Xerox DocuMate 162 User Guide

DocuMate 162

scanner

user’s guide

DocuMate 162

scanner

user’s guide

copyright laws. XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license.

DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and product numbers mentioned in this publication are trademarks of Xerox Corporation.

The Visioneer brand name and logo are registered trademarks of Visioneer, Inc. The PaperPort® 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. QuickScan™ is a trademark and ISIS® is a registered trademark of Captiva Software Corporation. 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 against the law to copy the software on any medium except as specifically allowed in the licensing agreement. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to another language, for any purpose other than the licensee's personal use and as specifically allowed in the licensing agreement, without the express written permission of Visioneer.

Part Number: 05-0749-000a 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 162 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Step 4: Connect the USB Cable and Turn on the Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Additional Applications Available with Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

View the User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Register Your Scanner and Check for Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Table of Contents

Scanning

Loading Documents to Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Scanning from One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

The Default One Touch Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Scan from the One Touch Scanner Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Scan from the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Using the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Configuring the One Touch Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Selecting New Settings for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Creating a New Scan Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Editing or Deleting Scan Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Selecting Page Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Renaming a One Touch Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

Selecting Options for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

Setting Destination Application Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Configure Before Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Scanning with Optical Character Recognition (OCR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Scanning with sPDF or nPDF and Searching for Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50

Scan and Burn to a CD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Scanning with Event Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

Creating an HTML Web Page from Your Scanned Documents . . . . . . . . . . . . . . . . . . . . . . . . .53

Transfer to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Checking the Hardware and Setting the Lamp Power Saving . . . . . . . . . . . . . . . . . . . . . . . . . .58

Scanning with the TWAIN Interface

DocuMate 162 Scanner User’s Guide i

Table of Contents

Accessing the TWAIN Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Scanning from the TWAIN Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Display the Device Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Scanning with the WIA Interface

Fine Tuning Your Scans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Scanning with the ISIS Interface

Accessing the ISIS Interface in QuickScan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Maintenance

Clearing Paper Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Cleaning the Automatic Document Feeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Replacing the ADF Pad Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Replacing the Roller Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Status Light Troubleshooting Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75

Uninstalling Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Uninstalling the Scanner and One Touch Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Uninstalling the PaperPort and OmniPage Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

To Install Another Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Xerox DocuMate 162 Scanner Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .77

Xerox DocuMate 162 Scanner Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

Section 1: Safety Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Section 2: EMC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79

Section 3: Operational Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Section 4: Electrical Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Section 5: Emergency Power Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Section 6: Maintenance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Section 7: Product Safety Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Section 8: Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Section 9: Compliance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Section 10: Illegal Copies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Section 11: EH&S Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

ii DocuMate 162 Scanner User’s Guide

What’s in the Box

Xerox DocuMate162 Scanner

Power Supply

Output Tray

Replacement

ADF Pad

Power Cord

USB Cable

Installation Disc Quick Install Guide Technical

Support Card

Buttons

Label

Input Tray

Welcome

Your new Xerox DocuMate 162 scanner can quickly scan single-sided or double-sided stacks of paper 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 that all parts are included. If any items are missing or damaged, contact the dealer where you purchased the scanner.

DocuMate 162 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

Simplex / Duplex

One Touch Buttons

Paper Guides

The Xerox DocuMate 162 Scanner

Input tray—Holds documents in the scanner. Paper Guides—Adjust to fit the document width. ADF cover release—Opens the scanner door. Control Panel—One Touch scanning controls. Output tray—Holds documents after being fed throug h the scanner. Status light—Shows the scanner’s status. See “Status Light

Troubleshooting Codes” on page 75 for details. 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.

Simplex button—Press to scan a one-sided document. Duplex button—Press to scan a two-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 162 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 Pack 4), 32-bit Windows XP (Service Pack 1 and 2), 32-bit or 64-bit 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

Windows® operating system: Windows 2000 (Service

A VGA or SVGA Monitor

The recommended settings for your monitor are:

Documentation

• High Color (16-bit) or True Color (24-bit or 32-bit)

• Resolution set to at least 800 x 600 pixels

To set your monitor’s colors and resolution:

• Open the Windows Control Panel

• Double-click on Display then select the Settings tab

The following documentation is provided with your scanner:

• Quick Install Guide—Abbreviated installation instructions.

• Xerox DocuMate 162 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 162 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 162 scanner.

• If your computer has AntiVirus or AntiS pyware software running, you may encounter alerts or messages during installation asking you to allow the installation to proce ed. 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 installing your scanner, but if you do, make sure to turn it back on again when installation is finished.

• If you already have a scanner connected to your computer, it is recommended that you remove that scanner’s driver program prior to installing your Xerox DocuMate 162 scanner. If you previously had a Xerox or Visioneer desk top scanner you should uninstall that scanner drive r before proceedin g. 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 Account Control scr een asking you to confirm system changes. Click the Continue button to allow the installation to proceed.

4 DocuMate 162 Scanner User’s Guide

Step 1: Assemble the Scanner

Remove any foam particles from inside the scanner

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

1. Remove the scanner from its protective foam and plastic bag.

2. Open the ADF cover and carefully remove any foam particles that may have gotten inside it.

3. Align the tabs on the Input tray with the slots inside the scanner and slide the tray down into place.

Installation

4. Push the paper guide back until it snaps into place. Close the scanner cover. Flip the paper guide extension up so it is fully extended.

DocuMate 162 Scanner User’s Guide 5

Installation

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 162 Scanner User’s Guide

Step 2: Install the Software

All the software you need to use the scanner is on the installation disc.

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

2. Insert the installation disc into your computer's DVD-ROM drive.

The disc automatically starts and the Select Language window opens.

3. Select your language from the list of available languages.

Installation

The disc’s main menu opens in the language you selected.

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

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

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

To launch the disc manually:

• Open the Windows option fo r My Co mp ut er. 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 disc should now open.

If the menu does not open:

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

NOTE: The Scanner Readme file has late-breaking news about

your scanner. The Scanner Readme file is in HTML format and will

open in any standard browser.

DocuMate 162 Scanner User’s Guide 7

Installation

4. On the Main Menu, select Install Products.

5. Make sure the boxes for Nuance PaperPort are checked.

6. Click Install Now.

and Scanner Driver

8 DocuMate 162 Scanner User’s Guide

Installation

Installing PaperPort

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

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. Follow the instructions on screen to finish installing the PaperPort software.

5. At the InstallShield Wizard Completed window, click Finish. If a message window opens instructing you to restart your computer,

click Restart.

Installing the Scanner Driver

The scanner install will automatically launch after the PaperPort installation finishes.

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.

DocuMate 162 Scanner User’s Guide 9

Installation

4. The next window lists the choices of the dr ivers that you can inst all for your scanner.

5. Select the option you want, then click Next.

• 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 buttons to work. It also installs the TWAIN and ISIS drivers for scanning from within TWAIN and ISIS scanning applications.

• TWAIN and ISIS—The TWAIN and ISIS d river s are in stalled and

you can scan from within TWAIN and ISIS scanning applications. You will not be able to use the buttons on the scanner.

• TWAIN Only—The TWAIN driver is installed and you can scan

from TWAIN scanning applications only. You will not be able to use the buttons on the scanner.

• ISIS Only—The ISIS driver is installed and you can scan from

ISIS scanning applications only. You will not be able to use the buttons on the scanner.

NOTE: If your computer is running Windows XP or Windows Vista,

Microsoft’s Windows Image Acquisition (WIA) interface for scanning is always available, regardless of your selection on this window.

10 DocuMate 162 Scanner User’s Guide

Installation

6. During installation you will see this window asking you to select one of the images for the Color Space setting. Select the option that looks best to you and click Next.

The Color Space setting sets the gamma value for the scanner so scanned items look good on your monitor.

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 12.

DocuMate 162 Scanner User’s Guide 11

Installation

Step 3: Connect the Power Supply

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

NOTE: Only use the power supply included with your scanner.

Connecting any other type of power supply may damage your sca nner , and will void its warranty.

2. Plug the power cord into the power supply and into a wall outlet.

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

12 DocuMate 162 Scanner User’s Guide

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

USB

The Xerox DocuMate 162 scanner connects to any available USB port. Check your computer’s manual for USB port locations.

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.

If the plug does not attach easily, make sure that you are plugging it in correctly. Do not force the plug into the connection.

3. Turn on the power switch, located on the back of the scanne r to the left of the power port.

Installation

The status light comes on and flashes indicating that the scanner is receiving power.

If you are using Windows XP or Windows Vista, a nd 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-HISPEED 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 25 pages per minute, and 50 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.

If your computer is running Windows XP or Windows Vista, you will see a message similar to the following.

DocuMate 162 Scanner User’s Guide 13

Installation

4. When you’re certain that the software has completely loaded, return to the “Complete the installation by connecting your hardware” window. Click OK.

Y o u can also click More to see a quick overview about accessin g and navigating the One Touch Button Panel.

The scanner’s status light is blue when the scanner and computer are communicating properly.

5. Click Close on the Inst allation Complete window to close and exit the software installer.

14 DocuMate 162 Scanner User’s Guide

Additional Applications Available with Your Scanner

Your scanner includes free, additional applications as described in the following table.

1. Return to the disc’s Main Menu and click Install Products.

2. Select the additional applications you want to inst all, then click Install Now.

Installation

3. Follow the instructions on the screen to install each of the additional products.

Software About the Software

Adobe

Acrobat

Reader

NewSoft Presto!

BizCard

Adobe Acrobat Reader is a stand-alone application that you use to open, view, search, and print PDF files. This application is located on the disc in the User Guides section.

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

OmniPage Pro provides precision OCR analysis, advanced layout detection, and Logical

Pro

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, an d you can use its tools to print to PDF.

QuickScan™ QuickScan is a stand-alone, out-of-the-box imaging solution that provides all the

necessary capabilities for high-speed scanning, image enhancement, viewing, annotation, printing and storing images. It uses an ISIS-certified driver for scanning and includes flexible job separation and barcode recognition. The Demo version lets you try the application.

DocuMate 162 Scanner User’s Guide 15

Installation

View the User Guides

1. Return to the Main Menu window and click User Guides.

The User Guides are in Adobe® Acrobat® PDF format. 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 inst alled, 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.

2. Click the name of a User Guide you want to view and it will open in Acrobat Reader. Use the Acrobat Reader Save command to save that User Guide on your computer.

The SharePoint Mini-Guide has information about a 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 in One Touch.

The One Touch VRS Mini-Guide has information about a feature in the One Touch 4.0 software to use VRS when scanning. This brief Mini-Guide 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 the OmniPage module in the One Touch 4.0 softwa re. This brief MiniGuide 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 installation disc and store it in a safe place.

That’s it! Installation is finished and your Xerox DocuMate 162 scanner is ready to scan.

16 DocuMate 162 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.

4. After receiving your RegID, write it down on a piece of paper an d keep it with your scanner so you will be able to find it easily.

DocuMate 162 Scanner User’s Guide 17

Scanning

If you selected the recommended Full Install option for your scanner’s driver (see page 10), then you have several different scanning options with your Xerox DocuMate 162 scanner. Each method scans equally well, so use the one with appropriate options for the item you are scanning.

• One Touch Scanner Buttons—When you press either the Simplex or Duplex button, documents are scanned using the scan settings indicated by the LED number. The scanned images are then sent to a software application on your computer. See “Scan from the One Touch Scanner Buttons” on page 21.

• One Touch Button Panel—Use this option to scan from the computer screen. Scanning from on-screen One Touch Button Panel is the same as pressing a scanner button, except you click an icon that represents the scanner button. See “Scan from the One Touch Button Panel” on page 22.

• TWAIN Interface—The TWAIN interface is for scanning from various programs on your computer. The TWAIN interface can be access from the PaperPort software, as well as from other programs such as Microsoft Word. See “Scanning from the TWAIN Interface” on page 61.

• Windows Image Acquisition (WIA) Interface—If your computer is running Windows XP or Windows Vista, you can use this option to scan with the Microsoft WIA interface. See “Scanning with the WIA Interface” on page 65.

• ISIS Interface—This option uses the ISIS interface for scanning. The ISIS interface for each application varies depending on the application. See “Scanning with the ISIS Interface” on page 68.

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Loading Documents to Scan

When you press either the Simplex or Duplex button, documents are scanned using the scan settings indicated by the LED number. The scanned images are then sent to a software application on your computer.

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.

1. Adjust the paper guide for the width of p aper , and make sure the inp ut and output trays are fully extended.

Scanning

2. Load the documents face down with the top of the pages inserted into the Automatic Document Feeder.

DocuMate 162 Scanner User’s Guide 19

Scanning

Press the Function button to cycle through the 9 One Touch scanning options.

Click these arrows to cycle through the 9 One Touch scanning options.

Scanning from One Touch

One Touch is your main scanning interface for using the scanner. The One Touch functions on the scanner mirror the One Touch Button Panel on screen.

The Default One Touch Settings

Based on the recommended installation of PaperPort and the scanner driver, you r scanner is pre-configured to scan items for various basic tasks, such as email or fax, then send the scanned im age to a Destination Application. The button names, such as PDF, eMail or Fax, indicate the original factory settings for the Destination Application assigned to a button.

You can change any of these settings. Please see “Configuring the One Touch Buttons” on page 24 for instructions.

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. The email application will default to the email program specified in the internet options of Internet Explorer.

A folder icon for a button means that the button is set up to archive the scanned item. The scanner sends the scanned image directly to a folder without opening the image first in a Destination Application.

A question mark for a button means your computer does not have the appropriate software or hardware for the initial factory settings. In that case, you would probably want to change the name and Destination Application to something else.

If PaperPort, OmniPage or One Touch OmniPage is not inst alled, then the options for sending to word processing applications such as Microsoft Word will not be available.

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

computer’s Windows setup of United States or Metric Units.

• If United States is the selected measurement, the default page size in each profile will be based on the United States standard page sizes such as 8.5” x 11”.

• If Metric is the selected measurement, the default page size in each profile is based on the ISO 216 standard and the majority of the profiles will default to A4.

20 DocuMate 162 Scanner User’s Guide

Scan from the One Touch Scanner Buttons

Press the Function button to cycle through the scan settings to select the one you want.

The current One Touch scan function.

Pressing a scanner button scans the item and sends the image to the Destination Application associated with the selected function LED number.

1. Load the documents face down with the top of the pages inserted into the Automatic Document Feeder.

2. Press the function button to select the scan setting you want.

3. To scan a one-sided document, press the Simplex button. To scan a two-sided document, press the Duplex button.

Scanning

DocuMate 162 Scanner User’s Guide 21

4. A scan progress window opens and the image(s) are sent to the selected application from the One Touch utility. In this example the Destination Application is the PaperPort desktop.

Scanning

The One Touch Icon

Click these arrows to navigate through the nine buttons.

Click the button you want to use to scan.

Scan from the One Touch Button Panel

Scanning from the button panel on your computer’s screen works like pressing a button on the scanner. The scanner scans the item, then sends the image to the Destination Application indicated by the button’s icon.

1. Load the documents face down with the top of the pages inserted into the Automatic Document Feeder.

2. 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.

3. Click the button you want to use to scan.

4. A scan progress window opens and the image(s) are sent to the selected application from the One Touch utility. In this example the Destination Application is the PaperPort desktop.

22 DocuMate 162 Scanner User’s Guide

Using the One Touch Button Panel

The Button View

The Hardware View The Detail View

The Title Bar

The One Touch Button Panel is your on-screen set of controls for the scanner. Form the panel you can access the hardware settings for your scanner and configure the One Touch buttons.

Click on the One Touch icon to open the panel.

The Title Bar

Scanning

• Green arrows—click to cycle through the panel’s 3 views.

• Scanner icon—click to open the scanner’s hardware properties.

• Red “X”—click to close the One Touch panel.

The Button View

• Left-click on a Destination Application icon to start scanning.

• Right-click on a Destination Application icon to open the One Touch Properties.

The Detail View

• Left-click on a Destination Application icon to start scanning.

• RIght-click on a Destination Application icon to open the One Touch Properties.

• Double-Click on the detailed information to open the One Touch Properties.

The Hardware View

• Left-click on the scanner icon to return to the Button view.

• Right-click on the scanner icon to open the scanner’s hardware properties.

NOTE: You can also open the One Touch Properties by pressing on a

scanner button, holding the button down for at least 3 seconds, then releasing the button.

DocuMate 162 Scanner User’s Guide 23

Scanning

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

Configuring the One Touch Buttons

When you installed the scanner, the software configured each One Touch button with appropriate settings consisting of: Destination Application, a Scan Configuration, and a File Format.

1. Click the One Touch icon.

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

3. The One Touch Properties window opens for that button.

The One Touch Properties window also opens when you press, hold down, and release the Simplex or Duplex button on the scanner.

NOTE: Grayed out options in the One Touch Properties window are

not appropriate for your scanner model.

Changing a Button Setting

1. Click on an application name in the Select Destination list.

2. Select a file format in the Select Format panel.

3. Select a scanning configuration in the Select Configuration list.

4. Click on OK to save the changes.

5. Click on the button that you made the changes for.

6. The scanner starts scanning and sends the image to the application, with the file format and scanning configuration you specified.

The next section contains detailed information on making changes in the One Touch Properties window.

24 DocuMate 162 Scanner User’s Guide

Selecting New Settings for a Button

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.

Select the application you want One Touch to send the scanned image to.

The One Touch Properties window is where you can select new settings for the buttons. The button number in the upper-left corner of the One Touch Properties window corresponds to the 9 functions on the scanner.

For each of the 9 One Touch functions, you ca n select a new Destination Application, Scan Configuration, File Format, and rename the button.

Scanning

DocuMate 162 Scanner User’s Guide 25

The settings on the One Touch Properties window are: LED Number—Click the up or down arrow to cycle through the 9

One Touch options. Select Destination—The list of Destination Applications that One Touch

can send a scanned image to so that this application opens immediately after scanning is complete.

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 processing text.

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