Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the
copyright laws.
XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license.
DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and
product numbers mentioned in this 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. Kofax® and Virtual ReScan® are
registered trademarks, and VRS
TM
is a trademark of Kofax Image Products, Inc. QuickScan
TM
is a trademark and ISIS® is
a registered trademark of Captiva Software Corporation. Adobe®, Adobe® Reader®, Acrobat® Reader®, Adobe®
Acrobat®, and the Adobe® PDF® logo are registered trademarks of Adobe Systems Incorporated in the United States
and/or other countries. The Adobe PDF logo will appear in this product’s software, and full access to Adobe software
features is only available if any Adobe product is installed on your computer.
Information is subject to change without notice and does not represent a commitment on the part of Visioneer. The
software described is furnished under a licensing agreement. The software may be used or copied only in accordance with
the terms of such an agreement. It is 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: 05-0754-000
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.
Your new Xerox DocuMate 262i scanner can quickly scan single-sided or
double-sided stacks of 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 262i Scanner User’s Guide1
Welcome
Paper guide
Output tray
ADF cover release
Power switch
USB port
Power jack
Status light
LED Number
Duplex button
Simplex button
Destination Selector button
Front Feed Tray
The Xerox DocuMate 262i Scanner
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 steady blue light indicates
the scanner is available to scan. A rapidly flashing blue light indicates the
scanner is preparing to scan. Refer to the Troubleshooting section for
additional details.
Front Feed tray—Place an item between the guides and press down to
feed items through the front of the scanner.
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.
2DocuMate 262i Scanner User’s Guide
What You Need
Welcome
IBM-compatible Pentium 4 PC, or AMD equivalent with:
•A DVD-ROM drive
•An available Universal Serial Bus (USB) port
•Microsoft
(Service Pack 1 and 2), or 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)
•350 MB minimum of free hard disk space
®
Windows® operating system: 2000 (Service Pack 4), XP
A VGA or SVGA Monitor
The recommended settings for your monitor are:
•High Color (16-bit) or True Color (24-bit or 32-bit)
Documentation
•Resolution set to at least 800 x 600 pixels
To set your monitor’s colors and resolution:
•Open the Windows Control Panel
•Double-click on Display then select the Settings tab
The following documentation is provided with your scanner:
•Xerox DocuMate 262i 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 application.
DocuMate 262i Scanner User’s Guide3
Installation
Before You Begin
Installation
Installation is a quick, four-step process:
1. Assemble the scanner
2. Install the software
3. Connect the power supply
4. Connect the USB cable and turn on the power
Please make sure of the following before you begin installation:
•The information in this guide may cover software not provided
with the scanner you purchased. Disregard any information
about the software not applicable to your chosen product.
Please visit our web site at www.xeroxscanners.com for the
latest software updates for your Xerox DocuMate 262i scanner.
•If your computer has AntiVirus or Ant iSpyware sof tware running,
you may see messages during installation asking you to allow
the installation to proceed. Although the messages will differ
based on the software your computer is running, in each case
you should allow the installation to proceed . 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 fi nished.
•If you already have a scanner connected to your computer, you
may need to remove its driver programs to properly install and
operate your Xerox DocuMate 262i scanner. Please see
“Troubleshooting” on page 88 for more information, and
“Uninstalling Your Scanner” on page 91 for basic instructions to
uninstall driver programs. Also see the User’s Guide that you
received with your other scanner for specific instructions.
•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.
4DocuMate 262i Scanner User’s Guide
Step 1: Assemble the Scanner
ADF Cover
Release
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.
3. Carefully remove any foam particles that may have gotten inside the
document feeder, and close the cover.
4. Align the slots on the paper guide with the ridges on the scanner and
slide it down until it snaps into place.
Installation
5. Select either the Front Feed with Output Tray or the standard Output
Tray.
6. Insert the pins on each side of the output tray into the holes on the
scanner.
DocuMate 262i Scanner User’s Guide5
Installation
7. Flip open the extension on the output tray so it is fully extended.
Step 2: Install the Software
1. Start Microsoft Windows and make sure no other applications are
running.
2. Insert the installation DVD into your computer's DVD-ROM drive.
The DVD automatically starts.
NOTE: If the DVD does not start, check the following:
•Make sure the DVD drive’s door is completely shut.
•Make sure the DVD was inserted in the drive in the proper direction
(label side up).
To launch the DVD manually:
•Open the Windows option for My Computer. You can do this by
double-clicking on the My Computer icon on your desktop.
•Double-click the icon for your DVD-ROM drive.
•The Installation menu for the DVD should now open.
If the menu does not open:
•From the list of files on the DVD, double-click the file named
START32.EXE.
6DocuMate 262i Scanner User’s Guide
3. On the Installation menu, select Install Products.
Installation
4. Make sure the boxes for Nuance PaperPort
®
and Scanner Driver
are checked.
NOTE: The software provided with your scanner may differ slightly
from the list shown in the window.
5. Click Install Now.
6. The Select Language window opens. Click the drop-down menu
arrow and select the language to use. Click OK.
DocuMate 262i Scanner User’s Guide7
Installation
The first PaperPort Installation window opens.
1. On the PaperPort Welcomewindow, click Next.
Installing PaperPort will uninstall any existing version of PaperPort
and will install the newer version. Your existing PaperPort files will not
be affected.
2. 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.
3. On the CustomerInformation window, accept the current values or
enter new information, then click Next.
4. On the Setup Type window, keep the default Setup Type and click
Next.
5. Click Install to begin the installation.
6. On the Product Registration window, do one of the following:
•Select Register online, click OK, then follow the registration
instructions.
•Select Print registration form, click OK, then follow the
instructions to complete and print the registration form.
•Select Remind me in 7 days and click OK.
7. At the Installshield Wizard Completed window, click Finish.
If a message window opens instructing you to restart your computer,
click Restart.
The Welcome to the One Touch 4.0 Setup Wizard opens.
1. Click Next.
8DocuMate 262i Scanner User’s Guide
Installation
2. 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.
3. The next window lists the choices of the drivers that you can install for
your scanner.
4. Select the option you want. Click Next.
•Full Install (OneTouch, TWAIN and ISIS)—This is the
recommended installation. It installs the One Touch 4.0 software
which provides the necessary driver software for the scanner. It
also installs scanning interfaces for the TWAIN and ISIS drivers.
Installing this option means that you can use several different
methods to scan, as explained in this User Guide.
•TWAIN and ISIS—The TWAIN and ISIS drivers are installed. The
One Touch 4.0 Monitor will not run and you cannot use the One
Touch features. You can use the Xerox DocuMate 262i TWAIN
driver to scan from applications with a TWAIN interface. You can
also scan from applications that use the ISIS driver. You will not
be able to scan with the buttons on the scanner.
•TWAIN only—The TWAIN driver is installed without the One
Touch 4.0 software or the ISIS driver. You can use the Xerox
DocuMate 262i TWAIN driver to scan from TWAIN applications.
You will not be able to scan with the buttons on the scanner.
•ISIS only—The ISIS driver is installed. You can use applications
that use the ISIS driver such as Kofax and QuickScan. The One
Touch 4.0 Monitor will not run and you cannot use the One Touch
features. You will not be able to use the Xerox DocuMate 262i
TWAIN driver. You also will not be able to scan with 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.
DocuMate 262i Scanner User’s Guide9
Installation
5. During installation you will see this window asking you to select one of
the images for your Color Space setting.
6. Select the option that looks best to you and click Next.
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.
10DocuMate 262i Scanner User’s Guide
Step 3: Connect the Power Supply
1. Plug the power supply into the power port on the scanner.
NOTE: Only use the power supply (HEG42-240200-7L made by
HiTron) included with your scanner. Connecting any other type of
power supply may damage your scanner, and will void its warranty.
2. Plug the power cord into the power supply and into a wall outlet.
Installation
DocuMate 262i Scanner User’s Guide11
Installation
USB
Step 4: Connect the USB Cable and Turn on the Power
The DocuMate 262i 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.
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.
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 HISPEED 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.
Your computer then recognizes that a scanner has been plugged into
the USB port and automatically loads the appropriate software to run
the scanner.
Do not proceed until you receive a message that your computer has
found the new hardware, or updated the driver database. If your
computer is running Windows XP or Windows Vista, you will see a
message similar to the following message.
12DocuMate 262i Scanner User’s Guide
Installation
4. When you’re certain that the software has completely loaded, return
to the “Complete the installation by connecting your hardware”
window.
5. Click OK.
You can also click More to see a quick overview about accessing and
navigating the One Touch Button Panel. When you’re finished reading
the additional information, click OK.
The scanner’s status light is blue when the scanner and computer are
communicating properly.
6. Click Close on the Installation Complete window to close and exit the
software installer.
You can now install additional applications.
DocuMate 262i Scanner User’s Guide13
Installation
Additional Applications Available with Your Scanner
Your scanner includes free, additional applications on the installation
DVD.
1. Reinsert the installation DVD into the DVD-ROM drive.
The Installation menu opens.
The free Adobe Acrobat Reader software is located on the DVD with
the User Guides.
2. Click Install Products.
You will see the screen that shows the applications. Applications
already installed have Installed! next to them.
3. See the following table to decide which software you would like to
install.
14DocuMate 262i Scanner User’s Guide
4. On the window shown above, click in the boxes of the other software
you want to install, and click Install Now. Follow the instructions on
the screen to install each of the additional products.
SoftwareAbout the Software
Installation
Adobe
Reader
®
Acrobat®
®
Adobe Acrobat Reader is a stand-alone application that you use to open, view,
search, and print PDF files. The User Guides on your scanner’s installation DVD
are in PDF format and require Adobe Acrobat Reader for you to view and save
them.
QuickScan™ A desktop imaging solution for scanning, image enhancement, and OCR,
QuickScan is a standalone, out-of-the-box imaging solution that provides all the
necessary capabilities for high-speed scanning, image enhancement, viewing,
annotation, printing, and storing images, for both black-and-white and color
pages. It uses an ISIS-certified driver for scanning, and includes flexible job
separation and barcode recognition.
The Demo version lets you try the application first. You can use this software as
an additional method to scan.
®
Kofax
Kofax
®
VRS
and
®
Scan Demo
Kofax VRS automatically enhances scanned documents from less than perfect
originals. It is an additional scanning interface that uses patented VRS
(VirtualReScan) technology, and ensures your scanning is as efficient and easy
as possible, while also improving both the quality of the scanned images. Kofax
VRS uses an ISIS-certified driver for scanning. This software provides an
additional method to scan from your scanner. The Demo version lets you try the
application first.
At the end of the Kofax VRS software installation you may see the message
"SVS001: The VRS installation does not install an ISIS driver for the scanner you
selected. Please install the ISIS driver packaged with your scanner."
OmniPage
This is not an error, please disregard this message and click OK. The Kofax VRS
Certified ISIS
®
driver is installed correctly when you install it with your Xerox
DocuMate 262i scanner.
®
OmniPage Pro provides precision OCR analysis, advanced layout detection, and
Logical Form Recognition
TM
(LFR) technology. Advanced security features
quickly turn office documents and forms into over 30 different PC applications for
editing, searching and sharing. Custom workflows handle large volumes of
documents, and you can use its tools to print to PDF. OmniPage Pro also
includes ScanSoft PDF Create!® and PDF Converter programs.
DocuMate 262i Scanner User’s Guide15
Installation
View the User Guides
1. To get the documentation for each of the additional products, return to
the Main Menu window and click User Guides.
2. The User Guides window opens.
3. Click the links of the Guides you want to view.
The User Guides are in Adobe® Acrobat® PDF format. The Scanner
Readme file is in HTML format and will open in any standard browser.
If you need to, click Acrobat Reader to install it now. Follow the
instructions on the installation windows.
If your computer already has Adobe Acrobat Reader 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.
To view and save the User Guides:
1. 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.
2. Return to the User Guides window and repeat the process to open,
view, and save all the other User Guides you want. The Scanner
Readme file has late-breaking news about your scanner.
•The SharePoint Mini-Guide has information about a new feature
in the One Touch 4.0 software to link to Microsoft’s SharePoint
application. This brief Mini-Guide explains how to setup the
SharePoint link and use the SharePoint features when choosing
new scan settings for your scanner.
•The One Touch VRS Mini-Guide has information about a new
feature in the One Touch 4.0 software. This brief 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 a
new feature in the One Touch 4.0 software. This brief Mini-Guide
explains what the feature is and how to use the OmniPage
settings when creating or modifying scan configurations.
3. When you’re finished, click Main Menu to return to the Main Menu
window and click Exit.
4. Remove the DVD and store it in a safe place.
That’s it! Installation is finished and your Xerox DocuMate 262i scanner i s
ready to scan.
16DocuMate 262i 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
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 and
keep it with your scanner so you will be able to find it easily.
DocuMate 262i Scanner User’s Guide17
Scanning
Scanning
If you selected the recommended Full Install option (see page 9), then
you have several different options to scan with your Xerox DocuMate 262i
scanner. Each method scans equally well, so use the one with
appropriate options for the item you are scanning.
•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 “Load and Scan Documents from
the Input Tray” on page 19 and “Load and Scan Items from the Front
Feed Tray” on page 21.
•One Touch—Use this scan option when you want to scan from the
computer screen. Open the One Touch scan panel and window,
adjust the scan settings as needed, put the document in the scanner,
then click the icon on the One Touch panel. Also use this One Touch
method of scanning if you want to access the advanced features of
Optical Character Recognition (OCR) available from the OmniPage
Pro application. See “Scan from the One Touch Button Panel” on
page 31.
•TWAIN Interface—This option uses your scanner’s TWAIN interface
to scan. Select scanning options before scanning, put the document
in the scanner, then click a button on the TWAIN interface window.
See “Accessing the TWAIN Interface” on page 75.
•Windows Image Acquisition (WIA)—This option uses the Microsoft
Windows set of choices for scanning. Select the WIA scan settings,
put the document in the scanner, then click a button on the WIA
window. Scanning with WIA is only available if your computer is
running Windows XP or Windows Vista. See “Scanning with the WIA
Interface” on page 80.
•ISIS Interface—This option uses the ISIS interface for scanning.
Select the ISIS scan settings, put the document in the scanner, then
click a button on the ISIS window. See “Scanning with the ISIS
Interface” on page 84.
18DocuMate 262i Scanner User’s Guide
Load and Scan Documents from the Input Tray
If you are using the Front Feed with Output
Tray, make sure the front feeder is up to
feed pages out underneath the tray.
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.
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 paper, and make sure the input
and output trays are fully extended.
Scanning
2. Load the documents face down with their tops into the Automatic
Document Feeder.
DocuMate 262i Scanner User’s Guide19
Scanning
Press the Destination Selector to cycle
through the scan settings to select the
one you want.
The current scan setting.
1. Check the LED number to make sure you’re using the scan setting
you want.
2. To scan a one-sided document, press the Simplex button.
To scan a two-sided document, press the Duplex button.
3. 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.
If you have the front feed tray attached, all pages in the ADF will feed
out underneath the front feed tray.
20DocuMate 262i Scanner User’s Guide
Load and Scan Items from the Front Feed Tray
You can scan thick paper, embossed plastic cards, business cards and
other items from the scanner’s front feed tray. Please see the “Xerox
DocuMate 262i Scanner Specifications” on page 93 for details of the
Front Feed scanning specifications.
NOTE: Do not attempt to load documents into the input tray while you
have an item in the scanner fed in from the front. You can only load
items into the scanner from either the Front Feed tray or the input tray
at each scan time. The scanner will jam if you load paper into the input
tray after an item has already been fed into the front.
Scan With the Front Feed Tray Up
1. Adjust the paper guides for the width of the item you are scanning.
Scanning
2. Place a single item face up, with the top pointing into the scanner,
between the paper guides on the front feed tray.
3. Press down on the tray and guide the item to the front of the scanner.
4. The scanner pulls the item in from the front and the front feed tray
springs back up.
DocuMate 262i Scanner User’s Guide21
Scanning
Press the Destination Selector to cycle
through the scan settings to select the
one you want.
The current scan setting.
5. Check the LED number to make sure you’re using the scan setting
you want.
6. To scan a one-sided item, press the Simplex button.
To scan a two-sided item, press the Duplex button.
7. The scanner scans the item and ejects it out underneath the front
feed tray.
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.
22DocuMate 262i Scanner User’s Guide
Scan With the Front Feed Tray Down
You can lock the front feed tray down so that it is always positioned at the
front slot of the scanner. Any items you scan are ejected over the front
feed tray when scanning is complete.
To lock the Front Feed Tray down:
1. Locate the arm levers on either side of the front feed tray.
Scanning
2. Gently pull the arm levers away from the scanner and fold them
down.
3. The front feed tray is now in the down position aligned with the front
slot of the scanner.
DocuMate 262i Scanner User’s Guide23
Scanning
Press the Destination Selector to cycle
through the scan settings to select the
one you want.
The current scan setting.
To Scan with the Front Feed Tray Down:
1. Adjust the paper guides for the width of the item you are scanning.
2. Place a single item face up, with the top pointing into the scanner,
between the paper guides on the front feed tray.
24DocuMate 262i Scanner User’s Guide
3. The scanner pulls the item in from the front.
4. Check the LED number to make sure you’re using the scan setting
you want.
Scanning
5. To scan a one-sided item, press the Simplex button.
To scan a two-sided item, press the Duplex button.
6. The scanner scans the item and ejects it out over the front feed tray.
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.
DocuMate 262i Scanner User’s Guide25
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