Document Scanning and Text Recognition
TL;DR
Users on all account types can scan documents in Wrike to either attach them as JPG or PDF files or turn scanned text into description or comment text. Open the item, choose Scan document or the text recognition icon, scan the document, review it, and save it.
| Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
| Availability: Free, Team, Business, Pinnacle, Apex. ; 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:
- Open a task, folder, or project item view.
- 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.
- Select Scan document from the list that appears.
- Proceed with the scanning and then click Keep scan.
- Next, you can add more scans or click Save to proceed.
- You can now choose to save the scan in JPG or PDF format.
To use the text recognition function in the description field:
- Open a task, folder, or project description 1.
- Click on the description field to open the description field editor.
- Click the text recognition icon 2 on the panel below the description.
- Scan the text you want to add to the description and click Keep scan.
- Next, you can add more scans or click Save to proceed.
- The text is automatically added to the description.
- 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.