Fujitsu P2WW-2621-04ENZ0, 2621, 04ENZ0 User Manual

P2WW-2621-04ENZ0

ScanSnap Organizer

User’s Guide

Introduction

Thank you for purchasing ScanSnap Organizer.

This User's Guide provides an overview, and describes the screens and functions of

ScanSnap Organizer.

Be sure to read this guide before using the ScanSnap Organizer to ensure correct use.

To display or print this manual, either Adobe® Acrobat® (7.0 or later) or Adobe® Reader®

(7.0 or later) is required.

Trademarks

Microsoft, Windows, Windows Vista, Excel, PowerPoint, and SharePoint are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Word is the product of Microsoft Corporation in the United States. Adobe, the Adobe logo, Acrobat, and Adobe Reader are either registered trademarks or

trade names of Adobe Systems Incorporated in the United States and/or other countries. Intel, Pentium, and Intel Core are registered trademarks or trademarks of Intel Corporation in

the United Sates and other countries. ABBYY™ FineReader™ Engine ©2011 ABBYY. OCR by ABBYY ABBYY and FineReader are trademarks of ABBYY. Evernote is a registered trademark or trademark of Evernote Corporation. Google and Google Docs are registered trademarks or trademarks of Google Inc. Salesforce, the Salesforce logo, and Salesforce CRM are registered trademarks or

trademarks of salesforce.com, inc. in the United States and other countries. ScanSnap, the ScanSnap logo, and Rack2-Filer are registered trademarks or trademarks of

PFU LIMITED in Japan. Other company names and product names are the registered trademarks or trademarks of

the respective companies.

Manufacturer

PFU LIMITED

International Sales Dept., Imaging Business Division, Products Group Solid Square East Tower 580 Horikawa-cho, Saiwai-ku, Kawasaki-shi, Kanagawa 212-8563, Japan Phone: (81-44) 540-4538

Introduction

Use in High-Safety Applications

This product has been designed and manufactured on the assumption that it will be used in office, personal, domestic, regular industrial, and general-purpose applications.

It has not been designed and manufactured for use in applications (simply called "highsafety applications" from here on) that directly involve danger to life and health when a high degree of safety is required, for example, in the control of nuclear reactions at nuclear power facilities, automatic flight control of aircraft, air traffic control, operation control in masstransport systems, medical equipment for sustaining life, and missile firing control in weapons systems, and when provisionally the safety in question is not ensured.

The user should use this product with adopting measures for ensuring safety in such highsafety applications. PFU LIMITED assumes no liability whatsoever for damages arising from use of this product by the user in high-safety applications, and for any claims or compensation for damages by the user or a third party.

Manuals

When using ScanSnap Organizer, read the following manuals as required.

Manual Description Reference Method

ScanSnap Operator's Guide

ScanSnap Organizer User's Guide (This Manual)

ScanSnap Organizer Help

Read this manual for information about basic operations of ScanSnap, software installation, scanning methods, various settings, and handling of the ScanSnap.

Read this manual for details about ScanSnap Organizer features, screens, operating environment and functions.

Use ScanSnap Organizer Help when questions or problems regarding operations (for example, when setting items) arise. This provides explanations for operations, screens and messages.

Select the [Start] menu→[All Programs]→[ScanSnap Manager]→[ScanSnap Operator's Guide].

Select the [Start] menu→[All Programs]→[ScanSnap Organizer]→[Manual].

For details about how to start up help, refer to "Appendix A

Starting Up ScanSnap Organizer Help" (page 43).

■ About This Manual

Structure of This Manual

This manual consists of the following:

Chapter 1 ScanSnap Organizer Overview

This chapter provides an introduction and overview of the ScanSnap

Organizer features and system requirements, and describes how to start up

and exit ScanSnap Organizer.

Chapter 2 ScanSnap Organizer Windows

This chapter provides a basic explanation of windows and items of ScanSnap

Organizer.

Chapter 3 Function List

This chapter explains various functions of ScanSnap Organizer.

Appendix A Starting Up ScanSnap Organizer Help

This appendix explains how to start up ScanSnap Organizer Help.

Introduction

Appendix B Installing and Uninstalling Organizer

This appendix indicates the references on how to install and uninstall

Organizer.

It is recommended to read the chapters in order before using ScanSnap Organizer. For explanations of the operations, screens, and messages for ScanSnap Organizer, refer to

ScanSnap Organizer Help.

Symbols Used in This Manual

This manual uses the following symbols with explanations.

Symbol Description

This symbol alerts operators to particularly important information. Be sure to read this information.

Arrow Symbols in This Manual

Right-arrow symbols (→) are used to connect icons or menu options you should select in succession.

Example: Select the [Start] menu → [Computer].

Introduction

Screen Examples in This Manual

Screenshots in this manual are used according to guidelines provided by Microsoft Corporation.

The screen examples in this manual are subject to change without notice in the interest of product improvement.

This manual uses Windows Vista screen examples. Depending on the operating system, the actual screen may differ from the screen examples

shown in this manual. In this case, operate by following the actual screen displayed.

Abbreviations Used in This Manual

The following abbreviations are used in this manual.

Windows 7 :

Windows Vista :

Windows XP :

Windows 2000 :

Windows : Windows 7, Windows Vista, Windows XP, and Windows 2000

Word :

Windows

Windows® 7 Home Premium operating system, English version

Windows® 7 Professional operating system, English version

Windows® 7 Enterprise operating system, English version

Windows® 7 Ultimate operating system, English version

Windows Vista® Home Basic operating system, English version

Windows Vista® Home Premium operating system, English version

Windows Vista® Business operating system, English version

Windows Vista® Enterprise operating system, English version

Windows Vista® Ultimate operating system, English version

Windows® XP Professional operating system, English version

Windows® XP Home Edition operating system, English version

Windows® 2000 Professional operating system, English version

Microsoft

Microsoft® Office Word 2003

Microsoft

7 Starter operating system, English version

Word 2010

Office Word 2007

Office Word 2002

Excel :

PowerPoint :

SharePoint Server 2010

Microsoft

Microsoft® Office Excel 2003

Microsoft® Office Excel 2002

Microsoft

Microsoft® Office PowerPoint® 2007

Microsoft® Office PowerPoint® 2003

Microsoft® Office PowerPoint® 2002

Microsoft® SharePoint® Server 2010, English version

Excel® 2010

Office Excel 2007

PowerPoint® 2010

Introduction

SharePoint Server 2007

SharePoint Portal Server 2003

SharePoint Foundation 2010

SharePoint Services 2.0/3.0

SharePoint : SharePoint Server 2010, SharePoint Server 2007, SharePoint Portal Server

Office Live :

.NET Framework :

Adobe Reader :

Adobe Acrobat :

Adobe PDF IFilter :

ABBYY FineReader for ScanSnap

Microsoft

Microsoft® SharePoint® Portal Server 2003, English version

Microsoft

2003, SharePoint Foundation 2010, and SharePoint Services 2.0/3.0

Microsoft

Microsoft® .NET Framework

Adobe

: ABBYY FineReader for ScanSnap™

All the descriptions in this manual assume the usage of ABBYY FineReader for ScanSnap bundled with the ScanSnap. Unless otherwise specified, the term ABBYY FineReader for ScanSnap refers to the ABBYY FineReader for ScanSnap bundled with the ScanSnap. Note that ABBYY FineReader for ScanSnap may be upgraded without notice. If the descriptions differ from the actual displayed screens, refer to ABBYY FineReader for ScanSnap Help.

Office SharePoint® Server 2007, English version

SharePoint® Foundation 2010, English version

Windows® SharePoint® Services 2.0/3.0, English version

Office Live

Reader

Acrobat

PDF IFilter

Google Docs : Google Docs™

ScanSnap : Color Image Scanner ScanSnap (*)

*: ScanSnap N1800 is not supported.

For Windows XP/Windows 2000 Users

This manual is based on the assumption that Windows 7 or Windows Vista is used as the operating system.

If you are using Windows XP or Windows 2000, ScanSnap Organizer screen display varies as indicated below. Please be aware of this when referring to this manual.

Windows 7/Windows Vista

(screen display in this manual)

[ScanSnap] folder [My ScanSnap] folder

Windows XP/Windows 2000

Introduction ................................................................................... 2

■ About This Manual ....................................................................... 4

Chapter 1 ScanSnap Organizer Overview .............................. 9

1.1 Outline ........................................................................................ 10

1.2 Features ..................................................................................... 11

1.3 System Requirements .............................................................. 12

1.4 Starting Up and Exiting ScanSnap Organizer ........................ 14

■ Starting Up ScanSnap Organizer......................................................... 14

■ Exiting ScanSnap Organizer ................................................................ 15

Chapter 2 ScanSnap Organizer Windows ............................ 16

2.1 Main Window ............................................................................. 17

■ File List Pane Style (Display Format)................................................... 19

■ Ribbon.................................................................................................. 23

2.2 Viewer Window .......................................................................... 27

■ Viewer Window View Mode (Display Format) ...................................... 29

■ Ribbon.................................................................................................. 30

Chapter 3 Function List.......................................................... 34

3.1 Function List .............................................................................. 35

■ File/Folder/Cabinet Management......................................................... 35

■ Editing Files.......................................................................................... 35

■ Importing/Exporting Files ..................................................................... 36

■ Using Actions ....................................................................................... 36

■ Converting into Searchable PDF Files ................................................. 36

■ Setting a Keyword ................................................................................ 37

■ Distributing Files................................................................................... 37

■ Merging Pages ..................................................................................... 37

Contents

■ Searching Files .................................................................................... 38

■ Changing the Window Display ............................................................. 39

■ Using with the ScanSnap ..................................................................... 39

■ Using with ABBYY FineReader for ScanSnap ..................................... 39

■ Using with Rack2-Filer ......................................................................... 39

■ Using with Evernote ............................................................................. 40

■ Using with SugarSync .......................................................................... 40

■ Using with SharePoint.......................................................................... 40

■ Online Updates .................................................................................... 42

Appendix A Starting Up ScanSnap Organizer Help ................ 43

Appendix B Installing and Uninstalling Organizer.................. 44

■ Installing ............................................................................................... 44

■ Uninstalling........................................................................................... 44

Index............................................................................................. 45

Chapter 1

ScanSnap Organizer Overview

This chapter provides an introduction and overview of the ScanSnap Organizer features and

system requirements, and describes how to start up and exit ScanSnap Organizer.

1.1 Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

1.2 Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

1.3 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

1.4 Starting Up and Exiting ScanSnap Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . 14

1.1 Outline

Main Window

Viewer Window

Check in thumbnails

Scan file with the ScanSnap

and manage files according to purpose

Open file

ScanSnap Organizer is an application used for displaying and organizing image files (PDF or

JPEG files), which were scanned using the ScanSnap.

You can use this application to display image data (PDF or JPEG files) without opening them,

create folders and arrange files as you like.

Pages of a PDF file can also be flipped through in thumbnails to verify the scanned image

data.

1.1 Outline

1.2 Features

ScanSnap Organizer contains the following features:

z Pages can be flipped through in thumbnails. z Characters in PDF files scanned with the ScanSnap can be recognized (OCR

function), character strings marked by a highlight pen can be set as keywords, and the PDF files are converted into searchable files. Searchable PDF files can be searched quickly with a specified character string. Moreover, conversion to searchable PDF files can be executed while the computer (CPU) is idle, so that other operations will not be disturbed.

z In the ScanSnap Organizer Viewer, files can be shown and edited (pages can be

rotated, deleted, moved, inserted, deskewed, cropped, and merged, and keywords can be added to a file).

z Files can be sent by e-mail and printed. z A password to open a PDF file can be set as a security precaution. z Sections on a page that are marked with a highlight pen can be cut and pasted

elsewhere.

z Multiple files can be linked with any of the Actions at once.

1.2 Features

1.3 System Requirements

The system requirements for ScanSnap Organizer are as follows.

1.3 System Requirements

Operating system

(*1) (*2)

CPU (*3)

Memory (*3)

Hard disk space

Display resolution

*1 : It is recommended to use the operating system with the latest Service Pack applied. *2 : For details about supported operating systems, refer to "System Requirements" in the Opera-

tor's Guide of your ScanSnap model.

*3 : If the ScanSnap system requirements are higher than those described above, it is recom-

mended that ScanSnap Organizer be used under the ScanSnap system requirements or higher.

*4 : When the font size is large, some screens may not be displayed properly. In that case, use a

smaller font size.

Windows 7 Windows Vista, Windows XP, or

Windows 2000

Intel

Pentium® 4 Processor 1.8 GHz or higher

(Intel® Core™2 Duo Processor 2.2 GHz or higher recommended)

32-bit: 1 GB or more 64-bit: 2 GB or more

620 MB or more

800 × 600 pixels or higher (*4)

512 MB or more (1 GB or more recommended)

The following application is required for the use of the search function.

z For Adobe Acrobat searches

Windows 7 Windows Vista Windows XP Windows 2000

Adobe Acrobat 9.2 or later

Adobe Acrobat 8.1 or later

Adobe Acrobat 7.0 or later

Adobe Acrobat 7.0 or

8.0

z For Windows Desktop Searches

Windows 7 Windows Vista Windows XP Windows 2000

Application is not required. (*) Windows Desktop

Search 3.01 or later

*: Windows 7 and Windows Vista already contain a function equivalent to Windows Desktop

Search, therefore no extra application is required.

Search function cannot be used.

1.3 System Requirements

.NET Framework 3.0 is required for using the Microsoft Office SharePoint Server linkage

function, Scan to Google Docs, Scan to Salesforce Chatter, or Scan to Mobile.

The relationship between each operating system and .NET Framework is as follows:

Windows 7 Windows Vista Windows XP(*2) Windows 2000

.NET Framework 3.0 is already installed.(*1) .NET Framework 3.0

is not installed.(*1)

*1 : .NET Framework 3.0 is included in .NET Framework 3.5 (SP1 or later). It is recommended to

install the latest update in the operating system and use .NET Framework 3.5 (SP1 or later).

*2 : Even when .NET Framework 4 or later is already installed, .NET Framework 3.0 must also be

installed, because it is not included in .NET Framework 4 or later.

.NET Framework 3.0 cannot be installed.

1.4 Starting Up and Exiting ScanSnap Organizer

This section describes how to start up and exit ScanSnap Organizer.

■ Starting Up ScanSnap Organizer

Directly Start Up ScanSnap Organizer

Start up ScanSnap Organizer in one of the following ways:

z Double-click the [ScanSnap Organizer] icon ( ) on the desktop.

z Click [Start]

When ScanSnap Organizer starts, a message appears to ask whether to change the settings for searchable PDF file conversion. To change the current settings displayed in the message, click the [Yes] button. Otherwise, click the [No] button.

→[All Programs]→[ScanSnap Organizer]→[ScanSnap Organizer].

Start Up from ScanSnap Manager

Start up ScanSnap Organizer from ScanSnap Manager in one of the following ways:

zStart Up from ScanSnap Quick Menu

1. Perform a scan. DThe ScanSnap Quick Menu appears.

2. Select [Scan to ScanSnap Organizer]. DScanSnap Organizer starts up.

zStart Up from the ScanSnap Manager Setup Dialog Box

1. In the ScanSnap Manager setup dialog box, select the [Application] tab, and then select [ScanSnap Organizer] from the [Application] drop-down list.

2. Perform a scan. DScanSnap Organizer starts up.

For details on how to start up ScanSnap Organizer, refer to the Operator's Guide of your

scanner model.

1.4 Starting Up and Exiting ScanSnap Organizer

■ Exiting ScanSnap Organizer

ScanSnap Organizer can be exited in the following ways.

z On the Main Window, click , and then click the application menu [Exit] button.

z Click on the title bar on the Main Window.

For more details about the Main Window, refer to "2.1 Main Window" (page 17).

+ 32 hidden pages