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Introduction
SCView Mobile enables users to capture and upload documents directly from their mobile device to their SCView system. This functionality allows you to digitize and store important documents instantly, whether you're photographing receipts, uploading saved files, or processing documents while away from your office.
A. Problem Statement
Business operations don't stop when you're away from your desk. Whether you're at a client meeting, traveling, or working remotely, you may need to quickly capture and upload time-sensitive documents such as receipts, contracts, or tax forms. Without mobile upload capability, these documents must wait until you return to your desktop, potentially causing delays in processing and filing.
B. Solution
SCView Mobile's upload feature allows you to capture documents using your device's camera or upload existing files directly from your phone or tablet. The system supports multiple file types and provides indexing options to properly categorize your uploads.
Step 1: Access Upload Function
Navigate to the upload screen one of two ways: Tapping the Upload icon or opening the menu via the hamburger icon (three horizontal lines). Select "Upload" from the menu options.
Step 2: Select Document Type
Choose the appropriate document type from the available categories using the drop down arrows. For this example, we'll select "1099" as the document type.
Step 3: Enter Document Details
Fill in the indexing information such as tax year, vendor name, and vendor number. This metadata helps organize and locate the document later.
Step 4: Choose Your File Source
Select your upload method:
- Take a photo using your device's camera
- Choose an existing image from your photo gallery
- Select a saved PDF document from your device
Step 5: Preview and Upload
Review your document in the preview screen. The system will automatically generate a document name. You can:
- Click the "X" to retake/reselect your document
- Use the crop function to adjust the image
- Tap the cloud icon to complete the upload
C. Best Practices
- Ensure Good Lighting: When photographing documents, use adequate lighting to ensure text is clearly readable
- Hold Device Steady: Keep your phone or tablet stable while taking photos to avoid blurry images
- Check Image Quality: Preview your photo before uploading to ensure all text is legible
- Complete All Required Fields: Fill in all mandatory indexing fields to ensure proper document categorization
- Use Wi-Fi When Available: Upload large files over Wi-Fi to avoid cellular data charges and ensure faster transfers
D. Troubleshooting
- Upload Fails: Check your internet connection and file size limitations
- Camera Won't Open: Verify app permissions allow camera access
- Blurry Images: Ensure adequate lighting and hold device steady while photographing
- Required Fields Error: Double-check that all mandatory indexing fields are completed
- File Format Not Supported: Verify your file type is compatible with SCView Mobile
E. Related Articles
Conclusion
SCView Mobile's upload functionality eliminates the barrier of location-dependent document processing. By enabling you to capture, index, and upload documents directly from your mobile device, you can maintain business continuity regardless of where you are. Take advantage of this mobile capability to streamline your document management workflow and ensure important files are processed without delay.