We're going to explain how to upload documents in an online application like Revver in this step-by-step guide. Let's say you have your document on your computer ready to go. Or perhaps you have the document in hand, but you need to be able to send it, share it, or add it to a website using an online application. Somehow, that document needs to get from you to the web, whether that be for email purposes, sharing purposes, or publishing purposes. How do you upload your document and get from point A to point B?
When learning how to upload documents in online application, you need to figure out what format you want/need the document to be in. Is it something that can easily be a PDF format? Does it contain high-resolution/definition images that might make it better for a TIF file format? Or does your content have a different preferred file format? Once you have that straightened out, you'll be able to select the correct option when uploading your document to a website or online form.
Must-Haves When Learning How to Upload Documents in Online Application
First and foremost, when learning how to upload documents in online application, you must have the document in an electronic format on your device. So, if you're starting from a paper document, you'll have to scan it and send that scanned file to yourself before uploading to an online application. You can take a picture of that document and use that image file as well.
With Revver's online application, you can scan the document using Zonal OCR, which stands for optical character recognition. This enables you to upload documents in online application and do more than just have a static image of your content. The online application can actually read what's in the document and make that information searchable in the system.
Smart Extract AI is a feature in Revver's online application that adds to its Zonal OCR capabilities. When you upload documents in online application with Smart Extract AI, it can automatically extract key information and metadata, making your documents even more useful and organized.
Step one complete. You now have the document on your computer, ready to go.
Things to note
Keep in mind that electronic files generally must be in one of the following formats in order to be uploaded: PDF, TIF, JPG, JPEG, GIF, PNG, BMP.
Be aware that a change in file format may change the layout of the document. With so many different options for file formats, there’s no shame in looking up what format your document would work best in. Don't worry if your file has a unique structure. Revver thought of that, too, with its Smart Hints tool. Smart Hints enables Smart Extract to figure out exactly where data is stored in each document. You can add hints about where to look and how to categorize the data it finds into metadata fields.
How to Upload a Document
So, you have the document, you know what format you want it to be in, and now it’s time to get it uploaded. Like we said earlier, Smart Extract and Zonal OCR are the way to go to upload files to Revver. You can also scan documents and then use the Folder Mapping App to automatically add files to Revver from a designated folder on your hard drive. That way, every file will end up in Revver and not stored on a single device. You can also integrate Revver with Gmail or Outlook to instantly upload emails and attachments to your document management software. There are quite a few ways to get files into Revver.
How to Use Your Phone/Camera to Scan Documents
- Install a free mobile scanning app. Google Drive is considered a scanning app that will work well for your needs. Many mobile phones have high photo quality that can work perfectly as a scanning option with just the download of an app.
- Take pictures of the documents and save each as a PDF.
- Save the PDFs in easily accessible locations on your device.
How to Use Your Printer or Scanner
- Follow directions per your manufacturer’s handbook to scan each document and send to a computer (or upload to a USB drive). The usage information can usually be found online when the name and type of the scanner are searched.
- Typically, this will be as simple as pressing a “scan” button and choosing where you want the scan to be sent to.
- Select the PDF file format before scanning. The default may not be PDF, instead of being a TIF or something else. This can result in poorer quality and larger file sizes.
Ensure that the document is going to be sent to the correct place, or you might be in for a bit of confusion when you can’t find the document. Double-check if the scanner can email it to you that you have the correct email typed out.
Uploading the Document
Typically, a website will be clear about how to upload a document to their specific page. You’ll be looking for an “Upload” button, and from there will select the file you’re looking for. We've already covered many of the ways you can upload a document to Revver. And then it will be available for viewing and modifying anytime you like. The great thing is that Revver handles version control really well, and it maintains audit trails of every change made to each document by various users.
Takeaways
Uploading a document is a simple two to three step process. For better document work, discover Revver. Sign up for a free trial today. We can make your day-to-day office work equally as simple as uploading a document. Revver's document management system helps organize documents to promote a more streamlined workflow, clear sharing capabilities, as well as business automation techniques to get calendars, task lists, and key target dates in order.