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How to Scan Documents into Sibme Using the Mobile App | Sibme Help Center
How to Scan Documents into Sibme Using the Mobile App | Sibme Help Center

Scan multiple pages in Sibme's mobile app and upload the document as a Resource instantly.

Jeff Ritter avatar
Written by Jeff Ritter
Updated this week

You can now easily scan and upload documents directly into your Workspace or Huddles from Sibme's Android or iOS apps. This feature streamlines the process of digitizing physical documents, making them readily accessible within the Sibme platform.

Who is this article for?

Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your Sibme account administrator if you have permission.

  • Users

  • Admins

  • Super Admin

  • Account Owner

Steps to accomplish the task:

First, make sure you download the Sibme Mobile App. Instructions are available for Android and iOS. Then:

  1. Navigate to the Desired Location: Open the Sibme mobile app and go to the Workspace or Huddle where you want to upload the scanned document.

  2. Initiate the Upload Process: Tap the green "+" button located at the bottom-right corner of the screen.

  3. Select "Scan Documents": In the menu that appears, choose the "Scan Documents" option. This will launch the document scanning interface.

After the document scanning interface appears on the screen, then:

  1. Capture the Document: Position your device's camera over the document you wish to scan. The app will automatically detect the document's edges and display a blue overlay. Once the document is properly aligned, you can either wait for the automatic capture or tap the capture button at the bottom of the screen manually.

  2. Add Additional Pages: After capturing the first page, position the camera over another page to continue scanning additional pages. The app will automatically prepare for the next scan without requiring any extra taps.

  3. Review and Edit Scans: Once you've scanned all desired pages, tap "Done" to review your document. Here, you can:

    • Delete Pages: Remove any unwanted pages by selecting the delete icon.

    • Add Pages: Go back and add additional pages to the document by selecting the add icon.

    • Edit Pages: Adjust the scanned pages using tools like Crop, Rotate Left, Rotate Right, Unwarp (curvature correction), and B&W (filter adjustments).

  4. Upload the Document: After finalizing edits, tap the upload icon (on Android) or "Upload" (on iOS) in the top-right corner. You'll be prompted to select a category for the document, ensuring it's organized appropriately within Sibme.

Handling Upload Failures

If the upload fails, the scanned document will be saved offline within the app. To retry the upload:

  1. Access Offline Resources: Navigate to the Offline section in the app.

  2. Retry Upload: Locate the document marked with "Upload Failed" and tap "Upload Again." You'll be prompted to select a category before the upload process resumes.

By following these steps, you can efficiently digitize and upload documents directly into Sibme, enhancing your workflow and collaboration within Workspaces and Huddles.

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