copilot-swe-agent[bot]
46b2f17acc
- Add MkDocs Material docs build stage to Dockerfile and Dockerfile.local - Mount pre-built docs as static files at /help/ in FastAPI (app/main.py) - Add app/views/help.py with /help → /help/ permanent redirect route - Register help router in app/views/__init__.py - Add Help nav link to base.html (public + app nav, desktop + mobile) - Create how-to guides: HP printer, ScanSnap, watched folder, email ingestion, mobile scanning - Update mkdocs.yml with How-To Guides section and Material theme palette - Add optional docs service (squidfunk/mkdocs-material) to docker-compose.yaml with docs profile - Add mkdocs-material to requirements-dev.txt - Add /docs_build to .gitignore - Add tests for help view (8 tests, 100% coverage on help.py) Co-authored-by: christianlouis <361235+christianlouis@users.noreply.github.com>
153 lines
5.6 KiB
Markdown
153 lines
5.6 KiB
Markdown
# How to Scan Documents from Your Phone or Tablet
|
|
|
|
DocuElevate works seamlessly with mobile scanning apps. This guide covers the best ways to capture documents with your phone or tablet and get them into DocuElevate automatically.
|
|
|
|
---
|
|
|
|
## Option 1: DocuElevate Web Upload (Simplest)
|
|
|
|
The easiest way is to use DocuElevate's built-in web interface directly from your mobile browser.
|
|
|
|
1. Open your phone's browser and navigate to your DocuElevate instance (e.g., `http://your-docuelevate-host:8000`).
|
|
2. Tap **Upload** in the top navigation.
|
|
3. Tap **Choose File** — your phone will open the camera or file picker.
|
|
4. Select **Camera** to capture a photo of the document, or pick an existing file.
|
|
5. Tap **Upload** — DocuElevate will process the image and convert it to a searchable PDF.
|
|
|
|
> **Tip:** Use good lighting and hold the phone steady for better OCR quality.
|
|
|
|
---
|
|
|
|
## Option 2: DocuElevate Browser Extension
|
|
|
|
The **DocuElevate Browser Extension** for Chrome/Firefox allows one-tap uploading from your mobile browser.
|
|
|
|
See the [Browser Extension guide](../BrowserExtension.md) for installation and setup instructions.
|
|
|
|
---
|
|
|
|
## Option 3: Mobile Scanning Apps
|
|
|
|
These apps provide superior document capture (auto perspective correction, multi-page, etc.) and can send directly to DocuElevate.
|
|
|
|
### Microsoft Lens (iOS / Android)
|
|
|
|
Microsoft Lens is free and integrates with OneDrive, which DocuElevate supports natively.
|
|
|
|
1. Install **Microsoft Lens** from the App Store or Google Play.
|
|
2. Scan your document.
|
|
3. Save to **OneDrive** in a folder you've connected to DocuElevate.
|
|
4. DocuElevate will automatically process new files in your OneDrive folder.
|
|
|
|
### Adobe Scan (iOS / Android)
|
|
|
|
Adobe Scan produces high-quality searchable PDFs.
|
|
|
|
1. Install **Adobe Scan** from the App Store or Google Play.
|
|
2. Scan your document.
|
|
3. Tap **Share** → **Save to Files** (iOS) or **Share** (Android).
|
|
4. Choose to save to your connected cloud storage (Dropbox, Google Drive) monitored by DocuElevate.
|
|
|
|
**Or use email ingestion:**
|
|
1. Tap **Share** → **Email**.
|
|
2. Send to your DocuElevate ingestion email address.
|
|
3. See [Email Ingestion Setup](./EmailIngestion.md) for configuration.
|
|
|
|
### SwiftScan (iOS)
|
|
|
|
SwiftScan (formerly Scanbot) offers excellent auto-capture and document enhancement.
|
|
|
|
1. Install **SwiftScan** from the App Store.
|
|
2. Scan your document.
|
|
3. Configure the **Auto-Upload** feature:
|
|
- Go to **Settings** → **Cloud Services**.
|
|
- Connect Dropbox, Google Drive, or OneDrive.
|
|
- Set the upload folder to your DocuElevate-monitored folder.
|
|
4. Every scan is automatically uploaded and processed by DocuElevate.
|
|
|
|
### CamScanner (iOS / Android)
|
|
|
|
1. Install **CamScanner**.
|
|
2. Configure **Auto Backup** to Dropbox or Google Drive.
|
|
3. Point DocuElevate at the same cloud folder.
|
|
|
|
---
|
|
|
|
## Option 4: iOS Shortcuts Automation
|
|
|
|
On iPhone/iPad, you can create an **iOS Shortcut** that scans a document and uploads it directly to DocuElevate's API.
|
|
|
|
### Creating the Shortcut
|
|
|
|
1. Open the **Shortcuts** app on your iPhone.
|
|
2. Tap **+** to create a new shortcut.
|
|
3. Add the following actions:
|
|
- **Scan Document** — opens the camera for scanning
|
|
- **Get Contents of URL** — configures the API call:
|
|
- **URL:** `http://your-docuelevate-host:8000/api/upload`
|
|
- **Method:** POST
|
|
- **Headers:** `Authorization: Bearer YOUR_API_KEY`
|
|
- **Request Body:** Form data with `file` = Scanned Document
|
|
4. Name the shortcut "Send to DocuElevate".
|
|
5. Add it to your home screen for one-tap scanning.
|
|
|
|
```
|
|
Shortcut flow:
|
|
┌─────────────┐ ┌──────────────┐ ┌──────────────────────┐
|
|
│ Scan Document│ → │ Select pages │ → │ POST to DocuElevate │
|
|
│ (Camera) │ │ & crop │ │ /api/upload │
|
|
└─────────────┘ └──────────────┘ └──────────────────────┘
|
|
```
|
|
|
|
---
|
|
|
|
## Option 5: Android Automation with Tasker
|
|
|
|
On Android, **Tasker** can automate document upload when files appear in a specific folder.
|
|
|
|
1. Install **Tasker** from Google Play.
|
|
2. Create a **Profile** triggered by **File Created** in your scanner app's output folder.
|
|
3. Add a **Task** that calls DocuElevate's upload API using the **HTTP Request** action.
|
|
|
|
---
|
|
|
|
## Recommended Mobile Scanning Settings
|
|
|
|
For best results with DocuElevate's OCR engine:
|
|
|
|
| Setting | Recommended Value |
|
|
|---------|------------------|
|
|
| Output Format | PDF |
|
|
| Resolution/Quality | High (equivalent to 300 DPI) |
|
|
| Color Mode | Auto (greyscale for text, color for mixed) |
|
|
| Perspective Correction | On (auto-straighten) |
|
|
| Filter | Document / Black & White for text |
|
|
| Multi-page | Combine into single PDF |
|
|
|
|
---
|
|
|
|
## Troubleshooting
|
|
|
|
**Upload fails from mobile browser?**
|
|
→ Check that DocuElevate is accessible from your phone's network (same WiFi, or publicly reachable).
|
|
→ Verify your session is still logged in.
|
|
|
|
**OCR quality is poor?**
|
|
→ Ensure good lighting, no shadows on the document.
|
|
→ Use your scanning app's auto-enhance or document filter.
|
|
→ Increase resolution to "High" or "Best" in the app settings.
|
|
|
|
**Files synced to cloud but not processed?**
|
|
→ Check DocuElevate's cloud storage connection in Settings.
|
|
→ View worker logs: `docker logs document_worker --tail 50`
|
|
|
|
---
|
|
|
|
## Related Documentation
|
|
|
|
- [Email Ingestion Setup](./EmailIngestion.md)
|
|
- [HP Enterprise Printer Setup](./HPPrinterSetup.md)
|
|
- [ScanSnap Setup](./SnapScanSetup.md)
|
|
- [Browser Extension](../BrowserExtension.md)
|
|
- [API Reference](../API.md)
|