Copyright protection claimed includes all forms of matters of copyrightable materials and information now allowed by statutory or
judicial law or hereinafter granted, including without limitation, material generated from the software programs which are displayed
on the screen such as styles, templates, icons, screen displays, looks, etc.
Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the copyright laws.
The PaperPort® and OmniPage® brand name and logo are registered trademarks of Nuance Communications, Inc.
QuickScan™ is a trademark and ISIS® is a registered trademark of EMC Corporation.
Kofax® and Virtual ReScan® are registered trademarks, and VRS™ is a trademark of Kofax Image Products, Inc.
Adobe®, Adobe® Acrobat®, Adobe® Reader®, 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 an Adobe product is installed on your computer.
Microsoft is a U.S. registered trademark of Microsoft Corporation. Windows™ is a trademark and SharePoint® is a registered
trademark of Microsoft Corporation.
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.
Restri cted 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.
Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected in
subsequent editions.
Congratulations on purchasing your Xerox DocuMate 3640. With this scanner you can quickly scan
stacks of single-sided or double-sided pages and place their electronic images on your computer.
Before You Begin
Before starting the software installation, please check the contents of the box to make sure that all
parts are included. If any items are missing or damaged, contact the dealer where you purchased the
scanner.
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Welcome
Documentation
The following documentation is provided with your scanner:
•Scanner User’s Guide—On the Installation Disc; contains detailed installation, scanning,
configuration, and maintenance information.
•Mini-Guides—On the Installation Disc; contains detailed instructions on using the One Touch
OmniPage module, One Touch VRS module and SharePoint destination link.
•Readme—Contains the latest information about your scanner and software installation.
•PaperPort User’s Guide—On the Installation Disc; contains detailed instructions on using the
PaperPort software.
•OmniPage User’s Guide—On the Installation Disc; contains detailed feature and configuration
information for the OmniPage software.
•QuickScan User’s Guide—On the Installation Disc; contains detailed instructions for using the
software.
•Virtual ReScan (VRS) User’s Guide—On the Installation Disc; contains detailed feature and
configuration information for the VRS software.
•Online Help—For the scanner configuration, TWAIN and WIA interfaces.
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System Requirements
IBM-compatible Pentium 4 PC, or AMD equivalent with:
•A DVD-ROM drive
•An available Universal Serial Bus (USB) port
•Microsoft
(Service Pack 2), 32-bit or 64-bit Windows Vista, and 32-bit or 64-bit Windows 7
The scanner is compatible with Service Pack 3 for Windows XP and Service Pack 1 for Windows
Vista.
•Windows 2000 and XP: Minimum of 512 megabytes (MB) of internal memory (RAM)
Windows Vista and 7: Minimum of 1 gigabyte (GB) of internal memory (RAM)
•350 MB minimum of free hard disk space
A VGA or SVGA Monitor
®
Windows® operating system: Windows 2000 (Service Pack 4), 32-bit Windows XP
Welcome
The recommended settings for your monitor are:
•Color quality of 16-bit or 32-bit
•Resolution set to at least 800 x 600 pixels
Refer to your Windows documentation for instructions on setting the color quality and resolution
for the monitor.
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viii
Welcome
3
Paper GuidesADF Cover
Release
Input TrayScanner LockControl
Panel
41
5
2
Paper StopPower Switch
Output Tray
8
6
7
1
2
3
4
5
6
7
8
9
9
Power Jack
10
11
10
11
USB PortADF Cable
The Xerox DocuMate 3640 Scanner
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Welcome
Input Tray—Holds the documents in the Automatic Document Feeder (ADF) for scanning.
Paper guides—Adjust to support various document widths.
ADF Cover Release—Lift to open the Automatic Document Feeder (ADF).
Scanner lock—Locks the scanner’s scan head in place to protect it. Push the lock tab down to unlock
the lock. The scanner must be unlocked to scan. Always lock the scanner before moving it.
Control panel—One Touch scanning controls.
LED Number—Shows the current scan setting for the Scan button.
Function button—Selects the scan setting for the One Touch buttons. Press to cycle through the
settings.
Simplex button—Press to scan single-sided documents.
Duplex button—Press to scan double-sided documents.
Status light—Shows the scanner’s status. Refer to the Troubleshooting section for additional
details.
Output tray—Holds documents after being scanned through the Automatic Document Feeder (ADF).
Paper Stop—Keeps scanned documents on the output tray.
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.
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User’s Guide
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Welcome
xi
DocuMate 3640
User’s Guide
Installation
Installation is a quick, three-step process:
1. Assemble the scanner
2. Install the software and Connect the Scanner
3. Register the scanner
Please make sure of the following before you begin installation:
•The information in this guide may cover software not provided with the scanner you purchased.
Please disregard any information about the software not applicable to your scanner. Visit our web
site at www.xeroxscanners.com for the latest software updates for your Xerox scanner.
•If your computer has AntiVirus or AntiSpyware software running, you may encounter alerts or
messages during installation asking you to allow the installation to proceed. Although the
messages will differ based on the software your computer is running, in each case you should allow
the installation to proceed if that option is available. Alternatively, you can turn off the AntiVirus or
AntiSpyware software before installing your scanner, but if you do, make sure to turn it back on
again when installation is finished.
•If you already have a scanner connected to your computer, it is recommended that you remove
that scanner’s driver program prior to installing your Xerox scanner. You can remove these
programs from the Windows Control Panel. Please refer to the user manual provided with your
other scanner hardware for instructions about removing the driver and software for that unit.
•If your computer is running Windows Vista, you may see the Vista User Account Control screen
asking you to confirm system changes. Click the Continue button to allow the installation to
proceed.
1
DocuMate 3640
User’s Guide
1
Installation
Step 1: Assemble the Scanner
1. Remove the scanner from its protective foam and plastic bag.
2. Remove any shipping tape from the scanner, input tray and output tray.
3. Slide the tray in so the pins seat into the holes on the ADF.
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User’s Guide
Installation
4. Open the ADF cover and carefully remove any foam particles that may have gotten inside it. Close
the scanner cover.
5. Swing the input tray up until it snaps into place.
6. Plug the ADF cable into the ADF port on the back of the scanner. Make sure the cable is plugged in
securely. The ADF will not work if the cable is loose or not plugged in.
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User’s Guide
3
Installation
7. Push the locking tab down to the unlocked position.
NOTE: The locking tab protects the scanner’s scan head by holding it securely in position. Lock the
scanner when transporting it from one location to another, but remember to unlock it before scanning.
The scanner will not scan when locked.
8. When you’re finished assembling the scanner, place it on a level surface on your desk. If the
scanner is on an uneven surface, it may stall when scanning from the Flatbed.
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User’s Guide
Step 2: Install the Software
The installation disc contains the necessary driver, and scanning software, to use your Xerox
DocuMate 3640.
To install the software:
1. Start Microsoft Windows and make sure that no other applications are running.
2. Insert the installation disc into your computer’s DVD-ROM drive.
The disc automatically starts.
Installation
3. The Select Language window opens. Click the drop-down menu arrow and select the language to
use. Click OK.
4. The disc’s Main Menu window opens.
NOTE: If the disc does not start, check the following:
•Make sure the disc drive’s door is completely shut.
•Make sure the disc was inserted in the drive in the proper direction (label side up).
To launch the disc manually:
•Open the Windows options for your computer’s disc drives.
•Double-click the icon for your DVD-ROM drive.
•The Installation menu for the disc should now open.
If the menu does not open:
•From the list of files on the disc, double-click the file named START32.EXE.
NOTE: The Scanner Readme file has late-breaking news about your scanner. The readme file is in
HTML format and will open in any standard browser.
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5
Installation
5. On the Main Menu, select Install Products.
6. Make sure the boxes for Scanner Driver and Visioneer One Touch are selected.
NOTE: The software provided with your scanner may differ slightly from the list shown in the
window.
7. Click Install Now.
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DocuMate 3640
User’s Guide
Installing the Scanner Driver
The scanner driver installation will start first.
1. The Welcome to the Xerox DocuMate 3640 Setup Wizard opens.
Installation
2. Click Next.
3. On the Xerox License Agreement window, read the license agreement. If you accept the terms,
select I Agree then click Next.
If you choose not to accept the license agreement, the installation will terminate and the scanner
driver will not be installed.
4. The next window lists the choices of the drivers that you can install for your scanner.
5. Select the option that you want then click on Next.
•Full Install (TWAIN, ISIS and Windows Driver)—This is the recommended installation. It
installs all of the scanner drivers so that you can scan from any TWAIN and ISIS scanning
application, or from One Touch when the application is installed.
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User’s Guide
7
Installation
•TWAIN only—The TWAIN driver is installed and you can scan from TWAIN scanning
applications, or from One Touch when the application is installed.
•ISIS Only—The ISIS driver is installed and you can scan from ISIS scanning applications, or
from One Touch when the application is installed.
•Windows Driver Only—The Windows Driver is installed and you can scan from One Touch only
when the application is installed.
NOTE: If you are using Windows version XP or later, the Microsoft Windows Image Acquisition (WIA)
driver is always installed regardless of your selection in this window, and you can scan using the WIA
interface from scanning applications that access this driver.
6. A window opens with image quality samples asking you to select an image for your Color Space
setting. 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.
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DocuMate 3640
User’s Guide
Installation
NOTE: If you do not see this on-screen diagram for connecting the scanner, stop and follow the
instructions below.
Connect the Scanner
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.
3. Remove any tape from the USB cable.
4. Plug the flat end of the USB cable into an available USB port on the back of the computer.
DocuMate 3640
User’s Guide
9
Installation
5. Plug the square end of the USB cable into the output USB port on the back of the scanner.
If the plug does not attach easily, make sure that you are plugging it in correctly. Do not force the
plug into either connection.
6. 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.
Your computer recognizes that a scanner has been plugged into the USB port and automatically
loads the appropriate software to run the scanner.
If your computer is running Windows XP or Windows Vista, you will see a message similar to the
one below.
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DocuMate 3640
User’s Guide
Installation
7. When you’re certain that the software has completely loaded, return to the “Complete the
installation by connecting your hardware” window.
To see a quick overview about accessing and navigating the One Touch Button Panel, click More.
8. Click OK to complete the installation process.
9. Click Close on the Installation Complete window to close and exit the driver installer.
DocuMate 3640
User’s Guide
11
Installation
Installing One Touch
The One Touch software installation will start automatically after you click Close on the driver
Installation Complete window. One Touch is the software needed for the buttons on the scanner to
work.
1. Click Next on the Welcome to the One Touch 4.0 Setup Wizard.
2. On the Visioneer 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 One Touch
will not be installed.
3. Click Close on the Installation Complete window to close and exit the software installer.
If you selected other software to install from the DVD, such as Nuance PaperPort, the installation for
that software will automatically start after you click Close on the Installation Complete window. Follow
the instructions on-screen to install each application you selected.
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Installation
The Serial Number
Step 4: Register Your Scanner
Registering your scanner is important as it provides you with access to our free telephone support
service. Registration also gives you free access to software updates for your scanner.
To register your scanner:
You will need an active internet connection to register your scanner. If you do not have internet access
you can contact our customer service department to register the scanner. Please refer to the Technical
Support Card, that you received with the scanner, for our customer service contact information.
1. Open an Internet Explorer window, or any other internet browser you have installed on your
computer.
2. In the web address field type www.xeroxscanners.com.
3. Press Enter on your computer’s keyboard or click the option on screen to go to the web address.
4. When the Xerox scanners web page loads click on Register Your Product.
5. Fill in the registration form, all required fields have an asterisk (*).
NOTE: A valid email address is required for registration.
6. You will be asked to enter the serial number for the scanner, it is located on the back of the scanner.
7. After filling in the form, click on Submit Your Registration to complete the registration.
DocuMate 3640
User’s Guide
13
Installation
Additional Applications Available with Your
Scanner
Your scanner includes free, additional applications as described in the following table.
1. Return to the disc’s Main Menu and click Install Products.
2. Select the additional applications you want to install, then click Install Now.
3. Follow the instructions on the screen to install each of the additional products.
SoftwareAbout the Software
Nuance PaperPortPaperPort is a document management software application. The PaperPort
scanning features allow you to insert new pages into an existing file and name
your file immediately after scanning. From within the PaperPort desktop you
can sort your documents and move them between folders as you would through
the Windows My Documents folder. You can reorder the pages in a PDF file, and
unstack a document so all the pages are resaved as individual files. PaperPort
also has some basic image editing options in the PaperPort PageView, such as;
adding notes to image files, modifying image colors, and touch up the image
using the erase and/or auto-correct options.
Nuance
®
OmniPage
Adobe® Reader
Pro
OmniPage Pro provides precision OCR analysis, advanced layout detection, and
Logical Form Recognition™ (LFR) technology. Advanced security features
quickly turn office documents and forms into over 30 different PC applications
for editing, searching and sharing. Custom workflows handle large volumes of
documents, and you can use its tools to print to PDF.
®
Adobe Reader is a stand-alone application that you use to open, view, search,
and print PDF files. This application is located on the disc in the User Guides
section.
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DocuMate 3640
User’s Guide
SoftwareAbout the Software
Installation
Kofax®
Virtual ReScan®
(VRS™)
Kofax VRS automatically enhances scanned documents from less than perfect
originals. It is an additional scanning interface that uses patented VRS
(Virtual ReScan) 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."
This is not an error, please disregard this message and click OK. The Kofax VRS
Certified ISIS
®
driver is installed correctly when you choose an ISIS option
when installing the scanner driver, see page 7.
EMC Captiva
QuickScan™
QuickScan is a stand-alone, out-of-the-box imaging solution that provides all
the necessary capabilities for high-speed scanning, image enhancement, viewing, annotation, printing and storing images. It uses an ISIS-certified driver for
scanning and includes flexible job separation and barcode recognition. The
Demo version lets you try the application first.
The User Guides are in Adobe® PDF format. If you need to, click Install Adobe Reader to install it
now. Follow the instructions on the installation windows.
If your computer already has Adobe Reader installed, please do not select it unless the version
provided on the installation DVD is a newer version than the one currently installed on your
computer.
2. Click on View scanner documentation to access the scanner user guide and other documentation
related to using the scanner’s One Touch features.
Click on View software documentation to access the user guides for the software applications
provided with the scanner. For instance, the Nuance OmniPage user guide is in this section.
From either of these user guide windows, click on the User guides menu button to return to the
main user guide window, then select the other documentation section to view the user guides.
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DocuMate 3640
User’s Guide
Installation
3. Click the name of a User Guide you want to view and it will open in Adobe Reader. Use the Adobe
Save command to save that User Guide on your computer.
The SharePoint Mini-Guide has information about a feature in the One Touch software to link to
Microsoft’s SharePoint application. This brief Mini-Guide explains how to setup the SharePoint link
in One Touch.
The One Touch VRS Mini-Guide has information about a feature in the One Touch software to use
VRS when scanning. This brief Mini-Guide explains what the feature is and how to use the VRS
settings when creating or modifying a scan configuration.
The One Touch OmniPage Mini-Guide has information about the OmniPage module in the
One Touch software. This brief Mini-Guide explains what the feature is and how to use the
OmniPage settings when creating or modifying scan configurations.
4. When you’re finished, click Main Menu to return to the Main Menu window and click Exit.
5. Remove the installation disc and store it in a safe place.
That’s it! Installation is finished and your Xerox DocuMate 3640 is ready to scan.
DocuMate 3640
User’s Guide
17
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