Frequently Asked Questions

Smart Docs

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General

What is Smart Docs?
How does Smart Docs work?
What devices is Smart Docs compatible with?
Where does Smart Docs store my documents?
How do I change my email address?
How do I change my password?
How do I cancel my account?
How do I report a bug or send other feedback?

Documents

How do I use Smart Docs scanner?
Why hasn't Smart Docs recognized important details from my document?
How do I turn off Auto-edge-detection?
How do I add a document by Category and Document Type?
How do I add a driver’s license?
How do I add a credit card?
How do I add other types of documents?
How do I set up reminders
How do I edit a document?
How do I search for a document?

Cloud Backup

How are my files secured in the IDrive cloud?
How do I sync with my IDrive cloud account?
How do I restore documents?



What is Smart Docs?

Smart Docs is a free mobile app that makes keeping tabs on all your important paperwork simple. Just snap a photo of your document from your smartphone, and Smart Docs does the rest!

With so much to take care of each day, it can be difficult to remember every little thing you need to do. But Smart Docs uses advanced Optical Character Recognition to automatically create reminders for you to renew your documents , while keeping them organized, up-to-date, and secure.

Just snap a photo. Set reminders. And stay smart!



How does Smart Docs work?

When you take a picture of your document, Smart Docs extracts important details from the document using Optical Character Recognition (OCR) and barcode scanning. These details, which include dates, numbers, names, are then used to create an editable digital record of the document. This digital record, together with the picture of the document, is then uploaded to your IDrive account while storing a copy in your device for offline access.

What devices is Smart Docs compatible with?

Smart Docs is available on the following iOS devices: iPhone 5, 5s, 6, 6 plus, 6s, 6s plus, iPad, iPad air, iPad mini, iPad pro.

Where does Smart Docs store my documents?

Smart Docs stores your documents in your device for offline access. If you are connected to the internet, a copy of the document is also uploaded to your IDrive cloud storage account. That means you can restore your documents to any device, anytime from the cloud, as well as keep your documents protected from threats such as viruses, theft, and natural disaster.

How do I change my email address?

To change the email address associated with your account, first login to your IDrive account from a web browser. Click your username in the upper right-hand corner of the window, and click "Account." In your account settings, click "Profile Details". Enter your new email address, then click "Save Changes".

Please note that while you can change the email associated with your account, the username you choose upon signing up cannot be changed.


How do I change my password?

In the main menu, tap "Settings", then "Change password". Enter your current password. Then enter your new password and confirm by entering it a second time. Tap the "Change password" button.

How do I cancel my account?

To cancel your account, login to your IDrive account on the web. Click the username in the upper right-hand corner of the screen, then click "Account". Within your account settings, click the "Cancel my account" link at the bottom of the page. Please note that cancelling your account will remove all your files and folders permanently.

How do I report a bug or send other feedback?

To get in touch with Smart Docs, tap the "Share Feedback" button in the home menu. Share any questions or concerns with us in the email form, then tap "Send". We’ll promptly address your inquiry!

Documents Related Questions

How do I use Smart Docs scanner?

Smart Docs’ easy-to-use scanner allows you to:

  1. Photograph documents
  2. Use photos from your camera roll

Take a photo

To scan a document, simply tap the green "+" icon located at the bottom of the Home screen.



When the scanner opens, swipe left or right anywhere on the screen to choose the type of document you’re scanning. Hold the device directly above the document so the edges of your document are highlighted, then tap the capture button. With credit cards, Smart Docs will automatically capture an image of your card. After scanning, you’ll be prompted to edit your document’s information and save.

Alternatively, you can take a photo by choosing the folder under which you’d like to file your document and tapping the green “Add” button under the appropriate document type.

Use a photo from the camera roll

To process a photo from your camera roll, select the image icon in the bottom right corner of the scanner window. Tap the photo you’re interested in using, then tap "Use". From the editing window, crop and brighten the document if needed, then tap "Done".

Why hasn’t Smart Docs recognized important details from my document?

While details from major documents such as driver’s licenses and credit cards will be automatically recognized and registered upon scanning, some documents may need to be manually documented using the Assisted Fill feature.

After scanning, and selecting a category for the document, you’ll be presented with a form to manually capture information about the document. Tap any empty field to manually fill out your information. You will be presented with suggestions captured from the document which may belong to this field. Tap the suggestion to automatically fill the form with that value.

How do I turn off Auto-edge-detection?

When using the Smart Docs scanner, Auto-edge-detection helps you crop your image so you capture only your document. However, you can scan documents without this feature by tapping the Auto-edge-detection icon in the bottom left-hand corner of the scanner.

How do I add a document by Category and Document Type?

Smart Docs lets you organize your documents by Personal, Financial, Medical, Vehicle and Other. To add a document by category, tap "Home" in the menu bar, then tap the category your document falls under. From there, you can choose the Document Type, then tap the green "Add" button at the bottom of the screen to open the scanner.

How do I add a driver’s license?

From the Home dashboard, tap "Personal". Then tap the green "Add" button beneath the Driver’s License icon. The scanner will open and you’ll be prompted to scan the front side of your card, followed by the back of the card, and lastly, the barcode on the back. All your Driver’s License details will be automatically extracted and loaded into an editable list. Make any changes to the data then tap "Save".

How do I add a credit card?

From the Home dashboard, tap "Financial". Then tap the green "Add" button beneath the "Credit Card" icon. Hold your phone over your credit card so that the card fits within the borders of the white rectangle. The scanner will automatically scan the card and extract your data. Make any changes to your card details then tap "Save".

How do I add other types of documents?

From the Home dashboard, tap "Others". Then tap the green "Add" button beneath the “Others” icon. Hold your phone over your document so it fits within the borders of the white rectangle, then snap a photo. Crop and/or edit the brightness of your image if necessary, then tap "Done".

While Smart Docs will automatically extract as much information as possible from the document, it will not automatically create a record for it. However, you can use our Assisted Fill feature to record all your document’s important details. Assisted Fill will prompt you with data captured from the document to help you fill out the form.

To create a record using Assisted Fill, add a new field in the form by tapping "New Field" and fill out the details manually or with the suggestions provided by Assisted Fill. After you’ve entered all your document’s details, tap "Save".

How do I set up reminders

For ID cards, passports, and other documents with expiration dates, Smart Docs will automatically create Reminders to renew your document. To give you a head start, you’ll receive reminders for expiring documents one month before the expiration date.

You can also manually create other types of reminders for any document. After scanning your document and saving, simply tap the ellipsis icon in the upper right-hand corner of the screen, then tap "Reminders". Once you fill out your reminder, tap "Save". Smart Docs will send you a push notification when it’s time to take care of business.

How do I edit a document?

So you’ve scanned your document and you realize you entered the wrong expiration date. No worries! Simply visit the Home dashboard, tap the category and document type under which the document is filed, then open up the document. Tap the edit icon in the upper right hand corner, then tap "save" once you’ve made your changes.

How do I search for a document?

Want to find a document fast? Smart Docs' smart search allows you to quickly search for documents using details such as its expiration date or card number.

You can perform a general search from the search bar in the top right corner of the home screen. In the search bar, enter a detail about the document. For example, "card number", or "expiration date". The document will appear in the search results. Tap on the document to open it, or swipe left on it to edit or delete.

Alternatively, from the Home dashboard, tap the category and type of document and enter a detail about the document.

Cloud Backup Related Questions

How are my files secured in the IDrive cloud?

Smart Docs uses advanced cloud technology to keep your documents secure from viruses, theft, and even natural disasters. All documents scanned with Smart Docs are secured in the cloud and on your device with military grade 256-bit AES encryption. And if your device crashes, you can easily restore your files from the cloud.

How do I sync with my IDrive cloud account?

All documents scanned using Smart Docs will be automatically uploaded to the cloud. That means when you login to your Smart Docs from a device for the first time, any documents previously uploaded to your Smart Docs account will be automatically downloaded to your device.

You can also manually sync a device to your IDrive account by tapping "Settings" in the main menu, then choosing "Sync with my IDrive account".



How do I restore documents?

In the event that your device crashes or is lost, you can easily restore all your Smart Docs files by simply installing the app on your new device. Once you login, Smart Docs will pull your documents from the cloud so you can access them from your mobile device. It’s that simple.

Alternatively, you can tap "Settings" in the main menu, then tap "Sync with my IDrive account" to manually restore your files.