TextBridge, and the PaperPort logo are registered trademarks of ScanSoft, Inc.
Microsoft is a U.S. registered trademark of Microsoft Corporation. Windo ws is a trademar k of Microsoft Corporation. ZyINDEX is a registered trademark of
Information is subject to change without notice and does not represent a commitment on the part of ScanSoft, Inc. The softwar e 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 ScanSoft, Inc.
Part Number: 05-0369-200
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.
This guide shows you how to use some of the PaperPort and PaperPort
Deluxe software features to view items, create stacks, send items
electronically to PaperPort Links, add annotations, file items in folders,
capture Web pages (PaperPort Deluxe only), and edit color images. The
examples in this guide usually represent the PaperPort Deluxe software.
However, in most cases, these examples are similar to what you see if
you are using the base PaperPort software.
While this brief guide is enough to get you started, take advantage of the
variety of other information that is available:
Web.
Visit ScanSoft ’s Web site at www.scansoft.com where you can find
Technical Notes, Frequently Asked Q uestions (FA Qs), software updates,
and more. For a quick way to access information on the Web site,
choose a category from the Internet menu.
CD.
Access the CD, your source for installing additional software that
works with the PaperPort software and for viewing the online
documentation.
Help.
Get help fast. Everything you want to know about PaperPort—
how to procedures, dialog box reference, and troubleshooting advice.
1
2
Thumbnail of a
Thumbnail of a non-PaperPort item, in this
W
ORKING WITH PAPERPORT AND PAPERPORT DELUXE
V
IEWING ITEMS IN DESKTOP VIEW
The Command Bar has
shortcuts for choosing
menu commands, such
as changing views.
Use the Folder View to
navigate between different folders and to file and
organize items.
PaperPort pro vides several ways to view items:
thumbnail
, a small graphic that represents each item in a folder.
Desktop View
displays a
You can see PaperPort items (max files) and non-PaperPort items
(items created using other applications, such as Microsoft Word).
With PaperPort Deluxe, the thumbnails of both PaperPort and nonPaperPort items show actual images of the items. Non-PaperPort items
also include an icon which indicates the application used to create the
item. With base PaperPort, a non-PaperPort item is represented by a
small rectangular thumbnail and not an actual image.
To view items in Desktop View:
•
Double-click the PaperPort icon on the Windows desktop.
PaperPort item
case a Word file (in PaperPort Deluxe).
Stacks are PaperPort
items that have been
combined. Stack titles
appear in bold type
above the page titles.
Use the scroll arrow to
view other links on the
Link Bar.
The status bar shows
information about the
selected item, link, or
button.
The Link Bar has icons that represent other applications
and functions that work with PaperPort. The icons vary,
depending on the applications installed on your computer.
V
IEWING AN ITEM IN PAGE VIEW
V
IEWING AN ITEM IN PAGE VIEW
The Desktop View and P age View ar e separate applications that you can
run individually or at the same time. Page V iew displays a close-up view
of one page so that it is readable on the screen.
In Page View, you can view PaperPort items. You can also view nonPaperPort items (items created using other applications) with PaperPort
Deluxe. You can adjust and edit the quality , color, and other aspects of a
PaperPort image by using the Image Editing toolbar. With the
annotation tools, you can add comments, highlight or circle
information, or add a picture to a PaperPort item.
To view a PaperPort item in Page View:
•
In Desktop View, double-click a PaperPort item or select a P aperPort
Page
item, and then click the
also double-click a PaperPort item in Windows Explorer to view it in
Page V iew.
button on the Command Bar. You can
3
To view a non-PaperPort item in Page View
(PaperPort Deluxe only):
•
In Desktop View, Shift-double-click a non-PaperP ort item, or select a
non-PaperPort item, and then click the
Command Bar.
Note:
You can set a preference in Page View that lets you open
multiple Page V iew windows at the same time. For more information
about preferences, see the Help.
Page
button on the
4
W
ORKING WITH PAPERPORT AND PAPERPORT DELUXE
The Command Bar has
shortcuts for menu
commands.
The Annotation toolbar
has tools for adding
notes, highlighting areas, cutting and pasting
a selection, adding a picture, and so on.
The status bar shows
information about the
current page.
The Image Editing toolbar has tools for editing an
image, improving the quality, or adjusting the color.
1. In Desktop View,
select the item you
want.
2. Click the Page
button.
3. To return to
Desktop View, click
the Desktop button.
To change between Desktop View and Page View:
V
1.
Cover LetterSpring Vol 42
IEWING ITEMS BY USING THE APPLICATION THAT CREATED THEM
V
IEWING ITEMS BY USING THE APPLICATION THAT
CREATED THEM
From the Desktop View, you can start a non-PaperPort item’s
application and use it to view the item.
To view a non-PaperPort item in its application:
•
In Desktop View, double-click a non-PaperPort item.
The application that created the item starts and the item appears.
If you want, with P aperP ort Delux e you can change the Double Click
Action preference so that the item appears in Page View when you
double-click it. For more information, see the Help.
C
REATING STACKS
With PaperPort, you can electronically organize PaperPort items
(including captured Web pages) into stacks in much the same way that
you do with paper documents. A stack is a P aperPort item with multiple
pages. You cannot stack non-PaperP ort items. (How ever , with PaperPort
Deluxe you can easily convert a non-PaperPort item to PaperPort by
right-clicking the item and choosing Duplicate as PaperPort Item.)
5
To create a stack:
In the Desktop View,
select the PaperPort
item that you want to
stack.
This example shows
stacking a Cover
Letter on the Spring
Vol 42 newsletter.
6
2. Drag the selected item
W
ORKING WITH PAPERPORT AND PAPERPORT DELUXE
onto the PaperPort
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 finish
creating the stack.
Cover LetterSpring Vol 42
Spring Vol 42
Cover Letter
A new stack receives the title of the item on the bottom of the stack.
The stack title (the name of the newsletter , “S pring Vol 42” in this case)
is shown in boldface type. Each page title is shown in normal typeface
(“Cover Letter” in the example).
Note:
When you select multiple items to stack, P aperP ort stacks them
in the order in which they were selected.
1. Select the stack.
2. Click the left arrow of
the Page Navigator to
see the previous page
in the stack.
3. Click the right arrow
of the Page Navigator
to see the next page in
the stack, or click the
middle of the Page
Navigator to go to a
specific page.
M
OVING BETWEEN STACKED PAGES
M
OVING BETWEEN STACKED PAGES
In Desktop View, use the Page Navigator on a stack to move through a
stack’s pages. You can also use the First Page, Last Page, Previous Page,
and Next Page commands on the Page menu to move from page to
page.
To move between pages in a stack in Desktop View:
7
1. Display the stack.
2. Click the << Page
or Page >> button.
To move between pages in a stack in Page View:
F
AXING OR E-MAILING AN ITEM
The PaperPort software is designed to work with—or link to—other
types of applications. To send items to other applications, you use the
Link Bar. The Link Bar automatically displays link icons for
applications installed on your computer and supported by the P aperP ort
software, such as electronic fax, e-mail, image editing, and wordprocessing applications.
8
W
ORKING WITH PAPERPORTAND PAPERPORT DELUXE
1. Select the item to
fax.
2. Drag the item onto
the fax link icon on
the Link Bar.
You can also click
the item, and then
click the fax link
icon.
Note: You can change the link application preferences by choosing
Link Preferences from the Edit menu. For more information, see the
Help.
After an item is displayed in Desktop View, you can send it as a fax, or
as an attachment to an e-mail message, by using the Link Bar. You do
not need to print the item first; you can send it directly from PaperPort.
To fax an item, your computer must have a fax modem and fax software.
To attach an item to an e-mail message, you need an e-mail account and
e-mail software.
To fax an item from Desktop View:
3. When your fax
software starts, send
the scanned item as
a fax.
This example shows
the Symantec
WinFax PRO
window for sending
a fax. The window
that appears on your
computer will be for
your fax software.
FAXINGORE-MAILINGANITEM9
Note: To send an item to a link from Page View, choose Links from
the File menu, and then choose the name of the link application.
To send an item using an e-mail application:
• Repeat the steps as described for faxing an item in the preceding
procedure, except, drag the item onto your e-mail link icon on
the Link Bar.
If you are attaching items to an e-mail message, the e-mail software
starts. After you log in, the item appears as an attachment to the
e-mail message.
Note: When you send an item as an e-mail message, you can make
the message self-viewing. Recipients of the e-mail message can view
the attached PaperPort item even if P aperPort is not installed on their
computers. To create this type of e-mail attachment, choose Self
Viewing Files as the Send Format in the Links preferences, before
you send the item. For more information, see the Help.
10WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
CONVERTINGA PAPERPORTITEMTOTEXT
A PaperPort item is an image. Even the text on a scanned item is simply
a picture of the text, and you can’t edit it as you would text in a wordprocessing document. If a supported word-processing icon such as
Word appears on the Link Bar, you can use PaperPort to convert the
item to text. The PaperPort software performs this conversion by using
the built-in OCR (optical character recognition) software pro vided with
PaperPort. After converting an image into text, you can edit the file by
using a word-processing application, such as Word.
To convert a PaperPort item to text from Desktop View:
1. Select the PaperPort
item to convert. It can
be a single page or a
stack.
2. Drag the item onto
the word-processing
link icon on the Link
Bar.
You can also just click
the word-processing
link icon.
3. When the word-
processing link icon is
highlighted, release
the mouse button.
The OCR software
displays a progress
window while the
conversion is in
process.
Note: This example shows the steps for using PaperPort’s built-in
OCR software and sending the converted text directly to Word.
If you have other OCR software installed on your computer, you can
convert the item by dragging the item to the OCR application on the
Link Bar.
4. When the conversion
is complete, the wordprocessing application
opens, and you can
begin editing the text.
FILINGITEMSINFOLDERS11
FILINGITEMSINFOLDERS
Desktop View provides an easy-to-use filing system for organizing your
items. The filing system consists of folders shown in the Folder View
and items shown on the Desktop. With PaperPort Deluxe, you can add
other folders or attached devices, such as Zip disks or external hard
drives, to the Folder View.
With the PaperPort software, you can save items in separate folders
similar to ordinary file folders, except that they are electronic. You can
use folders to store and organize all your items. Although PaperPort has
certain default folders, you can add new folders or change any folder’s
title and color.
12WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
The ScanSoft Documents
folder and these subfolders
are provided with
PaperPort.
The items of one of the
folders appear on the
Desktop.
Adding a folder to the F older View lets y ou use PaperPort to see a folder
and its items that are located on your hard disk or on another device
connected to your computer. After you add a folder to the Folder View,
you can view any of its folders or items in Desktop View.
To add a folder to Folder View:
1. In Desktop View, choose Add to Folder View from the File menu.
The Add to Folder View dialog box appears.
It shows the same device and folder information that you see in
Windows Explorer.
2. Select the folder on a drive or disk that you want to add to Folder
View and click OK.
The folder and its subfolders appear in the Folder View and items in
the added folder appear on the Desktop. An icon identifies the folder
as an added folder. In addition, the actual location of the folder on
your computer, such as the C drive, appears in the folder title.
1. In the Folder View,
click a Folder or click
the plus sign next to a
folder if one appears.
Any subfolders
included in the folder
appear in the Folder
View. Items appear on
the Desktop.
2. Click a subfolder to
display its contents.
Any items in the folder
appear on the
Desktop.
This example shows
four items in the
Newsletters folder,
which is located in
the Articles folder.
FILINGITEMSINFOLDERS13
Note: When you first add a folder to the Folder V iew, choose Refresh
Thumbnails from the View menu.
To see the contents of a folder:
14WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
Note: If you place an item into PaperPort, such as by scanning or
capturing a Web page (PaperPort Deluxe only), the item is placed in
the location that is currently selected in Desktop View. For example,
if the Articles folder is selected and its items appear in Desktop V iew,
then a scanned item is placed in the Articles folder.
FILINGITEMSINFOLDERSBYUSING DESKTOP VIEW
You can use the folders to stor e and organize differ ent items. The easiest
way to move an item into a folder is by dragging and dr opping the item.
You can file items one at a time, or you can file multiple selected items
all at the same time.
To drag and drop an item into a folder:
1. Click an item to select
it. Use Ctrl-click to
select multiple items.
2. Drag the selected
item onto a folder.
3. When the folder is
highlighted, release
the mouse button.
To open a folder and
see its contents, click
the folder.
Tip: To make a copy of an item and leave the original in its original
folder, hold down the Ctrl key when dragging an item to a folder or
select the item, and then choose Copy to Folder from the Desktop
menu.
1.
Click the location
in which you want
to add a folder.
2. From the File
menu, choose
New, and then
Folder.
3. Type the new
folder’s title.
4. Select a color from
the drop-down
list, and then click
OK.
The new folder
appears in the
Folder View.
FILINGITEMSINFOLDERS15
CREATINGANEWFOLDER
By adding new folders, you can create a set of folders that work best for
different items, such as bills, expenses, memos, or personal and business
correspondence. You can use PaperPort to create subfolders for any of
the folders shown in the Folder View.
To add a folder:
Tip: To change a folder’s title, select the folder title in the list, and
then click it again. Type the new title and press Enter.
USING WINDOWS EXPLORERTOMANAGEITEMS
The previous procedures tell you ho w to work with folders and items
from the Desktop View. Y ou can also use Windo ws Explorer to complete
changes, such as retitling a folder and filing items in different folders.
The changes you make in Windows Explorer are directly reflected in
Desktop View. Likewise, any changes you make in Desktop View are
visible in Windows Explorer.
16WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
To make changes in Windows Explorer:
1. In Desktop View,
click the Explorer
button on the
Command Bar.
Windows Explorer
appears.
2. Use Windows
Explorer to make
changes to folders or
items that appear in
Desktop View. For
example, you can
retitle a folder or drag
and drop items into
different folders.
You can also drag
items from Windows
Explorer directly to
PaperPort.
CAPTURING WEBPAGES (PAPERPORT DELUXEONLY)17
CAPTURING WEBPAGES (PAPERPORT DELUXEONLY)
With Web Capture, you can easily add Web pages directly to the
Desktop View and automatically update them the next time you
connect to the Internet. For example, you can capture information
about your favorite stocks and then automatically update the Web page
to reflect the latest numbers. Or visit a company’s Web site to get the
latest product information.
Tip: You might find it convenient to create a new folder that you can
use to store all of your Web captures.
To capture a Web page and display it:
1. In the Folder View, select the folder in which y ou want to add a Web
page.
2. Connect to the Internet and then display the Web page that you want
to capture.
3. To capture only the visible portion of a page, click the Web Capture
icon in the Windows taskbar, and then choose Capture Visible P ortion. The Web page is saved as a special PaperPort item identified
by your browser’s application icon.
To capture an entire Web page that contains multiple screens of
information, click the Web Capture icon in the Windows taskbar,
and then choose Capture Entire Page. Each full screen of
information is saved as a separate page in a stack.
To update a captured Web page:
1. Connect to the Internet.
2. In Desktop View, double-click the Web page item.
A view of the Web page as it currently exists on the Internet appears.
3. To update the page, click the Web Capture icon, and then choose
Capture Visible P ortion or Capture Entire P age, depending on the
currently captured Web page.
18WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
A message appears asking if you want to update the page or create a
new one.
To update your current capture, click Update Existing. The page is
updated.
To create another Web page capture, (leaving the originally captured
Web page as is), click Create New. A copy of the Web capture
appears in Desktop View.
Tip: To view a captured Web page in Page View, Shift-double-click
the captured Web page item in Desktop View. If you make any
changes to a captured Web page, you cannot automatically update it.
ANNOTATINGAPAGE
With the annotation tools, you can add a note, highlight text, draw lines
or arrows, circle information, or paste a picture into a PaperPort item
(including Web page captur es.) For example, you might add a note that
tells you when the item needs to be processed and returned to the sender.
You cannot add annotations to non-PaperPort items.
You add annotations by displaying an item in Page View and using the
Annotation toolbar. All the annotation tools are used in the same
manner; therefore, this section shows only how to use one tool.
For more information about each tool and how to use it, see the Help.
Note: In Desktop View, PaperPort displays small icons, such as an
arrow or yellow note, on a page’s thumbnail for each annotation.
1. In Page View,
click the tool on
the Annotation
toolbar.
2. Place the cursor on
the page. Its shape
will indicate the
tool you selected.
3. Depending on the
tool you selected,
click or drag the
cursor to use the
tool, such as to add
a note.
ADJUSTINGPICTURES19
To add an annotation:
ADJUSTINGPICTURES
Whether you are photographing houses for sale, displaying the newest
model car, or just storing your favorite photographs as PaperPort items,
you can edit these color or grayscale pictures using PaperPort’s imageediting tools. The Image Editing toolbar contains all of the tools for
adjusting color as well as grayscale images.
Note: The Image Editing tools work only with PaperPort items.
A quick way to convert an image to a PaperPort item is to right-click
the image, and then choose Duplicate as PaperPort item.
IMPROVINGPICTURESAUTOMATICALLY
AutoFix Picture analyzes a picture and tries to improve that picture.
PaperPort’s sophisticated internal system can adjust the color,
brightness, and contrast to produce a good picture. AutoFix Picture
works well to improve poor-quality pictures.
20WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
Tip: To adjust the brightness, contrast, color, or tint of a picture,
use the Adjust Picture command or the Picture wizard. For more
information, see the next section, “Adjusting a picture yourself”.
To improve a picture automatically:
1. Display the picture in
Page View.
2. Click the AutoFix
Picture tool on the
Image Editing toolbar,
or choose AutoFix Picture from the P age
menu.
PaperPort begins
adjusting the picture
to improve its quality.
Image Editing toolbar
ADJUSTINGAPICTUREYOURSELF
Sometimes you have a photograph that is too light or too dar k, or whose
color is not right. If you prefer to make the adjustments and
enhancements to a picture yourself, you can use the Adjust Picture
command.
When you select Adjust Picture, P aperPort displays samples of the original
picture adjusted slightly. From the sample pictures, you can select the one
you like best. If you don’t like any of these pictures, select one of the
options, such as the Color option, and then adjust just the color. All the
sample pictures adjust relative to the center pictur e. You can either select
the sample picture you like best and save it or adjust the pictur e again. You
can also click Undo All Changes and Undo Last Change to undo changes.
1. Display the color
picture in Page View.
2. Click the Adjust
Picture tool on the
Image Editing
toolbar.
ADJUSTINGPICTURES21
Tip: To learn how to use Adjust Picture, click the Wizard icon on the
Image Editing toolbar. The Picture wizard shows you step-by-step
how to adjust the brightness, contrast, tint, and color.
To adjust and enhance a picture yourself:
Original picture.
Current picture. This pic-
ture has a dark blue border
and appears in the center
of the Adjust Picture dialog box.
Options to change color, brightness, contrast,
or tint.
Adjustment slider for
changing samples.
The Adjust Picture dialog box appears.
22WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
5.
To adjust the color:
3. Select the Color
option.
4. Drag the slider to
the left for more
color or to the right
for less color.
PaperPort adjusts
all eight sample
pictures.
To select the picture you like best:
Click the picture that
has the color you like
best. It moves to the
center and becomes
the current picture.
6. To adjust another
setting, repeat Steps
1 through 5,
choosing another
setting.
7. After you finish all
adjustments, click
OK to save the
changes.
Click to undo the last change.
When you select a picture, it moves to the center. All the other sample
pictures change relative to the new current picture. If you don’t like the
changes, click the Undo Last Change or Undo All Changes button to
undo the changes.
PaperPort does not save the settings, such as the amount of change, in
the Adjust Picture dialog box; therefore, if you reopen the dialog box,
the default settings appear.
Tip: If you want to ensure that your original picture is unchanged,
make a copy of the picture by using the Duplicate Item command
before opening the Adjust Picture dialog box.
FINDING ITEMS23
FINDING ITEMS
With PaperPort you can use the Find Item feature to locate items by
name, date, or keywords. With PaperPort Deluxe, Find Item includes
the powerful SimpleSearch feature which lets you find items based on
the textual content. For example, if you remember only that the item
included the word “California” or the phrase “…California coast,”
SimpleSearch can find the item containing that word or phrase.
To find an item:
1. In Desktop View, choose Find Item from the Search menu.
2. In the Search For field, enter text to identify the item.
3. Select one or more checkboxes such as Content or Keywords
to identify where to search for the text.
4. Select the buttons to find just the first item, or all items that
have that text.
5. Click Find.
For more information about SimpleSearch and using Summary
Information in a search, see the Help.
24WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
1.
SCANNINGTOALINKAPPLICATIONWITH SCANDIRECT
APERPORT DELUXEONLY)
(P
With ScanDirect, you can scan an item and send it to a linked
application without starting PaperPort. ScanDirect is a control panel
that runs in the background on your computer, and when minimized,
the ScanDirect Control Panel icon appears on the Windows taskbar.
Like PaperPort, you first select the target link that you want to use in
ScanDirect and then scan the item to send it directly to that link
application.
The basic steps to use ScanDirect are the same for each application icon.
The following example shows how to set the pr efer ences for P hotoshop ,
scan an item, and open that item in Photoshop.
Note: To scan an item with your PaperPort flatbed scanner and send
it to ScanDirect, you use the PaperPort Scan Manager dialog box. For
more information, see the Help.
On the Windows
desktop, double-click
the ScanDirect
shortcut.
The ScanDirect
control panel appears.
To use ScanDirect:
Scan to PaperPort
Scan single pageScroll arrows
Displays Scan
Manager dialog
box
Scan multiple pages
Desktop
ScanDirect icons
About
ScanDirect
Help button
Note: The Scan Single Page and Scan Multiple Page icons are not
available for flatbed scanners, only sheetfed scanners.
2. Right-click the
Photoshop icon and
choose Preferences.
The Link Preferences
dialog box appears.
In the past, you had to use a typewriter or a ballpoint pen to fill in the
fields manually on preprinted forms. With the FormTyper application,
you can enter data by using your computer and then print the form.
The end result is the preprinted form, filled with data just as if you had
used a typewriter.
26WORKINGWITH PAPERPORTAND PAPERPORT DELUXE
1.
To fill in a form:
Place a form in
Desktop View, for
example, such as by
scanning the form.
2. Select the form, and
then click the
FormTyper link.
FormTyper analyzes
the form to find its
fields and opens the
FormTyper window.
The fields are
underlined in blue, and
the cursor is at the first
field to be filled in.
3. Begin typing data if the cursor is at the first field that you want to fill in.
To type in any other field, click the field.
To add another line to a field, press Enter.
4. When you ’re finished typing in a field, press the Tab key or the left or
right arrow keys to move to the next field.
5. After completing the form, save it by choosing Save to PaperPort
Desktop As from the Form menu.
6. Type a name for the filled-in form and click OK.
The form appears on the Desktop. The “A” symbols indicate fields
filled with text annotations.
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