PaperPort mx, PaperPort PowerBar, PaperPort vx, PaperPortation, PaperPort Strobe, PaperPort 3000, PaperPort 3100, PaperPort 3100B, PaperPort 6000,
PaperPort 6000A, PaperPort 6000B, PaperPort 6100, ScanDirect, SimpleSearch, SharpPage, and Visioneer are trademarks of Visioneer, Inc. PaperPort, Paperdriven, and the Visioneer logo are registered trademarks of Visioneer, Inc.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer, Inc. The software described is furnished under
a licensing agreement. The software may be used or copied only in accordance with the terms of such an agr eement. It is against the law to copy the softwar e on
any medium except as specifically allowed in the licensing agreement. No part of this document may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to another language, for any
purpose other than the licensee’s personal use and as specifically allowed in the licensing agreement, without the express written permission of Visioneer, Inc.
Part Number:
Photo Credits: Tony Martin
Restricted Rights Legend
Use, duplication, or disclosure is subject to restrictions as set forth in contract subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software
Clause 52.227-FAR14. Material scanned by this product may be protected by governmental laws and other regulations, such as copyright laws. The customer
is solely responsible for complying with all such laws and regulations.
Visioneer’s Limited Product Warranty
If you find physical defects in the materials or the workmanship used in making the product described in this document, Visioneer will repair, or at its option,
replace, the product at no charge to you, provided you return it (postage prepaid, with proof of your pur chase fr om the original reseller) during the 12-month
period after the date of your original purchase of the product.
THIS IS VISIONEER’S ONLY WARRANTY AND YOUR EXCLUSIVE REMEDY CONCERNING THE PRODUCT, ALL OTHER
REPRESENTATIONS, WARRANTIES OR CONDITIONS, EXPRESS OR IMPLIED, WRITTEN OR ORAL, INCLUDING ANY WARRANTY OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON- INFRINGEMENT, ARE EXPRESSLY EXCLUDED. AS A RESULT,
EXCEPT AS SET OUT ABOVE, THE PRODUCT IS SOLD “AS IS” AND YOU ARE ASSUMING THE ENTIRE RISK AS TO THE PRODUCT’S
SUITABILITY TO YOUR NEEDS, ITS QUALITY AND ITS PERFORMANCE,
IN NO EVENT WILL VISIONEER BE LIABLE FOR DIRECT, INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES
RESULTING FROM ANY DEFECT IN THE PRODUCT OR FROM ITS USE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
All exclusions and limitations in this warranty are made only to the extent permitted by applicable law and shall be of no effect to the extent in conflict with the
express requirements of applicable law.
FCC Radio Frequency Interference Statement
This equipment has been tested and found to comply with the limits for the class B digital device, pursuant to part 15 of the FCC Rules. These limits are
designed to provide reasonable protection against interference in a residential installation. This equipment generates, uses and can radiate radio frequency
energy and if not installed, and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no
guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which
can be determined by turning the equirpment off and on, the user is encouraged to try and correct the interference by one or more of the following measures:
• Reorient or relocate the receiving antenna.
• Increase the separation between the equipment and receiver.
• Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
• Consult the dealer or an experienced radio/TV technician for help.
This equipment has been certified to comply with the limits for a class B computing device, pursuant to FCC Rules. In order to maintain compliance with
FCC regulations, shielded cables must be used with this equipment. Operation with non-approved equipment or unshielded cables is likely to result in
interference to radio and TV reception. The user is cautioned that changes and modifications made to the equipment without the approval of manufacturer
could void the user’s authority to operate this equipment.
This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference,
and (2) this device must accept any interference received, including interference that may cause undesired operation.
Welcome to the PaperPort 5.3 Deluxe Software. This guide explains
how to use the main features of your PaperPort software. In addition to
this guide, you can get more information from a variety of sources, as
shown in this figure.
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EXPLORE
P
APERPORT
This User’s Guide
The fastest way to get acquainted
with PaperPort and start using it.
Help
Everything you want to know about
PaperPort—“how-to” procedures,
dialog box reference, and troubleshooting advice.
PaperPort CD
Your source for installing additional software
that works with PaperPort and printing the
online documentation.
1
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2
HAPTER
C
ELCOME TO THE PAPERPORT SOFTWARE
1: W
▼
NOTE:
For Help, you should first install the PaperPort software on
your computer . S ee the installation guide that y ou receiv ed with your
scanner to install the software.
This chapter of the User’s Guide provides a quick overview of
PaperPort’s features. If you ’ve used an earlier version of the software, y ou
can also read this chapter to see what’s new in the PaperPort software.
The whole idea behind the PaperPort software is to help y ou wor k mor e
quickly and efficiently with paper items scanned into your computer.
The next few pages show—at a glance—many of the time-saving
features of the PaperPort software.
IEW SCANNED ITEMS TWO
V
PaperPort provides two ways to view items: the
View
. Desktop View displays a
thumbnail
W
AYS
Desktop View
, a small graphic that
and
Page
represents each item on the PaperPort Desktop. Page View displays a
close-up of a single page.
Desktop View displays
items as thumbnails.
Page View displays each
item as a full page.
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This picture of a
flower cart is
improved by clicking
the AutoFix Picture
tool. The image is
lightened and
sharpened.
MPROVE IMAGE QUALITY
I
MPROVE IMAGE QUALITY
I
With the P aperP ort 5.0 D eluxe S oftware, you can scan vir tually any type
of item, including color photographs, business cards with color logos,
maps, memos, business letters, invoices, handwritten letters, and so on.
PaperPort also has special features to improve the scanned images.
For example, you can lighten underexposed color photographs that are
too dark, sharpen fuzzy pictures, adjust the colors of color graphics and
photographs, straighten pages scanned in crooked, remove “dirt spots”
with a single mouse click, and enhance the lines of a form.
Here are some “before and after” examples of scanned images:
3
This cow picture was
slightly blurred and
out of focus. Using
the Sharpen Picture
tool the cow comes
into focus.
The original picture
of the family dog had
the “red eye effect”
caused by an indoor
flash. The red was
removed with the
Remove Red Eye
tool.
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4
Use the Picture tool to
add a picture to the
page.
Use the Highlighter
tool to draw the
reader’s attention
to an area.
HAPTER
C
1: W
ELCOME TO THE PAPERPORT SOFTWARE
ADD N
OTES
IGHLIGHT AREAS, AND MARK UP A PAGE
, H
With the annotation tools in Page View, you can add a note, highlight
text, draw lines or arrows, circle information, or paste a picture or
graphic from another application into a PaperPort item. The following
figure shows a sample of how the tools can be used.
Circle information
with the Freehand tool.
Use the Note tool to add
notes to a page.
C
OMBINE ITEMS INTO STACKS
Many items that you scan will pr obably be mor e than one page. You can
combine the individual pages into a multipage item, called a
stack
.
For example, you could save all of your invoices for a job in one stack
named Invoices, and each page of the stack could be an invoice with its
own name, such as Invoice April 17, 1997.
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A single page
Stacks
Link Bar
INK TO MANY OTHER APPLICATIONS
L
5
L
INK
TO MANY OTHER APPLICATIONS
PaperPort automatically recognizes many other applications on your
computer and creates a “working link” to them. The Link Bar at the
bottom of Desktop View shows icons of those linked applications.
To use a link, drag an item onto one of the icons to start the application
represented by the icon. A typical use of the Link Bar is to scan an item
and fax it.
This sample Link Bar sho ws several applications linked to PaperPort.
If P aperPort does not automatically recognize one of the applications on
your computer, you can manually create a link using the Create New
Link command. See the Help system for more information about
creating new links.
6CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
SCAN ITAND FAX IT
If your computer has a fax modem and fax software, you can use the fax
link to quickly send the item as a fax. The fax link is represented by a fax
icon on the Link Bar at the bottom of Desktop View.
Send an item by
dragging and dropping it
onto a link icon. This
example shows dragging
and dropping an item
onto the fax link icon.
When the fax icon is
highlighted, release the
mouse button. Your fax
application starts and
you can send the item
as a fax.
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SEND SCANNED ITEMS OVERTHE INTERNET
Using the Netscape Navigator e-mail link you can scan an item or
import an item to the PaperPort Desktop, and send it as an e-mail
attachment over the Internet. This means that you can send your
scanned items worldwide to anyone who has Internet access.
In addition, you can use the PaperPort software to connect to different
areas on Visioneer’s Web site on the Internet. For example, to get
technical support, choose Technical Support from the WebSite menu.
The PaperPort software starts your Internet browser software and
displays the selected area on Visioneer’s Web site. (If you do not have a
direct Internet connection, you may have to connect to your Internet
provider before choosing a WebSite menu command.)
The e-mail link icon for
Lotus cc:Mail.
SCAN ITAND E-MAIL IT7
SCAN ITAND E-MAIL IT
If you can send e-mail from your computer, you can send any scanned
item as an e-mail attachment, including scanned pages, graphics, and
photos. You can use either the e-mail link icon or a convenient Send
command to attach an item to an e-mail message.
CONVERT SCANNED TEXTTO TEXT THAT YOU CAN EDIT
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A word processor link
icon. Dragging an item
onto this link icon
starts PaperPort’s
built-in OCR
application, or you
can use your own OCR
application.
PaperPort can quickly convert the text on a scanned item, which is r eally
just a picture of the text, into text that you can edit with a word
processing application. PaperPort converts the text using either the
Visioneer optical character recognition (OCR) application that comes
with PaperPort, or your OCR application if it’s already on your
computer. You can convert the entire item, or using the Copy As Text
command, you can select only a portion of the text to convert.
SCAN DIRECTLYTO ANOTHER APPLICATION
If you are using a Visioneer scanner, such as the PaperPort Strobe or vx,
the software has another built-in application, called ScanDirect, that
you can use to send a scanned item directly to an application without
opening PaperPort. This is a real time saver if you use one linked
application often. P aperPort does not need to be running, and a scanned
item can go directly to the other application.
8CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
For example, if you want to scan an item and send it as a fax, click the
fax icon on the ScanDirect Control Panel. As soon as the scanner
finishes scanning the item, your fax software opens, and the item is
ready to be sent.
You can also send an item to a folder in the PaperPort software without
having to open PaperPort. This also saves time if you just want to scan
an item to save it, and then continue working in another application.
ScanDirect appears as a separate Control Panel on your computer.
This sample shows the Netscape Navigator e-mail icon selected so you
can scan an item and send it over the Internet.
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The FormTyper link
icon.
FILL INA PREPRINTED FORM
A built-in PaperPort application named FormTyper is designed
specifically for filling in the fields on pr eprinted forms, such as insurance
forms, registration cards, or tax forms, which often ask you to “Please
Type the Information.” U sing FormTyper, you can type the information
using your computer keyboard (instead of a typewriter), and then print
the filled-in form. The FormTyper icon is on the Link Bar. Drag a
scanned form onto the FormTyper icon and the form’s fields will be
ready for you to begin typing.
SCANTO GETTHE BEST IMAGE9
SCANTO GETTHE BEST IMAGE
With the PaperPort software, you select a setting that is best for
scanning a particular type of item. For example, to scan a color photo
select Storing Color P hotos, or to scan a letter that y ou want to fax select
Faxing, Filing, or Copying.
In addition to producing the best image for a particular item, the
settings also optimize the scanning process. Thus, scanning a color
photo takes a bit longer so the scanner can capture the full range of
colors in the photo. Also, the fi le size for a color photo is larger than for
a black-and-white letter to hold all the color data.
The following figure shows the Scan Settings with the Storing Color
Photos option selected for scanning in color.
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10CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
ORGANIZE ITEMSIN PERSONAL FOLDERS
PaperPort has an easy-to-use filing system for organizing your scanned
items. The filing system consists of folders designed specifically to hold
every item you scan. You can rename folders, create your own set, or
even assign different colors, such as red for items that need immediate
attention.
The tree structure of
personal file folders
in PaperPort.
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■ Folders are arranged in a “tree” structure. The tree arrangement is
similar to the one in Windows Explorer.
■ Scanned items are stored in folders. You can simply drag and drop the
item onto the folder. When the folder is highlighted, release the
mouse button and the item is stored in that folder.
■ F olders can be “nested”—that is, stored in other folders. The plus symbol
(+) shows the folder contains other folders. The minus symbol (-)
shows that the other folders are visible.
USE SIMPLESEARCHTO FINDAN ITEM11
USE SIMPLESEARCHTO FINDAN ITEM
The PaperPort software has a wide range of options for finding scanned
items. In addition to the standard methods of searching for items by
name, date, or keywords, a powerful PaperPort feature named
SimpleSearch can find items based on the textual content.
For example, if you only remember that the item included the word
“scanner” or the phrase “elegant scanning,” SimpleSearch can find the
item containing that word or phrase for you. SimpleSearch finds items
this way because it actually reads all of your scanned items and
remembers the textual content. You simply enter a word or phrase, and
SimpleSearch finds the item(s) that have it. The following sample shows
the dialog box set to find the phrase “elegant scanning” in your scanned
items.
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12CHAPTER 1: WELCOMETOTHE PAPERPORT SOFTWARE
IMPORT ITEMSFROM OTHER APPLICATIONS
In addition to scanning items, you can bring items into PaperPort in
several different ways:
■ Print to the PaperPort Desktop from another application, such as
Microsoft Excel.
■ Print to the PaperPort Desktop from the Internet, so you can display
images and text from Internet Web sites on the PaperPort Desktop.
■ Import files saved in other file formats, such as Windows Bitmap
(BMP) or Tag Image File Format (TIFF).
■ Drag and drop an image file onto the PaperPort folder in Windows
Explorer and convert the file to a PaperPort item.
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■ Drag and dr op an image file onto the PaperPort icon on the Windo ws
desktop.
EXPORT ITEMSIN OTHER FORMATS
You can export or save PaperPort items in several popular file formats,
such as BMP, GIF, or TIFF. For example, to create a file for an Internet
Web site, export it as a GIF file. Web pages often use GIF files for
displaying images.
VIEW PAPERPORT ITEMSON OTHER COMPUTERS
PaperPort Viewer, a separate application, comes with PaperPort and lets
others view PaperPort items without PaperPort. PaperPort Viewer is
available for free on the Visioneer Web site at http://www.visioneer.com.
You can also send PaperPort Viewer to someone else b y attaching it to an
e-mail message.
RIGHT MOUSE BUTTON SHORTCUTS13
RIGHT MOUSE BUTTON SHORTCUTS
Many of the tools, buttons, and icons in PaperPort have right mouse
button shortcuts. F or example, select an item in D esktop View and click
the right mouse button to display a menu for the item. You can choose
commands from that menu instead of the menus in the menu bar.
The following sample shows the shortcut menu for a single item
in Desktop View . O ther shortcut menus appear when you click the right
mouse button on the PaperPort Desktop instead of on an item, and
when you’re viewing an item in Page View.
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RELATED TOPICSIN HELP
Each new PaperPort feature is described in detail in the Help system.
From the PaperPort Help menu, choose PaperPort Help Topics to see
the Help topics.
CHAPTER 2
Scanning Items
The PaperPort software works with a variety of scanners. Depending on
the scanner you ’re using, you can scan small items, such as business car ds,
or larger items up to 30 inches (76.2 cm) long. Typical items include
newspaper clippings, reports, magazine articles, brochures, letters,
memos, receipts, canceled checks, business cards, and color photos.
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MEMO
PaperPort has special scan settings for a variety of different items so you
can get the best image with your scanner.
This chapter explains how to:
■ Scan a page
■ Adjust the paper return for different types of items
■ Change scan settings
This chapter also explains why you don’t have to save each scanned item
manually.
SALES
REPORT
FAX
15
16CHAPTER 2: SCANNING ITEMS
SCANNINGA PAGE
This section shows how to scan a page using a PaperP ort Strobe scanner.
If you are using the PaperPort software with another type of scanner,
please see its user’s manual for instructions.
To scan a page with the PaperPort Strobe scanner:
1. Insert the page,
face up, into the
front slot of the
PaperPort
scanner.
Use the page
markers on the
front slot to
center the page.
After a slight pause, the feed mechanism pulls the page into the scanner;
you do not need to push it through. As the page is being scanned, a
preview appears on the screen.
The scanned page appears on the PaperPort Desktop.
1. Rotate the
scanner’s paper
return so it’s set
to scan straight
through.
SCANNINGA PHOTOOR BUSINESS CARD17
SCANNINGA PHOTOOR BUSINESS CARD
Because photographs and business cards are usually on heavier paper,
you should set the scanner to feed the paper straight through the feed
slot. In addition, the PaperPort software has special scan settings for
reading the smaller print on business cards or for scanning photographs.
To scan a photo or business card with your PaperPort scanner:
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2. Align the marker
on the scanner
with the straightthrough arrow.
3. Click Settings on
the Command
Bar, or from the
Edit menu, choose
Prefer ences.
18CHAPTER 2: SCANNING ITEMS
Make sure the
Scan Settings tab
is selected.
4. If you are
scanning a
photograph,
select the option,
Storing Color
Photos.
When scanning
business cards,
select Filing Business Cards.
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5. Click OK.
6. Insert the photo,
face up, into the
front slot on the
PaperPort
scanner.
To scan a
business card,
insert the shorter
side face up, as
shown.
The photo or business card feeds straight through the scanner, and a
preview of the scan appears as the scanning progresses. When scanning
is complete, the item appears on the PaperPort Desktop.
The photograph
SCANNINGA PHOTOOR BUSINESS CARD19
▼ NOTE: Remember to reset the scan settings if you are scanning
another type of item.
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Initially a newly scanned item will be named with the date it is scanned.
To give the item a new title, see “Giving Titles to Items and Stacks” on
page 29. This photo was renamed “Picture of Flower Cart.”
Please see the Help system for more information about the scan settings.
20CHAPTER 2: SCANNING ITEMS
WHY YOU DON’T NEEDTO SAVEA SCANNED ITEM
Every item scanned into PaperPort is automatically sav ed as soon as you
scan it. As long as you don’t delete the item, you can “scan it and forget
it” because the PaperPort software makes sure that the item is there
when you need it. Any changes that y ou make to an item, such as adding
a note or giving an item a new title, are automatically saved as well.
You can also save items in other formats using the Export command.
You can use the Export command to save items:
■ As backup copies
■ If you want to delete an item from the PaperPort Desktop but use it
later on
■ In another file format, such as BMP, GIF, JPEG, or TIFF
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■ On a floppy disk
In addition to the Export command, PaperPort has an Archive link for
creating a backup of selected files or for quickly backing up the entire
PaperPort Desktop. See the Help system for more information about
using the Archive link.
RELATED TOPICSIN HELP
Clean and Straighten Scanned Items
PaperPort Basics, Getting Documents into PaperPort
Use the Scanner, Scan an Item
Use the Scanner, Selecting Settings for Scanning
View Items
CHAPTER 3
Viewing Items
Using PaperPort’s two views for displaying scanned items—Desktop
View and P age V iew—you can see either the thumbnails of the items, or
a full page that you can read.
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Command Bar
Folders
Thumbnail of
scanned items
Stacks
Thumbnail of
scanned photo
DESKTOP VIEW
Desktop View shows thumbnails of scanned items and stacks of items.
Use Desktop View to see the items on the PaperPort Desktop or in any
folder.
Link Bar
Status Bar
21
22CHAPTER 3: VIEWING ITEMS
Command Bar—The buttons on the Command Bar are shortcuts for
commands on the menus. For example, clicking the Settings button is
the same as choosing Preferences from the Edit menu and then clicking
the Scan Settings tab in the PaperPort Preferences dialog box.
The Command Bar appears in both Desktop View and Page View.
Folders—You can stor e items in the folders to organiz e them. PaperPort
comes with a set of folders already on the PaperPort Desktop, but you
can change their titles, add new folders, delete folders, and change their
colors.
Thumbnails of scanned items—Thumbnails are small representations
of scanned items so you can see them at a glance. To see an item at full
size, use Page View.
A stack—After scanning multiple pages, you can combine the
thumbnails of those pages into a stack. For example, if you scan a
10-page report, 10 individual pages appear on the PaperPort Desktop.
By combining the pages into a stack, you can work with the report as a
single item. Stack titles appear in bold type above the page titles.
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Link Bar—The icons on the Link Bar represent other applications and
functions that work with PaperPort. The icons include links for sending
a scanned item as a fax or an e-mail attachment, reading text from a
scanned item into a word processing program, entering data into a
preprinted form, and so on. The icons that appear depend on the
applications installed on your computer. Use the scroll arrows on the
Link Bar to see the other icons.
Status Bar—The Status Bar shows information about the selected
items, the links, or the buttons on the Command Bar.
Command Bar
Annotation Tool Bar
PAGE VIEW23
PAGE VIEW
Page View shows one page at a time. Use Page View to get a close-up
view of the item or to add comments to the page.
Image Tool Bar
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Status Bar
Command Bar—The buttons on the Command Bar are shortcuts for
commands on the menus. Notice that several of the buttons in the Page
View Command Bar are different from those in Desktop View.
Annotation Tool Bar—These tools are for adding notes to a page,
highlighting areas on it, cutting and pasting sections, drawing on the
page, adding a picture to the page, and so forth. See Chapter 9,
“Annotating a Page,” for examples of annotations and how to use the
tools.
Image Tool Bar—These tools are for editing the scanned images,
including adjusting an image’s colors, rotating an image, removing the
“red eye” effect from a color snapshots, sharpening fuzzy images, and so
on. See Chapter 10, “Editing Images,” for more information.
Status Bar—The Status Bar shows information about the page being
displayed.
24CHAPTER 3: VIEWING ITEMS
SWITCHING BETWEEN DESKTOP VIEWAND PAGE VIEW
While working with PaperPort, you’ll want to switch back and forth
from Desktop View to Page View to work with a single page in Page
View, or with the thumbnails in Desktop View.
To view an item in Page View:
■Double-click the
item you want to
see in Page View,
such as a business
card.
■You can also click
once on the item
then click the Page
button.
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■Click the Desktop
button.
■You can also choose
Desktop View from
the View menu.
To switch from Page View to Desktop View:
USINGTHE COMMAND BARIN DESKTOP VIEW
To use a button on the Command Bar, click it. If a button does not
apply to a selected item, the button will be gray, and clicking it won’t
have any effect.
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