Getting Started Guide
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or copied only in accordance with the terms of such license.
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T
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PaperPort 12 Getting Started Guide, August, 2009
C ONTENTS
Welcome to PaperPort 5
Installing PaperPort 5
Activating PaperPort 6
Registration 7
Learning PaperPort 7
Technical Support 8
What’s new in PaperPort 12? 9
Getting to Know PaperPort 12
The PaperPort desktop 12
The PaperPort Ribbon 13
PaperPort items 13
The Folders pane 14
PaperPort item thumbnails 15
PaperPort page thumbnails 17
Two-part desktop 17
The Image View window 19
Customizable Quick Access Toolbar 20
PDF Viewer Plus 20
Acquiring Items 21
Scan to the PaperPort desktop 21
Set up your scanner with PaperPort 22
Using Scan Profiles 22
Print to PaperPort 23
Capture web pages 23
Add PaperPort folders 24
Use DesktopDelivery 25
Import pictures from your camera 25
Touching Up Images 26
Enhancing Images Manually 29
Edit multiple images 29
PaperPort Getting Started Guide iii
Annotating Pages 30
Annotation tools 30
Protecting Items 32
Filing Items 32
Add search criteria to items 34
Finding Items 35
Find items by their properties 35
Find words in an item 36
Add items to the All-in-One Search index 36
Use the All-in-One Search pane 37
Use PDF Searchable Image 38
Schedule indexing tasks 38
Sharing Files 39
Sending Items to Other Programs 40
Use OmniPage with PaperPort 41
Customize the Send To bar 41
Adjust Send To options 42
Converting Items 43
Convert items to image formats 43
Assembling documents 43
Convert images to text 44
Filling Out Scanned Forms 44
Creating PDF Documents 45
Using ScanDirect 47
Uninstalling PaperPort 48
iv Contents
Welcome to PaperPort
Welcome to the Nuance® PaperPort® Getting Started Guide
file, suitable for use with screen readers. If you print it to paper, we recommend
double-sided printing with two pages per sheet.
PaperPort provides the easiest way to turn paper into organized 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 organize, retrieve and
use your scanned documents, including 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.
. It is supplied as a PDF
Accompanying programs
PaperPort 12 includes a PaperPort image printer, a ScanDirect application
(described later), a Scanner Setup Wizard, an ImageViewer application (for viewing
and working with page images in a window separate from PaperPort) and PDF
Viewer Plus (for viewing and working with PDF files). In PaperPort Professional
12, the PDF Viewer Plus includes Nuance PDF Create, providing high-level
support for PDF creation from a wide variety of source files.
Installing PaperPort
You can install PaperPort from a CD or from the Web. The installation program
provides easy step-by-step instructions. Follow the guidance on each screen to
install the software. Installation and un-installation require Administrator rights.
PaperPort Getting Started Guide 5
PaperPort installation comprises three elements that are installed in a single process:
• PaperPort program (includes ImageViewer, Scan Direct and Wizard)
• PDF Viewer Plus (in PaperPort Professional this includes PDF Create.)
• PaperPort image printer.
PDF Viewer Plus is not installed if the top-line Nuance product PDF Converter
Professional is detected on the computer (version 5.3 or above) because it provides
all the functionality of PDF Viewer Plus, and much more additionally.
Click Autorun, select an installation language, accept or change the program
location. If PDF Viewer Plus/Create is to be installed, you have two checkmarks:
Set Nuance PDF as your default viewer for Windows and Internet Explorer
This sets PDF Viewer Plus as your system default PDF viewer. PDF files on the
PaperPort desktop are by default opened in a Nuance PDF product. If you select
this option, PDF files that are double-clicked anywhere on your system will open in
PDF Viewer Plus.
Install all Nuance PDF button and menu application add-ins
This places a Nuance PDF ribbon or toolbar in Microsoft Word, Excel,
PowerPoint, Outlook and Internet and Windows Explorer and Corel WordPerfect,
allowing PDF Create to make PDF files from the current document or mail
attachment or web page. Go to Control Panel Add/Remove programs to later
enable or disable these add-ins individually.
Autorun then starts the installer. It offers a Compete or a Custom installation.
Choose Custom only if you want to add your own folders to the supplied PaperPort
folders during installation. You can add folders later (see page 24).
Activating PaperPort
Most versions of PaperPort 12 and the associated PDF Viewer Plus require
activation. For activation and deactivation you need web access. You will be invited
to activate the product at the end of installation. Choose from automatic or manual
activation. The recommended choice is automatic; then PaperPort and the PDF
Viewer (with PDF Create for the Professional product) are activated together.
Provided your serial number is found at its storage location and has been correctly
PaperPort Getting Started Guide 6
entered, no user interaction is required and no personal information is transmitted.
Manual activation requires interaction and the two programs must be activated
separately.
If you do not activate the product at installation time, you will be invited to do this
each time you invoke the program. PaperPort 12.0 and the PDF Viewer can be
launched only five times without activation.
Registration
Registration enables you to take full advantage of Nuance® product support and to
receive notifications of product updates.
When you finish installing PaperPort, you are prompted to register online. If you
want to update your registration infor mation, you can always go to the Nuance web
site at
http://www.nuance.com
.
Learning PaperPort
This guide introduces you to PaperPort and shows you how PaperPort can help you
manage your information. Additional sources of information to help you learn how
to use PaperPort include a comprehensive Help system, the How-to-Guides,
Release Notes, and the Nuance web site. Access these from the Help ribbon.
Using this Guide
This guide is written with the assumption that you know how to work in the
®
Microsoft
if you have questions about how to use dialog boxes, menu commands, scroll bars,
drag and drop functionality, shortcut menus, and so on.
Windows® environment. Please refer to your Windows documentation
Using Help
The PaperPort Help includes detailed information on features, settings, and
procedures. Help is available from the PaperPort Help ribbon.
PaperPort Getting Started Guide 7
Additional technical support, including technical notes, software updates, product
information and product support issues and more is available also from the
PaperPort Help ribbon.
PDF Viewer Plus, and also PDF Converter Professional, have their own help
systems that include guidance on PDF creation.
Using release notes
PaperPort Release Notes provide important information about this release of the
program. This document is included on the installation CD, from the PaperPort
Help ribbon, and as a sample document on the PaperPort desktop.
Technical Support
Nuance offers both complimentary and fee-based technical support options
designed to meet your individual needs. Our services offer person-to-person
telephone and e-mail technical support. We also offer self-service, 24-hour access
to our Knowledge Base.
Visit
http://www.nuance.com
support contacts, and product updates. Before contacting Nuance, be sure to read
the user documentation and review the Release Notes.
for information about your support policy, local
Minimum System Requirements
A computer with an Intel® Pentium® or higher processor
Microsoft Windows XP 32-bit with SP3 or above, Windows Vista 32-bit and 64-bit
with SP2 or above, Windows 7 (32- and 64-bit versions)
Microsoft Internet Explorer 6.0 or above
512 MB of memory (RAM), 1 GB recommended
500 MB of free hard disk space for application files plus 20 MB working space
during installation
SVGA monitor with 256 colors, but preferably 16-bit color (called Medium Color
in XP and Vista) and at least 800 x 600 pixel resolution
Windows-compatible pointing device
PaperPort Getting Started Guide 8
CD-ROM drive for installation, or suitable web access for download
Web connection (with IE 6 or above) for activation and web updates
Performance and speed will be enhanced if your computer’s processor, memory,
and available disk space exceed minimum requirements. This is especially true
when handling very large color image and PDF files.
What’s new in PaperPort 12?
PaperPort 12 includes a number of valuable new features to help you manage your
documents.
Improved PDF performance
PDF files can be opened more speedily and displayed in PDF Viewer Plus, a newly
developed Nuance PDF handling application that is fully compatible with Adobe
Acrobat. PDF Viewer Plus opens files much faster than the general-purpose
ImageViewer, reducing memory requirements and permitting smaller file sizes. The
new viewer optimizes the rendering resolution for each element on the page
yielding a cleaner display and optimum print resolution. PDF Viewer Plus has its
own Help system.
Enhanced support for PDF files
PDF Viewer Plus provides a wide range of new PDF features including improved
annotations and dynamic or transparent stamps. Images within a PDF document
processed by PDF Viewer Plus can be sent to the ImageViewer to be enhanced
using SET tools, with the modified image returned to the PDF.
Fill and e-mail PDF forms and create new ones, either from scratch or by using an
updated FormTyper integrated into PDF Viewer Plus to instantly make any static
form fillable.
It uses Logical Form Recognition
also allows their properties to be managed better than ever before.
TM
technology to detect the form elements and
PaperPort Getting Started Guide 9
Searchable PDF files are now available through Scanner Profiles, through a right
click ‘Save As’ operation on the PaperPort Desktop, or directly in PDF Viewer Plus.
This makes the content of your scanned paper documents or image files accessible
to search engines such as Windows Desktop Search or Google.
Tab-and-ribbon User Interface
PaperPort 12 is now easier to use because all the program features are presented on
a set of tabbed ribbon style toolbars with controls placed in functional groups.
We've also added the new ‘Scan Now’ button so you can scan with one click
without having to change to the scanner settings view. A customizable Quick
Access Toolbar appears above the ribbon toolbars so you can put your most
frequently used features in one easy-to-find place. Accelerator keys allow command
activation from the keyboard; press the Alt key to see the accelerator values.
Background, panel and ribbon colors can be customized.
More accurate OCR
OCR (Optical Character Recognition) scanning accuracy has been significantly
increased; this is reflected in greater success when searching the content of
Searchable PDF file archives. Language settings can now be applied to Optical
Character Recognition to provide even greater accuracy in all supported languages.
Digital camera input
The Send To bar options for text applications have been updated to include a
PaperPort OCR option for digital camera correction. It is now possible to take a
picture of a document and accurately convert it into a text document. This is done
by applying special 3D-deskewing algorithms that flatten page images and correct
distortions to increase the accuracy of the resulting text document.
Making PaperPort more reliable
Sometimes PDF files may become corrupted so that they can no longer be opened.
In these cases PaperPort may not be able to generate a desktop thumbnail and this
may prevent PaperPort from launching properly. A new utility program
CheckPPFolders.exe
short help file. Run this program to identify and remove any corrupt files so that
PaperPort will work properly.
is supplied in the PaperPort program folder, along with a
PaperPort Getting Started Guide 10
The following advanced features are available only in PaperPort
Professional 12:
Folder Management
You can now automatically create multiple folders by importing a list of folder
names from a text file. This option is available when you right-click on any folder.
See the Help topic ‘About PaperPort folders’ for the required syntax.
New features in PDF Viewer Plus and PDF Create Assistant
You can create industry-standard text-based PDF documents from any application
directly with a right-click through the Windows or PaperPort Desktops (up to PDF
version 1.7), using the PDF Create Assistant or by printing directly from any
application with the printer driver called ‘ScanSoft PDF Create!’ Additionally you
can create PDF packages, batch create PDF files and much more using the PDF
Create Assistant. A table in the Help topic ‘About creating PDF files’ summarizes
which starting places, inputs, options and targets are available.
Support for SharePoint
PaperPort Professional 12 is able to communicate with the Microsoft SharePoint
Services 2003, SharePoint Portal 2003, SharePoint Services 2007 and SharePoint
Server 2007 document management systems: get files from there, process them as
desired, and then save the resultsby sending the output files back through the Send
To bar. ScanDirect supports scanning to PDF with the results directed to
SharePoint.
PaperPort is also supplied in Special Editions to selected scanner manufacturers and other
resellers. The feature set in these editions may vary, in line with each vendor’s requirements.
PaperPort Getting Started Guide 11
Getting to Know PaperPort
The Function pane can present:
• Folders
• Scan Settings
• Thumbnails
• All-in-One Search
• Properties
Image item
thumbnail
Text i t em
thumbnail
Access to
other pages
in this multipage item
Desktop
showing item
thumbnails
Send To bar
Ribbons with command buttons
Function Pane
showing folders
This section introduces you to the different parts of PaperPort. Refer to
the PaperPort Help for detailed information about all these topics.
The PaperPort desktop
The PaperPort desktop appears with the Folders pane when you first start the
program. It displays the documents in the chosen folder as thumbnails and
provides tools to manage them. PaperPort offers all the tools necessary to
organize, find, and use documents and images. Choose Options from the
Desktop ribbon and go to the Desktop panel to choose a color scheme for
the desktop and its elements.
PaperPort Getting Started Guide 12
The PaperPort Ribbon
PaperPort 12 and ImageViewer have a
modernized tab and ribbon interface.
The main elements are:
1. The PaperPort button
2. Quick Access Toolbar (see page 20)
3. Tab
4. Ribbon associated with the tab
5. Group inside the ribbon
6. Button within the group
7. A button drop-down list.
PaperPort items
The documents and photographs you acquire in PaperPort are called items.
There are two types of items:
• Image items are scanned documents, photographs, drawings and
other digital items in an image format, such as PDF Image, PDF
Searchable, JPEG, TIFF, or PaperPort Image (.max) files. They can be
scanned, copied or imported into the PaperPort desktop.
• Text items are documents that contain editable text, such as Word
(.doc), HTML, and Excel files, and are created by word processing and
other text-based applications. Normal PDF files are considered to be
text items.
Image items when double-clicked open by default in Image View that offers
many image-handling tools, including the SET tools. Go to Options >
Desktop to change this behavior. You can choose ImageViewer; this offers
the same functionality as Image View, but in a separate window so you can
still view the PaperPort desktop as you edit the chosen item. This is specially
useful in a dual-screen environment. You can also choose to open the item in
the application associated with the file type.
image items
and
text items
.
Getting to Know PaperPort 13
You can use any flavor of PDF file: PDF Image, PDF Searchable, and PDF
Formatted Text and Graphics (PDF Normal) with PaperPort. PDF files by
default open in PDF Viewer Plus or (if available) PDF Converter
Professional. These Nuance programs are optimized for handling, annotating
and editing PDF files. Go to Options > Desktop to change this behavior.
You can open PDF Image or PDF Searchable files in ImageViewer in order
to use the SET tools to improve the quality of PDF-image only items.
You can quickly send an item to another program without leaving the
PaperPort program. Just drag an item onto the link icon in the Send To bar at
the bottom of the desktop. PaperPort supports a wide variety of programs
including word processing, spreadsheet, fax, Internet e-mail, graphics, optical
character recognition (OCR), and online services programs.
PaperPort includes a
Samples
can keep on the PaperPort desktop.
You can also use PaperPort to view non-PaperPort items that reside on your
computer. Simply copy or move the document file or photo into a PaperPort
folder.
, containing items to demonstrate some of the types of items you
My PaperPort Documents folder with a subfolder
The Folders pane
The Folders pane presents a hierarchical view of your
PaperPort folders, similar to the view you see in Windows
Explorer. Use the Folder Tools to access its commands
quickly.
PaperPort installs a PaperPort folder named
PaperPort Documents
If you are using a multi-user system, each user has their
own My PaperPort Documents folder.
The My PaperPort Documents folder contains several subfolders whose
names –such as Articles, Business Cards, Photographs, and Receipts –
illustrate the different ways you can organize your items in PaperPort.
The Samples folder contains sample documents and photographs to help you
get started using PaperPort.
into your My Documents folder.
My
PaperPort Getting Started Guide 14
When you have acquired your own PaperPort items, you do not have to use
the My PaperPort Document folder to store them. You can add other local
and network folders to PaperPort’s Folder View. You can also delete the My
PaperPort Documents folder, but your PaperPort structure must contain at
least one folder.
To show or hide the Folders pane, click the Folders button on the Desktop
ribbon. With the desktop split, Folders panes can be displayed for each
Wor ks pa ce .
PaperPort item thumbnails
There are two kinds of thumbnails in PaperPort: item and
page thumbnails. Each item thumbnail is a small, graphic
representation of your document or photo. Page
thumbnails show pages of image items and PDF files in the
Page Thumbnails pane both on your PaperPort desktop
and in the ImageViewer.
One quick way to locate your PaperPort items is to visually browse through
the item thumbnails on your PaperPort desktop. Thumbnails show you
what’s in a document without having to open it. Thumbnails also give you the
ability to scroll through the pages of a document without opening it.
PaperPort shows large, clear thumbnails of all your documents and photos,
including:
• Scanned pages and photos
• Photos from your digital camera
• Image files in formats such as BMP, TIFF, JPEG, GIF, and MAX
• Microsoft Word, PowerPoint
documents created in popular software programs
®
, Excel®, Word PerfectTM , and other
• PDF documents
• PDF Image items
• HTML documents
Getting to Know PaperPort 15
Each item thumbnail appears with an icon that identifies the program in
which it was created or is currently associated. This makes it easy and
convenient to quickly see and find all the different types of items on your
computer.
Click on a thumbnail to see image attributes:
A small icon indicates that the Read-only attribute is set for that item.
A small icon indicates that the image has annotations.
Multi-page image items show to let you scroll through the pages even
with the Page Thumbnails pane closed.
Before you can work with an item, you must first select its thumbnail on the
PaperPort desktop. A red border appears around an item to indicate that it is
selected. Multiple selections are possible. While working with item
thumbnails, you can:
• Drag a thumbnail to reposition it on the PaperPort desktop.
• Drag a thumbnail to a folder to move the item to that folder.
• Drag a thumbnail to another open Workspace to move the item to
that open folder.
• Double-click a thumbnail to view the item.
• Press the Ctrl key and double-click a thumbnail to open the item in its
source program.
• Right-click a thumbnail to display the item’s shortcut menu.
• Drag a thumbnail to the Send To bar to send a copy of the item to
another program.
Using item thumbnails on the PaperPort desktop, you can also easily combine
individual PaperPort Image items or PDF Image items into multi-page items.
This feature is useful as an organizational tool if you are using a scanner that
can only scan a page as a separate item.
PaperPort Getting Started Guide 16
PaperPort page thumbnails
The Page Thumbnails pane on the PaperPort desktop and in ImageViewer
displays thumbnails for multi-page image items. Select a multi-page item, then
click the
can be done quickly without having to open the files. The first three items
listed below are available for all image files. The remainder are available for
PDF files (both on the PaperPort desktop and in ImageViewer or PDF
Viewer Plus) and MAX files (PaperPort desktop only). You can:
Thumbnail
button on the Desktop ribbon. Page-level operations
• Enlarge or reduce thumbnail size.
• Copy and move selected pages to a Workspace as separate PDF files.
• Copy and move pages between documents open in different panes.
• Copy, paste, cut, delete and reorder pages.
• Insert new pages at a certain location in the document.
• Append new pages at the end.
The Page Thumbnail view of a secure PDF is only available by supplying its
password.
Two-part desktop
When you first start PaperPort Professional 12, the desktop
appears split into two Workspaces – top and bottom. This
layout gives you a better oversight necessary to organize and combine your
documents more effectively even in a cross-folder fashion. Right-click the
active Workspace or use the
viewing. If you work with documents containing multiple pages, you can use
the corresponding function pane to view page thumbnails without having to
open the given document. You can also use these desktop areas to view your
folders, or the properties of the selected item. To remove the desktop split,
open the Desktop menu, and uncheck the Split Desktop menu item or click
the Split Desktop icon.
Change View
button to change the way of
Getting to Know PaperPort 17
Function pane
showing page
thumbnails
Desktop split
Function pane
showing
folders
Inactive
Workspace
Active
Works pa c e
Send To bar
You can also bookmark the Workspaces of your choice by using the
Bookmark Workspace
them, use the
Organize Bookmarks
command from the Desktop menu. To manage
command. Getting to a frequently used
Workspace is just a mouseclick away, since they are all displayed in the same
list.
PaperPort Getting Started Guide 18
The Image View window
SET tools on the
Page ribbon
Select
Area
button
Page Thumbnails Pane displays
one thumbnail for each page in
the document
Return to Desktop button,
by default on the Quick
Access Toolbar
(also on the View ribbon)
Current page
displayed in
large size,
ready for
enhancement
or annotating
To view an image item in the Image View window, double-click its thumbnail
in Desktop view, or choose
or from its shortcut menu. By default PDF files appear in PDF Viewer Plus,
not in Image View.
The Image View window allows you to take a closer look at your items and to
touch up and annotate them. You can also enlarge or reduce the view for easy
reading. Use the SET tools to enhance the current page image. Use the Page
Thumbnails pane to edit your document at page level.
Open with Image View
on the Desktop ribbon
Getting to Know PaperPort 19
Customizable Quick Access Toolbar
Set toolbar
button order
Buttons currently visible
Choose the ribbon
whose buttons you
want to add
Add/remove buttons
More available buttons
PaperPort’s buttons are placed on different ribbons according to their
functionality. You can place frequently used buttons on the Quick Access
Toolbar in PaperPort and also in ImageViewer. Right-click within the ribbons
area and choose Customize Quick Access Toolbar.
PDF Viewer Plus
PDF files on the PaperPort desktop when double-clicked appear by default in
the new PDF Viewer Plus. You can drag other files onto the PDF Viewer
Plus icon in the Send To bar (see page 40) to have a copy converted to PDF
and opened in the PDF Viewer. The first page appears in the main screen
area; a navigator panel on the left shows page thumbnails or form controls
and a comments panel can be displayed along the bottom of the screen. An
organizer panel on the right offers stamps. The PDF annotation tools are
described on page 31. If an image-only PDF enters the PDF Viewer, the
program may offer to make it searchable. If not, choose
PDF
Active PDF forms can be filled in directly in PDF Viewer Plus. Static forms,
for instance ones scanned to PaperPort, can be turned into fillable forms by
using FormTyper, as described on page 44.
PDF files opened from the PaperPort desktop return there when you finish
editing or annotating them with all the updates included.
from the Tools menu.
Make Searchable
PaperPort Getting Started Guide 20
Acquiring Items
There are many ways to bring images and documents into PaperPort so that
you can use PaperPort’s viewing, editing, annotation, indexing, OCR, and file
management tools. For example, you can:
• Scan photos, pages, and other images on a scanning device.
• Add folders to PaperPort that already contain images and documents.
• Import files from other programs on your computer.
• Print documents from other programs to the PaperPort desktop.
• Drag or cut-and-paste images and documents from Windows
Explorer, or other programs to the PaperPort desktop.
• Acquire photos from a digital camera.
• Bring files into PaperPort Professional 12 using DesktopDelivery.
• Capture snapshots of web pages, using a supplied but separate utility
that runs on Windows XP.
Scan to the PaperPort desktop
PaperPort is designed to work with TWAIN- and WIAcompatible scanners.
Click the
Photo pane. Choose a scan profile. Profiles are optimized
for typical scanning tasks.
Then choose between using the native interface of the
scanner or utilizing the new Scanner Settings pane of
PaperPort for best scanning results. To use the interface of
the scanner driver, mark the checkbox
dialog box
onto the active Workspace.
Turn on the Capture Assistant to add subject, author and keywords to items
and (in PaperPort Professional) to view and control scanning progress.
Scan Settings
. Leaving it empty will put the scanned item
button to display the Scan or Get
Display scanner
Acquiring Items 21
When the scan is complete, you will see your item on the PaperPort desktop.
If your scanner does not use a TWAIN or WIA device driver, use the program that
came with your scanner to scan items. Then, copy or move the scanned items to
PaperPort. Refer to the PaperPort Help for more information about scanning.
PaperPort makes it easy to scan pages as separate items or as a multi-page
item. To scan and collate two-sided pages on your ADF scanner, flip the
pages when prompted, click
Scan Other Side
, and PaperPort will
automatically scan and collate the pages in the correct order.
You can also use your scanner device buttons to scan directly into PaperPort.
Open the Windows system Control Panel, choose Scanners and Cameras,
choose an event in the Events tab, and assign PaperPort to it.
You can also use a high-speed, networked scanner to scan items to a networked
folder and then add the folder to PaperPort. Use DesktopDelivery (available in
PaperPort Professional 12) to monitor folders for incoming scanned images.
Set up your scanner with PaperPort
Before using PaperPort 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 PaperPort.
Properly installed and correctly functioning scanners are
immediately available in PaperPort by clicking the
button, and choosing one in the
Available Scanners
dialog.
If you are not satisfied for your scan results, you can run
the PaperPort Scanner Setup Wizard from the Start menu,
under the program group PaperPort 12.0.
Select
Using Scan Profiles
PaperPort comes with scan profiles optimized for typical scanning tasks.
Choose Black and White, Grayscale or Color Document, Color Photograph
or Color Searchable PDF Document.
PaperPort Getting Started Guide 22
Scan profile panels have the following tabs:
• Profile: displays the currently used scan profile.
• SET: define what enhancements you would like to run automatically.
• Output: set file format and automatically suffixed file names.
• Scan: adjust scan settings: mode, resolution, size, orientation, filter
color, brightness and contrast
In PaperPort Professional 12, you can also add new profiles, or remove
existing ones. This edition of the program contains an extra scan profile:
Color PDF-MRC High Compression. MRC is a technology that lets you
make much smaller PDF files.
Print to PaperPort
To bring items in from other programs, print them to the PaperPort desktop
as PDF Image, PDF Searchable or PaperPort Image (.max) items. The default
is PDF Image; go to Desktop > Options > Item to change it. This lets you
quickly import spreadsheets, pictures, database files, word processing files,
and other files into PaperPort as items on the PaperPort desktop. This works
through the File menu (or equivalent) in the source application; choose Print
to PaperPort or choose Print, then choose PaperPort Image Printer.
With PaperPort Professional, you can use PDF Create add-in buttons in
Office applications to make a PDF from the current document or attachment
in the Formatted Text & Graphics (PDF Normal) format. Do this also by
choosing Print and selecting the printer named
Choose Print in your web browser to create print-formatted views of web
pages. The printer PaperPort Image Printer gives you MAX, PDF Image or
PDF Searchable files, the ScanSoft Printer gives you Normal PDF.
In all cases, PaperPort is launched if not running and the PDF file is placed
on the current desktop.
ScanSoft PDF Create!
.
Capture web pages
You can use Web Capture to capture web pages on the Internet as PaperPort
Image items or PDF Image items on your PaperPort desktop. These items
function as convenient pointers to your favorite web sites.
Acquiring Items 23
Once you capture a web page, you can view it, archive it, go to the actual web
page on the Internet (MAX items only), or index the content of captured web
pages. This program is installed along with PaperPort, but is not integrated
into it. Go to the program folder and run
PPwebcapture.exe
. It functions
only on the Windows XP operating system. A short help file is available at
the same location.
Use the Print to PaperPort feature to create print-formatted views of web pages,
which can also be added to the All-in-One Search index for searching by text
content.
Add PaperPort folders
PaperPort provides an easy-to-use filing system for
organizing your items and sharing them with others. In
the Folders pane, you can:
• Add existing folders on your computer to the
Folders pane.
• Create new folders, mapped network drives
and folders on external attached devices.
Initially, the Folders pane shows a set of folders designed to help you get
started using PaperPort. You can move or delete these folders whenever you
prefer. If you choose a custom installation, you can add your own folders at
that time.
Any time later, you can add folders already on your computer to the Folders
pane, including network folders and folders on external devices attached to
your computer. Documents within these folders are then available for use
within PaperPort.
Refer to the PaperPort Help for more information about adding and using
PaperPort folders.
Use Folder Notes to assign the same file information to all PDF or MAX files
arriving in a folder of your choice through scanning or DesktopDelivery.
PaperPort Getting Started Guide 24
Use DesktopDelivery
Monitored e-mail inbox folder
Monitored folder
DesktopDelivery (PaperPort Professional 12 only) monitors
network or local folders for incoming files of specified types (PDF, TIFF,
JPEG and MAX). It can also monitor e-mail folders for attachments. It
imports these files to specified PaperPort DesktopDelivery folders (i.e.
PaperPort folders designated to receive files from a monitored folder outside
PaperPort).
from the shortcut menu.
You can auto-add item properties to PDF and MAX files entering the
selected DesktopDelivery folder. Refer to the PaperPort How-to-Guides or
Help for details.
Right-click on any PaperPort folder and select
DesktopDelivery
Import pictures from your camera
To bring digital photos on the PaperPort desktop, first plug your camera in. If
your device is displayed as a drive you can start acquiring your files. If your
camera does not support this kind of operation, and its driver is installed
properly, its TWAIN or WIA interface will display enabling you to import
images from it.
Do not edit the images on your camera in place – not all editing produces the
desired result first time. Instead, bring your files into PaperPort and use the SET
tools to enhance them.
Acquiring Items 25
Touching Up Images
When you display an image item in the Image View
window, PaperPort provides several tools you can use
to adjust or improve your image.
For example, you can straighten a scanned page,
lighten an underexposed photograph that is too dark,
adjust the color in a color picture, remove “dirt spots”
from a document page, clear shadows and spots from
page edges, or sharpen fuzzy pictures. In addition, you
can rotate an item, remove stray dots, enhance lines, remove red eye, and crop
part of an image.
Some SET Tools are primarily designed for photo, or image enhancement,
while others (shaded) help you prepare items containing text for Optical
Character Recognition (OCR).
Scanner Enhancement Technology tools
Select Area Use the Select Area tool to select part of an image
you want to cut, copy, or delete using the
commands on the Page ribbon or in the shortcut
menu. Use it also to select part of an image before
cropping or using the Remove Red Eye tool.
Rotate an
image
Click the Rotate Right tool to rotate the selected
item 90 degrees to the right.
Straighten
an image
Autoenhance
an image
Sometimes a document is crooked when scanned.
When this occurs, you can use the Straighten and
Auto-Straighten tools to adjust it. Straightening
lines of text in an image file will yield better OCR
results.
The Auto-Enhance feature adjusts the brightness
and contrast, color, and tint of an image. PaperPort
analyzes the image and tries to correct whatever is
wrong with it.
PaperPort Getting Started Guide 26
Enhance
an image
Sharpen
an image
Remove
red eye
Remove
part of
an image
Remove
stray dots
Improve
lines
Erase
edges
Set white
point
You can manually adjust your image using the
Enhance tool. It lets you change brightness,
contrast, color and tint values and choose the best
result from nine candidates, as shown on page 29.
Select the Sharpen tool to adjust the sharpness of
a blurry picture or blur a sharp image for special
effect.
The Remove Red Eye tool helps you to remove
the red-eye effect from a selected part of a picture.
Red Eye may occur when photographing people or
animals in low light or with a flash.
When you want to save or work with only part of a
page or image, you can crop the image or you can
erase the part that you do not want to use.
Use the Selection tool to define the part you want to
keep and then use the
remainder. Select the
the image that you draw over with the pointer.
Scanned images sometimes include stray dots or
“speckles”. The
automatically finds and removes such “dirt” from a
page. Use it for better OCR results. Works on blackand-white images.
The
Improve Lines
images) darkens lines and connects broken lines in a
table or form to appear darker and straighter. The
use of this tool will render better recognition results.
Use this tool to clear shadows and spots from page
edges to improve OCR performance.
Click this tool, then click on a light color in the
image that will become the white point. See below.
Crop
tool to remove the
Eraser
tool to erase the area of
Remove Stray Dots
tool (for black-and-white
tool
Touching Up Images 27
Set black
de
f
ault
New white
po
i
nt
d
efa
ult
New blac
k
p
o
i
nt
Before:
After:
point
Click this tool, then click on a dark color in the
image that will become the black point. The colors
chosen for the new white and black points are
displayed on the Status bar.
Apply
current
black and
Click this tool to apply the new black and white
points to the current image. If the result is not
acceptable, undo your changes and pick new values.
white points
Changing the black and white points
You can do this to improve image quality by removing the very dark and
overexposed areas. All colors lighter than your chosen new white point will
become white. All colors darker than your chosen new black point are set
to black. A typical use for this is to remove a shaded gray background in a
document you want to OCR. Select one of the darker gray pixels from the
background and apply it as the white point. Then the background will
become white. Changing black and white points for a color photo will
typically increase its contrast, but may also change color values.
You can apply new black and white points to individual images, as
described. You can also apply them as an auto-enhancement to all new
pages scanned with a given scan profile.
PaperPort Getting Started Guide 28
Enhancing Images Manually
Click to finish
enhancing
Slider for less
or more
Original image
(with reset)
Current selection
Choose to modify
Brightness & Contrast
Color
Tint
Choose Enhance from the Page ribbon in Image View to receive nine
candidate variants of your picture. Adjust brighness and contrast, color, or
tint, then double-click the desired image. It is placed in the center and
becomes the new original. The first original remains and can be reset.
Edit multiple images
The ability to process items as a group is often referred to as batch
processing. PaperPort provides batch processing features so that you can
quickly enhance, modify, or rotate multiple image items in a single operation.
Select one or more image items on the desktop, and then, on the Item ribbon,
choose the desired command. See the Help for more information.
Touching Up Images 29
Annotating Pages
PaperPort includes a collection of annotation tools that allow you to mark up
scanned documents with information you would like to keep with that
document. PDF files are best annotated in the supplied Nuance PDF
product. PaperPort Image (.max) files and all other image items must be
annotated in Image View or ImageViewer, but remember that you can drag
any of these files onto the Nuance PDF product icon on the Send To bar to
have them converted to PDF Image or PDF Searchable, ready to be
annotated or otherwise edited.
In PDF and PaperPort Image (.max) files, annotations are editable, meaning
that you can reposition, change, remove them, or edit textual content
whenever you want. On other types of image items, such as JPEG and
Windows Bitmap files, annotations become a permanent part of the image
when you save the item. For item types that cannot accept annotations,
PaperPort automatically disables the annotation tools.
Using PaperPort’s annotation tools, you can add notes and text, highlight text,
draw lines and arrows, or stamp a picture onto an image item.
It is easy to send a document with annotations to people without PaperPort
by using the PDF Image or PDF Searchable format. The recipient only has to
double click on the e-mail attachment they receive from you and they will see
the document in the system default PDF viewer – annotations intact.
Annotation tools
You can select an annotation tool from the Annotation ribbon whenever you
display an image item in the Image View window. Use commands in the
Annotation Settings group to change properties for future annotations
created with that tool. This does not affect existing annotations. To turn off
any annotation tool, click a different one – the
usually the best for this. See a detailed list of these tools in Help.
We detail here the annotation tools available in PDF Viewer Plus for use with
PDF files.
Select Annotation
tool is
PaperPort Getting Started Guide 30
Use the following commands in PDF Viewer Plus:
Select this tool and click in an annotation to move,
Hand
Note
Text Box
Highlight
cut, copy, or resize it on the page. Double-click on a
note or text box to edit its text. Right-click on a
selected annotation to change its status or properties.
Want to give yourself a reminder? Select the Note
tool and add a resizable note much like a sticky note
that you write on and then stick on paper
documents. You can shrink the note to an icon.
Right-click to access note properties. Double-click to
re-open the note.
Adding a text label to your images is simple with the
Text tool. Select this tool to enter text whose
properties you can set in Edit > Preferences >
Comment.
Use the Highlighter tool to highlight selected text
on the page or in a text box, just as you might use a
highlighting pen on paper.
Pencil
Line
Stamp
The Pencil tool lets you draw freehand lines on the
page.
Select Line tool to draw straight lines; right-click and
choose properties to make arrows and further
format the line.
The Stamp tool lets you paste supplied stamps or
bitmapped images of your choice on the page, much
like using a rubber stamp.
Annotating Pages 31
Protecting Items
In PaperPort Professional 12, you can adjust the security level
of your PDF files (supported up to format 1.7). When you
create a new PDF from existing ones (for example, by copying
a thumbnail of a page onto a Workspace) its security settings
will be the same as those of the original one. Newly created
PDF files will be generated according to the default PDF
security settings in PaperPort, as specified on the Item ribbon.
There are two types of passwords in the program. The open password
restricts document accessibility: you can only open it by supplying the
password when prompted. The permissions password allows users to define
how the document may be used. If it is not specified, further use of the file is
possible without any restrictions.
Filing Items
A key to organizing items in PaperPort is filing items in appropriate folders.
You can drag and drop items from one folder to another or from the
PaperPort desktop into any folder you want. You can specify search criteria to
help you find your items later. Moving and copying items between folders is
also possible in split view across Workspaces. The name of each item appears
below the thumbnail in thumbnail view. In a multi-page item, the name
appears below the individual page names.
Using the Folder Manager dialog box, you can add,
remove, move, and rename PaperPort folders. You
can change the color of a folder icon to one that
helps you organize your items. You may also add,
remove, move, and rename any folder in Windows
Explorer that is viewed with the PaperPort folder structure. These changes
will be automatically reflected in PaperPort.
In the Folders pane, you can drag and drop, copy or move subfolders and
their content to other subfolders or PaperPort folders, create or delete
subfolders; or add Folder Notes. Sharing and Security, and DesktopDelivery
adjustments can also be directly made for each folder shortcut menu.
PaperPort Getting Started Guide 32
The
Back
button makes it easy to step through the ordered history
of folders you recently visited one by one – functioning similarly to
Internet Explorer – enhancing quick backward navigation for both
Workspaces independently of each other.
You can add notes to folders that are relevant to their content. A
customer name, telephone number, date of birth, project ID,
e-mail address are typical examples.
When scanning or using DesktopDelivery, this information can be
automatically added to all PDF or MAX files entering this folder, so it is
easier to search for them with the PaperPort All-in-One Search or other
search utilities.
Folder Notes are automatically added only if you checkmark ‘Automatically
add keywords from Folder Notes’ in the Output panel of the Scan Settings
dialog box or (in PaperPort Professional for DesktopDelivery) in the Folder
Properties dialog box.
In PaperPort Professional, you can quickly import a set of folders plus any
content by listing them in a plain text file with precisely this structure:
*** PaperPort ***
Foldername1
Foldername2
Foldername2/subfoldername2a
Foldername2/subfoldername2b
Foldername3
...etc.
Right-click in the Folders pane and choose Import Folder Structure to select
the text file.
Filing Items 33
Add search criteria to items
You can assign item properties to PaperPort Image items and PDF files, and
then use the properties as search criteria to find items in PaperPort.
PaperPort also allows you to assign the same keywords to multiple items at
the same time, providing a powerful tool for organizing and locating similar
documents and images.
Select multiple items on the PaperPort desktop, then choose
from the shortcut menu; words entered under
Keywords
Another way to assign the same item properties to all PDF or MAX files
arriving in a folder of your choice through scanning or DesktopDelivery is to
use Folder Notes. Enter words under Subject, Author and Keywords. These
words are applied only if you checkmark ‘Automatically add keywords from
Folder Notes’ in the Output panel of the Scan Settings dialog box or (in
PaperPort Professional) in the Folder Properties dialog box for
DeskopDelivery.
will be applied to all selected items.
Subject, Author
Properties
and
PaperPort Getting Started Guide 34
Finding Items
PaperPort provides features to help you find your PaperPort items. You can
quickly find an item by visually browsing through thumbnails on your
PaperPort desktop.
When you have many folders and items, PaperPort provides more powerful
capabilities with All-in-One Search.
All-in-One Search provides many options for specifying where and what to
look for when finding an item, including indexed text content. This
information is referred to as search criteria.
You can look for items by:
• Item properties (File search)
• Text content (Index search)
Find items by their properties
You can search for any type of item by its item name.
You can also search for PDF and PaperPort Image (.max) files by item
properties, such as keywords and subject information.
When you search by item properties, turn off the ’Use All-in-One Search
index’ checkmark, then specify criteria as follows:
• Name – item name (not necessarily that of the file).
• Author – as defined under Item properties.
• Keywords – as defined under Item properties.
• Comments – as defined under ’Subject’ under Item Properties.
• Annotations – Notes or text labels added to PDF or MAX files.
• URL – The link texts of captured web pages.
The Author, Keywords, Comments and URL are available for PDF or
MAX files only.
Finding Items 35
Find words in an item
To search for words within an item, you need to add the item to the
All-in-One Search index and select
using the index, you can find items that have been indexed by their
properties, or text content, or both.
Specify search limits:
• all files in current folder but not its sub-folders
• current folder plus sub-folders
• all PaperPort folders and sub-folders.
Define search precision:
• Exact match finds words and common endings: search look finds looks,
looked, etc.
• Approximate match finds as above and more: search look might find
lock or luck.
When the search is complete, results are displayed – each as one row of a
table. Select one and click the
occurrences in their context. Click the
the file and place it onto the Clipboard. Right-click a result file and choose
‘Open’ to launch the document in its associated application. ‘Open
Containing Folder’ switches to the file’s folder with the file selected.
To filter search results using file information, turn on the relevant checkboxes under
Name, author, keywords
Use All-in-One index
View Text
button to see your search phrase
Copy Text
and specify search text here as well.
. When you search
button to extract text from
Add items to the All-in-One Search index
The All-in-One Search index uses PaperPort’s OCR software to extract and
copy textual content from your items, and creates a database of the words or
phrases in those items, much like the index of a book. Item properties, such
as name and author, are also added to the index. Although creating an index
is time consuming, searching for items in the index may be much faster than
searching file by file.
Using PaperPort Options available from the PaperPort button, you can
specify whether you want All-in-One Search to run automatically each time
you add a new item or modify an existing item. You can also set how long
PaperPort should wait before starting the update process.
PaperPort Getting Started Guide 36
If you prefer, you can manually update the All-in-One Search index for all
items, a single item, or all items in one or more folders. It is good practice to
update the All-in-One Search index on a regular basis to shorten the length of
time required to complete the process.
Use the Index Manager in PaperPort Professional 12 to create and schedule
indexing tasks on a regular basis. For quick access to your regular indexing
processes, launch the Index Manager directly from the All-in-One Search pane.
Use the All-in-One Search pane
Use the All-in-One Search pane to enter search criteria and
select options for finding your PaperPort items.
A file search is based on item properties only. You enter
the item properties in the
An index search references PaperPort’s All-in-One Search
index to find item properties or actual text contained
within an item. You enter the item properties in the
author, keywords
Containing indexed text
To do an index search without a file search, enter a string in the Containing
indexed text edit box and clear all six file search checkmarks.
To do a file search without an index search, turn off the Use All-in-One index
checkmark and enter a string in the Name, author, keywords edit box, select
as many of the six file search checkmarks as desired.
To do a file and index search on a single search string, turn on Use All-inOne Index, enter the string in the Containing indexed text edit box, make
sure the Name, author, keywords edit box is empty and turn on as many file
search checkmarks as desired. The search returns a list of all items that match
the search string, either in file contents or file information.
To do a combined file and index search, turn on Use All-in-One Index, enter
a string in the Containing indexed text edit box, enter a string (same or
different) in the Name, author, keywords edit box and turn on as many file
search checkmarks as desired. The search returns a list of all items that
contain the specified string or strings in
information. In other words, you are likely to find few occurrences.
Name, author, keywords
box and the text content in the
box.
both
the file contents and the file
box.
Name,
Finding Items 37
Use PDF Searchable Image
In addition to using PaperPort’s proprietary search and indexing
capabilities, you can also create
that can be indexed and searched outside of PaperPort. PDF
Searchable is a flavor of PDF; it contains a bitmapped image of a
document or graphic with textual content stored as hidden text. This format
maintains an identical appearance to the original document and enables other
programs, such as Nuance PDF Converter Professional, Windows Desktop
Search or Google to search the contents of the file.
You can create files in
PDF Searchable Image
• Open an item and choose Save As from its shortcut menu. Choose
PDF Searchable Image as its file type.
• Scan an item using the profile ‘Color Searchable PDF document’.
• Import an image-only PDF into PDF Viewer Plus or PDF Converter
Professional. It may offer to make a searchable copy; if not select
Make Searchable PDF from the Tools menu.
• Print an image to the PaperPort desktop. By default it becomes an
Image PDF. Go to Desktop > Options > Item to specify Searchable
PDF as your preference.
PDF Searchable Image
format as follows:
files
Schedule indexing tasks
PaperPort Getting Started Guide 38
The Index Manager is a PaperPort
Professional 12 application
designed to create, modify and
schedule indexing tasks for a given
local or network folder. Indexed
files can afterwards be searched
with the All-in-One Search.
For new tasks you can set which folder to browse (local or network) with
subfolders included or excluded, set timing and recurrence (duration, pattern
and range), activate and deactivate a task, pause its completion, or skip a task
occurrence. In the program settings dialog box, you can specify how and
when the Index Manager should stop.
Sharing Files
PaperPort provides many tools to make it easy for you to share files, images,
and documents with friends, colleagues, and business associates.
These tools are built into the program and are readily available on different
ribbons for quick access whenever you need them.
To help you share your items with others, PaperPort makes it easy to:
E-mail items to others, simply by dragging the items to your
favorite e-mail program on the PaperPort Send To bar.
Scan or convert items to the PDF format, the ever-popular
file-sharing format considered by many as the industry
standard for document distribution.
Access shared folders located on your local or wide area
network, by adding the folders to your PaperPort Folder
pane.
Access Sharing and Security settings directly from the folder
shortcut menu.
With PaperPort, it is simple to set up a
shared folder on a server or a PC that
can act as a central repository for all
important office documents. Each
PaperPort client can connect to that
folder and use PaperPort’s document
management features and paper
handling tools to find and use
documents instantly.
Sharing Files 39
In addition, you can convert items to popular output formats for shared use
OmniPage
OP Workflows
PDF Converter
Microsoft Outlook
®
SharePoint
FormTyper
PDF Viewer Plus
in numerous other programs. To obtain a list of all supported program links,
visit PaperPort at the Nuance web site at
www.nuance.com
.
Sending Items to Other Programs
Drag and drop functionality makes opening your files in your favorite
programs a snap. Simply choose the file you want and drop it onto the
program icon on the Send To bar at the bottom of the PaperPort desktop.
Common office tasks like e-mailing and faxing are now faster than ever. The
Send To bar makes using scanned documents in other applications easier by
automatically translating the document into a form that the receiving
application can understand.
For example, you can drop a scanned image of a letter onto the Microsoft
Word link on the PaperPort Send To bar, and PaperPort will recognize that
the application you are attempting to open needs a text file rather than an
image file. PaperPort will run OCR for you, and send editable text to Word
rather than a static image file.
PaperPort supports a wide variety of programs including word processing,
spreadsheet, fax, Internet e-mail, graphics, optical character recognition
(OCR), and online services programs. The program link on the Send To bar
does any necessary conversion and may provide options for sending the item.
PaperPort Getting Started Guide 40
Use OmniPage with PaperPort
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
Send To Options and then selecting OmniPage as the OCR package, instead
of the always available PaperPort OCR.
With OmniPage you can:
• Instantly convert paper into usable Microsoft Office documents.
• Turn PDF files into editable documents while retaining their layout.
• Automatically process images from network MFPs and scanners.
• Scan and convert documents into XML, PDF, TIFF and more.
• Share documents using e-mail, Web, XML and e-Books.
• Use OmniPage workflows for instant but effective control
over document conversions.
Customize the Send To bar
You can change the way program icons appear on the Send To bar in a
number of ways. Specifically, you can add programs, and remove or rearrange
program icons. Refer to the PaperPort Help for details.
Sending Items to Other Programs 41
Adjust Send To options
You can tune Send To options to
specify how you want to use a
certain program on the Send To bar.
For example, you can specify the file
format in which PaperPort will save
an item.
If you have the professional version
of OmniPage 14 or above on your
system, use the Send To options for
the OmniPage Workflows link to
choose a workflow.
To e-mail an item, simply drag and
drop the item to your e-mail program
on the Send To bar. Use the e-mail
link options to specify the file format
of the attachments and other options.
PaperPort Getting Started Guide 42
Converting Items
Using PaperPort, you can convert scanned documents and text items to
image formats, and convert images back to text.
Convert items to image formats
You can convert scanned documents and text items to image formats.
The
Save As
standard image formats including PDF, JPEG, and TIFF, as well as the native
PaperPort Image format (.max).
You can convert text items and image items to PaperPort Image items (.max)
using the
PDF Item
In PaperPort Professional 12, you can also convert text items such as Word
documents, to PDF Formatted Text & Graphics format using PDF Create.
By selecting more than one item, you can convert multiple items to a new
format at the same time. Refer to Help for details.
Assembling documents
You can assemble documents by combining them. The files to be selected
need to be in a single folder and selected in the order you want them in the
stack. Click the arrow next to
available combinations:
command allows you to save image items to any of a variety of
Duplicate as PaperPort Image
command allows you to convert text items to PDF Image items.
Combine Items
command. The
and choose one of the
Duplicate as
• Combine into PDF Stack: Each original page becomes one PDF
page with no resizing.
• Combine into Multi-item PDF Pages, Resize to fit: This resizes
the contributing items and always places four original pages onto a
single PDF page.
• Combine into Multi-item PDF Pages, Maintain original sizes:
This places as many original pages onto each PDF page as it can.
• Combine into Thumbnail PDF Page: This creates thumbnails of all
item pages and fits as many as possible on a PDF page.
Converting Items 43
The original items remain in their original file types.
Combining usually takes more time than stacking because of PDF generation.
PaperPort Professional can additionally combine text items. To convert a text item,
the application that created it must be available on your system.
Convert images to text
You can convert scanned documents to text by a simple drag and drop of the
thumbnail to your word processor program. PaperPort automatically
processes your scanned document using PaperPort’s OCR software, launches
your word processing program, and loads the scanned text into a document
ready for editing.
PaperPort also allows you to copy text from part of an image item for use in a
text editing, word processing, or spreadsheet program.
The OCR software processes the text and copies it to the Windows
Clipboard. Open the program in which you want to insert the text, and use
Paste to paste the text in a file.
Filling Out Scanned Forms
FormTyperTM is a PaperPort program that enables you to fill in
static forms, such as insurance forms, registration cards, and
medical forms, that you scan to the PaperPort desktop.
You simply drag a form from
the PaperPort desktop to the
FormTyper program on the
Send To bar. The form is
converted to PDF if necessary
and opened in your Nuance
PDF product. FormTyper
automatically analyzes the form,
recognizes the blank areas in
which data can be entered, and
creates blank fields for the data.
So that you can easily see where
to enter data, FormTyper
PaperPort Getting Started Guide 44
underlines each field in color. FormTyper can detect edit boxes and
checkmarks.
Now, you can quickly type and tab to each field. You can also quickly
reposition fields, insert new fields, and remove fields as necessary. After you
enter data and complete the form, save the form to the PaperPort desktop so
that you can print or e-mail the form in its entirety with its completed data.
If you have a pre-printed form, use the Print Only Fields tool to print your
responses directly onto the form.
Creating PDF Documents
Nuance® PDF Create 5 lets you create PDF files from one or
more source documents. The PDF files will be viewable,
printable, searchable and editable.
How to Start PDF Creation
You can start PDF creation from different locations:
• from the Start menu through the Create Assistant
• from Windows Explorer or from your desktop using a shortcut menu
• from Microsoft Word, Excel, PowerPoint, Outlook or Internet
Explorer using a toolbar or the PDF Create menu items or the
Nuance PDF ribbon.
The Help topic ‘About creating PDF files’ details all the possible starting
points for PDF creation and the available choices.
PDF Flavors
PDF (Portable Document Format) files are often classified into
three different types, commonly called flavors:
• PDF Image
• PDF Searchable Image
• PDF Formatted Text & Graphics (PDF Normal)
Creating PDF Documents 45
You can create one or more of these PDF flavors, depending upon your
version of PaperPort software. Refer to the PaperPort Help for additional
details.
This table lists which features are available for creating each type of PDF in
PaperPort 12 and PaperPort Professional 12:
Format PaperPort 12
PDF Image Scan or Get Photo
Print to PaperPort
Save As
(Web Capture)
PDF Searchable Image Scan or Get Photo
Print to PaperPort
Save As
(Web Capture)
PDF Formatted Text
& Graphics
Web Capture
Duplicate item
must be run outside PaperPort. See page 23.
transmits the PDF flavor of the original to the copy.
Duplicate as PDF
Scan or Get Photo Scan or Get Photo
accepts non-PDF files as input.
PaperPort
Professional 12
Scan or Get Photo
Print to PaperPort
Save As
(Web Capture)
Duplicate Item
Scan or Get Photo
Print to PaperPort
Save As
(Web Capture)
Duplicate Item
Print to PaperPort
Duplicate Item
Duplicate as PDF
How to Get Help
Nuance PDF Create has a comprehensive HTML Help system. Access it
through the Help system in PDF Viewer Plus or PDF or through the PDF
Create menu in Microsoft Word, Excel or PowerPoint.
Press F1 to open Help at the topic describing the currently open panel.
PaperPort Getting Started Guide 46
Using ScanDirect
Scan to PaperPort
desktop
Scan
Click for options
Single or multiple pages
ScanDirect bar with icons for
all scanning targets
Scroll right for more icons
ScanDirectTM is a PaperPort program that enables you to scan
items and send them directly to PaperPort or other programs on
your computer without first running PaperPort.
ScanDirect runs as a separate program from the Windows
displays the ScanDirect bar.
Using ScanDirect, you can scan an item and immediately send it to either:
• A program on the ScanDirect Send To bar – Icons on the ScanDirect
bar represent the programs that are linked to PaperPort and to
ScanDirect. To scan and then send an item to a certain program, click
the program icon, and then scan the item. ScanDirect will
automatically start that program when the scan is complete.
• The PaperPort desktop – To scan and then work with the item in
PaperPort, click the PaperPort icon, and then scan the item. When the
scan is complete, PaperPort starts and displays the item in PaperPort.
You can then use all of PaperPort's features on the item.
Start Menu
and
When ScanDirect is used to scan to other programs it always works through
the scanner’s own user interface; the scan profiles in PaperPort are not used.
When ScanDirect is used to scan items to the PaperPort desktop, the output
is determined by the output setting for the previous scan: if it created an
image item, the current scan will also do this, and if it created a text-type
document (such as DOC, XLS, WPD, TXT or CSV) the current scan will
create a PDF Image, which you can make searchable, as already described.
In PaperPort Professional, you can scan items directly to Microsoft
SharePoint.
Using ScanDirect 47
Uninstalling PaperPort
For a full uninstallation, three PaperPort components should be removed,
one after the other, in any order. The components are PaperPort 12,
PaperPort Image Printer and PDF Viewer Plus. Removing only the image
printer and/or the PDF Viewer will cause PaperPort to function incorrectly.
1. Select Add/Remove Programs from the Control Panel.
2. Select Nuance PaperPort 12.0.
3. Click Remove to uninstall the program.
4. Repeat this for the remaining components.
5. A computer re-start is needed to complete the removal.
A de-activation step is performed at the start of un-installation, allowing you
to reinstall the program later without re-activation problems. De-activation
and re-activation require web access.
PaperPort is protected by the following US patents and foreign counterparts:
6,262,732; 5,077,807; 5,235,651; 5,261,009; 5,278,918; 5,278,920; 5,347,595;
5,381,489; 5,436,983; 5,657,397; 5,778,092; 5,862,259; 6,038,342 and 6,04 7,251.
PaperPort Getting Started Guide 48
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