PaperPort mx, PaperPort PowerBar, PaperPort 3000, PaperPort 6000, 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.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer , I nc. The software described is furnished under
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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
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Part Number: 05-0292-000
Photo Credits: Tony Martin
Restricted Rights Legend
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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
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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.
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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 receiving 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.
Welcome to the PaperPort Deluxe Software. This guide explains how to
use the main features of your PaperPort software. In addition to this
guide, you can get more information fr om a v ariety of sour ces, as sho wn
in this figure.
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EXPLORE
P
APERPORT
One-Minute Guide
An online tour of PaperPort features.
This User’s 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
online 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 software on your computer. See the installation
guide that you received with your scanner to install the software.
This chapter of the User’s Guide provides a quick overview of
PaperPort’ s featur es. If y ou’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 wor k mor e
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.
CANNING ITEMS
S
The PaperPort software works with a variety of scanners. Depending on
the scanner you ’re using, you can scan small items, such as business car ds,
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 color photos.
MEMO
SALES
REPORT
FAX
PaperPort has special scan settings for a variety of different items so you
can get the best image with your scanner. For more information about
scanning items, see the Installation Guide that came with your scanner.
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IEW SCANNED ITEMS TWO WAYS
V
PaperPort provides two ways to view items: the
View
represents each item on the PaperPort Desktop. Page View displays a
close-up of a single page.
Desktop View displays
items as thumbnails.
. Desktop View displays a
IEW SCANNED ITEMS TWO WAYS
V
Desktop View
thumbnail
, a small graphic that
Page View displays each
item as a full page.
and
3
Page
MPROVE IMAGE QUALITY
I
With the P aperP ort 5.1 D eluxe Softwar e, you can scan virtually any type
of item, including color photographs, business cards with color logos,
maps, memos, business letters, invoices, handwritten letters, and so on.
PaperPort also has special features to improve the scanned images. For
example, you can lighten underexposed color photographs that are too
dark, sharpen fuzzy pictures, adjust the colors of color graphics and
photographs, straighten pages scanned in crooked, remove “dirt spots”
with a single mouse click, and enhance the lines of a form.
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4
This picture of a
flower cart is
improved by clicking
the AutoFix Picture
tool. The image is
lightened and
sharpened.
This cow picture was
slightly blurred and
out of focus. Using
the Sharpen Picture
tool the cow comes
into focus.
HAPTER
C
ELCOME TO THE PAPERPORT SOFTWARE
1: W
Here are some “before and after” examples of scanned images:
The original picture
of the family dog had
the “red eye effect”
caused by an indoor
flash. The red was
removed with the
Remove Red Eye
tool.
ADD N
OTES
, H
IGHLIGHT AREAS, AND MARK UP A PAGE
With the annotation tools in Page View, you can add a note, highlight
text, draw lines or arrows, circle information, or paste a picture or
graphic from another application into a PaperPort item. The following
figure shows a sample of how the tools can be used.
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Use the Picture tool to
add a picture to the
page.
Use the Highlighter
tool to draw the
reader’s attention
to an area.
Circle information
with the Freehand tool.
Use the Note tool to add
notes to a page.
OMBINE ITEMS INTO STACKS
C
5
C
OMBINE ITEMS
INTO STACKS
Many items that you scan will pr obably be mor e 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 April 17, 1997.
6CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
A single page
Stacks
Link Bar
LINKTO MANY OTHER APPLICATIONS
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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, drag an item onto one of the icons to start the application
represented by the icon. A typical use of the Link Bar is to scan an item
and fax it.
This sample Link Bar shows several 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 Help system for more information about
creating new links.
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.
SCAN ITAND FAX IT7
SCAN ITAND 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.
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SEND SCANNED ITEMS OVERTHE INTERNET
Using the Netscape Navigator e-mail link you can scan an item or
import an item to the PaperPort Desktop, 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.
In addition, you can use the PaperPort software to connect to different
areas on Visioneer’s Web site on the Internet. For example, to get
technical support, choose Technical Support from the WebSite menu.
The PaperPort software starts your Internet browser software and
displays the selected area on Visioneer’s Web site. (If you do not have a
direct Internet connection, you may have to connect to your Internet
provider before choosing a WebSite menu command.)
8CHAPTER 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.
CONVERT SCANNED TEXTTO TEXT THAT YOU CAN EDIT
PaperPort can quickly convert the text on a scanned item, which is r eally
just a picture of the text, into text that you can edit with a word
processing application. PaperPort converts the text using either the
Visioneer OCR (optical character recognition )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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A word processor link
icon. Dragging an item
onto this link icon
starts PaperPort’s
built-in OCR
application, or you
can use your own OCR
application.
The FormTyper link
icon.
FILL INA PREPRINTED FORM9
FILL INA PREPRINTED FORM
A built-in PaperPort application named FormTyper is designed
specifically for filling in the fields on pr eprinted forms, such as insurance
forms, registration cards, or tax forms, which often ask you to “Please
Type the Information.” U sing F ormTyper, 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 the FormTyper icon and the form’s fields will be
ready for you to begin typing.
ORGANIZE ITEMSIN PERSONAL FOLDERS
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The tree structure of
personal file folders
in PaperPort.
PaperPort has an easy-to-use filing system for organizing your scanned
items. The filing system consists of folders designed specifically to hold
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.
10CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
■ 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.
■ F olders 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.
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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 finds items
this way because it actually reads all of your scanned items and
remembers the textual content. You simply enter a word or phrase, and
SimpleSearch finds the item(s) that have it. The following sample sho ws
the dialog box set to find the phrase “elegant scanning” in your scanned
items.
IMPORT ITEMSFROM OTHER APPLICATIONS11
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.
■ Print to the PaperPort Desktop from the Internet, so you can display
images and text from Internet Web sites on the PaperPort Desktop.
■ 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 a n image file onto the P aperPort icon on the Windows
desktop.
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EXPORT ITEMSIN OTHER FORMATS
You can export or save PaperPort items in several popular file formats,
such as BMP, GIF, or TIFF. For example, to create a file for an Internet
Web site, export it as a GIF file. Web pages often use GIF files for
displaying images.
VIEW PAPERPORT ITEMSON OTHER COMPUTERS
PaperPort Viewer, a separate application, comes with PaperPort and lets
others view PaperPort items without PaperPort. PaperPort Viewer is
available for free on the Visioneer Web site at http://www .visioneer.com.
Y ou can also send PaperPort Viewer to someone else b y attaching it to an
e-mail message.
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 . Other shortcut menus appear when y ou click the right
mouse button on the PaperPort Desktop instead of on an item, and
when you’re viewing an item in Page 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
Viewing Items
Using PaperPort’s two views for displaying scanned items—Desktop
View and P age V iew—you can see either the thumbnails of the items, or
a full page that you can read.
DESKTOP VIEW
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Command Bar
Folders
Thumbnail of
scanned items
Stacks
Thumbnail of
scanned photo
Link Bar
Status Bar
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.
13
14CHAPTER 2: VIEWING ITEMS
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. PaperP ort
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 Page View.
A stack—After scanning multiple pages, you can combine the
thumbnails of those pages into a stack. For example, if you scan a
10-page 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.
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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 installed 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.
Command Bar
Annotation Tool Bar
PAGE VIEW15
PAGE VIEW
Page View shows one page at a time. Use Page View to get a close-up
view of the item or to add comments to the page.
Image Tool Bar
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Status Bar
Command Bar—The buttons on the Command Bar are shortcuts for
commands on the menus. N otice that several of the buttons in the Page
View Command Bar are different from 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, adding a picture to the page, and so forth. See Chapter 7,
“Annotating a Page,” for examples of annotations and how to use the
tools.
Image Tool Bar—These tools are for editing the scanned images,
including adjusting an image’s colors, rotating an image, removing the
“r ed eye” effect from a color snapshots, sharpening fuzzy images, and so
on. See Chapter 8, “Editing Images,” for more information.
Status Bar—The Status Bar shows information about the page being
displayed.
16CHAPTER 2: VIEWING ITEMS
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.
To view an item in Page View:
■ Double-click the
item you want to
see in Page View,
such as a business
card.
■ You can also click
once on the item
then click the Page
button.
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■ Click the Desktop
button.
■ You can also choose
Desktop View from
the View menu.
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.
USINGTHE COMMAND BARIN PAGE VIEW17
Page. Switch from Desktop View to Page View.
Settings. Display the PaperPort Preferences dialog box where you can
set 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 or page in
Page V iew.
Browse. In Desktop View, see a list of items available on the PaperPort
Desktop and in all the folders. In Page View, see a list of items available
in the currently open folder.
Rotate. Rotate the selected items or stacks 90 degrees to the right.
Rotating a stack rotates every page in the stack.
Duplicate. Make a copy of the selected item(s).
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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.
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 appear only in the Page View Command Bar.
18CHAPTER 2: VIEWING ITEMS
Desktop. Switch from Page View to Desktop View.
<< Item. Displays the pr evious item on the PaperP ort Desktop or in the
currently open folder.
Item >>. Displays the next item on the PaperPort Desktop or in the
currently open folder.
<< Page. Displays the previous page in a stack.
Page >>. Displays the next page in a stack.
Zoom Out. Reduces the size of the page in Page View.
Actual Size. Returns the page to its original (100%) size.
Zoom In. Magnifies the size of the page in Page View.
Wizard. Runs a step-b y-step process to help y ou impr ove the color of an
item scanned in color.
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▼ NOTE: Two other buttons may appear on the Command Bar.
A TWAIN button appears if you are using the PaperPort software
with another (non-PaperPort) scanner. Clicking the TWAIN 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).
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
CHAPTER 3
Stacking Items
Like many other busy people, you may sometimes put items on your
desk without organizing them. When you finally do put them in order,
you might stack the items by project, contact, or department. You use a
method that helps you to quickly find the right stack.
With PaperPort you can electronically organize items into stacks in
much the same way that you do with paper documents. A stack is a
PaperPort item with multiple pages. Expense reports, contracts, memos,
letters, presentations, and other business materials ar e often two or mor e
pages. You can stack and unstack these items electronically on the
PaperPort Desktop.
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COMBINING ITEMSINTO STACKS
Each scanned page appears on the PaperPort Desktop as a one-page
untitled item. To stack scanned pages, you can:
■ Drag one page on top of the other
■ Click the Stack button on the Command Bar
■ Use the stack commands in the Desktop menu
You can also add stacks to other stacks.
19
20CHAPTER 3: STACKING ITEMS
USING DRAGAND DROPTO CREATE STACKS
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1. In the Desktop
View, select the
item that you
want to stack.
This example
shows stacking a
Cover Letter on
an Invoice.
2. Drag the selected
item onto the item
on which you
want to stack it.
3. When the
second item is
highlighted,
release the mouse
button.
The stack is
created.
4. Repeat Steps 1
through 3 until
you are finished
creating the stack.
Cover LetterInvoice
Cover LetterInvoice
Invoice
Cover Letter
A new stack receives the title of the item on the bottom of the stack.
The stack title (Invoice in this case) is shown in boldface type. Each
page title is shown in normal typeface (Cover Letter in the sample
above).
Any item on the P aperPort Desktop can be stacked onto any other item.
You can use drag and drop to stack pages onto other pages, stacks onto
other stacks, pages onto stacks, and stacks onto pages. You can also use
the Stack button on the Command Bar to stack items. Select them in
the order that you want them stacked and click the Stack button.
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