By the end of this lesson you will be able to
- Scan a page using sensible settings for resolution, colour and file type.
- Explain the link between resolution, image quality and file size.
- Describe what optical character recognition does and check whether a PDF has searchable text.
- Share a scanned document with only the people and pages that need it.
- Explain why drawing a black box over text does not always remove it.
Offices, banks, schools and government services often ask for a copy of a document: a certificate, a letter, a form with a signature. A scanner or a phone camera turns the paper into a file you can send. A poor scan can be unreadable or enormous, and a careless one can expose details you meant to hide. This lesson shows how to make a clear scan, how a computer can read the words in it, and how to share the result safely. Use only practice pages in the exercises, never a real identity document.
What a scanner does
A scanner is like a very careful camera. A bright light moves across the page and a sensor records tiny dots of colour. The result is an image, a grid of dots called pixels, not a document with letters. This matters: a scanned page is a picture of text. You cannot select a word in it, search for one, or copy it into an email until a program reads the picture, which is called OCR (see below).
A flatbed scanner has a glass plate where you place one page face down. A sheet-fed scanner or the feeder on a multi-function printer takes a pile of pages. Many printers include a scanner. A phone camera also works well if you hold it straight above the page in good light, and many phones have a scan mode in their camera, notes or files app that straightens and crops the page.
Settings that matter
- {{scan-resolution|Resolution}}, measured in dots per inch (dpi). More dots mean more detail and a bigger file. 150 dpi is enough to read on screen. 300 dpi is the usual choice for text and for OCR. 600 dpi is for small print, photographs you may enlarge or documents you want to keep as a record.
- Colour mode. Colour records everything. Greyscale uses shades of grey and is smaller. Black and white uses only two tones, is smallest and suits plain text, but it can make photographs and stamps look harsh.
- File type. A PDF is best for documents, and can hold many pages in one file. JPEG suits photographs. PNG suits sharp graphics and screenshots. A JPEG compresses with some loss of quality, so avoid saving text pages as low-quality JPEGs.
- Page size and area. Select the correct size, usually A4, so the scan is not cut off or full of empty margin.
Read this figure as text
A bar chart comparing approximate file sizes of one scanned A4 page at different settings.
A bar chart on a logarithmic scale showing approximate file sizes of one A4 text page. 150 dpi black and white: about 0.05 megabytes. 150 dpi greyscale: about 0.3 megabytes. 300 dpi greyscale: about 1 megabyte. 300 dpi colour: about 2 megabytes. 600 dpi colour: about 8 megabytes. A note says that sizes vary by scanner, file type and page content, and that 300 dpi greyscale is a good starting point for text.
Scan a page
You can follow the same steps with a phone scanning app if you have no scanner. Use a practice page, not a real document.
Document Scanner (Simple Scan) on Ubuntu 24.04
Step 1: Check the scanner
Connect the scanner or multi-function printer by USB, or make sure it is on the same Wi-Fi. Open Activities, type Document Scanner and open it. If it is not installed, install Document Scanner from App Center.
You should see: The program opens and shows the name of your scanner in the toolbar or at the first scan. If it shows none, see Troubleshooting.
Step 2: Set the options
Open the main menu (three lines) and choose Preferences. Set the Scan Side and Scan Source if your device has a feeder. For text pages choose the Text type, a resolution around 300 dpi, and your paper size.
You should see: The settings close without an error message.
Step 3: Place the page
Lift the lid and put the practice page face down on the glass, aligned with the corner mark. Close the lid gently.
You should see: The page lies flat against the glass.
Step 4: Scan
Click Scan.
You should see: After a few seconds a picture of the page appears in the window.
Step 5: Save as PDF
Click Save (the floppy disk icon or Save As), name it practice-scan, choose PDF as the file type and choose your practice folder.
You should see: A file called practice-scan.pdf appears in your practice folder.
Windows Scan app on Windows 11
Step 1: Check the scanner
Connect the scanner or multi-function printer, or make sure it is on the same Wi-Fi. Open Start, type Windows Scan and open it. If it is not installed, find Windows Scan in the Microsoft Store.
You should see: The app opens and shows your scanner in the Scanner list.
Step 2: Set the options
Choose the Source (Flatbed or Feeder). Select Show more. Set File type to PDF, Color mode to Grayscale for text, and Resolution (DPI) to 300. Choose where to save.
You should see: The settings appear in the window.
Step 3: Place the page
Lift the lid and put the practice page face down on the glass, aligned with the corner mark. Close the lid gently.
You should see: The page lies flat against the glass.
Step 4: Preview and scan
Click Preview, check the page is straight and complete, and then click Scan.
You should see: A message says the scan is complete and offers a View button.
Step 5: Find the file
Click View, or open File Explorer and go to the folder you chose.
You should see: A PDF of your page is saved there.
OCR: turning a picture of words into real text
OCR (optical character recognition) is software that looks at the picture of a page, recognises the shapes of letters and adds the text back. The result is often a searchable PDF: it looks like the scan, but an invisible layer of real text sits behind it. With that layer you can search for a word, select and copy text and have a screen reader read it aloud. OCR is not perfect. It can mistake letters that look alike, such as the digit 0 and the letter O, and it struggles with handwriting, crooked pages and faint print. Always check names and numbers it produces.
Some scanning programs and phone apps include OCR, and some free tools add it to existing files. If you are unsure whether your scan has it, test it. Open the PDF, press Ctrl+F, and search for a word you can see on the page. If it finds the word, the file has searchable text. If it says nothing was found, the file is only a picture.
- Step 1: Paper pageThe original
- Step 2: ScanCreates an image
- Step 3: OCRAdds a text layer
- Step 4: CheckCtrl+F and read names
Read this figure as text
A flow of paper being scanned into an image, then OCR, then a searchable PDF, with a check of the result.
A flow of four steps. Step 1, Paper page, the printed original. Step 2, Scan, which creates an image of the page with no real text. Step 3, OCR, which recognises letters and adds a hidden text layer. Step 4, Check, where you search for a word with Ctrl+F and read names and numbers to catch mistakes. The result is a searchable PDF.
Sharing scanned documents safely
A scanned document often holds sensitive details: an address, an identity number, a signature. Once it is sent, you cannot take it back. Follow a few habits.
- Send only what is needed. If an office asks for one page, do not send the whole file. Scan or export only that page.
- Check who is asking. Scammers pretend to be banks, landlords and employers and ask for scans of identity documents. Contact the organisation through a phone number or website you already know before you send anything.
- Prefer a link with limits to a big attachment. A cloud storage link can be set to expire or to work only for named people. Remove the link when the job is done.
- Name the file clearly and without private details. Use
amina-certificate-2026.pdf, not a name that includes an identity number. - Delete extra copies. Scans sitting in Downloads, in your email Sent folder and on a shared computer are easy to forget. Delete those you do not need, and empty the trash or recycle bin.
- Add a purpose note when you can. Writing across a copy of an ID, in a visible line such as For rental application, 12 March, helps stop it being reused. Keep the note clear of the details that must remain readable.
- Text is still in the file
- Can be copied or revealed
- Looks hidden, is not
Not safe
- Text is deleted or flattened
- Search finds nothing
- Check before sending
Safe once tested
Read this figure as text
A comparison of a black box drawn over text, which can be removed, and true redaction, which deletes the text.
Two columns. Left, titled Box drawn on top: a black rectangle sits above the text but the text is still in the file; anyone can select, copy or move the box and read the text; this looks safe but is not. Right, titled True redaction: the text is deleted when you apply redaction or when the page is flattened into a picture and scanned again; searching for the word finds nothing; this is safe once you have checked it.
Common mistakes
✖ Instead of: Scanning every page at the highest resolution in colour.
✔ Do this: Use about 300 dpi, greyscale for text. Use higher settings only when you need them.
✖ Instead of: Assuming a scanned PDF is searchable.
✔ Do this: Test with Ctrl+F. If nothing is found, run OCR.
✖ Instead of: Covering private text with a digital black box and sending the file.
✔ Do this: Use true redaction, or print, cover and rescan, then check the result by searching.
✖ Instead of: Emailing a full set of identity documents because someone asked.
✔ Do this: Verify the request independently, send only the pages required and use a secure link where possible.
If something goes wrong
- The scanning program does not find my scanner.
- Check that the scanner is on, connected by USB or on the same Wi-Fi as the computer, and try turning it off and on. Some printers need to be set up first under Settings, Printers (Ubuntu) or Settings, Bluetooth and devices, Printers and scanners (Windows). The model may also need a driver from the maker's support website.
- My scan is crooked or has dark edges.
- Align the page to the corner mark on the glass, close the lid gently and use the preview to crop. A feeder can skew thin or curled paper; use the glass for those.
- The text in my scan looks blurry or the OCR makes many mistakes.
- Rescan at 300 dpi, make sure the page is flat, and avoid shadows. Handwriting and faint print will always give poorer results, so check the output.
- The scan file is too large to email.
- Rescan at a lower resolution in greyscale, combine only the pages you need, or send a cloud storage link.
Key terms
- OCR (optical character recognition)
- Software that reads the letters in a picture of a page and turns them into text you can edit and search.
- Scan resolution
- How much detail a scanner captures, usually counted in dots per inch.
- Redaction
- Permanently removing private details, such as names or numbers, from a document before sharing it.
- Metadata
- Hidden details stored inside a file about the file itself, such as who made it and when.
- A file type that keeps a document looking the same on every device.
Practise it for real
Reading is not the same as being able to do it. Complete these on your own computer, then tick only what you have actually done. These ticks are your own honest record: nothing checks them for you.
Scan a practice page and test it
Print or write a practice page that contains the sentence 'Amina Wanjiru, practice invoice 001' (invented details). Scan it at 300 dpi in greyscale and save it as practice-scan.pdf in your practice folder. Look at the file size in your file manager. Scan the same page again at 600 dpi in colour and compare sizes. Open the PDF and press Ctrl+F to search for Amina to find out whether the file has searchable text. If you have no scanner, use a phone's scan feature and transfer the file.
Challenge: test a redaction
Make a practice document containing a fictional account number such as 000-111-222. Hide the number first by drawing a black box on top in your editor, export it as a PDF and test with Ctrl+F and by selecting the area. Then redact it properly by printing and re-scanning, or by using a tool that removes the text, and test again.
Knowledge check
6 questions. You need 80% to pass. Mistakes here are part of learning, and you can retry as often as you like.
Summary
- A scan is a picture of a page. Resolution and colour set quality and file size.
- About 300 dpi in greyscale is a good starting point for text pages.
- OCR adds a text layer so you can search and copy. Test with Ctrl+F and check names and numbers.
- Send only the pages needed, verify who is asking and prefer a link with limits.
- A black box on top of text is not redaction. Test the final file.
Checklist: can you do these?
Marking a lesson as read does not prove you can do it. Skills count as demonstrated when you pass the quiz (not yet) and complete the practical tasks (not yet).
Related lessons
References and further reading
Official sources for details that can change between versions.
- Ubuntu Desktop Guide (Ubuntu Documentation)
- Windows help and learning (Microsoft)