Step-by-Step Guide to Scanning and Sending Documents via WhatsApp

Step-by-Step Guide to Scanning and Sending Documents via WhatsApp

WhatsApp’s newly introduced document scanning feature for its iOS app revolutionizes the way users can manage and send documents efficiently. With this tool, you no longer need to juggle multiple applications; everything can be done seamlessly within WhatsApp. This guide walks you through the process of scanning and sending documents with ease using your iPhone.

Unlock the Power of Document Scanning on WhatsApp

Currently, the document scanning capability is exclusively available in the WhatsApp mobile app on iPhones, while iPad users can only access this feature via the web. Unfortunately, Android users do not yet have access to this functionality.

Before diving into document scanning, ensure your WhatsApp app is updated to the latest version. Open the application, navigate to your desired chat, and tap the + icon located in the lower-left corner.

Tapping plus button in WhatsApp chat on iPhone.

From the available options in the pop-up menu, select Document.

Selecting

Next, tap on the Scan Document option. You also have the ability to choose existing files or media from your device.

Tapping on

Point your phone camera over the document you want to scan, making sure it is properly framed. The app will automatically initiate the scan. If you want a more hands-on approach, you can press the Auto button at the top right to switch to manual scanning mode.

Scanning on WhatsApp for iPhone initiated.

After scanning, you will be taken to an editing screen where you can make adjustments to your scan. Consider converting your document to Greyscale or Black & White options, as well as cropping or rotating it for better clarity. Once satisfied with your edits, tap Done.

Editing a scan in WhatsApp for iPhone.

You’ll then be redirected back to the scanning screen. Press the Save button located in the bottom right corner.

Saving scanned documents in WhatsApp for iPhone.

Finally, WhatsApp compiles your scans into a single PDF document, making it ready for delivery. Simply hit the Send button to share your document directly.

Ready to send scan in WhatsApp on iPhone.

Easily Attach Scanned Documents to WhatsApp Messages

Not only can you scan new documents, but you can also attach previously scanned files to your messages. Start by composing your message in the chat, then tap the + button to attach your scanned documents.

If you’d like, you can also add text in the Add a caption field before sending your scan.

Attaching scan to a message in WhatsApp on iPhone.

Your WhatsApp message can also include other types of documents, such as JPG images or files of various formats stored on your device. For this, select the Choose from files option while attaching your content.

If you are using Android, start by tapping the paperclip icon, select Document, and then you can upload your desired document or file easily.

Tapping the

Viewing Documents Received on WhatsApp

While the scanning capability isn’t available for Android at the moment, users can still view received scanned documents. Simply tap on the thumbnail of the scan in your chat thread to open it—this applies to both Android and iPhone users.

Tapping on scan to open via WhatsApp on iPhone.

You can even annotate the opened scans! Just tap on the Pencil icon at the bottom to make any needed modifications and save the edited version on your device.

Option to annotate received scan in WhatsApp on iPhone.

Android users will require a PDF viewer—or utilize Google Drive, which generally comes pre-installed on most Android devices—to view various documents, allowing for limited annotation capabilities.

Editing received scan in Google Docs app on Android.

Key Specifications Regarding WhatsApp Document Scanning

While WhatsApp has yet to specify limitations on the number of documents you can scan in one session, it’s inferred that the typical 2 GB limit applies here too. Through personal testing, I have scanned up to 20 pages without facing any issues.

All scanned documents are compiled into PDFs, and currently, there are no options for selecting alternative formats. It’s crucial to highlight that WhatsApp’s scanning functionality is fortified with end-to-end encryption, ensuring that only the sender and recipient can access the documents. For those seeking additional privacy, consider activating the Disappearing Messages feature for your chats, allowing you to establish expiration dates for the files.

For users interested in optimizing their communication, learn how to schedule messages within WhatsApp for enhanced time management.

Image credit: DepositPhotos. All screenshots by Alexandra Arici.

Additional Insights

1. Can I scan multiple documents at once on WhatsApp?

While WhatsApp hasn’t officially specified the number of documents that can be scanned at once, users generally find that the existing 2 GB limit applies. In practice, you can scan and send multiple pages in one go without issues.

2. Is the scanning feature available on Android?

Currently, the document scanning feature is limited to the iOS version of WhatsApp. Android users may not access this capability, but they can view documents sent from iPhones.

3. How secure are the scanned documents sent over WhatsApp?

Scanned documents benefit from WhatsApp’s end-to-end encryption, ensuring that only the sender and the recipient have access to the documents. For added security, enable features such as Disappearing Messages for additional privacy control.

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