Nuance PAPERPORT 8.0 DELUXE, PaperPort - 8.0 GETTING STARTED GUIDE

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C O P Y R I G H T S

Copyright © 1999–2001 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 prior written consent from the Legal Department at ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts 01960. Printed in the United States of America and the Netherlands.

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.

TRADEMARK REFERENCES

ScanSoft, PaperPort, PaperPort Deluxe, ScanDirect, FormTyper, OmniPage, OmniForm, and SimpleSearch are registered trademarks or trademarks of ScanSoft, Inc. in the United States and or other countries.

All other products mentioned herein may be trademarks of their respective holders and are hereby recognized.

Copies of pages 120 & 121 of "The Innocents Abroad" by Mark Twain, copyright 1911 by Publisher Grosset & Dunlap that appear in Figure 39 are used with permission of the publisher.

ScanSoft, Inc.

9 Centennial Drive

Peabody, Massachusetts 01960

ScanSoft Europe BV

Randstad 22-139

1316 BW Almere

The Netherlands

PaperPort Deluxe Getting Started Guide

Part Number 50-688001-00A

September, 2001

C O N T E N T S

 

Preface

v

 

Using This Guide

vi

Chapter 1

Installing PaperPort

7

 

System Requirements

7

 

Installing PaperPort

8

Chapter 2

Introduction

9

 

What is PaperPort?

9

 

The PaperPort Desktop

11

 

The Page View Window

11

 

The Desktop Menus and Toolbars

13

 

The Page View Menus and Toolbars

14

 

The Folders Pane

15

 

 

16

Chapter 3

Using PaperPort

17

 

Using Thumbnails

18

 

Acquiring Items

20

 

Filing Items

26

PaperPort Deluxe Getting Started Guide

iii

 

Finding Items

30

 

Viewing Pages

34

 

Annotating Pages

35

 

Touching Up Images

37

 

Sending Items to Another Program

39

 

Sending Items as E-mail Attachments

42

 

Converting Images to Text

43

 

Filling Out Scanned Forms

44

 

Creating Web Pages

45

 

Using ScanDirect

46

Chapter 4

Sample Sessions

47

 

Scan and Save Documents

47

 

Get and Touch Up Photos

54

 

Send Items as E-mail Attachments

58

 

Find Items

59

Chapter 5

Other Programs to Use with PaperPort

65

 

OmniPage

65

 

OmniForm

66

 

Index

67

iv Contents

Preface

Welcome to the PaperPort Deluxe Getting Started Guide. PaperPort is a paper management tool for home and business use that helps you manage and use scanned documents and digital photos. Designed for home and business use, it provides all the basics of desktop organization in one easy-to-learn and easy-to-use program.

From PaperPort, you can:

Scan documents and photos to your desktop for easy access and use with your favorite programs. Simply drag and drop a file onto the program icon and PaperPort automatically converts the file to the preferred format.

Get photos from your digital camera and then make your photos picture perfect. Image editing tools provide all the basics to enhance, crop, rotate, remove red eye and add special effects.

View large, clear thumbnail images of your scanned documents, photos, and other files to quickly find files based on their appearance.

Find all your documents and photos using PaperPort's powerful search tool. Using SimpleSearch™, you can search by content, keywords, or annotations. With scanned documents, PaperPort runs the OCR process to read the documents and then indexes the content to enable quick searching.

Eliminate the need to retype documents. Simply drag a scanned document to your word processing program on PaperPort's Send To bar and PaperPort automatically turns it into editable text.

Easily group related documents and photos as stacked pages, just as you would with papers on top of your desk.

Add annotations, sticky notes, highlights, arrows, and stamps to your documents and photos.

Scan and fill in forms using the FormTyper™ feature. Simply scan in a blank form and PaperPort automatically detects the form fields and lets you fill them in for a perfect form every time.

View electronic documents such as spreadsheet documents in PaperPort even if you do not have the spreadsheet program on your computer.

v

Use the Explorer-like folder system to organize all your documents and photos on your computer or on the network. You can color-code your folders and add any existing folder to PaperPort without moving it within your file system.

Easily capture web pages on the Internet and place them as PaperPort image items (.max files) on your PaperPort desktop.

This guide introduces you to PaperPort and shows you how to get started managing your information. Additional information includes:

Online Help — Comprehensive information on features, settings, and procedures. Help is available on the PaperPort Help menu.

Release Notes — Important information about this release of PaperPort. It is included on the installation CD and on the PaperPort Help menu.

Product Support — Additional technical support, including technical notes, frequently asked questions, software updates, and more is available on the PaperPort Help menu.

Using This Guide

This guide provides you with an overview of PaperPort and how you can use it to meet your scanning and document management needs. It also provides first-time PaperPort users with enough information to install and get started using PaperPort. It assumes you are familiar with basic Windows operations and can install and set up devices such as scanners, printers, and digital cameras.

This guide contains the following chapters:

Chapter 1 Installation Instructions. Explains how to install PaperPort on your PC.

Chapter 2 Introduction. Introduces you to PaperPort, its capabilities, and describes the various elements, such as the window panes, menu commands, and toolbars.

Chapter 3 Using PaperPort. Explains the basic steps to acquire, annotate or edit, and store and send items.

Chapter 4 Sample Sessions. Describes real-life examples of using PaperPort and includes step-by-step instructions.

Chapter 5 Other Programs to Use with PaperPort. Introduces you to other ScanSoft programs you can use with PaperPort.

vi Preface

Chapter 1

Installing PaperPort

This chapter provides information on installing and starting PaperPort. It presents the following topics:

System Requirements

Installing PaperPort

System Requirements

To install and run PaperPort, your Windows-compatible PC must be equipped with the following:

An Intel Pentium or equivalent processor.

Microsoft Windows 95, 98, Me, Windows NT 4.0, 2000, or Windows XP.

32 MB of RAM for Windows 95, 98, and Me; 64 MB is recommended.

64 MB of RAM for Windows NT, 2000, and XP; 128 MB is recommended.

80 MB of free space on your hard drive.

SVGA monitor with 800 x 600 pixel resolution.

7

Installing PaperPort

The PaperPort installation program provides easy step-by-step instructions on every screen.

Before you install PaperPort

1.Close all other programs, including any anti-virus programs.

2.If you are installing PaperPort on Windows NT or 2000, log onto your computer with administrator privileges.

You can install PaperPort from a CD or from the Web.

To install PaperPort from a CD

1.Insert the CD into your CD-ROM drive. The installation program should start automatically. If it does not start, locate your CD-ROM drive in Windows Explorer and double-click the Setup.exe program at the top-level of the drive.

2.Follow the instructions on each screen to install the software.

To install PaperPort from the Web

1.After you have purchased PaperPort and downloaded the installation program to your computer, double-click the PaperPort icon on your Windows desktop to begin the installation.

2.Follow the instructions on each screen.

8

Installing PaperPort

Chapter 2

Introduction

This chapter introduces you to PaperPort in the following sections:

What is PaperPort? — Presents an overview and explains some of the ways PaperPort can help you in both your home and office.

The PaperPort Desktop — Presents the interface to the product.

The Page View Window — Presents that part of the interface you use to work on individual items.

The Desktop Menus and Toolbars— Presents the PaperPort commands and tools.

The Folder Pane — Presents PaperPort folders, that part of the interface you use to organize and maintain your items.

What is PaperPort?

PaperPort is a document management software program. With PaperPort you can:

Collect information from a wide variety of sources such as scanners, digital cameras, e-mail, and the Web.

Organize and store this information on your computer as PaperPort items in folders.

Edit, annotate, and search these items by title and content.

In short, PaperPort can help you manage the information you use both at work and at home.

9

Using PaperPort in the office

Here are two scenarios that show ways PaperPort can help you manage the mountains of paper connected with your business.

Collect data from remote offices for everyone to share

You work for an agency charged with collecting legal paperwork from all across the country. Each local office scans in the paperwork from a case and stores it in an individual folder, adding notations as needed.

When information from a case needs to be shared or reviewed, the local office selects the information, then faxes it to the central office.

Keep track of your expenses

Using PaperPort with a scanner you can scan in all your business-related receipts and store them in folders by date and/or type (meals, airfare, gas, and mileage). At the end of the month pull it all together, transfer the information onto the electronic version of your expense sheet, and e-mail it to the accounting department!

Using PaperPort at home

Everyone from hobbyists to home-office professionals can rely on PaperPort to help manage their photographs and documents. Here are two of the ways PaperPort can help you.

Store and share all your photographs

Collect all your photographs into virtual albums by storing them in PaperPort folders. Scan printed photos and download digital images. Once in PaperPort you can edit the images and move them around into different folders for later viewing. PaperPort helps you share your photos with friends and family by making it easy to attach them to e-mail messages.

Scan magazine and newspaper articles of interest for easy access

Whether your passion is cooking, wooden boat building, photography or knitting, PaperPort makes your life easier. Scan your favorite magazine and journal articles into a PaperPort folder. Months later, when you are in the middle of a project and remember reading an article that contained just the information you need, use PaperPort’s SimpleSearch tool to find the article in question quickly, even if you can’t remember the title!

10 Introduction

Chapter 2

The PaperPort Desktop

When you start PaperPort the Desktop appears. Figure 1 describes the various parts of the Desktop.

Menu Bar

Open menus to display commands.

Command Bar

Click the buttons to choose commands quickly.

Folders Pane

Show the organization of your PaperPort folders.

Send To Bar

Send items to other programs and people.

The Status Bar

See information about the selected item or button.

Desktop Pane with Thumbnails

View, open, arrange, move, copy, and send items in the current folder.

Figure 1. The PaperPort Desktop

The Page View Window

Double-click a PaperPort item thumbnail to view the item. PaperPort displays the item in the Page View window for viewing. You can enlarge or reduce the view for easy reading. You can also annotate and touch up images. Figure 2 shows the Page View window.

The PaperPort Desktop

11

Command Bar

PaperPort item

Image Editing Toolbar

Choose commands

Zoom to enlarge or reduce.

Touch up and crop your images.

quickly.

 

 

Annotation Toolbar

Add notes and other annotations to your items.

Figure 2. The Page View Window

The various documents and photographs you acquire in PaperPort are referred to as items. Images saved in the PaperPort format are referred to as PaperPort image items.

You can also use PaperPort with most other common types of documents such as word documents and spreadsheets. These documents are referred to as text items.

Sample items are included with PaperPort to demonstrate some of the types of items you can keep on the Desktop. One of the sample items, PaperPort Tips, includes current and useful information about PaperPort itself. Double-click its thumbnail to open the item in Page View and read the contents.

You can also use the Desktop to view non-PaperPort items that reside on your computer. Simply copy or move the document or photo into a PaperPort folder.

12 Introduction

Chapter 2

The Desktop Menus and Toolbars

Menus contain the commands you use to perform the PaperPort functions. Toolbars contain graphical “shortcuts” for those commands.

The Menus

The File Menu — Commands to create, file, print, or send items.

The Edit Menu — Commands to cut, copy, paste and delete selected items. You can also Select or Deselect all items in the Desktop or Undo your last edit.

The View Menu — Commands to change how items and parts of your Desktop are displayed.

The Item Menu — Commands to manipulate items.

The Tools Menu — Commands to search for items, add or remove PaperPort folders, and customize PaperPort.

The Help Menu — Commands that give you access to information about PaperPort.

The Toolbars

The Command Bar — Contains shortcuts and drop-down lists for the most commonly-used commands. Additional information about each command appears in the Status bar at the bottom of the Desktop when you place your cursor over the button.

Figure 3. The Command Bar

The Send To Bar — Runs along the bottom of the Desktop and shows programs you can send items to.

You can send an item to another program by dragging and dropping the item onto the desired program’s icon.

The Desktop Menus and Toolbars

13

Figure 4. The Send To Bar

You can add, remove, and rearrange the program icons on the Send To bar.

The Page View Menus and Toolbars

This section describes the menus and toolbars available to you in the Page View window.

The Menus

The File Menu — Commands to create, file, print, or send items.

The Edit Menu — Commands to select either the Image or Annotation toolbars.

The View Menu — Commands to change the view of the item.

The Page Menu — Commands to edit the current page.

The Annotation Menu — Commands to annotate the current page.

The Tools Menu — Commands to find words and set PaperPort options.

The Help Menu — Commands that give you access to information about PaperPort.

The Toolbars

The Image Editing Tools — Tools to adjust and edit the quality, color, and other aspects of a PaperPort image. Among other things you can:

Straighten a page

Sharpen an image

Remove red eye

Crop

14 Introduction

Chapter 2

A brief description of each tool appears in the Status bar along the bottom of your pane when you place your cursor over an icon.

The Annotation Tools — Tools to add a note, add or highlight text, draw lines and arrows, or paste a picture into PaperPort image items.

A brief description of each tool appears in the Status bar along the bottom of your pane when you place your cursor over an icon.

The Folders Pane

The Folders Pane presents a hierarchical view of your PaperPort folders, like the view you see in Windows Explorer. When you open PaperPort for the first time, you will not have any of your own items yet, of course, but PaperPort does come with samples to help you get started.

PaperPort adds the My PaperPort Documents to your Windows My Documents folder. The My PaperPort Documents folder includes sample folders and items, including the Samples subfolder which is opened by default.

Figure 5. The Folders Pane

Note To show or hide the Folders pane, click the Folders button on the Command bar.

The Folders Pane

15

16 Introduction

Chapter 3

Using PaperPort

This chapter introduces you to the many different things you can do with PaperPort and is organized as follows:

Using Thumbnails

Acquiring Items

Filing Items

Finding Items

Viewing Pages

Annotating Pages

Touching Up Images

Sending Items to Another Program

Sending Items as E-mail Attachments

Converting Images to Text

Filling Out Scanned Forms

Creating Web Pages

Using ScanDirect

Note Refer to the PaperPort Help for detailed information about all these topics.

17

Using Thumbnails

One quick way to locate your PaperPort items is to visually browse through the thumbnails on your Desktop. Each thumbnail is a small, graphic representation of your document or photo (Figure 6).

Figure 6. PaperPort Thumbnails

PaperPort shows large, clear thumbnails of all your documents and photos.

With the exception of PaperPort image items (.max) files, each thumbnail appears with an icon that identifies the program in which it was created or is currently associated. This makes it easy and convenient to quickly see and find all different types of items on your computer.

To display thumbnails, on the Command bar, click the Views button and then click

Thumbnails.

Before you can work with an item, you must first select its thumbnail on the Desktop. A red line appears around an item to indicate that it is selected.

While working with thumbnails, you can:

Click a thumbnail to select it.

Drag a thumbnail to reposition it on the Desktop.

Drag a thumbnail to a folder to move the item to that folder.

Double-click a thumbnail to view the item.

Press the Ctrl key and double-click a thumbnail to open the item in its source program.

Right-click a thumbnail to display the item's shortcut menu.

Drag a thumbnail to the Send To bar to send a copy of the item to another program.

18

Using PaperPort

Chapter 3

If your Desktop becomes cluttered and disorganized, you can quickly clean up or rearrange one, two, or all the items on the Desktop.

To straighten up items, right-click the Desktop, and then, on the shortcut menu, click Line Up Items.

To rearrange all items, right-click an empty area of the Desktop, and on the shortcut menu, point to Arrange Items. Then click By Name, By Size, By Type, or By Date.

PaperPort rearranges the thumbnails in neat rows, starting from the upper-left corner of the Desktop, sorted by the selected attribute.

If you scan an item upside down, you can rotate the item. Simply select the thumbnail, and then, on the Command bar, click the Rotate button.

Using thumbnails on the Desktop, you can also easily combine individual PaperPort image items into multi-page items.

This feature is useful as an organizational tool and if you are using a scanner that can only scan a page as a separate item.

To create a multi-page item, simply select a thumbnail and drag it onto another thumbnail.

Figure 7. A Multi-page Item

If you prefer, you can also select items in the order in which you want to stack them in the multi-page item and then click the Stack button on the Command bar.

The first item you select will be placed on top; the last item will be placed on the bottom.

Using Thumbnails

19

Acquiring Items

There are many ways to bring images and pages into PaperPort so that you can use PaperPort’s viewing, editing, annotation, indexing, OCR, and file management tools.

For example, you can:

Scan photos, pages, and other images on a scanning device.

Download photos from a digital camera.

Add folders to PaperPort that already contain images and documents.

Capture a snapshot of a web page.

Import and print files from other programs on your computer.

You can also drag and drop files from other programs to the Desktop, and use Windows Explorer and other Windows tools to help manage your PaperPort items.

Scanning to the Desktop

Use the Scan pane to bring images and documents into PaperPort so that you can use PaperPort’s features.

PaperPort is designed to work with all TWAINand WIA-compatible scanners.

Simply place the item you want to scan in or on the scanner, start PaperPort, and in the Folders pane, click the folder in which you want to scan your item.

On the Command bar, click the Scan button.

20

Using PaperPort

Chapter 3

The Scan pane appears in the left panel, as shown in Figure 8.

Select your scanner

Specify the document type

Click Scan

Figure 8. The Scan Pane

Use your scanner’s program to scan the item. When the scan is complete, you will see your item on the Desktop.

Note If your scanner does not use a TWAIN or WIA device driver, use the program that came with your scanner to get your items into PaperPort. Refer to the PaperPort Help for more information.

Downloading pictures from your camera

To get digital photos from a camera to the Desktop, you can download your photos from a TWAINor WIA-compatible camera.

Install the software driver that came with your camera, connect the camera to your computer, and use the Get Photos pane to download the images to the Desktop.

Then, start the PaperPort program, and in the Folders pane, click the folder in which you want to place your photos.

Acquiring Items

21

+ 49 hidden pages