Nuance ScanSoft OmniPage Pro - 17.0 Instruction Manual

User’s Guide

LEGAL NOTICES

Copyright © 2009 Nuance Communications, 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 Nuance Communications, Inc., 1 Wayside Road, Burlington, Massachusetts 01803-4609.

under license and may be used or

The software described in this book is furni copied only in accordance with the terms of such license.

IMPORTANT NOTICE

Nuance Communications, Inc. provides this publication "As Is" without warranty of any kind, either express or i 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. Nuance reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation of Nuance to notify any person of such revision or changes.

mplied, including but not limited to the implied

TRADEMARKS AND CREDITS

Nuance, ScanSoft, OmniPage, PaperP RealSpeak are registered trademarks or trademarks of Nuance Communications, Inc.,

in the United States of America and/or other countries. All other company names or product names referenced herein may be the trademarks of their respective holders.

ort, True Page, Direct OCR, Logical Form Recognition,

THIRD PARTY LICENSES/NOTICES

Please see acknowledgements/notices at t

Nuance Communications, Inc.

1 Wayside Road Burlington, MA 01803-4609 U.S.A.

shed

he end of this guide.

Nuance Communications International BVBA International Headquarters

Guldensporenpark 32 Building D BE-9820 Merelbeke Belgium

C ONTENTS

WELCOME 5

New features in OmniPage 17 7

INSTALLATION AND SETUP 11

System requirements 11 Installing OmniPage 12 Setting up your scanner with OmniPage 14 How to start the program 16 Registering your software 17 Activating OmniPage 18 Uninstalling the software 18

USING OMNIPAGE 20

OmniPage Documents 20 The OmniPage Desktop and Views 21 Basic Processing Steps 28 How to use OmniPage with PaperPort 29

PROCESSING DOCUMENTS 30

Processing methods 30 Defining the source of page images 34 Describing the layout of the document 40 Preprocessing Images 42 Zones and backgrounds 48

PROOFING AND EDITING 56

The editor display and formatting levels 56 Proofreading OCR results 57 Verifying text 58 The Character Map 59

OmniPage 17 User’s Guide 3

User dictionaries 60 Languages 61 Training 63 Text and image editing 65 On-the-fly editing 67 Marking and redacting 68 Reading text aloud 69 Creating and editing forms 71

SAVING AND EXPORTING 74

Saving and Exporting 74 Saving original images 75 Saving recognition results 76 Sending pages by mail 81 Sending to Kindle 82 Other export targets 84

WORKFLOWS 85

Workflow Assistant 88 Batch Manager 90 Creating new jobs 91 Watched folders 96 Watched mailboxes 97 Barcode processing 98 File-it Assistant 100

TECHNICAL INFORMATION 102

Troubleshooting 102 Supported file types 106

INDEX 108

Contents 4

Welcome

Welcome to this OmniPage® 17 text recognition program, and thank you for choosing our software! The following documentation has been provided to help you get started and give you an overview of the program.

This User’s Guide

This guide introduces you to using OmniPage 17. It includes installation and setup instructions, a description of the program’s commands and working areas, task-oriented instructions, ways to customize and control processing, and technical information.

Descriptions are based on the Windows Vista

In line with Nuance’s environmental policy, the Guide is supplied as a PDF file only. To recommend double-sided printing with two pages per sheet.

This guide is written with the assumption that you know how to work in the Microsoft Windows envi Windows documentation if you have questions about how to use dialog boxes, menu commands, scroll bars, drag and drop functionality, shortcut menus, and so on.

We also assume you are familiar with your scanner and its supporting software, and that the scanner is installed correctly before it is setup with OmniPage 17. Please refer to the scanner’s own documentation as necessary.

have a printed copy on normal sized paper, we

ronment. Please refer to your

operating system.

and working

Welcome 5

How-to-Guides

The How-to-Guides can be accessed from the Help menu. They are a series of mini-guides that help you get started easily by providing concise overviews of key program areas, such as getting input, image improvement, zoning, recognition, editing, proofreading, new features, and the like.

Electronic Help

OmniPage Help contains information on features, settings, and procedures. It also has a comprehensive glossary, with its own alphabetical index and a table of contents. The HTML help system has been designed for quick and easy information retrieval. Help is available after you install OmniPage.

Comprehensive context-sensitive help aims enough assistance to let you keep working without delay. It is available from dial

to access it, or click the help button if the dialog box has one.

og boxes. Press F1 in any dialog box

to provide just

Readme File

The Readme file contains last-minute information about the software. Please read it before using OmniPage. To open this HTML file, choose Readme in the OmniPage Installer or afterwards in the Help menu.

Scanning and other information

The Nuance® web site at www.nuance.com provides timely information on the program. The Scanner Guide (http://www.nuance.com/scannerguide/) contains up-date information about supported scanners and related issues; Nuance tests the 25 most widely used scanner models. Access Nuance’s web site from the OmniPage 17 Installer or afterwards from the Help menu.

Welcome 6

Tech Notes

The web site at www.nuance.com contains Tech Notes on commonly reported issues using OmniPage 17. Web pages may also offer assistance on the installation process and troubleshooting.

New features in OmniPage 17

If you are upgrading from version 16, you benefit from the following innovations. Click the links to for more information.

• Asian recognition: OCR serv

Japanese, Korean, Simplified Chinese and Traditional Chinese, with support for both horizontal and vertical text flow and embedded English texts. Results can be viewed and verified in the Text Editor. See “Asian language recognition” on page 61.

• Vertical non-Asian texts: Auto-detection of vertical texts

in two rotations functions inside on PDF or XPS pages, and in certain cases on other image file types. New tools allow vertical text zones to be drawn manually. Texts display vertically and can be edited in the

Text Editor, using the True Page levels the texts are displayed horizontally. See “Automatic zoning” on page 48. and See “Zone types and properties” on page 49.

• Easy Loader: This provides a Windows Explorer-like

display of th to keep files visible during your work and deliver full Explorer functionality, yielding quick file selections; a dialog box with a lock facility lets a file set be built up before loading starts. With Quick Convert View it allows

e file system in one of the OmniPage windows,

ices are provided for

table cells and anywhere

formatting level. In other

New features in OmniPage 17 7

not only fast file loading but also 'one-click' total processing: load > recognize > save. See “Input via Easy Loader” on page 36.

• Expanded ECM support: New

Hummingbird from OpenText and iManage from Interwoven. When using SharePoint, the server, login and password information must be provided only once per session, and is offered in each subsequent session.

support for Office 2007: The Direct OCR

• Improve

buttons now appear on a separate Nuance OCR tab instead of being mixed with all other Add-Ins.

• More robust batch processing: The Batch Manager

autom including those blocked by password requirements – without stopping the main flow of work. The Job results window indicates which files were not processed.

• Running: The

performance is considerably improved on multi-core computers. Support for quad-core machines is introduced.

• Linking workflows to scanner buttons: Omni

functions and workflows can be associated with scanner buttons, so the whole pre-processing, recognition and storage of documents can be launched from the scanner. See “Scanning to OmniPage and workflows” on page 39.

• Output to Kindle: The new Kindle Assistant l

create workflows to send recognition results to a Kindle account at Amazon and receive them displayed on a Kindle device registered with that account. See “Sending to Kindle” on page 82.

atically skips files that cannot be processed –

ogram’s launch speed is increased and

links are available to

Page

ets you

Welcome 8

• Other improvements: Advances to image pre-processing

provide better layout retention and overall accuracy – particularly in XPS files and document-to-document conversions. HD photo (JPEG XR) image loading is now supported. Integration with Microsoft Word, Excel and PowerPoint is enhanced. Linearized PDF files can be created, so they are optimized for faster web viewing. Form layout description is now available in Quick Convert View.

New features in OmniPage 16

If you are upgrading from version 15, you will also benefit from the following innovations:

• Three screen views: Choose from

15), Flexible and Quick Convert View (all main controls on a single panel). See Chapter 2.

• Multiple documents: In Classic or Flexib

have two or more documents open at one time, for easy cross-document editing.

• Digital camera

camera images with special algorithms. See Chapter 3.

• 2007 programs: OmniPage supports

Excel inside Office 2007 (DOCX and XLSX), and also provides links for SharePoint 2007 and Outlook 2007.

• PDF Enhancements: these

version 1.6, faster processing speed, higher accuracy, improved output quality, and the MRC high compression technology for certain PDF flavors.

• Legal documents: OmniPage of

and recognition of legal documents.

processing: perform OCR on digital

Classic (as in OmniPage

le View you can

the latest Word and

include support for PDF

fers high-quality handling

New features in OmniPage 17 9

• Customizable shortcut menus in Windows Explorer:

send image files or PDFs directly to major Windows programs, process them with your own workflows, or use the Convert Now Wizard for easy conversion control.

• General improvements: these include faste

better quality output page layout (font matching, table detection, etc.); and a new, intuitive Workflow Assistant.

Key features unique to OmniPage Professional.

• Extracting data from

allows data to be extracted from sets of forms and exported to databases, based on a PDF form template. The forms can be active PDF forms, static forms in a range of image formats or scanned paper forms.

• Ma

• File-it Assistant: A more efficient aid for creating and

A more complete list of features, and the differences betwee various OmniPage versions appears in Help.

rking and redacting: Text can be h

struckout or redacted (made unreadable) in the Text Editor. Redacting is useful for legal documents or for those with confidential content.

using barc automatic processing and storage of documents driven by the push of just one scanner button.

ode cover page workflows. These allow for

filled forms: A workflow step

r processing,

ighlighted,

This icon is used throughout the guide to denote features that are available only in OmniPage Professional 17.

OmniPage 17 is supplied in Enterprise versions for network use. It is also suppli and other resellers. The feature set in these editions may vary, in line with each vendor's requirements.

ed in Special Editions for selected scanner manufacturers

Welcome 10

Installation and setup

Windows 7.

This chapter provides information on installing and starting OmniPage.

System requirements

The minimum requirements to install and run OmniPage 17 are:

• A computer with an Intel

equivalent. Dual-core or Quad-core support recommended.

• Windows

processor, or Windows (SP1) with a 1 GHz processor.

• 256MB of memory (RAM), 1GB recommended for

advanced performance.

• 230MB of free hard disk space for application and sample

files plus 70MB working space during installation. Additionally:

• 1024x768 pixel color monitor with 16-bit color or greater

video card.

• A sound card and speaker for reading text aloud.

XP 32-bit (from Service Pack 3) with 400 MHz

• 170MB for all Nuance RealSpeak

(80MB for RealSpeak language module, additional 9-11MB per RealSpeak Solo other language modules)

• 95MB for Nuance PDF Create! (Supplied with

OmniPage Professional 17 only).

• 150MB for PaperPort

Professional 17 only).

Pentium® III processor or

VistaTM 32-bit (SP1) or 64-bit

Solo American English

(Supplied with OmniPage

modules

Installation and setup 11

• A CD-ROM drive for installation or web access suitable

for download.

• A Windows compatible pointing device.

• 2 megapixel digital camera or higher for digital camera text

capture. See Help for details.

• A compatible scanner with its own scanner driver

software, if you plan to scan documents. See the Scanner Guide at Nuance’s web site (www.nuance.com) for a list of supported scanners.

• Web access is needed for product activation and

registration, Scanner Wizard database updating and obtaining live updates for the program.

• East Asian language handling must be installed in the

operating system to view Japanese, Chinese or Korean documents. (Control Panel / Regional and Language Options).

• To save DOCX and XPSX files (for Microsoft Office 2007

Word and Excel) or to load and save XPS files (XML Paper Specification), you should have or install Microsoft .NET Framework 3.0. The link to the Microsoft download page can be found in the Release Notes, or in the application About box, if enabled under Options / General. Alternatively, click the OmniPage .Net Framework balloon tooltip.

Installing OmniPage

OmniPage 17’s installation program takes you through installation with instructions on every screen.

Before installing OmniPage:

• Close all other applications, especially anti-virus

programs.

• Log into your computer with administrator privileges.

Installing OmniPage 12

• If you own a previous version of OmniPage, or if you are

upgrading from demonstration software or an OmniPage Special Edition, you must uninstall that product first.

To install OmniPage:

1. Download the program file and choose Run when the

download is completed, or insert the OmniPage CD-ROM in 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

Autorun.exe program

at the top-level of the CD-ROM.

2. Choose a language to use during installation. Accept the End-

User License Agreement and enter the serial number you receive by e-mail or find on the CD envelope.

3. Choose a complete or a custom installation. A complete

installation installs all RealSpeak

Text-to-Speech language modules (currently 9). Custom installation lets you exclude or add modules. To exclude a module, click its down arrow and select ‘This feature will not be available’.

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

All files needed for scanning are copied automatically during installation.

Unless deselcted in the OmniPage Profession

al installation, Nuance PDF Create 5 installation starts as soon the installation of OmniPage is completed. Document-to-document conversions depend on PDF Create being present.

OmniPage Professional is supplied with a complimentary copy of the Nuan

ce Pape

rPort

document management product. This must

be installed separately and has its own system requirements.

Installing OmniPage 13

Setting up your scanner with OmniPage

All files needed for scanner setup and support are copied automatically during the program’s installation, but no scanner setup occurs at installation time. Before using OmniPage 17 for scanning, your scanner should be installed with its own scanner driver software and tested for correct functionality. Scanner driver software is not included with OmniPage.

er Setup Wizard.

Scanner setup is done through the Sc You can start this yourself, as described below. Otherwise, it ap

pears when you first attempt to perform scanning.

Proceed as follows:

• Choose Start > All Programs > Nuance > OmniPage 17 >

Scanner Setup Wizard

or click the Setup button in the Scanner panel of the Options dialog box.

or choose Scan in the Get Page drop-down list in the OmniPage Toolbox and click the Get Page button.

• The Scanner Setup Wizard starts. If you have a web

connection, the first panel invites you to update the scanner database supplied with the wizard. Choose Yes or No and click on Next.

• Choose ‘Select and test scanner or digital camera’, then

click Next. If you have a single installed scanner, it appears, along with any scanners previously set up with OmniPage. If the required scanner is not listed, click Add

Scanner... .

• You see a list of all detected scanner drivers in the

checkmarked categories. This can include network devices. Select one and click OK. To install a second device, you must run the Scanner Wizard again.

ann

Setting up your scanner with OmniPage 14

• The wizard reports whether the chosen scanner model

already has settings in the scanner database. If it does, you do not need to test it. If it does not, you should test it. Click on Next.

• If you chose not to test, click Finish. If you chose testing,

click Next to have the scanner connection tested. If the connection is in order, you see a menu of further tests. Choose which testing steps you want to run. The Basic test scan is recommended.

• By default OmniPage uses its own scanning interface,

located in the Scanner panel of the Options dialog box. If you want to use your scanner’s own interface instead, choose Advanced settings... and select this. Click Hint editor... and choose Edit hints... only if you are experienced in configuring scanners or have been advised by Technical Support to do so.

• Click Next to start the tests. For the Basic scan test, insert

a test page into your scanner. The wizard will scan using your scanner manufacturer’s software. Click on Next. Your scanner’s native user-interface will appear.

• Click on Scan to begin the sample scan.

• If necessary, click on Missing Image… or Improper

Orientation... and make the appropriate selections.

• Once the image appears correctly in the window, click on

Next.

• Move through the remaining requested tests, following the

instructions on the screen.

• When all the requested tests have been completed

successfully, the Scanner Wizard reports and invites you to click on Finish.

• You have successfully configured your scanner to work

with OmniPage 17!

Setting up your scanner with OmniPage 15

To change the scanner settings at a later time, or to setup or remove a scanner, reopen the Scanner Setup Wizard from the Windows Start menu or from the Scanner panel of the Options dialog box.

To test and repair an improperly functioning scanner, open the wizard second panel, then work through the procedure described above, maybe using advice received from Technical Support.

To specify a different default scanner, open the wizard to reach the list of setup s be sure to close the wizard with Finish.

To get updated settings for your current scanner, open the wizard, request a fresh database download in the first screen, then choose ‘Use current settings with current device’, click Next and then Finish.

and select ‘Test the current scanner or digital camera’ in the

canners.

Move the highlight to the desired scanner and

How to start the program

To start OmniPage 17 do one of the following:

• Click Start in the Windows taskbar and choose All

Programs > Nuance > OmniPage 17 > OmniPage [Professional] 17.

•Double-click the OmniPage icon in the

program’s installation folder or on the Windows desktop if placed there.

•Double-click an OmniPage Document (OPD)

icon or file name; the clicked document into the program. See “OmniPage Documents” in the next chapter.

• Right click one or more image file icons or file names for a

shortcut menu. Select Open With... OmniPage application. The images are loaded into the program.

is loaded

How to start the program 16

On opening, OmniPage’s title screen is displayed and then a view selection panel. OmniPage has three basic view types. For details, see The OmniPage Desktop and Views in the next chapter. It provides an introduction to the program’s main working areas.

There are several ways of running the program with a limited

rface:

inte

• Use the Batch Manager program. Click Start in the

Windows taskbar and choose All Programs > Nuance > OmniPage 17 > OmniPage Batch Manager. See the Workflows chapter.

• Click Acquire Text from the File menu of an application

registered with the Direct OCR™ facility. See “How to set up Direct OCR” in the Processing Documents chapter.

• Right-click on one or more image file icons or file names in

Wndows Explorer for a shortcut menu. Select OmniPage 17 and choose a target format, or the Convert Now Wizard or a workflow from its sub-menu. The files will be processed according to the workflow instructions. See the Workflows chapter.

• Click the OmniPage Agent icon on the taskbar.

Choose a workflow to start the program and run the workflow.

• Use OmniPage 17 with Nuance’s PaperPort document

management product, to add OCR services. See “How to use OmniPage with PaperPort” in the Using OmniPage chapter.

Registering your software

Nuance’s online registration runs at the end of installation. Please ensure web access is available. We provide an easy electronic form that can be completed in less than five minutes. When the form is filled, click Submit. If you did not register the software during

Registering your software 17

installation, you will be periodically invited to register later. You can go to www.nuance.com to register online. Click on Support and from the main support screen choose Register in the left-hand column. For a statement on the use of your registration data, please see Nuance’s Privacy Policy.

Activating OmniPage

You will be invited to activate the product at the end of installation. Please ensure that web access is available. Provided your serial number is found at its storage location and has been correctly entered, no user interaction is required and no personal information is transmitted. If you do not activate the product at installation time, you will be invited to do this each time you invoke the program. OmniPage 17 can be launched only five times without activation. We recommend Automatic Activation.

Uninstalling the software

Sometimes uninstalling and then reinstalling OmniPage will solve a problem. The OmniPage Uninstall program will not remove files containing recognition results or any of the following user-created files:

Zone templates Image enhancement templates (*.ipp) Training files (*.otn) User dictionaries (*.ud) OmniPage Documents (*.opd) Job files (*.opj) Workflow files (*.xwf)

To uninstall you must be logged into your computer with administrator privileges.

(*.zon)

Activating OmniPage 18

To uninstall or reinstall OmniPage:

• Close OmniPage.

• Click Start in the Windows taskbar and choose the

Control Panel and then Uninstall a progra

m (in earlier

Windows versions: Add/Remove Programs).

• Select OmniPage and click Uninstall (in earlier Windows

versions: Remove).

• Click Yes in the dialog box that appears to confirm

removal.

• Select Yes to restart your computer immediately, or No if

you plan to restart later.

• Follow instructions until the process is finished.

When you uninstall OmniPage, the link to your scan

ner is also uninstalled. You must setup your scanner again with OmniPage if you reinstall the program. All RealSpeak modules that were installed with the program will also be uninstalled.

nal

With OmniPage 17 Professio

, Nuance PDF Create 5 and

PaperPort must be uninstalled separately.

Uninstalling the software 19

Using OmniPage

OmniPage 17 uses optical character recognition (OCR) technology to transform text from scanned pages or image files into editable text for use in your

In addition to text recognition, OmniPage can retain the following elements an

Graphics

Form elements

Text formatting

Page formatting

placing of graphics).

d attributes of a document through the OCR process.

(photos, logos)

(checkboxes, radio buttons, text fields)

(character and paragraph)

(column structures, table formats, headings,

Documents in OmniPage

A document in OmniPage consists of one image for each document page. After you perform OCR, the document will also contain recognized text, displayed in the Text Editor, possibly along with graphics, tables and form elements.

OmniPage Documents

favorite computer applications.

An OmniPage Document (.opd) contains the original page images (optionally pre-processed) with any zones placed on them. After recognition, the OPD also contains recognition results.

An OmniPage Document can contain an embedded user training file, zone template file, or an image enhancement template file. This can increase file size considerably but makes the OPD

the

dictionary,

Using OmniPage 20

more portable. To embed a file, open the relevant dialog box from the Tools menu, select the desired file and click Embed. Use the Extract button to get a local copy of an embedded file inside an OPD you have received.

When you open an OmniPage Document, its settings are applied, replacing those existing in the program.

The OmniPage Desktop and Views

OmniPage comes with three different views to suit your task.

• Classic View - This view has a simil

previous versions of OmniPage.

• Flexible View - This view prov

the OmniPage function panels stacked in a tabbed view to give each panel more space.

• Quick Convert View - This view is desi

easy document conversion without having to learn a lot. The most important conversion options are clearly visible on one screen.

Use the Window menu to switch between vie own custom view (see later). On starting a new session you receive the view and screen arrangement that was in force when the program was last closed.

ar look and feel to

ides an alternate layout of

gned for quick and

ws and to save your

Program Panels

OmniPage has seven panels that can be docked (tabbed or tiled), floated, resized, minimized and restored separately: Thumbnails, Page Image, Text Editor, Document Manager, Easy Loader, Workflow Status, and Help. To float a panel double-click its title bar or tab. To restore the floating panel to its previous docked

The OmniPage Desktop and Views 21

position, double-click its title bar. To dock it to a new location, drag

it to an edge. A purple rectangle shows the docking position release the mouse button to dock it. To move a floating panel without docking displays, keep CTRL pushed while dragging. To see all possible docking positions one after the other (tiles and tabs), drag the panel over the OmniPage main window, holding down the left mouse button and pressing the spacebar repeatedly. When the desired location shows purple, release the mouse button.

Classic View

In Classic View, the default OmniPage Desktop has four main tiled working areas, separated by splitters: the Document Manager, the Page Image, Thumbnails and the Text Editor. The Page Image has an Image toolbar and the Text Editor has a Formatting toolbar.

OmniPage Toolbox

humbnails

Image

olbar

Document

ger

Mana

Standard Toolbar

Page Image

Formatting toolbar

Text E ditor

The OmniPage Desktop and Views 22

OmniPage toolbox: This Toolbox lets you drive the processing. Thumbnails panel: This dis Document Manager: This provides an

with a table. Each row represents one page. Columns present statistical or status information for each page, and (where appropriate) document totals.

Page Image: This displays the ima zones. When a page is displayed, the Image toolbar is available.

Text Editor: Panels can be re-arranged freely - horizontally or vertically; use the

Window menu to panels. Panels can be minimized or closed, but not tabbed. To restore the default Classic View appearance, choose Reset Current View in the Window menu.

Displays recognition re

open the Easy Loader, Workflow Status or Help

plays page thumbnails.

overview of your document

ge of the c

sults from the current page.

urrent page with its

Flexible View

Use this view to set up the OmniPage workspace so that it fits your task optimally. By default all panels appear. There are five tabs: Page Image (including Thumbnails), Text Editor, Easy Loader, Workflow Status and Help. The Document Manager appears in a horizontal panel at the base of the working area. You can undock, move, minimize, group or close panels as already described. Drag a tab onto the working area to convert it to a Classic-type tiled panel. Drag it back to the tab bar to revert to a tabbed panel, or use the Spacebar as already described. If panels are grouped, the tab name shows the active one. To restore the default Flexible View appearance, choose Reset Current View in the Window menu.

Easy Loader provides a Windows Explore functionality that can remain open during the session, allowing quick file selection and assembly (see Chapter 3).

r type file listing

and

The OmniPage Desktop and Views 23

Suggested scenarios:

Maximizing workspace (single screen)

Load a document. Open the panels you want to use. Grab them by their captions one by one, that they dock behind the active one as tabs. You can also dock Help to avoid handling two separate windows.

and drag them so

Working with recognition results (single

Load a document and have it recognized. Close all panels except the Document Manager and the both horizontally, scale down the Document Manager and dock it to the top or bottom. You can now step through the pages double-clicking them one by one in the Document Manager, inspecting recognition results in the Text Editor. The number of suspect words and reject characters in the Document Manager will help you identify problematic pages.

Handling large documents (dual-screen)

Load the document you want to work on. Move its Thumbnail View to your

nd monitor and

seco large scale overview of your document and far more space for thumbnail operations.

Text Editor. Maximize

maximize it for a

screen)

The OmniPage Desktop and Views 24

Verifying (dual-screen)

Place the Page Image on one screen and the Text Editor on the other. This gives you mo

re space for editing and proofing.

The Page Image is always available for verify

ing recognition and for performing

on-the-fly zoning and editing.

The scenarios presented above are only examples to give you an idea

of what you can do in Flexible View.

Quick Convert View

Use the Quick Convert View for fast recognition and saving. You can switch to Quick View only when you have no opened document and it can handle only one input file and one output document at a time. The picture shows the default appearance.

Processing

buttons

Quick Convert Options on toggled tab with Easy Loader

Quick Convert Options: document source and layout output text format, formatting level output folder and file name saving options page range

Page Image panel title

Quick Convert toolbar

Page Image

The OmniPage Desktop and Views 25

The Easy Loader is by default on a tab that toggles with the Quick Convert Options panel. A Help panel can be added, but further panels are not available in this view. You can change tabs to separate panels and minimize them, as in other views.

After loading a file, you should convert it before loading the next file. When an image explicitly close the image; just load a new file.

The Easy Loader in Quick View provides an additional click’ processing. Choose the Easy Loader sub-menu in the Process menu and choose either Load Files or Get and Convert. When the latter is chosen, multiple files can be selected – these files are loaded, recognized and saved using the current settings. For this, set the output file names to be the same as the source file names. See Chapter 3 and Help for detail.

The Quick View Page Image panel includes the Quick Convert

lbar, offeri

too access advanced functionality, such as image file saving, SET tools, on-the-fly zoning, zone reordering and manual zone drawing for vertical text, a different view should be used.

conversion is finished, you do not need to

feature: ‘one-

ng the most useful image handling operations. To

Custom views

For a custom view, arrange the panels and toolbars as you wish, then choose Window > Custom Views > Manage. Click Add and name your view. Your screen layouts will be displayed in the Custom Views submenu with a checkmark beside the active one. Resetting to a default is not available for custom views.

Changing views

Use the Window menu to change views. Panels are shown or hidden and arranged as they were when the chosen view was last

The OmniPage Desktop and Views 26

used. The Help topic on display remains unchanged regardless of view. Easy Loader retains its file location regardless of view and the Workflow Status continues to display information on the last workflow run. On program restart, Help displays the Welcome topic, Easy Loader the default folder location and Workflow status is empty.

The Toolbars

The program has eleven main toolbars. Use the View menu to show, hide or customize them. Status bar texts at the bottom edge of the OmniPage program window explain the purpose of all tools.

Standard toolbar: Performs basic functions.

Image to

of its tool groups can now be handled separately (mini-toolbars):

Formatting toolbar: Formats recognized text in the

Verifier toolbar: Co

verifier.

Reorder toolbar: Modifies the order of e pages.

Mark Text toolbar: Performs text marking and

Form Drawing toolbar: Creates new form eleme

Form Arrangement toolbar: Arranges and aligns form elem

All toolbars can be moved and customized in each view to your particular needs, including use

olbar: Perf

• Zones toolbar: Offers zoning tools.

• Rotate toolbar: Provides rotating tools.

• Table toolbar: Inserts, moves and

dividers.

orms image, zoning and table operations. Three

removes r

ntrols the location and appearance of the

lements in recognized

of a secondary monitor.

ow and column

Text Editor.

redacting.

nts.

ents.

The OmniPage Desktop and Views 27

The Form toolbars and the Mark Text toolbar (for details see Chapter 4) appear only in OmniPage Professional 17.

Basic Processing Steps

There are three ways of handling documents: with automatic, manual or workflow processing. The basic steps for all processing methods are broadly the same:

1. Bring a set of images into OmniPage. You can scan paper document with or without an Automatic

ent Feeder (ADF) or load one or more image

Docum files.

2. Perform OCR to generate editable text. After OCR, you can check and correct errors in the document using

OCR Proofread

the Text Editor.

3. Export the document to the desired location. You can save your document

place it on the Clipboard, send or publish it. You can save the same document repeatedly to different destinations, different file types, with different settings and levels of formatting.

Using OmniPage, you can choose from the following processing

ds: Automatic, Manual, Combined, or Workflow. You can

met start recognition from other applications, using Direct OCR and can also schedule processing to run at a later time.

Processing methods are detailed in

er and edit the document in the

to a specified file name and type,

it as a mail attachment

the next chapter

and in Help.

Settings

The Options dialog box is the central location for OmniPage settings. Access it from the Standard toolbar or the Tools

menu. Context-sensitive help provides

information on each setting.

Basic Processing Steps 28

How to use OmniPage with PaperPort

The PaperPort® program is a paper management software product from Nuance. It lets you link pages wi pictures, text or both. If PaperPort exists on a computer with OmniPage, its OCR services become available and amplify the power of PaperPort. You can choose an OCR program by right-clicking on a text application’s PaperPort link, selecting Preferences and then selecting OmniPage 17 as the OCR package. OCR settings can be specified, as with Direct OCR.

PaperPort digital documents that everybody in an office can quickly find and use. PaperPort works with scanners, multifunction printers, and networked digital copiers to turn paper documents into digital documents. It then helps you to manage them along with all other electronic documents in one convenient and easy-to-use filing system.

PaperPort’s large, clear item thumbnails allow you to visually or Word files, spreadsheets, PDF files and even digital photos. PaperPort’s Scanner Enhancement Technology tools ensure that scanned documents will look great while the annotation tools let you add notes and highlights to any scanned image.

th suitable applications. Pages can contain

provides the easiest way to turn paper into organized

ganize, retrieve and use your scanned do

cuments, including

PaperPort is included in the OmniPage package. PaperPort’s own installed and uninstalled separately from OmniPage.

For application information, refer to

documentation. PaperPort must be

Professional

How to use OmniPage with PaperPort 29

Processing documents

This tutorial chapter describes different ways you can process a document and also provides information on key parts of this processing.

Processing methods

Using OmniPage, you can choose from the following processing methods:

Automatic

A fast and easy way to process documents is to let OmniPage do it automatically for you. Select settings in the O

OmniPage Toolbox drop-down lists and then click Start. It will take each page through the whole process from beginning to end, when possible running in parallel. It will typically auto-zone the pages.

Manual

Manual processing gives you more precise control over the way your pages are handled. You can process the document page-by-page with diffe program also stops between each step: acquiring images, performing recognition,

exporting. This lets you, for instance, draw zones manually or change recognition language(s). You start each step by clicking the three buttons on the OmniPage Toolbox.

ptions dialog box and in the

rent settings for each page. The

Processing documents 30

+ 90 hidden pages