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SwiftScan: Document Reminders

  • Updated

SwiftScan.png What’s New: Document Reminders

We’ve added Document Reminders, a new Premium feature that helps you keep track of important documents by setting reminders directly within SwiftScan. Whether it’s a bill, contract, or form that needs follow-up, you can now schedule a reminder so it doesn’t slip through the cracks.

 

How to Use Document Reminders

Method 1: From the Send Menu

  1. Open the document
    Select the document you want to set a reminder for.

  2. Tap Send
    Open the Send menu.

  3. Select More Options
    Tap More Options to display additional actions.

  4. Choose Set Reminder
    Select Set Reminder, then choose the date, time, and details.

Method 2: When Saving a New Scan

  1. Scan or import a document
    Capture a new scan or import a document into SwiftScan.

  2. Tap Save
    Save the scanned document.

  3. Open the document and select More Options
    Tap More Options to display additional actions.

  4. Set a reminder
    Choose Set Reminder, then select the date, time, and details for your new scan.

Method 3: From Quick Actions

  1. Go to the document list screen
    Open the main document list in SwiftScan.
  2. Tap Reminders on the Quick Action bar
    Select Reminders from the Quick Action bar.
  3. Select a document
    Choose the document you want to set a reminder for.
  4. Set date, time, and description
    Enter the reminder date, time, and description, then save.

 

Visual Guide

Method 1: From the Send Menu

  1. Open the document
    Select the document you want to set a reminder for.
    SW_Reminders1.png
     

  2. Tap Send
    Open the Send menu.
    SW_Reminders2.png
     

  3. Select More Options
    Tap More Options to display additional actions.
    SW_Reminders3.png
     

  4. Choose Set Reminder
    Select Set Reminder, then choose the date, time, and details.
    SW_Reminders4.png

Method 2: When Saving a New Scan

  1. Scan or import a document
    Capture a new scan or import a document into SwiftScan.
    SW_Reminders5.png
     

  2. Tap Save
    Save the scanned document.
    SW_Reminders6.png
     

  3. Open the document and select More Options
    Tap More Options to display additional actions.
    SW_Reminders3.png
     

  4. Set a reminder
    Choose Set Reminder, then select the date, time, and details for your new scan.
    SW_Reminders4.png

Method 3: From Quick Actions

  1. Go to the document list screen
    Open the main document list in SwiftScan.
    SW_Reminders7.png
     
  2. Tap Reminders on the Quick Action bar
    Select Reminders from the Quick Action bar.
    SW_Reminders8.png
     
  3. Select a document
    Choose the document you want to set a reminder for.
  4. Set date, time, and description
    Enter the reminder date, time, and description, then save.
    SW_Reminders8.png

 

With Document Reminders, it’s easier than ever to stay organized and make sure important documents are handled on time.