Scan Guest Default with SignNow
What scan guest default means in practice
Why configure scan guest default
Setting a scan guest default produces consistent capture behavior for in-person signings, reduces signer confusion at kiosks or front desks, and helps ensure required documentation is attached automatically to transactions for compliance and records management.
Common operational challenges solved
- Inconsistent capture quality across devices leads to unreadable attachments and extra processing time.
- Manual upload steps lengthen in-person signings and increase front-desk workload and errors.
- Missing attachments complicate audit trails and create compliance gaps for regulated records.
- Varying device settings cause orientation, crop, or OCR mismatch that blocks automated workflows.
User roles for scan guest default
IT Administrator
IT Administrators configure the scan guest default at the account or group level, test device compatibility, and set capture parameters such as camera resolution and OCR options. They also manage access controls and ensure the setting aligns with organizational security policies and retention rules.
Front Desk Clerk
Front Desk Clerks interact with the feature daily, guiding guests through the scanning flow and verifying that attachments are captured correctly. They rely on defaults to minimize training and reduce repeated manual steps during busy in-person signing periods.
Typical teams that rely on scan guest default
Organizations that manage frequent in-person signings use this setting to simplify capture and maintain consistent transactional records.
- Reception and front-desk staff handling daily signings and ID capture.
- Field teams using tablets for in-person contract execution and verification.
- Compliance and records teams ensuring attachments meet retention and audit requirements.
After deployment, teams report fewer manual steps and clearer audit artifacts when the default behavior is defined and enforced across devices.
Choose a better solution
Core capabilities related to scan guest default
Auto Capture
Automatically invokes the device camera for guest signings, streamlining the flow so users do not need to manually upload images. This reduces steps and standardizes how documents are collected during in-person sessions.
OCR Processing
Applies optical character recognition to captured images to extract text for indexing, searches, and verification. Administrators can toggle OCR to suit privacy and accuracy requirements for different document types.
Attachment Rules
Defines which captures are attached to the envelope and whether scans are stored as separate evidence files or merged with the signed document. This helps maintain consistent records for audits.
Image Enhancement
Applies automatic cropping, de-skewing, and contrast adjustments to improve readability and reduce manual editing before documents are used in workflows or retained for compliance.
How scan guest default operates during signing
-
Trigger: Camera opens automatically or on demand.
-
Capture: Single or multi-page image collection.
-
Processing: Optional OCR and image cleanup applied.
-
Attachment: Files attached to the signer’s envelope.
Quick setup steps for scan guest default
-
01Access Settings: Open account-level signing settings.
-
02Enable Capture: Turn on automatic guest scanning.
-
03Configure Options: Set OCR, resolution, and attachments.
-
04Test Devices: Verify behavior on intended hardware.
Audit trail and evidence capture steps
Enable Audit Log:
Store Metadata:
Preserve Originals:
Link to Envelope:
Export Options:
Review Trails:
Why choose airSlate SignNow
-
Free 7-day trial. Choose the plan you need and try it risk-free.
-
Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
-
Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Recommended workflow settings for scan guest default
| Setting Name | Configuration |
|---|---|
| Scan Mode Default | Auto camera |
| OCR Enabled | Optional |
| Attachment Storage | Envelope evidence |
| Image Quality | Medium-high |
| Retention Policy | 90 days or custom |
Supported devices and compatibility notes
The scan guest default feature works on modern iOS and Android devices and desktop browsers that support camera access through WebRTC.
- Mobile support: iOS 13+ and Android 9+
- Browser compatibility: Chrome, Edge, Safari
- Hardware needs: Rear camera and autofocus
For kiosk or tablet deployments, test the complete signing and capture flow on the target hardware and network conditions; captive portals, restricted camera permissions, or older browsers can prevent automatic capture from functioning correctly.
Industry scenarios using scan guest default
Healthcare clinic check-in
At patient intake, staff enable automatic document capture to register insurance cards and IDs quickly
- automatic ID and insurance card capture
- reduces intake time and minimizes misfiled documents
Resulting in more accurate patient records and easier HIPAA-compliant audits.
Real estate in-person closings
Closing agents use a kiosk with a defined scan guest default to collect signed documents and government IDs
- single-capture session stores all pages as attachments
- speeds settlement and ensures complete transaction bundles
Leading to clearer audit trails and reduced post-closing corrections.
Operational best practices for reliable scanning
FAQs and troubleshooting for scan guest default
- Why is the camera not opening automatically?
Confirm the device browser or app has camera permission enabled and that the browser supports camera access. For kiosks, ensure the device is not in a restricted mode or behind a captive portal; test using the same browser on a non-managed device to isolate configuration issues.
- Scanned images are blurry or unreadable
Adjust device focus and lighting, increase image quality in the scan guest default settings, and enable image enhancement. If problems persist, standardize on a different device model with better camera hardware for consistent results.
- OCR results contain incorrect text
Limit OCR to documents with clear text, ensure correct language settings, and enable higher image quality. For critical extractions, validate OCR output against source documents and consider manual review steps for accuracy.
- Attachments are not appearing in the envelope
Verify attachment rules in workflow settings to ensure captured scans are configured to attach to the envelope evidence. Also check role permissions and that the scanning session completed before the envelope was finalized.
- How to meet HIPAA or FERPA requirements
Use account-level access controls, enable encryption, and restrict OCR or export functions where necessary. Maintain retention and audit logs to demonstrate compliance and consult legal counsel for policy alignment with HIPAA or FERPA obligations.
- Can I roll back scan guest default changes?
Yes. Update the account or group setting to a prior configuration and re-test on representative devices. For wide deployments, stage changes in a pilot group before account-wide updates to avoid disruptions.
Feature comparison for in-person scanning capabilities
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| In-person signing support | |||
| Automatic camera capture | Limited | ||
| Kiosk mode available | |||
| Mobile OCR integration | Optional | Third-party | Optional |
Get legally-binding signatures now!
Risks of misconfigured scanning defaults
Pricing and plan characteristics for guest scanning
| Plan or Feature | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Free trial availability | Yes, short trial | Yes, trial | Yes, trial | Yes, trial | Yes, trial |
| Starting monthly cost | Starting at $8/user/month | Standard tier higher | Individual plans from mid-range | Mid-range pricing | Mid-range pricing |
| Per-user licensing model | Per-user or business | Per-user typical | Per-user typical | Per-user typical | Per-user typical |
| Enterprise options | Custom enterprise packages | Extensive enterprise plans | Enterprise licensing available | Enterprise plans available | Enterprise offerings |
| Support level | Email and priority support options | Tiered support SLA | Business-level support | Standard and paid support | Priority support available |
Simplify complex workflows
Create, execute, and manage workflows of any complexity, electronically from virtually anywhere. Scalable eSignature capabilities allow you to share documents with the right people in the correct order and define roles for each recipient. Execute document workflows faster and easier than ever before.
Automate document management
Optimize complex signing processes with airSlate SignNow’s powerful features to enhance your business. Control your automated eSignature workflows to ensure they're running at peak performance with instant notifications and reminders.
Optimize in team collaboration
Bring teams together in a secure, shared environment. Manage documents, use form templates and notifications to create more efficient cross-organization collaboration. Free your employees from having to spend time on repetitive activities so that they can focus on valuable, business-critical tasks.
Integrate into your existing systems
Run your projects with industry-leading integration. Collect Salesforce, Microsoft Teams, and SharePoint all in one business flow. Connect your software to a single system for endless possibilities and more productiveness.
Stay compliant with best-in-class data protection
Feel confident with the knowledge that your data is protected by the most up-to-date in encryption security. airSlate SignNow is GDPR and eIDAS certified and offers you transparence into your eSigning experience with court-admissible audit trails. Configure user access permissions and roles to manage who has access to what.



