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

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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).

Chapter 2

ScanSnap Organizer Windows

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

ScanSnap Organizer has two types of windows: "Main Window" for managing files, and

"Viewer Window" for displaying and editing files.

For details about these Windows, and dialog boxes for operations, refer to ScanSnap

Organizer Help.

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

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

2.1 Main Window

Application Button

Quick Access Toolbar

Basic Search Toolbar

Ribbon

Status Bar

File List Pane

Actions/Keywords List Pane

Folder List Pane

The Main Window is used for managing files. This window appears when you start up

ScanSnap Organizer.

The Main Window contains the following.

2.1 Main Window

z To improve display performance, ScanSnap Organizer creates cache data. The cache data is

created for a PDF file that can be viewed as a thumbnail, and placed in the hidden folder [.organizer], which is created in the folder in which the PDF file is stored. Cache data is created for the pages that are displayed in thumbnails. Do not delete this data; deleting the data may adversely affect the display performance.

z ScanSnap Organizer cannot create cache data for PDF files saved in unwritable media such

as CD-ROMs. To display image data faster, copy the files to the hard disk to create cache data, and then save the files and cache data altogether on media such as a CD-R.

z Images may not appear immediately, or no images may appear, until post-scanning pro-

cesses, such as password settings, are completed. If the images of files do not appear even after the post-scanning processes are complete,

click in the [Home] tab and select [Refresh] to update the File List Pane display.

z Application Button

Displays the Application Menu.

For details about Application Menu, refer to ScanSnap Organizer Help.

z Quick Access Toolbar

Frequently-used functions are added in the Quick Access Toolbar.

Functions and their locations in the Quick Access Toolbar can be changed.

z Ribbon

Ribbon has the following tabs. Each tab contains functions that can be performed in

the Main Window.

The contents of each tab appear by clicking the tab.

-[Home] tab

-[View] tab

- [Actions] tab For details about each tab, refer to "Ribbon" (page 23).

z Basic Search Toolbar

Contains items for searching files.

z Folder List Pane

Shows the ScanSnap folder configured in ScanSnap Organizer, and the icons of

Cabinets, Folders, and Shortcuts to folders directly under the ScanSnap folder.

For details about the Folder List Pane, refer to ScanSnap Organizer Help.

z Actions/Keywords List Pane

Show the lists of actions and keywords.

The display of the Actions/Keywords List Pane can be switched by clicking the tabs.

For details about the Actions/Keywords List Pane, refer to ScanSnap Organizer

Help.

2.1 Main Window

z File List Pane

Shows the files in the folder selected in the Folder List Pane.

Files can be viewed in the following display styles.

- Thumbnails

-List view For files other than PDF and JPEG files, the icons of applications associated with

those files are displayed.

For details about the File List Pane, refer to "File List Pane Style (Display Format)"

(page 19).

z Status Bar

Shows the following information. The information shown on the Status Bar can be

changed.

- Total number of files displayed in the File List Pane

- Arrangement order of files

- File details (creation date and size of selected file)

- Change display style button

- Show/hide popup thumbnail button

■ File List Pane Style (Display Format)

In the File List Pane, files are displayed according to a selected style.

For details about changing the style, refer to the ScanSnap Organizer Help.

The following types of styles are available.

Thumbnails

PDF and JPEG files are displayed in thumbnails. Other kinds of files are displayed with the

icons of applications associated with those files.

Thumbnails can be changed to the following sizes.

z Large

Files are shown as a 196 × 196 (pixels) image.

z Medium

Files are shown as a 128 × 128 (pixels) image.

z Small

Files are shown as a 96 × 96 (pixels) image.

2.1 Main Window

z Top

Shows the upper part of the image. The maximum width that can be displayed is 640

(pixels).

2.1 Main Window

Thumbnail

Text Mark

Lock Mark

Digital Signature Mark

[Page Forward/Backward] Buttons

File Name

Page Number Box

Keyword

zThumbnail View

The following view appears when the File List Pane is displayed in thumbnails (shrunk

images of file contents).

The Thumbnail View contains the following.

z Thumbnail

PDF and JPEG files are displayed in thumbnails. Other kinds of files are displayed

with the icons of applications associated with those files.

z Keyword

If the [Show Keywords] check box on the [View] tab is selected, the keyword set for

the file is displayed.

z [Page Forward/Backward] Buttons

Appears when the file has multiple pages.

They operate as follows:

Moves to the first page.

Moves to the previous page.

Moves to the next page.

Moves to the last page.

z File Name

Shows the file name.

File names can be renamed by typing directly in this field.

z Page Number Box

Shows the currently-displayed page number and the total number of pages.

If the file has multiple pages, entering a page number directly in this box changes the

displayed page.

This box is hidden when the thumbnail size is set to [Small].

2.1 Main Window

z Text Mark ( )

Appears for each page from a PDF file in which textual information is embedded.

However, the text mark does not appear if an image is not shown in the thumbnail,

and the PDF file is displayed with a lock mark.

For a PDF file being converted into a searchable PDF file, an image is not shown in

the thumbnail, but is displayed with the converting-text mark (

z Lock Mark ( )

Appears when the PDF file is password-protected.

When a password is set, the combination of the PDF icon and a lock mark is dis-

played instead of a thumbnail of the file, and a hyphen appears instead of the page

number.

However, when ScanSnap Manager is starting up, if the same password as the fixed

password specified in ScanSnap Manager is set for the PDF file, the image is shown

in the thumbnail.

Also, when the [Permissions Password] is set, if [Content Copying or Extraction] is

allowed, the image is shown in the thumbnail.

z Digital Signature Mark ( )

Appears when the PDF file bears digital signatures.

List View

Files are shown in a list.

■ Ribbon

The items and functions shown in the Ribbon of the Main Window are as follows:

[Home] Tab

2.1 Main Window

Item Button name Description

Cabinet Creates a new cabinet in the Folder List Pane.

Folder Creates a new folder under a cabinet in the Folder List Pane.

Shortcut to Folder Creates a shortcut to a folder to display it in the Folder List

Pane.

Clicking displays the submenu.

Clicking performs the same operation as when [Shortcut to Folder] in the submenu is clicked.

Cut Cuts the selected cabinet, folder, or file.

Copy Copies the selected cabinet, folder, or file.

Paste Pastes the cut or copied data.

Delete Deletes the selected cabinet, folder, or file.

Rename Renames the selected cabinet, folder, shortcut to folder, or

file.

Operation Used to perform the following operations:

z Undo z Select All z Refresh

Edit Keyword Edits keywords set to a PDF file.

Item Button name Description

2.1 Main Window

Distribute by Keyword

Convert into Searchable PDF File

Crop Marked Section

Merge Pages Merges two pages together in the way selected from the

Performs the following for the PDF files. z Distribute

Distributes PDF files according to the distribution condition.

z Change Distribution Condition

Changes the distribution condition.

z Create Distribution Conditions Using This File

Creates distribution conditions from the selected file

z Convert Selected PDF

Converts the selected PDF file into a searchable PDF file

z Convert All PDF Files in Current Folder

Converts PDF files in the selected folder into searchable PDF files

z PDF Conversion List

Displays the list of PDF files to be converted into searchable PDF files

Crops sections defined by a highlight pen in the selected PDF file.

following to create a file of the merged pages.

z Vertically z Horizontally

[View] Tab

Item Button name Description

Style Switches the display style of the File List Pane between

Thumbnails (Large/Medium/Small/Top) and List.

Arrange Files Rearranges the files in the File List Pane in ascending or

descending order by the following.

z Name z Type z Size z Date Modified z Date Created z Folder Name (Only when a [Search results] folder, cre-

ated during a Windows Desktop Search, is selected)

z Path (Only when a [Search results] folder, created during

a file search on a site, is selected)

Arrange A to Z Rearranges files in ascending order according to the item

specified in [Arrange Files].

Arrange Z to A Rearranges files in descending order according to the item

specified in [Arrange Files].

File Name Shows/hides the file names in the File List Pane when the

files are displayed as thumbnails (Large/Medium/Small/ Top).

Item Button name Description

2.1 Main Window

[Actions] Tab

Item Button name Description

Pop-up Thumbnail

Show Keywords Shows/hides keywords in the File List Pane when the files

Arrange A to Z Rearranges folders in ascending order.

Arrange Z to A Rearranges folders in descending order.

Actions Shows/hides the [Actions] tab of the Actions/Keywords List

Keywords Shows/hides the [Keywords] tab of the Actions/Keywords

Scan to E-mail Sends E-mail with the selected file attached.

Scan to Print Prints the selected file.

Shows/hides the pop-up thumbnail in the File List Pane when the files are displayed as thumbnails (Large/Medium/ Small/Top).

are displayed as thumbnails (Large/Medium/Top).

Pane.

List Pane.

Scan to Google Docs(TM)

Scan to Salesforce Chatter

Scan to Mobile Saves the selected file in a mobile device. (*)

Scan to Picture Folder

* : .NET Framework 3.0 must be installed for Windows XP or later in advance.

Saves the selected file to Google Docs. (*)

Posts the selected file to Salesforce Chatter. (*)

Saves the selected file in the Pictures folder.

2.1 Main Window

If the application associated with the scanner is installed, the following functions will be avail-

able.

Item Button name Description

Scan to Word Converts the selected PDF file into Word format. (*1)

Scan to Excel Converts the selected PDF file into Excel format. (*1)

Scan to PowerPoint(R)

Scan to Rack2-Filer

Scan to Evernote Saves the selected file to Evernote. (*3)

Scan to SugarSync

Scan to SharePoint

*1 : ABBYY FineReader for ScanSnap (4.1 or later is recommended) must be installed in advance. *2 : Rack2-Filer (V5.0 or later is recommended) must be installed in advance. *3 : Evernote for Windows 3.5 or later must be installed for Windows XP or later in advance. *4 : SugarSync Manager for Windows 1.9.28 or later must be installed in Windows XP or later in

advance.

*5 : Scan to Microsoft SharePoint must be installed in advance.

Converts the selected PDF file into PowerPoint format. (*1)

Saves the selected file in Rack2-Filer. (*2)

Saves the selected file to the folder specified for SugarSync. (*4)

Saves the selected file in a SharePoint site or Office Live. (*5)

2.2 Viewer Window

Application Button

Quick Access Toolbar

Ribbon

Status Bar Page ViewPages Panel

The Viewer Window is used for displaying and editing files. This window starts up from the

Main Window when a PDF or JPEG file is displayed.

PDF files can be edited only when they are created with the ScanSnap.

For details about starting the Viewer Window, refer to ScanSnap Organizer Help.

The Viewer Window contains the following.

2.2 Viewer Window

z Application Button

Displays the Application Menu.

For details about the Application Menu, refer to ScanSnap Organizer Help.

z Quick Access Toolbar

Frequently-used functions are added in the Quick Access Toolbar.

Functions and their locations in the Quick Access Toolbar can be changed.

2.2 Viewer Window

z Ribbon

Ribbon has the following tabs. Each tab contains functions that can be performed in

the Viewer Window.

The contents of each tab appear by clicking the tab.

-[Home] Tab

-[Edit] Tab For details about each tab, refer to "Ribbon" (page 30).

z Pages Panel

Displays pages in a PDF or JPEG file in thumbnails.

The Pages Panel and Page View together form a "window".

z Page View

Displays a page selected in the Pages Panel.

The Pages Panel and Page View together form a "window".

z Status Bar

Shows the following information. The information shown on the Status Bar can be

changed.

- File format (Icon indicates PDF or JPEG file)

- Text Mark ( )

Appears when the page is from a searchable PDF file.

- Lock Mark ( )

Appears when the PDF file is password-protected.

- Digital Signature Mark ( )

Appears when the PDF file bears a digital signature.

- File Information (Date created, file size, page size)

- Switch View buttons

- Zoom (Page magnification)

- Zoom Slider

2.2 Viewer Window

■ Viewer Window View Mode (Display Format)

In the Viewer Window, files are displayed according to the selected view mode.

For details about changing the view mode, refer to ScanSnap Organizer Help.

The following types of view modes are available.

Show All (Pages Panel and Page View)

Displays all pages as thumbnails in the Pages Panel (left side), and the page currently

selected in the Page View (right side).

Show the Page Only

Displays a page in the single page mode.

Show Pages Panel

Displays pages in thumbnails.

2.2 Viewer Window

■ Ribbon

The items and functions shown on the Ribbon of the Viewer Window are as follows:

[Home] Tab

Item Button name Description

First Page Shows the first page.

Previous Page Shows the previous page.

Page Number Shows a page specified by the number of the page.

Next Page Shows the next page.

Last Page Shows the last page.

Item Button name Description

Switch View Switches the view mode of the Viewer Window.

z Show All (Pages Panel and Page View)

Shows the Pages Panel and Page.

z Show the Page Only

Shows the page only.

z Show Pages Panel

Shows the Pages Panel only.

Clicking switches the view mode.

Clicking displays the submenu.

Zoom In Magnifies the page.

Zoom Out Shrinks the page.

2.2 Viewer Window

Zoom To Zooms to the specified scaling.

Zoom at 100% Shows the page with a scale of 100%.

Fit Height Fits the page to the window height.

Fit Width Fits the page to the window width.

Fit Page Fits the whole page to the window size.

Hand Tool Scroll Drags the magnified page to view a different area.

Marquee Zoom Zooms in the selected area of the page.

z Dragging the mouse on the page magnifies the selected

area.

z Left-clicking on the page magnifies the clicked area

according to the magnification level predetermined. To shrink the image, hold down the [Ctrl] key while dragging or left-clicking the mouse on the page.

Arrange Arranges multiple active windows in the following ways.

z Cascade z Horizontal z Vertical

Clicking switches the window arrangement.

Clicking displays the submenu.

Item Button name Description

[Edit] Tab

Item Button name Description

2.2 Viewer Window

List Lists multiple open windows, and specifies which window to

make active (show on top).

Undo Undoes the most recent action such as the following.

z Cut page z Paste page z Insert page z Delete page z Rotate page z Move page z Crop page z Deskew page z Set a keyword z Merge pages z Set a password for opening a PDF file

Cut Cuts the selected page.

Copy Copies the selected page.

Paste Pastes the cut or copied page.

Insert Page Inserts pages from another file.

Delete Page Deletes the selected page.

Rotate ccw 90 Rotates the selected page 90 degrees counterclockwise.

Rotate 180 Rotates the selected page 180 degrees.

Rotate cw 90 Rotates the selected page 90 degrees clockwise.

Deskew Deskews the selected page.

Item Button name Description

Crop Crops the selected page.

Set Keyword Sets a keyword for a PDF file.

A character string in the selected page can also be recognized (OCR process) and set as a keyword.

Merge Pages Merges two pages together in the way selected from the

following to create a new page.

z Vertically z Horizontally

Select All Selects all the pages.

2.2 Viewer Window

Select displayed page only

Selects the displayed page only.

Chapter 3

Function List

This chapter explains various functions of ScanSnap Organizer.

For details on how to use these functions, refer to ScanSnap Organizer Help.

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

3.1 Function List

The following shows the functions of ScanSnap Organizer.

For details and information about how to use the functions, refer to ScanSnap Organizer Help.

■ File/Folder/Cabinet Management

You can perform the following operations for files/folders/cabinets.

z Create new cabinet z Create new folder z Create shortcut to folder z Delete shortcut to folder z Check shortcut to folder z Cut z Copy z Paste z Delete z Rename z Change ScanSnap folder z Rearrange z Refresh

3.1 Function List

■ Editing Files

You can perform the following file edit operations.

z Cut page z Copy page z Paste page z Insert page z Delete page z Rotate page z Deskew page z Crop page z Move page z Save file z Set a password for opening a PDF file z Show file properties z Cut marked section on a page (Crop Marked Section)

■ Importing/Exporting Files

Files can be imported or exported.

z Import File

Copy files from a folder not managed with ScanSnap Organizer to the [ScanSnap]

folder ([My ScanSnap] folder for Windows XP/Windows 2000).

z Export File

Copy files from the [ScanSnap] folder ([My ScanSnap] folder for Windows XP/

Windows 2000) to a folder not managed by ScanSnap Organizer.

■ Using Actions

"Actions" are frequently-used functions that help you make efficient use of ScanSnap

Organizer.

The following operations can be performed easily by selecting a file and clicking an icon on

the [Actions] tab (Ribbon or Actions/Keywords List Pane) or dragging and dropping a file onto

an icon on the [Actions] tab (Actions/Keywords List Pane).

z Send file by E-mail z Print file with printer z Save file to Google Docs z Post file to Salesforce Chatter z Save file in a mobile device

z Save file in the Pictures folder

3.1 Function List

.NET Framework 3.0 must be installed in Windows XP or later for using Scan to Google Docs, Scan to Salesforce Chatter, or Scan to Mobile.

■ Converting into Searchable PDF Files

PDF files scanned with the ScanSnap can be converted into searchable PDF files.

You can convert files to searchable PDF files in the following ways. You can also check the

conversion results.

z Select a PDF file and convert it to a searchable PDF file z Select a folder and convert PDF files in the folder to searchable PDF files z Automatically convert PDF files to searchable PDF files when they are added to the

[ScanSnap] folder ([My ScanSnap] folder for Windows XP/Windows 2000).

■ Setting a Keyword

You can set a character string to indicate the content of a file so that you can immediately rec-

ognize the file. Such a character string is referred to as a "keyword".

z Recognize a character string on a page (OCR process) and set as a keyword z Set a character string as a keyword z Set a marked character string as a keyword z Set a keyword from the registered keywords in the keyword list

Highlight pen colors z It is recommended that you use a blue or a green highlight pen for marking. When

you use colors such as pink or yellow for marking, the marked sections may not be recognized as keywords.

z Use a blue highlight pen for documents with dark background colors such as

newspapers. Marked sections may not be detected when a color other than blue is used.

For details about colors of highlight pens to be used, refer to the Operator's Guide of your scanner model.

3.1 Function List

■ Distributing Files

Files can also be distributed into a folder according to the keyword set for files as a distribution

condition.

■ Merging Pages

Two pages can be merged into a single new page.

Pages can be merged in the following ways.

z Vertically

The selected two pages are merged vertically to create a single page.

z Horizontally

The selected two pages are merged horizontally to create a single page.

■ Searching Files

By using the search function, you can search files in the [ScanSnap] folder ([My ScanSnap]

folder for Windows XP/Windows 2000).

Files can be searched in the following ways.

z Specify a character string and search z Specify search conditions and search

The following types of search functions can be used to perform a search.

z Adobe Acrobat search

Searchable PDF files can be searched.

Search results are shown in Adobe Acrobat.

PDF files with security options (such as a password) cannot be searched.

z Windows Desktop Search

All files can be searched.

Search results are shown in the [Search results] folder created during a search in the

Folder List Pane of the M

3.1 Function List

ain Window.

z Folders that can be searched with Windows Desktop Search are only those in the

indexed locations which are set in [Control Panel] J [Indexing Options] in [Popular] on the [Options] dialog box or if you create a shortcut to a local folder unless they have been specified to be indexed. You will not be able to use Windows Desktop Search if you modify the [ScanSnap] folder (the [My ScanSnap] folder for Windows XP). Include those folders as the indexing target. Run Search after they are indexed. For Windows 7, when [Indexing Options] is not displayed, select either [Large icons] or [Small icons] for [View by].

z The following files cannot be searched.

- Hidden files

- Files with a full path that exceeds 220 bytes

- Files with the same file name formats as the files created in the hidden folder

".organizer".

- lnk files (.lnk) in the [ScanSnap] folder ([My ScanSnap] folder for Windows XP)

z In the case that the assigned folder is a network folder, the search function is not

supported for files in a network folder.

z If you perform a desktop search immediately after renaming, moving, or deleting a

file, the file before the operation may be searched.

■ Changing the Window Display

The window display can be changed for the following:

z Main Window

- File List Pane (display style)

- Thumbnail (including file name and keyword)

- Pop-up thumbnail

z Viewer Window

- Display format (view mode)

- Multiple windows arrangement

- Page from a file with multiple pages

- Display size of a page

z Window Color z Quick Access Toolbar commands z Information in the Status Bar z Ribbon display

3.1 Function List

■ Using with the ScanSnap

Image data for documents scanned with the ScanSnap can be managed with ScanSnap

Organizer.

■ Using with ABBYY FineReader for ScanSnap

PDF files scanned with the ScanSnap can be converted into the following file formats by

installing and using ABBYY FineReader for ScanSnap (4.1 or later is recommended).

z Word z Excel z PowerPoint

■ Using with Rack2-Filer

PDF files can be saved in Rack2-Filer by installing Rack2-Filer (V5.0 or later recommended).

■ Using with Evernote

When Evernote for Windows 3.5 or later is installed in Windows XP or later, you can use it to

save files to Evernote. PDF files can be converted to searchable PDF before being saved to

Evernote.

To save a file to Evernote, you need to sign in on the sign in dialog box of Evernote for

Windows in advance.

For details about Evernote, refer to the Evernote Web site.

■ Using with SugarSync

When SugarSync Manager for Windows 1.9.28 or later is installed in Windows XP or later,

you can use it to save files to the folder specified for SugarSync.

■ Using with SharePoint

3.1 Function List

PDF files can be saved on a SharePoint site by using either of the following functions.

z Microsoft Office SharePoint Server linkage function z Scan to Microsoft SharePoint

Microsoft Office SharePoint Server linkage function

When you access SharePoint by using the Microsoft Office SharePoint Server linkage

function, a SharePoint site is shown on the Main Window (Folder List Pane), on which

you can share files from the site. Files saved on the site can also be searched, printed,

etc.

This function is available for the following combinations.

Compatible SharePoint SharePoint Server 2010 (*) or SharePoint Server 2007

Operating System Windows 7, Windows Vista, or Windows XP

Required Application .NET Framework 3.0

* : To search for a file on a site in Microsoft® SharePoint® Server 2010, you need to perform

additional settings with Search Service. Contact the site administrator before use. For details, refer to ScanSnap Organizer Help.

3.1 Function List

z Multiple users cannot simultaneously access a site while using ScanSnap

Organizer on a single computer.

z Microsoft Office SharePoint Server linkage function cannot be used while an

application which uses port 80, such as Web server, is running.

z Connection via a proxy server is not supported. z Make sure that the site time zone and the time zone of the computer running

ScanSnap Organizer are the same.

z For PDF files on the site, if [Keyword] or [Text and Properties] are targeted for a

search, Adobe PDF IFilter must be installed in the SharePoint Server. For a 32-bit operating system, Adobe PDF IFilter can be used by installing Adobe Acrobat 8.1 or later, or Adobe Reader 8.1 or later. For a 32-bit operating system with Adobe Reader X, Adobe PDF IFilter can be used by installing Adobe Reader X 10.1 or later. For an Adobe Reader X version earlier than 10.1, [Keyword] or [Text and Properties] cannot be targeted for a search because Adobe PDF IFilter is not installed at the same time. For a 64-bit operating system, download and install Adobe PDF IFilter 9 for 64-bit platforms from the Adobe download Web site. Note that Adobe PDF IFilter v6.0 or earlier is not supported.

Notes when using SharePoint (Operations that cannot be performed)

For files, folders, and libraries on the SharePoint site, the following operations are not

available.

z The following file/folder/library operations

- Create shortcut to folder

- Rename

z for a folder in which sub-folders or files exist

z for a file name longer than 128 bytes

You cannot specify a folder or file name which starts or end with a period (.). The following characters cannot be used for file names. ~ " # % & * : < > ? / \ { | } and a sequence of periods

- Copy

z Copy folders z Copy files on the SharePoint site z Copy files with a name that exceeds 128 characters, from a folder in a local

drive to the SharePoint site

z Copy files with a name that exceeds 110 bytes, from a site to a local folder

- Delete folders in which sub-folders or files exist

-Move

- Undo

- Open (files with a name that exceeds 110 bytes)

- View in thumbnail (files with a name that exceeds 110 bytes)

- Actions (files with a name that exceeds 110 bytes)

In the following cases, even if the [Append a folder path to the file name before moving/copying] check box in [Popular] on the [Options] dialog box is selected, a folder path will not be appended to the file when it is copied or moved.

z Copy a file from a local folder to the site z Copy a file from the site to a local folder

3.1 Function List

z Edit file

z Files on the site cannot be edited directly from ScanSnap Organizer. z For files on the site, if [Open] or [ScanSnap Organizer Viewer] on the Application

Menu is run, the specified file is copied to the local computer temporary folder as a read-only file. The file is opened with the application associated with the file extension, or with ScanSnap Organizer Viewer.

z Import/export file z Convert into searchable PDF z Set or edit keyword z Distribute file z Merge pages

Scan to Microsoft SharePoint

You can save files to SharePoint and Office Live by using Scan to Microsoft SharePoint

to access SharePoint, and displaying the Scan to Microsoft SharePoint dialog box on

the Main Window.

z When using Scan to Microsoft SharePoint for linkage, you can only save files on

the site. Other operations cannot be performed.

z Support for Office Live varies according to country. For more details, refer to the

Microsoft Office Live Web site.

This function is available for the following combinations.

Compatible SharePoint SharePoint Server 2010 (*)

* : Although Scan to Microsoft SharePoint is available, use of Microsoft Office SharePoint Server

linkage function is recommended because files saved on a SharePoint site can also be searched or printed.

For details about Scan to Microsoft SharePoint, refer to the Scan to Microsoft

SharePoint User's Guide. For details about Office Live, refer to the Microsoft Office Live

Web site.

■ Online Updates

Organizer program updates are available online on a necessity basis for better usability and

functionality. When a update request is received, Organizer checks to see if program updates

are provided online, and automatically downloads the latest version.

SharePoint Server 2007 (*) SharePoint Portal Server 2003 SharePoint Foundation 2010 SharePoint Services 2.0/3.0 Office Live

Appendix A

Starting Up ScanSnap Organizer Help

This appendix explains how to start up ScanSnap Organizer Help.

ScanSnap Organizer Help can be started up in the following ways.

Starting Up from the Main Window or the Viewer Window

To start up ScanSnap Organizer Help while using ScanSnap Organizer, press the [F1] key on

the keyboard, or click the help button ( ) on the top right of the Window.

Main Window Viewer Window

Starting Up from the [Help] Button on the Dialog Box

ScanSnap Organizer Help can also be started up by clicking the [Help] button on the dialog

box which is displayed while ScanSnap Organizer is used. In this case, topics relevant to the

displayed dialog box will appear. Those topics can also be displayed by pressing the [F1] but

ton on the keyboard.

Appendix B

Installing and Uninstalling Organizer

This appendix describes how to install and uninstall ScanSnap Organizer.

■ Installing

Install Organizer from the Setup DVD-ROM provided with the ScanSnap.

Select the [ScanSnap Organizer] check box on the [Select Features] screen.

For details, refer to the Operator's Guide of your ScanSnap.

■ Uninstalling

Uninstall Organizer on [Programs and Features] of [Control Panel].

For details, refer to "Uninstalling the Software" in the Operator's Guide of your ScanSnap.

Index

Actions/Keywords List Pane ..................... 18

Adobe Acrobat search

Application Button

.............................. 38

............................... 18, 27

Basic Search Toolbar ................................ 18

changing the window display .................... 39

converting into searchable PDF files

........ 36

digital signature mark ................................ 22

distributing files

......................................... 37

importing/exporting files ............................36

installing

....................................................44

keyword ..................................................... 21

List View .................................................... 22

lock mark

................................................... 22

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

merging pages

Microsoft Office SharePoint Server linkage

........................................... 37

editing files ................................................ 35

exiting ScanSnap Organizer

..................... 15

features ..................................................... 11

File List Pane

File List Pane style (display format)

file name

file/folder/cabinet management

function list

............................................ 19

.......... 19

................................................... 21

................. 35

................................................ 35

function

......................................................40

online update ............................................. 42

outline

........................................................ 10

[Page Forward/Backward] buttons ............ 21

page number box

Page View

Pages Panel

................................................. 28

......................................21

.............................................. 28

Quick Access Toolbar .........................18, 27

Index

Ribbon .....................................18, 23, 28, 30

Scan to Microsoft SharePoint ................... 42

searching files

setting a keyword

Show All

Show Pages Panel

Show the Page Only

starting up ScanSnap Organizer

Status Bar

system requirements

........................................... 38

...................................... 37

.................................................... 29

.................................... 30

................................. 29

............... 14

........................................... 19, 28

................................. 12

Windows Desktop Search ......................... 38

text mark ................................................... 22

thumbnail

Thumbnail View

thumbnails

.................................................. 21

........................................ 21

................................................. 19

uninstalling ................................................ 44

using actions

using with

ABBYY FineReader for ScanSnap

Evernote

Rack2-Filer

ScanSnap

SharePoint

SugarSync

............................................. 36

..... 39

.............................................. 40

.......................................... 39

........................................... 39

.......................................... 40

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

Viewer Window view mode

(display format)

................................... 29

ScanSnap Organizer

User’s Guide

P2WW-2621-04ENZ0

Issue date January 2012

Issued by PFU LIMITED

z The contents of this manual are subject to change without notice. z PFU LIMITED assumes no liability for incidental or consequential damages arising

from the use of this Product, and any claims by a third party.

z Copying of the contents of this manual, in whole or in part, as well as the scanner

applications is prohibited under the copyright law.

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

Specifications and Main Features

Frequently Asked Questions

User Manual

Introduction

■ About This Manual

Contents

1.1 Outline

1.2 Features

1.3 System Requirements

1.4 Starting Up and Exiting ScanSnap Organizer

■ Starting Up ScanSnap Organizer

■ Exiting ScanSnap Organizer

2.1 Main Window

■ File List Pane Style (Display Format)

■ Ribbon

2.2 Viewer Window

■ Viewer Window View Mode (Display Format)

■ Ribbon

■ File/Folder/Cabinet Management

3.1 Function List

■ Editing Files

■ Importing/Exporting Files

■ Using Actions

■ Converting into Searchable PDF Files

■ Setting a Keyword

■ Distributing Files

■ Merging Pages

■ Searching Files

■ Changing the Window Display

■ Using with the ScanSnap

■ Using with ABBYY FineReader for ScanSnap

■ Using with Rack2-Filer

■ Using with Evernote

■ Using with SugarSync

■ Using with SharePoint

■ Online Updates

■ Installing

■ Uninstalling

Index