Visioneer VISUAL EXPLORER - GETTING STARTED GUIDE FOR WINDOWS, Visual Explorer 1.0 Getting Started Manual
®
Visioneer Visual Explorer
Getting Started Guide
FOR WINDOWS
COPYRIGHT INFORMATION
Visioneer® Visual Explorer 1.0 software for Windows. Copyright ©1998 Visioneer, Inc. All rights reserved.
Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the copyright laws.
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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 purchase from the original reseller) during the 12-month
period after the date of your original purchase of the product.
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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 equipment 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.
®
Visioneer Visual Explorer
Getting Started Guide
This guide shows you how to use some of Visual Explorer software’s
main features to view items, create stacks, send items electronically to
Visual Explorer Links, add annotations, file items in folders, and capture
Web pages.
While this brief guide is enough to get you started, Visioneer provides
other information to help you use all of Visual Explorer’s features. The
following figure shows where to find more information.
Web.
Visit Visioneer’s Web site at www.visioneer.com where you can
find Technical Notes, Frequently Asked Questions (FAQs), software
updates, and more. For a quick way to access information on the
Web site, choose a category from the Internet menu.
User’s Guide.
information about Visual Explorer.
CD.
Access the CD, your source for installing additional software that
works with the Visioneer software and for viewing the online
documentation.
Help.
Visual Explorer—how to procedures, dialog box reference, and
troubleshooting advice.
Get help fast. Everything you want to know about
Review the online guide on the CD for detailed
1
2
ISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
V
IEWING ITEMS IN DESKTOP VIEW
V
Visual Explorer provides several ways to view items:
displays a
thumbnail
, a small graphic that represents each item in a
Desktop View
folder. The thumbnails represent PaperPort items—PaperPort (max
files) being the format in which Visual Explorer saves items. The
thumbnails can also be non-PaperPort items— items created using other
applications, such as Microsoft Word. These items can be located
anywhere on your computer. Desktop View displays PaperPort items
and non-PaperPort items.
Page View
other applications
displays a close-up of a single page. You can also start and use
directly from the Desktop View to view non-
PaperPort items created in those applications.
To view items in Desktop View:
•
Double-click the Visual Explorer icon on the Windows desktop.
IEWING AN ITEM IN PAGE VIEW
V
3
The Command Bar has
shortcuts for choosing
menu commands, such
as changing views.
Use the Folder View to
navigate between different folders and to file and
organize items.
Stacks are PaperPort
items that have been
combined. Stack titles
appear in bold type
above the page titles.
The status bar shows
information about the
selected item, link, or
button.
Thumbnail of
a PaperPort item.
The Link Bar has icons that represent other applications and functions
that work with Visual Explorer. The icons vary, depending on the
applications installed on your computer.
Thumbnail of non-PaperPort
item, in this case a Word file.
IEWING AN ITEM IN PAGE VIEW
V
The Desktop View and Page View are separate applications that you can
run individually or at the same time. Page View displays a close-up view
of one page so that it is readable on the screen.
In Page View, you can view PaperPort items and items created using
other applications. With the annotation tools, you can add comments,
highlight or circle information, or add a picture to a PaperPort item.
4
ISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
V
To view a PaperPort item in Page View:
•
In Desktop View, double-click a PaperPort item or select a PaperPort
item, and then click the
Page
button on the Command Bar. You can
also double-click a PaperPort item in Windows Explorer to view it in
Page View.
To view a non-PaperPort item in Page View:
•
In Desktop View, Shift-double-click a non-PaperPort item, or select a
non-PaperPort item, and then click the
Page
button on the
Command Bar.
Note
: You can set a preference in Page View that lets you open
multiple Page View windows at the same time. For more information
about preferences, see the
Visual Explorer User’s Guide
and Help.
The Command Bar
has shortcuts for menu
commands.
The Annotation toolbar
has tools for adding
notes, highlighting
areas, cutting and
pasting a selection,
adding a picture, and
so on.
The status bar shows
information about
the current page.
1. In Desktop View,
select the item
you want.
2. Click the Page
button.
3. To return to
Desktop View,
click the
Desktop button.
IEWING ITEMS BY USING THE APPLICATION THAT CREATED THEM
V
To change between Desktop View and Page View:
5
V
IEWING ITEMS BY USING THE APPLICATION THAT
CREATED THEM
From the Desktop View, you can start a non-PaperPort item’s
application and use it to view the item.
To view a non-PaperPort item in its application:
•
In Desktop View, double-click a non-PaperPort item. The application
that created the item starts and the item appears.
If you want, you can change the Double Click Action preference so
that the item appears in Page View when you double-click it. For
more information, see the
REATING STACKS
C
With Visual Explorer, you can electronically organize PaperPort items
(including captured Web pages) into stacks in much the same way that
you do with paper documents. A stack is a PaperPort item with multiple
pages. You cannot stack non-PaperPort items. (However, you can easily
convert a non-PaperPort item to a PaperPort item by right-clicking the
item and choosing Duplicate as PaperPort Item.)
Visual Explorer User’s Guide
and Help.
6
ISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
V
To create a stack:
1. In the Desktop
View, select the
PaperPort item
that you want to
stack.
This example
shows stacking a
Cover Letter on the
Spring Vol 42
newsletter.
2. Drag the selected
item onto the
PaperPort item
on which you
want to stack it.
3. When the
second item
is highlighted,
release the
mouse button.
The stack is
created.
Cover Letter Spring Vol 42
Cover Letter Spring Vol 42
Spring Vol 42
Cover Letter
4. Repeat Steps 1
through 3 until
you finish creating
the stack.
A new stack receives the title of the item on the bottom of the stack. The
stack title (the name of the newsletter, “Spring Vol 2,” in this case) is
shown in boldface type. Each page title is shown in normal typeface
(“Cover Letter” in the example).
Note: When you select multiple items to stack, Visual Explorer
stacks them in the order in which they were selected.
1. Select the stack.
2. Click the left
arrow of the Page
Navigator to see
the previous page
in the stack.
3. Click the right
arrow of the Page
Navigator to see
the next page in
the stack, or click
the middle of the
Page Navigator to
go to a specific
page.
MOVING BETWEEN STACKED PAGES 7
MOVING BETWEEN STACKED PAGES
In Desktop View, use the Page Navigator on a stack to move through a
stack’s pages. You can also use the First Page, Last Page, Previous Page,
and Next Page commands on the Page menu to move from page to page.
To move between pages in a stack in Desktop View:
1. Display the stack.
2. Click the << Page
or Page >>
button.
To move between pages in a stack in Page View:
8 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
FAXING OR E-MAILING AN ITEM
The Visual Explorer software is designed to work with—or link to—
other types of applications. To send items to other applications, you use
the Link Bar. The Link Bar automatically displays link icons for
applications installed on your computer and supported by the
Visual Explorer software, such as electronic fax or e-mail applications.
Note: You can change the link application preferences by choosing
Link Preferences from the Edit menu. For more information, see the
Visual Explorer User’s Guide and Help.
After an item is displayed in Desktop View, you can send it as a fax, or as
an attachment to an e-mail message, by using the Link Bar. You do not
need to print the item first; you can send it directly from
Visual Explorer.
To fax an item, your computer must have a fax modem and fax software.
To attach an item to an e-mail message, you need an e-mail account and
e-mail software.
1. Select the
item to fax.
2. Drag the item
onto the fax link
icon on the
Link Bar.
You can also
click the item,
and then click
the fax link icon.
FAXING OR E-MAILING AN ITEM 9
To fax an item from Desktop View:
3. When your fax
software starts,
send the scanned
item as a fax.
This example shows
the Symantec
WinFax PRO
window for sending
a fax. The window
that appears on your
computer will be for
your fax software.
10 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
Note: To send an item to a link from Page View, choose Links from
the File menu, and then choose the name of the link application.
To send an item using an e-mail application:
• Repeat the steps as described for faxing an item in the preceding
procedure, except, drag the item onto your e-mail link icon on the
Link Bar.
If you are attaching items to an e-mail message, the e-mail software
starts. After you log in, the item appears as an attachment to the
e-mail message.
Note: When you send an item as an e-mail message, you can make
the message self-viewing. Recipients of the e-mail message can view
the attached PaperPort item even if Visual Explorer is not installed on
their computers. To create this type of e-mail attachment, choose Self
Viewing Files as the Send Format in the e-mail link preferences before
you send the item. For more information, see the Visual Explorer
User’s Guide and Help.
FILING ITEMS IN FOLDERS 11
FILING ITEMS IN FOLDERS
Desktop View provides an easy-to-use filing system for organizing your
items. The filing system consists of folders shown in the Folder View
and items shown on the Desktop. A folder that appears in the Folder
View can be any folder located on your hard drive or located on a device
attached to your computer, such as an external drive or disk. An item
can be a PaperPort item or a non-PaperPort item, such as a Word file.
You decide which folders to show in the Folder View.
With the Visual Explorer software, you can save items in separate folders
similar to ordinary file folders, except that they are electronic. You can
use folders to store and organize all of your items. Although
Visual Explorer has certain default folders, you can add new folders or
change any folder’s title and color.
The Visioneer
Documents folder
and these subfolders
are provided with
Visual Explorer.
This folder, located on the
C drive, was added to the
Folder View. The items of
one of the subfolders
appear on the Desktop.
12 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
ADDING FOLDERS TO THE FOLDER VIEW
Adding a folder to the Folder View lets you use Visual Explorer to see a
folder and its items that are located on your hard disk or on another
device connected to your computer. After you add a folder to the Folder
View, you can view any of its folders or items in Desktop View.
To add a folder to Folder View:
1. In Desktop View,
choose Add to Folder
View from the File
menu. The Add to
Folder View dialog
box appears.
It shows the same device
and folder information
that you see in Windows
Explorer.
2. Select the folder on a
drive or disk that you
want to add to Folder
View and click OK.
The folder and its
subfolders appear in the
Folder View and items
in the added folder
appear on the Desktop.
An icon identifies the
folder as an added
folder. In addition, the
actual location of the
folder on your
computer, such as the
C drive, appears in the
folder title.
Note: When you first add a folder to the Folder View, choose Refresh
Thumbnails from the View menu.
1. In the Folder View,
click a Folder or
click the plus sign
next to a folder if
one appears.
Any subfolders
included in the
folder appear in the
Folder View. Items
appear on the
Desktop.
2. Click a subfolder to
display its contents.
Any items in the
folder appear on the
Desktop.
This example shows
four items in the
Newsletter folder,
which is located in
the Adventure
Travel folder.
FILING ITEMS IN FOLDERS 13
To see the contents of a folder:
Note: If you place an item into Visual Explorer, such as by capturing
a Web page, the item is placed in the location that is currently selected
in Desktop View. For example, if the Travel folder is selected and its
items appear in Desktop View, then the item goes in the Travel folder.
14 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
FILING ITEMS IN FOLDERS BY USING DESKTOP VIEW
You can use the folders to store and organize different items. The easiest
way to move an item into a folder is by dragging and dropping the item.
You can file items one at a time, or you can file multiple selected items
all at the same time.
To drag and drop an item into a folder:
1. Click an item
to select it. Use
Ctrl-click to
select multiple
items.
2. Drag the selected
item onto a
folder.
3. When the folder
is highlighted,
release the mouse
button.
To open a folder and
see its content, click
the folder.
Tip: To make a copy of an item and leave the original in its original
folder, hold down the Ctrl key when dragging an item to a folder or
select the item, and then choose Copy to Folder from the Desktop
menu.
CREATING A NEW FOLDER
By adding new folders, you can create a set of folders that work best for
different items, such as bills, expenses, memos, or personal and business
correspondence. You can use Visual Explorer to create subfolders for any
of the folders shown in the Folder View.
1. Click the location
in which you
want to add a
folder.
2. From the File
menu, choose
New, and then
Folder.
3. Type the new
folder’s title.
4. Select a color from
the drop-down
list, and then
click OK.
The new folder
appears in the
Folder View.
FILING ITEMS IN FOLDERS 15
To add a folder:
Tip: To change a folder’s title, select the folder’s title in the list, and
then click it again. Type the new title and press Enter.
USING WINDOWS EXPLORER TO MANAGE ITEMS
The previous procedures tell you how to work with folders and items
from the Desktop View. You can also use Windows Explorer to
complete changes, such as retitling a folder and filing items in different
folders. The changes you make in Windows Explorer are directly
reflected in Desktop View. Likewise, any changes you make in Desktop
View are visible in Windows Explorer.
16 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
To make changes in Windows Explorer:
1. In Desktop View,
click the Explorer
button on the
Command Bar.
Windows Explorer
appears.
2. Use Windows
Explorer to make
changes to folders or
items that appear in
Desktop View. For
example, you can
retitle a folder or drag
and drop items into
different folders.
You can also drag
items from Windows
Explorer directly to
Visual Explorer.
1. In the Folder View,
select the folder in
which you want to
add a Web page.
CAPTURING WEB PAGES 17
CAPTURING WEB PAGES
With Visual Explorer’s Web Capture, you can easily add Web pages
directly to the Desktop View and automatically update them the next
time you connect to the Internet. For example, you can capture
information about your favorite stocks and then automatically update
the Web page to reflect the latest numbers.
Tip: You might find it convenient to create a new folder that you can
use to store all of your captured Web pages.
To capture a Web page and display it in Visual Explorer:
2. Connect to the
Internet and then
display the Web
page that you want
to capture.
Visit Visioneer’s
Web site to get the
latest product
information.
18 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
3. To capture only the
visible portion of a
page, click the Web
Capture icon in the
Windows taskbar, and
then choose Capture
Visible Portion. Web
Capture saves the
special PaperPort item
and identifies it with
the browser’s
application icon.
To capture an entire
Web page that contains
multiple screens of
information, click the
Web Capture icon in
the Windows taskbar,
scroll to the beginning
of the page, and then
choose Capture Entire
Page. Web Capture
saves each full screen of
information as a
separate page in a stack.
To capture the entire
page, place your cursor
at the top of the page;
otherwise, the part of
the page from the
cursor forward is
captured.
1. Connect to the Internet.
2. In Desktop View,
double-click the Web
page item.
A view of the Web page
as it currently exists on
the Internet appears.
3. To update the page, click
the Web Capture icon,
and then choose
Capture Visible Portion
or Capture Entire Page,
depending on the
currently captured
Web page.
A message appears asking
if you want to update the
page or create a new one.
CAPTURING WEB PAGES 19
To update a captured Web page:
To update your current
capture, click Update
Existing. The page is
updated.
To create another Web
page capture, (leaving
the originally captured
Web page as is), click
Create New. A copy of
the captured Web page
appears in Desktop
View.
Tip: To view a captured Web page in Page View, Shift-double-click
the captured Web page item in Desktop View. If you make any
changes to a captured Web page, you cannot automatically update it.
20 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
ANNOTATING A PAGE
With the annotation tools, you can add a note, highlight text, draw lines
or arrows, circle information, or paste a picture into a PaperPort item
(including Web page captures.) For example, you might add a note that
tells you when the item needs to be processed and returned to the
sender. You cannot add annotations to non-PaperPort items.
You add annotations by displaying an item in Page View and using the
Annotation toolbar. All the annotation tools are used in the same
manner; therefore, this section shows only how to use one tool. For
more information about each tool and how to use it, see the
Visual Explorer User’s Guide or the Visual Explorer Help.
Note: In Desktop View, Visual Explorer displays small icons, such as
an arrow or yellow note, on a page’s thumbnail for each annotation.
1. In Page View,
click the tool on
the Annotation
toolbar.
2. Place the cursor
on the page.
Its shape will
indicate the tool
you selected.
3. Depending on the
tool you selected,
click or drag the
cursor to use the
tool, such as to
add a note.
To add an annotation:
1. In Desktop View,
choose Find Item
from the Search
menu.
2. Type the text to
identify the item.
3. Select one or
more checkboxes
to identify where
to search for
the text.
USING SIMPLESEARCH TO FIND ITEMS 21
USING SIMPLESEARCH TO FIND ITEMS
In addition to the standard methods of finding items by name, date, or
keywords, a powerful Visual Explorer feature named SimpleSearch can
find items based on the textual content. For example, if you remember
only that the item included the word “California” or the phrase
“…California coast,” SimpleSearch finds items containing that word or
phrase.
To use SimpleSearch to find an item:
4. Select the buttons
to find just the first
item, or all items
that have that text.
5. Click Find.
For more information about SimpleSearch and using Summary
Information in a search, see the Visual Explorer User’s Guide and Help.
22 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE
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