When to use Paper Scan
For a physical invoice, signed contract or paper form, open Paper Scan and capture it with the camera. Check lighting, page edges and legibility before sending the image for analysis. For multipage documents, confirm that every relevant page was captured in order.
When the file is already in a cloud account
Open Cloud document sources, connect your own account and choose the document. Google Drive offers Google's file selection flow; OneDrive supports personal Microsoft and Microsoft 365 accounts; SharePoint lets you browse content that your Microsoft account is permitted to access. If company app consent or site access is missing, your Microsoft administrator or site owner needs to address it at the source.
When the file is on your device
Use Documents to upload a supported local file. NexaFile handles formats including PDF, Word, Excel, PowerPoint and images; extraction quality depends on the source material. This route works well for files received by email or stored locally without a cloud connection.
Once the document is in your workspace, compare its summary, extracted fields and warnings with the original. The responsible reviewer should verify important results before approval or action. For PDFs, see the PDF analysis workflow.
