Kofax Express 1.0 User Manual

KOFAX

Express

1.0

Getting Started Guide

10300771-000

Third-party software is copyrighted and licensed from Kofax’s suppliers.

This product is protected by U.S. Patent No. 6,370,277.

THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX, INC.

Kofax, the Kofax logo, Kofax Express, VirtualReScan, the “VRS VirtualReScan” logo, and VRS are trademarks or registered trademarks of Kofax, Inc. in the U.S. and other countries. All other trademarks are the trademarks or registered trademarks of their respective owners.

U.S. Government Rights Commercial software. Government users are subject to the Kofax, Inc. standard license agreement and applicable provisions of the FAR and its supplements.

You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country.

DOCUMENTATION IS PROVIDED “AS IS” AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID.

Welcome to Kofax® Express. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Recommended Software and Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Certified Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Certified Scanners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Image Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Kofax Express Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Scan Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Starting Kofax Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Scanning Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Viewing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Adjusting Image Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Indexing Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Configuring Index Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Selecting Key from Image to Index Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Releasing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Opening the Application Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Keyboard Shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Image Viewer Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Uninstalling Kofax Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Your Kofax Express Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Online Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Tooltips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Kofax Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Kofax Express Getting Started Guide iii

iv Kofax Express Getting Started Guide

Welcome to Kofax® Express

Introduction

Kofax Express is an easy-to-use, batch-oriented document scan application capable of high-speed scanning with real-time image display, indexing, and bar code detection. VirtualReScan (VRS) technology is built into the application to ensure optimal image quality. Kofax Express can release captured content to a folder that is accessible to your document management or storage system. Kofax Express can also release content directly to Kofax Capture or Microsoft SharePoint.

This guide explains how to quickly install and get started with Kofax Express.

System Requirements

Before installing Kofax Express, be sure to review the following software, hardware, operating system, certified scanner, and image storage requirements.

Recommended Software and Hardware

To ensure optimal performance, follow the recommendations in this section.

Kofax Express for Desktop or Workgroup Scanners

These scanners support throughput up to 50 duplex pages per minute (based on letter-size pages scanned in landscape mode).

 Dual core processor  Memory: 2 GB  Hard disk: 250 GB (7200 rpm)  Monitor resolution: 1280 x 1024  DVD/CD-ROM drive  Microsoft Internet Explorer 6 (or later)

Kofax Express for Low-Volume, Mid-Volume, or High-Volume Scanners

These scanners support throughput between 50 and 130 duplex pages per minute (based on letter-size pages scanned in landscape mode).

 Quad core processor  Memory: 2 GB  Hard disk: 250 GB (7200 rpm)  Monitor resolution: 1280 x 1024  DVD/CD-ROM drive  Microsoft Internet Explorer 6 (or later)

Note If Microsoft .NET Framework 2.0 does not exist on your computer, the Kofax Express installer will install version 2.0 for you.

Kofax Express Getting Started Guide 1

Certified Operating Systems

Kofax Express is certified on the following Microsoft Windows operating systems:

 Windows Vista (Enterprise and Business editions, 32-bit)

To use Kofax Express with Windows Vista, your scanner must have a Vistacertified driver. Check with the manufacturer to confirm that your scanner will work with Windows Vista.

 Windows XP Professional, SP2

For updated information related to operating systems and service packs, visit the Support pages on the Kofax Web site at www.kofax.com.

Certified Scanners

Kofax Express is certified with a wide range of industry-standard scanners, and new scanners are certified on a regular basis. For the most current list of Kofax Express certified scanners, select the Scanner Configurator from the Support pages on the Kofax Web site at www.kofax.com.

Image Storage

By default, Kofax Express stores images in the common application data folder located within the Documents and Settings folder (or the Users folder on a Windows Vista computer). Be sure to reserve sufficient disk space for images. You can use the Job Setup tab in Kofax Express to set the batch path to the appropriate folder before you scan.

Installation

Use the procedure in this section to install Kofax Express. To complete the installation, you will need the Kofax Express installation disk.

X To install Kofax Express

1 At the computer where you want to install Kofax Express, log in with

Administrator rights and close all other applications.

2 Connect your scanner to the computer, but do not power on the scanner until

later in the procedure.

3 Insert your Kofax Express installation disk into the disk drive.

The installer should start automatically. If it does not, run setup.exe, which is

available from the root folder of your Kofax Express installation disk.

4 Once the installer is displayed, click Next to proceed, and then follow the

instructions on the screen to complete the installation process.

During the installation, you will be prompted to accept the license agreement,

select your scanner from a list, and specify a location for installing the Kofax

Express software on your computer.

2 Kofax Express Getting Started Guide

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