Xerox 510 User Manual

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DocuMate 510

scanner

installation guide

DocuMate 510

scanner

installation guide

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 publication are trademarks of Xerox Corporation.

The Visioneer brand name and logo are registered trademarks of Visioneer, Inc. The PaperPort brand name and logo are registered trademarks of Nuance Communications, Inc. ArcSoft PhotoImpression® is a registered brand name of ArcSoft, Inc. Adobe®, Adobe® Reader®, Acrobat® Reader®, Adobe® Acrobat®, an d 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.

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 against the law to copy the software 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.

Part Number: 05-0591-600 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.

Welcome

What’s in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

The Xerox DocuMate 510 Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

What You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Installation

Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Step 1: Assemble the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Step 2: Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Step 3: Connect the Power Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Step 4: Connect the USB Cable and Turn on the Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Additional Applications Available with Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

View the User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Register Your Scanner and Check for Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Scanning

Loading Documents to Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Load a Stack of Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Load a Single Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Scan from the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Check the Scan Settings Before Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Using the One Touch Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

About the One Touch Button Panel’s Names and Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

The Default One Touch Settings for Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Configuring the One Touch Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

About the One Touch Properties Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Selecting New Settings for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Setting Destination Application Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Selecting Document and Page Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Scanning with Optical Character Recognition (OCR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Renaming a One Touch Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Selecting Options for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Creating a New Scan Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Editing or Deleting Scan Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Configuring Before Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62

Scan and Burn to a CD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Scanning with Event Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Creating an HTML Web Page from Your Scanned Documents . . . . . . . . . . . . . . . . . . . . . . . . .70

Transferring Scanned Documents to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

Checking the Hardware and Setting the Lamp Power Saving . . . . . . . . . . . . . . . . . . . . . . . . . . 79

DocuMate 510 Scanner Installation Guide iii

Scanning with the TWAIN Interface from PaperPort

Accessing the TWAIN Interface from PaperPort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

The Two TWAIN Interface Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

Scanning from the TWAIN Basic Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Scanning from the TWAIN Advanced Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Adjusting the Image with the Advanced Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90

Adjusting the Resolution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Adjusting the Brightness and Contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Adjusting Gamma, Saturation, and Color Hue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94

Adjusting Input Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

Creating a New Advanced Interface Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Display the Device Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99

Setting Up PaperPort to Work with Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Scanning with the WIA Interface

Fine Tuning Your Scans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108

Maintenance

Clearing Paper Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Care and Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Cleaning the Scanner Glass . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Cleaning the Automatic Document Feeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Replacing the ADF Pad Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Replacing the Roller Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115

Error Light Troubleshooting Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118

Uninstalling Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

Uninstalling the Scanner and One Touch Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

Uninstalling the PaperPort Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

To Install Another Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120

Xerox DocuMate 510 Scanner Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Xerox DocuMate 510 Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

It’s Illegal in the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123

It’s Illegal in Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Federal Communications Commission (FCC) for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

Energy Star for the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

RoHS and WEEE Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Product Recycling and Disposal for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127

DocuMate 510 Scanner Installation Guide iv

What’s in the Box

Installation CD

Power Supply

DocuMate 510 Scanner

AC Power CableUSB Cable

Quick Install Poster and Technical Support Card

Paper Guide Paper Guide Extension

Paper Stop

Replacement ADF Pad

Welcome

Your new Xerox DocuMate 510 scanner can scan stacks of documents or a single page at a time, and place their images on your computer.

WARNING: Do not plug in the USB cable until after you have

installed the software. Carefully follow the steps and sequence described in the installation procedure beginning on page 5.

Before starting the scanner assembly and software installation, please check the contents of the box to make sure th at all part s are included. If any items are missing or damaged, contact the dealer where you purchased the scanner.

DocuMate 510 Scanner User’s Guide 1

Glass

Document Pad

Reference Frame

Document Cover

ADF Cable

Power jack

USB Port ADF port

Power On/Off Switch

Paper Stop

Paper Guide Extension

Paper Guide Automatic Document Feeder

Status Lights

Lock (on underside of scanner)

Welcome

The Xerox DocuMate 510 Scanner

2 DocuMate 510 Scanner User’s Guide

Welcome

Document Cover—Protects the document from light and contamination during scanning.

Document Pad—Helps to secure the document in place on the scanner glass.

Reference Frame—Place items face down within this frame. Markings on the border of the frame show where to align various paper sizes.

Glass—Place items face down aligned at the upper left corner of the glass.

Paper Stop—Holds items in place as they are ejected from the Automatic Document Feeder . Adjust the Paper Stop for letter-sized or legal-sized pages.

Paper Guide—Holds pages in place. Adjust to fit the size of the paper to scan.

Paper Guide Extension—Unfolds to support various page lengths.

Automatic Document Feeder (ADF)—Feeds a stack of pages onto the glass for scanning. The ADF can hold up to 50 pages at a time.

Lock—Locks or unlocks the scanning head; located on the underside of the scanner.

Status Lights—Shows the scanner’s status.

Blinking Green Ready light: scanner is preparing itself or the lamp is warming up. Steady Green Ready light: the scanner is on and ready to scan. Blinking Check light: the hardware is not ready to scan.

See “Error Light Troubleshooting Codes” on page 118 for additional details about the Status Lights.

USB Port—Connects the scanner to the computer. ADF Port—Connects the ADF cable from the Automatic Document

Feeder to the scanner.

Power Jack—Connects the power cord to the scanner. Power On/Off Switch—Turns the scanner’s power on and off. ADF Cable—Connects the ADF to the scanner body. The cable

provides power to the ADF and must be plugged in for it to operate.

DocuMate 510 Scanner User’s Guide 3

Welcome

What You Need

IBM-compatible Pentium 4 PC, or AMD equivalent with:

• A CD-ROM drive

• An available Universal Serial Bus (USB) port

•Microsoft (Service Pack 4), Windows XP (Service Pack 1 and 2), or Windows 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

Windows® operating system: Windows 2000

Documentation

The recommended settings for your monitor are:

• 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

Your scanner is delivered with the following documentation:

• Quick Install Guide—Abbreviated installation instructions.

• Xerox DocuMate 510 Scanner User’s Guide—On the Installation CD; contains detailed installation, scanning, configuration, and maintenance information.

• PaperPort User’s Guide—On the Installation CD; contains detailed feature and configuration information for the PaperPort software.

• Online Help—For the scanner configuration, TWAIN and WIA interfaces, and PaperPort software application.

4 DocuMate 510 Scanner User’s Guide

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. Please disregard any information about the software not applicable to your scanner. Visit our web site at www.xeroxscanners.com for the latest software updates for your Xerox DocuMate 510 scanner.

• If your computer has AntiVirus or AntiSpyware software running, you may encounter alerts or messages during installation 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 if that option is available. Alternatively, you can turn off the AntiVirus or AntiSpyware software before inst alling your s canner , 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 , it is recommended that you remove that scanner’s driver program prior to installing your Xerox DocuMate 510 scanner. While in some cases you can configure your computer to have another manufacturer’s scanner operational on your computer in conjunction with the Xerox DocuMate 510 scanner, we do not recommend this configuration as you may lose some of the driver functionality on one, or both of the units. You can remove these programs from the Windows Add/Remove programs list. Please refer to the user manual provided with your other scanner hardware for instructions about removing the driver and software for that unit.

• 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.

DocuMate 510 Scanner User’s Guide 5

Installation

Step 1: Assemble the Scanner

All the components to assemble the scanner are included in the box.

To assemble the scanner:

1. Remove all shipping tape from the top and bottom of the scanner.

2. Open the ADF cover and carefully remove any foam particles that may have gotten inside the Automatic Document Feeder. Close the cover so it snaps shut.

6 DocuMate 510 Scanner User’s Guide

Installation

Unlocked position

3. Slide the locking tab on the bottom of the scanner to its unlocked position.

NOTE: The locking tab protects the scanner’s scan head by

holding it securely in position. Lock the scanner when transporting it from one location to another, but always remember to unlock it before scanning. The scanner will not scan when locked.

4. Insert the slots (A) on the Paper Guide onto their tabs (B) on the scanner and slide the Guide down into place. The catch tabs (C) snap into place. Refer to the picture on page 2 to see the location of the assembled parts.

DocuMate 510 Scanner User’s Guide 7

Installation

5. Insert the Paper Guide Extension into the Paper Guide and snap its tabs into place.

6. Insert the Paper Stop onto the back of the scanner and slide it downward to snap its tabs into place.

7. Plug the ADF cable into the ADF port. Tighten the two locking screws on either side of the plug to make sure the ADF cable is securely plugged into the port. The ADF will not function properly if the ADF cable is loose or unplugged.

8. Proceed to “Step 2: Install the Software”.

8 DocuMate 510 Scanner User’s Guide

Step 2: Install the Software

The Installation CD includes all the necessary installation files, as well as the PaperPort software files.

To install the software:

1. Start Microsoft Windows and make sure that no other applications are running.

2. Insert the installation CD into your computer’s CD-ROM drive.

Installation

The CD automatically starts.

NOTE: If the CD does not start, check the following:

• Make sure the CD drive’s door is completely shut.

• Make sure the CD was inserted in the drive in the proper direction (label side up).

To launch the CD 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 CD-ROM drive.

• The Installation menu for the CD should now open.

If the menu does not open:

• From the list of files on the CD, double-click the file named START32.EXE.

DocuMate 510 Scanner User’s Guide 9

Installation

3. On the Main Menu, select Install Products.

4. Make sure the boxes for Nuance PaperPort Driver are checked.

and Scanner

5. Click Install Now.

The PaperPort installation begins:

1. The Select Language window opens. Click the drop-down menu arrow and select the language to use. Click OK.

The first PaperPort Installation window opens.

2. 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.

10 DocuMate 510 Scanner User’s Guide

Installation

3. 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.

4. On the Customer Information window, accept the current values or enter new information, then click Next.

5. On the Setup Type window, keep the default Setup Type and click Next.

6. 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.

7. 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.

8. At the Installshield Wizard Completed window, click Finish. If a message window opens instructing you to restart your

computer, click Restart.

The scanner driver installation will now begin:

1. The Welcome to the One Touch 4.0 Setup Wizard opens.

2. Click Next.

DocuMate 510 Scanner User’s Guide 11

Installation

3. On the Xerox License Agreement window, read the license agreement. If you accept the terms, select I Agree.

If you choose not to accept the license agreement, the installation will terminate and the scanner driver will not be installed.

4. Click Next The next window lists the choices of the drivers that you can

install for your scanner.

5. Select the option you want.

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.

• Full Install (OneTouch and TWAIN)—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 the scanning interface for the TWAIN driver. Installing this option means that you can use several different methods to scan, as explained in this User Guide.

• TWAIN Only—The TWAIN driver is installed. The One

Touch 4.0 Monitor will not run and you cannot use the One Touch features. You can use the TW AIN driver to scan from applications with a TWAIN interface.

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 120.

12 DocuMate 510 Scanner User’s Guide

Installation

6. 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.

7. Select the option that looks best to you and click Next. The driver installation will now begin.

8. 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 14.

DocuMate 510 Scanner User’s Guide 13

Installation

Step 3: Connect the Power Supply

Connect the power supply and power cord, and plug the power supply into an electrical outlet.

To connect the power supply:

1. Plug the power supply into its power port on the scanner.

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 then into a wall outlet.

Now proceed to the next section, “Step 4: Connect the USB Cable and Turn on the Power.”

14 DocuMate 510 Scanner User’s Guide

Step 4: Connect the USB Cable and Turn on the Power

USB

The DocuMate 510 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.

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.

Installation

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 hub if the USB hub has its own power supply already plugged into an electrical outlet.

DocuMate 510 Scanner User’s Guide 15

Installation

3. Turn on the power switch, located on the back of the scan ner to the left of the power port.

The Ready light comes on indicating that the scanner is receiving power.

If you are using Windows XP Service Pack 2, 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.

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 one of the following messages.

16 DocuMate 510 Scanner User’s Guide

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, return to the screen above and 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 the additional software you received with your scanner.

DocuMate 510 Scanner User’s Guide 17

Installation

Additional Applications Available with Your Scanner

Your scanner includes an additional, free application on the Installation CD.

1. Return to the Main Menu.

2. Click Install Products. Applications already installed have Installed! next to them.

3. Click ArcSoft PhotoImpression

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Installation

ArcSoft PhotoImpression is a set of software tools for enhancing your scanned photos. You can use PhotoImpression to change a photo’s brightness and contrast, sharpen the image, change its color tones, remove red-eye from pictures of faces, and crop and resize the image. PhotoImpression works with digital photos directly from a camera, as well as photos scanned with your Xerox DocuMate 510 scanner.

4. Click Install Now

5. Follow the instructions on the screen to install the software.

6. When the ArcSoft PhotoImpression software is finished loading, return to the Main Menu.

You can now view and save the User Guides.

DocuMate 510 Scanner User’s Guide 19

Installation

View the User Guides

1. On the Main Menu, click User Guides.

The User Guides window opens. Use this window to view and save the User Guides you want.

The User Guides are in Adobe® Acrobat® PDF format. The CD 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.

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Installation

If your computer already has Adobe Acrobat Reader installed, please do not select it unless the version provided on the installation CD is a newer version than the one currently installed on your computer.

To view and save the User Guides:

1. Click 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.

3. The SharePoint Mini-Guide has information about a new feature in the One Touch 4.0 software to link to Microsoft’s SharePoint application. You can use the link to automatically store scanned documents on a server set up to run SharePoint, and everyone with the appropriate access to the SharePoint server will be able to find the scanned documents and work with them. This brief Mini-Guide explains how to use the SharePoint features when choosing new scan settings for you r scanner.

4. When you’re finished viewing and saving the guides, click Main Menu to return to the Main Menu window and click Exit.

5. Remove the CD and store it in a safe place.

That’s it! Installation is finished and your Xerox DocuMate 510 scanner is ready to scan.

DocuMate 510 Scanner User’s Guide 21

Installation

The One Touch Icon.

The Serial Number.

Register Your Scanner and Check for Updates

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.

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 side 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.

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Scanning

If you selected the recommended Full Install option for your scanner’s driver (see page 12), then you have several options for scanning. Each method scans equally well so use the one with appropriate options for the item you are scanning.

The scanning options available with the Full Install option are:

• One T ouch —Open the One Touch scan panel, adjust the scan settings as needed, put the document in the scanner , then click one of the button icons on the One Touch panel. 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 TW AIN interface window . The PaperPort sof tware that you inst alled for your scanner uses the TWAIN interface for scanning, b ut many other programs use it too so you can also scan from them, as well as from PaperPort. See “Accessing the TWAIN Interface from PaperPort” on page 82.

• Windows Image Acquisition (WIA) Interface—This option uses the Microsoft Windows Image Acquisition (WIA) interface to scan. Select scanning options before scanning, put the document in the scanner, then click a button on the WIA interface window. You can access the WIA interface from the PaperPort software, or from other applications on your computer. See “Scanning with the WIA Interface” on p age 106. The WIA interface is only available if your computer is running Windows XP or Windows Vista.

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 27 for the steps to refresh One Touch 4.0.

DocuMate 510 Scanner User’s Guide 23

Scanning

Loading Documents to Scan

You can use your Xerox DocuMate 510 to scan a single page on the Flatbed glass, or stacks of documents using the Automatic Document Feeder.

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.

Load a Stack of Documents

1. Lift the scanner cover and make sure no pages have inadvertently been left on the Flatbed glass.

2. Unfold the Paper Guide Extension and adjust the Paper Guide for the size of paper.

3. Adjust the Paper S top at the back of the scann er for the size of the paper. Pull out the slide on the Paper Stop for letter-sized pages. Push it in for legal-sized pages.

24 DocuMate 510 Scanner User’s Guide

Scanning

4. Load the stack of documents face up, with their tops into the Automatic Document Feeder.

IMPORTANT: Items scanned using the Automatic Document

Feeder must be a minimum of 3 x 4 inches (7.6 x 10.2 cm).

Load a Single Page

1. Remove any paper in the Automatic Document Feeder.

2. Lift the scanner cover and place the document face down on

3. Align the item with the arrow on the reference frame then close

The scanner automatically detects if paper is in the Automatic Document Feeder and will scan pages in it. You must remove these pages prior to scanning from the Flatbed.

the glass.

the cover.

4. You can now scan from the One Touch Button Panel or one of the other scanning interfaces.

DocuMate 510 Scanner User’s Guide 25

Scanning

The One Touch Icon.

Click the button you want to use to scan.

Click these arrows to see the other scanning buttons.

Scan from the One Touch Button Panel

The One Touch Button Panel is your on-screen set of controls for scanning.

To scan from the One Touch Button Panel:

1. Load a stack of documents in the Automatic Document Feeder, or place a document face-down on the Flatbed glass.

2. Now click on the One Touch icon in the Windows Notification Area (at the bottom right corner of the screen).

The One Touch Button Panel opens and shows the first five scanning buttons. Click the arrows to cycle through the buttons to find the one you want to use for scanning.

3. Click the button you want to use to scan. For example, to attach a scanned document to a blank email

message click button 4.

NOTE: The One Touch Properties window must be closed

before you can scan from the Button Panel.

4. The scanner begins scanning. A window shows the image as scanning is in progress. When scanning is finished, the image is sent to the Destination Application indicated by the button’s icon on the One Touch Button Panel. In the following example, the Destination Application is the PaperPort desktop.

26 DocuMate 510 Scanner User’s Guide

Check the Scan Settings Before Scanning

The One Touch Icon.

Right-click the button to see its scan settings.

This number is the Button number.

The icon indicates the Destination Application for this Button. This icon is for PaperPort.

The current name of the Button.

Your document will be scanned with these settings for Button Number 1.

1. Click on the One Touch icon in the Windows System Tray (at the bottom right corner of the screen).

The One Touch Button Panel opens.

2. Right-click the button you want to check.

The One Touch Properties window opens for you to view and change the settings before scanning. This sample shows the current settings for Button 1.

Scanning

DocuMate 510 Scanner User’s Guide 27

The One Touch Button Panel also opens with the description of the selected settings.

Scanning

To change a button’s settings before starting to scan, see the section “Selecting New Settings for a Button” on page 35.

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.

To Refresh the One Touch 4.0 settings, click the Refresh button on the One Touch Properties window.

3. When you’re ready to scan, just click (not right-click) a button on the Button Panel.

NOTE: The One Touch Properties window must be closed

before you can scan from the Button Panel.

NOTE: Y our scanne r comes with nine factory-preset One Touch

button settings. You can reconfigure and rename the buttons for your specific scanning requirements. See “The Default One Touch Settings for Your Scanner” on page 31 for the factory presets.

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Using the One Touch Panel

The Button View.

The Hardware View. The Detail View.

Click these arrows to navigate through the panel’s three views.

Click these arrows to see the other scanning buttons.

The One Touch Panel is your on-screen control for the scanner. The One Touch Panel also shows information about the scanner and its settings.

1. To open the One T ouch Button Panel, click the One Touch icon. It is located in the Windows Notification Area at the bottom right corner of the screen.

The One Touch Button Panel opens at its Button View, which shows the scanning buttons.

2. To scan from the panel, click the icon you want to use to scan.

3. To see the detailed settings for a button prior to scanning, click on the green arrows to navigate through the panel’s three views.

Scanning

To see the other scanning buttons, click the arrows on the right hand side of the panel.

• The Button View is your main scanner control panel. Use it

to scan or to see all the buttons.

• The Detail View shows the current scan settings for a

button.

• The Hardware View shows the current scanners conn ected

to your computer.

4. From the Hardware View and Detail V iew, click the green arrow to return to the Button View. You can also click on the hardware icon to return to the Button View.

5. To close the One Touch Button Panel, click its close button.

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Scanning

About the One Touch Button Panel’s Names and Icons

The button names, such as PDF, eMail or Fax, indicate the original factory settings for the Destination Application assigned to a button. When you installed One Touch, it searched your computer for applications that will work with the scanner, then listed them as available Destination Applications on the One Touch Button Panel and the One Touch Properties window.

For example, the eMail button is set up to scan documents then immediately attach them to a new eMail message in your default eMail program. But you can change the name, the Destination Application, and any of the other aspects of the button.

A question mark for a button, such as shown for Button 5, means your computer does not have appropriate software, or in some cases the appropriate hardware for the initial factory settings (Fax software in this example). In that case, you would probably want to change the name and Destination Application to something else. For example, if you scan a lot of documents that have faint images, such as hand-drawn sketches in light pencil, you might want to change the button’s name to Sketches, and the Destination Application to Microsoft Paint, or some other drawing program.

A folder icon for a button, such as shown for Button 7, means that the button is set up to archive the scanned item. This is a special pre-configured Transfer to Storage option for your scanner. The scanner sends the scanned image directly to a folder without opening the image first in a Destination Application. Use the archiving option when you don’t need to see the scanned images, but simply want to store them in a folder.

When you scan with Transfer to Storage as the Destination Application, the scanner sends the scanned image directly to the default folder at C:\Documents and Settings\<your user name>\My Documents\My One Touch Archive\PDF Documents without first opening it in an application. The file will be named with the current date. It is named PDF Documents because button 7 is set to scan to the PDF file format. If you set up an archive button to scan to another format, such as TXT, the folder would be named TXT Documents. To see a scanned image that has been archived, open it using the appropriate application for the format. For example, to see a TXT image, open it with Microsoft Word or WordPad.

See the section, “Configuring the One Touch Buttons” on page 32, to change the settings of the buttons on the One Touch Button Panel.

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The Default One Touch Settings for Your Scanner

Based on the recommended installation of PaperPort and the scanner driver, your scanner is pre-configured to scan items for various basic tasks, such as email or fax, then send the scanned image to an appropriate, pre-selected Destination Application. The following table shows these factory-default settings. You can

change any of these settings.

If PaperPort is not installed, then the options for sending to word processing applications such as Microsoft Word will not be available.

Scanning

Button Name

Destination Application

Preconfigured Settings

1 Scan PaperPort Black&White @ 200dpi—Opens the image in PaperPort. 2 PDF PaperPort Black&White @ 300dpi—Opens the image in PaperPort. 3 Print Printer Black&White @ 300dpi—Prints a Black & White copy of

your scanned item.

4 eMail eMail

Application

5 Fax Fax

Application

6 OCR Microsoft

Word

7 Archive Transfer to

Storage

8CustomMicrosoft

Paint

9 Paint Microsoft

Paint

Black&White @ 200dpi—Attaches the scanned image to a new email message.

Black&White @ 200dpi—Sends the scanned image to your fax application.

Black&White @ 300dpi—Converts scanned text into editable text.

Black&White @ 300dpi—Saves the scan to a folder location on your computer without opening an application.

Color @ 100dpi—Sends the scanned image to the MS-Paint application.

Color @ 300dpi—Sends the scanned image to the MS-Paint application.

NOTE: The default page size in each configuration is based on

the location selected in your Windows setup.

For example:

• If the Windows location is set to “United States”, the default page size in each profile is based on the United States standard page sizes such as 8.5”x11”.

• If the Windows location is set to “United Kingdom”, the default page size in each profile is based on the ISO 216 standard and the majority of the profiles will default to A4.

NOTE: The email application will default to the email program

specified in the internet options of Internet Explorer.

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Scanning

Right-click on a button (for example, button 2) and the Properties window opens for that button.

Configuring the One Touch Buttons

Each One Touch button configuration consists of a Destination Application, a Scan Configuration, and a Document Format.

The One Touch Properties window is where you select these three elements for a button.

To open the One Touch Properties window:

1. Click the One Touch icon. It is located in the Windows Notification Area at the bottom right corner of the screen.

2. Right-click a button on the One Touch Button Panel.

REMINDER: Remember that left-clicking a button on the One

Touch Button Panel starts the scanner scanning. Right-clicking opens the One Touch Properties window.

The One Touch Properties window opens for that button.

32 DocuMate 510 Scanner User’s Guide

NOTE: Some of the options on the One Touch Properties

Window (and other One Touch windows and dialog boxes) are “grayed out” and are not available. Grayed out options are not appropriate for your Xerox DocuMate 510 scanner.

About the One Touch Properties Window

The Destination Application. This is the application that opens when you are finished scanning.

The settings that the scanner uses when scanning with the currently selected button (in this case button 2, PDF).

The file format for the images of the scanned item.

Click to select options.

The button number and name.

Click the icon of a selected configuration to view its settings.

The One Touch Properties window is where you can select new settings for the buttons. The One Touch Properties window also contains special scanning features such as scanning and burning to a CD, and scanning and converting text directly into an HTML web page.

The following example of the One Touch window shows the settings for Button 2. The button is set to scan with the scan configuration named US Letter then open PaperPort to display the scanned image. The Format and Page(s) option is set to scan in the PDF image format

Scanning

DocuMate 510 Scanner User’s Guide 33

The settings on the Properties window are: Select Destination—The list of Destination Applications that can

open to display the scanned image for the selected button. To configure the list of available applications, click the Options tab and select the desired options. See “Selecting Options for a Button” on page 50 for more information.

Select Configuration—The list of available scan configurations for the selected button. The configuration’s basic settings include: scanning mode, resolution (dpi), page size, brightness (Br), and contrast (Cr). To see a selected scan configuration’s settings, click its icon. Click the icon again to close the detailed information.

Scanning

Color GrayscaleBlack and White

Configure Before Scan

These icons next to each scan configuration indicate the scanning mode:

NOTE: Use Configure Before Scan if you want to set the

scanning mode manually before scanning. See “Configuring Before Scanning” on page 62.

You can also click the Edit button or double-click the configuration to see more detailed information about the selected configuration.

Select Format and Page(s)—A set of file formats for the scanned image for the selected button. The formats are based on the Destination Application you select. This example shows the formats that apply to Microsoft Outlook.

The button names indicate their file types. See “Selecting Document and Page Format Options” on page 45 for more information about the available formats.

Options tab—Displays a window for selecting options related to the selected Destination Application for the scanned image.

Properties button—Displays a window for selecting properties for each type of Destination Application. See “Setting Destination Application Properties” on page 37.

Refresh button—Updates the links between all your computer’s Destination Applications and One Touch 4.0.

NOTE: If you install new software that can be used as a

Destination Application, click the Refresh button to link the new software to One Touch 4.0.

New/Copy/Edit/Delete buttons—Click New or Copy to add new scan configurations to the list. Click Edit or Delete to change or remove them. See the sections “Creating a New Scan Configuration” on page 53 and “Editing or Deleting Scan Configurations” on page 60.

OK/Cancel/Apply buttons—OK accepts any changes and closes the window. Apply accepts any changes but leaves the window open so you can continue making additional changes. Cancel closes the window without accepting any changes.

34 DocuMate 510 Scanner User’s Guide

Selecting New Settings for a Button

Select a software application as the destination to send scanned documents.

Select a configuration for scanning.

Select a format for the scanned image.

Click these arrows to see the properties for the button whose settings you want to change.

For each of the One Touch buttons, you can select a new

Destination Application, Scan Configuration, and Document Format.

Scanning

To select new settings for a Scanner Button:

1. Click the button selection arrows to select the button you want to change.

Each button has its own settings. So, as you click the arrows to cycle through the buttons, the available settings on the window change to show them for each button.

2. From the Select Destination list, select the application where you want documents sent when scanning is finished.

See “Selecting Options for a Button” on page 50 to display a full list of the Destination Applications that you can use with the scanner.

NOTE: If you select a word processing program such as

Microsoft WordPad or Microsoft Word and a format that can be used for OCR (such as TEXT, RTF, or DOC), the text in scanned images is automatically converted to word processing text.

3. From the Select Configuration list, select a scan configuration.

To scan in color, select one of the configurations indicated by the small color icon, such as the Color Document configuration.

To create your own scan configurations see “Creating a New Scan Configuration” on page 53.

DocuMate 510 Scanner User’s Guide 35

Scanning

4. Select a Format and Page(s) option. The available options apply to the Destination Application you

select. For example, if you select Microsoft Word as the Destination Application, the available formats are for text, such as .txt and .rtf. However, if you select Microsoft Paint as the Destination Application, then the available formats are for graphics, such as .bmp, and .jpg.

NOTE: If a format is listed as n/a, that means the text format is

not available for that Destination Application.

5. Click OK to accept any changes and close the window. To accept changes but keep the window open to work with

other features, click Apply. Note that while the One Touch Properties window is open, you

cannot scan yet by clicking a button on the One Touch Panel. You must click OK or close the One Touch Properties window first.

When you are finished selecting new settings for a button and you click on that button, the document is scanned using the newly configured settings.

36 DocuMate 510 Scanner User’s Guide

Setting Destination Application Properties

Click a Destination Application.

Click the Properties button.

The different types of Destination Applications have various properties that you can select.

1. On the One Touch Properties window, click a Destination Application.

2. Click the Properties button.

Scanning

A One Touch 4.0 Link Properties dialog box opens for the type of Destination Application you selected, and the available options are for that type of application.

DocuMate 510 Scanner User’s Guide 37

Scanning

PaperPort Properties

These properties apply to PaperPort, and are for designating the folder to receive your scanned items.

1. Select the PaperPort folder where you want the file of the scanned image to be located.

2. Click OK.

3. Click OK or Apply on the One Touch Properties window. When PaperPort opens after you finish scanning, the

thumbnails of your scanned documents are on the Desktop in that folder.

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Scanning

Text Documents Properties

These properties apply to Microsoft Word, Microsoft Excel®, and the other applications indicated by their icons in the list. The properties apply to the Optical Character Recognition (OCR) settings for the applications.

1. Click in the OCR settings boxes for the options you want. The options will apply to all the applications in the group. Always send a file, even when no text was found—The

scanned file is sent to the OCR reader even if the image does not appear to contain text. This could occur if you scanned a photograph with a One Touch button set for text applications.

Show message if text recognition failed—A message will open on the screen if the OCR reader does not detect text in the image.

DocuMate 510 Scanner User’s Guide 39

Scanning

2. To add another application to the list, click the Add Application button.

The Add Text Based Link dialog box opens.

3. Click Browse to find the application you want to add to the list. When you select the application using the Browse button, steps

1 and 2 on the dialog box are automatically filled in, and the application icon appears in step 3.

4. Select the icon in Step 3 of the dialog box. Tha t is the icon that will appear in the One Touch Destination List.

5. In step 4 of the dialog box, select the file formats that the application will accept.

Refer to the documentation you received with the application to see which text formats the application accepts.

The options you select at step 4 determine the page format icons in the One Touch Properties window for that group of applications.

6. Click the Add button.

7. Click OK or Apply on the Link Properties window.

8. Click Refresh on the One Touch Properties window.

9. Click OK or Apply on the One Touch Properties window.

40 DocuMate 510 Scanner User’s Guide

Image Documents Properties

These properties apply to Microsoft Paint and other image processing applications.

Scanning

1. Click in the Color document handling settings boxes for the options you want.

The options will apply to all the applications in the group. Convert Bitmaps using Screen Resolution—Use this option

to ensure that an image will fit on the computer’s screen. When a computer screen is set to a lower resolution, bitmap images with a higher resolution may be too big to fit on the screen. Converting the bitmap image to match the screen resolution ensures that the image fits on the screen.

Convert Bitmaps to JPEG—JPEG files can be compressed to produce smaller file sizes and, therefore, shorter transmission times. Use this option to provide that compression capability to image files.

2. To add another application to the list, click the Add Application button.

See the steps on page 40 to add an application to the list.

3. Click OK.

4. Click Refresh on the One Touch Properties window.

5. Click OK or Apply on the One Touch Properties window.

DocuMate 510 Scanner User’s Guide 41

Scanning

Storage Properties

These properties apply to the Destination Application named Transfer to Storage. If a CD burner is attached to your computer, and your computer is running Windows XP or Windows Vista, you also use this dialog box to start the Burn to CD process. See the section “Scan and Burn to a CD” on page 65.

NOTE: The Burn to CD option is only available for Windows XP

or Windows Vista with a CD burner installed on your computer.

You can also set up multiple configurations to store scanned items in separate locations. See “The Storage Options Tab (Archive)” on page 59 and “Scanning to Multiple Archive Folders” on page 73.

NOTE: If you do not have a CD burner attached to your

computer, the CD options are not shown on the dialog box.

1. Click the Storage Layout options you want. All documents are in the root—The scanned documents are

saved in the root of the folder specified in the S tora ge Locatio n. Documents are put into folders by month, week, or type—

Folders are created based on your selection (month, week, or type) and the scanned documents are saved in those folders. New folders are created for each month and week so you can keep track of when you scanned the documents.

2. Click the Browse button to specify the location to store the scanned documents, or type a location directly into the box.

If you are scanning to a shared network drive, it must be a mapped drive. For more information about mapped drives, see your network administrator.

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Scanning

3. If you have a CD burner attached to your computer, the option Show message when ready to burn 5" CD (700MB), should also be selected so you will see a message when it’s time to click the Burn to CD button.

4. Click OK on the Link Properties window.

eMail Properties

These properties apply to email applications so you can specify the folder for documents that you will attach to an email message.

Microsoft Outlook blank email message as soon as scanning is finished, but other email applications may not. If you’re using one of those

applications, such as America Online which folder contains the scanned documents so you can manua lly attach them to your email messages.

will accept direct attachment of documents to a

(AOL), you need to know

1. Click the Browse button for Folder for storing attachments and choose a folder for your email attachments.

2. If you are using AOL on your computer, and the folder name for AOL is incorrect, click the Browse button and find the correct AOL folder.

For scanned images to be auto-attached to a blank email message, you must have the specific folder location AOL uses to find the attachments. Please contact AOL for more information about the folder location in which AOL stores attachments.

DocuMate 510 Scanner User’s Guide 43

Scanning

3. If you need to change your email client, or any other internet options, click the Internet Options button.

The Windows Internet Options Control Panel opens. Click the Programs tab and choose a new email client from the Email list. These are the standard Windows Internet options. Please see your Windows documentation for more information about Internet options. If you are using AOL, please see the AOL user manual for making changes to the Internet options applicable to AOL.

4. Select the options for color document handling. Convert Bitmaps using Screen Resolution—Use this option

Convert Bitmaps to JPEG—JPEG files can be compressed to produce smaller files sizes and, therefore, shorter transmission times. Use this option to provide that compression capability to image files.

5. Click OK.

6. Click OK or Apply on the One Touch Properties window.

44 DocuMate 510 Scanner User’s Guide

Selecting Document and Page Format Options

Image Formats. Text Formats.

The Document and Page Format options that you select determines the file format of the scanned document. Appropriate format options and file types are available for the type of Destination Application selected for the button.

The available options are for images and text.

The Text Formats are for text file types. The names of the formats indicate their file types. See “Text Formats” on page 46 for details.

Scanning

Image Formats

Select an image file format for photos, artwork or other documents that you want to save as images. BMP and TIFF are standard image file formats generally used if you want to do additional image processing, such as photo touch-up or color correction. Both of those file formats tend to be larger than the JPEG format.

Because JPEG image files can be reduced in size, the JPEG format is often used for images on web pages, or if file size might be a problem when electronically sending the files. JPEG files are reduced in size by lowering their image quality, and you can select the degree of quality for your scanned images from the JPEG file format icon.

The PDF format is often used to create images of text pages. You may want to select PDF as the format when scanning text pages that do not require OCR processing or other processing. The PDF format is also used to put multi-page documents on web sites as pdf-readable files. As with the JPEG option, the PDF format can be reduced in size or quality.

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The specific text format; this example is for Microsoft Word Rich Text Format.

To select a JPEG or PDF file size:

1. Select JPG or PDF as the page format.

2. Right-click on the JPG or PDF icon. A menu opens.

3. Choose the file size/image quality option for your scanned images.

Minimize Size—Smallest file size, lowest image quality. Normal—Medium file size, some loss of image quality. Maximize Quality—Largest file size, no loss of image quality.

Your selection pertains only to the button currently selected on the One Touch Properties window. Other buttons that have JPG or PDF selected as the page format are not affected, so you can set the JPEG or PDF file size/image quality independently for each button.

4. Click OK or Apply on the One Touch Properties window.

Text Formats

Selecting the text format option also selects OCR processing as an automatic step for scanning. Therefore, when you scan a document with the text format selected, the text portions of the document are automatically converted to editable text. See “Scanning with Optical Character Recognition (OCR)” on page 48.

Select a text format for documents with text or numbers, such as a business letter, report, or spreadsheet. The text format icon has several file formats available, depending on the Destination Application you select.

The specific file format is the file name extension on the text format icon.

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Example menu for the Text format when the selected application is Microsoft Outlook.

As you select Destination Applications that are text applications, the text format icon changes to match the file type of the application. In some cases, the Destination Application supports several file types, and you can right-click on the icon to choose the particular file type for that application.

To select a file type for the text format:

1. Select the Destination Application.

2. Right-click on the text format icon. The menu options depend on the type of Destination

Application you select.

3. Choose the file type that you want for the text format. Your selection of a file type pert ains only to the button curren tly

selected on the One Touch Properties window. Other buttons that have a text option selected as the page format are not affected, so you can set the text file type independently for each button.

Simple T ext —The .txt file format. Text with no formatting; used by the standard Microsoft Notepad application.

Rich Text Format—The .rtf file format. Text that retains formatting when converted. Available with Microsoft WordPad and Word.

Excel Spreadsheet—The .xls file format used by Microsoft Excel.

HTML Document—The .htm file format used to create web pages.

4. Click OK or Apply on the One Touch Properties window.

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Scanning with Optical Character Recognition (OCR)

Optical Character Recognition (OCR) converts text and numbers on a scanned page into editable text and numbers. You can then work with the text and numbers to edit, spellcheck, change font or type size, sort, calculate, and so forth.

NOTE: Xerox recommends that all OCR processing use the

original factory settings for OCR scanning that came with your scanner. Wh en scanning with other setting s, use at least 300 d pi for the resolution. If the original documents are of poor qualit y or have a small type font, 400 dpi can be used as the maximum resolution.

To scan with OCR:

1. Select a Destination Application that has one of the Text formats (TEXT, RTF, XLS, or HTML).

2. Scan the document. Your scanned pages appe ar in the Destination App lication with

their text ready for editing and other text processing.

NOTE: OCR scanning is also for spreadsheets so you can work

in Microsoft Excel (or other spreadsheet applications) with the figures and text from the original spreadsheets.

To select OCR settings:

1. Select the Destination Application.

2. Right-click on a text format icon.

3. Choose OCR options. A dialog box of OCR options opens.

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4. Select the option you want for the OCR conversion of your

Click the arrows to get to the button to rename, then select the name text.

Type a new name for the button.

documents. Auto orient page—Select this option to check the page

orientation and automatically rotate an improperly oriented page image so the text is recognizable by the OCR process.

Single column output—Select this option to produce a single column of text in the Destination Application, even if the original image had multiple columns of text.

5. Click OK. Note that the OCR options apply to all the Destination

Applications for which OCR applies. If you change them for one Destination Application, those changes apply to the others as well.

Renaming a One Touch Button

The One Touch buttons have names that identify their pre-set functions, such as OCR and PDF, but you can edit the names.

Scanning

To change the button names:

1. Open the One Touch Properties window.

2. Using the arrows, choose the button that you want to rename.

3. Select the name’s text and type a new name.

4. Click OK or Apply. The button is now renamed.

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Options tab.

Selecting Options for a Button

The One Touch Options determine the types of Destination Applications available for a button, as well as the location of the files of your scanned items.

To select options:

1. Open the One Touch Properties window and click the Options tab.

2. Click the Select Button menu arrow and select the button for new options. The example above shows the eMail button is selected.

3. Select button options as described below. Show All Destinations—This option selects all the Destination

Application categories. The list of Destination Applications available for the selected button will include all the applications on your computer that fall into these categories. The list also includes printers and other devices connected to your computer so, for example, you can scan an item and have it printed immediately.

Select Destinations—Select this option to individually choose the types of applications to include in the list of Destination Applications. Check the boxes for the type of application to include.

• Document Management includes PaperPort and other

applications for processing and keeping track of your scanned documents.

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• Image Editors include Microsoft Paint and other drawing

and graphics applications.

• Text Editors include Microsoft Word and WordPad,

Microsoft Excel, and other word processing and spreadsheet applications. Select this option if you want OCR processing to convert your scanned documents to text that you can edit.

• PDF applications are for documents scanned to the PDF

format.

• Email includes Microsoft Outlook and other email

applications. See “eMail Properties” on page 43 for details about attaching scanned documents to your email messages.

• Storage and CD-R/W is for either storing scanned

documents in a folder, or sending them to a CD burner to create a CD containing the scanned documents. See “Transferring Scanned Documents to Storage” on page 72 and “Scan and Burn to a CD” on page 65 for details.

• Fax and Print is for sending your scanned documents

directly to your printer or fax software for faxing.

• Sti event forwarding is for using another application’s

interface for scanning. The One Touch Event Forwarding dialog box opens so you can select which application to use to continue scanning. See “Scanning with Event Forwarding” on page 68 for details.

4. After selecting a new category for the Destination Applications, click the MultiFunction tab to see which applications are added to the list.

Show Progress Window—Select this option to display the progress window of the document(s) during scanning.

Create copies of scanned documents—Sometimes the image of a scanned document is only saved as a temporary file until its Destination Application is finished using it. In those cases you may want an additional, permanent copy saved on your hard drive.

For example, if you scan a picture to an email application, the scanned image is saved as a temporary file, then attached to the email, and the email is sent. Later, the temporary file of the scanned picture is deleted. The same situation may occur when you scan directly to a printer or scan to a fax application. After a scanned item is printed or faxed, its temporary file is deleted. However , by selecting this Create copies of scanned documents option, you can choose to save permanent copies of the scanned items on your hard drive.

The copies will be saved in the folder specified in the Folder Copy Options section (see the figure and description below).

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This option is not available if either Document Management or Storage and CD-R/W are selected because, by default, file

copies for those types of Destination Applications are already automatically saved in the folder for copies.

For that reason, this option is not available for the default settings of One Touch Buttons 1 and 2. Those buttons have PaperPort as their Destination Applications, and PaperPort is a Document Management application.

Likewise, the option is not available for the default setting of Button 7 (Archive), because it is set as T ransfer to Storage with the Destination Application type set as Storage and CD-R/W.

Folder Copy Options—This section of the dialog box sets the location for copies of your scanned documents and how you want to group them.

Click the Browse button and find the folder for the copies. Select the grouping option for the documents. The Group by button option groups the documents under the name of the One Touch button. Group by type arranges the scanned documents by the type of file, such as .doc or .jpg. If you also want to group them by date you can choose the week and month options.

The following example shows the folders when the selections are Group items by type and Group items by month.

5. Click OK to save the options for the selected button.

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Creating a New Scan Configuration

The Scan Configurations.

Click New to create a new Scan Configuration.

The Lock Icon.

The scan configurations are where you select the scanning resolution, brightness, mode (color, black&white, or grayscale), and a number of other settings.

Scanning

Note the lock icon on the preset configurations. Although you can unlock and edit the preset configurations, we recommend that you leave them locked, and only add new configurations. That way, you will always have the original factory-set configurations available.

To create a new configuration:

1. Open the One Touch Properties window and make sure the MultiFunction tab is selected.

2. Scroll through the applications in the Select Destination list and click the application you want for the new scan configuration.

3. Click the New button. If you want to start from the settings of another configuration,

select the configuration, then click the Copy button.

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If the configuration is locked, click the lock to unlock it. The icon becomes a key as shown here.

Type a new name for the configuration.

Select the scan mode and drag the slider to set the resolution.

Drag the sliders to set the Brightness and Contrast.

The Scan Configuration Properties dialog box opens. If the Scan Settings tab is not selected, click it.

4. On the Scan Configuration Properties dialog box, type a name.

NOTE: If you select a printer or other device in the Select

Destinations list, the dialog box may have an additional Device Settings tab for setting specific options for the particular device.

5. Select scan settings for the new scan configuration. Mode—Select a scanning mode:

• Black&White to scan in black and white. For example,

letters and memos are usually scanned in black and white. This scan mode produces the smallest file size.

• GrayScale to scan items such as documents containing

drawings or black and white photographs. This mode produces an image of up to 256 shades of gray.

• Color to scan color photographs and other color items.

Color scans have the largest file size.

Resolution—Drag the slider to the right or left to adjust the dots per inch (dpi) of the resolution. The maximum resolution is 600 dpi; the minimum is 50 dpi. The higher the dpi setting, the sharper and clearer the scanned image. However, higher dpi settings take longer to scan and produce larger files for the scanned images.

Brightness and Contrast—Sometimes an item is scanned with the brightness and contrast set too light or too dark. For example, a note written with a light pencil may need to be scanned darker to improve legibility.

Brightness refers to the lightness or darkness of the image. Contrast is the range between the darkest and lightest portions of the image. The greater the contrast, the more difference between the lighter and darker shades in the image.

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Click to toggle between inches and millimeters.

Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image. The Contrast setting does not apply to the Black&White mode.

6. If you want to lock the configuration, click the Key icon to change it from a Key to a Lock.

7. Click the Page Settings tab to select page settings.

Size—Click Standard, click the menu arrow and choose a page size from the list, or click Custom and enter the horizonta l and vertical page dimensions in the boxes. The maximum size is 8.5" x 14". The units of measurement can be inches or millimeters. Click the name of the units, inches or millimeters, to toggle between them.

Improvements and Settings—Only the options that apply to the selected Destination Application are available.

• AutoCrop to Original—Select this option to let the

scanner automatically determine the size of the item being scanned. For example, if you scan a 5”x 7” photo, the scanner will determine the size of the photo.

When using the AutoCrop to Original option for a single page on the Flatbed Glass, make sure to align the top left corner of the item with the arrows at the top left corner of the Flatbed Glass.

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Original Image. Inverted Image.

When using the AutoCrop to Original option with the Automatic Document Feeder, make sure to adjust the paper guides on the scanner so the page is not skewed when it feeds into the scanner . Skewed pages may not crop properly.

• Reduce Moire Patterns—Moire patterns are wavy, rippled

lines that sometimes appear on the scanned images of photographs or illustrations, particularly newspaper and magazine illustrations. Selecting Reduce Moire Patterns will limit or eliminate moire patterns in the scanned image. This option is only available for the GrayScale or Color Mode at 300dpi or less.

• Straighten Image—Select this option to let the scanner

automatically determine if a page is skewed, then straighten its image. The scanner detects page edges and can sense when the page is fed through at an angle. However, if the page is fed through at too great an angle, the image may not straighten correctly. In that case, rescan the page using the paper guides to feed the paper in straight.

• Invert Image—Only available for Black&White Mode, this

option reverses the black and whites of an image.

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• Color Filter—Color filter is the ability of your scanner to

The original with a red watermark over black text.

The scanned item with the red filtered out.

automatically remove a color from a scanned item. For example, if you are scanning a letter with a red watermark, you can choose to filter out the red so the scanned letter just shows the text and not the red watermark. Color filter applies to Black&White or GrayScale Mode.

8. Click the Advanced Settings tab. The options of the Advanced Settings tab are for the Color or

GrayScale scanning mode. Saturation is the strength or purity of a color, hue is the color

your eyes see as reflected from the image, and gamma controls the brightness of the midtones of the color.

Scanning

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9. Drag the sliders to the left and right to change the color settings. As you do, the image changes to show the effects of the new settings.

10. Click OK to save the new configuration. It will now appear in the list of Scan Configurations on the One

Touch Properties window for the appropriate Destination Applications.

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The Device Settings Tab

A Device Settings tab appears on the Scan Configurations dialog box when your selected Destination Application sends the scanned image to a printer, fax application, or other device. You use the options on the Device Settings tab to select settings for the device.

1. Click on the Device Settings tab.

Fit to page, reduce image if necessary—If the scanned image is too big to be printed or faxed on a single page, the image will automatically be reduced to fit the page.

Actual size, crop image if necessary—If the scanned image is too big to be printed or faxed on a single p age, th e image will automatically be cropped around its edges to fit on the page.

Center image on page—The image will be printed in the center of the page instead of at the top right corner.

Maintain aspect ratio—The aspect ratio is the length-to-width relationship of the image’s dimensions. Select this option so the image’s relative proportions remain constant.

AutoRotate image for best fit—If the image is a Landscape format and the device is printing in the Portrait mode, or vice versa, rotate the image to fit on the page.

Collate copies—If you’re printing more than one page, collate the copies. Enter the number of copies in the Copies box.

Advanced—Click to see additional settings for the device. The dialog box that opens is specific to the device. For example, if the device is your printer, the dialog box is your printer’s setup settings.

2. Click OK or Apply.

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The Storage Options Tab (Archive)

A Storage Options tab is on the Scan Configurations dialog box when the Destination Application is Transfer to Storage. You use the options on this tab to select where to save your scanned items for storage when scanning with that particular Scan Configuration.

NOTE: The selections on the Storage Options tab override the

Storage Properties options. This means that you can create separate Scan Configurations to store scanned items at various locations. See “Storage Properties” on page 42 and “Transferring Scanned Documents to Storage” on page 72 for more details.

1. Click on the Storage Options tab.

Scanning

2. Click the Storage Layout options you want. All documents are in the root—The scanned documents are

saved in the root of the folder specified in the S tora ge Locatio n. Documents are put into folders by month, week, or type—

By default, the location of the archived documents is at

C:\Documents and Settings\<your user name>\My Documents\My One Touch Archive and in a folder based on

your selection for the Storage Layout. For example, if the file type is TIFF, and you select Documents are put into folders by type, the default location of scanned archive documents is at C:\Documents and Settings\<your user name>\My Documents\My One Touch Archive\TIFF Documents.

3. If you want to store your archive documents in some other location, click the Browse button to specify the new location.

4. Click OK or Apply.

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Select the scan configuration to edit or delete. It must be unlocked, as indicated by not having a lock displayed here.

Editing or Deleting Scan Configurations

Editing and deleting is normally for the configurations you create, not for your scanner’s pre-set configurations.

NOTE: Your scanner comes with a number of configurations

pre-set at the factory. To ensure that your scanner will always have a set of correct scan configurations, do not delete the preset configurations. We also recommend that you keep those configurations locked so they are not inadvertan tly deleted. That way , you will always have the factory-settings available. If you d o delete or edit them, and want to get the factory pre-sets back again, you will need to uninstall then re-install your scanner.

To edit or delete a scan configuration:

1. Open the One Touch Properties window.

2. Select the scan configuration you want to edit or delete.

3. To delete the configuration, click the Delete button.

NOTE: If the Delete button is not available, the selected

configuration is locked and cannot be deleted. You must first click the Edit button and unlock the configuration, as explained in the next steps.

4. To edit the configuration, click the Edit button. The Scan Configuration Properties dialog box opens for that

configuration. You can make changes to a configuration, but for the changes

to be saved, the configuration must first be unlocked.

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Click the Key/Lock icon to toggle between locked and unlocked.

Click the lock icon to unlock the configuration. Clicking it toggles between locking and unlocking the configuration. The key icon indicates the configuration is unlocked.

5. Edit the settings and click OK.

6. Click OK on the One Touch Properties window to close it.

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Select Configure Before Scan.

Right-click on Configure Before Scan to get the menu, and choose the interface to use for scanning.

Click the arrows to select the button.

Configuring Before Scanning

Choosing Configure Before Scan simply opens a scanning interface when you click a button. You can then use the interface to change the Resolution, Scan Mode, and other settings. When you scan, the scanned image will still be sent as the file type and to the same Destination Application already selected in the One Touch Properties window for that button.

To configure before scanning:

1. Open the One Touch Properties window.

2. Select the scan configuration Configure Before Scan.

3. Right-click on Configure Before Scan and choose an interface to use for configuring before scanning.

TWAIN—The TWAIN Interface opens for you to make changes prior to scanning. See “Scanning with the TWAIN Interface from PaperPort” on page 81.

WIA—The Windows Image Acquisition Interface (WIA) opens for you to make changes prior to scanning (available on Windows XP or Windows Vista only). See “Scanning with the WIA Interface” on page 106.

4. Click OK or Apply on the One Touch Properties window.

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To Scan Using Configure Before Scan

1. Put the documents in the scanner’s ADF tray or on the flatbed glass.

2. Click on the button you set to use the Configure Before Scan option.

In the example shown on the previous page, the scanning option 9 has been set to use Configure Before Scan.

3. The Basic TWAIN interface will open.

Scanning

4. Choose the Scan Type in the upper-left corner of the screen. Auto Document Feeder—choose this option to scan a stack

of pages in the ADF. Scan Reflective Using—choose this option to scan a single

page on the flatbed.

5. Choose the Picture T ype of Black & White, Grayscale or Color.

6. Click on the Scan button in the TWAIN interface.

7. Your documents will be scanned and sent to the Destination Application specified in the One Touch 4.0 Properties.

In the example shown on the previous page, the Destination Application is Microsoft Paint.

Please see “Scanning with the TWAIN Interface from PaperPort” on page 81 for instructions on using the scanning features found in the Basic TWAIN and Advanced TWAIN interfaces.

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Canceling a Configure Before Scan

To cancel a scan after scanning has begun:

1. Click on the Cancel button in the scanning progress window.

2. The following window will open asking you if you want to cancel the entire job.

• Yes—scanning stops and all pages scanned in this batch,

up to this point, will be deleted. The TWAIN interface will close and you can restart your scan from the beginning.

Choose Yes if the TWAIN scan settings are incorrect for your current scanning batch.

For instance, the Picture Type is Black & White but you want to scan your documents in color , choose Yes to delete any scanned pages, then select the correct Picture Type and restart the scanning.

• No—scanning stops, but all pages scanned in this batch,

up to this point, are not deleted and the TWAIN interface remains open. You can place a new page on the flatbed glass or in the ADF, adjust the TWAIN settings for the new page, then click on the Scan button in the TWAIN interface to continue scanning. At the end of the scanning batch, all pages from the first portion of the scan and second will be sent to the Destination Application.

Choose this option if, for instance, you have been scanning a black & white document but you want to insert a color page into the document. Instead of having to re-scan the entire stack, you can stop the current scan, change the Picture Type from Black & White to Color, then restart the scanning without losing the pages already scanned.

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Scan and Burn to a CD

If you have a CD burner attached to your computer, you can scan directly from your scanner onto a CD. This feature is available only on computers running Windows XP or Windows Vista.

To scan and burn to a CD:

1. Put a blank CD into your computer’s CD Drive.

2. Open the One Touch Properties window.

3. Using the arrows, choose a button to use for scanning and burning to a CD.

4. Select Burn to CD as the Destination Application.

Scanning

The Burn to CD Destination Application is only available if you have a CD burner attached to your computer, but you do not need to have a CD in the burner to select the destination.

5. Choose a Page Format and a Scan Configuration.

6. Click OK. The One Touch Properties window closes.

7. Now start scanning using the button you selected to use to scan and burn to CD.

When scanning is finished, a bubble message on the screen tells you that files are waiting to be burned to the CD.

8. Open the One Touch window and make sure that the Burn to

CD Destination Application is still selected and click the Properties button.

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The One Touch 4.0 Link Properties window opens.

9. Make sure a CD is in the CD burner.

10. Click the Burn to CD button. The CD burner begins and your scanned documents are

written to the CD.

NOTE: Until you click Burn to CD these files are stored in your

computer at C:\Documents and Settings\<your user name>\Local Settings\Application Data\Microsoft\CD Burning. This is where Windows XP and Windows Vista store

all files waiting to be burned to a CD by the automatic CD writing wizard. If other files are also waiting in this location, they will get written with the One Touch files on the CD.

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NOTE: When scanning items to burn to a CD, you should

always use one of the factory-set default configurations, or a custom configuration specifically set up for CD burning. The default configurations are already set up to send the scanned images to the proper storage location where the Windows XP and Windows Vista CD writing wizard can find the files to bu rn to the CD. Likewise, when you create a custom configuration for CD burning, the One Touch software will automatically make sure the storage location is correct.

To create a custom configuration for CD burning, select Burn to CD as the Destination Application, then click the New button and create the new configuration. You won’t need to select a storage location because it will be correctly preset for you by the One Touch software.

Note however, that if you have created other custom configurations with different storage locations (for example, see “Scanning to Multiple Archive Folders” on page 73), do not use them for the Burn to CD Destination Application. Otherwise, the Windows XP and Windows Vista CD writing wizard will not be able to find the images to burn onto the CD.

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Scanning with Event Forwarding

If you want to specify an application to use for scanning at the start of the process, you can use event forwarding. The scanner will feed in the first page, but will then stop until you select the application to use. After you select the application, its interface will open and you can use it to continue with the scanning.

To scan with event forwarding:

1. Open the One Touch Properties window.

2. Using the arrows, choose a button to use for the event forwarding.

If the button does not have Still Image Client as a Destination Application, click the Options tab, select Sti event forwarding, then click Apply.

3. Select Still Image Client as the Destination Application. Note that you cannot choose a page format for this option

because the actual Destination Application is not selected until after the scanner feeds in the first page of your document.

4. Choose a Scan Configuration.

5. Click OK. The One Touch Properties window closes.

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6. Start scanning using the button you selected for event forwarding.

A dialog box opens for you to select the application to use for scanning.

7. Select the application in the box and click OK.

Scanning

Now the application you selected opens and you can continue the scanning from that application’s TWAIN interface.

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Scanning

Choose HTML.

Creating an HTML Web Page from Your Scanned Documents

If you scan a document, whether a single page or multiple pages, you can have the pages converted directly to HTML formatted pages for posting directly to your web site. Those pages are then viewable by visitors to your web site without the need for any internet plug-ins or other special processing. This is, essentially, from your scanner to a web-ready format in one automatic step.

To scan and create an HTML web page:

1. Open the One Touch Properties window.

2. Using the arrows, choose a button that has Microsoft Explorer as one of its Destination Applications, such as Button 8 (Custom).

If the button does not have Microsoft Explorer as a Destination Application, click the Options tab, select Text editing applications (i.e. Word), then click Apply.

3. Select Microsoft Explorer as the Destination Application.

4. Choose HTML as the Format.

5. Choose a Scan Configuration that has the settings for the image on the HTML page.

For example, if you want the image to be in color on the HTML page, choose a color configuration.

6. Click OK. The One Touch Properties window closes.

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Scanning

7. Now on the One Touch Button Panel, click Button 8 (Custom) (or if you used another button, click it).

When scanning is finished, the document is first converted to editable text using the OCR process, then is converted into an HTML format. Microsoft Internet Explorer then opens showing your converted page.

NOTE: Depending on the complexity of the document, its

conversion to the HTML format may take a few moments.

8. Choose Save As from the Internet Explorer File menu, give the page a name, and save it in the location you use for your web page files.

You may also want to write down the address shown in the Address bar to make sure you’ll know where to find your new HTML page later on.

9. You can now use Microsoft Internet Explorer or other application to post the document to your web page as you would any other HTML page.

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Click the arrows until Button 7 is on the panel, then click it.

Your scanned documents will be stored at the location you specified on the One Touch 4.0 Link Properties window.

Transferring Scanned Documents to S torage

With the Transfer to Storage scanning process, you can scan documents and save them in a folder in one step. The process is ideal for archiving documents without having to manually save or process them in any other way. If you choose a text format for the file format, the documents are also automatically converted by the OCR process into editable text and numbers before being stored.

NOTE: One Touch Button 7 is preset as your Archive button.

But you can also set up any other button to scan to Archive the text.

1. Load the documents you want to store into the scanner.

2. On the One Touch Panel, click the arrows to see Button 7, then click Button 7.

3. The documents are scanned and stored in a folder. They do not appear in a Destination Application first.

Your scanned pages are stored in the location that you specified on the One Touch 4.0 Link Properties window.

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NOTE: The Storage Location shown in the example above is

the default place where your scanned documents are stored if you haven’t created any new scanning configurations or selected a new storage location. If you create a new scan configuration that has its own storage location and you use that configuration to scan, your scanned documents will be stored at the new location instead of the default. The next section, “Scanning to Multiple Archive Folders,” shows examples of setting up new storage locations.

Scanning to Multiple Archive Folders

When archiving documents with the Transfer to Storage option, you can scan them to multiple archive folders. For example, one folder might be for “Business Receipts,” a second folder might be for “Personal Receipts,” and a third folder might be for “Annual Receipts.”

To scan to multiple folders, you create multiple scan configurations with Transfer to Storage as the Destination Application. Scan one set of documents using the scan configuration with the appropriate storage location for that set. Then switch to another scan configuration and scan the next set of documents to store them in their folder.

Scanning

Setting up multiple folders for transfer to storage:

1. Using Microsoft Windows, create the folders that you want to use for storing scanned items. Note that you can also create the folders later while creating the new scan configurations.

2. Open the One Touch Panel. Using the arrows, scroll to Button 7 (Archive) or any other button you want to use to transfer scanned documents to storage.

3. Right click on the button to open the One Touch Properties window.

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Scanning

Select Transfer to Storage.

Click the New button.

4. Select Transfer to Storage as the Destination Application.

5. Click the New button. The Scan Configuration Properties dialog box opens.

6. To help you remember which folder it is, give the new configuration a name that indicates the folder name, such as “Storage for Business Receipts.”

7. Click the Scan Settings, Page Settings, and Advanced Settings tabs, and select the settings you want.

8. Click the Storage Options tab. This is where you set the different folder locations for the new configurations.

9. Click the Browse button.

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Scanning

10. Select the folder you created for storing the scanned documents.

If you haven’t created the folder yet, you can click the Make New Folder button and type the name for the new folder.

11. Click OK. The selected folder will now be set as the Storage Location, such as “Business Receipts.”

12. Click Apply. The new configuration is now listed as a Transfer to Storage configuration.

13. Repeat the process to create additional new configurations, such as one named “Storage for Personal Receipts.”

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Scanning

The new configurations apply to the Transfer to Storage Destination Application.

14. Make sure to designate separate folders as the Storage Locations for the new configurations.

You will now have multiple configurations set up for the Transfer to Storage destination, and each configuration scans documents to separate folders.

Scan to multiple storage folders:

1. Load the documents into the scanner that you want to scan to multiple storage folders.

2. Open the One Touch Properties window.

3. Click the arrows to get to the button you’ve set up for archiving documents. In the example above it’s Button 7.

4. Select one of the configurations you created for storage.

5. Click OK. The One Touch Properties window closes.

6. Now click the button on the One Touch Button Panel. The documents are scanned to the folder specified for the

configuration.

7. When scanning is finished, put the next set of documents into the scanner.

8. Open the One Touch Properties window again and select the other configuration you created for storage.

9. Click OK. The One Touch Properties window closes.

10. Now click the button again on the One Touch Button Panel.

When scanning is finished, the documents are stored in the two separate folders.

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To Transfer Documents to a Server or Mapped Drive

Select a mapped drive or server as indicated by the icon.

When selecting the storage location for scanned documents, you can select a local folder, or a folder on a server or mapped drive.You select a mapped drive using the Browse button.

1. See “Scanning to Multiple Archive Folders” on page 73 or “Transferring Scanned Documents to Storage” on page 72 for the steps to select the Transfer to Storage options.

2. On the One Touch 4.0 Link Properties window, or the Scan Configuration Properties window, click the Browse button.

Scanning

The Browse For Folder window opens.

3. Select a storage location on the mapped drive or server for the scanned documents.

Servers and mapped drives are represented by an icon that indicates its network connection.

4. Click OK. Now when you scan using Transfer to Storage as the

Destination Application, the documents are stored on the server or mapped drive.

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Scanning

To Use OCR Before Transferring to Storage

If the documents you want to transfer to storage are text documents or spreadsheets, you can have them converted by the OCR process prior to being stored.

1. Open the One Touch Properties window.

2. Using the arrows, choose Button 7 (Archive), or any other button if it is set up with Transfer to Storage as one of its Destination Applications.

3. Choose a text format as the file format.

4. Choose a Scan Configuration.

5. Click OK. The One Touch Properties window closes.

6. Now start scanning using Button 7 (Archive) (or other button you set up for archiving).

When scanning is finished, the documents are saved in the text file format and in the location you specified.

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Checking the Hardware and Setting the Lamp Power Saving

The Hardware icon.

1. Right-click on the One Touch icon and choose Show Hardware from the pop-up menu.

You can also click the scanner icon at the top of the One Touch Button Panel.

Scanning

If the Hardware View of the panel is open you can also rightclick on the DM 510 icon.

The Hardware Properties dialog box opens and shows information about your Xerox DocuMate 510 scanner.

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Scanning

2. Click the Properties button.

Your scanner has a built-in power saving feature that is set to power down after 15 minutes of idle time. You can change the time before the scanner powers down, from 1 minute to a maximum of 10 hours.

3. Click the arrows for the Lamp timeout setting and choose a time setting.

To turn the lamp on and off manually without turning off power to the scanner, click the Lamp On or Lamp Off buttons.

To return the scanner to its factory settings, click Reset Device.

4. Click OK to save the changes and close the dialog box.

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Scanning with the TWAIN Interface from PaperPort

Instead of using the One Touch Button Panel to scan, you can scan from the TWAIN interface. The PaperPort application you receive d with your scanner uses the TWAIN interface for scanning. This scanning method is particularly helpful when you’re using PaperPort to file and save scanned items, or to adjust scanning settings prior to scanning.

A Note About Your Scanner and the TWAIN standard: TWAIN is a widely recognized procedure that software applications use to receive images from scanners, digital cameras, and other digital devices. This guide shows how to scan with the TWAIN interface from PaperPort. But you can also open the same TWAIN interface from many other graphics and imaging applications and scan from them as well. Because the TWAIN interface is the same re gardless of the software you use to open it, you can still u se the inst ructions in this User’s Guide for scanning with your Xerox DocuMate 510 scanner. To access the TWAIN interface from other software, please refer to their user’s guides, then return to this User’s Guide for the steps to scan.

NOTE: If the One Touch configuration you’re using to scan is

set to Configure Before Scan, and the selected option is TWAIN, the TWAIN interface opens right away without opening

PaperPort first. See the section “Configuring Before Scanning” on page 62 for details.

Getting Help with the PaperPort Software

The PaperPort software includes a complete set of help topics that answer questions about each feature of the software. To open the Help Topics window, press the F1 key or choose PaperPort Help from the Help menu.

You can also refer to the PaperPort Getting Started Guide and

PaperPort User’s Guide on the Installation CD.

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Scanning with the TWAIN Interface from PaperPort

Scan or Get Photo icon.

Folders Pane.

Accessing the TWAIN Interface from PaperPort

The instructions in this section are for accessing the TWAIN interface from the PaperPort application.

To access the TWAIN interface from PaperPort:

1. On the Windows taskbar, click Start, point to Programs, point to PaperPort, then click PaperPort.

The PaperPort desktop opens.

2. Click the Scan or Get Photo icon on the PaperPort command bar to switch to the Desktop’s Scan Pane.

NOTE: The first time you open PaperPort, no scanner will be

listed in the Scan Pane. You must select the scanner to use. Later on, however, you can skip that step unless you want to use another scanner.

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Scanning with the TWAIN Interface from PaperPort

Scan pane.

If this Scan button is not active when you select a scanner, see the section on page 100 to set up PaperPort to work with your scanner.

Click Select to see the available scanners.

The Folders pane is replaced by the Scan pane.

3. If no scanner is shown on the Scan Pane, the Available Scanners window opens. If a scanner already listed in the Scan Pane, but you want to choose another one, click Select to open the window.

4. Select TWAIN: Xerox DocuMate 510. The WIA: Xerox DocuMate 510 option is for using the WIA

interface.

5. Click OK. A Confirm Selection message box opens.

6. Click OK on the message box.

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Scanning with the TWAIN Interface from PaperPort

NOTE: Please wait a few moments for your selection to

become active. This delay only occurs the first time you select a scanner while PaperPort initializes it. Later on, the scanner initializes immediately when you select it.

NOTE: If the Scan button at the bottom of panel is not available

when you make a selection, then PaperPort needs to be set up to work with your scanner. See the section, “Setting Up PaperPort to Work with Your Scanner” on page 100.

7. Make sure the option Display scanner dialog box is selected. If this option is not selected, the TWAIN interface will not open

when you click the Scan button. Instead, the items are scanned with the basic PaperPort settings. Documents are scanned in Black and White in the .pdf file format, and Photographs are scanned in Color in the .jpg file format.

8. Click the Scan button on the Scan pane.

The TWAIN interface opens You’re ready to start scanning.

NOTE: The interface that opens—Basic or Advanced—is the

one you were using the last time you opened the TWAIN interface.

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The Two TWAIN Interface Options

The Basic Interface has the settings for scanning typical documents.

The Advanced Interface has all the scan settings of the Basic Interface, plus a range of additional settings for more advanced image adjustment.

When scanning with TWAIN, you have two interface options:

• Basic Interface—Use the Basic Interface if you don’t need to make many adjustments to the image before scanning. You can adjust brightness, contrast, resolution, page size, and picture type. You can also choose to scan from the ADF or Flatbed. See “Scanning from the TWAIN Basic Interface” on page 86.

• Advanced Interface—The Advanced Interface includes all the settings of the Basic Interface, plus a wide range of more advanced settings, such as color saturation, gamma, and hue. See “Scanning from the TWAIN Advanced Interface” on page 88.

Scanning with the TWAIN Interface from PaperPort

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To switch between the Basic and Advanced Interfaces, click the Basic Interface or Advanced Interface button.

Scanning with the TWAIN Interface from PaperPort

Click the Advanced Interface button if you would rather scan with the Advanced Interface.

Scanning from the TWAIN Basic Interface

The Basic Interface can scan a preview of the image so you can adjust its appearance before scanning the final image. After adjusting the appearance, you click the Scan button on the Basic Interface to scan.

To scan from the Basic Interface:

1. From the Scan Type menu, choose the option to scan:

• Scan Reflective Using—Scans the document on the

Flatbed.

• Auto Document Feeder-Simplex—Scans documents

from the Automatic Document Feeder.

2. Choose the color, grey scale, or black and white option from the Picture Type menu.

NOTE: If you want to preview the document before scanning

from the ADF, make sure only one page is loaded into the scanner.

3. Choose a resolution from the Resolution menu.

4. Choose a page size from the Page Size menu.

5. Click the Preview button. The scanner scans the item and displays a preview image. You can now use the options on the Basic Interface to adjust

the image.

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Scanning with the TWAIN Interface from PaperPort

NOTE: If you want to preview a stack of pages, use one of the

pages as a test page and load it into the scanner. Click the Preview button and adjust the scanner settings. Then replace the page on the stack at its original position and load the stack into the scanner. Then just click the Scan button.

6. Adjust the Brightness, Contrast, and Resolution until the picture is what you want. You can also change the picture type again, for example, from color to grey scale.

7. When you are satisfied with the preview image, remember to place the document into the ADF again if you’re scanning a stack of pages. Click Scan.

8. When you’re finished scanning items, click Done to close the Basic Interface.

9. The scanned images will appear in PaperPort, or the other TWAIN application you’re using.

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Scanning with the TWAIN Interface from PaperPort

Choose from this menu to scan from the Auto Document Feeder - Simplex or Reflective (from the Flatbed).

Click an icon to select a configuration—Color, Grey Scale, or Black&White. Clicking the “+” sign in front of Custom shows Custom’s scan settings.

Click a setting in the list to change it. The setting’s options appear on the right side of the Advanced Interface where you can make changes if necessary.

Click Preview to view the image in the window.

Check the Scan Info to make sure your computer has sufficient space for the image. Warning icons on this box appear if your computer does not have enough space for the scanned image’s file.

If you don’t need all the features of the Advanced Interface, click Basic Interface to return to it.

Click Done to close the Advanced Interface.

When you are satisfied with the scan settings, click Scan.

Scanning from the TW AIN Advanced Interface

The Advanced Interface has a wide range of image adjustments for scanning.

1. Open the TWAIN Interface from PaperPort or other application that uses the TWAIN interface.

2. If the Basic Interface opens, click the Advanced Interface button.

The Advanced Interface opens.

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3. From the Scan Type menu, choose the option to scan:

• Scan Reflective Using—Scans the document on the

Flatbed.

• Auto Document Feeder-Simplex—Scans documents

from the Automatic Document Feeder.

Scanning with the TWAIN Interface from PaperPort

4. Click one of the icons to select a configuration. For example, select Color Configurations and then select

Custom to scan a color item with the preset Custom scan settings.

The configuration settings appear as a list. Click the + (plus) sign to see the full list. Click the - (minus) sign to collapse the list.

• Color scans the image in full color. Use this setting to scan

color photographs and other color images. The file size is the largest of the image type options.

• Grey Scale scans the image using up to 256 true shades of

grey. Use this setting to scan black and white photographs and other higher quality black and white images. You can also scan a color photo with this setting to turn its colors into grey shades. The file size is about one third the size of a color scan.

• Black&White is for letters, memos, pen and ink drawings,

and other black and white material. This setting produces the smallest file size for scanned items.

5. Click the Preview button to preview the image before scanning.

6. Review the image to determine if adjustments are needed.

7. To adjust a setting, click the setting in the list on the left below the selected configuration.

A panel opens on the right side of the Advanced Interface for the selected setting. Select new options on that panel. See “Adjusting the Image with the Advanced Interface” on page 90 for details about changing scan settings.

8. (optional) To preview the image again, put the document back into the Automatic Document Feeder if you’re scanning from it, and click the Preview button again. Readjust the settings if necessary.

9. When you’re satisfied with the image, load all the documents into the ADF Input Tray and click the Scan button.

A scan progress window opens. To Cancel scanning while it is in progress, click the Cancel button on the progress window.

10. When you’re finished scanning items, click Done to close the Advanced Interface.

11. The scanned images will appear in PaperPort, or other TWAIN application you’re using.

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Scanning with the TWAIN Interface from PaperPort

Resolution

Brightness/Contrast Color (Gamma, Saturation,

and Hue) Scan Size

Adjusting the Image with the Advanced Interface

You can adjust the scan settings on the Advanced Interface to produce the best possible image for the documents you’re scanning.

To adjust a setting:

1. On the left side of the Advanced Interface, select a configuration, for example, Color Configurations.

2. Click a setting in the list of settings, or click its corresponding button on the right side of the Advanced Interface.

NOTE: The list of scan settings for a configuration applies only

to that type of configuration. For example, the Black&White Configuration does not have a setting for adjusting the Color Hue.

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Scanning with the TWAIN Interface from PaperPort

Click to close the settings panel

The following figure shows an example of the Advanced Interface if you click the Scan Size setting in the list, or click the

Scan Size button.

NOTE: The information in the scan settings list and the options

you select on the various settings panels are interactive. As you change the settings on the panel, the numbers in the list on the left also change.

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Scanning with the TWAIN Interface from PaperPort

Adjusting the Resolution

Resolution determines the amount of detail you can see in the scanned image. The resolution setting for a scan is in dot s-per-inch (dpi). The higher the resolution, the finer the details. However, higher dpi settings also take longer to scan and produce larger file sizes. Usually the higher resolution settings are used for precision work, such as photographs or fine artwork.

The following figure shows the resolution options.

NOTE: The location of various buttons on the panels may be

slightly different on your Advanced Interface window. The appearance of the window depends on your computer monitor’s screen resolution.

To adjust the resolution:

1. To use one of the preset resolutions for typical scanned items, click one of the options in the list.

For example, to set the resolution for scanning a business card, select Business Card. That setting is preset to read small print on a typical business card.

2. To set the resolution manually, drag the Resolution slider to the left to decrease the resolution or to the right to increase it.

You can also type a number directly into the resolution setting box, or click the up and down arrows to increase or decrease the setting. The resolution settings on your Xerox DocuMate 510 scanner range from 50 dpi to 600 dpi.

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Scanning with the TWAIN Interface from PaperPort

3. Click Reset to return the resolution to its original setting.

The resolution panel also includes an advanced setting for Moire patterns. Moire patterns are wavy, rippled lines that sometimes appear on the scanned images of photographs or illustrations, particularly newspaper and magazine illustrations. To scan the image and limit or eliminate moire patterns, select the Reduce

Moire option. This option is only available from 50 to 300 dpi.

Adjusting the Brightness and Contrast

Sometimes an item is scanned with the brightness and contrast set to be too light or too dark. For example, a note written with a light pencil may need to be scanned darker to improve legibility.

The following figure shows the brightness and contrast options. Contrast is only available for Color and Grey Scale configurations.

To adjust the brightness and contrast:

1. Drag the Brightness slider to the left to make the item darker or to the right to make the item lighter.

2. Drag the Contrast slider to the left to decrease the contrast or to the right to increase the contrast.

You can also type a number directly into the brightness or contrast setting boxes, or click the up and down arrows next to the box to increase or decrease the setting.

3. Click Reset to return the settings to their original numbers.

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Scanning with the TWAIN Interface from PaperPort

Adjusting Gamma, Saturation, and Color Hue

If you’re using the Color Configuration to scan, you can adjust a group of color settings. Gamma controls the brightness of the color midtones. Saturation is the strength or purity of a color and hue is the color your eyes see as reflected from the image.

The following figure shows the color options.

To adjust the color settings:

1. Drag the Gamma, Saturation, and Color Hue sliders to the left to decrease the settings or to the right to increase the settings.

You can also type a number directly into the setting boxes, or click the up and down arrows next to the boxes.

2. Click Reset to return the settings to their original numbers.

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Adjusting Input Size

You can scan documents up to 8.5" x 14" with the Automatic Document Feeder, and up to 8.5" x 11.69" on the Flatbed Glass, but you can also select other scan sizes, or adjust the input size to scan only specific sections of an image. For example, if you’re scanning a photograph and want to focus on one section, adjusting the input size removes the rest of the photograph from the final scanned image.

The following figure shows the input size options.

Scanning with the TWAIN Interface from PaperPort

To set the image size:

1. Select the image size from the menu. The dotted outline shows the selected area in the image.

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Xerox 510 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Table of Contents

What’s in the Box

Welcome

The Xerox DocuMate 510 Scanner

What You Need

Documentation

Before You Begin

Installation

Step 1: Assemble the Scanner

Step 2: Install the Software

Step 3: Connect the Power Supply

Step 4: Connect the USB Cable and Turn on the Power

Additional Applications Available with Your Scanner

View the User Guides

Register Your Scanner and Check for Updates

Scanning

Loading Documents to Scan

Load a Stack of Documents

Load a Single Page

Scan from the One Touch Button Panel

Check the Scan Settings Before Scanning

Using the One Touch Panel

About the One Touch Button Panel’s Names and Icons

The Default One Touch Settings for Your Scanner

Configuring the One Touch Buttons

About the One Touch Properties Window

Selecting New Settings for a Button

Setting Destination Application Properties

Selecting Document and Page Format Options

Scanning with Optical Character Recognition (OCR)

Renaming a One Touch Button

Selecting Options for a Button

Creating a New Scan Configuration

Editing or Deleting Scan Configurations

Configuring Before Scanning

Scan and Burn to a CD

Scanning with Event Forwarding

Creating an HTML Web Page from Your Scanned Documents

Transferring Scanned Documents to S torage

Checking the Hardware and Setting the Lamp Power Saving

Scanning with the TWAIN Interface from PaperPort

Accessing the TWAIN Interface from PaperPort

The Two TWAIN Interface Options

Scanning from the TWAIN Basic Interface

Scanning from the TW AIN Advanced Interface

Adjusting the Image with the Advanced Interface

Adjusting the Resolution

Adjusting the Brightness and Contrast

Adjusting Gamma, Saturation, and Color Hue

Adjusting Input Size