// HOME USERS

How to Scan a Document

Need to scan and send a form, letter or receipt? You can do it with a printer-scanner or simply with your phone. Here is how, step by step.

Published 16 June 2026 · Home Users · by the 365 Techies team — Microsoft Partners & Dell specialists, looking after Dorset since 1995

There are two easy ways to scan — pick whichever you have to hand.

Scanning with a printer or scanner

Place the document face-down on the glass, then use the printer’s app or the built-in Windows Scan app to capture it. Save it as a PDF somewhere you’ll find it again, like your Documents folder.

Scanning with your phone

No scanner? Your phone is one. On many phones the Notes app (or a free scanner app) has a ‘scan document’ option — hold the phone steady over the document in good light, let it capture, then crop and save as a PDF. From there you can email or upload it. If you’d like a hand, just ask — see printer support.

Key points

  • To scan with a printer, place the document face-down on the glass
  • Use the printer app or the Windows Scan app to capture it
  • Save it as a PDF where you can find it again
  • To scan with a phone, use Notes or a free scanner app
  • Hold the phone steady over the document in good light
  • Crop and save it as a PDF
  • Email or upload the file as needed

Prefer to let us handle it? Our monthly IT support plans include this and much more, from £18.25/month per computer — with a friendly techie on hand whenever you need one. Call 01202 775566 or view our plans.

// GOOD QUESTIONS

Frequently asked

Can I scan without a scanner?

Yes — your phone works brilliantly as a scanner using the Notes app or a free scanner app, saving straight to PDF.

How do I save a scan as a PDF?

Most scanner apps and the Windows Scan app let you choose PDF as the file type when you save. PDF is best for forms and letters.

How do I email a scanned document?

Save the scan, start a new email, and attach the PDF using the paperclip or ‘attach’ button. We’re happy to walk you through it.

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