Welcome to the PaperPort software. This guide explains how to use the
main features of your PaperPort software. In addition to this guide, you
can get more information from a variety of sources, as shown in this
figure.
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EXPLORE
APERPORT
P
One-Minute Guide
An online tour of PaperPort features.
This Getting Started Guide
The fastest way to get acquainted
with PaperPort and start using it.
Help
Everything you want to know about
PaperPort—“how-to” procedures,
dialog box reference, and troubleshooting advice.
PaperPort CD
Your source for installing additional
software that works with PaperPort
and printing the documentation.
1
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2
HAPTER
C
ELCOME TO THE PAPERPORT SOFTWARE
1: W
▼
NOTE:
To see the One-Minute Guide and Help, you should first
install the PaperPort 4.0 Deluxe Software on your computer. See the
installation guide that you received with your scanner to install the
software.
This chapter of your
Getting Started Guide
provides a quick overview of
PaperPort’s features. If you’ve used an earlier version of the software, you
can also read this chapter to see what’s new in the PaperPort software.
The whole idea behind the PaperPort software is to help you work more
quickly and efficiently with paper items scanned into your computer.
The next few pages show—at a glance—many of the time-saving
features of the PaperPort software.
V
IEW SCANNED ITEMS TWO WAYS
PaperPort provides two ways to view items: the
View
. Desktop View displays a
thumbnail
Desktop View
and
, a small graphic that
Page
represents each item on the PaperPort Desktop. Page View displays a
close-up of a single page.
Desktop View displays
items as thumbnails.
Page View displays each
item as a full page.
ADD N
OTES
IGHLIGHT AREAS, AND MARK-UP A PAGE
, H
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3
Use the Highlighter
tool to draw the
reader’s attention
to an area.
Circle information
with the Freehand tool.
Use the Sticky Note tool
to add notes like paper
sticky notes.
ADD N
OTES
, H
IGHLIGHT AREAS, AND MARK-UP A PAGE
With the annotation tools in Page View, you can add a sticky note,
highlight text, draw lines or arrows, circle information, or paste a
graphic from another application into a PaperPort item. The following
figure shows a sample of how the tools can be used.
C
OMBINE ITEMS INTO STACKS
Many items that you scan will probably be more than one page. You can
combine the individual pages into a multipage item, called a
stack
. For
example, you could save all of your invoices for a job in one stack named
Invoices, and each page of the stack could be an invoice with its own
name, such as Invoice 12/9/96.
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4
A single page
Stacks
Link Bar
HAPTER
C
ELCOME TO THE PAPERPORT SOFTWARE
1: W
L
INK TO MANY OTHER APPLICATIONS
PaperPort automatically recognizes many other applications on your
computer and creates a “working link” to them. The Link Bar at the
bottom of Desktop View shows icons of those linked applications. To
use a link, you drag an item onto one of the icons. Then, that link’s
application starts, and you can use it with the scanned item. A typical
use of the Link Bar is to scan an item and fax it.
This sample shows many different applications linked to PaperPort.
If PaperPort does not automatically recognize one of the applications on
your computer, you can manually create a link using the Create New
Link command. See the Online Help system for more information
about creating new links.
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Send an item by
dragging and dropping it
onto a link icon. This
example shows dragging
and dropping an item
onto the fax link icon.
When the fax icon is
highlighted, release the
mouse button. Your fax
application starts and
you can send the item
as a fax.
CAN IT AND FAX IT
S
S
CAN
I
TAND FAX IT
If your computer has a fax modem and fax software, you can use the fax
link to quickly send the item as a fax. The fax link is represented by a fax
icon on the Link Bar at the bottom of Desktop View.
5
The link icon for Netscape
Navigator e-mail.
SEND SCANNED ITEMS OVERTHE INTERNET
Using the Netscape Navigator e-mail link you can scan an item and send
it as an e-mail attachment over the Internet. This means that you can
send your scanned items worldwide to anyone who has Internet access.
6CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
SCAN ITAND E-MAIL IT
If you can send e-mail from your computer, you can send any scanned
item as an e-mail attachment, including scanned pages, graphics, and
photos. You can use either the e-mail link icon, or a convenient Send
command to attach an item to an e-mail message.
The e-mail link icon for
Lotus cc:Mail.
FILL INA PREPRINTED FORM
A built-in PaperPort application named FormTyper is designed
specifically for filling in the fields on a preprinted form, such as an
insurance form, registration card, or tax form, which often ask you to
“Please Type the Information.” Using FormTyper, you can type the
information using your computer keyboard (instead of a typewriter),
and then print the filled-in form. The FormTyper icon is on the Link
Bar. Drag a scanned form onto its icon and the form’s fields will be ready
for you to begin typing.
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The FormTyper link
icon.
A word processor link
icon. Dragging an item
onto a link icon starts
PaperPort’s built-in
OCR application, or
you can use your own
OCR application.
CONVERT SCANNED TEXTINTO TEXT THAT YOU CAN EDIT7
CONVERT SCANNED TEXTINTO TEXT THAT YOU
AN EDIT
C
PaperPort can quickly convert the text on a scanned item, which is really
just a picture of the text, into text that you can edit with a word
processing application. PaperPort converts the text using either the
Xerox TextBridge optical character recognition (OCR) application that
comes with PaperPort, or your OCR application if it’s already on your
computer. You can convert the entire item, or using the Copy As Text
command, you can select only a portion of the text to convert.
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SCAN DIRECTLYTO ANOTHER APPLICATION
PaperPort has another built-in application, called ScanDirect, that you
can use to send a scanned item directly to an application without
opening PaperPort. This is a real time saver if you use one linked
application often. PaperPort does not need to be running, and a scanned
item can go directly to the other application.
For example, if you want to scan an item and send it as a fax, click the
fax icon on the ScanDirect Control Panel. As soon as the scanner
finishes scanning the item, your fax software opens, and the item is
ready to be sent.
ScanDirect appears as a separate Control Panel on your computer. This
sample shows the Netscape Navigator e-mail icon selected so you could
scan an item and send it over the Internet.
8CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
SCANTO GETTHE BEST IMAGE
With the PaperPort software, you select a setting that is best for
scanning a particular type of item. The software has scan settings for
items that you want to fax or e-mail, file, convert to text, or for special
items such as business cards, graphics, and photos. You can also
customize the software’s scan settings.
The following sample shows the Scan Settings.
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ORGANIZE ITEMSIN PERSONAL FOLDERS
PaperPort has an easy-to-use filing system for organizing your scanned
items. The filing system consists of folders designed specifically for
holding every item you scan. You can rename folders, create your own
set, or even assign different colors, such as red for items that need
immediate attention.
Personal file folders
in PaperPort
USE SIMPLESEARCHTO FINDAN ITEM9
■ Folders are arranged in a “tree” structure. The tree arrangement is
similar to the one in Windows Explorer.
■ Scanned items are stored in folders. You can simply drag-and-drop the
item onto the folder. When the folder is highlighted, release the mouse
button and the item is stored in that folder.
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■ Folders can be “nested”—that is, stored in other folders. The plus symbol
(+) shows the folder contains other folders. The minus symbol (-)
shows that the other folders are visible.
USE SIMPLESEARCHTO FINDAN ITEM
The PaperPort software has a wide range of options for finding scanned
items. In addition to the standard methods of searching for items by
name, date, or keywords, a powerful PaperPort feature named
SimpleSearch can find items based on the textual content.
For example, if you only remember that the item included the word
“scanner” or the phrase “…elegant scanning,” SimpleSearch can find the
item containing that word or phrase for you. SimpleSearch can find
items this way because it actually reads all of your scanned items and
remembers the textual content.
10CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
You simply enter a word or phrase and SimpleSearch will find the
item(s) that have it. You don’t even have to remember the exact word or
phrase. SimpleSearch can find words or phrases that are close to what
you remember in the item. The following sample shows the dialog box
set to find the phrase “elegant scanning” in your scanned items.
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IMPORT ITEMSFROM OTHER APPLICATIONS
In addition to scanning items, you can bring items into PaperPort in
several different ways:
■ Print to the PaperPort Desktop from another application, such as
Microsoft Excel or Adobe Photoshop.
■ Import files saved in other file formats, such as Windows Bitmap
(BMP) or Tag Image File Format (TIFF).
■ Drag and drop an image file onto the PaperPort folder in Windows
Explorer and convert the file to a PaperPort item.
■ Drag and drop an image file onto the PaperPort icon on the Windows
desktop.
EXPORT ITEMSIN OTHER FORMATS11
EXPORT ITEMSIN OTHER FORMATS
You can export or save PaperPort items in several popular file formats,
such as BMP or TIFF. For example, after you scan a photograph, export
it in PaperPort as a BMP file. You can open that BMP file in an
application that reads BMP files.
VIEW PAPERPORT ITEMSONAN IBM PC OR
ACINTOSH
M
PaperPort Viewer, a separate application, comes with PaperPort and lets
others view PaperPort items without PaperPort. PaperPort Viewer is
available for free on CompuServe, America Online, and the Visioneer
web site at http://www.Visioneer.com. You can also send PaperPort
Viewer to someone else by attaching it to an e-mail message.
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CUSTOMIZE PAPERPORT
You can arrange PaperPort’s tools to suit your individual style of
working. For example, you can move the Command Bar to another part
of the screen, hide the folders, display the Annotation Tool Bar vertically
or horizontally, move it to the other side of the window, and so on. On
the Link Bar, you can reorder the icons so the ones you use most often
appear first, and you can hide the icons that you use infrequently.
12CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
RIGHT MOUSE BUTTON SHORTCUTS
Many of the tools, buttons, and icons in PaperPort have right mouse
button shortcuts. For example, select an item in Desktop View and click
the right mouse button to display a menu for the item. You can choose
commands from that menu instead of the menus in the menu bar.
The following sample shows the shortcut menu for a single item
in Desktop View.
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RELATED TOPICSIN HELP
Each new PaperPort feature is described in detail in the Help system.
From the PaperPort Help menu, choose PaperPort Help Topics to see
the help topics.
CHAPTER 2
Scanning Items
The PaperPort software works with a variety of scanners. Depending on
the scanner you’re using, you can scan small items, such as business
cards, or larger items up to 30 inches (76.2 cm) long. Typical items
include newspaper clippings, reports, magazine articles, brochures,
letters, memos, receipts, canceled checks, business cards, and photos.
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MEMO
PaperPort has special scan settings for a variety of different items so you
can get the best image with your scanner.
This chapter explains how to:
■ Scan a page
■ Adjust the paper return for different types of items
■ Change scan settings
This chapter also explains why you don’t have to save each scanned item
manually.
SALES
REPORT
FAX
13
14CHAPTER 2: SCANNING ITEMS
SCANNINGA PAGE
This section shows how to scan a page using a PaperPort scanner. If you
are using the PaperPort software with another type of scanner, please see
its user manual for instructions.
To scan a page with a PaperPort scanner:
1. Insert the page,
face up, into the
front slot of the
PaperPort
scanner.
Use the page
markers on the
front slot to
center the page.
After a slight pause, the feed mechanism pulls the page into the scanner;
you do not need to push it through. As the page is being scanned, a
preview appears on the screen.
The scanned page appears on the PaperPort Desktop.
1. Rotate the
scanner’s paper
return so it’s set
to scan straight
through.
2. Align the marker
on the scanner
with the straightthrough arrow.
SCANNINGA BUSINESS CARDOR PHOTO15
SCANNINGA BUSINESS CARDOR PHOTO
Because business cards and photographs are usually on heavier paper,
you should set the scanner to feed the paper straight through the feed
slot. In addition, the PaperPort software has special scan settings for
reading the smaller print on business cards or for scanning photographs.
To scan a business card or photo with a PaperPort scanner:
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3. Click Settings on
the Command
Bar, or from the
Edit menu, choose
Preferences.
16CHAPTER 2: SCANNING ITEMS
Make sure the
Scan Settings tab
is selected.
4. If you are
scanning a
business card,
select the option,
Filing Business
Cards.
When scanning
photos, select
Storing Photos
5. Click OK.
6. Insert the item,
face up, into the
front slot on the
PaperPort
scanner.
This example
shows scanning a
business card.
Consolidated Movers
John Smythe
1212 Forbes Blvd.
S.S.F 94110
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The card (or photo) feeds straight through the scanner, and a preview
of the scan appears as the scanning progresses. When scanning is
complete, the item appears on the PaperPort Desktop.
The business card
SCANNINGA BUSINESS CARDOR PHOTO17
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Initially a newly-scanned item will be named “Untitled.” To give the
item a title, see “Giving Titles to Items and Stacks” on page 32.
▼ NOTE: Remember to reset the scan settings if you are scanning
another type of item.
18CHAPTER 2: SCANNING ITEMS
WHY YOU DON’T NEEDTO SAVEA SCANNED ITEM
Every item scanned into PaperPort is automatically saved as soon as you
scan it. As long as you don’t delete the item, you can “scan it and forget
it” because the PaperPort software makes sure that the item is there
when you need it. Any changes that you make to an item, such as
adding a note or giving an item a new title, are automatically saved as
well.
You can also save items in other formats using the Export command.
You can use the Export command to save items:
■ As backup copies
■ If you want to delete an item from the PaperPort Desktop but use it
later on
■ In another file format, such as BMP or TIFF
■ On a floppy disk
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Besides the Export command, PaperPort has an archive link for creating
a backup of selected files or for quickly backing up the entire PaperPort
Desktop. See the Online Help for more information about using the
archive link.
RELATED TOPICSIN HELP
Clean and Straighten Scanned Items
PaperPort Basics, Getting Documents into PaperPort
Use the Scanner, Scan an Item
Use the Scanner, Selecting Settings for Scanning
View Items
CHAPTER 3
Viewing Items
Using PaperPort’s two views for displaying scanned items—Desktop
View and Page View—you can see either the thumbnails of the items in
a folder, or a full page that you can read.
This chapter explains the features of:
■ Desktop View
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■ Page View
■ The Command Bar in both views
19
20CHAPTER 3: VIEWING ITEMS
DESKTOP VIEW
Desktop View shows thumbnails of scanned items and stacks of items.
Use Desktop View to see the items on the PaperPort Desktop or in any
folder.
Command Bar
Folders
Thumbnails of
scanned items
Stacks
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Link Bar
Status Bar
Command Bar—The buttons on the Command Bar are shortcuts for
commands on the menus. For example, clicking the Settings button is
the same as choosing Preferences from the Edit menu and then clicking
the Scan Settings tab in the PaperPort Preferences dialog box. The
Command Bar appears in both Desktop View and Page View.
Folders—You can store items in the folders to organize them. PaperPort
comes with a set of folders already on the PaperPort Desktop, but you
can change their titles, add new folders, delete folders, and change their
colors.
Thumbnails of scanned items—Thumbnails are small representations
of scanned items so you can see them at a glance. To see an item at full
size, use the Page View.
PAGE VIEW21
A stack—After scanning multiple pages, you can combine the
thumbnails of those pages into a stack. For example, if you scan a 10page report, 10 individual pages appear on the PaperPort Desktop. By
combining the pages into a stack, you can work with the report as a
single item. Stack titles appear in bold type above the page titles.
Link Bar—The icons on the Link Bar represent other applications and
functions that work with PaperPort. The icons include links for sending
a scanned item as a fax or an e-mail attachment, reading text from a
scanned item into a word-processing program, entering data into a
preprinted form, and so on. The icons that appear depend on the
applications on your computer. Use the scroll arrows on the Link Bar to
see the other icons.
Status Bar—The Status Bar shows information about the selected
items, the links, or the buttons on the Command Bar.
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Command Bar
Annotation Tool Bar
Status Bar
PAGE VIEW
Page View shows one page at a time. Use Page View to get a close-up
view of an item’s information or to add comments to the page.
22CHAPTER 3: VIEWING ITEMS
Command Bar—The buttons on the Command Bar are shortcuts for
commands on the menus. Notice that some of the buttons in the Page
View Command Bar are different than those in Desktop View.
Annotation Tool Bar—These tools are for adding notes to a page,
highlighting areas on it, cutting and pasting sections, drawing on the
page, and so forth. See Chapter 9, “Annotating a Page,” for examples of
annotations, and how to use the tools.
Status Bar—The Status Bar shows information about the page being
displayed.
SWITCHING BETWEEN DESKTOP VIEWAND PAGE VIEW
While working with PaperPort, you’ll want to switch back and forth
from Desktop View to Page View to work with a single page in Page
View, or with the thumbnails in Desktop View.
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1. Select (click) the
item you want to
see in Page View,
such as a business
card.
2. Click the Page
button.
You can also
double-click the
item to see it in
Page View.
To view an item in Page View:
Click the
Desktop
button.
You can also
choose Desktop
View from the
View menu.
USINGTHE COMMAND BARIN DESKTOP VIEW23
To switch from Page View to Desktop View:
USINGTHE COMMAND BARIN DESKTOP VIEW
To use a button on the Command Bar, click it. If a button does not
apply to a selected item, the button will be gray, and clicking it won’t
have any effect.
Desktop. Switch from Page View to Desktop View.
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Page. Switch from Desktop View to Page View.
Settings. Displays the PaperPort Preferences dialog box where you can
set the scan settings, customize the PaperPort Desktop and folders,
choose options for importing and exporting files, calibrate the scanner,
and change its hardware settings.
Find. Find an item in Desktop View, or find an annotation in Page
View.
Browse. In Desktop View, see a list of items available on the PaperPort
Desktop and in all of the folders. In Page View, see a list of items
available in the currently open folder.
Rotate. Rotate the selected item or page 90 degrees to the right.
24CHAPTER 3: VIEWING ITEMS
Duplicate. Make a copy of the selected item(s).
Stack. Combine selected items into one stack.
Unstack. Unstack the pages of the selected stack.
Unstack1. Unstack only the visible (top) page of the stack. The rest of
the pages remain as part of the stack.
Arrange. Arrange the items on the PaperPort Desktop.
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USINGTHE COMMAND BARIN PAGE VIEW
Several of the buttons that appear in Desktop View also appear in Page
View. However, because Page View displays a single item, buttons for
viewing single items only appear in the Page View Command Bar.
Previous. Displays the previous item on the PaperPort Desktop, or in
the currently open folder.
Next. Displays the next item on the PaperPort Desktop, or in the
currently open folder.
Previous. Displays the previous page in a stack.
USINGTHE COMMAND BARIN PAGE VIEW25
Next. Displays the next page in a stack.
Zoom Out. Reduces the size of the page in Page View.
Zoom In. Magnifies the size of the page in Page View.
▼ NOTE: Two other buttons may appear on the Command Bar. A
Scan button appears if you are using the PaperPort software with
another (non-PaperPort) scanner. Clicking the Scan button starts the
scanning on the other scanner. The other button that can appear on
the Command Bar is labeled OLE Return. It appears when you are
using Windows Object Linking and Embedding (OLE).
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RELATED TOPICSIN HELP
PaperPort Basics, Desktop View
PaperPort Basics, Page View
View Items
Work with Items in Page View
Works with Items on the PaperPort Desktop
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