Xerox DocuMate 262 User Manual
DocuMate 262
scanner
user’s guide
DocuMate 262
scanner
user’s guide
C
opyright ©
2004 Visi
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.
DocuMate 262 Scanner User’s Guide 25
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