How to start capture a Document quickly from home screen?
How to start capture a Document quickly from home screen?
Shortcut Menu
On the Home Page, at the bottom right corner, you will find a shortcut icon. This shortcut provides quick access to two primary features:
Capture Assets: This option enables you to capture new assets
Capture Document: This option allows you to capture new documents
Capturing Documents
To start capturing a document:
Tap the Shortcut Icon: Click on the shortcut icon and select Capture Document
Take a Photo: Use the camera to take a photo of the document
Review and Confirm: Review the captured photo and confirm if it is satisfactory
Document Card
After capturing your first document, you will be redirected to the Document Card for additional information. On this screen, you can:
Capture more documents: Add more documents as needed
Re-capture documents: Correct the document photo by clicking on the document to start re-capturing
Declare tags: Add relevant tags to the document
Submitting the Document
Once all information is correct, follow these steps to submit the document:
Click submit: Scroll down to find the Submit button, click the button to submit the document
Confirm submission: Confirm the submit action
Note that the document will be unable for edit once submitted
Upload Progress
The upload process will be run in background to not blocking user activities. To monitor the progress:
On the Home Page, go to the Document section
A bottom progress bar will show the upload status
While upload progressing, you can start capturing new documents without waiting for the current upload to finish
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