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Photo Collection and Signature Capture Guide

Table of Contents

Video Tutorial: How to Collect Photos & Custom Questions

For a quick overview, watch this tutorial on collecting photos and custom questions.

How to Collect Photos and Custom Questions video

How to Collect Photos with CodeREADr

Learn how to streamline photo collection and manage captured signatures with this step-by-step guide.

  1. Set Up Your Photo Collection Question
    • Select the answer type: Photo Collect.
    • Label the question clearly for app users.
    • Decide if this question applies to all services or specific ones.
  2. Choose a Hosting Medium
    • Select a host from the dropdown menu
    • You can select a custom upload path but minimally you need to enter the forward slash symbol (/)
    • For visibility in the CodeREADr Scans dashboard, enable Public Link by selecting “Yes.”
IOS photo capture assets

Notes on Photo Capturing

  • Non-Barcode Initiated Records:
    • Records can be created without scanning barcodes. Use the Manual entry, or the Lookup option to find the desired ID or object quickly.
  • Uploading Edited Photos:
    • Take photos with the app in the background, edit them, and save them to the gallery. Select the edited photo during scanning for inclusion in the scan record.
  • Connectivity Requirements:
    • Online Services: Photos cannot be captured offline. Scanning continues, but photo uploads must wait for restored connectivity.
    • Offline Services: Photos are stored locally with a temporary ID. Once connected, tap Upload Scans to sync.

Integration with FTP

  1. Setup Instructions:
    • Request FTP account details from your IT department.
    • Add or edit FTP accounts via the External Accounts section on your Account page.
  2. Barcode Value Inclusion:
    • Follow instructions in the Include Barcode Value section.

Note: Ensure any new FTP setup aligns with your organization’s security protocols.

Integration with Dropbox

Select dropbox account
  1. Account Linking:
    • Use your existing Dropbox account (Free or Paid).
    • Link a new account if needed by signing in through CodeREADr.
  2. Upload Path Configuration:
    • Enter / to upload photos to the /Apps/CodeREADr folder.
    • Create sub-folders (e.g., /employee_photos/) and use exact matching paths.
  3. File Naming:
    • Avoid spaces; use underscores (e.g., /client_photos/).
    • For advanced use, add prefixes like client_name_ or service_name_ for sorting.
  4. Optimize Image Sizes:
    • Test different pixel sizes to balance file size and sync speed.
    • Default settings:
      • Image Size: 960 pixels
      • Compression: 65%
  5. Shared Links:
    • Enable Collect Link to create clickable links for photos in scan records.
    • Disable for private uploads.
Entering the upload path

Advanced Features for Photo Collection & Signature Capture

URL Structure

Include Barcode Value

  • Add __SCAN_VALUE__ in the prefix/suffix field or disable auto-generated filenames and input __SCAN_VALUE__.

Auto-Add Photos to Validation Databases

  • Link captured photos to barcodes for future verification.
  • Use the Webify feature to include external images in your database.

Photo Management in Dropbox

  • Photos appear as shareable links in scan records.
  • Admins can review photos via the Scans page or exported files.

Best Practices for Photo Collection and Signature Capture

  • Secure Photos: For sensitive data, ensure limited permissions and secure links.
  • Testing: Always test paths, file sizes, and compression settings for optimal performance.
  • Support: Contact support@codereadr.com for advanced configurations or security needs.

This guide ensures you’re equipped to collect, upload, and manage photos seamlessly with CodeREADr while keeping your workflow efficient and secure.

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