XEROX 262 User Manual [en, en]
DocuMate 262
scanner
user’s guide
DocuMate 262
scanner
user’s guide
Copyright © 2007 Visioneer, Inc.
Reproduction, adaptation, or translation without prior written permission is prohibited , except as allowed under the
copyright laws.
XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license.
DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and
product numbers mentioned in this publicati on are trademarks of Xerox Corporation.
The Visioneer brand name and logo are registered trademarks of Visioneer, Inc. The PaperPort and OmniPage® Pro
brand names and logos are registered trademarks of Nuance Communications, Inc. Kofax® and Virtual ReScan® are
registered trademarks, and VRS
TM
is a trademark of Kofax Image Products, Inc. QuickScan® is a trademark and ISIS is a
registered trademark of Captiva Software Corporation. Adobe®, Adobe® Reader®, Acrobat® Reader®, Adobe®
Acrobat®, and the Adobe® PDF® logo are registered trademarks of Adobe Systems Incorporated in the United States
and/or other countries. The Adobe PDF logo will appear in this product’s software, and full access to Adobe software
features is only available if any Adobe product is installed on your computer. X1® Enterprise Client is a registered
trademark of X1 Technologies, Inc.
Microsoft is a U.S. registered trademark of Microsoft Corporation. Windows is a trademark and SharePoint® is a
registered trademark of Microsoft Corporation. ZyINDEX is a registered trademark of ZyLAB International, Inc. ZyINDEX
toolkit portions, Copyright © 1990-1998, ZyLAB International, Inc. All Rights Reserved. All other products mentioned
herein may be trademarks of their respective companies.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer. 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 agreement. It is agai nst the law to copy the sof tware on any mediu m except as spe cificall y 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.
Part Number: 05-0665-300
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
Welcome
What’s in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The Xerox DocuMate 262 Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
What You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Installation
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Step 1: Assemble the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Step 2: Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Step 3: Connect the Power Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Step 4: Connect the USB Cable and Turn on the Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Additional Applications Available with Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
View the User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Register Your Scanner and Check for Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Table of Contents
Table of Contents
Scanning
Load and Scan Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Check the Scan Settings Before Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Scan from the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Using the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
The Default One Touch Settings on Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Configuring the One Touch Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
About the One Touch Properties Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Selecting New Settings for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Setting Destination Application Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Selecting Page Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Renaming a One Touch Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
Selecting Options for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Creating a New Scan Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Editing or Deleting Scan Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Configure Before Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Scanning with Optical Character Recognition (OCR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Scanning with sPDF or nPDF and Searching for Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Scan and Burn to a CD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Scanning with Event Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71
Creating an HTML Web Page from Your Scanned Documents . . . . . . . . . . . . . . . . . . . . . . . . . 73
Transferring Scanned Documents to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75
Checking the Hardware and Setting the Lamp Power Saving . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Scanning with the TWAIN Interface from PaperPort
DocuMate 262 Scanner User’s Guide iii
Table of Contents
Accessing the TWAIN Interface from PaperPort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
Getting Help with the PaperPort Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Scanning with the TWAIN Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Display the Device Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Setting Up PaperPort to Work with Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Scanning with the WIA Interface
Fine Tuning Your Scans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Scanning with the ISIS Interface
Accessing the ISIS interface in QuickScan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Maintenance
Cleaning the Automatic Document Feeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100
Clearing Paper Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Replacing the ADF Pad Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Status Light Troubleshooting Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105
Uninstalling Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Uninstalling the Scanner and One Touch Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Uninstalling the PaperPort and OmniPage Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107
To Install Another Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108
Xerox DocuMate 262 Scanner Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109
Xerox DocuMate 262 Scanner Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
It’s Illegal in the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
It’s Illegal in Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Federal Communications Commission (FCC) for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
Energy Star for the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
RoHS and WEEE Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Product recycling and disposal for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115
iv DocuMate 262 Scanner User’s Guide
What’s in the Box
DocuMate 262 Scanner
Power Supply
Paper Guide Output Tray
Replacement
ADF Pad
Power CordUSB Cable
Installation DVD Quick Install Guide Technical
Support Card
Buttons
Label
Welcome
Your new Xerox DocuMate 262 scanner can quickly scan singlesided or double-sided stacks of documents and place their images
on your computer.
Before proceeding, check the contents of the box. If items are
missing or damaged, contact the dealer where you purchased the
scanner.
DocuMate 262 Scanner User’s Guide 1
Welcome
Paper guide
Output tray
ADF cover release
Power switch
USB port
Power jack
Status light
LED Number
Duplex button
Simplex button
Destination Selector button
The Xerox DocuMate 262 Scanner
Paper guide—Holds documents in place. Adjusts to fit the
document width.
LED Number—Shows the current scan setting for the Simplex and
Duplex scanning buttons. A scan setting includes resolution, file
type, brightness, color or black and white, destination, and so on.
Destination Selector button—Selects the scan setting for the
Simplex and Duplex buttons. Press to cycle through the nine
settings.
Simplex button—Press to scan a one-sided document.
Duplex button—Press to scan a two-sided document.
Status light—Shows the scanner’s status. A steady green light
indicates the scanner is available to scan. A rapidly flashing green
light indicates the scanner is preparing to scan. Refer to the
Troubleshooting section for additional details.
Output tray—Holds documents after scanning through the
Automatic Document Feeder (ADF).
ADF cover release—Opens the cover on the ADF.
Power switch—On/Off power switch.
Power jack—Connects the power cord to the scanner.
Universal Serial Bus (USB) port—Connects the scanner to the
computer.
2 DocuMate 262 Scanner User’s Guide
What You Need
Welcome
IBM-compatible Pentium 4 PC, or AMD equivalent with:
• A DVD-ROM drive
• An available Universal Serial Bus (USB) port
•Microsoft
XP (Service Pack 1 and 2), or Vista
• Windows 2000 and XP: Minimum of 512 megabytes (MB) of
internal memory (RAM)
Windows Vista: Minimum of 1 gigabyte (GB) of internal memory
(RAM)
• 350 MB minimum of free hard disk space
A VGA or SVGA Monitor
The recommended settings for your monitor are:
®
Windows® operating system: 2000 (Service Pack 4),
Documentation
• High Color (16-bit) or True Color (24-bit or 32-bit)
• Resolution set to at least 800 x 600 pixels
To set your monitor’s colors and resolution:
• Open the Windows Control Panel
• Double-click on Display then select the Settings tab
The following documentation is provided with your scanner:
• Quick Install Guide—Abbreviated installation instructions.
• Xerox DocuMate 262 Scanner User’s Guide—On the
Installation DVD; contains detailed installation, scanning,
configuration, and maintenance information.
• PaperPort User’s Guide—On the Installation DVD; contains
detailed feature and configuration information for the PaperPort
software.
• Online Help—For the scanner configuration, TWAIN and WIA
interfaces, and PaperPort software application.
DocuMate 262 Scanner User’s Guide 3
Installation
Before You Begin
Installation
Installation is a quick, four-step process:
1. Assemble the scanner
2. Install the software
3. Connect the power supply
4. Connect the USB cable and turn on the power
Please make sure of the following before you begin installation:
• The information in this guide may cover software not
provided with the scanner you purchased. Disregard any
information about the software not applicable to your
chosen product. Please visit our web site at
www.xeroxscanners.com for the latest software updates
for your Xerox DocuMate 262 scanner.
• If your computer has AntiVirus or AntiSpyware software
running, you may see messages during insta llation asking
you to allow the installation to proceed. Although the
messages will differ based on the software your computer
is running, in each case you should allow the installation
to proceed. Alternatively, you can turn off the AntiVirus or
AntiSpyware software before i nstalling your scanner. But if
you do, make sure to turn it back on again when
installation is finished.
• If you already have a scanner connected to your computer ,
you may need to remove its driver programs to properly
install and operate your Xerox DocuMate 262 scanner.
Please see “Troubleshooting” on page 103 for more
information, and “Uninstalling Your Scanner” on page 107
for basic instructions to uninstall driver programs. Also
see the User’s Guide that you received with your other
scanner for specific instructions.
• If your computer is running Windows Vista, you may see
the Vista User Access Control screen asking you to
confirm system changes. Click the continue button to
allow the installation to proceed.
4 DocuMate 262 Scanner User’s Guide
Step 1: Assemble the Scanner
ADF Cover
Release
To assemble the scanner:
1. Remove all shipping tape from the top and bottom of the
scanner.
2. Carefully remove the protective foam from the ADF cover
release, then press the release and open the Automatic
Document Feeder cover.
Installation
3. Carefully remove any foam particles that may have gotten
inside the document feeder, and close the cover.
4. Align the slots on the paper guide with the ridges on the
scanner and slide it down until it snaps into place.
DocuMate 262 Scanner User’s Guide 5
Installation
5. Insert the pins on each side of the output tray into the holes on
the scanner.
6. Flip open the extension on the output tray so it is fully
extended.
7. Proceed to “Step 2: Install the Software.”
6 DocuMate 262 Scanner User’s Guide
Step 2: Install the Software
To install the software:
1. Start Microsoft Windows and make sure no other applications
are running.
2. Insert the installation DVD into your computer's DVD-ROM
drive.
Installation
The DVD automatically starts.
NOTE: If the DVD does not start, check the following:
• Make sure the DVD drive’s door is completely shut.
• Make sure the DVD was inserted in the drive in the proper
direction (label side up).
To launch the DVD manually:
• Open the Windows option for My Computer. You can do this
by double-clicking on the My Computer icon on your
desktop.
• Double-click the icon for your DVD-ROM drive.
• The Installation menu for the DVD should now open.
If the menu does not open:
• From the list of files on the DVD, double-click the file named
START32.EXE.
DocuMate 262 Scanner User’s Guide 7
Installation
3. On the Installation menu, select Install Products.
®
4. Make sure the boxes for Nuance PaperPort
and Scanner
Driver are checked.
NOTE: The software provided with your scanner may differ
slightly from the list shown in the window.
5. Click Install Now.
6. The Select Language window opens. Click the drop-down
menu arrow and select the language to use. Click OK.
8 DocuMate 262 Scanner User’s Guide
Installation
The first PaperPort Installation window opens.
1. On the PaperPort Welcome window, click Next.
Installing PaperPort will uninstall any existing version of
PaperPort and will install the newer version. Your existing
PaperPort files will not be affected.
2. Read the PaperPort license agreement and select I accept the
terms in this agreement, then click on Next. If you choose not
to accept the license agreement, the installation will terminate
and the PaperPort software will not be installed.
3. On the Customer Information window, accept the current
values or enter new information, then click Next.
4. On the Setup Type window, keep the default Setup Type and
click Next.
5. Click Install to begin the installation.
Reminder: If your computer is running an AntiVirus or
AntiSpyware application, you may see messages asking you to
allow installation. Select the option to allow installation to
proceed.
6. On the Product Registration window, do one of the following:
•Select Register online, click OK, then follow the
registration instructions.
•Select Print registration form, click OK, then follow the
instructions to complete and print the registration form.
•Select Remind me in 7 days and click OK.
7. At the Installshield Wizard Completed window, click Finish.
If a message window opens instructing you to restart your
computer, click Restart.
DocuMate 262 Scanner User’s Guide 9
Installation
Note: Some of the options listed
in this window may not be
available when you purchase
your scanner.
Please visit our web site at:
www.xeroxscanners.com
for the latest updates.
The Welcome to the One Touch 4.0 Setup Wizard opens.
1. Click Next.
2. On the Xerox License Agreement window, read the license
agreement. If you accept the terms, select I Agree then click
Next.
If you choose not to accept the license agreement, the
installation will terminate and the scanner driver will not be
installed.
The next window lists the choices of the drivers that you can
install for your scanner.
3. Select the option you want.
10 DocuMate 262 Scanner User’s Guide
NOTE: If your computer is running Windows XP or Windows
Vista, Microsoft’ s Windows Image Acquisitio n (WIA) interface for
scanning is always available, regardless of your selection on this
window.
Installation
• Full Install (OneTouch, TWAIN and ISIS)—This is the
recommended installation. It installs the One Touch 4.0
software which provides the necessary driver software for
the scanner. It also installs scanning interfaces for the
TWAIN and ISIS drivers. Installing this option means that
you can use several different methods to scan, as
explained in this User Guide.
• TWAIN and ISIS—The TWAIN and ISIS drivers are
installed. The One Touch 4.0 Monitor will not run and you
cannot use the One Touch features. You can use the Xerox
DocuMate 262 TWAIN driver to scan from applications with
a TWAIN interface. You can also scan from applications
that use the ISIS driver . You will not be able to scan with the
buttons on the scanner.
• TWAIN only—The TWAIN driver is installed without the
One Touch 4.0 software or the ISIS driver. You can use the
Xerox DocuMate 262 TWAIN driver to scan from TWAIN
applications. You will not be able to scan with the buttons
on the scanner.
• ISIS only—The ISIS driver is installed. You can use
applications that use the ISIS driver such as Kofax and
QuickScan. The One Touch 4.0 Monitor will not run and you
cannot use the One Touch features. You will not be able to
use the Xerox DocuMate 262 TWAIN driver. You also will
not be able to scan with the buttons on the scanner.
NOTE: If you decide to change the scanner’s installed drivers
later on, you must first uninstall the drivers the scanner is
currently using. See the section “To Install Another Driver” on
page 108.
DocuMate 262 Scanner User’s Guide 11
Installation
4. Click Next.
During installation you will see this window asking you to select
one of the images for your Color Space setting.
The Color S pace setting sets the gamma value for the scanner
so scanned items look good on your monitor. Gamma controls
the brightness of the midtones of colors. That setting can be
changed later as you’re scanning.
5. Select the option that looks best to you and click Next.
The driver installation will now begin.
6. STOP when you see the “Complete the installation by
connecting your hardware” window. Do NOT click OK yet.
Leave the window open and proceed to the next section,
“Step 3: Connect the Power Supply” on page 13.
12 DocuMate 262 Scanner User’s Guide
Step 3: Connect the Power Supply
Connect the power supply and power cord, and plug the power
supply into an electrical outlet.
To connect your DocuMate 262 scanner:
1. Plug the power supply into the power port on the scanner.
Installation
NOTE: Only use the power supply (HEG42-240200-7L made by
HiTron) included with your scanner. Connecting any other type
of power supply may damage your scanner, and will void its
warranty.
2. Plug the power cord into the power supply and into a wall
outlet.
Now proceed to the next section, “Step 4: Connect the USB
Cable and Turn on the Power.”
DocuMate 262 Scanner User’s Guide 13
Installation
USB
Step 4: Connect the USB Cable and Turn on the Power
The DocuMate 262 scanner connects to any available USB port.
Check your computer’s manual for USB port locations.
NOTE: Y ou can connect the scanner to your computer while the
computer is running. You do not have to shut down your
computer.
1. Remove any protective tape from the USB cable.
2. Plug the USB cable into the USB port on the scanner then into
a USB port on the computer. Connection to a USB 2.0 High
Speed port provides optimum performance, however your
scanner will also connect to a USB 1.1 port.
The USB symbol, as seen in the above diagram, identifies the
location of the USB port on your computer. If the plug does not
attach easily , make sure that you are plugging it in correctly. Do
not force the plug into the connection.
You can also connect the scanner to a USB port on the
computer’s keyboard if it has one, or to a USB hub. If you use a
USB hub, it must have its own power supply already plugged
into an electrical outlet.
14 DocuMate 262 Scanner User’s Guide
Installation
3. Turn on the power switch, located on the back of the scan ner to
the left of the power port.
The status light comes on and flashes indicating that the
scanner is receiving power.
If you are using Windows XP and have plugged the USB cable
into a USB 1.1 port, an information bubble may open explaining
that “A HI-SPEED USB device is plugged into a non-HI-SPEED
USB hub”. Plug the USB cable into a USB 2.0 port (if available)
or just disregard the message. If you leave it plugged into the
USB 1.1 port, your scanner may scan a bit slower than the 33
pages per minute, and 66 images per minute available with a
USB 2.0 port.
Your computer then recognizes that a scanner has been
plugged into the USB port and automatically loads the
appropriate software to run the scanner.
Do not proceed until you receive a message that your computer
has found the new hardware, or updated the driver datab ase. If
your computer is running Windows XP or Windows Vista, you
will see a message similar to the following message.
DocuMate 262 Scanner User’s Guide 15
Installation
4. When you’re certain that the software has completely loaded,
return to the “Complete the installation by connecting your
hardware” window.
5. Click OK.
You can also click More to see a quick overview about
accessing and navigating the One Touch Button Panel. When
you’re finished reading the additional information, click OK.
The scanner’s status light is green when the scanner and
computer are communicating properly.
6. Click Close on the Installation Complete window to close and
exit the software installer.
You can now install additional applications.
16 DocuMate 262 Scanner User’s Guide
Additional Applications Available with Your Scanner
Your scanner includes free, additional applications on the
installation DVD.
Installation
1. Rein
sert the installation DVD into the DVD-ROM drive.
The
Installation menu opens.
The free Adobe Acrobat Reader software is located on the
DVD with the User Guides. See the steps on page 19 to install
Adobe Acrobat Reader.
2. Click Install Products.
You will see the screen that shows the applications.
Applications already installed have Installed! next to them.
3. See the following table to decide which software you would like
to install.
DocuMate 262 Scanner User’s Guide 17
Installation
Software About the Software
4. On the window shown above, click in the boxes of the other
software you want to install, and click Install Now. Follow the
instructions on the screen to install each of the additional
products.
Adobe® Acrobat
Reader
®
Adobe Acrobat Reader is a stand-alone application that you use to open,
view, search, and print PDF files. The User Guides on your scanner’s
installation DVD are in PDF format and require Adobe Acrobat Rea der for
you to view and save them.
QuickScan™ A desktop imaging solution for scanning, image enhancement, an d OCR,
QuickScan is a standalone, out-of-the-box imaging solution that provides
all the necessary capabilities for high-speed scanning, image
enhancement, viewing, annotation, printing, and storing images, for both
black-and-white and color pages. It uses an ISIS-certified driver for
scanning, and includes flexible job separation and barcode recognition.
The Demo version lets you try the application first. You can use this
software as an additional method to scan.
Kofax
Kofax
®
and
®
Scan Demo
VRS
®
Kofax VRS automatically enhances scanned documents from less than
perfect originals. It is an additional scanning interface that uses patented
VRS (VirtualReScan) technology, and ensures your scanning is as
efficient and easy as possible, while also improving both the quality of th e
scanned images. Kofax VRS uses an ISIS-certified driver for scanning.
This software provides an additional method to scan from your scanner.
The Demo version lets you try the application first.
If you install the Kofax VRS software, you may see the following message.
Please disregard this message and click OK. The Kofax VRS Certified
®
driver is installed correctly when you install it with your Xerox
ISIS
DocuMate 262 scanner.
OmniPage
®
OmniPage Pro provides precision OCR analysis, advanced layout
TM
detection, and Logical Form Recognition
(LFR) technology. Advanced
security features quickly turn office documents and forms into over 30
different PC applications for editing, searching and sharing. Custom
workflows handle large volumes of documents, and you can use its tools
to print to PDF. OmniPage Pro also includes ScanSoft PDF Create!® and
PDF Converter programs.
®
X1
Enterprise Client
X1 is a desktop search engine software. Using a single interface, the X1
Enterprise Client software will quickly and efficiently find files and emails
stored on your computer.
18 DocuMate 262 Scanner User’s Guide
View the User Guides
1. To get the documentation for each of the additional products,
return to the Main Menu window and click User Guides.
2. The User Guides window opens. Use this window to view and
save the User Guides you want.
Installation
3. Click the links of the Guides you want to view.
The User Guides are in Adobe® Acrobat® PDF format. The
DVD also includes a free copy of Acrobat® Reader® in case
your computer does not have it already installed. The Scanner
Readme file is in HTML format and will open in any standard
browser.
If you need to, click Acrobat Reader to install it now . Follow the
instructions on the installation windows.
If your computer already has Adobe Acrobat Reader installed,
please do not select it unless the version provided on the
installation DVD is a newer version than the one currently
installed on your computer.
DocuMate 262 Scanner User’s Guide 19
Installation
To view and save the User Guides:
1. TClick the name of a User Guide you want to view and it will
open in Acrobat Reader. Use the Acrobat Reader Save
command to save that User Guide on your computer.
2. Return to the User Guides window and repeat the process to
open, view, and save all the other User Guides you want. The
Scanner Readme file has late-breaking news about your
scanner.
• The SharePoint Mini-Guide has information about a new
feature in the One Touch 4.0 software to link to Microsoft’s
SharePoint application. This brief Mini-Guide explains how
to setup the SharePoint link and use the SharePoint
features when choosing new scan settings for your
scanner.
• The One Touch VRS Mini-Guide has information about a
new feature in the One Touch 4.0 software. This brief MiniGuide explains what the feature is and how to use the VRS
settings when creating or modifying a scan configuration.
• The One Touch OmniPage Mini-Guide has information
about a new feature in the One Touch 4.0 software. This
brief Mini-Guide explains what the feature is and how to
use the OmniPage settings when creating or modifying
scan configurations.
3. When you’re finished, click Main Menu to return to the Main
Menu window and click Exit.
4. Remove the DVD and store it in a safe place.
That’s it! Installation is finished and your Xerox DocuMate 262
scanner is ready to scan.
20 DocuMate 262 Scanner User’s Guide
Register Your Scanner and Check for Updates
The One Touch Icon.
The Serial Number.
Registering your scanner is important as it provides you with
access to free telephone support service. Registration also gives
you free access to software updates for your scanner.
To register your scanner:
1. Right-click on the One Touch icon in the Windows Notification
Area (at the bottom right corner of the screen).
2. Choose Check for Online Updates from the pop-up menu.
Installation
3. Follow the instructions on the screen and register your scanner
by entering your scanner’s serial number and your email
address.
NOTE: A valid email address is required.
The serial number is located on the underside of the scanner.
After registration is complete you will receive an email
message with your RegID.
Y our RegID is importa nt as you will need it when accessing free
telephone support, or checking for online updates.
4. After receiving your RegID, write it down on a piece of paper
and keep it with your scanner so you will be able to find it
easily.
DocuMate 262 Scanner User’s Guide 21
Scanning
Scanning
If you selected the recommended Full Install option (see page 11),
then you have several different options to scan with your Xerox
DocuMate 262 scanner. Each method scans equally well, so use
the one with appropriate options for the item you are scanning.
NOTE: During installation, the One Touch 4.0 software
searches your computer and links to all the applications (known
as the Destination Applications) where it can send and open
scanned documents. To make sure that all the Destination
Applications are linked to One Touch 4.0, Xerox recommends
that you refresh One Touch 4.0 before using your scanner for the
first time. Please see “Check the Scan Settings Before
Scanning” on page 25 for the steps to Refresh One Touch 4.0.
• Scanner Buttons—When you press either the Simplex or
Duplex button, documents are scanned using the scan settings
indicated by the LED number. The scanned images are then
sent to a software application on your computer. See “Load and
Scan Documents” on page 23.
• One T ouch—Use this scan optio n when you want to scan from
the computer screen. Open the One Touch scan panel and
window, adjust the scan settings as needed, put the document
in the scanner , then click the icon on the One Touch panel. Also
use this One Touch method of scanning if you want to access
the advanced features of Optical Character Recognition (OCR)
available from the OmniPage Pro application. See “Scan from
the One Touch Button Panel” on page 26.
• TWAIN Interface—This option uses your scanner’s TWAIN
interface to scan. Select scanning options before scanning, put
the document in the scanner, then click a button on the TWAIN
interface window. See “Accessing the TWAIN Interface from
PaperPort” on page 81.
• Windows Image Acquisition (WIA)—This option uses the
Microsoft Windows set of choices for scanning. Select the WIA
scan settings, put the document in the scanner, then click a
button on the WIA window. Scann ing with WIA is only available
if your computer is running Windows XP or Windows Vi sta. See
“Scanning with the WIA Interface” on page 95.
• ISIS Interface—This option uses the ISIS interface for
scanning. Select the ISIS scan settings, put the document in
the scanner, then click a button on the ISIS window. See
“Scanning with the ISIS Interface” on page 99.
22 DocuMate 262 Scanner User’s Guide
Load and Scan Documents
When you press either the Simplex or Duplex button, documents
are scanned using the scan settings indicated by the LED number.
The scanned images are then sent to a software application
(known as the Destination Application) on your computer.
1. Adjust the paper guide for the width of paper, and make sure
the input and output trays are fully extended.
Scanning
NOTE: Always remove any staples or paper clips from
documents before inserting them into the scanner’s Automatic
Document Feeder. Staples and paper clips can jam the feed
mechanism and scratch the internal components. Also remove
any labels, stickers, or Post-It™ notes that may come off during
the scanning process and get stuck in the scanner. Misuse as
described here will void your scanner’s warranty.
2. Load the documents with their tops into the Automatic
Document Feeder.
For Simplex (one-sided) scans, load the documents face down.
For Duplex (two-sided) scans, the documents can be face up or
down because both sides are scanned.
DocuMate 262 Scanner User’s Guide 23
Scanning
3. Check the LED number to make sure you’re using the scan
setting you want.
To choose a new scan setting, press the Destination Selector
button.
The current scan setting. See “Check
the Scan Settings Before Scanning”
on page 25 to check the settings.
Press the Destination Selector to cycle
through the scan settings to select the
one you want.
4. To scan a one-sided document, press the Simplex button.
To scan a two-sided document, press the Duplex button.
A scan progress window opens and the image is sent to the
selected application from the One Touch utility. In this example
of duplex (two-sided) scanning, the Destination Application is
the PaperPort desktop and the two pages are stacked, one on
top of the other.
To Cancel scanning, click the Cancel button.
24 DocuMate 262 Scanner User’s Guide
Check the Scan Settings Before Scanning
Press, hold down,
and then release
either button to
see the setting for
the selected LED
number.
Note: The configurations shown
on this example of the One
Touch Properties window are for
illustration purposes only. The
configurations you see on your
One Touch Properties window
may be different.
This number
corresponds to the
LED on the scanner.
The icon indicates the
Destination Application
for this setting.
The current name of the
setting.
Your document will be scanned with
these options for setting Number 6.
1. To check the scan settings before scanning, press, hold down,
and then release, either the Simplex or Duplex button.
The One Touch Properties window opens for you to view and
change the settings before scanning. This sample shows the
current description of setting 6.
Scanning
DocuMate 262 Scanner User’s Guide 25
The One Touch Button Panel also opens with the description of
the selected settings.
To Refresh the One Touch 4.0 settings, click the Refresh
button.
If you make changes in the One Touch Properties window, then
click the Apply button, the information in the One Touch panel
will update to show the new settings.
2. When you are ready to scan, press either the Simplex or
Duplex button, or click OK to close the window then click the
button on the One Touch Button Panel.
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