Northwoods

For an overview of Traverse Capture, see <a href="https://help.northwoodstraverse.com/en/articles/8542134-all-about-traverse-capture">All about Traverse Capture</a>. Here are the steps to capture documents in Traverse Capture:

Capture photos of documents for your album, which Traverse will attempt to auto-crop. The plus icon in the album allows you to capture more documents.

If the auto-crop doesn't pick up the document, you can edit the photo yourself. ​The method you used to initiate the album will be retained as you add more photos. You can only add more photos of documents to this album, and every new photo you capture will be auto-cropped.

Optional - To delete a document from the album, open it and tap the garbage can icon.

Select a content type and connection (case, person, or organization) for the future content item.

Tap Sync to sync the album as a content item. Once the album is synced, its photos are removed from Traverse Capture and added to Traverse, connected to the case/person/organization you selected.

1. Tap the plus icon.

2. Tap Capture a Document.
3. Capture photos of documents for your album, which Traverse will attempt to auto-crop. The plus icon in the album allows you to capture more documents.
 
 If the auto-crop doesn't pick up the document, you can edit the photo yourself. ​The method you used to initiate the album will be retained as you add more photos. You can only add more photos of documents to this album, and every new photo you capture will be auto-cropped.
4. Optional - To delete a document from the album, open it and tap the garbage can icon.
5. Select a content type and connection (case, person, or organization) for the future content item.
6. Tap Sync to sync the album as a content item. Once the album is synced, its photos are removed from Traverse Capture and added to Traverse, connected to the case/person/organization you selected.