KOFAX
Express
1.1
Getting Started Guide
10300806-000
© 2009 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
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.
Contents
Welcome to Kofax Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Recommended Hardware and Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Certified Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Certified Scanners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Image Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Performing a New Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Updating an Existing Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Starting Kofax Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Using an Evaluation License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Activating a Software License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Using a Hardware Key License. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Kofax Express Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Scan Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Scanning Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Viewing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Adjusting Image Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Indexing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Configuring Index Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Indexing Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Releasing Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Opening the Application Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Keyboard Shortcuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Image Viewer Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Removing Kofax Express . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Your Kofax Express Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Online Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Tooltips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Kofax Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3 Kofax Express Getting Started Guide
4 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 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 Hardware and Software
To ensure optimal performance, follow the recommendations in this section.
Dual core processor (Quad core for scanners supporting more than 70 duplex
pages per minute)
Memory: 2 GB
Hard disk: 250 GB (7200 rpm)
Disk space for software installation: 350 MB (allow more space for scanned
images)
Monitor resolution: 1280 x 1024
DVD/CD-ROM drive
Browser: Microsoft Internet Explorer 6 or later, or Mozilla Firefox 2 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.
Certified Operating Systems
Kofax Express is certified on the following Microsoft Windows operating systems:
Windows Vista (Enterprise and Business editions, 32-bit), Service Pack 1
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, SP3
For updated information related to operating systems and service packs, visit the
Support pages on the Kofax Web site at www.kofax.com.
Kofax Express Getting Started Guide 5
Certified Scanners
Kofax Express is certified with a wide range of industry-standard scanners, and new
scanners are certified on a regular basis in the following license categories:
Kofax Express for Desktop or Workgroup Scanners: Supports throughput up to
50 duplex pages per minute (based on letter-size pages scanned in landscape
mode).
Kofax Express for Low-Volume, Mid-Volume, or High-Volume Scanners:
Supports throughput between 50 and 130 duplex pages per minute (based on
letter-size pages scanned in landscape mode).
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 within
the Documents and Settings folder (or the ProgramData folder on a Windows Vista
computer). Be sure to reserve sufficient disk space for scanned images. You can use
the Job Setup tab in Kofax Express to set the batch path to the appropriate folder
before you scan.
Performing a New Installation
To perform a new installation, you need the Kofax Express installation disk.
Note If a previous version of Kofax Express is currently installed on your computer,
see Updating an Existing Installation on page 7.
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.
The installer welcome screen is displayed.
4 Click Next and follow the setup instructions on the screen.
During setup, you are 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.
5 Click Install to start the installation.
6 Kofax Express Getting Started Guide
6 When you are notified that the installation is complete, do the following:
a Select the option to restart your computer now.
b Remove the installation disk from the drive.
c Click Finish.
Note Some components, including scanner drivers, are not installed until the
computer is restarted.
7 If you have a Windows XP computer, do one of the following after the
computer is restarted:
View the Kofax Express tutorial, which is opened automatically in a browser
window.
Close the browser to bypass the tutorial (you can use the Help tab in Kofax
Express to restart the tutorial later).
If you have a Windows Vista computer, skip to the next step.
8 Power on your scanner.
Note If your scanner has a SCSI connector, you must restart the computer
again once the scanner is powered on.
9 Start Kofax Express and verify that your product license is active. For
instructions, see Starting Kofax Express on page 8.
Updating an Existing Installation
If you have a previous version of Kofax Express on your computer, you can update to
the new version without removing the existing installation. Your jobs, job templates,
and profiles are updated for use in the new version. However, any existing batches
are deleted during the update process. Therefore, you may want to release batches
before proceeding with the update.
To perform the update, you need the Kofax Express installation disk.
X To perform the update
1 At the computer where you want to perform the update, log in with
Administrator rights and close all applications, including Kofax Express.
2 Verify that your scanner is connected to the computer, but do not power on the
scanner until later in the procedure.
3 If you are currently using a Kofax Express hardware key, remove it from the
USB port on your computer.
4 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.
Kofax Express Getting Started Guide 7
The welcome screen message confirms that your existing Kofax Express
installation will be updated to the new version.
5 Click Next and follow the setup instructions on the screen.
During setup, you are prompted to accept the license agreement and select
your scanner from a list.
6 Click Install to start updating your installation.
7 When you are notified that the product update is complete, do the following:
a Select the option to restart your computer now.
b Remove the installation disk from the drive.
c Click Finish.
Note Some components, including scanner drivers, are not updated until the
computer is restarted.
8 Power on your scanner.
Note If your scanner has a SCSI connector, you must restart the computer
again once the scanner is powered on.
9 Start Kofax Express and verify that your product license is active. For
instructions, see the next section, Starting Kofax Express.
Starting Kofax Express
When starting Kofax Express the first time, specify your license type and then select
your scanner. The license and scanner stay in effect for subsequent Kofax Express
sessions.
X To start Kofax Express
1 Do one of the following:
Click the Kofax Express icon on your Windows desktop.
On the Start menu, navigate to the Kofax Express program folder and click
Kofax Express.
The Kofax Express Evaluation window is displayed the first time you start
Kofax Express.
2 Do one of the following:
If you want to use Kofax Express with an evaluation license, click Evaluation
and see Using an Evaluation License on page 9.
If you have a software license, follow the procedure in Activating a Software
License on page 9.
If you have a hardware key license, follow the procedure in Using a Hardware
Key License on page 11.
8 Kofax Express Getting Started Guide
The predefined Scan to Desktop job is opened in the Kofax Express application
window. In the title bar, you will see the job and batch name:
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.
3 Select the Scan Settings tab, go to the Scanner group, and click Select.
The Select Scanner window is displayed.
4 Point to the name of your scanner on the list 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! For more information,
including details about the Kofax Express user interface, press F1 to view the
Help.
Using an Evaluation License
When you start Kofax Express the first time, an evaluation license goes into effect for
a certain number of days. During the evaluation period, you can use all of the product
features without limitations.
If you do not activate your purchased license before the end of the evaluation period,
Kofax Express switches to demonstration mode. As a result, a stamp is applied to
images that you scan and release operations are limited.
While the evaluation period is active, a reminder is displayed each time you start
Kofax Express. Once your purchased license is active, reminders are discontinued.
You can discontinue the evaluation license at any time by activating your software
license or using your hardware key license. See Activating a Software License on page 9
or Using a Hardware Key License on page 11.
Activating a Software License
Use the procedure in this section to activate your software license. You must activate
the license to be eligible for technical support and product updates.
X To activate your software license
1 Click Activate on any of the following:
Kofax Express Evaluation window
Kofax Express Evaluation Reminder window
Kofax Express in Demonstration Mode window
Kofax Express Help tab
The Activate Kofax Express window is displayed.
Kofax Express Getting Started Guide 9
Tip You must have an Internet connection to access the Kofax Express
activation Web site. If necessary, you can go to another computer with a
working Internet connection and activate your product license here:
http://activate.kofax.com/kofaxexpress/activate.aspx
2 User Identification: Type your name, company, and email address.
3 System Identification: Bypass the entries in this section, which is pre-
populated with computer information that is detected automatically.
4 Product Identification: Type the part number, serial number, and the product
code provided at the time of product purchase. This information is printed on
a label inside your installation disk case.
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 License Code: If you already have a license code, type it here. Otherwise, it is
automatically filled in once you complete the next step.
6 Click Activate.
7 Do one of the following:
Click OK to clear the message that confirms successful license activation.
Click Retry if the Activate - Connection Failed window is displayed. If you
click Retry without success, click Cancel to display the Activate - No Internet
Connection window. Then follow the onscreen instructions, which explain
how to use another computer to activate the license.
Once you activate the license, automatic reminders are discontinued.
Note If you attempt license activation without completing it successfully, a
grace period is started. While the grace period is active, you can continue to
use all of the product features that are appropriate for your license level. If the
grace period elapses without successful license activation, the product
switches to demonstration mode. As a result, a stamp is applied to scanned
images, and limitations are applied to the release process.
10 Kofax Express Getting Started Guide
Using a Hardware Key License
Use the procedure in this section to start using your hardware key license (or to
continue using the same hardware key license from the previous Kofax Express
version). You must register the hardware key license to be eligible for technical
support and product updates.
X To use your hardware key license
1 Insert your Kofax Express hardware key in a USB port on your computer.
2 Click Hardware Key (or Register) on any of the following:
Kofax Express Evaluation window
Kofax Express Evaluation Reminder window
Kofax Express in Demonstration Mode window
Kofax Express Help tab
The Register Kofax Express window is displayed, unless you used the
previous Kofax Express version to register your hardware key license. If the
license is already registered, no further action is necessary.
Tip You must have an Internet connection to access the Kofax Express
registration Web site. If necessary, you can go to another computer with a
working Internet connection and register your product license here:
http://activate.kofax.com/kofaxexpress/register.aspx
3 User Identification: Type your name, company, and email address.
4 Product Identification: Type the identification code (typically 7 characters) 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.
6 Do one of the following:
Click OK to clear the message that confirms successful license registration.
If the Register Kofax Express - No Internet Connection window is displayed,
follow the onscreen instructions, which explain how to use another
computer to register the license. Click OK to close the window.
Once you register the hardware key license, automatic reminders are
discontinued.
Tip You can view or update registration information by clicking Register on
the Help tab.
Kofax Express Getting Started Guide 11
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 8).
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
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.
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 comes with the following 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.
Color: This profile is optimized to support excellent image quality for color
documents. With the Color profile, the Color Detect and Background Smoothing
features are also available.
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
12 Kofax Express Getting Started Guide
convenient way to save and reuse preferred scan settings. For more information, see
the Working with Scan Profiles topic in the Help.
Scanning Documents
Once you open the Scan to Desktop job (or another job), you can start scanning.
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.
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 indexing mode is active.
Kofax Express Getting Started Guide 13
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.
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.
14 Kofax Express Getting Started Guide
Adjusting Image Quality
The predefined 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 15
Indexing
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.
Click Indexing to enter or verify the index field values after you scan.
When you release a batch from Kofax Express, the index data is included in text or
xml format. You can use the index data to quickly locate and retrieve documents after
releasing a batch to an archival or storage system, Kofax Capture, or Microsoft
SharePoint.
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
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.
Indexing Documents
To perform indexing and verification, you click Indexing to switch to indexing
mode. While indexing mode is active, the Indexing 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 manual entry of index
fields. For more information, see the Home Tab - Index Group topic in the Help.
Figure 5. Indexing Panel
16 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 to
Kofax Capture (using the Kofax Capture XML Import Connector) or to 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 17
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+A Save job as
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 context-sensitive Help topic for the active tab
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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.
While Zoom on Rectangle is active, press and hold the mouse button to switch to
Pan mode; release the mouse to switch back to Zoom on Rectangle.
Removing Kofax Express
This section explains how to remove Kofax Express and related components from
your computer.
You must deactivate your license if you plan to remove Kofax Express and reuse the
license when the software is installed on another computer. If you plan to remove
Kofax Express and reinstall it on the same computer, deactivation is not required. For
details, see the Help Tab - License Group topic in the Help.
X To remove Kofax Express
1 In 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 in response to the confirmation message.
5 When prompted to remove user files, do one of the following:
Click Yes to remove all jobs, batches, and job template files that you created
with Kofax Express.
Click No to save the files.
Note If you save the files, your jobs, batches, and job templates are available
again after you reinstall Kofax Express.
6 When you are notified that the process is complete, select the option to restart
your computer and click Finish.
Note Some Kofax Express components, including scanner drivers, are not
removed until the computer is restarted.
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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 Kofax Express 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
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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 updates, 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.
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