Document Scanning and Text Recognition
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Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
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Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
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.
To scan a document and attach it as a file to a task, folder, project, or a comment:
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Open a task, folder, or project item view.
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Click Files in the top menu and click the paperclip icon, or when typing a comment click the paperclip icon to the left of the comment field.
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Select Scan document from the list that appears.
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Proceed with the scanning and then click Keep scan.
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Next, you can add more scans or click Save to proceed.
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You can now choose to save the scan in JPG or PDF format.
To use the text recognition function in the description field:
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Open a task, folder, or project description 1.
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Click on the description field to open the description field editor.
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Click the text recognition icon 2 on the panel below the description.
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Scan the text you want to add to the description and click Keep scan.
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Next, you can add more scans or click Save to proceed.
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The text is automatically added to the description.
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Press Save 3 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.