Scanning a Document on Mobile
To upload a document to send to your accountant, you can use Canopy's scan-to feature in the app.
Please note: The steps given are similar across iOS and Android. As long as you follow your phone's on-screen info, there won't be any issues! |
1. Click Add a file on the Files tab and tap Scan with camera.
- Your phone's camera will open.
- If this is your first time using your camera in the Client Portal app, you need to allow Canopy to access your camera.
![mceclip0.png](https://canopytax.zendesk.com/hc/article_attachments/12492542536219)
2. Align your document with the blue scan box that appears.
- On iOS, the box lines up and will automatically take the photo.
![mceclip1.png](https://canopytax.zendesk.com/hc/article_attachments/12492538580251)
4. Continue taking photos of any more pages.
5. When finished, click Save (#).
![mceclip2.png](https://canopytax.zendesk.com/hc/article_attachments/12492590834203)
- The file name will default to YYYY-MM-ClientName-FileType.pdf.
- The document will appear in your files folder in the mobile app.
![mceclip3.png](https://canopytax.zendesk.com/hc/article_attachments/12492690305947)
- Be aware that Custom file name is also an option you can choose from!
![mceclip4.png](https://canopytax.zendesk.com/hc/article_attachments/12492749140507)
7. Select Upload to complete the scan.
![mceclip5.png](https://canopytax.zendesk.com/hc/article_attachments/12492831375259)
8. To delete the file, click the Delete icon in line with the file.
![mceclip6.png](https://canopytax.zendesk.com/hc/article_attachments/12492846286235)