Nuance PAGIS PRO 3.0 MILLENNIUM User Manual

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this publication may be transmitted, transcribed, reproduced, stored in any retrieval system or translated into any language or computer language in any form or by any means, mechanical, electronic, magnetic, optical, chemical, manual, or otherwise, without the prior written consent of ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts

01960. Printed in the United States of America.

The software described in this book is furnished under license and may be used or copied only in accordance with the terms of such license.

IMPORTANT NOTICE ScanSoft, Inc. provides this publication “as is” without warranty of any

kind, either express or implied, including but not limited to the implied warranties of merchantability or fitness for a particular purpose. Some states or jurisdictions do not allow disclaimer of express or implied warranties in certain transactions; therefore, this statement may not apply to you. ScanSoft reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation of ScanSoft to notify any person of such revision or changes.

TRADEMARKS AND CREDITS ScanSoft, TextBridge, and Pagis are registered trademarks, and Kai’s

PhotoSoap2 is a trademark of ScanSoft, Inc.

Excel, Word, and Windows are trademarks of Microsoft Corp.

WordPerfect is a registered trademark of WordPerfect Corp.

Other terms used in this manual are the trademarks of their respective holders.

Portions of this product copyright © 1990–2000, Pixel Translations, Inc. Portions of this product copyright © 1994–2000, Mastersoft Corp. Portions of this product copyright © 2000, Adobe Systems, Inc. Verity Topic® Search Technology copyrighted by Verity, Inc. AccuSoft Redlining® Toolkit copyrighted by AccuSoft Corp.

Authors: Jim Cahill and Sadie DeSimone

9 Centennial Drive Peabody, Massachusetts 01960

Pagis Pro 3.0 Millennium User’s Guide

Part Number 00–09690–00 January 2000

Index

CONTENTS

PREFACE

About this User’s Guide..............................xiii

Typographic conventions used in this manual ..........xiv

Related Documents ................................. xv

1 INTRODUCTION

What is Pagis Pro? ................................ 1–1

What Comes with Pagis Pro ......................... 1–2

Pagis Pro Features ................................ 1–3

Where to Go From Here............................. 1–9

2 INSTALLING PAGIS PRO

System Requirements .............................. 2–1

Installing and Testing Your Scanner ................... 2–2

Installing Pagis Pro Software ........................ 2–3

If you already have TextBridge .................... 2–3

Upgrading from an earlier Pagis version ............. 2–3

Running the Pagis Pro setup program ............... 2–4

Upgrading old Pagis search database .............. 2–12

Where to Go From Here............................ 2–14

Uninstalling Pagis Pro ............................ 2–15

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Index

3 LEARNING PAGIS PRO

Pagis Inbox — The Pagis Control Center ................ 3–2

Pagis ToolBar ................................. 3–3

Pagis SendTo Bar .............................. 3–5

Pagis Folders.................................. 3–6

Scanning a Document .............................. 3–6

Copying a Document .............................. 3–10

Faxing a Document ............................... 3–13

E-mailing a XIF image ............................ 3–16

Refining and Annotating a Document ................. 3–19

Scanning and Typing Into a Form .................... 3–23

Scanning a Document Into a Text Application ........... 3–26

Searching for a Document .......................... 3–28

Running OCR on a Document ....................... 3–32

Where to Go From Here............................ 3–34

4 USING PAGIS PRO

Pagis Inbox ...................................... 4–1

Pagis Inbox menus and commands ................. 4–2

Pagis commands in the File menu ............... 4–3

Pagis commands added to the View menu ......... 4–3

Pagis menu ................................ 4–4

Document thumbnails ........................... 4–5

Pagis ToolBar ................................. 4–7

Modifying the Pagis ToolBar ................... 4–7

Pagis SendTo Bar .............................. 4–9

Changing SendTo Bar options .................. 4–9

Adding a program to the SendTo Bar............ 4–10

Removing a program from the SendTo Bar ....... 4–12

Changing the Pagis Inbox location in your file system .. 4–13

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4 USING PAGIS PRO (CONT.)

Pagis Folders.................................... 4–14

Creating a Pagis Folder...................... 4–14

Removing Pagis Folder attributes .............. 4–14

Pagis Folders and Pagis Search Databases ....... 4–15

Working with Pagis Files in Windows™ ............... 4–15

About Pagis (XIF) files.......................... 4–16

Enhanced context menu ........................ 4–18

Stacking documents......................... 4–18

Unstacking documents ...................... 4–20

Converting to other image formats ............. 4–20

Adding files to the Pagis Search Database........ 4–23

Defining keywords and other properties for a file...... 4–24

Defining Title, Author, and Keywords for a file .... 4–24

Viewing and printing documents with Pagis Document

Viewer................................ 4–26

Working with the Pagis Document Viewer........ 4–26

File menu ................................ 4–28

Edit menu ................................ 4–29

View menu ............................... 4–30

Scan Tool (Scanner, Copier, Fax) .................... 4–31

Setting up your scanner or digital camera

to work with Pagis....................... 4–32

About scanners and scanner drivers ............ 4–32

Running the Scanner Setup Wizard............. 4–33

Changing default properties for scanned documents ... 4–36

Specifying scanner properties ................. 4–37

Specifying page refinements .................. 4–40

Specifying auto save properties ................ 4–43

Specifying keyword properties ................. 4–45

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Index

4 USING PAGIS PRO (CONT.)

Scanning documents ........................... 4–46

Scanning a single-sided document to a XIF file .... 4–46

Scanning a double-sided document to a XIF file.... 4–50

Scanning directly to an application ............. 4–52

Acquiring an image from a digital camera ........ 4–54

Using Prescan to scan part of a document ........ 4–57

Copying documents ............................ 4–59

Select a printer ............................ 4–60

Set up the copy job.......................... 4–61

Make copies............................... 4–63

Faxing documents ............................. 4–65

Select a fax printer ......................... 4–65

Set up the fax job........................... 4–67

Fax a document............................ 4–68

Pagis Editor .................................... 4–70

Menus and Commands in the Pagis Editor .......... 4–71

File menu ................................ 4–71

Edit menu ................................ 4–74

View menu ............................... 4–76

Insert menu............................... 4–78

Tools menu ............................... 4–78

Page menu................................ 4–80

Annotate menu ............................ 4–82

Forms menu .............................. 4–84

Toolbars in the Pagis Editor ..................... 4–86

Standard toolbar ........................... 4–86

Annotation toolbar.......................... 4–87

Image toolbar ............................. 4–87

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4 USING PAGIS PRO (CONT.)

Inserting New Pages into an Open Document ........ 4–88

Scanning new pages into an open document ...... 4–88

Pasting images from other applications .......... 4–90

Inserting a blank page....................... 4–90

Inserting an image file....................... 4–90

Re-ordering pages in a document............... 4–91

Image Editing and Refinement ................... 4–92

Auto refinement ........................... 4–93

Manual refinement ......................... 4–93

Straightening pages ........................ 4–95

Rotating pages............................. 4–96

Cropping pages ............................ 4–96

Adjusting brightness and contrast .............. 4–97

Resizing pages............................. 4–98

Changing resolution ........................ 4–98

Converting color depth ...................... 4–98

Removing background tint.................... 4–99

Making Annotations in a Pagis document .......... 4–100

Basic annotation procedure .................. 4–100

Specifying annotation options ................ 4–101

Filling Out Forms ............................ 4–103

Specify form field options.................... 4–103

Analyze and fill out the form ................. 4–104

Preparing a XIF Document for Printing............ 4–106

Exporting XIF to Other Image Formats............ 4–107

Specify Save/Export preferences .............. 4–107

Using the Export command .................. 4–108

Using the SendTo command ................. 4–109

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Index

4 USING PAGIS PRO (CONT.)

Using OCR To Capture Text from the Editor ........ 4–110

Web Capture Tool ............................ 4–112

Creating a web site shortcut .................... 4–112

Editing a web site thumbnail.................... 4–114

Using a weblink shortcut....................... 4–114

Pagis Search Database Manager and Update Tool....... 4–115

About search databases ........................ 4–116

Exploring the Pagis Search Database Manager ...... 4–117

Create Search Database command............. 4–118

Configure Search Database command .......... 4–119

Delete Search Database command............. 4–120

Change Schedule command .................. 4–120

Update Search Database command ............ 4–121

Attach to Search Database command........... 4–122

Detach from Search Database command ........ 4–123

Properties command ....................... 4–123

Exit command ............................ 4–123

Search Database toolbar .................... 4–123

Creating and defining a search database ........... 4–124

Updating a search database for removable media .... 4–128

Sharing search databases in a networked environment 4–130

Search Tool .................................... 4–131

Basic search steps ............................ 4–132

Defining a search string ....................... 4–134

Simple searches........................... 4–135

Proximity searches ........................ 4–136

Natural language searches .................. 4–136

Search by example......................... 4–137

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4 USING PAGIS PRO (CONT.)

Other search properties........................ 4–137

Keywords tab ............................ 4–137

Date tab ................................ 4–138

Name and Type tab ........................ 4–139

Advanced tab............................. 4–139

Finding out what files a database contains ...... 4–142

File menu .................................. 4–143

Open Selected Document command ............ 4–143

Properties command ....................... 4–143

Open Containing Folder command............. 4–144

Save Search command...................... 4–144

Exit command ............................ 4–144

Edit menu .................................. 4–144

Copy command ........................... 4–145

Select All command ........................ 4–145

Invert Selection command ................... 4–145

View menu ................................. 4–145

Large Icons command ...................... 4–145

Small Icons command ...................... 4–146

List command ............................ 4–146

Details command.......................... 4–146

Arrange Items command .................... 4–146

Database menu .............................. 4–146

Update Search Databases command ........... 4–147

Manage Search Databases command........... 4–147

Working with found documents .................. 4–147

Viewing search hits in found documents ........... 4–149

Where to Go From Here........................... 4–150

Table of Contents ix

Index

EXAMPLES AND ADVANCED FEATURES

Sample Uses of Pagis Pro ........................... 5–1

Scan manuscripts and photographs for a newsletter .... 5–2

Scan a document and edit it in a word processor ....... 5–3

Scan a spreadsheet and edit it

in a spreadsheet application ................ 5–3

Create a library of company documents .............. 5–4

Use annotations to comment on scanned design drawings 5–5

Scan invoices and e-mail them to customers .......... 5–6

Scan and fax reports to clients..................... 5–6

Scan, organize, and retrieve articles and

research information ...................... 5–7

Eliminate office clutter .......................... 5–8

Scan receipts and other financial documents

for tax purposes......................... 5–10

Scan a picture, add keywords,

and add it to a search database ............. 5–10

Scan photos of possessions for insurance purposes..... 5–11

Tips and Techniques .............................. 5–12

Using the Pagis Print Driver to create XIF documents.. 5–12

Downloading the Pagis Viewer ................... 5–17

Sending XIF files as e-mail attachments ............ 5–18

America Online ............................ 5–18

Eudora Pro and Eudora Lite .................. 5–19

Lotus cc:Mail and Lotus Notes................. 5–20

MS Outlook Express and MS Outlook ........... 5–20

Netscape Mail ............................. 5–21

Registering Netscape and Netscape Mail......... 5–22

Dragging XIF files to open applications ............. 5–27

Using TextBridge Pro as a standalone application..... 5–27

Where to Go From Here............................ 5–29

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SUPPORTED PROGRAMS AND FILE FORMATS

Supported Drag-and-Drop Programs ................... A–1

Image Formats that Pagis Pro Supports ................ A–6

GLOSSARY OF TERMS

INDEX

Table of Contents xi

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PREFACE

Welcome to Pagis Pro from ScanSoft, Inc. Pagis Pro is your allin-one scanning suite running in Microsoft® Windows™ 95, Windows 98, and Windows NT 4.0.

Please read this preface before going on to install and use Pagis Pro. It discusses the following topics:

◆ About this user’s guide

◆ Related documents

ABOUT THIS USER’S GUIDE

This user’s guide provides all the information you need to successfully install, learn, and use Pagis Pro in the chapters sections.

The “Glossary of Terms” provides definitions of all of the technical terms used in this manual, and the “Index” gives page numbers for all of the topics described.

Appendix A, "“Supported Programs and File Formats”, lists the programs that Pagis Pro supports for drag-and-drop operations. It also lists the file formats Pagis can import and export.

Please note that this user’s guide does not teach you about your Windows operating system. It assumes that you know how to operate and manage your computer and its operating system software.

Pagis Pro User’s Guide xiii

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Typographic conventions used in this manual

This manual uses bold, italic, and other typographic styles to highlight different types of information in the text (Table P–1).

Table P–1. Documentation Conventions

bold Introduces a new term, or the first use of an

important term in a chapter; also sometimes used to denote strong in-line emphasis.

italic Denotes titles of other manuals or books. Also

denotes generic file name entries, for example,

filename

monospace Denotes examples, menu text, and file names or

messages that appear on the computer screen.

“ ” (quotes) Denotes titles of chapters and sections in this

manual.

☞

Note

Introduces tips that provide useful information about a procedural step or system function.

Introduces information of special note about the current topic. There are borders above and below the noted text.

xiv Pagis Pro User’s Guide

RELATED DOCUMENTS

◆ Release Notes—Read the on-line Release Notes (Relnote.rtf)

◆ On-line Help—From Pagis Pro software, you can access context

◆ Pagis Activity Guide—This is an interactive guide which allows

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In addition to the printed Pagis Pro User’s Guide, refer to the following documents for more information related to Pagis Pro:

first. This document provides late-breaking information about Pagis Pro. You can access the Release Notes at installation time, and after installation in the Pagis Pro 3.0 Millennium installation directory.

sensitive help, including topics about the menus, commands, and tools. Using the standard Windows winhelp utility, you can also access Pagis help via Contents, Index, and Search screens.

you to choose an activity (such as Scan a document into your word processor, or Scan and fill out a form) and get step-by-step instructions on your screen.

◆ Pagis/JetSend Integration Notes—Provided in PDF format,

this document gives a brief explanation of HP’s JetSend technology, tells you how to install and uninstall JetSend for Pagis, and how to send and receive image files using JetSend for Pagis.

◆ Pagis Pro User’s Guide—A longer version of the Pagis Pro

User's Guide is provided in PDF format. The PDF version includes all the chapters in the printed version as well as: Chapter 4, "Using Pagis Pro", Chapter 5, "Examples and Advanced Features", “Glossary of Terms”, and Appendix A, "Supported Programs and File Formats".

◆ TextBridge Pro User’s Guide—Provided in PDF format, the

TextBridge Pro User’s Guide covers all aspects of the optical character recognition (OCR) technology built into Pagis Pro software. TextBridge Pro software also contains its own extensive on-line help system.

Preface xv

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☞ The PDF versions of the Pagis Pro User's Guide and the

TextBridge Pro User's Guide can be opened by going to the

Windows Start menu, then opening the Documentation folder in the Pagis program group.

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◆ What is Pagis Pro?

◆ What comes with Pagis Pro

◆ Pagis Pro features

◆ Where to go from here

☞ To get started quickly, go directly to Chapter 2, “Installing Pagis

WHAT IS PAGIS PRO?

INTRODUCTION

Welcome to Pagis™ Pro, your all-in-one scanning suite from ScanSoft, Inc. Read this chapter for information about the following topics:

Pro,” for installation instructions.

Pagis Pro is a value-packed color scanning suite for Microsoft Windows™ 95, Windows 98, Windows NT 4.0, and Windows 2000 Professional

Pagis Pro enables you to scan, copy, fax, view and edit, search and otherwise manage electronic documents (articles, photos, forms, and so on) on your Windows desktop.

In addition to documents on your personal computer, Pagis Pro enables you to manage documents on removable media, such as Jaz™ and Zip™ drives, and to locate documents on CD-ROMs.

Pagis Pro User’s Guide 1–1

WHAT COMES WITH PAGIS PRO

Pagis Pro includes a CD-ROM that contains the following items:

◆ Pagis Pro installation program and application software

◆ TextBridge® Pro OCR software

◆ Pagis Pro multimedia product tour

◆ On-line manuals for Pagis Pro and TextBridge Pro in Adobe®

Portable Document Format (PDF)

◆ Adobe Acrobat™ Reader

◆ Sample XIF (eXtended Image Format) image files

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◆ Pagis MiniViewer

◆ Pagis Pro Release Notes

Note Be sure to register your copy of Pagis Pro software. As a

registered user, you will be kept up to date on new software releases, special offers, and other important product information.

Also, please read the Pagis Pro Release Notes (relnote.rtf) on the CD-ROM for information about other items that may be included with Pagis Pro.

1–2 Pagis Pro User’s Guide

PAGIS PRO FEATURES

◆ The Pagis Inbox

Standard Menu bar (Pagis menu is added)

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Pagis Pro tools are designed to improve your work flow, productivity, and organization. Please read this section for highlights of the many features and benefits Pagis Pro provides.

The Pagis Inbox (Figure 1–1) is the main control center for Pagis Pro operations and the default location for scanned documents. It is a special folder with a unique look that is placed on your Windows desktop during installation.

Pagis ToolBar

Enhanced Explorer view with document thumbnails

Pagis SendTo Bar with shortcuts to other programs

Figure 1–1. Pagis Inbox with document thumbnails

Think of the Pagis Inbox as a supercharged Windows folder. It includes all the menu items of a Windows Explorer view as well as a Pagis menu, a Pagis ToolBar, and a SendTo Bar for drag- and-drop operations.

Introduction 1–3

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For organizing your scanned documents, the Pagis Inbox provides several sample Pagis Folders—Business Materials, Finances, Home, Magazine Articles, Photographs, and Recipes. You can change the names of these folders or delete them if you wish.

◆ Pagis Folders

There is only one Pagis Inbox (which is actually a Pagis Folder). However, you can convert any standard Windows folder into a Pagis Folder, which has all the features of the Pagis Inbox.

From the Pagis Inbox or Pagis Folders, you can arrange and organize your scanned documents, launch Pagis tools, and drag documents to the icons on the SendTo Bar where they will open installed applications for word processing, e-mailing, image editing, and other activities.

◆ Pagis ToolBar

The Pagis ToolBar is a standard feature of the Pagis Inbox and all Pagis Folders. It provides access to all the major document management tools and commands in the product.

◆ SendTo Bar

The SendTo Bar is a standard feature of the Pagis Inbox and all Pagis Folders. It shows shortcuts to your favorite applications. and can hold an unlimited number of shortcuts. During installation, Pagis detects the applications on your computer and adds shortcuts for them on the SendTo Bar.

You can then drag and drop a scanned document onto the application's shortcut on the SendTo Bar, or just click the shortcut icon, to open the document in that application.

For example, when you click the MS Word icon, or drag and drop a scanned document onto the MS Word shortcut, Pagis performs OCR (optical character recognition) on the document, launches Word, and places the recognized text and graphics in an open Word document.

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◆ SendTo Bar drag and drop to registration wizard

You can add applications to the SendTo Bar at anytime. Simply drag and drop the application shortcut onto the SendTo bar. This opens the Drag and Drop Registration Wizard so you can register the application with Pagis Pro.

◆ Scanner Setup Wizard

The Pagis Scanner Setup Wizard helps you set up your scanner for use with Pagis and TextBridge, and helps diagnose and solve incompatibilities. You can start the wizard from the Pagis Scan Tool.

◆ Scan and capture high quality color images in extremely

compact file sizes

Only Pagis Pro offers the XIF (eXtended Image File) format, which enables you to store high quality color scans in extremely compact file sizes.

A typical color magazine page, for example, can use less than 100 kilobytes when scanned to XIF. By contrast, a JPEG version of the same file could be as much as five times the size.

Pagis Pro achieves its high compression levels by segmenting scanned images into four layers in the XIF file: the binary (black and white) text layer; the color text layer; the background tint layer; and the color image layer. Each layer is then appropriately compressed.

◆ Scan to and read many popular image formats

In addition to XIF, Pagis Pro can read and write many popular image formats, including BMP, FlashPix, JPEG, and TIFF. For a complete list of supported image formats, see Appendix A, “Supported Programs and File Formats.”

Introduction 1–5

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◆ Web Capture Tool

Pagis allows you to specify a URL address for an Internet shortcut which is saved in your Pagis Inbox or a Pagis Folder, and rendered as a URL Thumbnail. By double-clicking the thumbnail, you launch your browser and go right to the URL address.

◆ Direct scanning to many popular applications

Pagis Pro allows you to scan documents directly into many applications. A partial list includes Microsoft Office Suite applications (such as Word and Excel); Adobe applications (such as PageMaker, PhotoDeluxe, and PhotoShop); Corel WordPerfect Suite applications (such as WordPerfect, Draw, and Quattro Pro); Lotus Smart Suite applications. For a complete list, see Appendix A, “Supported Programs and File Formats.”

◆ Electronic Thumbnails

Pagis allows you to view enhanced thumbnails of your scanned documents in the Pagis Inbox and Pagis Folders. A small icon of the associated application type is displayed in the lower right corner of each thumbnail. You can also choose to show or hide other attributes, such as the name and size of the document, if you wish.

◆ Multimedia Thumbnails

Pagis allows you to browse certain multimedia files within the Pagis Inbox and Pagis Folders. A Play button appears when you select the multimedia thumbnails. You just press the Play button on the thumbnail to play the multimedia file.

The supported multimedia formats are: Audio Interchange File Format (AIFF), Microsoft Sound (WAV), MIDI (MID), MPEG 1 Video (MPG) NeXt/Sun Audio (AI), QuickTime Movie (MOV) and Video for Windows (AVI).

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◆ URL Thumbnails

Pagis allows you to save shortcuts to Internet addresses using the Web Capture tool. These shortcuts are rendered as thumbnails in the Pagis Inbox and Pagis Folders. You can annotate and edit by double-clicking the thumbnail to open it in the Pagis Editor. You can browse to the associated website by double-clicking on the Browse button.

◆ Pagis MiniViewer

Pagis includes a free MiniViewer which you can use to e-mail XIF image files to your friends who use a PC with Windows, but don't yet have Pagis Pro. All they have to do is double-click on the EXE file to open the MiniViewer and display the file.

◆ Color copying

With Pagis Pro and your color scanner, you can scan paper documents into your computer as high-quality color images, then send them to your color printer to make color copies.

◆ Fax your scanned documents

With Pagis Pro, a modem and fax software, you can quickly and conveniently fax text documents, forms, photos and so on. To achieve the best quality image, Pagis Pro enhances the scanned document before it is faxed. Some of the fax applications supported by Pagis Pro are Delrina WinFax and Eclipse Fax. For a complete list of supported fax applications, see Appendix A, “Supported Programs and File Formats.”

◆ View and clean up scanned documents

Using the Pagis Editor, you can view and perform a number of operations on scanned XIF documents. You can zoom, rotate, enhance colors, remove specks and lines, straighten, crop, and reorder scanned pages.

Introduction 1–7

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◆ Add searchable annotations to scanned documents

The Pagis Editor enables you to add comments and draw emphasis to key parts of your scanned documents before distributing them. Some of the annotation tools include margin note, sticky note, highlighter, arrow, line, circle, rectangle, and stamp. You can later search by any text annotations you add.

◆ Edit scanned images

The Pagis Editor includes integrated image editing tools (Windows Paint or other integrated software). These tools enable you to edit scanned images with familiar objects such as eraser, pencil, brush, line, and curve.

◆ Scan a form and fill in the fields

The Pagis Editor enables you to scan forms, fill them in, then print them out. A forms detection tool in the Editor finds the fields, highlights them, then lets you easily navigate to, and type information in each field.

◆ Search and retrieve all documents on your system

The Pagis Search Tool enables you to perform a full text search of the scanned documents and electronic documents, such as Word or Excel, on your system. You can also add keywords to scanned XIF image files so you can easily find them.

◆ Search on the text in annotations

If you add text annotations (such as margin notes and sticky notes) to a XIF image file, you can use the Search Tool to find the documents based on these annotations.

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◆ Search network drives and removable media

Pagis allows you to search and retrieve information not only on your local system, but on network drives, Jaz™ drives, Zip™ drives, floppy disks, and CD-ROMs.

◆ Create and manage multiple search databases

The Pagis Search Database Manager allows you to create and manage Pagis search databases on your system and removable media. The Search Database Manager shows the date and time each was last updated, the update schedule, and the directories and file types in each search database. You can update your search databases manually or you can schedule to automatically update them.

◆ OCR documents with exceptional accuracy

Pagis Pro includes TextBridge Pro, ScanSoft’s award-winning OCR (optical character recognition) software. TextBridge Pro is a

full-featured, highly accurate and easy to use application. The advantage of pro level OCR is that it maintains the original formatting of scanned documents (text, columns, pictures, and tables).

You can access TextBridge Pro from Pagis Pro, or directly as a standalone application.

WHERE TO GO FROM HERE

Proceed to Chapter 2 of this manual for detailed instructions to install and register Pagis Pro software, and to select your scanner.

Chapter 2 also describes how to uninstall Pagis Pro.

Introduction 1–9

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◆ System requirements

◆ Installing and testing your scanner

◆ Installing Pagis Pro software

◆ Where to go from here

SYSTEM REQUIREMENTS

◆ 200 Mhz Pentium™ or compatible microprocessor

INSTALLING PAGIS PRO

This chapter describes the Pagis Pro software installation and setup procedures. Specifically, it covers these topics:

Please read the first three sections before you install the software. When you are ready to begin software installation, please turn to page 2–3.

To install and run Pagis Pro, your PC must be set up to run Microsoft Windows™ 95, Windows 98, Windows NT 4.0, or Windows 2000 Professional, and equipped with the following:

◆ 16 Bit color or better with 800x600 minimum resolution

◆ CD-ROM Drive

◆ 220 Mb (megabytes) of Disk Space

◆ 32 Mb of RAM minimum (64 MB recommended)

for Windows 95/98

◆ 64 Mb of RAM minimum for Windows NT

☞ The more RAM you have, the more efficiently Pagis Pro runs,

particularly when you are scanning and editing large documents.

Pagis Pro User’s Guide 2–1

INSTALLING AND TESTING YOUR SCANNER

Pagis Pro works with many popular desktop scanners. With its support of the TWAIN standard, Pagis Pro can work with scanners and other devices, such as digital cameras, that provide their own TWAIN drivers.

Note Check the Pagis Pro home page on the World Wide Web for the

latest list of supported scanners and digital cameras:

http://www.scansoft.com

Scanners require a TWAIN source driver, which is provided by the scanner or interface card manufacturer. Consult the scanner

documentation for details about installing your scanner, interface card, and driver.

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The basic steps for installing a scanner are to:

1. Install the correct scanner interface card (if one is necessary) in the PC bus. Note that many scanners simply plug into the PC’s standard serial, USB port, or parallel port.

2. Hook up the scanner to the interface card or standard port with the correct cable, and power up the scanner and the PC.

3. Install the TWAIN source driver on your PC hard disk, as directed by the scanner documentation.

4. Test the scanner using software tools provided by the manufacturer. If your scanner runs without Pagis Pro, you can be sure that it is functioning correctly. After the scanner is working, you can install Pagis Pro and link it your scanner to it.

☞ Pagis Pro's Scanner Wizard guides you through the process of

linking your scanner to Pagis. Refer to “Running the Scanner Setup Wizard” in Chapter 4 of this manual which is in Adobe Acrobat (PDF) format on the CD-ROM.

2–2 Pagis Pro User’s Guide

INSTALLING PAGIS PRO SOFTWARE

After you have installed and tested your scanner, you are ready to install Pagis Pro software. This section covers these topics:

◆ If you already have TextBridge

◆ Upgrading from an earlier Pagis version

◆ Running the Pagis Pro setup program

If you are a new Pagis user, go directly to “Running the Pagis Pro setup program” in this chapter.

If you already have TextBridge

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If you have an older version of TextBridge installed on your system, you must uninstall it before installing Pagis Pro 3.0 Millennium.

Refer to the instructions to uninstall TextBridge in the documentation that came with the software.

Note If you have Pagis Pro 3.0, you can uninstall just the TextBridge

Pro 9.0 portion by using the TextBridge uninstall utility located in the TextBridge Programs group under Setup.

Note that if you have saved any training files or recognized text files in the TextBridge Pro folder, they will not be uninstalled.

Upgrading from an earlier Pagis version

It is very easy to upgrade from an earlier version of Pagis, but you should be aware of a couple of things:

Installing Pagis Pro 2–3

First, if you have Pagis Pro 2.0, Pagis ScanWorks, Pagis Pro 97, or Pagis SE, you must uninstall all of Pagis including the TextBridge software that came with it before installing Pagis Pro

3.0 Millennium.

If you have Pagis Pro 3.0, you should uninstall TextBridge Pro 9.0 before installing Pagis Pro 3.0 Millennium. It is not necessary to uninstall Pagis Pro 3.0 since Pagis Pro 3.0 Millennium can install over it.

Second, you can keep your old Pagis search databases and use them with this new version of Pagis Pro. An Upgrader program is provided for this purpose. See the subsection, “Upgrading an old Pagis search database,” for information about how to do this.

Running the Pagis Pro setup program

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To install this new version of Pagis Pro software for Windows 95, Windows 98, Windows 2000, or Windows NT 4.0:

1. It is strongly recommended that you close all the programs and toolbars on your Windows taskbar before inserting the Pagis CD.

2. Insert the Pagis Pro CD into your CD-ROM drive.

An autorun program on the CD-ROM launches the Pagis setup program automatically. An install shield dialog box displays, then the Pagis Main Install screen provides several options such as Install Pagis, View Multimedia Tutorial, and View Release Notes.

☞ If your system is set up to ignore autorun commands, use

Windows Explorer to navigate to the Pagis CD-ROM. At the top-level of the CD-ROM, double-click the Autorun.exe program and display the initial setup screen.

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3. On the Pagis Main Install Window, click Install Pagis Pro.

Note If your system displays a message that you do not have Microsoft

Installer on your system, you should install it and restart your system before installing Pagis.

Depending on your system, a message might inform you that Microsoft DCOM is not installed on your system Figure 2–1).

Click to install Microsoft DCOM if this message displays

Figure 2–1. Microsoft DCOM Information Screen

4. If the Microsoft DCOM Information Screen displays, click OK. Otherwise, go to step 6.

Microsoft DCOM is then installed on your system and you will be asked if you wish to restart your computer.

5. Click Yes to restart your computer.

After you restart your computer and logon again the necessary drivers are installed and the Pagis Pro Welcome screen is displayed (Figure 2–2).

Installing Pagis Pro 2–5

Read the instructions

Click Next to proceed

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Figure 2–2. Welcome dialog box

6. Click Next in the Welcome dialog box.

Pagis checks your system requirements.

If your system does not meet the minimum necessary requirements, a report is displayed and asks whether you wish to continue anyway.

Click No, if you do not wish to continue installing Pagis at this time. Pagis Pro setup will close.

Click Yes if you wish to continue without meeting the minimum system requirements.

Note Check "Systems Requirements" on page 2–1 for the minimum and

recommended disk space, memory and other information for successfully running Pagis Pro.

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