Phone scanning instructions you can send to clients

Send these phone scanning instructions with your document request so clients get the file right the first time: use the original PDF when one exists, photograph paper flat in even light with all four corners visible, and open the saved file to check every page before uploading.

By the DocAsker team3 min read
A person using a phone at a table

What to do

  • Use the original PDF for statements, payslips or reports that are already digital.
  • Photograph every required side and page, then check readability and page order.
  • If you are asked for a replacement, fix the specific issue and open the final file again.

Start with the best copy you can get

Download the complete PDF from the issuer if the document is digital. Check that it includes the cover page, continuation pages and final page. A screenshot of a bank balance rarely contains everything a reviewer needs.

For paper, remove it from a shiny sleeve, flatten it and use a plain surface that contrasts with the edges. Turn off the flash if it causes reflections. Hold the phone directly above the page and wait for the camera to focus.

Check the final file before you submit

Open the saved image or PDF. Zoom in on the smallest text, a signature or the date. Repeat for every page if the document is short. Pay particular attention to page edges, tables and light ink.

  • Each required side and every page is included once.
  • Dates, names, totals and signatures are readable at normal zoom.
  • All four edges are visible. Shadows and glare leave the text clear.
  • Pages are upright and in order. The document matches the item and dates on the request.

Upload a complete file to the matching item

If the request expects one complete file for a multi-page document, use your phone’s scanning function to save the pages as one PDF. Open it and confirm the page count. For example, the signature page of a four-page letter should be page four of that same PDF.

Open the upload link and select the named item that matches the file. If the portal asks for a retake, read the reason before choosing a replacement. A wrong date range requires another statement. A cut-off edge requires a new scan of the correct page.

Frequently asked questions

Can I upload a photo instead of a PDF?

Check the item instructions and the supported formats on the upload screen. A sharp photo can work for a single paper page. Use one ordered PDF when the request calls for a complete multi-page file.

What if my phone produces a file the portal cannot open?

Save a new copy in a format listed on the upload screen, or scan the pages into a PDF. Open the resulting file and check it before uploading.

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