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Upload and scan a document in Canvas

Start a Canvas review from a supported file or pasted text without exposing private material to support.

Updated 29 May 20265 min readAuthor: Redactorr Support Team · [email protected]Last reviewed: May 2026

Outcome

Your document is loaded into Canvas, scanning has finished, and you know whether to continue review or switch to a format-specific article.

Your progress

Mark each step as you complete it. This is saved only in this browser.

0 / 3 steps complete

Before you start

Use a file type listed in Supported Formats, or begin with a safe sample.
Keep the original file local and under your control.
Use the scanned/photo/handwriting article if the document is image-based.

Visual frame

Review asset

Canvas upload and scan storyboard

Synthetic frame only. It demonstrates the support journey without using a real document, real file name, or raw user value.

DataFake invoice
BoundaryBrowser-local scan
SupportFile type only

Synthetic frame

Canvas

Upload, paste, or start with a safe sample.

Filesample-invoice-demo.pdf
TypeText-based PDF
ContentsSynthetic customer and invoice values
Original file stays local while the workflow starts.

Upload and scan a document in Canvas workflow frame

Instructional frame for this workflow. Use product screenshots or animation captures after the article copy is stable.

StartChoose the input path
ReviewWait for scanning to finish
FinishMove into review

Guided steps

Follow the task, then check the result.

Choose the input path

Open Canvas and choose paste, upload, or a safe sample. If you are learning the workflow, start with synthetic text instead of production material.

Canvas input area with upload and paste entry points.
Success check: Canvas shows the content or file name you intended to review.

Wait for scanning to finish

Let Canvas finish the scan before making review decisions. If progress stalls, note the step and file type category instead of sending the file to support.

Scanning state followed by review state.
Success check: Canvas moves from scanning into a reviewable state.

Move into review

Open the detected items list and confirm that the page, text, or file content you expected is available for review.

Review state with detected items and document preview.
Success check: You can open the review list or route to a troubleshooting article.

Branch questions

Completion check

The content is visible in Canvas.
Scanning has completed or you know the specific scan step that failed.
You have not shared raw document contents with support.

Support boundary

Support can use by default

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Intent ID
  • Article slug
  • App route

Requires your consent

  • User-written description
  • Email address
  • Explicit attachment
  • Redacted sample
  • Support bundle previewed to the user

Not collected by default

  • Raw original document text
  • Full local file paths
  • Pasted private content
  • Unmasked screenshots
  • Replay capture

Safe support summary

Copy a scrubbed handoff.

Redactorr KB support summary

Article: /knowledge-base/canvas-upload-scan
Selected issue: A supported file type never reaches the review state.
Playbook progress: 0/3 steps marked complete

Safe context to include:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Intent ID
- Article slug
- App route

Requires explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture

User note:
- Describe the step and symptom without pasting raw document text, secrets, files, or restoration material.

Article details

Upload and scan a document in Canvas

Start a Canvas review from a supported file or pasted text without exposing private material to support.

Outcome

Your document is loaded into Canvas, scanning has finished, and you know whether to continue review or switch to a format-specific article.

Before You Start

  • Use a file type listed in Supported Formats, or begin with a safe sample.
  • Keep the original file local and under your control.
  • Use the scanned/photo/handwriting article if the document is image-based.

1. Choose the input path

Open Canvas and choose paste, upload, or a safe sample. If you are learning the workflow, start with synthetic text instead of production material.

Check before you continue: Canvas shows the content or file name you intended to review.

2. Wait for scanning to finish

Let Canvas finish the scan before making review decisions. If progress stalls, note the step and file type category instead of sending the file to support.

Check before you continue: Canvas moves from scanning into a reviewable state.

3. Move into review

Open the detected items list and confirm that the page, text, or file content you expected is available for review.

Check before you continue: You can open the review list or route to a troubleshooting article.

Completion Check

  • The content is visible in Canvas.
  • Scanning has completed or you know the specific scan step that failed.
  • You have not shared raw document contents with support.

Safe Examples

  • A sample invoice with fake names, fake emails, and fake account numbers.
  • A generated support note that uses example.test email addresses.

If You Need Support

Contact support when:

  • A supported file type never reaches the review state.
  • Canvas reports an error that is not covered by the format article.

Include only support-safe context:

  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.

Still stuck?

Copy a safe article handoff.

Start support with the article, the issue, and safe context. Raw document text, files, restoration material, and unredacted screenshots stay out unless you explicitly choose otherwise.

Support can start here
  • Article slug
  • Selected issue
  • Screen name
  • Action name
Redactorr support case

Source: Article playbook: canvas-upload-scan
Route: /knowledge-base/canvas-upload-scan
Selected issue: A supported file type never reaches the review state.

Safe context:
- Article slug and selected workflow step.
- Screen or action name, such as Canvas review, Vault resume, or Share package.
- Browser, viewport, file type category, and error category when relevant.
- Synthetic sample shape or redacted sample only after review.
- Article slug
- Selected issue
- Screen name or article section
- Action name

Only include with explicit consent:
- User-written description
- Email address
- Explicit attachment
- Redacted sample
- Support bundle previewed to the user

Do not include by default:
- Raw original document text
- Full local file paths
- Pasted private content
- Unmasked screenshots
- Replay capture
- Hidden diagnostic uploads

User note:
- Describe what you tried and what happened. Do not paste raw document text, secrets, files, restoration material, or unredacted screenshots.

Support case builder

One case format, wherever you start.

This is the same support case shape used by diagnostics and article handoffs.

Safe to include
  • Article slug and selected workflow step.
  • Screen or action name, such as Canvas review, Vault resume, or Share package.
  • Browser, viewport, file type category, and error category when relevant.
  • Synthetic sample shape or redacted sample only after review.
  • Article slug
  • Selected issue
Consent boundary

Private material belongs behind an explicit consent step, not in the initial case.

6 default exclusions

Before you copy0/4 ready
Open safe support guide