How to Use Document Scan Regions

How to Use Document Scan Regions

Overview

(available in Mobile Forms 7.0 and higher)

A Document Scan Region can be used to easily add and crop pictures of paper documents. It is similar to a Camera Region but has additional image editing options. The Document Scan Region varies between Android and iOS devices so steps for each platform are available in this article.
Note: You may be asked to allow Mobile Forms to access your camera the first time you scan a document.

Scanning a Document (Android)

1. Tap on the Document Scan Region to open your device's camera. 

2. Take a photo of your document. 

3. Tap on OK. You can also tap Retry if you are not happy with your image.


4. Edit your document scan as needed. Hold and drag the corners and edges to the area that you wish to crop.

A. Click on this icon to make your image black and white.
B. Click on this icon to revert your edits.
C. Click on this icon to rotate your image 90 degrees at a time.
5. Tap the Crop button to save your image in the Form. You can also tap Back to return to the Form without saving your image.

Scanning a Document (iOS)

1. Tap on the Document Scan Region to open your device's camera. 

2. Hover the camera over the document. The edges of the document should be captured automatically but you can press and hold on the corners to edit your image area.


3. Tap on Next to crop and open the review window for your image. You can also tap on Back to retake the photo.

4. Make any other edits as needed to your image.

A. Edit Scan - Tap to go back and re-crop the image.
B. Tap to toggle between black and white or full-color.
C. Tap to rotate the document 90 degrees.
5. Tap on Done to save your image in the Form.

Document Scan Region Options

Press and hold on the Document Scan Region to open the options.

A. Scan a Document - Tap to open your device's camera and scan a document. 

B. Choose image - Tap to select a photo from your device and load it into the Region. 

C. Add Drawing (available in Mobile Form 7.0 and higher) - Tap to add drawings, shapes, and annotations. See the article on How to Use the Drawing Tool for more information.

D. Clear image - Tap to clear the existing image.

E. Enable Inking -  Tap to add pen strokes to the existing image. You can press and hold while inking is enabled to disable inking, clear all ink or access the pen and eraser options (if you wish alter the color and size of the pen or erase portions of your inking). This option will only appear when there is an existing image in the Region.

F. Clear all ink - Tap to remove all ink added on top of the image. This option will only appear when there is an existing image in the Region.


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