Scanning and uploading documents

The “Scan or upload document” button on your dashboard takes photos and PDFs — snap pages with your phone camera or pick files.

Multi-page documents

Select several files at once and they merge into one PDF, in the order you selected them. You can mix photos and PDFs freely — three photos plus a two-page PDF becomes one five-page document. If any file can’t be read, nothing is saved and the message tells you which file failed — remove it and save again. You’ll never silently lose a page.

Where it goes

Pick a category when you save, or don’t — unfiled documents land in your Paperwork Inbox, where you can sort them later. Like everything else, documents encrypt on your device before uploading; we never see the contents.

One honest caveat about scanned pages

A photo of a page is a picture, not text. Documents scanned from photos have no searchable text inside them — the app will tell you “This document has no extractable text” after upload. The document is stored and viewable just fine; search simply can’t look inside it. Two habits fix this in practice:

• Name documents descriptively — “State Farm auto policy 2026,” not “scan_0412.” Search always finds names.
• When you have a choice, upload the original PDF (from an email or download) instead of photographing a printout — real PDFs are text-searchable.