Start with the source file
Use the original PDF instead of screenshots whenever one exists. Scan paper as a document, not a casual photo.
Phone, tablet, or computer
The transmission is the same. What changes is how your device scans paper, saves a PDF, and exposes the final file to the browser.
Choose your workflow
The part every device shares
Use the original PDF instead of screenshots whenever one exists. Scan paper as a document, not a casual photo.
A signature or form field is useful only if it appears in the final copy you upload. Reopen it and check every page.
Autofill, old forms, and search snippets can all supply the wrong number. Use current recipient instructions.
Store the final result with the PDF you transmitted and any case, claim, or routing reference.