{"id":71687,"date":"2021-03-01T09:54:24","date_gmt":"2021-03-01T15:54:24","guid":{"rendered":"https:\/\/eshop.macsales.com\/blog\/?p=71687"},"modified":"2021-03-01T09:54:29","modified_gmt":"2021-03-01T15:54:29","slug":"scan-and-store-documents-with-files-app","status":"publish","type":"post","link":"https:\/\/eshop.macsales.com\/blog\/71687-scan-and-store-documents-with-files-app\/","title":{"rendered":"How to Scan and Store Documents with the Files App"},"content":{"rendered":"\n<div class=\"wp-block-image\"><figure class=\"alignright size-thumbnail\"><img loading=\"lazy\" decoding=\"async\" width=\"190\" height=\"190\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon-190x190.png\" alt=\"\" class=\"wp-image-71715\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon-190x190.png 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon-120x120.png 120w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon-284x284.png 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon-380x380.png 380w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon.png 722w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon-120x120@2x.png 240w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/iOS_Files_App_icon-284x284@2x.png 568w\" sizes=\"auto, (max-width: 190px) 100vw, 190px\" \/><\/figure><\/div>\n\n\n\n<p>Tax time. It usually means gathering all sorts of paperwork together, stuffing it into an envelope, and then getting it to an accountant. This year, many accountants are trying to do less face-to-face, and asking clients to scan and upload documents to a shared folder. Anyone with an iPhone or iPad has a scanner that works beautifully. It&#8217;s in the <strong>Files<\/strong> app, and today I&#8217;ll show you how to use it.<\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-finding-the-scanner\">Finding The Scanner<\/h2>\n\n\n\n<p>Gone are the days when scanning documents meant buying an &#8220;all in one&#8221; printer with features you&#8217;d never use most of the time. Apple added the ability to scan documents to the Files app, the same app you use to organize and find files stored on your device, in iCloud Drive, and on attached storage.<\/p>\n\n\n\n<p>Launch the Files app and tap the Browse button. That button looks like a small file folder and is located in the lower right of the screen. <\/p>\n\n\n\n<p>At the top right of the screen is the &#8220;more&#8221; button, which looks like a circle containing an ellipsis (&#8230;). Tap it.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu.jpeg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu.jpeg\" alt=\"\" class=\"wp-image-71688 img-border\" width=\"450\" height=\"288\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu.jpeg 1284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu-187x120.jpeg 187w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu-284x182.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu-190x122.jpeg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu-187x120@2x.jpeg 374w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu-284x182@2x.jpeg 568w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu-190x122@2x.jpeg 380w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><figcaption>The menu that appears when the &#8220;More&#8221; button is tapped<\/figcaption><\/figure><\/div>\n\n\n\n<p>The screenshot above shows the menu that appears. If you&#8217;ve already tapped &#8220;iCloud Drive&#8221; as the location, that menu is a bit different:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud.jpeg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud.jpeg\" alt=\"The menu provides different choices if iCloud Drive is your location\" class=\"wp-image-71689 img-border\" width=\"450\" height=\"230\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud.jpeg 1284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud-235x120.jpeg 235w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud-284x145.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud-190x97.jpeg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud-235x120@2x.jpeg 470w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud-284x145@2x.jpeg 568w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_More_Menu_iCloud-190x97@2x.jpeg 380w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><figcaption>The menu provides different choices if iCloud Drive is your location<\/figcaption><\/figure><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignright size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page.png\" alt=\"Files App Scan Edge Detect\" class=\"wp-image-71703\" width=\"324\" height=\"700\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page.png 647w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-55x120.png 55w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-149x323.png 149w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-88x190.png 88w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-710x1536.png 710w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-947x2048.png 947w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-55x120@2x.png 110w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-149x323@2x.png 298w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Detect_Page-88x190@2x.png 176w\" sizes=\"auto, (max-width: 324px) 100vw, 324px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-time-to-scan\">Time to Scan<\/h2>\n\n\n\n<p>Whichever menu appears, you&#8217;ll notice the <strong>Scan Documents<\/strong> menu item. Select that item to launch the scanner. <\/p>\n\n\n\n<p>Before you scan, here are two suggestions for getting the best possible image:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Place your document on a dark background so the scanner has no problems finding the edges<\/li><li>Make sure the document has proper lighting<\/li><\/ul>\n\n\n\n<p>Aim the iPhone or iPad camera at the first page of the document. Within moments, it detects the edges of the document and places a blue rectangle over the page (see image at right).<\/p>\n\n\n\n<p>See the shutter button at the bottom of the screen? If you&#8217;re holding the iPhone or iPad steady, you don&#8217;t even need to touch it to scan the image &#8212; you&#8217;ll see a &#8220;flash&#8221; on the screen to indicate that the scan has taken place. If you have a second page, place it in front of the scanner and scan it. Continue as needed until all pages of the document are scanned.<\/p>\n\n\n\n<p>Sometimes this automatic mode causes unexpected results by scanning documents that you didn&#8217;t really want scanned! In that case, tap the &#8220;Auto&#8221; button at the top of the scanning window and select &#8220;Manual&#8221;. <\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-manual-mode\">Manual Mode<\/h2>\n\n\n\n<p>Manual mode provides extra control over the scanning of documents, although you need to tap the shutter button. Once the page has been scanned, you have the option of dragging corners to straighten out a document scanned at an angle. This editing also deletes the background if a small fringe of it is visible (see image below).<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-scaled.jpeg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-scaled.jpeg\" alt=\"The circles on the corners of the scanned documents can be dragged to straighten an image before saving\" class=\"wp-image-71705\" width=\"559\" height=\"700\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-scaled.jpeg 1118w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-96x120.jpeg 96w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-258x323.jpeg 258w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-152x190.jpeg 152w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-96x120@2x.jpeg 192w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-258x323@2x.jpeg 516w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Edit-152x190@2x.jpeg 304w\" sizes=\"auto, (max-width: 559px) 100vw, 559px\" \/><\/a><figcaption>The circles on the corners of the scanned documents can be dragged to straighten an image before saving<\/figcaption><\/figure><\/div>\n\n\n\n<p>The &#8220;Save&#8221; button displays how many pages you&#8217;ve scanned. In this screenshot, two pages are scanned and ready to be saved.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save.jpeg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save.jpeg\" alt=\"Save (2) indicates that two pages have been scanned\" class=\"wp-image-71702\" width=\"450\" height=\"211\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save.jpeg 1284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save-256x120.jpeg 256w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save-284x133.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save-190x89.jpeg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save-256x120@2x.jpeg 512w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save-284x133@2x.jpeg 568w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Save-190x89@2x.jpeg 380w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><figcaption>Save (2) indicates that two pages have been scanned<\/figcaption><\/figure><\/div>\n\n\n\n<p>Tap the Save button. The file will be saved in folder &#8220;Apple Card&#8221; on iCloud Drive. The destination folder can be changed by tapping the correct one in the list of iCloud Drive folders.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name.jpeg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name.jpeg\" alt=\"The Save dialog provides a way to select a destination folder for the scanned document\" class=\"wp-image-71710 img-border\" width=\"450\" height=\"208\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name.jpeg 1284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name-259x120.jpeg 259w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name-284x131.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name-190x88.jpeg 190w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name-259x120@2x.jpeg 518w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name-284x131@2x.jpeg 568w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Location_Change_Name-190x88@2x.jpeg 380w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><figcaption>The Save dialog provides a way to select a destination folder for the scanned document<\/figcaption><\/figure><\/div>\n\n\n\n<p>Each document has the same name by default &#8212; Scanned Document. Tap the name and a Rename Document dialog appears. Type in the new name, tap Done, and then tap Save to store the renamed document into the proper folder. <\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><a href=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document.jpeg\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document.jpeg\" alt=\"Renaming a document\" class=\"wp-image-71709\" width=\"450\" height=\"463\" srcset=\"https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document.jpeg 1284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document-117x120.jpeg 117w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document-284x292.jpeg 284w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document-185x190.jpeg 185w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document-117x120@2x.jpeg 234w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document-284x292@2x.jpeg 568w, https:\/\/eshop.macsales.com\/blog\/wp-content\/uploads\/2021\/02\/Files_App_Scan_Rename_Document-185x190@2x.jpeg 370w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/a><figcaption>Renaming a document<\/figcaption><\/figure><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-an-alternative\">An Alternative<\/h2>\n\n\n\n<p>There are many alternatives to the Files scanner if you want extra features. For example, the Files app scanner doesn&#8217;t seem to compress the PDF files it creates, and the text in a document is not searchable. <\/p>\n\n\n\n<p>For years, I have been using <a rel=\"noreferrer noopener\" href=\"https:\/\/apps.apple.com\/us\/app\/swiftscan-document-scanner\/id834854351\" target=\"_blank\">SwiftScan<\/a> (previously known as ScanBot), which does a very good job of compression and does optical character recognition on documents to make them searchable. However, the developers have now gone to a $34.99 annual subscription for those features. As much as I like supporting developers through my purchases and subscriptions, I personally found the new pricing to be a bit much. I&#8217;ll be using the Files scanner in the future. <\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-background has-vivid-cyan-blue-background-color has-vivid-cyan-blue-color is-style-wide\"\/>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-related-links\">Related Links<\/h4>\n\n\n\n<ul class=\"wp-block-yoast-seo-related-links\"><li><a href=\"https:\/\/eshop.macsales.com\/blog\/56459-scanning-documents-with-ios-13-and-ipados-13\/\">Scanning Documents with iOS 13 and iPadOS 13<\/a><\/li><li><a href=\"https:\/\/eshop.macsales.com\/blog\/60028-how-to-use-icloud-drive-folder-sharing\/\">How to Use iCloud Drive Folder Sharing<\/a><\/li><li><a href=\"https:\/\/eshop.macsales.com\/blog\/45444-a-guide-to-continuity-camera-in-macos-mojave\/\">A Guide to Continuity Camera in macOS Mojave<\/a><\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-background has-vivid-cyan-blue-background-color has-vivid-cyan-blue-color is-style-wide\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Tax time. It usually means gathering all sorts of paperwork together, stuffing it into an envelope, and then getting it to an accountant. This year, many accountants are trying to do less face-to-face, and asking clients to scan and upload documents to a shared folder. Anyone with an iPhone or iPad has a scanner that [&hellip;]<\/p>\n","protected":false},"author":81,"featured_media":71772,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"spay_email":"","footnotes":""},"categories":[4],"class_list":["post-71687","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.2 (Yoast SEO v20.2) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Scan and Store Documents with the Files App<\/title>\n<meta name=\"description\" content=\"Tax time. It usually means gathering all sorts of paperwork together, stuffing it into an envelope, and then getting it to an accountant. This year, many\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/eshop.macsales.com\/blog\/71687-scan-and-store-documents-with-files-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Scan and Store Documents with the Files App\" \/>\n<meta property=\"og:description\" content=\"Tax time. It usually means gathering all sorts of paperwork together, stuffing it into an envelope, and then getting it to an accountant. 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