- Regular Use: Build habit of scanning important documents
Related Resources
- Cloud Drive - Store scanned documents
- Chat Module - Send scanned documents
- Reimbursement - Scan expense receipts
Need Help?
Document Scanner makes digitization easy. If you need assistance:
- Scanning Tips: Learn best practices
- Quality Issues: Troubleshoot scan problems
- OCR Help: Text extraction support
- Technical Support: Resolve scanner issues
Transform your phone into a powerful document scanner with EasyDo 365's built-in scanning capabilities!