KOFAX
Express
1.0
Getting Started Guide
10300771-000
© 2008 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights
reserved. Use is subject to license terms.
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
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DOCUMENTATION IS PROVIDED “AS IS” AND ALL EXPRESS OR IMPLIED
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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.
Contents
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
5 When you are notified that the installation is complete, select the option to
restart your computer and click Finish.
Important Do not remove the Kofax Express installation disk before you
restart the computer. Some additional components, including scanner drivers,
may be installed from the disk after the computer is restarted.
6 Power on your scanner.
Note If your scanner has a SCSI connector, you must restart the computer
again once the scanner is powered on.
Kofax Express Jobs
Kofax Express is based on the concept of a “job,” which is a saved configuration of
settings related to the documents that you scan. A job consists of bar code and index
definitions as well as settings related to document separation, release, and more.
Within a job, you create batches that consist of scanned documents and images.
A predefined job called “Scan to Desktop” is opened automatically the first time you
start Kofax Express. This job includes a set of predefined index fields and contains an
empty batch called “Batch001.” Using the predefined job, you can easily acquaint
yourself with the application and start scanning immediately (see Starting Kofax
Express on page 4).
Tip Your Kofax Express installation includes three predefined jobs. For more
information, see the Demo Jobs topic in the Help.
A Kofax Express job also includes the following:
Batches: Groups of scanned documents
Documents: Sets of one or more related images
Images: Electronic representations of scanned pages
Pages: Physical sheets fed through the scanner to produce images
Scan Profiles
Each job is also associated with scan settings, which are saved in profiles. Each scan
profile is a saved combination of scanner and VRS settings that are applied during a
scan operation to achieve the best possible image quality. The profile settings are
based on (and optimized for) the currently selected scanner.
If desired, you can update the scan settings to suit your preferences for page size,
resolution, color mode, simplex or duplex scanning, rotation, blank page deletion,
automatic color detection, and more.
You can create your own scan profiles or use the predefined profiles.
Kofax Express Getting Started Guide 3
Kofax Express comes with two predefined scan profiles:
Default: This profile supports excellent image quality for most document types.
Automatic: This profile is optimized for use on high performance computers,
and it also supports excellent image quality for most document types.
Each time you connect to a scanner, the predefined scan profiles are refreshed with
the appropriate settings. Scan profiles help save time, because they give you a
convenient way to save and reuse preferred scan settings. For more information, see
the Working with Scan Profiles topic in the Help.
Starting Kofax Express
Getting started is simple: start and register Kofax Express, select your scanner, and
you are ready to scan.
When you start Kofax Express, a predefined job called “Scan to Desktop” is opened.
The job name and batch name are listed in the title bar of the application window. The
job settings are preconfigured so you can start scanning immediately.
When you close Kofax Express and reopen it, the Scan to Desktop job is opened again
unless you create or open another job. By default, Kofax Express opens the most
recent job each time you start the application.
X To start Kofax Express
1 Make a note of the identification number attached to your Kofax Express
hardware key, and then insert the key in any available USB port on your
computer.
Note If you remove the hardware key, Kofax Express switches to
demonstration mode, and a Demo stamp is applied to all scanned images. To
exit demonstration mode, reinsert the hardware key.
2 Do one of the following to start the application:
Click the Kofax Express icon on your Windows desktop.
From the Windows Start menu, navigate to the Kofax Express program
folder and click Kofax Express.
The Register Kofax Express window is displayed. To be eligible for technical
support and product updates, you must complete the registration process.
Tip You must have an Internet connection to access the Kofax Express
registration Web site.
3 User Identification: Fill in your name, company, and email address.
The entries may be pre-populated with information supplied during the
installation process.
4 Kofax Express Getting Started Guide
4 Product Identification: In the Hardware Key field, type the identification
number that is attached to your Kofax Express hardware key.
The other entries in the Product Identification section are pre-populated, based
on existing information supplied during the installation process. You cannot
update these entries.
5 Click Register Now.
The predefined Scan to Desktop job is opened in the Kofax Express application
window. In the title bar, you will see the following:
Kofax Express - Scan to Desktop - Batch001
The predefined job contains an empty batch and settings intended to produce
excellent image quality for most document types; it should not be necessary to
change them.
6 Select the Scan Settings tab, go to the Scanner group, and click Select.
The Select Scanner window is displayed.
7 Select the name of your scanner and click OK.
In the toolbar, the name of the current scanner is refreshed with the name of
your scanner.
You are now ready to scan with Kofax Express! The next few sections provide
instructions for performing basic tasks in Kofax Express. For more information,
including details about the Kofax Express user interface, press F1 to view the Help.
Scanning Documents
Once you open the Scan to Desktop job (or another job), you can start scanning
immediately.
X To scan a single page
1 Place a single page in your scanner.
2 From the Home tab, click Scan One or press F11.
The page is scanned and displayed in the image viewer.
X To scan a stack of pages
1 Place a stack of pages in your scanner.
2 From the Home tab, click Scan All or press F12.
The pages are scanned and displayed in the image viewer.
Note The scan controls are also available from the Quick Access toolbar and the Scan
Settings tab.
Kofax Express Getting Started Guide 5
Viewing Documents
As pages are scanned, the images are displayed in the viewer. From the status bar at
the bottom of the viewer, you can select thumbnail view to view all the images at
once, or single image view to view one image at a time. In either view, you can
use the slider in the status bar to adjust the magnification of images. If desired, you
can zoom in or zoom out while scanning is in progress.
Note While the Scan Settings or VRS Corrections tabs are active, single image view is
always active. Thumbnail view is not available from these two tabs. Single image
view is also active whenever you select Key from Image to start indexing.
Figure 1. Single Image View
Figure 2. Thumbnail View
In the viewer, you see each document associated with the active batch. You can drag
and drop images from one position to another. When you drag and drop a duplex
page, both the front and back are moved together. The documents and scanned
images are numbered in consecutive order. The numbering sequence is restarted with
each new document. If you add, remove, or rearrange documents or images, they are
automatically renumbered.
6 Kofax Express Getting Started Guide
When you move the pointer to any image in the viewer, the following properties are
displayed: color mode, resolution, file size, and time/date stamp. When you move the
pointer to the document title, other properties are displayed: document number and
number of images it contains, time/date stamp, and index field values (if applicable).
For more information, see the Image Viewer topic in the Help.
Adjusting Image Quality
The Default and Automatic scan profiles automatically apply image quality settings
that achieve excellent results for most documents without any adjustments required.
If you decide to adjust images after scanning, you can use the Page mini toolbar
(Figure 3 or Figure 4) to apply the changes. The availability of controls on the Page
mini toolbar may vary, according to the view (single image or thumbnail) that is
active. You can also switch to the VRS Corrections tab from the Page mini toolbar.
Tooltips are available to explain the purpose of each icon in the Page mini toolbar and
the VRS Corrections tab.
For more information, see the following topics in the Help:
Page Mini Toolbar
VRS Corrections Tab
Figure 3. Page Mini Toolbar in Single Image View
Figure 4. Page Mini Toolbar in Thumbnail View
X To apply image quality adjustments
1 Select the images that you want to update and right-click.
The Page mini toolbar (Figure 3 or Figure 4) is displayed in the viewing area.
2 Do one of the following:
To apply adjustments to one or multiple images, click the toolbar icon
associated with the adjustment that you want to make.
To apply VRS corrections, click to access the VRS Corrections tab
settings, which you can apply to only one image at a time.
As soon as you apply adjustments, the images are refreshed in the viewer.
Kofax Express Getting Started Guide 7
Indexing Documents
Kofax Express supports the ability to set up index fields to represent the content of the
documents that you scan. Indexing is a two-part process:
Configure the index fields before you scan.
Select Key from Image to index the documents after you scan.
Configuring Index Fields
Once you determine how many index fields to apply to each document, you can use
the Index Setup tab to configure the values (based on bar codes, document numbers,
image counts, and more) that are automatically assigned, as well as the values that are
to be manually entered. You can also set up a validation mask to verify the accuracy
of the index field values. For more information, see the Index Setup Tab topic in the
Help.
Selecting Key from Image to Index Documents
To perform indexing and verification, you click Key from Image to switch to
indexing mode. While indexing mode is active, the Key from Image panel and
navigation toolbar (Figure 5) are displayed on the right side of the application
window. In this mode, you can view and verify automatically applied index values,
or you can manually enter the values. While you are in indexing mode, the index
fields cannot be configured; indexing is intended strictly for verification or entry of
index fields. For more information, see the Home Tab - Index Group topic in the Help.
Figure 5. Key from Image Panel
8 Kofax Express Getting Started Guide
Releasing Documents
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.
You configure the release settings from the Job Setup tab. Then you release the
documents by selecting Release Batch from the Home tab, or by pressing Ctrl+R from
any tab.
For more information, see the following topics in the Help:
Job Setup Tab - Release Group
Home Tab - Release Group
Opening the Application Menu
The Kofax Express application menu (Figure 6) gives you access to functions for
creating new jobs, batches, and documents, and for performing basic operations such
as Open, Close, Save, and Delete. You can also use the menu to select from the Recent
Jobs list or to access the Options window to set operating preferences.
Figure 6. Kofax Express Application Menu
The application menu is closed when you start Kofax Express.
X To open the application menu, click the Kofax icon in the upper left corner
of the application window.
X To close the application menu, click the icon again.
For more information, see the Application Menu topic in the Help.
Kofax Express Getting Started Guide 9
Keyboard Shortcuts
This section lists common Kofax Express keyboard shortcuts. A complete list of
shortcuts is available from the Keyboard Shortcuts topic in the Help.
Keyboard Shortcut Description
F11 Scan one page
F12 Scan all pages
Esc Stop scanning
Ctrl+B Create a batch
Ctrl+D Create a document
Ctrl+J Create a job
Ctrl+K Start/stop indexing
Ctrl+O Open job
Ctrl+R Release a batch
Ctrl+Y Redo or reverse the most recent Undo action
Ctrl+Z Undo or reverse the most recent action
Ctrl+Shift+O Switch to compact thumbnail view
Ctrl+Shift+S Switch to single image view
Ctrl+Shift+T Switch to thumbnail view
F1 View the Help
F2 Rename
F7 Change selected images to color
F8 Change selected images to grayscale
F9 Change selected images to black and white
Shift+F1 View the Help topic related to the active tab
10 Kofax Express Getting Started Guide
Image Viewer Shortcuts
To save time while using the image viewer, you can use the following shortcuts:
Double-click an image to switch between single image and thumbnail views.
Draw a rectangle to zoom in on an image while single image view is active.
While single image view is active, click once on an image to fit the page in the
viewing area; click again to switch to the previous zoom.
Uninstalling Kofax Express
This section explains how to uninstall Kofax Express and related components from
your computer.
Note If you uninstall a Kofax Express update, the base Kofax Express installation
remains intact. If you uninstall the base product installation, any associated product
updates are uninstalled at the same time.
X To uninstall Kofax Express
1 From the Control Panel, click Add or Remove Programs (or Programs and
Features on a Windows Vista computer).
2 Select Kofax Express from the list of currently installed programs.
3 Click Remove (or Uninstall on a Windows Vista computer).
4 Click Yes when you are prompted to confirm your intent to uninstall Kofax
Express.
5 Do one of the following to indicate whether you want to remove all Kofax
Express user files associated with existing job, batch, and registration
information:
Click Yes to remove all user files.
Click No to save all user files.
Note If you save the user files, they are available again when you reinstall
Kofax Express.
6 Follow the instructions on the screen.
7 When you are notified that the process is complete, select the option to restart
your computer and click Finish.
Important Some Kofax Express components are not removed until you
restart the computer.
Kofax Express Getting Started Guide 11
Your Kofax Express Resources
This section describes the resources that are available to assist you in using Kofax
Express.
Online Help
Kofax Express Help gives you online product assistance, including step-by-step
procedures, a description of the typical task workflow, and details about the user
interface. To locate information in the Help, you can use the table of contents, the
index, or the full-text search feature.
X To open the Help, do one of the following:
Press F1 from the Kofax Express application window.
Click in the upper right corner of the Kofax Express application window.
Select the Help tab, go to the Help group, and click Help.
Tip If you press Shift+F1 from any Kofax Express tab, the Help topic associated with
the tab is displayed in your browser window.
Online Tutorial
The Kofax Express tutorial is a brief product overview designed to familiarize you
with the key Kofax Express features. The tutorial walks you through the basic steps
for performing tasks such as job setup, scanning, image cleanup, indexing, and
release. To view the tutorial, select the Help tab, go to the Help group, and click
Tutorial.
Note To view the tutorial, you must have a working Internet connection.
Tooltips
To view a brief text description for user interface elements (such as application menu
options, toolbar icons, scan controls, or tab controls), move the pointer to the user
interface element until the tooltip appears. For example, Figure 7 shows the tooltip for
the Undo icon.
Figure 7. Tooltip for Undo
12 Kofax Express Getting Started Guide
Release Notes
The release notes contain information that is not available in your other product
documentation. To view the release notes, go to the Support pages on the Kofax Web
site at www.kofax.com and select Online Documentation.
Kofax Technical Support
The Kofax Express technical support Web pages are available from the Kofax Web site
at www.kofax.com. The support pages provide product-specific information, such as
current revision levels, the latest drivers and software patches, online documentation,
updates to product release notes (if any), technical tips, and an extensive, fully
searchable knowledgebase.
The Kofax Web site also contains information that describes support options for Kofax
products. Please review the site for details about the available support options. If you
need to contact Kofax Technical Support, please have the following information
available:
Kofax Express version and license level
VRS version
Scanner model
Windows operating system and service pack version
Tip Most of the information in the preceding list is available from the Kofax Express
About window.
Kofax Express Getting Started Guide 13
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