Xerox DocuMate 152 User Guide

DocuMate 152
scanner
user’s guide
DocuMate 152
scanner
user’s guide
Copyright © 2007 Visioneer, Inc. Reproduction, adaptation, or translation without prior written permission is prohibited , except as allowed under the
copyright laws. XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license.
DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and product numbers mentioned in this publicati on are trademarks of Xerox Corporation.
The Visioneer brand name and logo are registered trademarks of Visioneer, Inc. The PaperPort and OmniPage Pro brand names and logos are registered trademarks of Nuance Communications, Inc. 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.
Microsoft is a U.S. registered trademark of Microsoft Corporation. Windows is a trademark and SharePoint® is a registered trademark of Microsoft Corporation. ZyINDEX is a registered trademark of ZyLAB International, Inc. ZyINDEX toolkit portions, Copyright © 1990-1998, ZyLAB International, Inc. All Rights Reserved. All other products mentioned herein may be trademarks of their respective companies.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer. The software described is furnished under a licensing agreement. The software may be used or copied only in accordance with the terms of such an agreement. It is agai nst the law to copy the sof tware on any mediu m except as spe cificall y allowed in the licensing agreement. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to another language, for any purpose other than the licensee's personal use and as specifically allowed in the licensing agreement, without the express written permission of Visioneer.
Part Number: 05-0692-300 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.
Welcome
What’s in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The Xerox DocuMate 152 Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
What You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3
Installation
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
Step 1: Assemble the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Step 2: Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Step 3: Connect the Power Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Step 4: Connect the USB Cable and Turn on the Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Additional Applications Available with Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
View the User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Register Your Scanner and Check for Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Table of Contents

Table of Contents
Scanning
Load and Scan Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Check the Scan Settings Before Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
Scan from the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Using the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
The Default One Touch Settings on Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Configuring the One Touch Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
About the One Touch Properties Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Selecting New Settings for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
Setting Destination Application Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Selecting Document and Page Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Renaming a One Touch Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Selecting Options for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Creating a New Scan Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Editing or Deleting Scan Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Configure Before Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Scanning with Optical Character Recognition (OCR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Scanning with sPDF or nPDF and Searching for Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Scan and Burn to a CD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68
Scanning with Event Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70
Creating an HTML Web Page from Your Scanned Documents . . . . . . . . . . . . . . . . . . . . . . . . . 72
Transferring Scanned Documents to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
Checking the Hardware and Setting the Lamp Power Saving . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Scanning with the TWAIN Interface from PaperPort
DocuMate 152 Scanner User’s Guide i
Table of Contents
Accessing the TWAIN Interface from PaperPort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .84
Scanning from the TWAIN Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .86
Display the Device Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91
Setting Up PaperPort to Work with Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92
Scanning with the WIA Interface
Fine Tuning Your Scans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
Maintenance
Clearing Paper Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Cleaning the Automatic Document Feeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102
Replacing the ADF Pad Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Replacing the Roller Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107
Status Light Troubleshooting Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110
Uninstalling Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Uninstalling the Scanner and One Touch Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Uninstalling the PaperPort and OmniPage Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
To Install Another Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113
Xerox DocuMate 152 Scanner Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114
Xerox DocuMate 152 Scanner Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
It’s Illegal in the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
It’s Illegal in Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Federal Communications Commission (FCC) for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119
Energy Star for the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
RoHS and WEEE Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Product recycling and disposal for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121
ii DocuMate 152 Scanner User’s Guide

What’s in the Box

Xerox DocuMate152 Scanner
Power Supply
Output Tray
Replacement
ADF Pad
Power CordUSB Cable
Installation DVD Quick Install Guide Technical
Support Card
Buttons
Label
Input Tray

Welcome

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 Guide 1
Welcome
Input Tray
Output tray
ADF cover release
Power switch
USB port
Power jack
Status light LED 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.
2 DocuMate 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:
Quick Install Guide—Abbreviated installation instructions.
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 Guide 3

Installation

Before You Begin

Installation
Installation is a quick, four-step process:
1. Assemble the scanner
2. Install the software
3. Connect the power supply
4. Connect the USB cable and turn on the power
Please make sure of the following before you begin installation:
The information in this guide may cover software not provided with the scanner you purchased. 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.
4 DocuMate 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 Guide 5
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.”
6 DocuMate 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 Guide 7
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.
8 DocuMate 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 Welcome window, 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 Customer Information window, accept the current values or enter new information, then click Next.
5. On the Setup Type window, keep the default Setup Type and click Next.
6. Click Install to begin the installation. Reminder: If your computer is running an AntiVirus or
AntiSpyware application, you may see messages asking you to allow installation. Select the option to allow installation to proceed 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 Guide 9
Installation
Note: Some of the options listed in this window may not be available when you purchase your scanner.
Please visit our web site at: www.xeroxscanners.com for the latest updates.
The 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.
10 DocuMate 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 Guide 11
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.
12 DocuMate 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 Guide 13
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.
14 DocuMate 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 Guide 15
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.
16 DocuMate 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 Guide 17
Installation
Software About the Software
4. On the window shown above, click in the boxes of the other software you want to install, and click Install Now. Follow the instructions on the screen to install each of the additional products.
Adobe® Acrobat
Reader
®
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.
18 DocuMate 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 Guide 19
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.
20 DocuMate 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 Guide 21

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 ButtonsWhen 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.
22 DocuMate 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 Guide 23
Scanning
3. Check the LED number to make sure you’re using the scan setting you want.
To choose a new scan setting, press the 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.
24 DocuMate 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 Guide 25
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.
26 DocuMate 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 Guide 27
4. To cycle through the nine buttons, click the arrows on the right side of the panel.
Scanning
The Button View
The Hardware View The 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.
28 DocuMate 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.
DocuMate 152 Scanner User’s Guide 29
Scanning

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.
Destination
Button Name
1 Scan PaperPort Black&White @ 200dpi Duplex 2 PDF PaperPort Black&White @ 200dpi Duplex
Application Preconfigured Settings
3 Print Prin ter Black&White @ 4
eMail eMail
Black&White @ 200dpi Simplex
200dpi Simplex
Application
5 Fax Fax
Black&White @ 200dpi Simplex
Application
6OCRMicrosoft
Black&White @ 300dpi Duplex
Word
7 Archive Transfer to
Black&White @ 300dpi Simplex
Storage
8CustomMicrosoft
Color @ 100dpi Simplex
Paint
9 Paint Microsoft
Color @ 300dpi Simplex
Paint
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.
30 DocuMate 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 Guide 31
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.
32 DocuMate 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
Color GrayscaleBlack and White
Configure Before Scan
These icons next to each scan configuration indicate the scanning mode.
NOTE: Use Configure Before Scan if you want to set the
scanning mode manually before scanning. See “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 buttonsOK 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.
DocuMate 152 Scanner User’s Guide 33
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.
34 DocuMate 152 Scanner User’s Guide
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.
DocuMate 152 Scanner User’s Guide 35
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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Scanning
PaperPort Properties
These properties apply to PaperPort, and are for designating the folder to receive your scanned items.
1. Select the PaperPort folder where you want the file of the scanned image to be located.
2. Click OK.
3. Click OK or Apply on the One Touch Properties window. When PaperPort opens after you finish scanning, the
thumbnails of your scanned documents are on the Desktop in that folder.
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Scanning
Text Documents Properties
These properties apply to Microsoft Word, Microsoft Excel®, and the other applications indicated by their icons in the list. The properties apply to the Optical Character Recognition (OCR) settings for the applications.
1. Click in the OCR settings boxes for the options you want. The options will apply to all the applications in the group. Always send a file, even when no text was found—The
scanned file is sent to the OCR reader even if the image does not appear to contain text. This could occur if you scanned a photograph with a One Touch button set for text applications.
Show message if text recognition failed—A message will open on the screen if the OCR reader does not detect text in the image.
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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.
DocuMate 152 Scanner User’s Guide 39
Scanning
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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Scanning
Storage Properties
These properties apply to the Destination Application named Transfer to Storage. If a CD burner is attached to your computer, and your computer is running Windows XP or Windows Vista, you also use this dialog box to start the Burn to CD process. See the section “Scan and Burn to a CD” on page 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.
DocuMate 152 Scanner User’s Guide 41
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 Formats Text 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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Scanning
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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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.
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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.
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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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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.
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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.
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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.
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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.
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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.
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Original Image Inverted 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.
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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.
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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.
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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.
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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.
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The Storage Options Tab (Archive)
A Storage Options tab is on the Scan Configurations dialog box when the Destination Application is Transfer to Storage. You use the options on this tab to select where to save your scanned items for storage when scanning with that particular Scan Configuration.
NOTE: The selections on the Storage Options tab override the
Storage Properties options. This means that you can create separate Scan Configurations to store scanned items at various locations.See “Storage 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.
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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.
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3. To delete the configuration, click the Delete button.
NOTE: If the Delete button is not available, the selected
configuration is locked and cannot be deleted. You must first click the Edit button and unlock the configuration, as explained in the next steps.
4. To edit the configuration, click the Edit button. The Scan Configuration Properties dialog box opens for that
configuration. You can make changes to a configuration, but for the changes
to be saved, the configuration must first be unlocked.
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Click the 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.
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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.
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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.
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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.
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Canceling a Configure Before Scan
To cancel a scan after scanning has begun:
1. Click on the Cancel button in the scanning progress window.
2. The following window will open asking you if you want to cancel the entire job.
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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.
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Scanning with Optical Character Recognition (OCR)

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

If you have a CD burner attached to your computer, you can scan directly from your scanner onto a CD. This feature is available only on computers running Windows XP or Windows Vista.
To scan and burn to a CD:
1. Put a blank CD into your computer’s CD Drive.
2. Open the One Touch Properties window.
3. Using the arrows, choose a button to use for scanning and burning to a CD.
4. Select Burn to CD as the Destination Application.
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,
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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.
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Scanning with Event Forwarding

If you want to specify an application to use for scanning at the start of the process, you can use event forwarding. The scanner will feed in the first page, but will then stop until you select the application to use. After you select the application, its interface will open and you can use it to continue with the scanning.
To scan with event forwarding:
1. Open the One Touch Properties window.
2. Using the arrows, choose a button to use for the event forwarding.
If the button does not have Still Image Client as a Destination Application, click the Options tab, select Sti event forwarding, then click Apply.
3. Select Still Image Client as the Destination Application. Note that you cannot choose a page format for this option
because the actual Destination Application is not selected until after the scanner feeds in the first page of your document.
4. Choose a Scan Configuration.
5. Click OK. The One Touch Properties window closes.
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6. Start scanning using the button you selected for event forwarding.
A dialog box opens for you to select the application to use for scanning.
7. Select the application in the box and click OK. Now the application you selected opens and you can continue
scanning using the application’s TWAIN interface.
Scanning
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Scanning
Choose HTML

Creating an HTML Web Page from Your Scanned Documents

If you scan a document, whether a single page or multiple pages, you can have the pages converted directly to HTML formatted pages for posting directly to your web site. Those pages are then viewable by visitors to your web site without the need for any internet plug-ins or other special processing. This is, essentially, from your scanner to a web-ready format in one automatic step.
To scan and create an HTML web page:
1. Open the One Touch Properties window.
2. Using the arrows, choose a button that has Microsoft Explorer as one of its Destination Applications, such as Button 8 (Custom).
If the button does not have Microsoft Explorer as a Destination Application, click the Options tab, select Text editing applications (i.e. Word), then click Apply.
3. Select Microsoft Explorer as the Destination Application.
4. Choose HTML as the 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.
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7. Now on the One Touch Button Panel, click Button 8 (Custom) (or if you used another button, click it).
When scanning is finished, the document is first converted to editable text using the OCR process, then is converted into an HTML format. Microsoft Internet Explorer then opens showing your converted page.
NOTE: Depending on the complexity of the document, its
conversion to the HTML format may take a few moments.
8. Choose Save As from the Internet Explorer File menu, give the page a name, and save it in the location you use for your web page files.
You may also want to write down the address shown in the Address bar to make sure you’ll know where to find your new HTML page later on.
9. You can now use Microsoft Internet Explorer or other application to post the document to your web page as you would any other HTML page.
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Click the arrows until Button 7 is on the panel, then click it.
Your scanned documents will be stored at the location you specified on the One Touch 4.0 Link Properties window.

Transferring Scanned Documents to 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.
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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.
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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.
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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.
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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.
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To Transfer Documents to a Server or Mapped Drive
Select a mapped drive or server as indicated by the icon.
When selecting the storage location for scanned documents, you can select a local folder, or a folder on a server or mapped drive.You select a mapped drive using the Browse button.
1. See “Scanning to Multiple Archive Folders” on page 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.
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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.
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Checking the Hardware and Setting the Lamp Power Saving

The Hardware icon
1. Right-click on the One Touch icon and choose Show Hardware from the pop-up menu.
You can also click the scanner icon at the top of the One 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.
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Scanning
2. Click the Properties button.
Your scanner has a built-in power saving feature that is set to power down after 15 minutes of idle time. You can change the time before the scanner powers down, from 1 minute to a maximum of 10 hours.
3. Click the arrows for the Lamp timeout setting and choose a time setting.
To turn the lamp on and off manually without turning off power to the scanner, click the Lamp On or Lamp Off buttons.
To return the scanner to its factory settings, click Reset Device.
4. Click OK to save the changes and close the dialog box.
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Scanning with the TWAIN Interface from PaperPort

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.
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Scan icon Folders 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.
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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.
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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:
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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