Getting started
Start here: choose Personal or Work
Understand Personal, Work and authorised management views before you capture anything.
About 3 minutes
Step by step
Follow the safe route
- 1
Use Personal for family life, private documents, purchases, bills, warranties, appointments and everyday admin.
- 2
Use Work for evidence connected to an employer, manager, shift, job or workplace.
- 3
If you work for yourself, use Work for myself. It is still Capshur Work, but you control that work account.
- 4
Manager and Company screens are authorised views of Work. They do not open Personal records.
- 5
Before saving, check that you are in Personal or the intended Work connection. Use deliberate sharing later instead of silently changing who can see a record.
Helpful tips
- One account may have Personal plus several Work connections. Each Work connection keeps its own records.
- When uncertain, keep private information in Personal and share only the exact item you intend to share.
Important boundaries
- An employer must never gain access to Personal records merely because the same person also uses Capshur Work.
Questions people ask
What if I captured something in the wrong product or workplace?
Do not silently change who can see it. Use a controlled move or copy flow that records the change and preserves the original privacy history.
Can all features be used on phone, tablet and desktop?
Core capture, review, search and help are designed for all three. Camera capture is naturally phone-first, while company reporting and Gatehouse controls are usually easier on a larger screen.
Related guides
Continue without losing the thread
Capture and scanning
Capture a complete document on your phone
Choose automatic scan, manual photo or an existing file, then preserve the whole document.
Capture and scanning
Upload an existing receipt, image or PDF
Uploaded files follow the same secure storage, extraction and review path as camera captures.
Capture and scanning
Review information extracted from a scan
Compare the original with machine suggestions and confirm only what you can see.