Scan Documents
How do I scan and store the documents?
emSigner allows users to scan physical documents directly and store them in their emSigner account. Scanned documents can later be reviewed, stored, or initiated for signing based on the document format and workflow configuration.
To access this feature, log in to emSigner and navigate to Doc Store → Scan Document.
Step 1: Install Dynamsoft Service (One-Time Setup)
When you click Scan Document for the first time, emSigner prompts you to install the Dynamsoft Service.
Dynamsoft Service acts as a bridge between the emSigner web application and the scanner connected to your system.
This installation is a one-time activity.
Once installed, emSigner automatically detects available scanner drivers on subsequent uses.
After installation, available scanner sources will be displayed automatically when you open the Scan Document screen.
Step 2: Select Workflow Category
After the scanner drivers are detected:
Click Scan Document from the Document Store.
Click Browse Category to select a category.
All workflows configured in the account are listed.
Selecting a category determines where the scanned document will reside and which workflow rules apply.
A prerequisite for this step is that the required workflow must already be created in the system.
Step 3: Select Scanner Source and Scan
Click Select Source to choose the appropriate scanner connected to your system.
Click Scan to begin scanning.
The scanned document is uploaded immediately.
A preview of the scanned content is displayed on the screen.
Step 4: Scan and Save Documents
Once the scan is complete, the user can configure scan settings based on organizational policies.
Key capabilities include:
Scanning multiple pages using the Multi-Page PDF/TIFF option.
Reviewing the scanned preview before saving.
Important behavior to note:
If the document is saved in PDF format, it appears in Dashboard → Drafts and can be initiated for signing.
If saved in image formats (PNG, JPEG), the document is stored in Doc Store only and does not appear in Drafts.
Click Save to upload the scanned document.
After saving, users can:
Click Scan New Document to scan another document, or
Click Go to Doc Store to view the saved document in the repository.
Step 5: View Scanned Document in Doc Store
The scanned document is now available in the Document Store, where users can:
View document details
Manage the document based on its format and status
Step 6: Initiate Signing
If the scanned document was saved as a PDF:
Navigate to Dashboard → Drafts.
Locate the scanned document.
Click Initiate to begin the signing workflow.
From here, the document follows the standard initiation and signing process.
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