Business Tips and Tricks: Scan and Save Documents on iPhone General 16 Aug Step 1: Open the iPhone Notes app. It comes standard, and installed on every iPhone. STEP 2: Tap on the box with a pencil icon to create a new note. STEP 3: Tap on the circle with a plus sign on it. STEP 4: Tap on “Scan Documents.” STEP 5: a yellow box around the document will form. Press the capture button (white circle) when you are satisfied with the area to be captured. STEP 6: Edit the scanned document with the tools, or delete the photo. Tap “done” when complete. STEP 7: Save the document to your iCloud Drive, iphone documents folder, or any of the other choices shown. This is what it will look like if you choose “save to files.” Choose the file to save on your iCloud Drive, or on your iPhone. Tip: Open the file on your photo app, and easily sign a document on the go.