How to Scan Documents (iPhone)
1
Navigate to the Notes application.
Tip - Pull down on the home screen to access the search bar and type in Notes to find the application quickly.
2
Select the icon in the bottom right corner to start a new note.
3
Select the paperclip icon, and choose "Scan Documents" from the pop up menu.
4
Scan your documents (Make sure to get all pages front & back!)
Tip - Set the camera to "Manual" by clicking "Auto" in the top right corner to have more control over scanning speed and accuracy.
5
Once your document has been scanned, click the share button at the top of the screen. From here, you can attach the document to email, or save to your cloud to access on your computer and securely upload to your mortgage broker.
Tip - If you attach the documents to an email drafted to yourself, but don't send it, you can download the attachments on your computer and delete the draft from your email for security purposes. MBA Technologies always recommends secure document upload practices!
