Must-haves when uploading a document
First and foremost, you must have the document in an electronic format. So, if you’re starting from a paper document, you’ll have to scan it and send that scanned file to yourself. You can take a picture of that document and use that file as well.
If you don’t have the physical document, you’d need to contact the person who has it and ask for an electronic copy. Then, you’ll download and save that file to your computer.
Step one, complete. You now have the document on your computer, ready to go.
Things to note
Keep in mind that electronic files usually must be in one of the following formats in order to be uploaded: PDF, TIF, JPG, JPEG, GIF, PNG, BMP.
How to Upload a Document
So, you have the document, you know what format you want it to be in, and now it’s time to get it uploaded.
Typically, you will find the tab or button labeled “Add Files”. You’ll then find and select the files either on your computer or on a flash drive, external drive, or memory card. You’ll then click the “Open” button which begins the uploading process.
How to use your phone/camera to scan documents
- Install a free scanning app. Google Drive is considered a scanning app that will work well for your needs.
- Take pictures of the documents and save each as a PDF.
- Save the PDFs in easily accessible locations on your device.
How to use your printer or scanner
- Follow directions per your manufacturer’s handbook to scan each document and send to a computer (or upload to a USB drive).
- Typically, this will be as simple as pressing a “scan” button and choosing where you want the scan to be sent to.
- Select the PDF file format before scanning. The default may not be PDF, instead of being a TIF or something else. This can result in poorer quality and larger file sizes.
Ensure that the document is going to be sent to the correct place, or you might be in for a bit of confusion when you can’t find the document. Double-check if the scanner can email it to you that you have the correct email typed out.
Uploading the document
Typically a website will be clear about how to upload a document to their specific page. You’ll be looking for an “Upload” button, and from there will select the file you’re looking for.
Uploading a document is a simple two to three step process. For more simple processes and round the clock help, fill out the form below to see a demo of eFileCabinet. We can make your day-to-day office work equally as simple as uploading a document. We have systems to help organize documents to promote a more streamlined workflow, direct and clear sharing capabilities, as well as business automation techniques to get calendars, task lists, and key target dates in order.