Answered
Integrated Document Scanner
For any upload areas across the platform, when accessed via a mobile device it would be great if it had an integrated service that would allow a client to take a photo of their document and it would convert it into a "scanned" PDF document (like CamScanner).
That is a big hold up for many of our clients when using Organizers in particular. They don't understand there are separate services like that available nor do they have a scanner, and we end up with really bad quality photos or they give up altogether.
Comments
Hello Liz,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
I know for any of our clients that have an iPhone, they can use the Notes app that's already on their phone to scan documents and it saves it as a PDF. Open the Notes app, create a new note, click the paper clip icon and choose scan documents.
I don't know if any non iPhones have something similar but I'm sure they do.
That's a great tip to share with them if they ask about a solution. Unfortunately the problem is most people don't think to even try some other option and go right for uploading their photos or just end up dropping off/mailing us their non-electronic documents without questioning it. So it would be nice if it were right in front of their face!
I agree - we have tried to give that tip to some of our clients but we have two main responses: 1) That's too much extra work or 2) They're not very tech savvy and they can do a photo but going those extras steps is too far out of their abilities.
I agree, this would be a great enhancement. It would be nice if firms could disable the upload of certain file types like JPEGS or other phone camera images. and then to this request, a built in document scanner to get the camera photos into PDF files.
I agree, we spent a significant amount of time converting jpg files to pdf and then resizing them because they were not a readable format for SurePrep. Please, please develop this aspect of the suite for all modules, organizers, gather, returns (manually signed e-file forms uploaded), and exchange.
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