ScanSoft PAGIS PRO 3.0 MILLENNIUM,PAGIS PRO MILLENNIUM User Manual

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this publication may be transmitted, transcribed, reproduced, stored in any retrieval system or translated into any language or computer language in any form or by any means, mechanical, electronic, magnetic, optical, chemical, manual, or otherwise, without the prior written consent of ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts

01960. Printed in the United States of America.

The software described in this book is furnished under license and may be used or copied only in accordance with the terms of such license.

IMPORTANT NOTICE ScanSoft, Inc. provides this publication “as is” without warranty of any

kind, either express or implied, including but not limited to the implied warranties of merchantability or fitness for a particular purpose. Some states or jurisdictions do not allow disclaimer of express or implied warranties in certain transactions; therefore, this statement may not apply to you. ScanSoft reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation of ScanSoft to notify any person of such revision or changes.

TRADEMARKS AND CREDITS ScanSoft, TextBridge, and Pagis are registered trademarks, and Kai’s

PhotoSoap2 is a trademark of ScanSoft, Inc.

Excel, Word, and Windows are trademarks of Microsoft Corp.

WordPerfect is a registered trademark of WordPerfect Corp.

Other terms used in this manual are the trademarks of their respective holders.

Portions of this product copyright © 1990–2000, Pixel Translations, Inc. Portions of this product copyright © 1994–2000, Mastersoft Corp. Portions of this product copyright © 2000, Adobe Systems, Inc. Verity Topic® Search Technology copyrighted by Verity, Inc. AccuSoft Redlining® Toolkit copyrighted by AccuSoft Corp.

Authors: Jim Cahill and Sadie DeSimone

9 Centennial Drive Peabody, Massachusetts 01960

Pagis Pro 3.0 Millennium User’s Guide

Part Number 00–09690–00 January 2000

Index

CONTENTS

PREFACE

About this User’s Guide..............................xiii

Typographic conventions used in this manual ..........xiv

Related Documents ................................. xv

1 INTRODUCTION

What is Pagis Pro? ................................ 1–1

What Comes with Pagis Pro ......................... 1–2

Pagis Pro Features ................................ 1–3

Where to Go From Here............................. 1–9

2 INSTALLING PAGIS PRO

System Requirements .............................. 2–1

Installing and Testing Your Scanner ................... 2–2

Installing Pagis Pro Software ........................ 2–3

If you already have TextBridge .................... 2–3

Upgrading from an earlier Pagis version ............. 2–3

Running the Pagis Pro setup program ............... 2–4

Upgrading old Pagis search database .............. 2–12

Where to Go From Here............................ 2–14

Uninstalling Pagis Pro ............................ 2–15

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Index

3 LEARNING PAGIS PRO

Pagis Inbox — The Pagis Control Center ................ 3–2

Pagis ToolBar ................................. 3–3

Pagis SendTo Bar .............................. 3–5

Pagis Folders.................................. 3–6

Scanning a Document .............................. 3–6

Copying a Document .............................. 3–10

Faxing a Document ............................... 3–13

E-mailing a XIF image ............................ 3–16

Refining and Annotating a Document ................. 3–19

Scanning and Typing Into a Form .................... 3–23

Scanning a Document Into a Text Application ........... 3–26

Searching for a Document .......................... 3–28

Running OCR on a Document ....................... 3–32

Where to Go From Here............................ 3–34

4 USING PAGIS PRO

Pagis Inbox ...................................... 4–1

Pagis Inbox menus and commands ................. 4–2

Pagis commands in the File menu ............... 4–3

Pagis commands added to the View menu ......... 4–3

Pagis menu ................................ 4–4

Document thumbnails ........................... 4–5

Pagis ToolBar ................................. 4–7

Modifying the Pagis ToolBar ................... 4–7

Pagis SendTo Bar .............................. 4–9

Changing SendTo Bar options .................. 4–9

Adding a program to the SendTo Bar............ 4–10

Removing a program from the SendTo Bar ....... 4–12

Changing the Pagis Inbox location in your file system .. 4–13

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4 USING PAGIS PRO (CONT.)

Pagis Folders.................................... 4–14

Creating a Pagis Folder...................... 4–14

Removing Pagis Folder attributes .............. 4–14

Pagis Folders and Pagis Search Databases ....... 4–15

Working with Pagis Files in Windows™ ............... 4–15

About Pagis (XIF) files.......................... 4–16

Enhanced context menu ........................ 4–18

Stacking documents......................... 4–18

Unstacking documents ...................... 4–20

Converting to other image formats ............. 4–20

Adding files to the Pagis Search Database........ 4–23

Defining keywords and other properties for a file...... 4–24

Defining Title, Author, and Keywords for a file .... 4–24

Viewing and printing documents with Pagis Document

Viewer................................ 4–26

Working with the Pagis Document Viewer........ 4–26

File menu ................................ 4–28

Edit menu ................................ 4–29

View menu ............................... 4–30

Scan Tool (Scanner, Copier, Fax) .................... 4–31

Setting up your scanner or digital camera

to work with Pagis....................... 4–32

About scanners and scanner drivers ............ 4–32

Running the Scanner Setup Wizard............. 4–33

Changing default properties for scanned documents ... 4–36

Specifying scanner properties ................. 4–37

Specifying page refinements .................. 4–40

Specifying auto save properties ................ 4–43

Specifying keyword properties ................. 4–45

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4 USING PAGIS PRO (CONT.)

Scanning documents ........................... 4–46

Scanning a single-sided document to a XIF file .... 4–46

Scanning a double-sided document to a XIF file.... 4–50

Scanning directly to an application ............. 4–52

Acquiring an image from a digital camera ........ 4–54

Using Prescan to scan part of a document ........ 4–57

Copying documents ............................ 4–59

Select a printer ............................ 4–60

Set up the copy job.......................... 4–61

Make copies............................... 4–63

Faxing documents ............................. 4–65

Select a fax printer ......................... 4–65

Set up the fax job........................... 4–67

Fax a document............................ 4–68

Pagis Editor .................................... 4–70

Menus and Commands in the Pagis Editor .......... 4–71

File menu ................................ 4–71

Edit menu ................................ 4–74

View menu ............................... 4–76

Insert menu............................... 4–78

Tools menu ............................... 4–78

Page menu................................ 4–80

Annotate menu ............................ 4–82

Forms menu .............................. 4–84

Toolbars in the Pagis Editor ..................... 4–86

Standard toolbar ........................... 4–86

Annotation toolbar.......................... 4–87

Image toolbar ............................. 4–87

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4 USING PAGIS PRO (CONT.)

Inserting New Pages into an Open Document ........ 4–88

Scanning new pages into an open document ...... 4–88

Pasting images from other applications .......... 4–90

Inserting a blank page....................... 4–90

Inserting an image file....................... 4–90

Re-ordering pages in a document............... 4–91

Image Editing and Refinement ................... 4–92

Auto refinement ........................... 4–93

Manual refinement ......................... 4–93

Straightening pages ........................ 4–95

Rotating pages............................. 4–96

Cropping pages ............................ 4–96

Adjusting brightness and contrast .............. 4–97

Resizing pages............................. 4–98

Changing resolution ........................ 4–98

Converting color depth ...................... 4–98

Removing background tint.................... 4–99

Making Annotations in a Pagis document .......... 4–100

Basic annotation procedure .................. 4–100

Specifying annotation options ................ 4–101

Filling Out Forms ............................ 4–103

Specify form field options.................... 4–103

Analyze and fill out the form ................. 4–104

Preparing a XIF Document for Printing............ 4–106

Exporting XIF to Other Image Formats............ 4–107

Specify Save/Export preferences .............. 4–107

Using the Export command .................. 4–108

Using the SendTo command ................. 4–109

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4 USING PAGIS PRO (CONT.)

Using OCR To Capture Text from the Editor ........ 4–110

Web Capture Tool ............................ 4–112

Creating a web site shortcut .................... 4–112

Editing a web site thumbnail.................... 4–114

Using a weblink shortcut....................... 4–114

Pagis Search Database Manager and Update Tool....... 4–115

About search databases ........................ 4–116

Exploring the Pagis Search Database Manager ...... 4–117

Create Search Database command............. 4–118

Configure Search Database command .......... 4–119

Delete Search Database command............. 4–120

Change Schedule command .................. 4–120

Update Search Database command ............ 4–121

Attach to Search Database command........... 4–122

Detach from Search Database command ........ 4–123

Properties command ....................... 4–123

Exit command ............................ 4–123

Search Database toolbar .................... 4–123

Creating and defining a search database ........... 4–124

Updating a search database for removable media .... 4–128

Sharing search databases in a networked environment 4–130

Search Tool .................................... 4–131

Basic search steps ............................ 4–132

Defining a search string ....................... 4–134

Simple searches........................... 4–135

Proximity searches ........................ 4–136

Natural language searches .................. 4–136

Search by example......................... 4–137

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4 USING PAGIS PRO (CONT.)

Other search properties........................ 4–137

Keywords tab ............................ 4–137

Date tab ................................ 4–138

Name and Type tab ........................ 4–139

Advanced tab............................. 4–139

Finding out what files a database contains ...... 4–142

File menu .................................. 4–143

Open Selected Document command ............ 4–143

Properties command ....................... 4–143

Open Containing Folder command............. 4–144

Save Search command...................... 4–144

Exit command ............................ 4–144

Edit menu .................................. 4–144

Copy command ........................... 4–145

Select All command ........................ 4–145

Invert Selection command ................... 4–145

View menu ................................. 4–145

Large Icons command ...................... 4–145

Small Icons command ...................... 4–146

List command ............................ 4–146

Details command.......................... 4–146

Arrange Items command .................... 4–146

Database menu .............................. 4–146

Update Search Databases command ........... 4–147

Manage Search Databases command........... 4–147

Working with found documents .................. 4–147

Viewing search hits in found documents ........... 4–149

Where to Go From Here........................... 4–150

Table of Contents ix

Index

EXAMPLES AND ADVANCED FEATURES

Sample Uses of Pagis Pro ........................... 5–1

Scan manuscripts and photographs for a newsletter .... 5–2

Scan a document and edit it in a word processor ....... 5–3

Scan a spreadsheet and edit it

in a spreadsheet application ................ 5–3

Create a library of company documents .............. 5–4

Use annotations to comment on scanned design drawings 5–5

Scan invoices and e-mail them to customers .......... 5–6

Scan and fax reports to clients..................... 5–6

Scan, organize, and retrieve articles and

research information ...................... 5–7

Eliminate office clutter .......................... 5–8

Scan receipts and other financial documents

for tax purposes......................... 5–10

Scan a picture, add keywords,

and add it to a search database ............. 5–10

Scan photos of possessions for insurance purposes..... 5–11

Tips and Techniques .............................. 5–12

Using the Pagis Print Driver to create XIF documents.. 5–12

Downloading the Pagis Viewer ................... 5–17

Sending XIF files as e-mail attachments ............ 5–18

America Online ............................ 5–18

Eudora Pro and Eudora Lite .................. 5–19

Lotus cc:Mail and Lotus Notes................. 5–20

MS Outlook Express and MS Outlook ........... 5–20

Netscape Mail ............................. 5–21

Registering Netscape and Netscape Mail......... 5–22

Dragging XIF files to open applications ............. 5–27

Using TextBridge Pro as a standalone application..... 5–27

Where to Go From Here............................ 5–29

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SUPPORTED PROGRAMS AND FILE FORMATS

Supported Drag-and-Drop Programs ................... A–1

Image Formats that Pagis Pro Supports ................ A–6

GLOSSARY OF TERMS

INDEX

Table of Contents xi

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PREFACE

Welcome to Pagis Pro from ScanSoft, Inc. Pagis Pro is your allin-one scanning suite running in Microsoft® Windows™ 95, Windows 98, and Windows NT 4.0.

Please read this preface before going on to install and use Pagis Pro. It discusses the following topics:

◆ About this user’s guide

◆ Related documents

ABOUT THIS USER’S GUIDE

This user’s guide provides all the information you need to successfully install, learn, and use Pagis Pro in the chapters sections.

The “Glossary of Terms” provides definitions of all of the technical terms used in this manual, and the “Index” gives page numbers for all of the topics described.

Appendix A, "“Supported Programs and File Formats”, lists the programs that Pagis Pro supports for drag-and-drop operations. It also lists the file formats Pagis can import and export.

Please note that this user’s guide does not teach you about your Windows operating system. It assumes that you know how to operate and manage your computer and its operating system software.

Pagis Pro User’s Guide xiii

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Typographic conventions used in this manual

This manual uses bold, italic, and other typographic styles to highlight different types of information in the text (Table P–1).

Table P–1. Documentation Conventions

bold Introduces a new term, or the first use of an

important term in a chapter; also sometimes used to denote strong in-line emphasis.

italic Denotes titles of other manuals or books. Also

denotes generic file name entries, for example,

filename

monospace Denotes examples, menu text, and file names or

messages that appear on the computer screen.

“ ” (quotes) Denotes titles of chapters and sections in this

manual.

☞

Note

Introduces tips that provide useful information about a procedural step or system function.

Introduces information of special note about the current topic. There are borders above and below the noted text.

xiv Pagis Pro User’s Guide

RELATED DOCUMENTS

◆ Release Notes—Read the on-line Release Notes (Relnote.rtf)

◆ On-line Help—From Pagis Pro software, you can access context

◆ Pagis Activity Guide—This is an interactive guide which allows

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In addition to the printed Pagis Pro User’s Guide, refer to the following documents for more information related to Pagis Pro:

first. This document provides late-breaking information about Pagis Pro. You can access the Release Notes at installation time, and after installation in the Pagis Pro 3.0 Millennium installation directory.

sensitive help, including topics about the menus, commands, and tools. Using the standard Windows winhelp utility, you can also access Pagis help via Contents, Index, and Search screens.

you to choose an activity (such as Scan a document into your word processor, or Scan and fill out a form) and get step-by-step instructions on your screen.

◆ Pagis/JetSend Integration Notes—Provided in PDF format,

this document gives a brief explanation of HP’s JetSend technology, tells you how to install and uninstall JetSend for Pagis, and how to send and receive image files using JetSend for Pagis.

◆ Pagis Pro User’s Guide—A longer version of the Pagis Pro

User's Guide is provided in PDF format. The PDF version includes all the chapters in the printed version as well as: Chapter 4, "Using Pagis Pro", Chapter 5, "Examples and Advanced Features", “Glossary of Terms”, and Appendix A, "Supported Programs and File Formats".

◆ TextBridge Pro User’s Guide—Provided in PDF format, the

TextBridge Pro User’s Guide covers all aspects of the optical character recognition (OCR) technology built into Pagis Pro software. TextBridge Pro software also contains its own extensive on-line help system.

Preface xv

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☞ The PDF versions of the Pagis Pro User's Guide and the

TextBridge Pro User's Guide can be opened by going to the

Windows Start menu, then opening the Documentation folder in the Pagis program group.

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◆ What is Pagis Pro?

◆ What comes with Pagis Pro

◆ Pagis Pro features

◆ Where to go from here

☞ To get started quickly, go directly to Chapter 2, “Installing Pagis

WHAT IS PAGIS PRO?

INTRODUCTION

Welcome to Pagis™ Pro, your all-in-one scanning suite from ScanSoft, Inc. Read this chapter for information about the following topics:

Pro,” for installation instructions.

Pagis Pro is a value-packed color scanning suite for Microsoft Windows™ 95, Windows 98, Windows NT 4.0, and Windows 2000 Professional

Pagis Pro enables you to scan, copy, fax, view and edit, search and otherwise manage electronic documents (articles, photos, forms, and so on) on your Windows desktop.

In addition to documents on your personal computer, Pagis Pro enables you to manage documents on removable media, such as Jaz™ and Zip™ drives, and to locate documents on CD-ROMs.

Pagis Pro User’s Guide 1–1

WHAT COMES WITH PAGIS PRO

Pagis Pro includes a CD-ROM that contains the following items:

◆ Pagis Pro installation program and application software

◆ TextBridge® Pro OCR software

◆ Pagis Pro multimedia product tour

◆ On-line manuals for Pagis Pro and TextBridge Pro in Adobe®

Portable Document Format (PDF)

◆ Adobe Acrobat™ Reader

◆ Sample XIF (eXtended Image Format) image files

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◆ Pagis MiniViewer

◆ Pagis Pro Release Notes

Note Be sure to register your copy of Pagis Pro software. As a

registered user, you will be kept up to date on new software releases, special offers, and other important product information.

Also, please read the Pagis Pro Release Notes (relnote.rtf) on the CD-ROM for information about other items that may be included with Pagis Pro.

1–2 Pagis Pro User’s Guide

PAGIS PRO FEATURES

◆ The Pagis Inbox

Standard Menu bar (Pagis menu is added)

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Pagis Pro tools are designed to improve your work flow, productivity, and organization. Please read this section for highlights of the many features and benefits Pagis Pro provides.

The Pagis Inbox (Figure 1–1) is the main control center for Pagis Pro operations and the default location for scanned documents. It is a special folder with a unique look that is placed on your Windows desktop during installation.

Pagis ToolBar

Enhanced Explorer view with document thumbnails

Pagis SendTo Bar with shortcuts to other programs

Figure 1–1. Pagis Inbox with document thumbnails

Think of the Pagis Inbox as a supercharged Windows folder. It includes all the menu items of a Windows Explorer view as well as a Pagis menu, a Pagis ToolBar, and a SendTo Bar for drag- and-drop operations.

Introduction 1–3

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For organizing your scanned documents, the Pagis Inbox provides several sample Pagis Folders—Business Materials, Finances, Home, Magazine Articles, Photographs, and Recipes. You can change the names of these folders or delete them if you wish.

◆ Pagis Folders

There is only one Pagis Inbox (which is actually a Pagis Folder). However, you can convert any standard Windows folder into a Pagis Folder, which has all the features of the Pagis Inbox.

From the Pagis Inbox or Pagis Folders, you can arrange and organize your scanned documents, launch Pagis tools, and drag documents to the icons on the SendTo Bar where they will open installed applications for word processing, e-mailing, image editing, and other activities.

◆ Pagis ToolBar

The Pagis ToolBar is a standard feature of the Pagis Inbox and all Pagis Folders. It provides access to all the major document management tools and commands in the product.

◆ SendTo Bar

The SendTo Bar is a standard feature of the Pagis Inbox and all Pagis Folders. It shows shortcuts to your favorite applications. and can hold an unlimited number of shortcuts. During installation, Pagis detects the applications on your computer and adds shortcuts for them on the SendTo Bar.

You can then drag and drop a scanned document onto the application's shortcut on the SendTo Bar, or just click the shortcut icon, to open the document in that application.

For example, when you click the MS Word icon, or drag and drop a scanned document onto the MS Word shortcut, Pagis performs OCR (optical character recognition) on the document, launches Word, and places the recognized text and graphics in an open Word document.

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◆ SendTo Bar drag and drop to registration wizard

You can add applications to the SendTo Bar at anytime. Simply drag and drop the application shortcut onto the SendTo bar. This opens the Drag and Drop Registration Wizard so you can register the application with Pagis Pro.

◆ Scanner Setup Wizard

The Pagis Scanner Setup Wizard helps you set up your scanner for use with Pagis and TextBridge, and helps diagnose and solve incompatibilities. You can start the wizard from the Pagis Scan Tool.

◆ Scan and capture high quality color images in extremely

compact file sizes

Only Pagis Pro offers the XIF (eXtended Image File) format, which enables you to store high quality color scans in extremely compact file sizes.

A typical color magazine page, for example, can use less than 100 kilobytes when scanned to XIF. By contrast, a JPEG version of the same file could be as much as five times the size.

Pagis Pro achieves its high compression levels by segmenting scanned images into four layers in the XIF file: the binary (black and white) text layer; the color text layer; the background tint layer; and the color image layer. Each layer is then appropriately compressed.

◆ Scan to and read many popular image formats

In addition to XIF, Pagis Pro can read and write many popular image formats, including BMP, FlashPix, JPEG, and TIFF. For a complete list of supported image formats, see Appendix A, “Supported Programs and File Formats.”

Introduction 1–5

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◆ Web Capture Tool

Pagis allows you to specify a URL address for an Internet shortcut which is saved in your Pagis Inbox or a Pagis Folder, and rendered as a URL Thumbnail. By double-clicking the thumbnail, you launch your browser and go right to the URL address.

◆ Direct scanning to many popular applications

Pagis Pro allows you to scan documents directly into many applications. A partial list includes Microsoft Office Suite applications (such as Word and Excel); Adobe applications (such as PageMaker, PhotoDeluxe, and PhotoShop); Corel WordPerfect Suite applications (such as WordPerfect, Draw, and Quattro Pro); Lotus Smart Suite applications. For a complete list, see Appendix A, “Supported Programs and File Formats.”

◆ Electronic Thumbnails

Pagis allows you to view enhanced thumbnails of your scanned documents in the Pagis Inbox and Pagis Folders. A small icon of the associated application type is displayed in the lower right corner of each thumbnail. You can also choose to show or hide other attributes, such as the name and size of the document, if you wish.

◆ Multimedia Thumbnails

Pagis allows you to browse certain multimedia files within the Pagis Inbox and Pagis Folders. A Play button appears when you select the multimedia thumbnails. You just press the Play button on the thumbnail to play the multimedia file.

The supported multimedia formats are: Audio Interchange File Format (AIFF), Microsoft Sound (WAV), MIDI (MID), MPEG 1 Video (MPG) NeXt/Sun Audio (AI), QuickTime Movie (MOV) and Video for Windows (AVI).

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◆ URL Thumbnails

Pagis allows you to save shortcuts to Internet addresses using the Web Capture tool. These shortcuts are rendered as thumbnails in the Pagis Inbox and Pagis Folders. You can annotate and edit by double-clicking the thumbnail to open it in the Pagis Editor. You can browse to the associated website by double-clicking on the Browse button.

◆ Pagis MiniViewer

Pagis includes a free MiniViewer which you can use to e-mail XIF image files to your friends who use a PC with Windows, but don't yet have Pagis Pro. All they have to do is double-click on the EXE file to open the MiniViewer and display the file.

◆ Color copying

With Pagis Pro and your color scanner, you can scan paper documents into your computer as high-quality color images, then send them to your color printer to make color copies.

◆ Fax your scanned documents

With Pagis Pro, a modem and fax software, you can quickly and conveniently fax text documents, forms, photos and so on. To achieve the best quality image, Pagis Pro enhances the scanned document before it is faxed. Some of the fax applications supported by Pagis Pro are Delrina WinFax and Eclipse Fax. For a complete list of supported fax applications, see Appendix A, “Supported Programs and File Formats.”

◆ View and clean up scanned documents

Using the Pagis Editor, you can view and perform a number of operations on scanned XIF documents. You can zoom, rotate, enhance colors, remove specks and lines, straighten, crop, and reorder scanned pages.

Introduction 1–7

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◆ Add searchable annotations to scanned documents

The Pagis Editor enables you to add comments and draw emphasis to key parts of your scanned documents before distributing them. Some of the annotation tools include margin note, sticky note, highlighter, arrow, line, circle, rectangle, and stamp. You can later search by any text annotations you add.

◆ Edit scanned images

The Pagis Editor includes integrated image editing tools (Windows Paint or other integrated software). These tools enable you to edit scanned images with familiar objects such as eraser, pencil, brush, line, and curve.

◆ Scan a form and fill in the fields

The Pagis Editor enables you to scan forms, fill them in, then print them out. A forms detection tool in the Editor finds the fields, highlights them, then lets you easily navigate to, and type information in each field.

◆ Search and retrieve all documents on your system

The Pagis Search Tool enables you to perform a full text search of the scanned documents and electronic documents, such as Word or Excel, on your system. You can also add keywords to scanned XIF image files so you can easily find them.

◆ Search on the text in annotations

If you add text annotations (such as margin notes and sticky notes) to a XIF image file, you can use the Search Tool to find the documents based on these annotations.

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◆ Search network drives and removable media

Pagis allows you to search and retrieve information not only on your local system, but on network drives, Jaz™ drives, Zip™ drives, floppy disks, and CD-ROMs.

◆ Create and manage multiple search databases

The Pagis Search Database Manager allows you to create and manage Pagis search databases on your system and removable media. The Search Database Manager shows the date and time each was last updated, the update schedule, and the directories and file types in each search database. You can update your search databases manually or you can schedule to automatically update them.

◆ OCR documents with exceptional accuracy

Pagis Pro includes TextBridge Pro, ScanSoft’s award-winning OCR (optical character recognition) software. TextBridge Pro is a

full-featured, highly accurate and easy to use application. The advantage of pro level OCR is that it maintains the original formatting of scanned documents (text, columns, pictures, and tables).

You can access TextBridge Pro from Pagis Pro, or directly as a standalone application.

WHERE TO GO FROM HERE

Proceed to Chapter 2 of this manual for detailed instructions to install and register Pagis Pro software, and to select your scanner.

Chapter 2 also describes how to uninstall Pagis Pro.

Introduction 1–9

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◆ System requirements

◆ Installing and testing your scanner

◆ Installing Pagis Pro software

◆ Where to go from here

SYSTEM REQUIREMENTS

◆ 200 Mhz Pentium™ or compatible microprocessor

INSTALLING PAGIS PRO

This chapter describes the Pagis Pro software installation and setup procedures. Specifically, it covers these topics:

Please read the first three sections before you install the software. When you are ready to begin software installation, please turn to page 2–3.

To install and run Pagis Pro, your PC must be set up to run Microsoft Windows™ 95, Windows 98, Windows NT 4.0, or Windows 2000 Professional, and equipped with the following:

◆ 16 Bit color or better with 800x600 minimum resolution

◆ CD-ROM Drive

◆ 220 Mb (megabytes) of Disk Space

◆ 32 Mb of RAM minimum (64 MB recommended)

for Windows 95/98

◆ 64 Mb of RAM minimum for Windows NT

☞ The more RAM you have, the more efficiently Pagis Pro runs,

particularly when you are scanning and editing large documents.

Pagis Pro User’s Guide 2–1

INSTALLING AND TESTING YOUR SCANNER

Pagis Pro works with many popular desktop scanners. With its support of the TWAIN standard, Pagis Pro can work with scanners and other devices, such as digital cameras, that provide their own TWAIN drivers.

Note Check the Pagis Pro home page on the World Wide Web for the

latest list of supported scanners and digital cameras:

http://www.scansoft.com

Scanners require a TWAIN source driver, which is provided by the scanner or interface card manufacturer. Consult the scanner

documentation for details about installing your scanner, interface card, and driver.

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The basic steps for installing a scanner are to:

1. Install the correct scanner interface card (if one is necessary) in the PC bus. Note that many scanners simply plug into the PC’s standard serial, USB port, or parallel port.

2. Hook up the scanner to the interface card or standard port with the correct cable, and power up the scanner and the PC.

3. Install the TWAIN source driver on your PC hard disk, as directed by the scanner documentation.

4. Test the scanner using software tools provided by the manufacturer. If your scanner runs without Pagis Pro, you can be sure that it is functioning correctly. After the scanner is working, you can install Pagis Pro and link it your scanner to it.

☞ Pagis Pro's Scanner Wizard guides you through the process of

linking your scanner to Pagis. Refer to “Running the Scanner Setup Wizard” in Chapter 4 of this manual which is in Adobe Acrobat (PDF) format on the CD-ROM.

2–2 Pagis Pro User’s Guide

INSTALLING PAGIS PRO SOFTWARE

After you have installed and tested your scanner, you are ready to install Pagis Pro software. This section covers these topics:

◆ If you already have TextBridge

◆ Upgrading from an earlier Pagis version

◆ Running the Pagis Pro setup program

If you are a new Pagis user, go directly to “Running the Pagis Pro setup program” in this chapter.

If you already have TextBridge

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If you have an older version of TextBridge installed on your system, you must uninstall it before installing Pagis Pro 3.0 Millennium.

Refer to the instructions to uninstall TextBridge in the documentation that came with the software.

Note If you have Pagis Pro 3.0, you can uninstall just the TextBridge

Pro 9.0 portion by using the TextBridge uninstall utility located in the TextBridge Programs group under Setup.

Note that if you have saved any training files or recognized text files in the TextBridge Pro folder, they will not be uninstalled.

Upgrading from an earlier Pagis version

It is very easy to upgrade from an earlier version of Pagis, but you should be aware of a couple of things:

Installing Pagis Pro 2–3

First, if you have Pagis Pro 2.0, Pagis ScanWorks, Pagis Pro 97, or Pagis SE, you must uninstall all of Pagis including the TextBridge software that came with it before installing Pagis Pro

3.0 Millennium.

If you have Pagis Pro 3.0, you should uninstall TextBridge Pro 9.0 before installing Pagis Pro 3.0 Millennium. It is not necessary to uninstall Pagis Pro 3.0 since Pagis Pro 3.0 Millennium can install over it.

Second, you can keep your old Pagis search databases and use them with this new version of Pagis Pro. An Upgrader program is provided for this purpose. See the subsection, “Upgrading an old Pagis search database,” for information about how to do this.

Running the Pagis Pro setup program

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To install this new version of Pagis Pro software for Windows 95, Windows 98, Windows 2000, or Windows NT 4.0:

1. It is strongly recommended that you close all the programs and toolbars on your Windows taskbar before inserting the Pagis CD.

2. Insert the Pagis Pro CD into your CD-ROM drive.

An autorun program on the CD-ROM launches the Pagis setup program automatically. An install shield dialog box displays, then the Pagis Main Install screen provides several options such as Install Pagis, View Multimedia Tutorial, and View Release Notes.

☞ If your system is set up to ignore autorun commands, use

Windows Explorer to navigate to the Pagis CD-ROM. At the top-level of the CD-ROM, double-click the Autorun.exe program and display the initial setup screen.

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3. On the Pagis Main Install Window, click Install Pagis Pro.

Note If your system displays a message that you do not have Microsoft

Installer on your system, you should install it and restart your system before installing Pagis.

Depending on your system, a message might inform you that Microsoft DCOM is not installed on your system Figure 2–1).

Click to install Microsoft DCOM if this message displays

Figure 2–1. Microsoft DCOM Information Screen

4. If the Microsoft DCOM Information Screen displays, click OK. Otherwise, go to step 6.

Microsoft DCOM is then installed on your system and you will be asked if you wish to restart your computer.

5. Click Yes to restart your computer.

After you restart your computer and logon again the necessary drivers are installed and the Pagis Pro Welcome screen is displayed (Figure 2–2).

Installing Pagis Pro 2–5

Read the instructions

Click Next to proceed

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Figure 2–2. Welcome dialog box

6. Click Next in the Welcome dialog box.

Pagis checks your system requirements.

If your system does not meet the minimum necessary requirements, a report is displayed and asks whether you wish to continue anyway.

Click No, if you do not wish to continue installing Pagis at this time. Pagis Pro setup will close.

Click Yes if you wish to continue without meeting the minimum system requirements.

Note Check "Systems Requirements" on page 2–1 for the minimum and

recommended disk space, memory and other information for successfully running Pagis Pro.

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If your system meets the minimum requirements, or if you choose to continue installing Pagis without meeting the minimum requirements, the Pagis Pro Software License Agreement is displayed in a scrolling window.

7. Read the license agreement, then:

Click No if you do not accept the license agreement. Pagis Pro

setup will close.

Click Yes to proceed with installation. The next screen lets you specify the Setup Type—Typical or Custom.

8. Specify the Setup Type—Typical or Custom—then click Next.

• Select Typical to install all Pagis Pro components. This is

recommended. After you click Next, go directly to Step 10.

Read the instructions

Uncheck the box beside any component you do not want to install

Click Next to proceed

• If you have limited space on your hard drive, you can choose

Custom. After you click Next, the Select Components dialog box appears (Figure 2–3).

Figure 2–3. Select components to install

Installing Pagis Pro 2–7

Read the instructions

Click Next to proceed

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9. Deselect any components you do not want to install, then click Next to continue.

The Choose Destination Location dialog box appears (Figure 2–4).

Figure 2–4. Choose Destination Location dialog box

10. Specify a different installation drive and directory if necessary, then click Next.

The next screen lets you specify the components to be installed. The Select Program Folder dialog then appears (Figure 2–5).

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Read the instructions

Name of the Pagis Program Folder

Existing programs

Click Next to proceed

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Figure 2–5. Select Programs Folder dialog box

11. Accept the default name or type another name for the folder in which Pagis is to be installed, then click Next.

The setup program now installs Pagis Pro program files on your Start menu.

After all program files are installed, a dialog box appears so you can indicate where to create the Pagis Inbox (Figure 2–6).

Installing Pagis Pro 2–9

Read the instructions

Click Next to proceed

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Figure 2–6. Choose Pagis Inbox destination location dialog box

12. Accept the default location or browse to the destination drive where you wish to create the default Pagis Inbox.

13. Click Next on the Choose Destination Location dialog box to finish installing Pagis.

This installs all of the selected program files, the PDF documents, adds all of the Registry entries, and creates the Start Menu entries. The electronic registration dialog box then appears.

14. Complete the electronic registration.

Follow the instructions in the electronic registration screens. If you do not have a modem or fax machine, you can click a Print Mail Form button from the electronic registration program and mail it to ScanSoft, Inc. Alternatively, you can click Cancel to exit the screen. You will be reminded to register in two weeks.

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Read the instructions

These boxes, if checked, run the Multimedia Tutorial and display the Readme file

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Note It is highly recommended that you register your copy of Pagis Pro.

This assures that you are kept up-to-date on software updates and upgrades.

After you either fill out the registration screen or cancel it, the Installation Complete dialog box appears (Figure 2–7).

Click Finish when you are done

Figure 2–7. Installation Complete dialog box

You have two options on the Installation Complete dialog box, You can choose to Run the Multimedia Tutorial, or View the readme file. You can uncheck the box beside any of the options you wish to skip at this time.

If you choose Run the Multimedia Tutorial, follow the onscreen instructions to view an animated tour of Pagis Pro.

If you choose View the Release Notes, the Pagis Release Notes file opens. This document contains up-to-date information such as scanner notes, the latest supported scanners and cameras, and application notes about Pagis.

Installing Pagis Pro 2–11

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☞ It is recommended that you read the Release Notes for any last

minute information that may affect the way your system configuration or scanner run with Pagis.

Click Finish on the Installation Complete dialog box to finish the installation process. A dialog box then appears, recommending that you restart your system.

You must restart your system before using Pagis Pro.

15. In the dialog box, specify whether you want to restart your PC now or later, then click OK.

After you restart your computer, Pagis Pro setup is complete and ready to use.

Upgrading old Pagis search database

During the uninstall of previous version of Pagis, you are asked whether you wish to save your old Pagis search database. If you save an old search database from an earlier version of Pagis, you can update it for use with this release of Pagis Pro. To do so, install the new version of Pagis, then follow these steps:

1. Choose 'Yes' when asked during installation whether you wish to maintain your old Pagis search databases.

After Pagis Pro finishes installation, you can run the Upgrader program which updates old Pagis search databases.

2. Continue installing Pagis Pro as per directions later in this chapter.

3. Once installation is complete, locate the Upgrader program you need.

There are two Upgrader programs in the software package.

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The program Upgrader.exe is used to upgrade Pagis search databases from Pagis 97 and Pagis SE to Pagis Pro 3.0 Millennium, while Upgrader2.exe is used to upgrade search databases from Pagis 2.0 and Pagis ScanWorks to Pagis Pro 3.0 Millennium.

Note It is not necessary to run the special utility to update the Pagis

Pro 3.0 search databases for Pagis Pro 3.0 Millennium.

These upgrade files are located in the installation directory that you specified for Pagis Pro.

4. Double-click on the Upgrader.exe or (Upgrader2.exe) program to run it.

Click to upgrade your old search databases

A message box informs you that Pagis Pro has detected an old Pagis search database, and asks if you want to convert it (Figure 2–8).

Figure 2–8. Upgrader detects old Pagis Search Database

5. Click Yes.

The Pagis Search Database Upgrader dialog box informs you that Pagis is converting your old search database to the new version.

Installing Pagis Pro 2–13

Click to close the Upgrader and complete the operation

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The contents of the files, and the Author, Title, and Keyword information are being merged into the new search database. This process can take awhile depending on the number and size of files in the database.

When the upgrade is completed, another message informs you that the upgrade was successful (Figure 2–9).

Figure 2–9. Upgrader shows that the conversion was successful

The new Pagis search database is now available with all of Pagis Pro's search and retrieval tools.

6. Click OK to complete the operation.

You can now use the upgraded search database with Pagis Pro.

Please refer to “Pagis Search Database Manager and Update Tool” and “Search Tool” in Chapter 4 of this manual. This chapter is in Adobe Acrobat (PDF) format on the CD-ROM.

WHERE TO GO FROM HERE

With Pagis Pro fully installed, you are ready to begin using the product.

Please refer to Chapter 3 of this guide. It is designed to help you learn the primary features of Pagis Pro.

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UNINSTALLING PAGIS PRO

To restore your PC to the state it was in before you installed Pagis Pro, use the following procedure.

Note Any Pagis documents that you created after installation are not

removed by uninstalling Pagis Pro. If any of these documents were stored in the Pagis Inbox folder, the folder is not removed either.

1. Close all active applications, including the Pagis Inbox.

2. From the Start Menu, click on Settings, then click on Control Panel.

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3. Find Add/Remove Programs, then double-click the icon to open the Add/Remove Programs dialog box.

3. Scroll down to find Pagis; select Pagis, then click the Add/Remove button.

A message asks whether you are sure you want to completely remove Pagis and all its components.

4. Click Yes to continue the uninstall process.

A progress dialog box appears, indicating the items that are being removed from your system.

The first item is “Shared program files.” These are system-level files that Pagis Pro installs. Because these are system-level files, the Uninstall Utility displays another dialog box to confirm the removal of these shared files.

Installing Pagis Pro 2–15

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5. In the Remove Shared File dialog, click Yes To All only if you know the files are not be sing used by another program; click No to All if you don't know whether any of the shared files are being used by another program. Click Yes again to confirm.

The uninstall process continues. When the process is completed, an “Uninstall completed” message is displayed.

6. Click OK.

This displays a message recommending that you restart your computer.

7. Click OK.

This displays a Restarting Windows dialog box.

Note that the dialog box message indicates that you must reboot your system to clean up all files that were in use during the uninstall process.

8. Click OK to finish the Uninstall process.

If you select the Yes option, your system reboots automatically at this stage (Recommended).

If you select the No option, make sure to reboot your system as soon as possible to finish the Pagis Pro uninstall process.

After you reboot, a Pagis cleanup utility program runs automatically.

Note You should use this procedure to uninstall an old version of

TextBridge before you install a new version of Pagis.

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LEARNING PAGIS PRO

Assuming that you successfully completed the setup steps in Chapter 2, you are ready to learn more about Pagis Pro. This chapter provides step-by-step instructions to get you started, presenting the following topics:

◆ Pagis Inbox—The Pagis Control Center

◆ Pagis ToolBar

◆ Pagis SendTo Bar

◆ Pagis Folders

◆ Scanning a Document

◆ Copying a Document

◆ Faxing a Document

◆ E-mailing a XIF image

◆ Refining and Annotating an Image

◆ Scanning and Typing into a Form

◆ Scanning a Document into a Text Application

◆ Searching for a document

◆ Performing OCR on a document

Pagis Pro User’s Guide 3–1

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PAGIS INBOX — THE PAGIS CONTROL CENTER

When you installed Pagis Pro, the Setup program places the Pagis Inbox icon on your Windows desktop. The Pagis Inbox is your main control center for accessing and using the Pagis tools and features.

Think of the Pagis Inbox as a greatly enhanced Windows folder. It has all the usual features of a Windows folder, plus access to all the Pagis tools.

To open and view the Pagis Inbox folder (Figure 3–1), double-click the Pagis Inbox icon on the Windows desktop.

Standard menus and tools (Pagis menu is added)

Pagis ToolBar

Enhanced Explorer view ('thumbnail' pictures of scanned images and text documents can be shown)

Pagis SendTo Bar with shortcuts to programs on your PC

Figure 3–1. Pagis Inbox in Thumbnail View

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The Pagis Inbox can display scanned and electronic documents (Word, Excel, and so on) as Thumbnails, miniature views of the actual documents. Each thumbnail has a small icon on its lower right corner that identifies the file type (such as Pagis, Word, or Excel).

A Size tool in the Pagis Inbox allows you to increase or decrease the size of thumbnails.

In addition to the standard Windows menus and commands, toolbars and views, the Pagis Inbox folder includes these extras:

◆ the Pagis ToolBar

◆ the Pagis SendTo Bar

◆ Pagis Folders

Pagis ToolBar

Click any icon to launch the related Pagis tool

The Pagis ToolBar (Figure 3–2) is the most convenient way to launch Pagis Pro tools. Just click an icon to open the tool.

Figure 3–2. Pagis ToolBar

The Pagis ToolBar tools are described in Table 3–1.

Table 3–1. Pagis ToolBar Tools

Click To Launch The

Appropriate application for the selected document type—for

example, if you have a Word document selected, the document opens in Word.

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Table 3–1. Pagis ToolBar Tools (cont.)

Click To Launch The

Scan Tool—which has Scanner, Copier, and Fax options to perform all of these tasks.

You can also run the Scanner Setup Wizard from the Scan Tool. This tool helps you diagnose and fix scanner problems.

Web Capture Tool— to store snapshots of web sites in Pagis (XIF) documents, which you can use as shortcuts to the actual web site by clicking an attached Browse button.

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Like any Pagis document, you can also edit and annotate the captured web page in the Pagis Editor.

Search Tool—to locate your files by text content, title, author, or keyword on any hard drive, removable drive, or CDROM on your system.

Keywords Tool—to add title, author, and keyword information to a document. Later you can find the document by searching on any of these data.

Thumbnail Size Tool— to increase or decrease the size of thumbnails in the Pagis Inbox and Pagis Folders.

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Pagis SendTo Bar The Pagis SendTo Bar (Figure 3–3) is a standard component of

the Pagis Inbox.

Also during installation, Pagis looks for all the applications on your computer and adds shortcuts for them to the SendTo Bar.

Drag a scanned document to any shortcut on the SendTo Bar to import it to an application

Figure 3–3. SendTo Bar

The SendTo Bar provides a powerful, fast and convenient way to import scanned documents to the other applications on your system.

☞ It is very easy to add applications to the SendTo Bar. Simply click

and hold on the application’s icon in Windows, then drag it to the SendTo Bar. The Create New Shortcut wizard appears. Follow the wizard’s directions to add the application’s shortcut to the SendTo Bar.

Following are several examples of the results when you drag and drop a scanned document to a program on the SendTo Bar:

◆ TextBridge Pro—Pagis Pro sends the document to TextBridge

Pro, which opens and provides tools to achieve excellent OCR results. In TextBridge Pro, after OCR is complete, you can save the results to a file in one of many supported text formats.

◆ Microsoft Word—Pagis Pro first sends the document to

TextBridge Pro, which performs document recognition and converts it to Word format in the background. Then TextBridge launches Word and pastes the recognized elements (text, tables and graphics) into the open Word document, ready for editing.

☞ Right-click on a document, keep the mouse button pressed, and

drag it to Word (or any other text program), to access a dialog box of OCR settings to control the TextBridge OCR process. Otherwise, the default OCR settings are used.

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◆ Netscape Navigator—Pagis Pro sends the document to

TextBridge Pro, which performs document recognition and converts it to HTML format. Then Navigator opens automatically and displays the converted document.

Pagis Pro’s SendTo Bar works similarly with a large number of Windows applications. See Appendix A, “Supported Programs and File Formats,” in Chapter 4 of this manual which is in Adobe Acrobat (PDF) format on the CD-ROM.

Pagis Folders To extend the availability of Pagis Pro tools in your Windows file

system, you can convert any standard folder to a Pagis Folder.

A Pagis Folder has all the same tools and features as the Pagis Inbox—ToolBar, SendTo Bar, Thumbnails, and so on. However, there can only ever be one Pagis Inbox. The Pagis Inbox icon always resides on your desktop.

Six default Pagis Folders are automatically included in the Pagis Inbox—Business Materials, Finances, Magazine Articles, Photography, and Recipes. You can rename these folders to suit yourself, and you can covert any Windows folder to a Pagis Folder. Pagis Folders can reside anywhere on your system.

SCANNING A DOCUMENT

To scan a hard copy document into Pagis Pro, use the Scan button on the Pagis ToolBar, as follows.

Note The first time you use the Scan Tool, the Scanner Setup Wizard

runs automatically. This utility guides you through the steps of making sure your scanner is correctly set up to work with Pagis and TextBridge. For more details about this utility, please refer to Chapter 4, "Running the Scanner Setup Wizard".

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1. Place the page(s) to be processed into the scanner.

If you have a scanner with an automatic document feeder, you can load a stack of pages. If you have a flatbed scanner, place the first page of the document on the platen.

2. Click the Scan icon on the Pagis ToolBar to display the Scanner tab (Figure 3–4).

Specify the document type

Scan to an image file, or select from a list of applications to which to scan directly

Click to start scanning

Click to specify scanner settings, refinements, and file attributes

Click to run Scanner Setup Wizard

Figure 3–4. Scanner tab in the Scan Tool

3. Select the page type of the document to be scanned.

☞ The Any Document page type is the default and works well for

most documents.

Learning Pagis Pro 3–7

Scanned page is shown here

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4. Click the Scan button on the Scanner dialog box.

☞ With most flatbed scanners, Pagis Pro can perform a two-pass

scan. This optimizes binary (black and white) scanning for the

text layer and color scanning for the graphics layer. If you select Letter as the page type, or Photograph, Pagis Pro will only perform a one-pass scan. This is because Pagis Pro does not need to segment the resulting file into multiple layers.

As the page is being scanned, a Scanner Progress dialog box tracks scanning status. After the page is scanned, additional buttons appear on the dialog box, allowing you to scan more pages or end the job and save the scanned image (Figure 3–5).

Click to scan the next page of the document

When all pages are scanned, click to save the document

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Figure 3–5. Scanner Progress dialog box

5. To continue scanning go to Step 6. To end scanning and save your document, go to Step 8.

6. Insert the next page into the scanner, and click the More Pages button.

Select a different page type if necessary

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A More Pages dialog box appears allowing you to select a different page type for this next page (Figure 3–6).

Click to scan the next page of the document

Figure 3–6. More Pages dialog box

7. Specify the page type for the next page, and click the Scan button.

Continue from Step 5 to scan additional pages.

8. On the Scanner Progress dialog box (refer to Figure 3–5), click the Save button.

By default, the document is saved as a XIF file in the Pagis Inbox with the name:

pagetype.xif

Where pagetype is derived from the actual page type name. In the case of the Any Document page type, the file name would be:

Pagis Document.xif

Also, after the file is stored in the Pagis Inbox (or other destination folder), Pagis automatically opens the folder on your desktop, and selects the file for you.

Learning Pagis Pro 3–9

COPYING A DOCUMENT

Note This procedure assumes that you have properly connected the

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When you direct Pagis Pro to copy a document, it automatically does so in two stages: scanning the original document; then printing it to the specified printer.

Pagis Pro can make very good quality copies using practically any supported scanner/printer combo. However, if you have both a color scanner and a color printer, Pagis Pro can make excellent color copies.

To make a copy, use the following steps:

scanner and printer to your PC.

1. Place the document to be copied in the scanner.

2. Click the Copy tool on the Pagis ToolBar.

This starts up the Pagis Scan Tool with the Copier tab in front (Figure 3–7, next page).

3. On the Copier tab, specify the copy job.

• Number of copies: Click in the large number display area, and

type the number of copies. Alternatively, click the ▲ button

next to the number display to increment the number.

• Reduce/Enlarge: Leave on Reduce To Fit unless you have a

specific size in mind. With this setting, the page is slightly reduced to accommodate the built-in margins in printers.

• Enhance Text and Pictures: Click this on only if you are

copying a document with photographs. With text-only documents, leave this off.

• Collate Copies: Click this on if you are scanning more than a

one-page document.

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☞ For more details about the settings you can adjust for copying,

please refer to Chapter 4 of this manual which is in Adobe Acrobat format (PDF) on the CD-ROM.

Click here and type the number of copies

Specify size, enhancement, and collation as needed

Click to start the copy process

Figure 3–7. Copier tab on the Scan Tool

4. Click the Copy button to start the copy process.

As the first page of the document is scanned, a Copier Progress

dialog displays the status of the job. After the page is scanned, it is sent to the printer automatically, and you are done. However, if you check Collate Copies and specify two or more copies, the first page appears in the Copier Progress window (Figure 3–8).

Learning Pagis Pro 3–11

Scanned pages to be copied are stored here temporarily

When all pages are scanned, click to print

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Click to scan more pages to be copied

Figure 3–8. Copier Progress dialog box

5. Insert the next page of the document in the scanner. In the Copier Progress dialog box, click More Pages.

The next page is scanned and added to the Copier Progress page area. Repeat this step for each additional page. When all pages have been scanned, go to Step 6.

6. Click the Print Copy button.

All scanned pages in the Copier Progress window are printed the

specified number of times and collated. When printing is completed, the scanned pages are discarded.

☞ If you would prefer to save the document, then copy (print) it

later, use the Scan Tab to scan the document to a XIF document on your system. When you are ready to print it, open the document in the Pagis Editor, and select the Print command from the File menu.

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FAXING A DOCUMENT

Note This procedure assumes that your scanner and fax modem are

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In Pagis Pro, faxing a document involves three separate operations—scanning the original document; optimizing the image quality; and sending the image(s) to your fax software (for example WinFax™ Pro).

After Pagis Pro sends the image to your fax software, you specify the fax phone number and send the fax as you ordinarily would. Refer to the documentation that came with your fax software for additional instructions.

To fax a document from Pagis Pro, use the following procedure:

properly connected, and that the necessary fax software is installed and working.

1. Place the document to be faxed in your scanner.

2. Click the Fax icon on the Pagis ToolBar.

This starts up the Pagis Scan Tool with the Fax tab in front (Figure 3–9, next page).

3. On the Fax tab, specify the fax job.

• Quality: The Fine setting (200 dpi) is appropriate for typical

office documents. Superfine scans at a higher resolution (300 dpi), but is only useful if the receiving fax can print the higher resolution. Select Halftone if you are faxing a photo or a page made up primarily of graphics.

• Enhance Text and Pictures: Click this on only if you are

faxing a document with photographs. With text-only documents, leave this off.

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☞ For more details about the settings you can adjust for faxing,

please refer to Chapter 4 of this manual which is in Adobe Acrobat format (PDF) on the CD-ROM.

Specify the fax quality setting

Click to start the Fax process

Figure 3–9. Fax tab on the Scan Tool

4. Click the Fax button to start the fax process.

The first page of the document is scanned. A Fax Progress dialog

displays the status of the job. When the page is completely scanned, it appears as Page 1 in the Fax Progress window (Figure 3–10, next page).

5. If you are faxing a multiple-page document, go to Step 6 to scan the next page. If you are ready to fax the document, proceed directly to Step 7.

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6. Insert the next page of the multiple-page document in the scanner. In the Fax Progress dialog, click More Pages.

Scanned pages to be faxed are stored here temporarily

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The next page is scanned and added to the Fax Progress page area. Repeat this step for each additional page.

Click to scan more pages to be faxed

When all pages are scanned, click to send to your fax software

Figure 3–10. Fax Progress dialog

7. Click the Send Fax button.

All scanned pages are saved to a temporary file, then your fax software takes over.

8. When the fax process is completed, the temporary document is automatically discarded.

☞ If you would prefer to save the document, then fax it later, use

the Scan Tab to scan the document to a XIF document on your system. When you are ready to print it, open the document in the Pagis Editor, and select the Print command from the File menu. Select your fax software as the ‘printer’.

Learning Pagis Pro 3–15

E-MAILING A XIF IMAGE

If you have electronic mail (such as AOL or Microsoft Outlook) installed, you can e-mail documents of any format to other electronic mail users. Using Pagis, you can even e-mail a XIF document attached to a Pagis MiniViewer to a Windows user who does not have Pagis. The recipient then just double-clicks on the received file to open and view it.

Of course, if you are e-mailing a XIF document to someone who has Pagis or the Pagis Viewer installed, you do not need to attach the Pagis MiniViewer. Refer to Table 3–2 for a brief description of the various viewers supplied by Pagis.

To e-mail a document from Pagis do this:

1. Drag a XIF document onto your e-mail shortcut icon on the SendTo Bar.

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The E-mail Pagis XIF dialog box displays (Figure 3–11).

Click the No Conversion radio button to leave the mail item as a XIF file.

Click the Send with Viewer radio button to send the XIF file with the Pagis MiniViewer.

Figure 3–11. E-mail Pagis XIF dialog box

This dialog box allows you to select one of the following formats for the attached file:

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Click the JPEG radio button to convert the XIF file to a JPEG file.

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no conversion Select if the recipient has either

Pagis or Pagis Viewer installed.

JPEG Select if you wish to convert the XIF

file to JPEG format at the recipient's end.

Send with Viewer Select if the recipient does not have

Pagis or Pagis Viewer installed.

2. Click the Send with Viewer radio button.

This option allows you to take advantage of XIF's small file size, while it allows the recipient to view XIF documents without actually having Pagis Pro installed.

Pull down the File menu for options to print the XIF document or to save it as a different file type.

Pull down the View menu for more viewing options.

View area of the Pagis MiniViewer

3. Address the e-mail and send it as you normally do.

The XIF document and the MiniViewer are received as a selfextracting package in the format xpk1.exe. To view the document the recipient double-clicks the .EXE file. The MiniViewer opens the XIF file as shown in Figure 3–12.

Figure 3–12. Pagis XIF file opened in e Pagis MiniViewer

Learning Pagis Pro 3–17

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Table 3–2. Editors and Viewers Supplied by Pagis

Pagis Editors and Viewers

Pagis Editor Pagis Pro users access the Pagis Editor by

Pagis Viewer Non-Pagis users download the Pagis Viewer

Pagis Document Viewer

How to access — How each is used

double-clicking a XIF file in the Pagis Inbox.

The Pagis Editor is used to view and edit scanned image and text documents. It also allows you to add annotations and fill in scanned forms

from the Pagis Web site to view documents received from a Pagis user. The recipient can view annotations in the XIF docuent and save it to another format.

Pagis Pro users access the Pagis Document Viewer by double-clicking on an electronic document of virtually any kind on their systems. If the application used to create the document is installed, the native application opens it. If the application is not installed, the Pagis Document Viewer opens it.

For example, the Pagis Document Viewer opens Word documents even if you do not have Word installed on your system.

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Pagis MiniViewer

Pagis Pro users can e-mail Pagis XIF files attached to a Pagis MiniViewer to non-Pagis users. The file is received as a self-extracting .EXE file to which the XIF file is attached.

The recipient then double-clicks the .EXE file to open and view the Pagis XIF file. 'The recipient cannot view annotations, but the Pagis MiniViewer is smaller and is more convenient than the Pagis Viewer.

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Thumbnail view

Editing tools

Full-page view

Annotation Toolbar

REFINING AND ANNOTATING A DOCUMENT

With the Pagis Editor, you can color correct, straighten, crop, and reorder pages in a scanned XIF document. You can also add annotations and draw emphasis to key parts of the document.

To perform those editing tasks on a XIF document, do this:

1. In the Pagis Inbox or other folder, double-click the XIF document that you want to edit.

Pagis Pro displays the document in the Pagis Editor window (Figure 3–13).

☞ You can also select the Edit button from the ToolBar to display

the Pagis Pro Editor window. Then use the Open command from the File menu to open a XIF document or other image file.

Figure 3–13. Pagis Editor main window

Learning Pagis Pro 3–19

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2. Adjust the document view.

You can use the tools on the Standard Toolbar (Figure 3–14) or commands in the View menu to change the way you see your document in the Editor window.

Cut Copy Paste Undo Redo

New Open Save Print Print Preview

Auto Image Enhance Rotate Left 90° Manual Straighten Crop to Region Forms Fill

Zoom Percentage

Picture Edit OCR Zoom

Pan Select

Figure 3–14. Tools to change the view of the image

☞ The Standard toolbar also includes the familiar Windows New,

Open, Save, Print, Undo and Redo buttons.

3. Refine the document image.

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Another toolbar in the Editor, the Image toolbar, includes a number of tools to rotate and refine the image. One of the tools, the Auto Refine tool, does many of these tasks automatically:

Select enhancement options

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With a page selected in the Editor window, click this button to display the Auto Refine dialog (Figure 3–15). Here you can perform image enhancement on the current page.

Click to apply the enhancements to the selected page

Figure 3–15. Auto Refine dialog box

Refer to the on-line help and to Chapter 4 for more information about the Image Toolbar and Auto Refine options.

4. Add annotations to the document.

The Pagis Editor provides the annotation tools shown in Figure 3–16 to allow you to make notes or draw attention to various part of the document.

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Line tool Arrow tool

Highlighter tool Margin note tool Sticky note tool

Click the upper left corner

of the area to be circled

Drag the cursor to

the lower right corner

Circle Rectangle

Tool options Stamp Freehand

Figure 3–16. Annotation toolbar

For example, you can use the circle tool to draw attention to an illustration in your document (Figure 3–17).

Select the

circle tool

Release the mouse.

Circle is selected.

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Figure 3–17. Draw a circle

Refer to Chapter 4 for more information about the annotation tools available in the Pagis Pro Editor.

SCANNING AND TYPING INTO A FORM

The Pagis Editor also provides tools to scan a form, detect the form fields, and enter text into these fields.

For example, you might want to scan and fill out a purchase order, invoice, loan application, or tax return. After you fill out the form, it is ready to be printed, faxed, e-mailed, or saved.

To scan and type into a form, use the following procedure:

1. Place the form to be scanned into the scanner.

2. Open the Pagis Editor from the Windows Start menu.

This displays the Pagis Editor with no document in it as yet.

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3. Pull down the File menu, and select the Scan command.

In a few moments, the Scan Tool (refer to Figure 3–4) appears on top of the Editor window.

4. Select the Form page type.

5. Click the Scan button.

After the page is completely scanned, it appears in the Scanner Progress dialog’s view window (refer to Figure 3–5).

6. On the Scanner Progress dialog box, click the Save button.

The scanned form is now placed in the Editor window (Figure 3–18).

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Figure 3–18. Pagis Editor with a scanned form

7. Pull down the Forms menu in the Pagis Editor and choose Detect Fields.

The Editor looks for horizontal lines on the scanned image. The detected fields are placed in a layer above the image file in cyan (light blue) for higher visibility.

8. Prepare to type into the fields.

• You can edit the size of any field. Click it to display corner

handles. Click and hold on a handle and move it until the field is the desired height and width.

• If an incorrect field is added, simply click on it, and press the

Delete key to remove it.

• If no field is added where there should be one, you can add

one. Pull down the Forms menu, and click the Add Field command. The mouse pointer now appears as a Text tool, and you can point to the desired area, click and drag to create a new field.

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Specify font attributes

Click to apply attributes to all fields

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• Before entering text in the fields, you can pull down the

Forms menu and select the Options command. This displays the Forms Options dialog box, which lets you specify the font attributes (Figure 3–19).

Click to close the dialog box and confirm the new options

Figure 3–19. Forms Options dialog box

9. Type into the fields.

• Position the cursor on a field, then double-click on it. A typing

cursor appears.

• Type text into the field.

• Press the Tab key to move to the next field.

10. Repeat Step 9 until you have filled in all the fields.

☞ To edit the information you have typed into a field, double-click

on the field. The typing cursor appears at the beginning of the field; you can move it around to add text, delete it, backspace over it, type over it.

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SCANNING A DOCUMENT INTO A TEXT APPLICATION

You can scan a document directly into a text application such as MS Word or MS Excel to begin working on it immediately. Pagis scans the document, then uses the built-in TextBridge OCR to recognize and convert the scanned document. The converted document then opens automatically in the text application.

Follow these steps to scan a document directly into any application on your system.

1. Place the page(s) to be processed into the scanner.

2. Click the Scan icon on the ToolBar.

The Scan Tool dialog box appears (Figure 3–20).

Specify the document type

Choose the text application or save to an image file.

Figure 3–20. Scan Tool dialog box

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Click to start scanning

Click to specify scanner settings, refinements, and file attributes

Click to run Scanner Setup Wizard

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3. Select the page type that most closely describes the document to be scanned.

4. Open the ScanTo box and select the text application into which the document is to be scanned.

The ScanTo box lists all the applications on the SendTo Bar.

5. Click Scan.

As the page is being scanned, a Scanner Progress dialog box tracks scanning status. After the page is completely scanned, additional buttons appear on the dialog box, allowing you to scan more pages or end the job and save the scanned image (refer to Figure 3–5).

6. To continue scanning, insert the next page into the scanner, then click the More Pages button.

Repeat this step until all the pages are scanned.

7. Click Save when you finish scanning pages.

The TextBridge Getting Page dialog box displays, showing the progress of finding the text and pictures and recognizing the text. After TextBridge finishes, the document opens in the selected text application.

☞ Note that the name of the new document reflects the type of page

and application; for example, a Word document might be named letter.txt, while an Excel document might be letter.xls.

Learning Pagis Pro 3–27

SEARCHING FOR A DOCUMENT

The Pagis Pro Search Tool provides a powerful means to find and access scanned and electronic documents on your hard drives, Jaz™ (and other removable) drives, and CD-ROMs.

Using the Search Tool, you can define simple or complex searches to find any electronic text file, any scanned image file that contains text, or any file to which you assigned keywords.

In Pagis Pro, three tools are related to the search process:

◆ Pagis Search Database Manager, which enables you to create,

configure, schedule, and otherwise maintain your Pagis search databases.

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◆ Update, enables you to update one or all Pagis search databases.

◆ Search Tool, which searches at your direction through the

search databases for the specified file(s).

☞ For more information about these tools, see Chapter 4.

The following procedure describes how to perform a simple search on the default search database, Pagis Folders.

1. Update the Pagis Search database.

• Click the Search button on the Pagis ToolBar:

This displays the Search Tool dialog box (Figure 3–21).

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Figure 3–21. Search Tool dialog box

• Open the Look in box and select a Pagis Search Database to

update, or leave the selection on All Pagis Search Databases.

Click to stop updating the search database

Progress information

• Click the Update Now button to update the selected Pagis

search database(s). A status dialog informs you of the operation’s progress (Figure 3–22).

Click to minimize the screen and update in the background

File being added

Figure 3–22. Update Progress dialog box

• When the update is complete, a message box informs you.

Click OK, then proceed to Step 2.

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2. In the Search Tool dialog box, define the search:

For a practice session, enter “Erica” in the Containing text field. “Erica” is in one of the sample files provided with Pagis Pro. In the Look In list box, specify Pagis Folders.

Before you begin a search, you can also specify a number of search parameters—for example, search options such as Match Case, date and time conditions, keywords that you had previously assigned, and so on. These options are described in more detail in Chapter 4.

3. Click the Find Now button (or press the Enter key).

After a few moments the Search Tool window displays the files that were found (Figure 3–23).

Files found during the search are displayed here

Figure 3–23. Search results in Search Tool window

The Search Tool displays all the documents on your system—both text and image—that match the information you have supplied.

☞ By default, the Search Tool shows you the found documents by

name, rank, relevance, the words found, location, size, and the date the document was last modified. This is called Details view. You can also display other standard Windows views (for example, Large Icons, Small Icons, and so on).

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4. View the document(s).

You can view or open the listed document(s) just as if they were shown in a standard Windows Explorer view.

When you double-click a non-XIF file, it opens in the Pagis MiniViewer; XIF documents open in the Pagis Editor.

You can click the hyperlinks (blue underlined text) in a found document to display the document with the search hits highlighted. A floating Search Hits Bar is placed on top of the displayed document allowing you to navigate to the next occurrence of the found text (Figure 3–24).

Hits Bar lets you navigate through search hits

Highlighted search hit

Figure 3–24. Found XIF document shown with Search Hits Bar in the Pagis Editor

5. Click the Previous and Next buttons on the Search Hits Bar to navigate to other occurrences of the found text.

Learning Pagis Pro 3–31

RUNNING OCR ON A DOCUMENT

Built into Pagis Pro is ScanSoft’s award-winning TextBridge Pro OCR (optical character recognition) program.

TextBridge Pro provides a range of features that no other OCR program can match. In addition, TextBridge Pro is designed to be very easy to use—either as a standalone program or from within Pagis Pro.

There are several ways to use TextBridge Pro:

◆ Standalone—TextBridge Pro is available from the Windows

Start menu in the Pagis Pro program group.

◆ Instant Access OCR™—TextBridge Pro can be run from within

a word processing or other text program.

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◆ From the Pagis Editor—With a document displayed, click the

OCR tool on the Image toolbar. You can run OCR on a selection, on the current page, or on the entire document.

◆ SendTo from the Scan Tool—After scanning a document, you

can use a SendTo button to send it directly to a program.

◆ Drag and Drop—Perhaps the easiest way to use TextBridge

OCR is to simply drag and drop a scanned XIF document to your word processor shortcut on the Pagis SendTo Bar.

The following procedure describes the drag-and-drop method of using TextBridge OCR. For more information, see Chapter 4.

1. In the Pagis Inbox or other Explorer view, select the XIF document.

For the purposes of this session, select PagisSample1.xif from the Pagis Inbox, and drag it to Microsoft Word, WordPerfect, Lotus WordPro, or Internet Explorer.

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☞ You can OCR other image types—for example, TIFF, PCX,

BMP—however, they must be black and white. TextBridge can only process color documents if they are XIF documents.

2. Point to the document, and holding down the left mouse button, drag it to your word processor icon on the Pagis Send To Bar.

☞ You can also right-click the document and use the Send To

command to send it to your word processor.

TextBridge Pro reads the XIF file and automatically performs OCR on it, displaying a progress window that tracks the process (Figure 3–25).

Page being recognized is shown here

Process stages are indicated here

Click to cancel and discard OCR data

Figure 3–25. TextBridge OCR progress dialog box

When OCR is complete, TextBridge Pro converts the recognized text to the target program’s format, and opens a document in the target program.

3. You can now go on to edit or otherwise use the recognized data in the target application.

Compare the recognized document in your application with the original XIF document in the Pagis Editor.

Learning Pagis Pro 3–33

With a word processor such as Word or WordPerfect, the recognized document should look virtually identical to the image. The difference is now you have formatted, fully editable text.

☞ Do not use TextBridge Pro to scan forms for the purpose of filling

them in. TextBridge Pro is not designed to recognize and retain the layout of forms. Use the Pagis Editor instead.

WHERE TO GO FROM HERE

The procedures in this chapter were designed to give you a solid basis on which to use Pagis Pro for your own documents.

For more information about Pagis Pro, please refer to Chapter 4.

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PAGIS INBOX

USING PAGIS PRO

In Chapter 3, you are introduced to the basic operation of Pagis Pro’s key features. This chapter provides a closer look at Pagis Pro tools, settings, and operation. Specifically, in this chapter, you can find more information about:

◆ Pagis Inbox and Pagis Folders

◆ Working with Pagis Files in Windows™

◆ Scan Tool (Scanner, Copier, Fax)

◆ Pagis Editor

◆ Pagis Search Database Manager

◆ Search Tool

◆ Pagis Document Viewer

◆ Web Capture Tool

The Pagis Inbox is a special icon that sits on your Windows desktop. It is a shortcut to a unique folder that serves as the main control center for Pagis Pro operations.

In some ways the Pagis Inbox behaves like a standard Windows folder, having all the same tools. However, the Pagis Inbox is also equipped with additional menus, commands, and features (Figure 4–1, next page).

This section describes the following topics about the Pagis Inbox:

◆ Menus and commands

◆ Document thumbnails

◆ Pagis ToolBar

◆ SendTo Bar

◆ Changing the Pagis Inbox location

Pagis Pro User’s Guide 4–1

Standard Menu bar (Pagis menu is added)

Pagis ToolBar

Enhanced Explorer view with document thumbnails

Pagis SendTo Bar with shortcuts to other programs

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Figure 4–1. Open Pagis Inbox

Pagis Inbox menus and commands

The menu bar on the Pagis Inbox, and the menus and commands it contains, closely follow those of a standard Windows folder.

The differences are described in this section, specifically:

◆ Pagis commands in the File menu

◆ Pagis commands added to the View menu

◆ Pagis menu

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Commands to stack (combine) and unstack Pagis documents

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Pagis commands in the File menu

In the Pagis Inbox folder, the File menu includes the standard Windows commands—New, Create Shortcut, Delete, Rename, Properties, Close and, when a file is selected, Open and SendTo.

When you select a Pagis (XIF) image specifically, additional commands appear in the File menu (Figure 4–2). These commands enable you to stack and unstack, convert, and update Pagis documents in Pagis search databases.

Convert a XIF image to another image format

Add the selected file to the Pagis Search Database

Pagis-related properties are added to the dialog

Figure 4–2. Pagis commands in the Inbox File menu

For information about using these commands, please refer to “Working with Pagis Files in Windows” later in this chapter.

Pagis commands added to the View menu

In the Pagis Inbox View menu, all the standard commands for changing the window view are present. These include show or hide toolbars and buttons, view by large or small icon, and so on.

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Note When you choose the Large Icon view, Pagis automatically shows

image files as small thumbnails.

In addition, the Pagis ToolBar, Pagis SendTo Bar, and Thumbnails commands are provided to control the display of Pagis-related options in the Pagis Inbox view (see Figure 4–1).

See “Document thumbnails” later in this chapter for more information about the Thumbnails feature.

Pagis menu

The Pagis menu (Figure 4–3) provides access to the Pagis Editor with the Open command. You can also access the tools that are on the Pagis ToolBar (Scan, Copy, Fax, and so on) from this menu.

Commands to access Pagis ToolBar tools

Command to prepare the TextBridge OCR process

Figure 4–3. Pagis menu in the Pagis Inbox

In addition, the Pagis menu provides access to the Pagis Drag and Drop Registration Wizard. The wizard helps you define

(or change) the conversion process that happens when you drag and drop a Pagis document to another program.

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For more information about Drag and Drop Registration, see “Adding applications to the SendTo Bar” later in this chapter.

Finally, the Pagis OCR Settings... command lets you change the TextBridge OCR default settings when you drag and drop a document. For related information, see “Running OCR on a document” in Chapter 3.

Document thumbnails

Another powerful Pagis Inbox feature is Thumbnails view, which you get by selecting the Thumbnails command in the View menu.

When you choose Thumbnails view, your scanned XIF documents, web pages, and many other image and electronic documents are shown as miniature versions of the actual document (Figure 4–4).

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Thumbnail view enables you to identify a document at a glance

Click the arrow to page through multi-page documents

Icon representing the associated application

Figure 4–4. Thumbnail view

In addition to XIF documents, many other file formats can be viewed as thumbnails in the Pagis Inbox (or any Pagis Folder). These include many word processing, spreadsheet, graphic, and presentation document types (such as Word, Excel, Paint, and PowerPoint) as well as movie and sound files and shortcuts to web pages.

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Note The first time you open a Pagis Folder, or switch to Thumbnail

view, Pagis creates a thumbnail image of every supported text and image file in the folder. This process can take several minutes if you have a large number of files. Check the status bar at the bottom of the window to determine when thumbnail creation is complete. Wait until the process is complete before doing anything else on your computer.

You can also change the size of thumbnails in the Pagis Inbox (or any Pagis Folder) as follows:

◆ Thumbnail size—To change the size of thumbnails:

• Click the Size button on the Pagis ToolBar. The Pagis Inbox

Properties dialog box appears with the Pagis Folder tab in front.

• Type in a new Thumbnail Size, or click on the ▲ or ▼

buttons to increase or decrease the size.

Thumbnail popups—With the Pagis Inbox (or any Pagis Folder) in a default Explorer view—for example, Small Icons view—when you point to a file, its thumbnail “pops up” if you have this feature turned on. To show thumbnail popups in default views:

• In the View menu, click the Options command.

• Click the Pagis Folder tab; then click the Show thumbnail

popups in default views checkbox.

◆ Thumbnail appearance—When the contents of the Pagis Inbox

are in Thumbnail view, there are several attributes about the thumbnail you can choose to hide or show:

• In the View menu, click the Folder Options command.

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• Click the Thumbnails tab; then click the checkbox labeled:

Show the document’s name

Show the document’s type

Show the document’s size

Show the document’s last modified date and time

Show the document’s attributes

Show drop shadows To show a shadow behind the

Show multiple pages To show multiple pages if the

To show the document’s name beneath the thumbnail

To show the file type (for example, XIF, JPEG, and so on) beneath the thumbnail

To show the document’s size in kilobytes (KB).

To show the date and time the file was last changed, for example:

4/21/98 7:29 PM

To show a letter indicating the document’s attributes (A=Archive, R=Read Only, H=Hidden)

thumbnail to give it depth

document has more than one page

Pagis ToolBar The Pagis ToolBar provides a convenient way to launch the

different programs in Pagis Pro—the Scan Tool, Editor, Search Tool (which includes a Pagis Search Database Manager), Web Capture Tool, Keywords, and Help.

Modifying the Pagis ToolBar

The Pagis ToolBar (refer to Figure 4–1) appears as a set of large icons with text labels. This toolbar is above the view area of the

Pagis Inbox.

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To hide the text labels:

• With the mouse, right-click anywhere on the Pagis ToolBar.

• Click Text Labels

To change to small icons:

• With the mouse, right-click anywhere on the Pagis ToolBar.

• Click the Use Small Icons button.

To detach it and make it a floating toolbar:

• With the mouse, click and hold on the toolbar area below a

tool (not on a tool).

Click and hold on the title bar to move the toolbar

• Drag the mouse downward. Notice as you are moving it that

the toolbar appears as a rectangular shape.

• Release the mouse. The toolbar is now a floating toolbar

(Figure 4–5).

Figure 4–5. Floating Pagis ToolBar

To reattach the Pagis ToolBar in the Inbox:

• With the mouse, point to the toolbar area below a tool (not on

a tool).

• Double-click the mouse.

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Pagis SendTo Bar The Pagis SendTo Bar holds shortcuts to other programs on your

system (such as your Web browser, word processor or spreadsheet application). The SendTo Bar provides a quick and simple way to import scanned Pagis documents to programs that support Windows drag-and-drop capabilities.

Changing SendTo Bar options

The SendTo Bar Properties dialog box enables you to modify its look and feel.

To access the SendTo Bar Properties dialog box:

• Right-click the mouse pointer on the SendTo Bar.

• Select the Properties command from the context menu. The

SendTo Bar Properties dialog box then appears (Figure 4–6).

Click these checkboxes on or off to control SendTo Bar options

This panel shows the current SendTo Bar appearance

Figure 4–6. SendTo Bar options

Using Pagis Pro 4–9

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To specify SendTo Bar options:

• Click the Small Icon checkbox to display smaller versions of

the program icons on the SendTo Bar.

• Click the Show Label checkbox to display the shortcut label

for the program icons on the SendTo Bar.

Adding a program to the SendTo Bar

During Pagis Pro installation the applications on your Start menu are added to the SendTo Bar. If you later install new programs, you can easily add shortcuts for them to the SendTo Bar.

To add a program to the SendTo Bar:

1. Use Windows Explorer to browse to the folder that contains the program to add to the Send To Bar.

For example, to add Windows Notepad, you would browse to the Windows folder and look for:

notepad.exe

2. Click and hold on the program icon, and drag it onto the SendTo Bar.

This displays the Create New Shortcut dialog box with the path name of the program already entered (Figure 4–7, next page).

3. Click Next.

This displays the New Item Title dialog box to define the name of the shortcut.

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Verify that the correct program path is here

Click to continue the process

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Figure 4–7. Create New Shortcut dialog box

4. Enter a new name if desired for the shortcut. Click Next to continue.

This displays a Drag and Drop Registration dialog that informs you whether the program is already registered with Pagis Pro.

5. Click Finish.

If the program was already registered, you are finished. The shortcut is now added to the SendTo Bar.

If the program was not registered, the Pagis Drag and Drop Registration Wizard now appears. Proceed from Step 6.

6. Complete Drag and Drop registration.

• Click Next in the Pagis Drag and Drop Registration Wizard.

• Follow the directions to register the application and have it

appear on the SendTo Bar.

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Removing a program from the SendTo Bar

To remove a program from the SendTo Bar:

1. Right-click on the SendTo Bar.

This displays a context menu.

2. Click the SendBar Properties command.

This displays the SendTo Bar Properties dialog (refer to Figure 4–6).

3. On the SendTo Bar Properties dialog, click the SendTo Programs tab.

4. On the SendTo Programs tab, click the Remove button.

This displays the Remove Item From Pagis SendTo dialog box with a list of program shortcuts on the SendTo Bar.

5. Remove the desired program shortcut(s).

• Select the program shortcut to be removed, and click the

Remove button.

• Repeat until all shortcuts that you want to remove are

removed.

• Click OK to close the Remove Item From Pagis SendTo dialog

box.

6. Click OK again to close the SendTo Bar Properties dialog box.

Note that the shortcut(s) are no longer on the SendTo Bar.

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Changing the Pagis Inbox location in your file system

The Pagis Inbox folder, by default, has the following location:

C:\Pagis Inbox

To store all future scanned documents on your D: drive, you could create a folder with the following path name, for example, and make this the new Pagis Inbox:

D:\My Scanned Documents

To specify a different folder as the Pagis Inbox location, use the following procedure:

1. Right-click the Pagis Inbox icon on your desktop; or, open the Pagis Inbox and right-click in the display window.

A context menu displays.

3. Click the Properties command.

This displays the Pagis Inbox Properties tabbed dialog box with two tabs—General and Pagis Folder.

4. Click the Pagis Folder tab to bring it to the front if necessary.

5. In the Pagis Inbox category, enter the path name of the new location.

6. Click OK.

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PAGIS FOLDERS

To extend the availability of Pagis Pro tools in your Windows file system, you can convert any standard folder to a Pagis Folder. A Pagis Folder has all the same features as the Pagis Inbox— Pagis ToolBar, SendTo Bar, Thumbnails, and so on. However, there can only ever be one Pagis Inbox.

Creating a Pagis Folder

To convert a standard Windows folder into a Pagis Folder:

1. Locate the Windows folder you want to convert to a Pagis Folder.

2. Right-click the folder to display a context menu.

3. Select the Convert to a Pagis Folder command.

The folder icon now shows the Pagis Folder symbol. When you open the folder, note that it now has all the same toolbars, menus, and capabilities as the Pagis Inbox. The contents of the folder are automatically added to the default Pagis Search Database.

Note As the thumbnails are being created, the status bar at the bottom

of the open Pagis Folder indicates the process. It is recommended that you wait until the thumbnails are created before you proceed.

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Removing Pagis Folder attributes

To remove the Pagis Folder attributes from a folder and change it back to a standard Windows folder:

1. Locate the Pagis Folder you want to change back to a standard Windows folder.

2. Right-click the Pagis Folder to display the context menu.

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3. Select the Remove Pagis Attributes from Folder command.

The Pagis Folder symbol is removed from the folder; when you open the folder, all Pagis enhancements are removed.

Pagis Folders and Pagis Search Databases

There is constant communication between Pagis Folders and the Pagis Search Database Manager, allowing the following updates to occur automatically:

◆ When you create a new Pagis Folder, it is automatically added to

the default Pagis Search Database.

◆ When you rename a Pagis Folder, the name is automatically

changed in the default Pagis Search Database.

◆ When you delete a Pagis Folder, it is automatically deleted from

the default Pagis Search Database.

◆ When you convert a Pagis Folder to a Windows folder, it is

automatically deleted from the default Pagis Search Database.

For more information, see “Pagis Search Database Manager and Update Tool” later in this chapter.

WORKING WITH PAGIS FILES IN WINDOWS™

Pagis Pro brings to the Windows environment a number of added features related to Pagis (XIF) files. This section describes these features, focusing on the following topics:

◆ About Pagis (XIF) files

◆ Enhanced context menu

Using Pagis Pro 4–15

About Pagis (XIF) files

◆ high fidelity image quality

◆ small file size

◆ document analysis

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To use Pagis Pro effectively, it is helpful to understand the eXtended Image File (XIF) format. This format is central to the many features that Pagis Pro provides.

XIF is an image file format that provides the following key features:

When you scan a magazine page, for example, you want to scan the text at a high resolution, and the color portions of the document at a lower resolution, so that it will look as good as the original. XIF lets you do this.

However, you do not want the scanned image to use a lot of space on your computer. XIF’s built-in file compression technology produces very compact files.

Later, you may want to search on the data contained in this magazine page. Or you may want to extract a block of text, or a picture, from this image. XIF’s document analysis technologies enable you to do this, as well.

XIF achieves these goals by storing a scanned image in multiple layers (Figure 4–8, next page).

Each layer is stored in an optimal resolution and bit-depth, enabling you to process the document through any of the Pagis functions.

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Text color layer

Text layer (for OCR)

Color image segments (shown as one layer)

Background tint layer

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Figure 4–8. XIF image file layers

For example, the text layer is typically stored at 300 or 400 dots per inch resolution in one-bit binary (black and white) color depth. This enables you to index the document for full search and retrieval. It also enables you to OCR the document so you can use the actual text in your word processor or other application.

The photographs and other pictures in the document are stored as 24-bit color segments typically in 75–200 dots per inch resolution. This enables you, for example, to copy and edit a photograph from a scanned document in your graphics editing software. It also enables an recognized document in your word processor to include the color pictures from the original document.

The background tint and text color layers are present so that if you print a document, the output remains true to the original.

Using Pagis Pro 4–17

Enhanced context menu

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To maintain the small file size, Pagis Pro provides optimal data compression to each layer in the XIF file.

This means you can scan a full-color magazine article and save it in a file smaller than 100Kb on your hard drive. With conventional scanning software, and no file compression, the same file would be upwards of 10 Mb in size.

When you right-click on any file in Windows, a context menu appears with commands such as Open, Print, Copy, Create Shortcut, and so on.

For XIF files, Pagis Pro adds a number of commands to this context menu— Stack Documents, Unstack Documents, Unstack Current Page, and Convert Format, among others (Figure 4–9).

Commands to stack and unstack Pagis documents

Adds the document to the default Pagis Search Database

Figure 4–9. Enhanced context menu

Stacking documents

When you select one or more XIF documents in a Windows view, Pagis Pro loads additional commands in the context menu. One command, Stack Documents, lets you combine two or more XIF files into one. To stack two or more XIF files into one file:

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Convert Pagis documents to other image formats

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1. In an Explorer view (for example, the Pagis Inbox), select the XIF files to be stacked.

2. Point to one of the files in the selected group and hold down the right mouse button.

This displays the context menu (refer to Figure 4–9).

3. From the context menu, select Stack Documents.

This displays the Stack Files dialog. A message on the dialog identifies which of the selected files will receive the stacked pages.

☞ The target file is always listed first. That is, the file into which

the other files are stacked is the first one in the list.

4. Optionally, click the checkbox to delete the original files after stacking.

5. Click Continue to stack the documents.

The pages from the original files are appended to the first file in the group. For example:

Originals: File_1.xif 3 pages

File_2.xif 4 pages File_3.xif 2 pages

Stacked Document: File_1.xif 3 pages (followed by)

4 pages (from File_2) 2 pages (from File_3)

9 total pages

☞ You can also stack XIF documents by simply dragging one on top

of another. Pagis Pro also enables you to stack other image formats onto a XIF document. For example, you can drag a JPEG document onto a XIF document.

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Unstacking documents

When you select one or more XIF documents in the Explorer, Pagis Pro loads additional commands in the File menu. One command, Unstack Document, lets you create a new XIF file for each page in the original XIF file.

To unstack a document:

1. In an Explorer view (for example, the Pagis Inbox), select the XIF file to be unstacked.

2. Point to the file and hold down the right mouse button to display the context menu (refer to Figure 4–9).

3. Select the Unstack Document command.

This displays the Unstack Files dialog box, which indicates the number of pages in the source document and the new files that will be created from the unstack process.

4. Optionally, click the checkbox to delete the original file after unstacking.

5. Click Continue to unstack the pages of the source image file into separate files.

Notice that the new files, each containing an individual page, are created in the same folder.

Converting to other image formats

For most of your document scanning and file management operations in Pagis Pro, XIF is the preferred file format.

However, if you require another file format, Pagis Pro enables you to convert a XIF document (or most any image file) to a number of other image file formats.

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To convert an image file to a different image format:

1. In an Explorer view on the desktop, select the image file that you want to convert.

☞ In addition to XIF, Pagis Pro can both input and output many

popular image file formats including TIFF, BMP, PCX, DCX, FlashPix, JPEG, PICT, and more. For the complete list, see Appendix A, "Supported Programs and File Formats".

2. With the mouse pointer on the selected image file, click and hold the right mouse button.

This displays the context menu (refer to Figure 4–9).

3. Select the Convert Format command.

Select the output format from the list box

Read here for additional information

This displays the Select Output Format dialog box (Figure 4–10).

If available, click to specify output options

Figure 4–10. Select Output Format dialog box

4. In the Save as type list box, select the output image format.

5. If available for the selected output format, specify conversion options.

☞ Conversion options are available for any of the image formats

that support both binary (black and white) and color.

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Specify color depth and resolution

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When you click the Options button, the Export Options dialog box is displayed (Figure 4–11).

Click OK to close the dialog box

Figure 4–11. Export Options dialog box

• Specify the appropriate color depth and resolution

combination for the output file:

Black and White; High Resolution

Color or Gray; Lower Resolution

Use this for line-art graphics, or for images destined for OCR. Output is a one-bit (or binary) image at the original highest scanning resolution (typically 200 to 400 dpi).

Use this for images destined for a graphics application (for example, PhotoShop). Output is at the highest color depth and resolution (typically 75 or 100 dpi) of any image in the document.

• Click OK.

6. Click OK in the Select Output Format dialog (refer to Figure 4–10) to start the conversion process.

A progress box indicates conversion progress as well as the input and output file names. The converted file is stored in the same folder as the original file, with the same name and the new extension.

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Adding files to the Pagis Search Database

A convenient way to add documents to the Pagis Search Database, and to update the database, is from the context menu of any document in a Pagis-supported format. Supported formats include most popular word processor and image formats. For a complete list, see Appendix A, “Supported Programs and File Formats.”

Complete the following steps to easily add new files to the database from the context menu:

1. Open the Pagis Inbox or a Pagis Folder.

2. Select one or more documents, then right-click the mouse.

The context menu appears (refer to Figure 4–9).

3. Click the command, Update the Pagis Search Database.

The Update Pagis Search Database progress dialog box displays while the files are being added to the database, then automatically closes.

Note that when you update a database with a single document selected, the behavior may be slightly different than when you have multiple documents selected.

With a single document selected, when you display the context menu, if the file is not supported for indexing, the Update the Pagis Search Database command is not available. If the file is supported for indexing, but is located in a folder that is not included in a Pagis Search Database, Pagis generates an error message:

An error occurred while updating this file. Please verify that this file type and folder are included in a Pagis Search Database.

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With multiple documents selected, when you display the context menu, if none of the selected files are supported for inclusion in a Pagis search database, the Update Pagis Search Database command is not available. If some of the selected files are, and some are not, supported for inclusion, Pagis generates an error message:

Pagis cannot update the Pagis Search Database for one or more files that were selected. Please change your selection and try this operation again.

For more information, please see “Pagis Search Database Manager and Update Tool” later in this chapter.

Defining keywords and other properties for a file

One of the commands in the context menu is the Properties command. When you select this command, it displays the General properties of the selected file in the Properties dialog box.

The Pagis Search Database tab is added to the Properties dialog box for all files in the Pagis Inbox or Pagis Folders. You can add a Title, Author, and Keywords for the document in this dialog box. Later you can find the document in the Search Tool using this information.

Defining Title, Author, and Keywords for a file

Pagis Pro enables you to index and search for virtually any text or image file on your system. One way to organize files for later searching is to define Pagis Search Database properties for them.

The Pagis database properties include Author, Title, and Keywords. You can also define these properties in the Scan Tool when you scan a document, or at anytime later using the following procedure.

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Note To add Pagis Search Database properties, the file(s) must be in a

Pagis Search Database, or must at least must be located in a folder that is included in a Pagis database. For more information about defining Pagis search databases, refer to “Pagis Search Database Manager and Update Tool” later in this chapter.

1. Right-click on the file or files for which you want to define Keyword properties.

The context menu appears (refer to Figure 4–9).

2. Select the Properties command.

The Properties tabbed dialog box for the selected file or files now appears. One of tab labels is Pagis Search Database (Figure 4–12).

Click tab to bring Pagis Index dialog in front

Enter information in some or all of the fields

Click OK when you are done

Figure 4–12. Pagis Search Database Properties

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3. Click the Pagis Search Database tab to bring it to the front.

Fields for Title, Author, and Keywords are shown.

☞ If you select multiple files, the Title and Author fields are blank

(unless they are identical for all files), and the Keywords field contains only those keywords that are common to all files.

4. Enter text for Title, Author, and Keywords, as desired.

You can leave any of these fields blank if you choose. Separate each Keyword by a comma, semi-colon, or slash.

5. Click OK to store the properties and close the dialog box.

A progress box appears indicating that the file is being added or updated in the Pagis database.

Later, you can search for this file based on the Title, Author, and Keywords you assigned to it.

Viewing and printing documents with Pagis Document Viewer

With the Pagis Document Viewer, you can view and print electronic documents without having the application that was used to create it.

You can view, copy, and print files of such formats as Word, Excel, WordPerfect, and many more. (You can also open documents in the viewer even if you do have the associated application.)

See Appendix A for the complete list of supported program and file formats.

Working with the Pagis Document Viewer

To open a document with the Pagis Document Viewer:

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