Xerox DocuMate 262 User Manual

DocuMate 262
scanner
user’s guide
DocuMate 262
scanner
user’s guide
opyright ©
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 are used under license. DocuMate is a trademark of Xerox Corporation used under license. All other Xerox product names and product numbers mentioned in this publication are trademarks of Xerox Corporation.
The Visioneer brand name and logo are registered trademarks of Visioneer, Inc. The PaperPort brand name and logo are registered trademarks of ScanSoft, Inc.
Microsoft is a U.S. registered trademark of Microsoft Corporation. Windows is a trademark of Microsoft Corporation. TextBridge is a registered trademark of ScanSoft, Inc. 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: 05-0659-000
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.
oneer, Inc.
Welcome
What’s in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The Xerox DocuMate 262 Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
What You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Installation
Step 1: Assemble the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 2: Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Step 3: Connect and Power On the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Step 4: Connect the USB Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Register Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Table of Contents

Table of Contents
Scanning
Load and Scan Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Check the Scan Setting Before Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Scan from the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Using the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
The Default One Touch Settings on Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Scanning from Other Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Configuring the One Touch Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
About the One Touch Properties Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Selecting New Settings for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Setting Destination Application Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Selecting Page Format Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Renaming a One Touch Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Selecting Options for a Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Creating a New Scan Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Editing or Deleting Scan Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Configuring Before Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Scanning with Optical Character Recognition (OCR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Scanning with sPDF or nPDF and Searching for Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Scan and Burn to a CD . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Scanning with Event Forwarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Creating an HTML Web Page from Your Scanned Documents . . . . . . . . . . . . . . . . . . . . . . . . . 58
Transferring Scanned Documents to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Checking the Hardware and Setting the Lamp Power Saving . . . . . . . . . . . . . . . . . . . . . . . . . . 62
DocuMate 262 Scanner User’s Guide iii
Table of Contents
Scanning from PaperPort
Scanning from the Basic Interface or Advanced Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Scanning from the Basic Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Scanning from the Advanced Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Adjusting the Image with the Advanced Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Adjusting the Brightness and Contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Adjusting Gamma, Saturation, and Color Hue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Adjusting Input Size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Creating a New Advanced Interface Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Scanning with the Windows Image Acquisition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Scanning with the ISIS Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Adjusting the ISIS Scan Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89
Scanning from ISIS in Other Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Maintenance
Cleaning the Automatic Document Feeder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
Clearing Paper Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Replacing the ADF Pad Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Status Light Troubleshooting Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Uninstalling Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Step 1: Uninstalling the Scanner and One Touch Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Step 2: Uninstalling the PaperPort Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Xerox DocuMate 262 Scanner Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Xerox DocuMate 262 Scanner Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
It’s Illegal in the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
It’s Illegal in Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Federal Communications Commission (FCC) for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Energy Star for the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Product recycling and disposal for USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
iv DocuMate 262 Scanner User’s Guide

What’s in the Box

Welcome

Your new Xerox DocuMate 262 scanner can quickly scan single­sided or double-sided stacks of color and black-and-white documents and place their images on your computer.
Before proceeding, check the contents of the box. If items are missing or damaged, contact the dealer where you purchased the scanner.
DocuMate 262 Scanner
Two CDs
Disc 1 and Disc 2
Power CordUSB Cable
Guide
Paper Guide Output Tray
Power Supply
Buttons
Label
Quick Install GuideUser’s
Replacement
ADF Pad
Technical
Support Card
DocuMate 262 Scanner User’s Guide 1
Welcome

The Xerox DocuMate 262 Scanner

ADF cover release
Paper guide
LED Number Destination Selector button
Simplex button
Duplex button
Status light
Output tray
Power switch
Power jack
USB port
Paper guide—Holds documents in place. Adjusts to fit the document width.
LED Number—Shows the current scan setting for the Simplex and Duplex scanning buttons. A scan setting includes resolution, file type, brightness, color or black and white, destination, and so on.
Destination Selector button—Selects the scan setting for the Simplex and Duplex buttons. Press to cycle through the nine settings.
Simplex button—Press to scan a one-sided document.
Duplex button—Press to scan a two-sided document.
Status light—Shows the scanner’s status. A rapidly flashing green
light indicates the scanner is preparing to scan. A steady green light indicates the scanner is available to scan. Refer to the Troubleshooting section for additional details.
Output tray—Holds documents after scanning through the automatic document feeder (ADF).
ADF cover release—Opens the cover on the ADF.
Power switch—On/Off power switch.
Power jack—Connects the power cord to the scanner.
Universal Serial Bus (USB) port—Connects the scanner to the
computer.
2 DocuMate 262 Scanner User’s Guide

What You Need

Welcome
An IBM-compatible PC with:
A CD-ROM drive
An available Universal Serial Bus (USB) port
A Pentium II (or higher) processor or equivalent
Microsoft Windows operating system: 2000 (Service Pack 4), ME, or XP (Service Pack 1 and 2)
Available megabytes (MB) of internal memory (RAM):
128 MB for Windows 2000 or ME
256 MB for Windows XP
200 MB minimum of free hard disk space
A VGA Monitor
Recommended settings for your monitor are as many colors as possible—High Color (16-bit), True Color (24-bit or 32-bit). Set the resolution to at least 800 by 600 pixels.

Documentation

To set your monitor’s colors and resolution, open the Windows Control Panel, double-click Display, and then click the Settings tab.
Your scanner is delivered with the following documentation:
Quick Install Guide—abbreviated installation instructions.
DocuMate 262 Scanner User’s Guide—on the Installation CD; contains detailed installation, scanning, configuration, and maintenance information.
ScanSoft PaperPort User’s Guide—on the Installation CD; contains detailed feature and configuration information.
Online Help—for the scanner configuration, Basic Interface, Advanced Interface, and PaperPort software applications.
DocuMate 262 Scanner User’s Guide 3

Installation

Installation
Installation is a quick, four-step process:
1. Assemble the scanner
2. Install the software
3. Connect and power on the scanner
4. Connect the USB cable to your computer

Step 1: Assemble the Scanner

To assemble the scanner:
1. Remove all shipping tape from the top and bottom of the scanner.
2. Carefully remove the protective foam from the ADF cover release, then press the release and open the automatic document feeder cover.
ADF Cover Release
3. Carefully remove any foam particles that may have gotten inside the document feeder, and close the cover.
4 DocuMate 262 Scanner User’s Guide
Installation
4. Align the slots on the paper guide with the ridges on the scanner and slide it down until it snaps into place.
5. Insert the pins on each side of the output tray into the holes on the scanner.
6. Flip open the extension on the output tray so it is fully extended.
7. Proceed to “Step 2: Install the Software.”
DocuMate 262 Scanner User’s Guide 5
Installation

Step 2: Install the Software

NOTE: The software is on the two CD’s you received with your
scanner. Please be sure to install from Disc 1 first.
To install the software:
1. Start Microsoft Windows and make sure no other applications are running.
2. Insert Disc 1 into your computer’s CD-ROM drive.
The CD automatically starts.
NOTE: If the CD does not start, check the following:
Make sure you have inserted Disc 1.
Make sure the CD drive’s door is completely shut.
Open Windows Explorer and double-click the icon for your CD-ROM drive. From the list of files on the CD, double-click the file named START32.EXE.
3. On the installation menu, select Install Products.
6 DocuMate 262 Scanner User’s Guide
Installation
4. Click in the boxes for Scansoft PaperPort, Scanner Driver, and OmniPage Pro 12.
NOTE: The OmniPage Pro 12 software is required for
installation. It provides extensive Optical Character Recognition (OCR) capabilities to your scanner as well as a special format for searchable PDF files (known as sPDF).
5. If you want to also install the other software, click their boxes as well.
If you install the Kofax VRS software, you may see the following message.
Please disregard this message and click OK. The Kofax VRS Certified ISIS driver is installed correctly when you install your Xerox DocuMate 262 scanner.
Click Install Now.
6. On the PaperPort 9.0 Welcome window, click Next.
Installing PaperPort 9.0 will uninstall any previous, existing version of PaperPort and install PaperPort 9.0 while retaining all of your PaperPort files.
7. On the License Agreement window, read the ScanSoft license agreement. If you accept the terms, select I accept the terms in the license agreement, and then click Next.
DocuMate 262 Scanner User’s Guide 7
Installation
8. On the Customer Information window, accept the current values or enter new information, and then click Next.
9. On the Setup Type window, click Next.
10. Click Install to begin the installation.
11. On the Product Registration window, do one of the following:
•Select Register online, click OK, and then follow the
registration instructions.
•Select Print registration form, click OK, and then follow
the instructions to complete and print the registration form.
•Select Remind me in 7 days and click OK.
12. If a message window opens instructing you to restart your computer, click Restart.
13. At the Installshield Wizard Completed window, click Finish.
14. On the Welcome to the One Touch 4.0 Setup Wizard window, click Next.
15. On the Xerox License Agreement window, read the license agreement. If you accept the terms, select I Agree, and click Next.
16. On the Confirm Installation window, click Next.
17. When you see the “Complete the installation by connecting your hardware” window, STOP. Do NOT click OK yet. Leave the window open and proceed to the next section, “Step 3: Connect and Power On the Scanner”.
8 DocuMate 262 Scanner User’s Guide

Step 3: Connect and Power On the Scanner

Connect the power supply and power cord, and then turn the power on.
To connect your DocuMate 262 scanner:
1. Plug the power supply into the power port on the scanner.
Installation
NOTE: Only use the power supply (SA60-24 made by Sino-
American) 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.
3. Turn on the power switch, located on the back of the scanner to the left of the power port.
The status light comes on and flashes indicating that the scanner is receiving power.
Now proceed to the next section, “Step 4: Connect the USB Cable.”
DocuMate 262 Scanner User’s Guide 9
Installation

Step 4: Connect the USB Cable

The DocuMate 262 scanner connects to any available USB port. Check your computer’s manual for USB port locations.
NOTE: You can connect the scanner to your computer while the
computer is running. You do not have to shut down your computer.
1. Plug the USB cable into the USB port on the scanner and then into a USB port on the computer. The ports are identified with the USB symbols.
USB
You can also connect the scanner to a USB port on the computer’s keyboard if it has one, or to a USB hub. If you use a USB hub, it must have its own power supply already plugged into an electrical outlet.
NOTE: If you have not installed the software, unplug the USB
cable from the computer and install the software now. When the software installation is complete, a message tells you to connect the scanner.
If you are using Windows XP and have plugged the USB cable into a USB 1.1 port, an information bubble may open explaining that “A HI-SPEED USB device is plugged into a non-HI-SPEED USB hub”. Plug the USB cable into a USB 2.0 port (if available) or just disregard the message. If you leave it plugged into the USB 1.1 port, your scanner may scan a bit slower than the 33 pages per minute, and 66 images per minute available with a USB 2.0 port.
10 DocuMate 262 Scanner User’s Guide
Installation
Your computer recognizes that a scanner has been plugged into the USB port and automatically loads the appropriate software to run the scanner.
2. When the software is finished loading, return to the “Complete the installation by connecting your hardware” window and click OK to complete the installation process.
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.
3. Click Close on the Installation Complete window.
4. When installation is finished, restart your computer.
5. If you selected additional software to install from the CD, leave the CD in the CD drive and restart your computer after the additional software installation has completed.
If you removed the CD from the CD drive and want to install other software, reinsert the CD into the drive.
In addition to installing the other software from the CD, you can also view and print the User Guides.
DocuMate 262 Scanner User’s Guide 11
Installation

Register Your Scanner

Registering your scanner is very important because 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 System Tray
2. Choose Check for Online Updates from the pop-up menu.
(at the bottom right corner of the screen).
The One Touch Icon
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.
The Serial Number
After registration is complete you will receive an email message with your RegID.
Your RegID is very important because you will need it when accessing free telephone support, or checking for online updates.
4. Write down your RegID below so you will always know where to find it.
RegID:_________________________________
12 DocuMate 262 Scanner User’s Guide

Scanning

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.

Load and Scan Documents

1. Make sure the output tray is fully extended, and adjust the paper guide for the width of paper.
Scanning
NOTE: Remove any staples or paper clips from the documents
before loading them into the automatic document feeder. Staples and paper clips can damage the feed mechanism.
2. Load the documents with their tops into the automatic document feeder.
For Simplex (one-sided) scans, load the documents face down.
For Duplex (two-sided) scans, the documents can be face up or down because both sides are scanned.
DocuMate 262 Scanner User’s Guide 13
Scanning
3. Check the LED number to make sure you’re using the scan setting you want.
To choose a new scan setting, press the Destination Selector button.
The current scan setting. See “Check the Scan Setting Before Scanning” on page 15 to check the settings.
Press the Destination Selector to cycle through the scan settings to select the one you want.
4. To scan a one-sided document, press the Simplex button.
To scan a two-sided document, press the Duplex button.
A scan progress window opens and then a thumbnail of the scanned image appears in the Destination Application. 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.
Cancel button
Pause button
To Cancel scanning, click the Cancel button.
To pause the scanning, click the Pause button. It will change to a Resume button. Click it to resume scanning.
14 DocuMate 262 Scanner User’s Guide

Check the Scan Setting Before Scanning

1. To check the scan setting before scanning, press, hold down, and then release, either the Simplex or Duplex button.
Press, hold down, and then release
either button to see the setting for the selected LED number.
The One Touch Button Panel appears with the description of the selected setting. This sample shows the current description of setting 6.
This number corresponds to the LED on the scanner.
Scanning
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.
The One Touch Properties window for that setting also appears in case you want to change scanning options before scanning.
Use this window to reset the button settings for the destination applications, file formats, and so forth. See “Configuring the One Touch Buttons” on page 20 to reset the settings.
2. Click the close boxes on the One Touch Button Panel and the Properties window to close them.
DocuMate 262 Scanner User’s Guide 15
Scanning

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.
The One Touch Icon
2. Now click on the One Touch icon in the Windows System Tray (at the bottom right corner of the screen).
The One Touch Button Panel appears and shows the first five on-screen scanning buttons. Click the arrows to cycle through all 9 settings.
Click the button you want to use to scan.
Click these arrows to navigate through the 9 buttons.
The Properties window also appears in case you want to change the scanning options before scanning.
3. On the screen—not on the scanner—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.
NOTE: Your scanner comes with 9 factory-preset One Touch
button settings. You can reconfigure and rename the buttons for your specific scanning requirements.
The scanner begins scanning. Then, the scanned images appear in the Destination Application, just as they would if you scanned with the Simplex or Duplex scanner buttons.
16 DocuMate 262 Scanner User’s Guide

Using the One Touch Button Panel

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 Touch Button Panel, click the One Touch icon. It is located in the Windows System Tray 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 Properties
window for that button also appears.
Scanning
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
4. To cycle through the nine buttons, click the arrows on the right side of the panel.
Click these arrows to cycle through the 9 buttons.
DocuMate 262 Scanner User’s Guide 17
Scanning
5. To navigate through the panel’s three views, click the green arrows at the top of the panel.
Click these arrows to navigate through the panel’s three views.
The Button View
The Hardware View The Detail View
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 connected
to your computer.
If the Properties window is not open, right-click the icon on the Detail View or Button View to open it.
From the Hardware View and Detail View, click the green arrow to return to the Button View. You can also click on the hardware icon to return to the Button View.
6. To close the One Touch Button Panel, click the close button on the panel.
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 a button. For example, the eMail button is set up to scan documents and then immediately attach them to a new eMail message in Microsoft Outlook Express. But you can change the name, the Destination Application, and any of the other aspects of the button.
A question mark for a button, such as shown for button 5 in the examples above, means your computer does not have appropriate software for the initial factory settings (Fax software in the example above). 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 hand­drawn 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.
See “Configuring the One Touch Buttons” on page 20 to change the settings of the buttons on the One Touch Button Panel.
18 DocuMate 262 Scanner User’s Guide

The Default One Touch Settings on Your Scanner

When you receive your scanner, its settings are preconfigured to scan items for various basic tasks, such as email or fax, and then send the scanned image to an appropriate, preselected Destination Application. The following table shows these factory­default settings. You can change any of these settings.
Destination
Button Name
1 Scan PaperPort Black&White @ 200dpi Duplex
2 PDF PaperPort Black&White @ 200dpi Duplex
3 Print Printer Black&White @ 300dpi Simplex
Application Preconfigured Settings
8.5" x 11" page Brightness 50%
8.5" x 11" page Brightness 50% Contrast 50%
8.5" x 14" page Brightness 50%
Scanning
4eMailMicrosoft
5 Fax Fax
6OCRMicrosoft
7 Archive Transfer to
8CustomMicrosoft
9 Paint Microsoft

Scanning from Other Software

Outlook (attachment)
Application
Word
Storage
Paint
Paint
Black&White @ 200dpi Simplex
8.5" x 11" page Brightness 50% Contrast 50%
Black&White @ 200dpi Simplex
8.5" x 11" page Brightness 50%
Black&White @ 300dpi Duplex
8.5" x 11" page Brightness 50%
Black&White @ 300dpi Simplex
8.5" x 11" page Brightness 50%
Color @ 100dpi Simplex 6" x 4" photo size Brightness 50% Contrast 50%
Color @ 300dpi Simplex
8.5" x 11" page Brightness 50% Contrast 50%
In addition to scanning from the scanner buttons and the One Touch Button Panel, you can scan directly from PaperPort and other software applications. See the sections “Scanning from PaperPort,” “Scanning with the Windows Image Acquisition,” and “Scanning with the ISIS Interface,” for details.
DocuMate 262 Scanner User’s Guide 19
Scanning

Configuring the One Touch Buttons

Each One Touch button configuration consists of a Destination Application, a Scan Configuration, and a Document Format.
The One Touch Properties window is where you select these three elements for a button.
To open the One Touch Properties window:
1. Click the One Touch icon. It is located in the Windows System Tray 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.
Right-click on a button (for example, button 2) and the 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.

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 has special scanning features such as scanning to a CD, scanning and converting text directly into an HTML web page, and scanning with optical character recognition (OCR) that turns a scanned image into text that you can edit.
20 DocuMate 262 Scanner User’s Guide
The button number and name.
The Destination Application. This is the application that opens when you are finished scanning.
Scanning
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 DocuMate 262 scanner. For example, on the figure below, the option “Use Document Feeder” is selected and “grayed out” because the DocuMate 262 is an ADF scanner and always uses the document feeder, so there’s no reason for you to select it. If you use the One Touch application with other Xerox scanners, grayed out options become active, if appropriate.
The following example of the One Touch window shows the settings for Button 2. The button is set to scan with the scan configuration named Color Document and then open ScanSoft PaperPort to display the scanned image. The Format and Page(s) option is set to scan in the PDF image format.
Click to select options.
The file format of the images of the scanned item.
The settings that the scanner uses when scanning with the currently selected button (in this case button 2).
The settings on the Properties window are:
Select Destination—the list of 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 35 for more information.
DocuMate 262 Scanner User’s Guide 21
Scanning
Select Configuration—the list of available scan configurations for the selected button. The configuration settings include: scanning mode, resolution (dpi), page size, brightness, color saturation, hue, and gamma. To see a selected scan configuration’s settings, click its icon. Click the icon again to close the detailed information.
Click the icon of a selected configuration to view its settings.
The icons next to each scan configuration indicate the scanning mode.
Color GrayscaleBlack and White
Configure Before Scan
NOTE: Use Configure Before Scan if you want to set the
scanning mode manually before scanning. See “Configuring Before Scanning” on page 45.
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 the PaperPort Desktop.
The button names indicate their file types. See “Selecting Page Format Options” on page 31 for more about the formats.
Options tab—displays a window for selecting options related to the selected destination application for the scanned image.
22 DocuMate 262 Scanner User’s Guide

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.
Click these arrows to see the properties for the button whose settings you want to change.
Select a software application as the destination to send scanned documents.
Scanning
Select a format for the scanned image
Select a configuration for scanning the item.
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 35 to display a full list of the Destination Applications that you can use with the scanner.
NOTE: If you select a word processing program such as
Microsoft WordPad or Microsoft Word and a page format that can be used for OCR (such as Text, RTF, Word, sPDF, or nPDF), the text in scanned images is automatically converted to word processing text. See “Scanning with Optical Character Recognition (OCR)” on page 46 for details.
3. From the Select Configuration list, select a scan configuration.
DocuMate 262 Scanner User’s Guide 23
Scanning
To scan in color, select one of the configurations indicated by
the small color icon, such as the Color Document configuration.
The scan configuration list is preset for the application you select in the Select Destination list. If you select a different application, the configurations are for that application. However, you can create your own scan configurations as well.
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 .doc, .txt, and .rtf. But if select Microsoft Paint as the Destination Application, then the available formats are for graphics, such as .bmp, and .jpg.
5. Click OK, or if you want to keep the window open and work with other features, click Apply.
Now when you press or click a scanner button, the document is scanned using the newly configured settings for that 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.
Click a Destination Application.
Click the Properties button
A One Touch 4.0 Link Properties dialog box appears for the type of Destination Application you selected, and the available options are for that type of application.
24 DocuMate 262 Scanner User’s Guide
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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