❔FAQs

How to scan your receipt? on your iPhone or iPad

Open Notes and select a note or create a new one.

● Tap the Camera button , then tap Scan Documents .

● Place your document in view of the camera.

● If your device is in Auto mode, your document will automatically scan. If you need to manually capture a scan, tap the Shutter button or press one of the Volume buttons. Then drag the corners to adjust the scan to fit the page, then tap Keep Scan.

● Tap Save or add additional scans to the document.

Learn how to use the Continuity Camera to scan notes from your iPhone or iPad to your Mac.

How to scan your receipt? With Google Drive

• Open the Google Drive app.

• At the bottom right, tap the Add and then Scan or the camera icon.

• Point your device’s camera at a document.

  • A blue line outlines the document. This indicates where the picture will be cropped.

• Take a photo of the document that you'd like to scan.

  • Optional: You can toggle automatic capture by choosing between Manual and Auto capture.

• Adjust your scanned document.

  • Adjust scan area: Tap Crop & Rotate .

  • Adjust the colors, or make an image grayscale: Tap Filter.

  • Erase stains, fingers, and more: Tap Clean

  • Scan another page: Tap Add.

  • Retake the photo: Tap Retake

  • Delete a page: Tap

  • Delete

• Tap Done.

  • Create your own file name or select a suggested title.

  • Optional: To select the Drive folder where you’ll save the document, tap Location.

  • To save the finished document, tap Save.

How to Sign a document ?

1. Open Notes, then tap the document in the note.

2. Tap the Share button , then tap Markup .

3. Tap the Add button , then tap Signature and add a saved signature or create a new signature. Then you can adjust the size of the signature box and place it wherever you want on the document.

4. Tap Done.

To manually sign your document, follow steps 1-2, then select a tool to use and sign the document with your finger or an Apple Pencil with a compatible iPad.

How Scan documents with with android using Google Drive?

Scan a document

Important: Google respects your privacy and doesn’t use your Drive content for advertising. Learn more about how Drive protects your privacy.

1. Open the Google Drive app .

2. At the bottom right, tap Camera .

3. Point your device’s camera at a document.

   1. A blue line outlines the document. This indicates where the picture will be cropped.

4. Take a photo of the document that you'd like to scan.

   1. Optional: You can toggle automatic capture by choosing between Manual and Auto capture.

5. Adjust your scanned document.

   1. Adjust scan area: Tap Crop & Rotate.

   2. Adjust the colors, or make an image grayscale: Tap Filter.

   3. Erase stains, fingers, and more: Tap Clean .

   4. Scan another page: Tap Add .

   5. Retake the photo: Tap Retake .

   6. Delete a page: Tap Delete .

6. Tap Done.

7. Create your own file name or select a suggested title.

8. Optional: To select the Drive folder where you’ll save the document, tap Location.

9. To save the finished document, tap Save.

How to Add a scanning shortcut to your Home screen ?

To set up a shortcut to scan documents:

1. Open your Android phone or tablets' widgets.

2. Find the "Drive scan" widget.

3. Touch and hold the widget.

4. Drag it onto your Home screen. You may be asked to select an account.

5. Choose the folder you’ll save documents inside. If you want to create a folder, tap New Folder.

6. Tap Select. You’ll see the folder name in the widget.

How does the payment request work?

Create an invoice (Paragraph 2.1 of the user guide)

How to send proposals to your clients?

Create a proposal (Paragraph 2.2 of the user guide)

How to manage your (Expenses/Revenues/Bank Statements)?

Create a transaction (Paragraph 2.4 of the user guide)

How to invite your accountant to your space account?

• Click the Settings Button

• Scroll to the bottom of the page Click the Send Access Link button

How to create your projects?

Create a project (Paragraph 2.5 of the user guide)

How to create your product?

Create a service (Paragraph 2.3 of the user guide)

How to upgrade or downgrade your plan?

Access Subscription management through Settings on the app

How to set up your reminders for your upcoming tasks or alerts?

Create a notification