Nuance PAGIS PRO 3.0 MILLENNIUM User Manual

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COPYRIGHT INFORMATION

Copyright © 1996–2000 by ScanSoft, Inc. All rights reserved. No part of

 

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

 

© SCANSOFT, INC.

 

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

Pagis Pro User’s Guide

iii

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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Index

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

Table of Contents

v

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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Index

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

Table of Contents

vii

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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Index

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

x

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Index

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

Contents Index

PREFACE

Welcome to Pagis Pro from ScanSoft, Inc. Pagis Pro is your all- in-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 USERS 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

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Contents Index

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.

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

Note

Introduces information of special note about the

 

current topic. There are borders above and

 

below the noted text.

xiv

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RELATED DOCUMENTS

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

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

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

Pagis Activity Guide—This is an interactive guide which allows 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

Contents Index

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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Contents Index

1

INTRODUCTION

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

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 Pro,” for installation instructions.

WHAT IS PAGIS PRO?

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

Contents Index

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

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

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Contents Index

PAGIS PRO FEATURES

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

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.

Standard Menu bar (Pagis menu is added)

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

Contents Index

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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Contents Index

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

Contents Index

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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Contents Index

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

Contents Index

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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Contents Index

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

Contents Index

2

INSTALLING PAGIS PRO

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

System requirements

Installing and testing your scanner

Installing Pagis Pro software

Where to go from here

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.

SYSTEM REQUIREMENTS

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:

200 Mhz Pentium™ or compatible microprocessor

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.

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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.

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.

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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

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:

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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

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).

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Read the instructions

Click Next to proceed

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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Read the instructions

Uncheck the box beside any component you do not want to install

Click Next to proceed

If your system meets the minimum requirements, or if you choose to continue installing Pagis without meeting the minimum requirements, the Pagis Pro Software License Agreement is displayed in a scrolling window.

7.Read the license agreement, then:

Click No if you do not accept the license agreement. Pagis Pro setup will close.

Click Yes to proceed with installation. The next screen lets you specify the Setup Type—Typical or Custom.

8.Specify the Setup Type—Typical or Custom—then click Next.

Select Typical to install all Pagis Pro components. This is recommended. After you click Next, go directly to Step 10.

If you have limited space on your hard drive, you can choose Custom. After you click Next, the Select Components dialog box appears (Figure 2–3).

Figure 2–3. Select components to install

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9.Deselect any components you do not want to install, then click Next to continue.

The Choose Destination Location dialog box appears (Figure 2–4).

Read the instructions

Click Next to proceed

Figure 2–4. Choose Destination Location dialog box

10.Specify a different installation drive and directory if necessary, then click Next.

The next screen lets you specify the components to be installed. The Select Program Folder dialog then appears (Figure 2–5).

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Read the instructions

Name of the Pagis

Program Folder

Existing programs

Click Next to proceed

Figure 2–5. Select Programs Folder dialog box

11.Accept the default name or type another name for the folder in which Pagis is to be installed, then click Next.

The setup program now installs Pagis Pro program files on your Start menu.

After all program files are installed, a dialog box appears so you can indicate where to create the Pagis Inbox (Figure 2–6).

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Read the instructions

Click Next to proceed

Figure 2–6. Choose Pagis Inbox destination location dialog box

12.Accept the default location or browse to the destination drive where you wish to create the default Pagis Inbox.

13.Click Next on the Choose Destination Location dialog box to finish installing Pagis.

This installs all of the selected program files, the PDF documents, adds all of the Registry entries, and creates the Start Menu entries. The electronic registration dialog box then appears.

14.Complete the electronic registration.

Follow the instructions in the electronic registration screens. If you do not have a modem or fax machine, you can click a Print Mail Form button from the electronic registration program and mail it to ScanSoft, Inc. Alternatively, you can click Cancel to exit the screen. You will be reminded to register in two weeks.

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Note It is highly recommended that you register your copy of Pagis Pro. This assures that you are kept up-to-date on software updates and upgrades.

After you either fill out the registration screen or cancel it, the

Installation Complete dialog box appears (Figure 2–7).

Read the instructions

These boxes, if checked, run the Multimedia Tutorial and display the Readme file

Click Finish when you are done

Figure 2–7. Installation Complete dialog box

You have two options on the Installation Complete dialog box, You can choose to Run the Multimedia Tutorial, or View the readme file. You can uncheck the box beside any of the options you wish to skip at this time.

If you choose Run the Multimedia Tutorial, follow the onscreen instructions to view an animated tour of Pagis Pro.

If you choose View the Release Notes, the Pagis Release Notes file opens. This document contains up-to-date information such as scanner notes, the latest supported scanners and cameras, and application notes about Pagis.

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It is recommended that you read the Release Notes for any last minute information that may affect the way your system configuration or scanner run with Pagis.

Click Finish on the Installation Complete dialog box to finish the installation process. A dialog box then appears, recommending that you restart your system.

You must restart your system before using Pagis Pro.

15.In the dialog box, specify whether you want to restart your PC now or later, then click OK.

After you restart your computer, Pagis Pro setup is complete and ready to use.

Upgrading old Pagis search database

During the uninstall of previous version of Pagis, you are asked whether you wish to save your old Pagis search database. If you save an old search database from an earlier version of Pagis, you can update it for use with this release of Pagis Pro. To do so, install the new version of Pagis, then follow these steps:

1.Choose 'Yes' when asked during installation whether you wish to maintain your old Pagis search databases.

After Pagis Pro finishes installation, you can run the Upgrader program which updates old Pagis search databases.

2.Continue installing Pagis Pro as per directions later in this chapter.

3.Once installation is complete, locate the Upgrader program you need.

There are two Upgrader programs in the software package.

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The program Upgrader.exe is used to upgrade Pagis search databases from Pagis 97 and Pagis SE to Pagis Pro 3.0 Millennium, while Upgrader2.exe is used to upgrade search databases from Pagis 2.0 and Pagis ScanWorks to Pagis Pro 3.0 Millennium.

Note It is not necessary to run the special utility to update the Pagis

Pro 3.0 search databases for Pagis Pro 3.0 Millennium.

These upgrade files are located in the installation directory that you specified for Pagis Pro.

4.Double-click on the Upgrader.exe or (Upgrader2.exe) program to run it.

A message box informs you that Pagis Pro has detected an old Pagis search database, and asks if you want to convert it (Figure 2–8).

Click to upgrade your old search databases

Figure 2–8. Upgrader detects old Pagis Search Database

5.Click Yes.

The Pagis Search Database Upgrader dialog box informs you that Pagis is converting your old search database to the new version.

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The contents of the files, and the Author, Title, and Keyword information are being merged into the new search database. This process can take awhile depending on the number and size of files in the database.

When the upgrade is completed, another message informs you that the upgrade was successful (Figure 2–9).

Click to close the Upgrader and complete the operation

Figure 2–9. Upgrader shows that the conversion was successful

The new Pagis search database is now available with all of Pagis

Pro's search and retrieval tools.

6.Click OK to complete the operation.

You can now use the upgraded search database with Pagis Pro.

Please refer to “Pagis Search Database Manager and Update Tool” and “Search Tool” in Chapter 4 of this manual. This chapter is in Adobe Acrobat (PDF) format on the CD-ROM.

WHERE TO GO FROM HERE

With Pagis Pro fully installed, you are ready to begin using the product.

Please refer to Chapter 3 of this guide. It is designed to help you learn the primary features of Pagis Pro.

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UNINSTALLING PAGIS PRO

To restore your PC to the state it was in before you installed

Pagis Pro, use the following procedure.

Note Any Pagis documents that you created after installation are not removed by uninstalling Pagis Pro. If any of these documents were stored in the Pagis Inbox folder, the folder is not removed either.

1.Close all active applications, including the Pagis Inbox.

2.From the Start Menu, click on Settings, then click on Control Panel.

3.Find Add/Remove Programs, then double-click the icon to open the Add/Remove Programs dialog box.

3.Scroll down to find Pagis; select Pagis, then click the Add/Remove button.

A message asks whether you are sure you want to completely remove Pagis and all its components.

4.Click Yes to continue the uninstall process.

A progress dialog box appears, indicating the items that are being removed from your system.

The first item is “Shared program files.” These are system-level files that Pagis Pro installs. Because these are system-level files, the Uninstall Utility displays another dialog box to confirm the removal of these shared files.

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5.In the Remove Shared File dialog, click Yes To All only if you know the files are not be sing used by another program; click No to All if you don't know whether any of the shared files are being used by another program. Click Yes again to confirm.

The uninstall process continues. When the process is completed, an “Uninstall completed” message is displayed.

6.Click OK.

This displays a message recommending that you restart your computer.

7.Click OK.

This displays a Restarting Windows dialog box.

Note that the dialog box message indicates that you must reboot your system to clean up all files that were in use during the uninstall process.

8.Click OK to finish the Uninstall process.

If you select the Yes option, your system reboots automatically at this stage (Recommended).

If you select the No option, make sure to reboot your system as soon as possible to finish the Pagis Pro uninstall process.

After you reboot, a Pagis cleanup utility program runs automatically.

Note You should use this procedure to uninstall an old version of TextBridge before you install a new version of Pagis.

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3

LEARNING PAGIS PRO

Assuming that you successfully completed the setup steps in Chapter 2, you are ready to learn more about Pagis Pro. This chapter provides step-by-step instructions to get you started, presenting the following topics:

Pagis Inbox—The Pagis Control Center

Pagis ToolBar

Pagis SendTo Bar

Pagis Folders

Scanning a Document

Copying a Document

Faxing a Document

E-mailing a XIF image

Refining and Annotating an Image

Scanning and Typing into a Form

Scanning a Document into a Text Application

Searching for a document

Performing OCR on a document

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PAGIS INBOX — THE PAGIS CONTROL CENTER

When you installed Pagis Pro, the Setup program places the Pagis Inbox icon on your Windows desktop. The Pagis Inbox is your main control center for accessing and using the Pagis tools and features.

Think of the Pagis Inbox as a greatly enhanced Windows folder. It has all the usual features of a Windows folder, plus access to all the Pagis tools.

To open and view the Pagis Inbox folder (Figure 3–1), double-click the Pagis Inbox icon on the Windows desktop.

Standard menus and tools (Pagis menu is added)

Pagis ToolBar

Enhanced Explorer view ('thumbnail' pictures of scanned images and text documents can be shown)

Pagis SendTo Bar with shortcuts to programs on your PC

Figure 3–1. Pagis Inbox in Thumbnail View

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The Pagis Inbox can display scanned and electronic documents (Word, Excel, and so on) as Thumbnails, miniature views of the actual documents. Each thumbnail has a small icon on its lower right corner that identifies the file type (such as Pagis, Word, or Excel).

A Size tool in the Pagis Inbox allows you to increase or decrease the size of thumbnails.

In addition to the standard Windows menus and commands, toolbars and views, the Pagis Inbox folder includes these extras:

the Pagis ToolBar

the Pagis SendTo Bar

Pagis Folders

Pagis ToolBar

The Pagis ToolBar (Figure 3–2) is the most convenient way to launch Pagis Pro tools. Just click an icon to open the tool.

Click any icon to launch the related Pagis tool

Figure 3–2. Pagis ToolBar

The Pagis ToolBar tools are described in Table 3–1.

Table 3–1. Pagis ToolBar Tools

Click

To Launch The

 

Appropriate application for the

 

selected document type—for

 

example, if you have a Word document

 

selected, the document opens in Word.

 

 

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Table 3–1. Pagis ToolBar Tools (cont.)

Click

To Launch The

 

 

Scan Tool—which has Scanner, Copier,

 

and Fax options to perform all of these

 

tasks.

 

You can also run the Scanner Setup

 

Wizard from the Scan Tool. This tool

 

helps you diagnose and fix scanner

 

problems.

 

 

 

 

Web Capture Tool— to store

 

snapshots of web sites in Pagis (XIF)

 

documents, which you can use as

 

shortcuts to the actual web site by

 

clicking an attached Browse button.

 

Like any Pagis document, you can also

 

edit and annotate the captured web page

 

in the Pagis Editor.

 

 

 

 

Search Tool—to locate your files by

 

text content, title, author, or keyword on

 

any hard drive, removable drive, or CD-

 

ROM on your system.

 

 

 

 

Keywords Tool—to add title, author,

 

and keyword information to a document.

 

Later you can find the document by

 

searching on any of these data.

 

 

 

 

Thumbnail Size Tool— to increase or

 

decrease the size of thumbnails in the

 

Pagis Inbox and Pagis Folders.

 

 

 

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Pagis SendTo Bar

The Pagis SendTo Bar (Figure 3–3) is a standard component of the Pagis Inbox.

Also during installation, Pagis looks for all the applications on your computer and adds shortcuts for them to the SendTo Bar.

Drag a scanned document to any shortcut on the SendTo Bar to import it to an application

Figure 3–3. SendTo Bar

The SendTo Bar provides a powerful, fast and convenient way to import scanned documents to the other applications on your system.

It is very easy to add applications to the SendTo Bar. Simply click and hold on the application’s icon in Windows, then drag it to the SendTo Bar. The Create New Shortcut wizard appears. Follow the wizard’s directions to add the application’s shortcut to the SendTo Bar.

Following are several examples of the results when you drag and drop a scanned document to a program on the SendTo Bar:

TextBridge Pro—Pagis Pro sends the document to TextBridge Pro, which opens and provides tools to achieve excellent OCR results. In TextBridge Pro, after OCR is complete, you can save the results to a file in one of many supported text formats.

Microsoft Word—Pagis Pro first sends the document to TextBridge Pro, which performs document recognition and converts it to Word format in the background. Then TextBridge launches Word and pastes the recognized elements (text, tables and graphics) into the open Word document, ready for editing.

Right-click on a document, keep the mouse button pressed, and drag it to Word (or any other text program), to access a dialog box of OCR settings to control the TextBridge OCR process. Otherwise, the default OCR settings are used.

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Pagis Folders

Netscape Navigator—Pagis Pro sends the document to TextBridge Pro, which performs document recognition and converts it to HTML format. Then Navigator opens automatically and displays the converted document.

Pagis Pro’s SendTo Bar works similarly with a large number of Windows applications. See Appendix A, “Supported Programs and File Formats,” in Chapter 4 of this manual which is in Adobe Acrobat (PDF) format on the CD-ROM.

To extend the availability of Pagis Pro tools in your Windows file system, you can convert any standard folder to a Pagis Folder.

A Pagis Folder has all the same tools and features as the Pagis Inbox—ToolBar, SendTo Bar, Thumbnails, and so on. However, there can only ever be one Pagis Inbox. The Pagis Inbox icon always resides on your desktop.

Six default Pagis Folders are automatically included in the Pagis Inbox—Business Materials, Finances, Magazine Articles, Photography, and Recipes. You can rename these folders to suit yourself, and you can covert any Windows folder to a Pagis Folder. Pagis Folders can reside anywhere on your system.

SCANNING A DOCUMENT

To scan a hard copy document into Pagis Pro, use the Scan button on the Pagis ToolBar, as follows.

Note The first time you use the Scan Tool, the Scanner Setup Wizard runs automatically. This utility guides you through the steps of making sure your scanner is correctly set up to work with Pagis and TextBridge. For more details about this utility, please refer to Chapter 4, "Running the Scanner Setup Wizard".

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1.Place the page(s) to be processed into the scanner.

If you have a scanner with an automatic document feeder, you can load a stack of pages. If you have a flatbed scanner, place the first page of the document on the platen.

2.Click the Scan icon on the Pagis ToolBar to display the Scanner tab (Figure 3–4).

Specify the document type

 

 

 

Click to start scanning

 

 

 

 

Scan to an image file, or select from a list of applications to which to scan directly

Click to specify scanner settings, refinements, and file attributes

Click to run Scanner

Setup Wizard

Figure 3–4. Scanner tab in the Scan Tool

3. Select the page type of the document to be scanned.

The Any Document page type is the default and works well for most documents.

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4. Click the Scan button on the Scanner dialog box.

With most flatbed scanners, Pagis Pro can perform a two-pass scan. This optimizes binary (black and white) scanning for the text layer and color scanning for the graphics layer. If you select Letter as the page type, or Photograph, Pagis Pro will only perform a one-pass scan. This is because Pagis Pro does not need to segment the resulting file into multiple layers.

As the page is being scanned, a Scanner Progress dialog box tracks scanning status. After the page is scanned, additional buttons appear on the dialog box, allowing you to scan more pages or end the job and save the scanned image (Figure 3–5).

Click to scan the next page of the document

Scanned page is shown here

When all pages are scanned, click to save the document

Figure 3–5. Scanner Progress dialog box

5.To continue scanning go to Step 6. To end scanning and save your document, go to Step 8.

6.Insert the next page into the scanner, and click the More Pages button.

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A More Pages dialog box appears allowing you to select a different page type for this next page (Figure 3–6).

Click to scan the next page of the document

Select a different page type if necessary

Figure 3–6. More Pages dialog box

7.Specify the page type for the next page, and click the Scan button.

Continue from Step 5 to scan additional pages.

8.On the Scanner Progress dialog box (refer to Figure 3–5), click the Save button.

By default, the document is saved as a XIF file in the Pagis Inbox with the name:

pagetype.xif

Where pagetype is derived from the actual page type name. In the case of the Any Document page type, the file name would be:

Pagis Document.xif

Also, after the file is stored in the Pagis Inbox (or other destination folder), Pagis automatically opens the folder on your desktop, and selects the file for you.

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COPYING A DOCUMENT

When you direct Pagis Pro to copy a document, it automatically does so in two stages: scanning the original document; then printing it to the specified printer.

Pagis Pro can make very good quality copies using practically any supported scanner/printer combo. However, if you have both a color scanner and a color printer, Pagis Pro can make excellent color copies.

To make a copy, use the following steps:

Note This procedure assumes that you have properly connected the scanner and printer to your PC.

1.Place the document to be copied in the scanner.

2.Click the Copy tool on the Pagis ToolBar.

This starts up the Pagis Scan Tool with the Copier tab in front (Figure 3–7, next page).

3.On the Copier tab, specify the copy job.

Number of copies: Click in the large number display area, and type the number of copies. Alternatively, click the button next to the number display to increment the number.

Reduce/Enlarge: Leave on Reduce To Fit unless you have a specific size in mind. With this setting, the page is slightly reduced to accommodate the built-in margins in printers.

Enhance Text and Pictures: Click this on only if you are copying a document with photographs. With text-only documents, leave this off.

Collate Copies: Click this on if you are scanning more than a one-page document.

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