Office Lens: Your Ultimate Document Scanning Solution

June 20, 2024

Office Lens: Your Ultimate Document Scanning Solution Hero

Office Lens is like having a pocket-sized scanner in your phone. It lets you capture photos of whiteboards, documents, or business cards, and then magically turns them into digital files. You can save these scans to OneDrive, OneNote, or even export them as Word or PDF documents. Whether you’re organizing receipts, digitizing handwritten notes, or managing business cards, Office Lens simplifies the process and keeps everything neat and tidy. Plus, it’s free!

Versatile Document Scanning with Office Lens

  • Contract Management: Effortlessly scan signed contracts and archive them in your client’s OneDrive.
  • Networking Simplified: Digitize business cards directly into your Outlook or CRM system.
  • Creative Collaboration: Capture whiteboard sessions to preserve and share your team’s ideas.
  • Photo Preservation: Save old photographs in digital form for posterity.
  • Digitizing Paper: Scan paper documents to turn them into editable Word documents

12 Steps to Getting Started with Office Lens

  1. Download Office Lens: Grab the app from the App Store or Google Play Store.
  2. Launch the App: Open Office Lens on your phone.
  3. Camera Access: Allow Office Lens to access your device’s camera.
  4. Login: Sign in with your Microsoft Office 365 account. Note that while there’s a free version, some features (like saving to OneDrive and exporting as an editable Word file) require an Office 365 subscription.
  5. Choose Document Type: Select the type of document you’re scanning (whiteboard, document, business card, or photo).
  6. Capture the Image: Take a photo of the document. Office Lens will automatically remove the background and frame the paper portion.
  7. Adjustments: Fine-tune color and cropping if needed.
  8. Add Pages: To include more pages in the same document, use the Camera + icon.
  9. Finalize: Click the red checkmark when you’re done.
  10. Name Your Document: Give it a descriptive name.
  11. Storage Options: Choose where to save your document (Photo Library, PDF, OneNote, OneDrive, Word, or PowerPoint).
  12. Sharing: Decide where to share the document (Outlook, Mail, or other apps with permission).

Office Lens Best Practices

Once you start using it, you’ll wonder how you managed without it. Our entire team relies on it both in and out of the office. If you’re using Office Lens in a business environment, consider implementing some IT policies and procedures related to document retention:

  • Document Naming: Establish guidelines for naming documents consistently. Clear, descriptive names make organization and retrieval easier.
  • Storage Locations: Decide where documents should be stored. Whether it’s OneDrive, SharePoint, or another location, consistency matters.
  • Contact Management: Determine which contacts should be added to your company database. Keep it up-to-date for efficient collaboration.

If you want to explore your options, please reach out to our team by via email at support@skratsch.com or by calling 1.313.284.5656

Tags: business

Steve Kaschimer

Steve Kaschimer

Editor

Steve is a Software and Cloud Engineer, Content Creator, and Innovation Enthusiast. He is open to collaborating on projects that match his skills, which include .NET Framework/Core, C#, APIs, RESTful Services, SQL Databases, and Azure.