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Upload Documents from Your Mobile Device (SmartVault)

Use your phone or tablet to add documents to SmartVault using either SmartScan (camera-based scanning with edge detection) or Traditional Upload (choose existing files).

1 Sign in & open the upload flow

On your mobile device (Safari/Chrome), sign in to the SmartVault Portal and tap Upload a Document.

SmartVault mobile portal - Upload a Document
Mobile portal: tap Upload a Document.

2 Choose destination & upload method

  1. Select the folder where you want to upload.
  2. Tap Upload file.
  3. Choose one of the two methods:
    • SmartScan: Use your camera to scan pages; SmartVault auto‑detects edges and enhances the image.
    • Traditional Upload: Pick existing files from your device.
Select folder then choose upload method
Select a folder, then choose your upload method.

3 Option A — Use SmartScan (multi‑page scan → PDF)

  1. Tap Take a Photo and allow camera access if prompted.
  2. Position the document within the frame; tap Start Scanning.
  3. Scan additional pages as needed (creates one multi‑page document).
  4. Tap the Page Counter (bottom right) to review pages.
  5. Delete or rearrange pages if necessary; tap Submit.
  6. Tap Save to upload the combined PDF to your chosen folder.
SmartScan capture and review
SmartScan: capture, review, and save as a multi‑page PDF.

4 Option B — Traditional Upload (choose existing files)

  1. Tap Select a File.
  2. Pick a source:
    • Photo Library — choose existing photos/images
    • Take Photo — capture a new image now
    • Choose Files — pick files stored on your device
  3. Select one or multiple files and tap Save to upload.
Traditional upload sources
Traditional upload: choose from your library, take a photo, or browse files.

5 Tips for better scans (SmartScan)

  • Use good, even lighting; avoid shadows and glare.
  • Place documents on a dark, contrasting background.
  • Keep the device steady; let SmartScan detect edges.
  • Review pages before saving; delete/re‑order as needed.
SmartScan automatically detects edges and enhances documents. Multiple pages are combined into one PDF. Traditional uploads keep original formats.

6 Notes & supported file types

  • You can upload multiple files at once.
  • Common types: PDF and image formats (e.g., JPG/PNG).
  • Files are stored in the SmartVault folder you selected.