Nuance ScanSoft PageKeeper Pro - 3.0 User’s Manual

PageKeeper® Pro

User’s Manual

Caere Corporation

100 Cooper Court Los Gatos, California 95032-7603 USA

Caere GmbH

Innere Wiener Strasse 5 81667 München, Germany

Caere UK Information Centre

Abbey House 4 Abbey Orchard Street Westminster, London SW1P 2JJ

Centre d’informations Caere

72, rue Baratte-Cholet 94100 Saint-Maur, France

Please Note

In order to use this application, you should know how to work in the Microsoft Windows environment. Please refer to Windows documentation if you have questions about how to use menu commands, dialog boxes, scroll bars, edit boxes, and so on.

PageKeeper Pro Version 3

Copyright© 1999 by Caere Corporation. All rights reserved. Folder Watch is a trademark of Caere Corporation. The Caere logo, Caere, PageKeeper, PageKeeper Standard, PageKeeper Pro, OmniPage, and OmniPage Pro are registered trademarks of Caere Corporation.

All other trademarks are the property of their respective companies.

800-1304-030A

Welcome

Using This Manual................................................................................................................2

Getting Online Help..............................................................................................................3

Help Menu ......................................................................................................................3

Context-Sensitive Help..................................................................................................3

Getting Product Support ......................................................................................................4

Chapter 1 Installation and Setup

Minimum System Requirements ........................................................................................6

If You Have a Previous Version of PageKeeper or Visioneer PaperPort Installed .....6

Installing PageKeeper ..........................................................................................................7

Setting Up Your Scanner with PageKeeper ......................................................................8

Starting PageKeeper .............................................................................................................9

Registering PageKeeper ....................................................................................................10

Chapter 2 Introduction to PageKeeper

PageKeeper Features ..........................................................................................................12

PageKeeper User Interface.................................................................................................14

PageKeeper Desktop....................................................................................................14

PageKeeper View .........................................................................................................15

PageKeeper Find ..........................................................................................................16

PK Scan Button .............................................................................................................16

Selecting PageKeeper Settings ..........................................................................................17

General Settings............................................................................................................18

Scanner Settings............................................................................................................18

OCR Language Settings .............................................................................................19

New Document Settings .............................................................................................19

Folder Watch Settings .................................................................................................20

Table of Contents

Chapter 3 Getting Started Exercises

Getting Started.....................................................................................................................22

Exercise 1: Add a Document to PageKeeper..................................................................23

Exercise 2: Work with Folders..........................................................................................25

Exercise 3: Work in PageKeeper View ............................................................................30

Exercise 4: Work with a Clipped Group.........................................................................34

iii

Exercise 5: Find a Document ............................................................................................36

Chapter 4 Organizing and Working with Documents

Adding Documents to PageKeeper .................................................................................40

Scanning Documents into PageKeeper ....................................................................41

Scanning Documents Automatically with an ADF ................................................43

Adding Existing Documents to PageKeeper ..........................................................44

Adding Documents Automatically with Folder Watch ........................................45

Adding Web Page Links to PageKeeper ..................................................................47

Organizing Documents .....................................................................................................49

Creating Folders ..........................................................................................................49

Clipping Documents Together ..................................................................................50

Rearranging Items .......................................................................................................53

Renaming Items ...........................................................................................................54

Removing Items ..........................................................................................................54

Automatically Organizing Documents ...........................................................................56

Viewing Documents ..........................................................................................................60

Annotating Documents .....................................................................................................62

Opening Documents ..........................................................................................................65

Opening Documents in Their Own Applications ...................................................65

Opening Web Pages ....................................................................................................65

Opening Documents in Other Applications ...........................................................66

Printing, Faxing, and Mailing Documents ......................................................................67

Chapter 5 Finding Documents

Starting a Search .................................................................................................................70

Search Tips ..........................................................................................................................72

Entering Search Text ...................................................................................................72

Searching for Similar Documents .............................................................................72

Searching Within Search Results ..............................................................................73

Searching for Old Documents to Discard ................................................................73

Sorting Search Results by Relevancy .......................................................................73

Locating Search Words in Retrieved Documents....................................................73

Reusing Search Criteria ..............................................................................................73

Saving Search Criteria to a Smart Folder .................................................................73

Storing Search Results in a Folder ............................................................................73

Specifying Multiple Criteria for Your Search .................................................................74

Modifying Search Criteria .................................................................................................76

Changing the Search Conditions .....................................................................................77

Saving Search Criteria .......................................................................................................80

PageKeeper Find Options .................................................................................................82

Content Tab ..................................................................................................................82

Properties Tab ..............................................................................................................84

Image Tab .....................................................................................................................85

Look in Tab ..................................................................................................................86

Chapter 6 Technical Information

Troubleshooting Solutions ................................................................................................88

Solutions to Try First ...................................................................................................88

Low Disk Space Problems ..........................................................................................89

Low Memory Problems ..............................................................................................89

Problems Connecting PageKeeper to Your Scanner ..............................................90

System Crash Occurs While Scanning .....................................................................90

Converting Databases for Use in PageKeeper Pro ........................................................91

PageKeeper Standard and Lite 3.0 Conversions .....................................................93

PageKeeper 2.0 or 2.1 Conversions ...........................................................................93

Visioneer PaperPort Conversions .............................................................................94

Keeping Track of Document Changes .............................................................................95

Performing Background OCR on Images .......................................................................96

Image Quality Required for OCR..............................................................................96

Improving OCR Accuracy .........................................................................................97

Sending Documents from PageKeeper ............................................................................98

Customizing the Application Toolbar .............................................................................99

Document Thumbnails ....................................................................................................101

Checking PageKeeper Jobs .............................................................................................102

Uninstalling PageKeeper .................................................................................................104

Index

Welcome

Welcome to PageKeeper, and thank you for using our software! The following documentation has been provided to help you learn about PageKeeper.

This User’s Manual

This manual introduces you to the basics of using PageKeeper. It includes installation and setup instructions, an introduction to the product, exercises for getting started, task-oriented instructions, and technical information.

This manual is also available as an electronic file in PDF format. To open the file after installation, click

Programs

PageKeeper Online Help

The online Help contains information on features, settings, and procedures. It has been designed for quick and easy information retrieval. Please see “Getting Online Help” on page 3 for more information.

PageKeeper Readme File

Caere ApplicationsCaere DocumentsPageKeeper Pro Manual



in the Windows taskbar and choose

Start

The

PageKeeper Readme

software. To open the Windows taskbar and choose

Documents

Scanner Setup Notes

The

Scanner Setup Notes

about the Caere Scan Manager and supported scanners. To open this PDF file after installation, click

Programs

PageKeeper Pro Readme



Caere ApplicationsCaere Documents



file contains last-minute information about the

Readme

file after installation, click

Programs

is an electronic file that contains information

Start

Caere ApplicationsCaere



in the Windows taskbar and choose

Scanner Setup Notes



Start

in the

Using This Manual

This manual is written with the assumption that you know how to work in the Windows environment. Please refer to your 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.

The following conventions are used in this manual.

Convention Purpose

Italicized text

monospaced text Indicates physical file names

Note symbol Introduces a tip or an item of

Warning symbol Introduces important

• Emphasizes menu commands, dialog box options, and labeled buttons

For example: “Choose

menu.”

• Emphasizes new terms the first time they are used

• Emphasizes important words in a sentence

and folder locations

note about the current topic

information about the current topic

Open...

in the File

Getting Online Help

In addition to using this manual, you can use PageKeeper’s online Help to learn about features, settings, and procedures. Online Help is available after you install PageKeeper.

Getting Online Help

Choose on using Windows Help.

How to Use Help...

Help Menu

One way to open PageKeeper’s online Help is to choose commands in the Help menu.

The Help menu commands will vary depending on if you are in the PageKeeper desktop, PageKeeper View, or PageKeeper Find.

Context-Sensitive Help

You can get on-the-spot information about a particular PageKeeper command, toolbar button, or dialog box option in the following ways:

in PageKeeper’s Help menu to get information

PageKeeper Help

first command in the Help menu. Choose it to get contents and index listings for all Help topics.

is the

• Click the Help button in the Standard toolbar and then click any toolbar button, menu command, or area of the screen to display a Help topic explaining that item.

• Click the question-mark button in the upper-right corner of a dialog box and then click an item in the dialog box to get a popup explanation for that item.

Welcome 3

Getting Product Support

For the fastest and easiest way to get help, please look for solutions in this manual or in the online Help. See page 88 for troubleshooting tips.

If you need additional help, please use the following resources.

• Caere’s World Wide Web site

Go to Caere’s World Wide Web site for common questions and answers, updates, patches, troubleshooting procedures, and product information. Caere’s Web site address:

www.caere.com

If you are currently connected to the Web, you can choose commands in PageKeeper’s Help menu to get to Caere’s Web site.

• PageKeeper Readme file

Read the the software, including known problems and work-around solutions. To open this file after installing PageKeeper, click in the Windows taskbar and choose

Applications

• Caere Product Support document

Read the numbers you can call for product support, including ones for international customers. This document has been provided to you as an electronic document in PDF format. To open it, click

in the Windows taskbar and choose

Start Applications

PageKeeper Readme

Caere DocumentsPageKeeper Pro Readme



Caere Product Support

Caere DocumentsProduct Support



file for last-minute information about

Programs

document to get a list of telephone

Programs



Caere



Caere

Start

You must have Adobe Acrobat Reader 3.01 or greater installed in order to read PDF documents. To install the reader, click Windows taskbar and choose

DocumentsAcrobat Reader

Programs

Caere ApplicationsCaere



Start

in the

Chapter 1

Installation and Setup

This chapter provides information on installing and starting PageKeeper.

Please continue reading for information on these topics:

• Minimum System Requirements

• If You Have a Previous Version of PageKeeper or Visioneer PaperPort Installed

• Installing PageKeeper

• Setting Up Your Scanner with PageKeeper

• Starting PageKeeper

• Registering PageKeeper

Minimum System Requirements

These are the minimum system requirements to install and run PageKeeper:

• Computer with a Pentium or higher processor

• Microsoft Windows 95, Windows 98, or Windows NT 4.0

• 16MB of memory (RAM) for Windows 95 32MB of memory for Windows 98 and Windows NT

• 150MB of free hard disk space during installation (at least 100MB must be on the drive where Windows is installed)

• VGA monitor with 256 colors

• CD-ROM drive for installation

• Windows-compatible pointing device

• A compatible scanner if you plan to scan documents Please read the

Performance and speed will be enhanced if your computer’s processor, memory, and available disk space exceed the minimum requirements.

Scanner Setup Notes

for a list of tested scanners.

If You Have a Previous Version of PageKeeper or Visioneer PaperPort Installed

PageKeeper Pro can convert document databases from these versions of PageKeeper and Visioneer PaperPort:

• PageKeeper Standard 3.0 and PageKeeper Lite 3.0

• PageKeeper 2.0, 2.01, and 2.1

• Visioneer PaperPort Deluxe 4.0 and 5.1 - 5.3

During conversion, PageKeeper Pro transfers documents to its own folder system. Please see “Converting Databases for Use in PageKeeper Pro” on page 91 for instructions on starting the conversion process and information on what to expect for different product conversions.

Previous Versions of PageKeeper

If you have PageKeeper Standard 3.0, PageKeeper Lite 3.0, or PageKeeper 2.x installed, it is recommended that you uninstall it and restart your computer before installing PageKeeper Pro. If you want to transfer your current PageKeeper database to PageKeeper Pro, you

6 Chapter 1

must keep the database folder structure intact. You can safely uninstall your older version of PageKeeper without altering its database folder structure as long as you do not manually delete or move the database folders or their contents.

Visioneer PaperPort

If you have PaperPort Deluxe 4.0 or 5.1 - 5.3 installed, and you want to transfer your current database to PageKeeper Pro, you must keep the full application installed and keep the database folder structure intact until conversion is complete. You can uninstall PaperPort after successfully converting its database, if you no longer plan to use it.

Installing PageKeeper

PageKeeper’s Setup program takes you through installation with instructions on the screen at every step.

Before installing PageKeeper:

• Make sure your scanner is connected, turned on, and compatible with your system.

• Close all other applications, especially anti-virus programs.

• Log into your computer with administrator privileges if you are installing on Windows NT.

Installing PageKeeper

To install PageKeeper:

1 Insert PageKeeper’s CD-ROM in the CD-ROM drive.

PageKeeper’s Setup 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 CD-ROM. 2 Click 3 Follow the instructions on the screen to finish installation.

The Post-it® Software Notes application is automatically installed with PageKeeper. You can use Post-it documents in PageKeeper View. See “Annotating Documents” on page 62 for more information.

Installation and Setup 7

Install PageKeeper Pro

By default, PageKeeper installs all its program files in this

folder location:

c:\Program Files\Caere\PageKeeperPro30\System

in the first setup screen.

Notes to add text annotations to

Setting Up Your Scanner with PageKeeper

Caere Scan Manager is installed during PageKeeper installation. This sets up your scanner (or another input device such as a digital camera) so you can use it with PageKeeper. During installation, Caere Scan Manager prompts you to select your scanner manufacturer and model or other input device.

Read the Manager and supported scanners. You can open the after PageKeeper has been installed by clicking taskbar and choosing

DocumentsScanner Setup Notes

After installation, you can use Caere Scan Manager to set up additional scanners with PageKeeper and change various scanner settings. Caere Scan Manager is located in the Windows Control Panel.

To open Caere Scan Manager:

To change your scanner selection in PageKeeper:

Scanner Setup Notes

1 Click

Settings

2 Double-click the

1 Open PageKeeper. 2 Choose

The Select Scanner dialog box appears.

in the Windows taskbar and choose

Start

Control Panel



Select Scanner...

for more information on Caere Scan

Start

Programs

Caere Scan Manager

Caere ApplicationsCaere



icon.

in the File menu.

Scanner Setup Notes

in the Windows

3 Select the scanner or other input device you want to use with

PageKeeper in the drop-down list.

8 Chapter 1

The list contains all the scanners and other input devices (such

as digital cameras) that are set up in Caere Scan Manager. 4 Click OK after making your selection.

The selected scanner or other input device will be used in

PageKeeper until you change it again.

Starting PageKeeper

Standard toolbar

Action toolbar

The left side of the desktop displays PageKeeper’s entire folder structure.

To start PageKeeper, click

Programs

Caere ApplicationsPageKeeper Pro



in the Windows taskbar and choose

Start

. Or, double-click the

PageKeeper Pro icon on your Windows desktop.

PageKeeper takes some extra time to launch the very first time it starts because it customizes the Application toolbar with the applications that it finds installed on your system.

PageKeeper’s desktop displays all of the folders and documents it contains. The top-level folder is named

My Folders.

Application toolbar

The right side of the desktop displays the contents of the currently open folder.

The

folder contains sample documents. You can work with these

Sample

documents in Chapter 3, Getting Started Exercises, to familiarize yourself with PageKeeper.

Installation and Setup 9

Registering PageKeeper

Register your copy of PageKeeper with Caere Corporation to receive access to product support, notification of special offers, and the best prices on product upgrades.

Some versions of PageKeeper will only launch 25 times if you do not register.

You may not need to register some versions of PageKeeper. Your version of PageKeeper will not display a need to register it.

To register PageKeeper:

menu if you do not

1 Click the 2 Click 3 Fill out the information requested on the screen and then click

4 Follow the instructions on the screen.

PageKeeper decides on the best method of registration according to your country and computer system. It may try using your modem, linking to a remote FTP (file transfer) location, or visiting a Web site to transmit your registration information directly. In other cases, it may prompt you to call a telephone number or print out and mail in your registration information.

After registration is complete, you will be given a registration number. Be sure to write that number down and keep it handy in case you need to use it for reinstallation.

To re-register PageKeeper after reinstallation:

1 Click the 2 Click

Re-register

menu to open the Register dialog box.

3 Type in your registration number and click OK.

10 Chapter 1

Chapter 2

Introduction to

PageKeeper

PageKeeper helps you easily organize, find, and use documents on your computer. You can get paper documents off your desk by scanning them into PageKeeper. You can also keep track of other computer documents, such as word-processing files, spreadsheet files, and Web pages, by adding them to PageKeeper’s folder system.

Once you have added documents to PageKeeper, you can organize them into folders, arrange related documents into groups, preview and copy the contents of documents, make annotations on documents, open documents in their own and other applications, and find documents whenever you need them.

Please continue reading for information on these topics:

• PageKeeper Features

• PageKeeper User Interface

• Selecting PageKeeper Settings

PageKeeper Features

PageKeeper is designed to help you easily organize, find, and use all the documents on your computer. This section provides an overview of PageKeeper’s major features.

Scanning and Managing Paper Documents

Scan paper documents directly into PageKeeper and organize their electronic images in PageKeeper’s folder system. PageKeeper uses OCR technology to recognize text in scanned documents and other image documents so you can easily find documents by searching for words in their content. See “Scanning Documents into PageKeeper” on page 41 for more information.

Managing Word-Processing Files and Other Documents

Add word-processing files, spreadsheet files, and any other computer documents to PageKeeper’s folder system. PageKeeper uses advanced indexing technology to keep track of each document’s content so you can easily find documents by searching for words and other criteria. See “Adding Existing Documents to PageKeeper” on page 44 for more information.

Watching Folders for New Documents to Manage

Use the Folder Watch hard drive and network drives that you want PageKeeper to watch. As PageKeeper detects documents, it automatically adds them to its default folder. See “Adding Documents Automatically with Folder Watch” on page 45 for more information.

™

feature to specify folders on your computer’s

Capturing Web Pages

Add Web pages to PageKeeper’s folder system and maintain a live link to their Web addresses. See “Adding Web Page Links to PageKeeper” on page 47 for more information.

Displaying Thumbnail Representations of Documents

PageKeeper provides thumbnail views of documents so you can easily identify them as you look through PageKeeper’s folder system.

Organizing Documents into Folders and Clipped Groups

Create your own system of folders in which to arrange your documents. You can also “clip” documents together to associate them in groups. See “Organizing Documents” on page 49 for more information.

12 Chapter 2

PageKeeper Features

Automatically Organizing Documents with Smart Folders

Set up Smart Folders to have PageKeeper file your documents automatically according to specified criteria. This allows you to avoid spending time filing documents manually. See “Automatically Organizing Documents” on page 56 for more information.

Finding Documents with Advanced Searching Technology

Quickly retrieve your documents based on the information you are seeking. You can use Boolean (

must, should, must not

) logic to search over multiple criteria including words and phrases, keywords, dates, document names, document types, and other document properties. See “Starting a Search” on page 70 for more information.

Ranking Search Results and Highlighting Search Words

After a search, view returned documents in a prioritized ranking according to how relevant they are to your search criteria. See “Sorting Search Results by Relevancy” on page 73 for more information.

You can easily locate search words that were found in a document by opening it in PageKeeper View. The first occurrence of a search word is highlighted. Use the

Go to Next Search Word

Go to Previous Search Word

commands in the Edit menu to navigate through the rest of the search words. See “Search Tips” on page 72 for more search tips.

Previewing Documents

Open documents in PageKeeper View to preview their content and add annotations to them. See “Viewing Documents” on page 60 for more information.

Marking Up Documents with 3M Post-it

Notes and Other

Annotations

Use 3M Post-it

Notes to add searchable text annotations to documents. Use different colors to highlight areas of documents that you want to set off. Draw lines and free-hand scribbles to mark up documents. PageKeeper annotations do not affect the actual physical documents. They are only visible in PageKeeper View. See “Annotating Documents” on page 62 for more information.

Getting Editable Text from Images

Get editable and searchable text out of your scanned documents and other image files with award winning OCR technology (optical character recognition). You will be able to find images based on their textual content and open images in text-based applications. See “Performing Background OCR on Images” on page 96 for more information.

Introduction to PageKeeper 13

PageKeeper User Interface

Opening Documents Directly from PageKeeper

Open documents for editing in their own applications, open documents in other applications by converting them to different file types, and open live Web pages. See “Opening Documents” on page 65 for more information.

PageKeeper User Interface

These are the main parts of the PageKeeper user interface:

• PageKeeper Desktop

• PageKeeper View

• PageKeeper Find

• PK Scan Button

PageKeeper Desktop

The PageKeeper desktop displays all of the folders and documents it contains. The top-level folder is named

Standard toolbar

Action toolbar

My Folders

the top-level folder; it cannot be deleted.

My Folders.

Application toolbar

The left side of the desktop displays PageKeeper’s entire folder structure.

The right side of the desktop displays the contents of the currently open folder.

Please see “Organizing Documents” on page 49 for more information on organizing documents and folders on the PageKeeper desktop.

14 Chapter 2

PageKeeper View

PageKeeper View allows you to view the contents of documents without having to open their own applications.

In PageKeeper View, you can annotate documents with Post-it add color highlights, and draw lines and scribbles to mark up your documents. All of these annotations are stored in PageKeeper View; they do not affect your actual documents.

You can also copy the content of documents to the Clipboard and open documents in other applications from PageKeeper View.

PageKeeper User Interface

Notes,

Standard toolbar

Action toolbar

Thumbnails represent each document in a clipped group. Click the thumbnail of the document you want to display.

Annotation toolbar

Application toolbar

You can add Post-it® Notes to annotate your document.

This area displays the content of the current document.

Please see “Viewing Documents” on page 60 for more information.

Introduction to PageKeeper 15

PageKeeper User Interface

PageKeeper Find

Click each tab to view and select different search options.

PageKeeper Find allows you to search for documents based on the criteria that you specify.

Please see “Finding Documents” on page 69 for more information.

PK Scan Button

The PK Scan button is one way that you can scan paper documents into PageKeeper. When you open the PK Scan button, it sits on the Windows desktop.

Click here to start scanning.

Please see page 42 for more information on scanning with the PK Scan button.

16 Chapter 2

Click here to select options before scanning.

Click here to select an option for scanning in the drop-down list.

Selecting PageKeeper Settings

You can select settings for PageKeeper in the Options dialog box. To open this dialog box, click the Options button in the Standard toolbar or choose

Options...

in the Tools menu.

Selecting PageKeeper Settings

Click each tab to view and select different settings.

To get information about a particular setting, click this button and then click the setting. An explanation will pop up.

After selecting the desired

settings, click Options dialog box.

to close the

For more detailed information on settings, please look in PageKeeper’s online Help.

Certain setting selections affect the ability to select other settings. For example, if you select *.PCX as the file format for saving images in the

New Documents

tab, you will not be able to select the setting for saving

multiple pages as one file. This is because the *.PCX format does not support multiple pages. Settings that are unavailable are grayed out.

Introduction to PageKeeper 17

Selecting PageKeeper Settings

General Settings

Select how you want documents to be opened when you double-click them.

Scanner Settings

Click the

General

tab in the Options dialog box to select preferences for

working in PageKeeper.

Click the

Scanner

tab in the Options dialog box to select settings for

scanning documents into PageKeeper.

Select options for removing and renaming documents.

Select options for the pages you are going to scan.

Select options for scanning multiple pages and using an ADF.

Select this if you want to preview scanned documents before adding them to PageKeeper.

Select this if you want to perform

OCR on scanned documents.

Select brightness and contrast settings for the pages you are going to

Brightness

scan. the intensity of a color or

Contrast

tone. the relationship between the light and dark areas of the image.

determines

Please see page 41 for more information on scanning in PageKeeper.

18 Chapter 2

OCR Language Settings

Select the main language in the document you are scanning or adding. This setting is used for OCR.

Select any additional languages that are in the document you are scanning or adding.

For best results, select only the languages that are in the document you are scanning or adding.

Selecting PageKeeper Settings

Click the

OCR Language

tab in the Options dialog box to select language settings for OCR (optical character recognition). OCR is the technology that allows text information to be extracted from images.

New Document Settings

Select whether you want Smart Folders to move or copy documents from the default folder.

Select options for saving image files when you scan or paste them into PageKeeper.

Please see page 96 for more information on OCR.

Click the

New Documents

tab in the Options dialog box to select settings

for adding new documents to PageKeeper.

Specify the default PageKeeper folder. Documents are added to the default folder when no other folder is directly specified.

Introduction to PageKeeper 19

Selecting PageKeeper Settings

Folder Watch Settings

You can specify document types that you do not want PageKeeper to add.

Click the

Folder Watch

tab in the Options dialog box to specify folders on your hard drive and network drives that you want PageKeeper to watch for incoming documents. Detected documents will be automatically added to PageKeeper’s default folder.

Click this to select the folders you want PageKeeper to watch.

Please see page 45 for more information on adding documents automatically with Folder Watch.

20 Chapter 2

Chapter 3

Getting Started Exercises

This chapter includes the following exercises to help familiarize you with PageKeeper:

•Getting Started

• Exercise 1: Add a Document to PageKeeper

• Exercise 2: Work with Folders

• Exercise 3: Work in PageKeeper View

• Exercise 4: Work with a Clipped Group

• Exercise 5: Find a Document

Getting Started

All of the exercises in this chapter are started from the PageKeeper desktop, which appears when you start PageKeeper.

Standard toolbar Action toolbar

My Folders

top-level folder.

is the

To start PageKeeper, click

Programs

Caere ApplicationsPageKeeper Pro



in the Windows taskbar and choose

Start

. Or, double-click the

PageKeeper Pro icon on the Windows desktop.

PageKeeper takes some extra time to launch the very first time it starts because it customizes the Application toolbar with the applications that it finds installed on your system.

PageKeeper’s top-level folder is named another folder named default, the

folder is open the first time you start PageKeeper.

Sample

Sample,

which contains sample documents. By

My Folders.

This contains

Application toolbar

The sample documents are in the

Sample

folder.

Some exercises in this chapter rely on tasks accomplished in previous exercises. Therefore, you should complete all exercises in order.

22 Chapter 3

Exercise 1: Add a Document to PageKeeper

PageKeeper keeps track of any document that you add to its folder system. Follow these instructions to add a document to PageKeeper.

1 Click the

desktop to open it. You can add documents to any PageKeeper folder. In this

exercise, you are adding a document to the

2 Choose

The Add to PageKeeper dialog box appears.

3 Locate PageKeeper’s installation folder.

The default location of PageKeeper’s installation folder is: c:\program files\caere\PageKeeperPro30

4Open the document folder within PageKeeper’s installation

folder, and then open the sample folder.

Sample

New

folder on the left area of the PageKeeper

Sample

Document from Disk...



in the File menu.

folder.

5 Select the

A thumbnail representing the document is added to PageKeeper’s

6 Select the

Getting Started Exercises 23

Sales Memo.rtf

Sample

Sales Memo

document and click

folder.

document on the PageKeeper desktop.

Add

Exercise 1: Add a Document to PageKeeper

7 Click the PageKeeper View button in the Action toolbar.

The document is displayed in PageKeeper View.

8 Choose

You can set up a

in the File menu to close PageKeeper View.

Exit

Folder Watch

in PageKeeper so that it monitors selected folders on your computer’s hard drive and network drives. Folder Watch will automatically add newly detected documents to PageKeeper’s default folder. For more information on adding documents to PageKeeper, see page 40.

24 Chapter 3

+ 88 hidden pages