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Uploading papers
One paper to its row, a whole scanned folder, the bulk import of a new client, the camera scanner and the bridge to your phone.
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Upload a paper to its row
The precise way: you tell the file which paper it is by dropping it on its row. PDF, JPG, PNG or TIFF, up to 50 MB each.
Read instructions →Uploading papersUpload several documents from inside the file
When you already have 5 or 10 documents of the same person, upload them all at once from their file. It works like the bulk import, but you do not have to say whose they are. For a single document, use its row: it is more precise.
Read instructions →Uploading papersPapers to place: a whole folder in one go
Upload a scan with many papers inside (or several files) and the system cuts it into papers, recognizes the ones it knows and proposes a row for each. You confirm by dragging.
Read instructions →Uploading papersOne sheet with several papers: split it
A driver's license and a social security card on the same page, two certificates on one sheet: draw a box around each one and tell the file which row each goes to.
Read instructions →Uploading papersBulk import: bring a whole agency in
For the first day, or when a new client arrives with a cabinet full of folders. You upload everything, the system groups the papers by person, creates each file and places what it recognizes. You only answer "whose are these papers?".
Read instructions →Uploading papersScan with the camera and continue on your phone
No scanner? Point the camera at the paper: the system finds the edges, straightens it and delivers a clean page. And if you are at the computer, a code sends the scanner to your phone.
Read instructions →