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PAPERPORT 5.0
User Manual
160 pgs2.06 Mb0
Table of contents
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Nuance PAPERPORT 5.0 User Manual

PaperPort 5.0 Software
User’s Guide
FOR MACINTOSH

COPYRIGHT INFORMATION

mx, PaperPort PowerBar, PaperPort vx, PaperPortation, PaperPort Strobe, ScanDirect, SimpleSearch, SharpPage, and Visioneer are trademarks of Visioneer, Inc. PaperPort, Paper-driven, and the Visioneer logo are registered trademarks of Visioneer, Inc.
Apple, the Apple logo, AppleLink, LaserWriter, and Macintosh are registered trademarks of Apple Computer, Inc. Finder and QuickDraw are trademarks of A pple Computer, Inc. All other products mentioned herein may be trademarks of their respective companies.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer, Inc. The software described is furnished under a licensing agreement. The software may be used or copied only in accordance with the terms of such an agreement. It is against the law to copy the software on any medium except as specifically allowed in the licensing agreement. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to another language, for any purpose other than the licensee’s personal use and as specifically allowed in the licensing agreement, without the express written permission of Visioneer, Inc.
Part Number: 05-0228-000 Photo Credits: Tony Martin
Restricted Rights Legend
Use, duplication, or disclosure is subject to restrictions as set forth in contract subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause
52.227-FAR14. Material scanned by this product may be protected by governmental laws and other regulations, such as copyright laws. The customer is solely responsible for complying with all such laws and regulations.
Visioneer’s Limited Product Warranty
If you find physical defects in the materials or the workmanship used in making the product described in this document, Visioneer will repair, or at its option, replace, the product at no charge to you, provided you return it (postage prepaid, with proof of your purchase from the original reseller) during the 12-month period after the date of your original purchase of the product.
THIS IS VISIONEER’S ONLY WARRANTY AND YOUR EXCLUSIVE REMEDY CONCERNING THE PRODUCT, ALL OTHER REPRESENTATIONS, WARRANTIES OR CONDITIONS, EXPRESS OR IMPLIED, WRITTEN OR ORAL, INCLUDING ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON- INFRINGEMENT, ARE EXPRESSLY EXCLUDED. AS A RESULT, EXCEPT AS SET OUT ABOVE, THE PRODUCT IS SOLD “AS IS” AND YOU ARE ASSUMING THE ENTIRE RISK AS TO THE PRODUCT’S SUITABILITY TO YOUR NEEDS, ITS QUALITY AND ITS PERFORMANCE,
IN NO EVENT WILL VISIONEER BE LIABLE FOR DIRECT, INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN THE PRODUCT OR FROM ITS USE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
All exclusions and limitations in this warranty are made only to the extent permitted by applicable law and shall be of no effect to the extent in conflict with the express requirements of applicable law.
FCC Radio Frequency Interference Statement
This equipment has been tested and found to comply with the limits for the class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and if not installed, and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equirpment off and on, the user is encouraged to try and correct the interference by one or more of the following measures:
• Reorient or relocate the recemng antenna.
• Increase the separation between the equipment and receiver.
• Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
• Consult the dealer or an experienced radio/TV technician for help. This equipment has been certified to comply with the limits for a class B computing device, pursuant to FCC Rules. In order to maintain compliance with FCC
regulations, shielded cables must be used with this equipment. Operation with non-approved equipment or unshielded cables is likely to result in interference to radio and TV reception. The user is cautioned that changes and modifications made to the equipment without the approval of manufacturer could void the user's authority to operate this equipment.
This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.

TABLE OF CONTENTS

Chapter 1: Welcome
Features at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What’s Next . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Chapter 2: Scanning Items
Choosing a Target Application and Scanning . . . . . . . . . . . . . 10
Using the ScanDirect To Menu . . . . . . . . . . . . . . . . . . . . 11
Using the Scan Settings Dialog Box . . . . . . . . . . . . . . . . . 11
Using ScanDirect Function Keys . . . . . . . . . . . . . . . . . . . 12
Selecting Scan Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Selecting PaperPort Desktop Scan Settings . . . . . . . . . . . 15
Selecting the Page Viewer Scan Settings . . . . . . . . . . . . . . 15
Selecting Photocopy Scan Settings . . . . . . . . . . . . . . . . . . 16
Selecting Fax Scan Settings . . . . . . . . . . . . . . . . . . . . . . . 17
Selecting E-Mail Scan Settings . . . . . . . . . . . . . . . . . . . . . 18
Selecting Word Processing Scan Settings . . . . . . . . . . . . . 19
Selecting Image Editing Scan Settings . . . . . . . . . . . . . . . 20
Selecting Other Application Scan Settings . . . . . . . . . . . . 21
Working with Scan Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Scan Mode Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
About Bit Depth and Resolution . . . . . . . . . . . . . . . . . . . 24
Selecting Predefined Scan Modes or Creating Your Own . 25
Scanning Color and Grayscale Items . . . . . . . . . . . . . . . . 28
Scanning to Get the Best Image . . . . . . . . . . . . . . . . . . . . . . . 29
Changing Brightness and Contrast . . . . . . . . . . . . . . . . . 30
Straightening Pages and Removing Black Edges . . . . . . . . 30
Setting the Compression . . . . . . . . . . . . . . . . . . . . . . . . . 31
Setting Paper Insertion Delay and Edge Detection . . . . . . . . . 32
Turning the Communications Port On and Off . . . . . . . . . . 33
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
iii
Chapter 3: Viewing Items
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Viewing Items on the PaperPort Desktop . . . . . . . . . . . . . . . . 36
Starting and Quitting the PaperPort Desktop . . . . . . . . . 37
Moving Items on the PaperPort Desktop . . . . . . . . . . . . . 38
Viewing Items by Icon or Name . . . . . . . . . . . . . . . . . . . 39
Working in the Page Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Starting and Quitting the Page Viewer . . . . . . . . . . . . . . . 41
The Annotation Tool Bar . . . . . . . . . . . . . . . . . . . . . . . . 42
Displaying and Hiding the Annotation Tool Bar . . . . . . . 43
Zooming In or Out on a Page . . . . . . . . . . . . . . . . . . . . . 43
Arranging the Page Viewer Windows . . . . . . . . . . . . . . . . 44
Navigating Between Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Switching Between the PaperPort Desktop and
Page Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Chapter 4: Filing Items into Folders
. . . . . . . . . . . . . . . . . . . . 47
Displaying Folders and Items . . . . . . . . . . . . . . . . . . . . . . . . . 48
Renaming Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Filing Items Into Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Creating Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Adding a Favorite Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Removing a Favorite Folder . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Locating Favorite Folders and Items . . . . . . . . . . . . . . . . . . . . 55
Finding Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Chapter 5: Working with Stacks
. . . . . . . . . . . . . . . . . . . . . . . . 61
Stacking Items on the PaperPort Desktop . . . . . . . . . . . . . . . 62
Using Drag and Drop to Create Stacks . . . . . . . . . . . . . . 62
Using the Stack Command . . . . . . . . . . . . . . . . . . . . . . . 63
Moving Between Pages in a Stack . . . . . . . . . . . . . . . . . . . . . . 64
Unstacking Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Reordering Pages in a Stack . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Inserting a Page into a Stack . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Duplicating Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Creating Stacks When You Scan . . . . . . . . . . . . . . . . . . . . . . 68
iv
Chapter 6: Fine-Tuning Images
. . . . . . . . . . . . . . . . . . . . . . . . 69
Straightening and Trimming Pages . . . . . . . . . . . . . . . . . . . . 69
Cleaning Black-and-White Pages . . . . . . . . . . . . . . . . . . . . . . 70
Rotating Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Sharpening the Focus of an Image . . . . . . . . . . . . . . . . . . . . . 72
Adjusting and Enhancing Images . . . . . . . . . . . . . . . . . . . . . . 73
Adjusting a Picture with the Picture Wizard . . . . . . . . . . 74
Automatically Adjusting a Picture . . . . . . . . . . . . . . . . . . 76
Adjusting a Picture Yourself . . . . . . . . . . . . . . . . . . . . . . . 76
Undoing an Adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Chapter 7: Annotating Items
. . . . . . . . . . . . . . . . . . . . . . . . . . 81
A Look at the Annotation Tools . . . . . . . . . . . . . . . . . . . . . . . 82
Copying, Cutting, and Pasting PaperPort Images . . . . . . . . . . 83
Adding Images from Other Applications . . . . . . . . . . . . . . . . 84
Cropping a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Working with Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Adding Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Collapsing and Expanding Notes . . . . . . . . . . . . . . . . . . . 87
Highlighting Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Adding Freehand Annotations . . . . . . . . . . . . . . . . . . . . . . . . 90
Drawing Lines and Arrows . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Fine-Tuning Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Selecting the Font and Color . . . . . . . . . . . . . . . . . . . . . . 93
Editing Annotation Text . . . . . . . . . . . . . . . . . . . . . . . . . 95
Moving and Resizing Annotations . . . . . . . . . . . . . . . . . . 95
Copying, Cutting, and Pasting Annotations . . . . . . . . . . . . . . 96
Displaying and Hiding Annotations . . . . . . . . . . . . . . . . . . . . 97
Finding Annotations in the Page Viewer . . . . . . . . . . . . . . . . 97
Deleting Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Filling in Forms and Adding Text Using the
Mark-Up Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Filling in Forms Using the FormTyper Software . . . . . . . . . 101
v
Chapter 8: Importing, Saving, and Deleting Items
. . . . . . . . 103
Importing Files from Other Applications . . . . . . . . . . . . . . . 103
Using Drag and Drop . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Importing an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Opening an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Printing from Other Applications . . . . . . . . . . . . . . . . . . . . 107
Saving Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Saving Items in Other Formats . . . . . . . . . . . . . . . . . . . . . . 109
Deleting Folders and Items . . . . . . . . . . . . . . . . . . . . . . . . . 111
Chapter 9: Using the Link Bar
. . . . . . . . . . . . . . . . . . . . . . . . 113
What Is the Link Bar? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Basic Steps for Using the Link Bar . . . . . . . . . . . . . . . . . . . . 116
Photocopying an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Setting Photocopy Preferences . . . . . . . . . . . . . . . . . . . . 117
Photocopying (Printing) Items . . . . . . . . . . . . . . . . . . . . 118
Sending an Item as an Electronic Fax . . . . . . . . . . . . . . . . . . 119
Setting Fax Preferences . . . . . . . . . . . . . . . . . . . . . . . . . 119
Sending an Item as a Fax . . . . . . . . . . . . . . . . . . . . . . . . 120
Sending an Item as an E-Mail Message . . . . . . . . . . . . . . . . . 121
Setting E-Mail Preferences . . . . . . . . . . . . . . . . . . . . . . . 121
Sending an Item by Using E-Mail . . . . . . . . . . . . . . . . . 122
Displaying E-Mail Messages Sent from PaperPort . . . . . 123
Working with a Word Processing Link
(and OCR Software) . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Setting Preferences for the Provided OCR Software . . . . 125
Setting Preferences for a Word Processing Link . . . . . . . 126
Sending an Item to a Word Processor . . . . . . . . . . . . . . 127
Getting the Best OCR Results . . . . . . . . . . . . . . . . . . . . 128
Sending an Item to an Image Editor . . . . . . . . . . . . . . . . . . . 129
Setting Image Editor Preferences . . . . . . . . . . . . . . . . . . 129
Sending an Item to an Image Editing Application . . . . . 130
vi
Managing the Link Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Setting Link Bar Preferences . . . . . . . . . . . . . . . . . . . . . 131
Showing and Hiding the Link Bar . . . . . . . . . . . . . . . . . 132
Starting and Quitting the Link Bar . . . . . . . . . . . . . . . . 132
Adding Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Deleting Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Showing or Hiding Link Icons on the Link Bar . . . . . . . 135
Reordering Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Glossary
Index
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
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CHAPTER 1

Welcome

Welcome to Visioneer’s award-winning PaperPort software with which you can annotate, organize, file, adjust, and find scanned items. This guide explains how to use the PaperPort software. In addition to this guide, you can get more information from a variety of sources:
Table
EXPLORE
APERPORT
P
PaperPort CD
Your source for installing additional software that works with the PaperPort software and printing the documentation.
▼
TIP: You can also directly access Visioneer’s Web site for information
and support. Assuming you have an I nternet pr o vider and that Netscape Navigator is installed on y our computer, choose Go T o PaperPort on the Web from the Visioneer menu. Otherwise, you can find us at http://www.Visioneer.com.
One-Minute Guide
An online tour of the PaperPort software features.
PaperPort Getting Started Guide
The fastest way to get acquainted with the PaperPort software and start using it.
PaperPort Installation Guide
Information about how to install the software and connect and use your scanner.
Help
Everything you want to know about the
PaperPort software—“how-to” procedures,
dialog box reference, and troubleshooting
advice. Choose PaperPort Help from the
Visioneer menu
1
F
EATURES AT A GLANCE
This section gives you a quick look at the key features of the PaperPort software.
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Choose a target application from the ScanDirect To menu or just press a ScanDirect function key.
Scan many types of items.
The scanner can scan most paper items, including newspaper clippings, reports, magazine articles, brochures, letters, memos, receipts, canceled checks, business cards, photographs, and line art.
SALES
REPORT
FAX
Scan items directly to other applications. With ScanDirect you can
scan items directly to different applications—the PaperP ort Desktop, the Page Viewer , electr onic fax software, e-mail softwar e, a wor d processor, an image editor, and more. You can scan an item directly to any PaperPort­supported application on your computer while simultaneously saving a copy on your hard disk for later use.
2
1: Welcome
Select the best scan setting for the item and its use.
With the PaperPort software, you select the scan setting that is best for a particular type of item and how you want to use that item. You can select a scan setting for storing color photos, filing articles, editing text (OCR), faxing items, making photocopies, and filing business cards. You can also customize a mode or create a new mode.
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PaperPort Desktop
View items in two ways.
With the PaperPort software, you can view items in two ways: on the PaperPort Desktop or in the Page Viewer. The PaperPort Desktop displays a
thumbnail
, a small graphic that represents each item. The Page Viewer displays a close-up of a single page at a time. (You can however, open multiple Page Viewer windows at the same time.) The PaperPort Desktop and the Page Viewer are separate applications that you can use alone or together.
Page Viewer
Features at a Glance
3
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Send items already on your computer to other linked applications.
If items already reside on your computer, you can send them directly to other applications by using the PaperPort Link Bar. For example, you can send an item to your electronic fax software or quickly convert an item into text by using your word processing application along with the optical character recognition (OCR) software that came with the PaperPort software. The Link Bar is a separate application that you can use alone or together with the PaperPort Desktop and the Page Viewer.
Send an electronic fax by dragging an item onto the Fax link icon.
Create your own filing system.
To help you get organized, you can file PaperPort items into different folders. The Navigation pop-up menu on the PaperPort Desktop lets you easily navigate to different areas on your Macintosh computer. From the F older directory, you can select the folder containing the items you want to view. You can also create Favorite Folders—folders that you want to use often and that always appear on the PaperPort Desktop. The folders and PaperPort items that appear in the PaperPort Desktop navigation pane directly reflect the folders and items that you have on your Macintosh computer. That means you have the flexibility of creating and managing folders from either the PaperP ort Desktop or the Macintosh desktop.
4
1: Welcome
Navigation pop-up menu.
Directory of folders for the location shown in the Navigation pop-up menu.
Navigation pane.
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Find items quickly.
After you file items safely into folders, y ou can easily find them again by using the F ind D ocument command on the PaperPort Desktop. Additionally, you can identify
an item for quick retrieval by typing information in the Get Info dialog box to associate comments, keywords, or an author’s name with an item.
Features at a Glance
5
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Table
ou can stack all types of items, such as photographs and artwork or pages of a document.
Combine single items into stacks.
Many items you scan will probably be more than one page. You can combine individual items into a multi­page document called a
stack
. For example, to save receipts from a business trip, you scan the receipts, combine the receipts into a stack, and then stack the receipts on a scanned expense report. If you are creating a catalog of photographs, you can scan all the photographs to the PaperPort Desktop, and then catalog them using different stacks. You can stack single pages on the PaperPort Desktop or scan multiple items as a stack.
Import items from other applications on the PaperPort Desktop or in the P age Viewer.
In addition to scanning, you can convert items that are saved in other file formats into PaperPort items. Then you can use all of the PaperPort software features with those items. The following figure shows the various ways of converting items.
can an item.
Create a new item by printing from another Macintosh
1: Welcome
6
application to the PaperPort
Drag and drop an item from another application onto the PaperPort Desktop or Page Viewer Link Bar icon.
Import a file saved in another format, such as PICT, TIFF, GIF, or JPEG.
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Use the Highlighter tool to draw the reader’s attention to an area.
Circle information
ith the Freehand tool.
Use the electronic Note tool to add notes to an item.
Save items in other formats.
You can also save PaperPort items in other popular file formats, such as Joint Photographic Experts Group (JPEG) or Tag Image File Format (TIFF). For example, you can scan a photograph to the P aperPort Desktop and then save it as a JPEG. You can open that JPEG file in an application that reads JPEG files.
Add notes, highlight areas, and mark up a page.
With the Annotation tools in the P age V iew er, you can add a note, highlight text, draw lines or arrows, circle information, or fill in preprinted forms. The following figure shows a sample of how you can use some of the Annotation tools.
Features at a Glance
7
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With Adjust Picture, you control the way a picture looks.
Fine-tune an image.
such as Picture Wizard and Adjust Picture to fine-tune the exposure, color, and tint of an image.
HAT’S NEXT
W
Use the Page Viewer image editing commands,
8
1: Welcome
It’s time to start using the PaperPort software. For information about installing the PaperPort software and using the scanner, see the
Installation Guide
software, see the information about a PaperPort feature, see the remaining chapters of this guide and the PaperPort Help.
NOTE:
▼
share PaperPort items with others even if they do not own the PaperPort software. Others can view PaperPort items by using PaperPort Viewer for Macintosh or Windo ws, which is fr eely available from Visioneer or many popular online services. (Do not install the PaperPort software and the PaperPort Viewer software on the same computer.)
. For a quick overview of how to use the PaperPort
PaperPort Getting Started Guide.
PaperPort Viewer, another application, makes it possible to
For more detailed
PaperPort
CHAPTER 2

Scanning Items

This chapter tells you how to use PaperPort ScanDirect features to scan items directly to the PaperPort Desktop, the Page Viewer, or any supported link application, such as electronic fax, image editing, or OCR software. Basically, all you need to do is:
• Choose a target application
• Scan the item
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The PaperPort software automatically selects appropriate scan settings for each application. However, you can customize the specific settings and scan modes. In this chapter, you will learn how to:
• Choose a target application
• Select scan settings
• Select a scan mode
• Select options to get the smallest file size or best quality image
• Set the paper insertion delay and edge detection
• Turn the communications port on and off
9
C
HOOSING A TARGET APPLICATION AND SCANNING
By default when you scan an item, the P aperPort software places an image of the item on the PaperPort Desktop and automatically saves a copy of the item to your hard disk. By using ScanDirect, you can send scanned items directly to a different target application, such as:
• The Page View er. Immediately see a close-up view of the scanned item. You can modify the image in the Page Viewer, and then save the changes.
• Photocopy. Make a copy of the scanned image on your printer.
• Electronic fax or e-mail software. Send a fax or attach an item to an e-mail message.
• Word processor. Display editable text automatically converted by the PaperPort OCR software.
• Image editor. Fine-tune and enhance a photograph or other art work.
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• Other third-party applications that display the “PaperPort Ready” logo.
• Any supported application installed on your computer.
There are several ways to select a ScanDirect target application:
• Don’t do anything. If you don’ t select a different target application, the PaperPort Desktop is the default target application.
• Choose an application from the ScanDirect To menu located under the Visioneer menu.
• Choose an application from the Scan Settings dialog box.
• Press a ScanDirect function key. The function key you press selects the target application.
• On the Link Bar , drag the link icon representing the target application into the area that says “ScanDirect To.”
10
2: Scanning Items
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U
SING THE SCANDIRECT TO MENU
Use the ScanDirect To menu as a fast way to select a target application and scan an item. This method is appropriate if you do not want to first change scan settings or scan modes.
To use the ScanDirect To menu:
1. From the Visioneer menu (located below the Visioneer icon on the Macintosh desktop menu bar), choose the ScanDirect To submenu, and then choose a target application.
2. Insert the item into the scanner. The scanner scans the item. The PaperPort software converts the image into a compatible format for the target application and opens it in the target application.

USING THE SCAN SETTINGS DIALOG BOX

If you want to first change settings or scan modes and then select a target application, use the Scan Settings dialog box to select scan settings and start the scan. For more information about scan settings, see “Selecting Scan Settings” later in this chapter.
Target Application pop-up menu.
Specific Page Viewer settings.
To use the Scan Settings dialog box:
1. From the Visioneer menu (located below the Visioneer icon on the Macintosh desktop menu bar), choose Scan Settings.
The Scan Settings dialog box appears.
Choosing a Target Application and Scanning
11
2. From the Target Application pop-up menu, choose an application. Scan settings and a scan mode appropriate for the application appear. In the previous figure, the Page Viewer settings appear.
3. Click OK.
4. Insert the item into the scanner. The scanner scans the item. The PaperPort software converts the image into a compatible format for the target application and opens it in the target application.

USING SCANDIRECT FUNCTION KEYS

The ScanDirect function keys are programmed keys that you can use to send a scanned item directly to an application. When y ou press a function key, the PaperPort software uses the scan settings associated with a function key’s target application. The keys are:
• F5 PaperPort Desktop. Sends the scanned item to the PaperPort
Desktop.
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• F6 Page Viewer. Sends the scanned item to the Page Viewer.
• F7 Photocopy. Prints a copy of the scanned item on your printer.
• F8 Fax. Sends the scanned item to your electronic fax software.
• F9 Word Processor. Converts the scanned item using the PaperPort
OCR software, and then opens the item in your word processor.
• F10 Image Editor. Sends the scanned item to the image editing
application supplied with the PaperPort software.
• F11 Settings. Displays the Scan Settings dialog box.
• F12 Show or Hide. Shows or hides the Link Bar on the Macintosh
desktop.
If you press function keys F5–F10, the application associated with the key becomes the selected ScanDirect target application in the ScanDirect To menu and on the Link Bar.
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2: Scanning Items
The PaperPort software automatically selects applications for each key, including the word processor and image editor functions keys. However, you can change an application if you want, or you can disable the function keys.
To scan using a function key:
1. Press a ScanDirect function key.
2. Insert the item into the scanner. The scanner scans the item. The PaperPort software converts the image into a compatible format for the target application and opens it in the target application.
To set function key preferences:
1. From the Visioneer menu, choose Preferences. The Preferences dialog box appears.
2. From the Preferences pop-up menu, choose Other. The Other preferences appear.
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Selects a target word processor for the F9 function key.
Selects a target image editor for the F10 function key.
Activates the ScanDirect function keys.
3. To disable the function keys, deselect the Enable Function Keys checkbox.
Choosing a Target Application and Scanning
13
4. To select a word processor for the Word Processor function key , click the Text button. To select an image editor for the Image Editor function key, click the Image Editor button. A dialog box appears asking you to select the target application. The following figure shows the dialog box that appears when you choose a word processor. The applications available in the pop-up menu depend on the applications installed on your Macintosh computer.
Target pop-up menu.
5. From the Target pop-up menu, choose an application and click OK. The selected application name and icon appear in the Preferences dialog box.
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SELECTING SCAN SETTINGS

Each target application has a set of scan settings that defines the way the scanner works and how the PaperPort software handles the scanned image. The PaperPort software chooses default settings that are often the most appropriate for a target application. H o wever, if you want to change the settings, use the Scan Settings dialog box. This section tells you how to select scan settings for a specific target application. For information about selecting scan modes (also defined in the Scan Settings dialog box), see “Working with Scan Modes” later in this chapter.
▼ TIP: There are three ways to display the Scan Settings dialog box:
(1) Press the button on the left side of the scanner to display the settings; (2) Choose Scan Settings from the Visioneer menu; (3) Press the F11 function key.
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2: Scanning Items
Target Application pop-up menu.
Prompts for the next page when you want to scan a multi-page item, and then creates a stack of the pages on the PaperPort Desktop.

SELECTING PAPERPORT DESKTOP SCAN SETTINGS

If you want to scan several pages and automatically create a stack of the pages on the PaperPort Desktop, select the Multiple Scan option in the PaperPort Desktop scan settings.
To select PaperPort Desktop scan settings:
1. From the Visioneer menu, choose Scan Settings. The Scan Settings dialog box appears.
2. From the Target Application pop-up menu, choose PaperPort Desktop. The PaperPort Desktop settings appear.
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Restores the default settings.
3. Select the scan settings you want to use and click OK.

SELECTING THE PAGE VIEWER SCAN SETTINGS

The Page Viewer scan settings provide options for creating a new item when you scan or stacking the scanned item onto an item currently open (active) in the Page Viewer.
Selecting Scan Settings
15
w
Target Application pop-up menu.
To select the Page Viewer scan settings:
1. From the Visioneer menu, choose Scan Settings. The Scan Settings dialog box appears.
2. From the Target Application pop-up menu, choose the PaperPort Page View er . The Page Viewer settings appear.
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Creates a new item
hen you scan.
Restores the default settings.
Stacks the item that you scan onto the item currently displayed in the active Page Viewer window.
3. Select the scan settings you want to use and click OK.

SELECTING PHOTOCOPY SCAN SETTINGS

When you choose Photocopy as the target application, the PaperPort software scans a copy of the item to your printer software and prints the item, just like a photocopy machine.
2: Scanning Items
16
To select Photocopy scan settings:
T
1. From the Visioneer menu, choose Scan Settings. The Scan Settings dialog box appears.
2. From the Target Application pop-up menu, choose Photocopy. The Photocopy settings appear.
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arget Application pop-up
menu. Prompts for the next page when
you want to print a multi-page item.
Displays the Print dialog box, so that you can make selections before you print.
Customizes the scan mode. Saves a copy to the Favorite
Folder you specify.
Shrinks images that have printable material extending to the edge of the paper, so that the entire image is printed.
3. Select the scan settings you want to use and click OK.

SELECTING FAX SCAN SETTINGS

The Fax scan settings let you choose a fax package and other fax features. This feature is available only if your computer has fax software and a modem.
Selecting Scan Settings
17
Prompts for the next page when you want to fax a multi-page item.
Shrinks images that have printable material extending to the edge of the paper, so that the entire image is printed.
To select Fax scan settings:
1. From the Visioneer menu, choose Scan Settings. The Scan Settings dialog box appears.
2. From the Target Application pop-up menu, choose Fax. The Fax settings appear.
Saves a copy to the folder you choose.
Sets options specific to the fax software you use.
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Identifies the fax package you want to use.
Restores the default settings.
3. Select the scan settings that you want to use and click OK.

SELECTING E-MAIL SCAN SETTINGS

The E-Mail scan settings let you select the format of the attached scanned item. For example, if you choose PaperPort, the item is attached to the e-mail message as a PaperPort item. If the recipient does not have the PaperPort software or PaperPort Viewer, save the item in a different format.
To select E-Mail scan settings:
1. From the Visioneer menu, choose Scan Settings. The Scan Settings dialog box appears.
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2: Scanning Items
Prompts for the next page when you want to scan and send a multi-page item.
2. From the Target Application pop-up menu, choose the e-mail package you want to use. The e-mail settings appear. The following example shows settings for AOL mail.
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Selects the format for the attached item.
Use the Editing Text scan mode when you scan a document that you want to convert to editable text.
Saves a copy to the folder you choose.
3. Select the settings you want to use and click OK.

SELECTING WORD PROCESSING SCAN SETTINGS

When you select word processing scan settings, you select the format of the item that is sent to your word processing application.
To select word processing scan settings:
1. From the Visioneer menu, choose Scan Settings. The Scan Settings dialog box appears.
2. From the Target Application pop-up menu, choose a word processing application. The word processing settings appear for the selected word processor. The following figure shows settings for ClarisWorks.
Select the format for the file that is sent to the word processor.
Selecting Scan Settings
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Use the Storing
w
Photos scan mode
hen you scan a color
item.
3. Select the settings you want and click OK.

SELECTING IMAGE EDITING SCAN SETTINGS

With the image editing scan settings, you select the format of the item that is sent to your image editing application. The default scan mode for an image editor assumes you are scanning a color image.
To select Image Editing scan settings:
1. From the Visioneer menu, choose Scan Settings. The Scan Settings dialog box appears.
2. From the Target Application pop-up menu, choose your image editing application. The image editing settings appear for the selected image editor. The following figure shows settings for PhotoEnhancer.
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Select the format for the file that is sent to the image editor.
3. Select the settings you want and click OK.
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SELECTING OTHER APPLICATION SCAN SETTINGS

In addition to the previously mentioned applications, you can scan items directly to other supported applications on your Macintosh computer. Many of your applications automatically appear in the ScanDirect To menu and the Scan Settings dialog box. The PaperPort software selects logical default scan settings for each application, such as selecting a word processor file format for a target word processing application. You can change the settings for a target application in the Scan Settings dialog box, if you want.
▼ NOTE: If an application name does not appear in the ScanDirect To
menu and Scan Settings dialog box, and it is supported by the PaperPort software, you can add it as an application link. After adding it as a link, its name appears in the ScanDirect To menu and Scan Settings dialog box. For more information, see Chapter 9, “Using the Link Bar.”
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WORKING WITH SCAN MODES
The scan mode helps to define each target application’s scan settings.
Usually, you do not need to change the scan mode associated with a target application. But at times, you may want to select a different mode or
create a new mode. For example, assume you want to make a photocopy of a color document. The mode associated with Photocopy scans in black and white. To scan a color page and then print it on a color printer, you should select Storing Photos for the Photocopy target application.
From the Scan S ettings dialog box, you can select predefined scan modes, customize predefined scan modes, and create new scan modes. The scan mode determines the sharpness of the image and the number of possible shades of gray or color. These selections affect the speed of the scan and the file size. The following table describes the different predefined scan modes.

Working with Scan Modes

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Scan Mode Setting
Filing Articles
Editing Text (OCR)
Filing Business Cards
Making Photocopies
To Scan Description
Newspaper and magazine articles, receipts, forms, and other text items
Business letters, contracts, memos, and other documents that you want to edit
Business cards and other documents with small or fine text
Pages with many graphics, or mixed graphics and text, line art, or photos that require a quick scan
Provides the fastest scan time and smallest file size. This is the PaperPort software default setting for scanning to the PaperPort Desktop.
Enhances the use of OCR software for converting image text to editable text. Provides higher quality and a larger file size than the Filing Articles scan mode.
Provides the best setting for cards linked to other applications, such as a contact database. Pro vides the highest quality text setting.
Creates a reasonable scanned image in a file that is not too large.
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Storing Photos
Photographs and color images
Provides the ideal setting for color images, image editing, desktop publishing, and high-quality output. Results in a color scan with slower scan time and a larger file size.
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