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Document Scanning and Text Recognition

Table 153. Availability

Free

Professional

Business

Enterprise


Overview

Users on all account types can scan documents and attach them to tasks, folders, and projects as well as use the text recognition feature to turn a scanned document into text for a description field or a comment.

Scan a document

To scan a document and attach it as a file to a task, folder, project, or a comment:

  1. Open a task, folder, or project description.

  2. Click Add attachments and click the paperclip icon, or when typing a comment click the paperclip icon to the left of the comment field.

  3. Select Scan document from the list that appears.

  4. Proceed with the scanning and then click Keep scan.

  5. Next, you can add more scans or click Save to proceed.

  6. You can now choose to save the scan in JPG or PDF format.

Use text recognition

To use the text recognition function in the description field:

  1. Open a task, folder, or project description.

  2. Press anywhere to open the description field editor.

  3. Click the text recognition icon on the panel below the description.

  4. Scan the text you want to add to the description and click Keep scan.

  5. Next, you can add more scans or click Save to proceed.

  6. The text is automatically added to the description.

  7. Press Save to save these changes.

Tip

You can use text recognition while typing a comment. Click the text recognition icon to the right of the comment field and repeat Steps 4–7 described above.

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