copyright laws.
XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license.
DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and
product numbers mentioned in this publicati on are trademarks of Xerox Corporation.
The Visioneer brand name and logo are registered trademarks of Visioneer, Inc. The PaperPort and OmniPage Pro brand
names and logos are registered trademarks of Nuance Communications, Inc. The NewSoft Presto! BizCard name and
logo are registered trademarks of NewSoft Technology Corporation in the United States and/or other countries. X1®
Enterprise Client is a registered trademark of X1 Technologies, Inc. Kofax® and Virtual ReScan® are registered
trademarks, and VRS™ is a trademark of Kofax Image Products, Inc. Adobe®, Adobe® Reader®, Acrobat® Reader®,
Adobe® Acrobat®, and the Adobe® PDF® logo are registered trademarks of Adobe Systems Incorporated in the United
States and/or other countries. The Adobe PDF logo will appear in this product’s software, and full access to Adobe
software features is only available if any Adobe product is installed on your computer.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer. The
software described is furnished under a licensing agreement. The software may be used or copied only in accordance with
the terms of such an agreement. It is agai nst the law to copy the sof tware on any mediu m except as spe cificall y allowed in
the licensing agreement. No part of this document may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to
another language, for any purpose other than the licensee's personal use and as specifically allowed in the licensing
agreement, without the express written permission of Visioneer.
Part Number: 05-0692-300
Restricted Rights Legend
Use, duplication, or disclosure is subject to restrictions as set forth in contract subdivision (c)(1)(ii) of the Rights in
Technical Data and Computer Software Clause 52.227-FAR14. Material scanned by this product may be protected by
governmental laws and other regulations, such as copyright laws. The customer is solely responsible for complying with all
such laws and regulations.
Your new Xerox DocuMate 152 scanner can quickly scan singlesided or double-sided stacks of color, grayscale, and black-andwhite documents, up to 8.5" x 14", and place their electronic
images on your computer.
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 152 Scanner User’s Guide1
Welcome
Input Tray
Output tray
ADF cover release
Power switch
USB port
Power jack
Status lightLED Number
Control panel
The Xerox DocuMate 152 Scanner
Input tray—Holds documents in place. The paper guide on the
input tray adjusts to fit the document width.
ADF cover release—Opens the cover on the ADF.
Control panel—Buttons to start the scanning.
Output tray—Holds documents after being scanned through the
Automatic Document Feeder (ADF).
Status light—Shows the scanner’s status. A steady green light
indicates the scanner is available to scan or is scanning. A rapidly
flashing green light indicates the scanner is preparing to scan. See
“Status Light Troubleshooting Codes” on page 110 for additional
details about the S tatus Lights.
Function button—Selects the scan setting for the Simplex and
Duplex buttons. Press to cycle through the settings.
LED Number—Shows the current scan setting for the Simplex and
Duplex scanning buttons. A scan setting includes resolution, file
type, brightness, color or black and white, destination, and so on.
Duplex button—Press to scan a two-sided document.
Simplex button—Press to scan a one-sided document.
Power switch—On/Off power switch.
Power jack—Connects the power cord to the scanner.
Universal Serial Bus (USB) port—Connects the scanner to the
computer.
2DocuMate 152 Scanner User’s Guide
What You Need
Welcome
IBM-compatible Pentium 4 PC, or AMD equivalent with:
•A DVD-ROM drive
•An available Universal Serial Bus (USB) port
•Microsoft
(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)
•350MB 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
The following documentation is provided with your scanner:
•Xerox DocuMate 152 Scanner User’s Guide—On the
Installation DVD; contains detailed installation, scanning,
configuration, and maintenance information.
•PaperPort User’s Guide—On the Installation DVD; contains
detailed feature and configuration information for the PaperPort
software.
•Online Help—For the scanner configuration, TWAIN and WIA
interfaces, and PaperPort software applications.
DocuMate 152 Scanner User’s Guide3
Installation
Before You Begin
Installation
Installation is a quick, four-step process:
1. Assemble the scanner
2. Install the software
3. Connect the power supply
4. Connect the USB cable and turn on the power
Please make sure of the following before you begin installation:
•The information in this guide may cover software not
provided with the scanner you purchased. 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 152 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 152
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 152 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.
4DocuMate 152 Scanner User’s Guide
Step 1: Assemble the Scanner
Remove any foam particles
from inside the scanner
To assemble the scanner:
1. Remove the scanner from its protective foam and plastic bag.
2. Check inside the document feeder mechanism and carefully
remove any foam particles that may have gotten inside it.
Leave the cover open so you can attach the Input tray.
Installation
NOTE: If the Input and Output tray get in the way when you
connect the USB cable and power cord, you can attach them
later when you’re finished installing the software.
3. Align the tabs on the Input tray with the slots inside the scanner
and slide the tray down into place. Snap the paper guide
extension into the paper tray.
DocuMate 152 Scanner User’s Guide5
Installation
4. Swing the paper guide back until it snaps into place. Close the
scanner cover. Flip the paper guide extension up so it is fully
extended.
5. Insert the pins on each side of the output tray into the holes on
the scanner. Flip open the extension on the output tray so it is
fully extended.
6. Proceed to “Step 2: Install the Software.”
6DocuMate 152 Scanner User’s Guide
Step 2: Install the Software
To install the software:
1. Start Microsoft Windows and make sure no other applications
are running.
2. Insert the installation DVD into your computer's DVD-ROM
drive.
Installation
The DVD automatically opens.
NOTE: If the DVD does not start, check the following:
•Make sure the DVD drive’s door is completely shut.
•Make sure the DVD was inserted in the drive in the proper
direction (label side up).
To launch the DVD manually:
•Open the Windows option for My Computer. You can do this
by double-clicking on the My Computer icon on your
desktop.
•Double-click the icon for your DVD-ROM drive.
•The Installation menu for the DVD should now open.
If the menu does not open:
•From the list of files on the DVD, double-click the file named
START32.EXE.
DocuMate 152 Scanner User’s Guide7
Installation
3. On the Main Menu, select Install Products.
4. Make sure the boxes for Nuance PaperPort
®
and Scanner
Driver are checked.
NOTE: The software provided with your scanner may differ
slightly from the list shown in the window.
5. Click Install Now.
8DocuMate 152 Scanner User’s Guide
Installation
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 Welcomewindow, click Next.
Installing PaperPort will uninstall any existing version of
PaperPort and will install the newer version while retaining all
of your previous PaperPort files.
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 CustomerInformation 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 with the install.
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.
DocuMate 152 Scanner User’s Guide9
Installation
Note: Some of the options listed
in this window may not be
available when you purchase
your scanner.
Please visit our web site at:
www.xeroxscanners.com
for the latest updates.
The scanner driver installation will now begin:
1. The Welcome to the One Touch 4.0 Setup Wizard Opens.
2. Click Next.
3. On the Xerox License Agreement window, read the license
agreement. If you accept the terms, select I Agree then click
Next.
If you choose not to accept the license agreement, the
installation will terminate and the scanner driver will not be
installed.
The next window lists the choices of the drivers that you can
install for your scanner.
10DocuMate 152 Scanner User’s Guide
Installation
4. 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. You also will not be
able to scan with the buttons on the scanner.
NOTE: If you decide to change the scanner’s installed drivers
later on, you must first uninstall the drivers the scanner is
currently using. See the section “To Install Another Driver” on
page 113.
5. Click Next.
During installation you will see this window asking you to select
one of the images for the 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 on as you’re scanning.
DocuMate 152 Scanner User’s Guide11
Installation
6. Select the option that looks best to you and click Next.
The driver installation will now begin.
7. STOP when you see the “Complete the installation by
connecting your hardware” window. Do NOT click OK yet.
Leave the window open and proceed to the next section,
“Step 3: Connect the Power Supply” on page 13.
12DocuMate 152 Scanner User’s Guide
Step 3: Connect the Power Supply
Connect the power supply and power cord, and plug the power
supply into an electrical outlet.
To connect your Xerox DocuMate 152 scanner:
1. Plug the power supply into the power port on the scanner.
Installation
NOTE: Only use the power supply (HEG42-240200-7L made by
HiTron) included with your scanner. Connecting any other type
of power supply may damage your scanner, and will void its
warranty.
2. Plug the power cord into the power supply and into a wall
outlet.
Now proceed to the next section, “Step 4: Connect the USB
Cable and Turn on the Power.”
DocuMate 152 Scanner User’s Guide13
Installation
USB
Step 4: Connect the USB Cable and Turn on the Power
The Xerox DocuMate 152 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.
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.
3. Turn on the power switch, located on the back of the scan ner to
the left of the power port.
14DocuMate 152 Scanner User’s Guide
Installation
The status light comes on and flashes 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 than the 15 pages per minute, and 30 images
per minute available with a USB 2.0 port.
Your computer then recognizes that a scanner has been
plugged into the USB port and automatically loads the
appropriate software to run the scanner.
Do not proceed until you receive a message that your computer
has found the new hardware, or updated the driver datab ase. If
your computer is running Windows XP or Windows Vista, you
will see one of the following messages.
4. When you’re certain that the software has completely loaded,
return to the “Complete the installation by connecting your
hardware” window.
DocuMate 152 Scanner User’s Guide15
Installation
5. Click OK.
You can also click More to see a quick overview about
accessing and navigating the One Touch Button Panel. When
you’re finished reading the additional information, click OK.
The scanner’s status light is green when the scanner and
computer are communicating properly.
6. Click Close on the Installation Complete window to close and
exit the software installer.
You can now install the additional applications you received with
your scanner.
16DocuMate 152 Scanner User’s Guide
Additional Applications Available with Your Scanner
Your scanner includes free, additional applications on the
installation DVD.
Installation
1. Rein
sert the installation DVD into the DVD-ROM drive.
The
Installation menu opens.
The free Adobe Acrobat Reader software is located on the
DVD with the User Guides. See the steps on page 19 to install
Adobe Acrobat Reader.
2. Click Install Products.
You will see the screen that shows the applications.
Applications already installed have Installed! next to them.
3. See the following table to decide which software you would like
to install.
DocuMate 152 Scanner User’s Guide17
Installation
SoftwareAbout the Software
4. On the window shown above, click in the boxes of the other
software you want to install, and click Install Now. Follow the
instructions on the screen to install each of the additional
products.
Adobe® Acrobat
Reader
®
NewSoft Presto!
BizCard
OmniPage
®
®
Pro
X1® Enterprise Client
Adobe Acrobat Reader is a stand-alone application that you use to open,
view, search, and print PDF files. The User Guides on your scanner’s
installation DVD are in PDF format and require Adobe Acrobat Rea der for
you to view and save them.
BizCard quickly and easily converts the vital contact information on
business cards into a convenient, searchable, digital database that can be
easily synchronized between PCs, notebooks, PDAs and PIMs.
OmniPage Pro provides precision OCR analysis, advanced layout
detection, and Logical Form Recognition™ (LFR) technology. Advanced
security features quickly turn office documents and forms into over 30
different PC applications for editing, searching and sharing. Custom
workflows handle large volumes of documents, and you can use its tools
to print to PDF. OmniPage Pro also includes ScanSoft PDF Create! and
PDF Converter programs
.
X1 is a desktop search engine software. Using a single interface, the X1
Enterprise Client software will quickly and efficiently find files and emails
stored on your computer.
18DocuMate 152 Scanner User’s Guide
View the User Guides
1. To get the documentation for each of the additional products,
return to the Main Menu window and click User Guides.
2. The User Guides window opens. Use this window to view and
save the User Guides you want.
Installation
3. Click the links of the Guides you want to view.
The User Guides are in Adobe® Acrobat® PDF format. The
DVD also includes a free copy of Acrobat® Reader® in case
your computer does not have it already installed. The Scanner
Readme file is in HTML format and will open in any standard
browser.
If you need to, click Acrobat Reader to install it now . Follow the
instructions on the installation windows.
If your computer already has Adobe Acrobat Reader installed,
please do not select it unless the version provided on the
installation DVD is a newer version than the one currently
installed on your computer.
DocuMate 152 Scanner User’s Guide19
Installation
To view and save the User Guides:
1. Click the name of a User Guide you want to view and it will
ope
n in Acrobat Reader. Use the Acrobat Reader Save
command to save that User Guide on your computer.
2. Return to the User Guides window and repeat the process to
open, view, and save all the other User Guides you want. The
Scanner Readme file has late-breaking news about your
scanner.
•The SharePoint Mini-Guide has information about a new
feature in the One Touch 4.0 software to link to Microsoft’s
SharePoint application. This brief Mini-Guide explains how
to setup the SharePoint link and use the SharePoint
features when choosing new scan settings for your
scanner.
•The One Touch VRS Mini-Guide has information about a
new feature in the One Touch 4.0 software. This brief MiniGuide explains what the feature is and how to use the VRS
settings when creating or modifying a scan configuration.
•The One Touch OmniPage Mini-Guide has information
about a new feature in the One Touch 4.0 software. This
brief Mini-Guide explains what the feature is and how to
use the OmniPage settings when creating or modifying
scan configurations.
3. When you’re finished, click Main Menu to return to the Main
Menu window and click Exit.
4. Remove the DVD and store it in a safe place.
That’s it! Installation is finished and your Xerox DocuMate 152
scanner is ready to scan.
20DocuMate 152 Scanner User’s Guide
Register Your Scanner and Check for Updates
The One Touch Icon
The Serial Number
Registering your scanner is important as it provides you with
access to our free telephone support service. Registration also
gives you free access to software updates for your scanner.
To register your scanner:
1. Right-click on the One Touch icon in the Windows Notification
Area (at the bottom right corner of the screen).
2. Choose Check for Online Updates from the pop-up menu.
Installation
3. Follow the instructions on the screen and register your scanner
by entering your scanner’s serial number and your email
address.
NOTE: A valid email address is required.
The serial number is located on the underside of the scanner.
After registration is complete you will receive an email
message with your RegID.
Y our RegID is importa nt as you will need it when accessing free
telephone support, or checking for online updates.
4. After receiving your RegID, write it down on a piece of paper
and keep it with your scanner so you will be able to find it
easily.
DocuMate 152 Scanner User’s Guide21
Scanning
Scanning
If you selected the recommended Full Install option for your
scanner’s driver (see page 11), then you have several different
scanning options with your Xerox DocuMate 152 scanner. Each
method scans equally well, so use the one with appropriate options
for the item you are scanning.
The scanning methods with your Xerox DocuMate 152 scanner
are:
•Scanner Buttons—When you press either the Simplex or
Duplex button, documents are scanned using the scan settings
indicated by the LED number. The scanned images are then
sent to a software application (known as the Destination
Application) on your computer. See “Load and Scan
Documents” on page 23.
•One T ouch—Use this scan optio n when you want to scan from
the computer screen. Open the One Touch scan panel and
window, adjust the scan settings as needed, put the document
in the scanner , then click the icon on the One Touch panel. Also
use this One Touch method of scanning if you want to access
advanced features for Optical Character Recognition (OCR).
See “Scan from the One Touch Button Panel” on page 26.
•TWAIN Interface—This option uses your scanner’s TWAIN
interface to scan. Select scanning options before scanning, put
the document in the scanner, then click a button on the TWAIN
interface window . 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 scan from them, as well
as from PaperPort. See “Accessing the TWAIN Interface from
PaperPort” on page 84.
•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 page 97.
The WIA interface is only available if your computer is running
Windows XP or Windows Vista.
22DocuMate 152 Scanner User’s Guide
Load and Scan Documents
When you press either the Simplex or Duplex button, documents
are scanned using the scan settings indicated by the LED number.
The scanned images are then sent to a software application
(known as the Destination Application) on your computer.
1. Adjust the paper guide for the width of paper, and make sure
the input and output trays are fully extended.
Scanning
NOTE: Always remove any staples or paper clips from
documents before inserting them into the scanner’s Automatic
Document Feeder. Staples and paper clips can jam the feed
mechanism and scratch the internal components. Also remove
any labels, stickers, or Post-It™ notes that may come off during
the scanning process and get stuck in the scanner. Misuse as
described here will void your scanner’s warranty.
2. Load the documents so the tops of the pages are inserted into
the Automatic Document Feeder.
For Simplex (one-sided) scans, load the documents face down.
Side 1 (the side of the page you want to scan) faces the paper
tray, and Side 2 faces outward.
For Duplex (two-sided) scans, the documents can be face up or
down because both sides are scanned.
DocuMate 152 Scanner User’s Guide23
Scanning
3. Check the LED number to make sure you’re using the scan
setting you want.
To choose a new scan setting, press the Function button.
The current scan setting. See “Check
the Scan Settings Before Scanning”
Press the Function button to cycle
through the scan settings to select the
one you want.
on page 25 to check the settings.
4. To scan a one-sided document, press the Simplex button.
To scan a two-sided document, press the Duplex button.
A scan progress window opens and the image is sent to the
selected application from the One Touch utility. In this example
of duplex (two-sided) scanning, the Destination Application is
the PaperPort desktop and the two pages are stacked, one on
top of the other.
To Cancel scanning, click the Cancel button.
24DocuMate 152 Scanner User’s Guide
Check the Scan Settings Before Scanning
Press, hold down,
and then release
either button to
see the setting for
the selected LED
number.
This number corresponds
to the LED on the scanner.
The icon indicates the
Destination Application
for this setting.
The current name of the
setting.
Your document will be scanned with
these options for setting Number 6.
Note: The configurations shown
on this example of the One
Touch Properties window are for
illustration purposes only. The
configurations you see on your
One Touch Properties window
may be different.
1. To check the scan settings before scanning, press, hold down, and then release, either the Simplex or Duplex button.
The One Touch Button Panel opens with the description of the
selected settings. This sample shows the current description of
setting 6.
Scanning
DocuMate 152 Scanner User’s Guide25
The One Touch Properties window for that setting also opens
so you can change any settings before scanning.
2. When you are ready to scan, press either the Simplex or
Duplex button, or click the button on the One Touch Button
Panel. See “Scan from the One Touch Button Panel” on
page 26 for more about the Button Panel.
Scanning
The One Touch Icon
Click these arrows
to navigate through
the nine buttons.
Click the button you
want to use to scan.
For example, if you want to
scan with button 2, which
converts the document to
PDF, click here.
Or if you want to scan with button 4,
which attaches the scanned
document to a blank email message,
click here.
Scan from the One Touch Button Panel
You can scan from the One Touch Button Panel on the screen.
1. Adjust the paper guide for the width of paper and load the
documents with their tops into the automatic document feeder.
For Simplex (one-sided) scans, load the documents face down.
For Duplex (two-sided) scans, the documents can be face up or
down because both sides are scanned.
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 onscreen scanning buttons. Click the arrows to cycle through all
nine settings.
3. On the screen—not on the scanner—click the button you want
to use to scan.
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.
The scanner begins scanning. When the process finishes, the
scanned images appear in the Destination Application, just as if
you scanned with the Simplex or Duplex scanner buttons.
26DocuMate 152 Scanner User’s Guide
Using the One Touch Button Panel
The Button View
Right-click on a button to see its details in
the Detail View and Properties Window.
Clicking the icon in either view
starts the scanner scanning using
the button’s settings.
The Detail View
Click these arrows to cycle
through the 9 buttons.
The One Touch Button Panel is also your on-screen set of controls
for the scanner. The One Touch Button Panel 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 on-screen scanning buttons.
2. To scan from the panel, click the icon you want to use to scan.
3. To see the details for a button, right-click on it. The One Touch
Properties window for that button also opens.
Scanning
DocuMate 152 Scanner User’s Guide27
4. To cycle through the nine buttons, click the arrows on the right
side of the panel.
Scanning
The Button View
The Hardware ViewThe Detail View
Click these
arrows to
navigate
through the
panel’s three
views.
5. To navigate through the panel’s three views, click the green
arrows at the top of the panel.
•The Button View is your main scanner control panel. Use it
to scan or to see all nine buttons.
•The Detail View shows the current scan settings for a
button.
•The Hardware View shows the current scanners connecte d
to your computer.
If the One Touch Properties window is not open, right-click
the icon on the Detail View or Button View to open it.
6. 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.
7. To close the One Touch Button Panel, click its close button.
28DocuMate 152 Scanner User’s Guide
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 means your computer does not have
appropriate software, or in some cases the appropriate hardware
for the initial factory settings. 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.
Scanning
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 “Configuring the One Touch Buttons” on page 31 to change
the settings of the buttons on the One Touch Button Panel.
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The Default One Touch Settings on 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, OmniPage or One Touch OmniPage is not installed,
then the options for sending to word processing applications such
as Microsoft Word will not be available.
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.
30DocuMate 152 Scanner User’s Guide
Configuring the One Touch Buttons
Right-click on a button (for example,
button 2) and the Properties window
opens for that button.
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.
Scanning
DocuMate 152 Scanner User’s Guide31
The One Touch Properties window also opens when you press,
hold down, and release the Simplex or Duplex button on the
scanner.
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 152 scanner.
Scanning
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).
The file format of
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.
About the One Touch Properties Window
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 burn to a
CD, scanning and converting text directly into an HTML web page.
The following example of the One Touch Properties window shows
the settings for Button 2. The button is set to scan with the scan
configuration named Color Document then open PaperPort to
display the scanned image. The Format and Page(s) option is set
to scan in the PDF image format.
32DocuMate 152 Scanner User’s Guide
The settings on the One Touch 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 at
the top of the dialog box 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
ColorGrayscaleBlack 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 “Configure
Before Scan” on page 61.
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 type
of Destination Application you select. This example shows the
formats that apply to PaperPort.
The icon names indicate their file types. See “Selecting Document
and Page Format Options” on page 44 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 36.
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 52 and “Editing or Deleting Scan
Configurations” on page 59.
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.
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Scanning
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.
Selecting New Settings for a Button
For each of the nine One Touch buttons, you can select a new
Destination Application, Scan Configuration, and Document
Format.
To select new settings for the 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 that can be used for OCR
(such as TEXT, RTF, or DOC), the text in scanned images is
automatically converted to word pr
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 52.
ocessing text.
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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. However, you can scan at any time by pressing the
Simplex or Duplex button on the scanner.
When you are finished selecting new settings for a button and
you press or click a scanner button, the document is scanned
using the newly configured settings for that button.
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Scanning
Click a Destination
Application.
Click the Properties
button
Setting Destination Application Properties
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.
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.
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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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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.
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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.
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Image Documents Properties
These properties apply to Microsoft Paint and other image
processing applications.
1. Click in the Color document handling settings boxes for the
options you want.
These 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 39 to add an application to the list.
3. Click OK.
4. Click OK or Apply on the Link Properties window.
5. Click Refresh on the One Touch Properties window.
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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 68.
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 58 and “Scanning to Multiple Archive Folders” on page 75.
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.
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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.
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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
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 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.
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Scanning
Image FormatsText Formats; sPDF is only one of
several text formats available.
Selecting Document and Page Format Options
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.
Create Single Image Files
The TIFF and PDF formats support multiple page documents. If
you are scanning as a TIFF or PDF file and want one file created
for each image scanned, select Create single image files. Note
that this option is automatically selected and disabled if you have
selected a format that only supports single pages, such as BMP or
JPG.
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.
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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 page 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.
NOTE: The two other PDF formats—nPDF and sPDF—are for
scanning with OCR processing and with the ability to search the
scanned text. See the next section, “Text Formats,” and also
“Scanning with sPDF or nPDF and Searching for Text” on
page 66 for details.
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.
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Scanning
The specific text format; this example is
for Microsoft Word Rich Text Format.
Example menu of the TEXT
format for Microsoft Word.
Example menu of the TEXT
format for a Storage location.
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 64.
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.
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.
46DocuMate 152 Scanner User’s Guide
3. Choose the file type that you want for the text format.
Your selection of a file type pertains only to the button currently
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.
Word Document—The .doc file format used by Microsoft
Word.
Comma Delimited—The .csv file format; used for database or
spreadsheet data with fields separated by commas. When the
document is converted into editable text by the OCR process,
the fields are maintained so you can copy and paste them to a
database or spreadsheet application.
Scanning
Excel Spreadsheet—The .xls file format used by Microsoft
Excel.
HTML Document—The .htm file format used to create web
pages.
Searchable PDF—The .sPDF file format used by Adobe
Acrobat and OmniPage Pro. This format converts scanned text
into PDF with text search and OCR capabilities. sPDF is only
available if you have One Touch OmniPage or the OmniPage
Pro software installed on your computer. See “Scanning with
sPDF or nPDF and Searching for Text” on page 66 for details.
Normal PDF—The .nPDF file format used by Adobe Acrobat
and OmniPage Pro. This format also converts scanned text into
PDF with text search and OCR capabilities, plus you can edit
the text in an nPDF image a PDF editing program is installed.
nPDF is only available if you have One Touch OmniPage or the
OmniPage Pro software installed on your computer. See
“Scanning with sPDF or nPDF and Searching for Text” on
page 66 for details.
4. To change the OCR settings, choose OCR Options.
The OCR Options provide a series of selections for the OCR
feature when you scan text. Refer to the One Touch OmniPage Mini-Guide on Disc 1 of the installation CD for
details.
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Scanning
Note that the OCR Options settings apply to all buttons. If you
change them for one button, those changes apply to the other
buttons as well.
5. Click OK or Apply on the One Touch Properties window.
48DocuMate 152 Scanner User’s Guide
Renaming a One Touch Button
Click the arrows to get to
the button to rename, then
select the name text.
Type a new name for the
button.
The One Touch buttons have names that identify their pre-set
functions, such as OCR and PDF, but you can edit the names.
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.
Scanning
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 menu arrow and choose the button for new options.
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. This is the
default selection for Button 8. 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.
•Image Editors include Microsoft Paint and other drawing
and graphics applications.
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•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. See “Scanning with Optical Character
Recognition (OCR)” on page 64 for more about OCR.
•PDF applications are for documents scanned to PDF
format.
•Email includes Microsoft Outlook and other email
applications. See “eMail Properties” on page 42 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 74
and “Scan and Burn to a CD” on page 68 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 70 for details.
4. After selecting a new type of Destination Application, click the
Multi Function tab to see which ones are added to the list.
Show Progress Window—Select this option to display the
progress window of the document(s) during scanning.
Use enhanced folder browser—Select this option if you want
to save your scans to a network location that is not a mapped
drive on your computer.
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.
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The Scan Configurations.
The Lock Icon.
Click New to create a
new Scan Configuration.
The copies will be saved in the folder specified in the Folder
Copy Options section (see the figure and description below).
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 Buttons 1 and 2. Those buttons have PaperPort as
their Destination Applications, and PaperPort is Document Management software.
Likewise, the option is not available for the default setting of
Button 7 (Archive) because it is set as Transf er 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.
5. Click OK to save the options for the selected button.
Creating a New Scan Configuration
The scan configurations are where you select the scanning
resolution, brightness, mode (color, black&white, or grayscale),
and a number of other settings.
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If the configuration
is locked, click the
lock to unlock it. The
icon becomes a key.
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.
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
Multi Function 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.
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.
TIP: If you’re going to set up the new configuration to scan
duplex (two-sided), include that in the name, such as “Scan for
Dark Print (Duplex),” to remind you that it is a duplex scan.
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.
DocuMate 152 Scanner User’s Guide53
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.
Scanning
Click to toggle
between inches
and millimeters.
•GrayScale to scan items such as documents containing
drawings or black and white photographs. The scanning
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.
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.
54DocuMate 152 Scanner User’s Guide
Scanning
Original ImageInverted Image
•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" inch photo, the
scanner will determine the size of the photo.
When using the AutoCrop to Original option, always use
the paper guides on the scanner so the page is not skewed.
Skewed pages may not crop properly.
For single-sided scans, the scan area is the size of the
image. For double-sided scans, the scan area is the size of
the larger of the two areas on the front and back of the
page.
•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 200 dpi 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 scan correctly. In that case, re-scan 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.
•Duplex—Scan both sides of the page. If this option is not
selected, the scanner will scan the face-down side of the
page only.
DocuMate 152 Scanner User’s Guide55
NOTE: The Simplex and Duplex buttons on the scanner take
precedence over the One Touch settings. In other words, if the
LED number on the scanner is configured to scan as Duplex, but
you press the Simplex button, the scanner scans in Simplex,
and vice versa.
Scanning
The original with a red
watermark over black text.
The scanned item with the
red filtered out.
•Skip Blank Originals—Skips pages that are completely
blank. Typically you use this option when you will scan a
stack of two-sided pages which have a number of blank
sides. This option is only available for Duplex scanning.
•Color Filter—Color filter is the ability of your scanner to
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.
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.
56DocuMate 152 Scanner User’s Guide
10. Click OK to save the new configuration.
It will now be in the list of Scan Configurations on the One
Touch Properties window for the appropriate Destination
Applications.
The Device Settings Tab
A Device Settings tab is 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.
Scanning
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 are 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.
DocuMate 152 Scanner User’s Guide57
Scanning
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 Propert ies” on page 41 and “Transferring
Scanned Documents to Storage” on page 74 for more details.
1. Click on the Storage Options tab.
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—
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.
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.
58DocuMate 152 Scanner User’s Guide
Editing or Deleting Scan Configurations
Select the scan
configuration to edit or
delete. It must be unlocked,
as indicated by not having a
lock displayed here.
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 inadvertently 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.
Scanning
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.
DocuMate 152 Scanner User’s Guide59
Scanning
Click the Lock/Key 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 Apply.
6. Click OK to close the dialog box.
60DocuMate 152 Scanner User’s Guide
Configure Before Scan
Click the arrows to
select the button.
Select Configure Before Scan.
Right-click on
Configure Before
Scan to get the menu,
and choose the
interface to use for
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 Set Configure Before Scan:
1. Open the One Touch Properties window.
2. Using the arrows, choose the button that you want to set to
configure before scanning.
3. Select the scan configuration Configure Before Scan.
Scanning
DocuMate 152 Scanner User’s Guide61
4. 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 “Accessing the TWAIN Interface from
PaperPort” on page 84.
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 97.
5. Click OK or Apply on the One Touch Properties window.
Scanning
To Scan Using Configure Before Scan
1. Put the documents in the scanner’s ADF tray.
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 TWAIN interface will open.
4. Choose the Options applicable to your scan batch.
5. Click on the Scan button in the TWAIN interface.
6. 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.
The TWAIN interface lists the scanning option s available with your
Xerox DocuMate 152 scanner. Please see “Scanning with the
TWAIN Interface from PaperPort” on page 83.
62DocuMate 152 Scanner User’s Guide
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.
Scanning
•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 Scan Mode 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 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.
DocuMate 152 Scanner User’s Guide63
Scanning
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.
The One Touch OmniPage Module or the OmniPage Pro software
must be installed on your computer in order to use the OCR
options with the One Touch 4.0 software and your DocuMate 152
scanner. One Touch 4.0 and OmniPage Pro work together to
combine scanning with OCR processing into one integrated step.
The One Touch OmniPage Module was automatically installed
when you installed your driver; the OmniPage Pro software is on
the Disc 2 CD that you received with your scanner. The One Touch
OmniPage Module and the OmniPage Software can both be
installed on your computer at the same time, however, the features
in the One Touch OmniPage Module will take precedence over the
OmniPage software features when using One Touch 4.0. The One Touch OmniPage Mini-Guide is available on the Disc 1 installation
CD.
With the One Touch OmniPage Module or OmniPage Pro software
installed, the OCR process is automatic when the page format on
the One Touch Properties window is a text format, such as DOC,
TEXT, XLS, RTF, 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.
NOTE: If you have uninstalled the One Touch OmniPage
Module or the OmniPage Pro software from your computer,
items scanned as a text format are still converted with the OCR
process, however, the options available with the process are
then limited.
64DocuMate 152 Scanner User’s Guide
Scanning
Click the arrows until
Button 6 is on the panel,
then click Button 6.
To scan with OCR:
1. To scan using the buttons on the scanner, press the Destination
Selector until the LED is at 6, then press the Simplex or
Duplex button.
NOTE: One Touch Button 6 is preset as your OCR button. But
you can also set up any other button to scan and OCR the text.
2. To scan from the One Touch Button Panel, click the One Touch
icon in the Windows Notification Area, click the arrows to see
Button 6, then click Button 6.
3. Scan the document.
Your scanned pages appear in the Destination Application 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 application) with the
figures and text from the original spreadsheets.
NOTE: Please Refer to the One T ouch OmniPage Mini-Guide,
on Disc 1 that you received with your scanner, for detailed
instructions on configuring and scanning with the advanced
OCR Options.
DocuMate 152 Scanner User’s Guide65
Scanning
Scanning with sPDF or nPDF and Searching for Text
Searchable PDF (sPDF) and Normal PDF (nPDF) are special
forms of an Adobe PDF file. sPDF converts scanned text into the
PDF format with text search and OCR capabilities. nPDF has those
same features, plus you can edit the text in an nPDF image if you
have a PDF editing program.The two PDF formats can also
produce images with different image quality, so you may want to
experiment with them to determine which is better for your scanned
documents. sPDF and nPDF are only available as page format
options if the One Touch OmniPage Module or the OmniPage
Software is installed on your computer.
To scan with sPDF or nPDF:
1. Open the One Touch Properties window.
2. Using the arrows, choose a One Touch button to use for the
sPDF or nPDF scanning.
3. Select a Destination Application that uses a text format as the
page format.
4. Right-click on the text format icon.
5. Choose the Searchable PDF or Normal PDF option for the
page format.
66DocuMate 152 Scanner User’s Guide
Scanning
The page format
icon is now set to
the selection from
the menu.
NOTE: Not all Destination Applications have the sPDF and
nPDF options. Microsoft Word, for example, does not have them
as scanning options.
The settings for the button (button 8 in this example) now show
your page format selection.
6. Choose a Scan Configuration.
7. Click OK.
The One Touch Properties window closes.
8. Now scan with that button and the scanned document will be in
the sPDF or nPDF format that was selected for the button.
NOTE: The Transfer to Storage selection for a Destination
Application also has the sPDF and nPDF options. That means
you can scan and store items directly to a server in these
formats.
9. To search for the text, open Adobe Acrobat Reader or Adobe
Acrobat.
10. From the Adobe Acrobat File menu choose Open, and open
the file you just scanned.
11. From the Adobe Acrobat Edit menu choose Find.
The Find dialog box opens.
12. Enter the text you want to find, and click the Find button.
See the Adobe Acrobat user manual for more about finding text
in a PDF file, or about editing PDF text.
DocuMate 152 Scanner User’s Guide67
Scanning
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.
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 a 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.
The One Touch 4.0 Link Properties window opens,
68DocuMate 152 Scanner User’s Guide
Scanning
9. Make sure a blank 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.
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 OneTouch 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
OneTouch software.
NOTE: Note however, that if you have created other custom
configurations with different storage locations (for example, see
“Scanning to Multiple Archive Folders” on page 75), do not use
them for the Burn to CD Destination Application. Otherwise, the
Windows XP or Windows Vista CD writing wizard will not be able
to find the images to burn onto the CD.
DocuMate 152 Scanner User’s Guide69
Scanning
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.
70DocuMate 152 Scanner User’s Guide
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.
Now the application you selected opens and you can continue
scanning using the application’s TWAIN interface.
Scanning
DocuMate 152 Scanner User’s Guide71
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 Page 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.
72DocuMate 152 Scanner User’s Guide
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.
DocuMate 152 Scanner User’s Guide73
Scanning
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 Storage
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 set up any other button to scan to Archive the text.
1. To scan using the buttons on the scanner, press the Destination
Selector until the LED is at 7, then press the Simplex or
Duplex button.
2. To scan from the One Touch Button Panel, click the One Touch
icon in the Windows Notification Area, 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.
74DocuMate 152 Scanner User’s Guide
NOTE: The Storage Location shown in the example above is
Select Transfer to Storage.
Click the New button.
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 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, and assign
each scan configuration to one of the scanner buttons.
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 Properties window.
3. Select Transfer to Storage as the Destination Application.
4. Click the New button.
The Scan Configuration Properties dialog box opens.
DocuMate 152 Scanner User’s Guide75
Scanning
5. 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.”
6. Click the Scan Settings, Page Settings, and Advanced Settings tabs, and select the settings you want.
7. Click the Storage Options tab.
8. Click the Browse button.
9. 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.
76DocuMate 152 Scanner User’s Guide
Scanning
The new
configurations apply
to the Transfer to
Storage Destination
Application.
10. Click OK. The selected folder will now be set as the Storage
Location, such as “Business Receipts.”
11. Click Apply. The new configuration is now listed as a Transfer
to Storage configuration.
12. Repeat the process to create additional new configurations,
such as one named “Storage for Personal Receipts.”
13. 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.
DocuMate 152 Scanner User’s Guide77
Scanning
14. Now click the arrow buttons to select a scanner button for each
new configuration. Click Apply to set that button for that
configuration.
The following examples show that buttons 7 and 8 have been
set to scan to each of the new configurations.
Note that the button names have also been changed to Storage
1 and Storage 2 to remind you that both send documents to
storage, but to different locations. To change button names,
see “Renaming a One Touch Button” on page 49.
Scan to multiple storage folders:
1. Insert the documents you want to scan to storage.
2. Press the Destination Selector buttons on the scanner to get
to one of the buttons set up for scanning to storage.
3. Press the Simplex or Duplex button to scan the documents.
4. When scanning is finished, insert the next set of documents
and press the Destination Selector buttons to get to the next
button you have set up for scanning.
5. Press the Simplex or Duplex button to scan the documents.
When scanning is finished, the documents are stored in the two
separate folders.
78DocuMate 152 Scanner User’s Guide
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 75 or
“Transferring Scanned Documents to Storage” on page 74 for
the steps to select the Transfer to Storage options.
2. On either the One Touch 4.0 Link Properties window, or from
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.
DocuMate 152 Scanner User’s Guide79
Scanning
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.
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. Right-click on the text format icon and choose the file format for
the scanned documents.
5. Choose a Scan Configuration.
6. Click OK.
The One Touch Properties window closes.
7. Now start scanning using Button 7 (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.
80DocuMate 152 Scanner User’s Guide
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 T ouch
Button Panel.
Scanning
If the Hardware View of the panel is open you can also rightclick on the DM152 icon.
The Hardware Properties dialog box opens and shows
information about your Xerox DocuMate 152 scanner.
DocuMate 152 Scanner User’s Guide81
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.
82DocuMate 152 Scanner User’s Guide
Scanning with the TWAIN Interface from PaperPort
Scanning with the TWAIN
Interface from PaperPort
Instead of using the scanner buttons or the One Touch Button
Panel to scan, you can scan from the TWAIN interface. The
PaperPort application you received with your scanner uses the
TWAIN interface for scanning. This scanning method is p articularly
helpful when you’re using PaperPort to file and save scanned
items, or to adjust scanning settings prior to scanning.
A Note About Y our Scanner and the TW AIN st andard: TW AIN 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 152
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 “Configure Before Scan” on
page 61 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 CD.
DocuMate 152 Scanner User’s Guide83
Scanning with the TWAIN Interface from PaperPort
Scan iconFolders pane
Scan pane
If this Scan button is not active, see the
section on page 92 to setup your computer.
Click to select the
scanner.
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 ScanSoft PaperPort, then click PaperPort.
The PaperPort desktop opens.
2. Click the Scan icon on the PaperPort command bar.
The Folders pane (which shows folders for organizing your
scanned images) is replaced by the Scan pane.
84DocuMate 152 Scanner User’s Guide
Scanning with the TWAIN Interface from PaperPort
NOTE: If the Scan button at the bottom of panel is not availa ble
when you make a selection from the Scanner drop-down list,
your computer needs to be setup to use the scanner. See the
section “Setting Up PaperPort to Work with Your Scanner” on
page 92.
3. Click the Scanner drop-down arrow, and select TWAIN: Xerox
DocuMate 152 from the drop-down list.
NOTE: Please wait a few moments for your selection from the
drop-down list to become active. This delay only occurs the first
time you select from the list while PaperPort initializes the
scanner. Later on, selecting from the list happens right away.
4. In the “Scan what?” section, choose to scan a Document or
Photograph.
If you want to change the format of the scanned item’s file
name or file type before you start scanning, click Settings. The
default file type for documents is .pdf and the default for
photographs is .jpg. See the ScanSoft PaperPort User’s Guide
for more information about the PaperPort Settings.
5. When scanning documents, use the Create single page item s
check box as follows:
•When the check box is selected, all pages in the Automatic
Document Feeder are scanned, the TWAIN interface
closes, and each page is placed on the PaperPort Desktop
as an individual file.
•When the check box is not selected, the scanned pa ges are
not placed on the PaperPort Desktop until you indicate the
scanning job is finished by clicking Done on the TWAIN
interface then clicking Done on the PaperPort-Scan
window. Multiple pages are “stacked” on the PaperPort
Desktop. Please see the ScanSoft PaperPort User’s Guide
for more information about stacks.
6. The option Blank page is job separator is for when you load
several separate scanning jobs into the Automatic Document
Feeder at the same time. Insert a blank page between them
and each job will become a separate stack on the PaperPort
Desktop when scanning is finished.
Please see the ScanSoft PaperPort User’s Guide for more
information about this option.
DocuMate 152 Scanner User’s Guide85
Scanning with the TWAIN Interface from PaperPort
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 PaperPort TWAIN interface opens. You’re ready to start
scanning.
Scanning from the TWAIN Interface
The TWAIN interface lists the scanning options available with
your Xerox DocuMate 152 scanner.
The options on the Xerox DocuMate 152 TWAIN interface are:
86DocuMate 152 Scanner User’s Guide
Scanning with the TWAIN Interface from PaperPort
•Mode—Select a scanning mode:
Black&White to scan in black and white. The scanning
pixels are all the same size and are either black or white.
Use this setting for letters, memos, and other black and
white material. This scan mode produces the smallest file
size.
GreyScale to scan items such as documents containing
drawings or black and white photographs. The scanning
produces an image of up to 256 shades of gray. You can
also scan a color document to turn its colors into gray
shades. The file size is about one third that of a color scan.
Color to scan magazine articles, photographs, and other
color images in full color. 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. This option
determines the amount of detail you can see in the scanned
image. 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. Usually the higher resolution settings are used for
precision work, such as photographs or fine artwork.
•Brightness and Contrast—Sometimes an image 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. Increasing
or decreasing the brightness makes the scanned image
lighter or darker. Contrast refers to the difference between
the lighter and darker portions of the image. Increasing the
contrast emphasizes the difference between the lighter and
darker portions, decreasing the contrast de-emphasizes
that difference. Contrast is used in conjunction with
brightness.
•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, and the scan
area is the size of that photo.
When using the AutoCrop to Original option, always use the
paper guides on the scanner so the page is not skewed.
•Duplex—Scan both sides of the page. If this option is not
selected, the scanner will only scan the side of the page
facing down when you insert it into the scanner.
DocuMate 152 Scanner User’s Guide87
Scanning with the TWAIN Interface from PaperPort
The original with a red
watermark over black text.
The scanned item with the
red filtered out.
•Filter—The Filter is the ability of your scanner to
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. The Filter
option applies to Black&White or Greyscale Mode.
•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 Greyscale or Color
Mode at 200 dpi or less.
•Define page size—Click this option to activate the Define
button. Then click the Define button to see the Define p age size dialog box for selecting a specific page size.
Click Standard, click the menu arrow and choose a page
size from the list, or click Custom and enter the horizontal
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 mm
(millimeters), to toggle between them.
Click OK.
The currently selected page size appears in the middle of
the TWAIN interface on the lefthand side.
The Define page size option cannot be used with
AutoCrop to original.
88DocuMate 152 Scanner User’s Guide
Scanning with the TWAIN Interface from PaperPort
•AutoScan on document insertion—Your Xerox
DocuMate 152 scanner includes AutoLaunch technology
that senses when an item is inserted into the paper feed
and starts scanning immediately. Select this option to turn
on the AutoLaunch feature. The item is scanned with the
current settings on the TWAIN interface . If this option is not
selected, the scanner waits for you to click the Scan button.
1. Select the options you want from the TWAIN interface, then
load the documents with their tops into the Automatic
Document Feeder. To scan a single side, insert the documents
face down. To scan both sides, either side can be face up.
2. If the AutoScan feature is turned on, scanning begins.
If the AutoScan feature is not turned on, click the Scan button.
The scanner starts scanning and a progress box opens.
DocuMate 152 Scanner User’s Guide89
Scanning with the TWAIN Interface from PaperPort
A thumbnail image of the
scanned item appears on
the PaperPort desktop
The small icon represents
the file format, in this case
the .pdf format
3. If you are scanning multiple pages, click the Done button on
the TWAIN interface, and if you are using PaperPort click Done
on the PaperPort-Scan window.
If you are scanning a single page, the TWAIN interface closes
automatically.
When scanning is complete, the scanned images appear in the
TWAIN software. This example shows a thumbnail image of a
scanned page on the PaperPort Desktop.
90DocuMate 152 Scanner User’s Guide
Display the Device Configuration
1. Click the Xerox DocuMate 152 icon in the top right corner of
the TWAIN interface.
The Device configuration window opens and shows the
information about your scanner.
See the section “Checking the Hardware and Setting the Lamp
Power Saving” on page 81 for more information about the
device settings.
Scanning with the TWAIN Interface from PaperPort
DocuMate 152 Scanner User’s Guide91
Scanning with the TWAIN Interface from PaperPort
If this Scan button is not active,
you need to setup your scanner.
Setting Up PaperPort to Work with Your Scanner
When you select a scanning option from the Scanner drop-down
list, either TWAIN: Xerox DocuMate 152 or WIA: Xerox DocuMate 152 (Windows XP and Windows Vista only), the Scan
button at the bottom of the panel should become active. If it doesn’t
you need to set up PaperPort to work with your scanner.
NOTE: Setting up PaperPort is a one-time-only process for
each option from the Scanner drop-down list. Therefore, you
may have to set up PaperPort once each for TWAIN: Xerox DocuMate 152 and WIA: Xerox DocuMate 152. The setup
process, described below, is the same for each option. You will
not have to set up PaperPort again for either option unless you
uninstall the scanner and PaperPort software, then re-install
them.
92DocuMate 152 Scanner User’s Guide
Scanning with the TWAIN Interface from PaperPort
To set up PaperPort for your scanner:
1. From the Scanner drop-down list, select one of the options,
such as Twain: Xerox DocuMate 152.
2. Click the Setup button.
A window opens to begin the setup process.
3. Click Yes then click Next.
The next window offers you the option to run hardware
diagnostics.
4. Click Yes (recommended) then click Next.
DocuMate 152 Scanner User’s Guide93
Scanning with the TWAIN Interface from PaperPort
The next window is for checking the connection between your
scanner and the computer.
5. Click Next.
After the Setup Wizard checks the connections, the next
window is displayed. It has a series of setup options, but only
the Basic scan test is necessary because your scanner was
already tested and calibrated when you installed the One
Touch 4.0 software
6. If other tests are checked, click in their boxes to uncheck them.
7. Click Next.
94DocuMate 152 Scanner User’s Guide
Scanning with the TWAIN Interface from PaperPort
The TWAIN Interface opens.
NOTE: If you are setting up PaperPort for the WIA scanning
option, the WIA interface opens instead.
8. Insert a page into the scanner, face-down, and the Scan button
on the TWAIN Interface will become active.
9. Click the Scan button on the TWAIN interface.
The Setup Wizard runs the scan test.
A message window opens that says “Basic scan test passed.”
10. Click Next on the message window.
DocuMate 152 Scanner User’s Guide95
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