Instead of typing an ID number or a member number off a card, take a photo and let TagData read it. You review every field before anything saves. Scanning is part of Premium.
Steps
- Click Add, then Scan a document.
- Choose what you are scanning. Today the reader handles Identification, Health Insurance and Personal Information.
- The form opens with a tile at the top, Upload a photo or PDF. Click it. On a phone you can take a new photo or choose one from your library.
- The first time, TagData asks for your consent: the photo is sent to our AI provider to read the document and fill in the fields. Click Continue.
- Wait a few seconds while it reads. The fields fill in, each marked Scanned. A field the reader was unsure about is marked Scanned · low confidence · double-check; look at those first.
- Correct anything that is wrong, tick Also save this photo to the item if you want the photo attached, and click Save.
Good to know
- If the reader finds nothing, you’ll see “We couldn’t read any fields from that photo.” Try a clearer, well-lit image with the whole document in frame.
- On the free Core plan the scan tile shows a lock. Everything else about the form works; you type the fields instead.
Try it
The demo page has a vault you can click through. Open it on Personal and try these steps there; nothing you do is saved.