This book is for first time users of DocuWorks. It provides an outline and an explanation of the
basic functions of DocuWorks.
Explanations in this book are based on the assumption that you understand the basic
operations of Microsoft® Windows 2000, Microsoft Windows XP, and Microsoft Windows
Vista® (hereafter referred to as Windows 2000, Windows XP, and Windows Vista).
How to Read this Book
This book uses screenshots and operations from Windows Vista as examples for
explanations. Explanations should be revised accordingly for operations on operating
systems other than Windows Vista.
This book explains operations mainly using sample DW documents in Desk.
Sections with titles beginning with
"Desk:" explains operations on Desk,
and those with "Viewer:" explains
operations on Viewer.
Note
Supplementary information about
operations.
Refer to Help
References to DocuWorks Help.
Important
Precautions about operations. Please
be sure to read these.
Icons like : Buttons in dialog
boxes.
Reference
References to other parts of this book.
Text in <angle brackets>: Names of
keys on the keyboard. For example,
"press the <Ctrl> + <P> keys" means
pressing the <P> key while holding
down the <Ctrl> key.
Text in [brackets]: Text that appears on
screen, such as the names of items or
dialog boxes.
V
Introduction
When Printing This Book
Select the [Fit to the print area if the document size may be larger than the paper size] check
box, which is explained in page 59, and print again when the edges are not printed.
Use both sides printing without N up to print "What Can DocuWorks Do? (I)" as a doublepage spread.
About Setup Guide, Help, and Release Note
Besides this book, the following manuals are provided in digital format for DocuWorks.
They can be used according to your needs.
All of these manuals are written on the premise that the reader has a basic understanding
Windows operations.
● Setup Guide
Explains how to install DocuWorks, configure Personal Settings, and uninstall DocuWorks.
● Help
Explains operating procedures for all functions of DocuWorks. Use it in the following
situations.
• To learn about settings in dialog boxes that appear while operating DocuWorks
Click the [Help] button in the dialog box for an explanation of that dialog box.
VI
Introduction
• To learn about DocuWorks overall
To learn details about various operations and functions
To learn vocabulary and frequently asked questions
Use one of the following methods to open DocuWorks Help and then the topic you want to
know.
• Click [DocuWorks Help] on the [Help] menu in the Desk or Viewer window.
• Click [Start] on the Windows Taskbar and then select [All Programs] > [Xerox] >
[DocuWorks] > [DocuWorks Help].
● Release Note
Explains about the precautions, limitations, and the operating environment for DocuWorks.
Click [Start] on the Windows Taskbar and then select [All Programs] > [Xerox] >
[DocuWorks] > [Readme] > [Readme] to view it in a web browser.
VII
Creating DW Documents
Creating DW Documents
Let's create a DW document from paper documents and data from applications that you
have on hand.
To create DW documents from applications, you have two ways explained in "1.1 Desk:
Creating DW Documents (p.2)" and "1.2 DocuWorks Printer: Creating DW Documents
(p.6)".
For Office applications, you can also follow the way explained in "1.3 Creating DW
Documents from Office Applications (p.8)".
Desk: Creating DW Documents
1.1
First, let's create a DW document from data from Windows
applications.
Creating a DW Document from an Application File
•Refer to HelpBasic Operations of Desk > Creating DocuWorks Documents > Creating Documents from Application Data >
Creating Documents by Dragging-and-dropping to the Workspace
1.1
Note
Other Ways
Double-click the icon on the desktop.
icon can be created if [Create] was
selected in the [Shortcut to DocuWorks
Desk] wizard during installation.
Reference
If DW documents cannot be created
by dragging and dropping files
Use the procedure described in "1.2
DocuWorks Printer: Creating DW
Documents (p.6)" to create a DW document.
Note
Procedure to create a DW document
from a whole folder
Drag and drop a folder to the Desk
Workspace. A DW document is created from
the files in the folder when specifying
[Specify target file to import within folder] and
Drag and drop one or more data files to the Desk
Workspace.
Workspace
The [Import File] dialog box opens.
2
Click .
The [Convert application file] dialog box opens.
2
3
Select whether to attach the original data.
4
Click .
3
4
A DW document is created on Desk.
The new DW document is given the same name as the original
file.
1.1 Desk: Creating DW Documents
Note
What is original data?
The original data is a copy of the data from
which the DW document was made.
Selecting [Create page and attach original
data] makes it possible to edit the original
data later. It is also possible to create a new
DW document after editing it.
If the original data is attached, is shown
on the thumbnail (which displays the
reduced image).
The extension of DW documents
".xdw"
Creating DW Documents
3
1.1 Desk: Creating DW Documents
Creating a DW Document from an Image File
•Refer to HelpBasic Operations of Desk > Creating DocuWorks Documents > Creating Documents from Image Files >
Creating Documents by Dragging-and-dropping to the Workspace
Note
TIFF compatible compression formats
• TIFF-FX
• TIFF Revision 6.0 (uncompressed)
• G3 1d/G3 2d/G4/JPEG/Packbits
Other Ways
Double-click the icon on the desktop.
icon can be created if [Create] was
selected in the [Shortcut to DocuWorks
Desk] wizard during installation.
The following image file formats can be made into DW
documents.
Drag and drop one or more image files onto the Desk
Workspace.
Workspace
Import files without opening the
[Import Image File(s)] dialog box
Click [DocuWorks Desk Options] on the
[Tools] menu to open the [DocuWorks Desk
Options] dialog box. Set the paper size in the
[Import Files] tab.
4
The [Import File] dialog box opens.
2
Click .
The [Import Image File(s)] dialog box opens.
3
Configure any settings if necessary.
4
Click .
Set the size and the
position of the image
while referring to a
preview.
3
Set whether to give
image quality or
compression priority.
1.1 Desk: Creating DW Documents
Creating DW Documents
Note
[Paper size]
• For photos and images without set sizes,
select [Same size as the image] to create
a DW document without white margins.
4
Select [Automatic] to import the image in
the smallest set size (e.g. A4).
• The file size to import needs to be between
30mm x 30mm and 2400mm x 2400mm.
A DW document is created on Desk.
The DW document that is created is given the same name as the
original file.
[Import the following file using same
setting]
Select the check box to import more images
with the same settings, to eliminate the need
to open the dialog box for each file.
5
1.2
DocuWorks Printer: Creating DW
Documents
•Refer to HelpBasic Operations of Desk > Creating DocuWorks Documents > Creating
Documents from Application Data > Creating Documents by Printing to a
DocuWorks Printer
1.2
Note
What is a virtual printer?
A virtual printer enables you to output or
convert files like printing them by a printer.
Create DW documents from Web
pages
DocuWorks Printer can be used to easily
create DW documents from web pages.
These documents must be used with care to
copyrights.
Let's create a DW document from the [Print] dialog box of an
application by using a virtual "DocuWorks Printer". DocuWorks
Printer is automatically created when DocuWorks is installed. It
does not need to be installed separately.
1 Display the [Print] dialog box
Print the document from the application. For example
using an Excel document, open the document and click
[Print] on the [File] menu.
The [Print] dialog box opens.
2 Create a DW Document
1
Select [DocuWorks Printer] from the list of [Name] under
[Printer].
2
To set the paper and image quality, click , and
configure the settings in the [DocuWorks Printer Properties]
dialog box.
6
3
Click .
1.2 DocuWorks Printer: Creating DW Documents
Creating DW Documents
Note
Create a single DW document from
1
2
3
Clear the check box if you do not want
Desk to start up after creating DW
documents.
Select and specify the value if you
want to create DW documents on
other than Desk.
multiple worksheets in Excel
A DW document from only the displayed
worksheet is created when creating a DW
document from an Excel file with multiple
worksheets.
To create a DW document from multiple
worksheets in an Excel file, set the
[Resolution] to 600 dpi, the same print
resolution as DocuWorks Printer, in the
[Quality] tab for all the Excel worksheets.
And, set [Print what] to [Entire workbook] in
the [Print] dialog box.
A DW document is created on Desk after Desk started if it had
not yet started. The DW document that is created is given the
same name as the original file.
7
1.3
Creating DW Documents from
Office Applications
•Refer to HelpMenus and Dialog Boxes > Personal Settings
Just click the [Convert to DocuWorks] button in Office
applications (Word, Excel, or Power Point) to create a DW
document.
1.3
Note
Compatible Office versions
•Microsoft® Office XP
•Microsoft
• 2007 Microsoft Office
You need to select the application being
used (Word, Excel, or PowerPoint) in
[DocuWorks Creator for Microsoft Office
Settings] in Personal Settings in advance. In
the default settings, all the applications are
selected. For how to configure Personal
Settings, refer to "Setup Guide".
Start up Desk
Desk does not start up when selecting the
[Create in the specified folder] or [Specify the
name of the document and the folder at
creation] check box under [Creation method]
in the [DocuWorks Printer Properties] dialog
box (page 7).
®
Office 2003
[Convert to DocuWorks]
®
System
1 Create a DW Document
Open a Word, Excel, or PowerPoint file, and click
[Convert to DocuWorks] on the Standard Toolbar.
A DW document is created on Desk after Desk started if it had not
yet started.
8
1.4
Desk/Viewer: Processing DW
Documents
Creating DW Documents
1.4
You can process DW documents made from scanned documents
using a multi-function scanner by the following methods.
• To correct a skewed image from paper documents that
was scanned at an angle
You can correct it by using the [Process Pages] plug-in on
Desk, or [Deskew] on the [Edit] menu on Viewer.
•Refer to HelpUse of Plug-ins > Process Pages (File Optimizing)
Basic Operations of Viewer > Work on Pages > Deskewing Pages
• To reduce small black dots on data that are scanned in
black and white
You can reduce them by using the [Process Pages] plug-in on
Desk, or [Noise Reduction] on the [Edit] menu on Viewer.
Reference
Run OCR
You can convert images of text into digital
text data by OCR. This is explained in
"3.5 Desk/Viewer: Converting Images of
Text to Text Data (p.51)".
•Refer to HelpUse of Plug-ins > Process Pages (File Optimizing)
Basic Operations of Viewer > Work on Pages > Reducing Noise from
Pages
• To remove black margins caused when paper documents
are scanned
You can remove them with the [Edge Erase] plug-in on Desk.
•Refer to HelpUse of Plug-ins > Edge Erase
9
1.4 Desk/Viewer: Processing DW Documents
10
DocuWorks: How to see
DocuWorks: How to see DocuWorks
DocuWorks
Let's try basic operations on Desk and Viewer.
2.1
Differences between Desk and
Viewer
2.1
Note
Other Ways
Double-click the icon on the desktop.
icon can be created if [Create] was
selected in the [Shortcut to DocuWorks
Desk] wizard during installation.
Exit
•Click .
• Click [Exit] on the [File] menu.
Reference
Binders
This is explained in "6.2 Desk: Creating
Binders and Organizing (p.78)".
What you can do in Desk
This is explained in pages titled "Desk"
such as in "1.1 Desk: Creating DW
Documents (p.2)".
•Refer to HelpAbout DocuWorks > DocuWorks Components
Basic Operations of Desk > Opening and Closing Desk
Basic Operations of Viewer > Opening and Closing Viewer
DocuWorks is composed of Desk and Viewer.
This section explains the basic differences between Desk and
This is explained in "6.1 Desk: Stacking/
Unstacking Multiple DW Documents
(p.74)".
12
What is it?
DW documents and binders are located on it like a desk. On the left side, the composition of the
folders, on the right side, the files on the folders are displayed.
You can also stack, and unstack individual files.
Viewer
2.1 Differences between Desk and Viewer
DocuWorks: How to see DocuWorks
How do I start it?
Double-click a DW document or a binder on Desk.
Note
Other Ways
Viewer starts up when you double-click a
DW document or a binder in Explorer.
Exit
•Click .
• Click [Exit] on the [File] menu.
The dialog box asking whether to save the
changes or not appears if you have edited a
DW document or a binder.
Click to save, not to
save.
What is it?
It displays an image of a DW document or a binder you can move around and look at on Desk. Viewer
lets you do more than enlarge DW documents or binders, you can edit individual pages too.
Reference
What you can do in Viewer
This is explained in pages titled "Viewer"
such as in "3.1 Viewer: Adding to DW
Documents (Annotating) (p.26)".
13
2.2
Desk: How to see Desk
•Refer to HelpOperating Environment of DocuWorks > Desk > Make-up of the Desk Window
Let's look at the Desk window.
This area shows the files and folders that are in a folder clicked in the
Folder area.
They can also be shown in List View.
They are shown in Thumbnails View by default.
When in List View: Icons shown in List View:
Menu bar
Standard Toolbar
Standard Plug-in Toolbar
This area shows the folder hierarchy.
Click on it and the contents in the folder are
shown in the Workspace. The [User Folder]
is shown by default. How to see Folder area
is also explained below.
Folder area
Workspace
a DW document
a binder
2.2
This area shows the properties of the DW
documents or binders clicked on the
Workspace.
This button switches the Workspace display
between thumbnail display and list display.
Folder area
Properties
Change Display Button
Note
[User Folder]
The [User Folder] is in the location specified in Personal Settings. In the default setting, it
is in the following location.
Documents\Xerox\DocuWorks\DWFolders
The "Documents" folder varies depending on your OS.
Reference
[Link Folder]
The [Link Folder] is displayed when specifying folders linked to Desk.
You can manipulate the files in the linked folder just the same as those in the [User
Folder].
This is explained in "6.3 Desk: Linking to Folders Other Than the User Folder (p.85)".
Important
[Recycle Bin]
The [Recycle Bin] on [DocuWorks Desk] is different from the [Recycle Bin] on the Windows
Desktop. Right-clicking on [Recycle Bin] and clicking [Empty Recycle Bin] removes the files
in [Recycle Bin]. Be aware that files that are deleted from the [Recycle Bin] do not go into
the Windows [Recycle Bin].
The message from DocuWorks or
information about the clicked file is
displayed.
Status Bar
Slider Bar
To zoom thumbnails
in and out (10-34%),
click the
buttons or drag the
slider left or right.
14
2.2 Desk: How to see Desk
Thumbnail: How to See Thumbnails
•Refer to HelpOperating Environment of DocuWorks > Desk > Workspace View Modes
This table explains about the thumbnails shown on Desk.
With the blue frame
Covered with diagonal lines
With numbers 1/2 and
DW documents in
Selected (Clicked) DW
document
DW document opened in
Viewer
Multiple page DW document
Binder and DW documents in
binder
DocuWorks: How to see DocuWorks
Note
In the default setting, the blue frame is
displayed. To change the color, follow the
procedures below.
Click [DocuWorks Desk Options] on the [Tools]
menu to open the [DocuWorks Desk Options]
dialog box. Then change the value in
[Selection] under [Color setting] on the
[General] tab.
Note
Click to change the page being
viewed. Double-click to change to an
unstacked page by page DW document.
Reference
This is explained in " Binder: How to See
Binders (p.81)".
With
With
With lock mark
DW document with original
data attached
Signed DW document and
binder using a digital certificate
or an electronic signature
Secured DW document and
binder
Note
Sign DW documents or binders to check
whether or not they have been falsified after
the sign.
Note
Lock mark changes its shape depending on the
type of security being used. Type of security is
explained in "7.1 Types of Security and
Function Prohibition (p.90)".
15
2.2 Desk: How to see Desk
With mark
DW document displayed as the
thumbnail of A3 that actually is
Note
The following procedure displays a DW
document in the actual size without the
mark.
1. Click [DocuWorks Desk Options] on the [Tools]
menu to display the [DocuWorks Desk Options]
dialog box.
2. Select [Display in thumbnail view of the same
zoom ratio] under [Large size (page with the long
edge exceeding 500mm)] on the [View] tab, and
click .
Note
If a PDF file has an attached file, there is .
With
With or
PDF file
Image file
Reference
How to create PDF files from DW documents
are explained in "8.1 Desk: Creating a PDF file
from a DW document on Desk (p.98)".
Note
This icon changes depending on the type of
application related to the image file.
Reference
How to create image files from DW documents
is explained in "8.2 Desk/Viewer: Creating an
Image File from a DW Document (p.100)".
Putting Files other than DW Documents and Binders into [User Folder]
•Refer to HelpBasic Operations of Desk > Common Operations > Displaying Non-DocuWorks Files
Note
When putting Word, Excel or
PowerPoint files into the [User Folder]
Files which can be displayed as thumbnails
on Explorer are shown as thumbnails also on
Desk.
XPS file
XPS stands for "XML Paper
Specification".
Install "DocuWorks Thumbnail
Extension 1.0" to display XPS files as
thumbnails. You can download "DocuWorks
Thumbnail Extension 1.0" from the
DocuWorks web site for free. Click [Help] on
Desk and select [Xerox Web Page] >
[DocuWorks Home Page] to display the
DocuWorks web site.
You can put files other than DW documents and binders on Desk.
You have the following two ways to put files other than DW
documents and binders into [User Folder].
• Drag and drop a file onto the Workspace while holding down
the <Ctrl> key.
• Drag and drop a file onto the Desk Workspace and select the
[Import the file without converting to DocuWorks document]
check box in the [Import File] dialog box, and click .
16
2.2 Desk: How to see Desk
DocuWorks: How to see DocuWorks
17
2.3
Viewer: How to see Viewer
•Refer to HelpOperating Environment of DocuWorks > Viewer > Make-up of the Viewer Window
2.3
Reference
Annotations
This is explained in "3.1 Viewer: Adding to
DW Documents (Annotating) (p.26)".
Let's look at the Viewer window.
Menu bar
Toolbars (explained in the next page)
Annotation Toolbar
Displays various information about DW
documents and binders and lets you
edit them. This is explained in "
InfoView: How to See InfoView (p.22)".
Lets you change the properties of
attached annotations.
Shows the total number of
pages
Displays the page specified in
this box
Note
Change the zoom ratio
You can use the following ways other than
the Zoom Toolbar.
• Press the <Ctrl> key while rolling the
mouse wheel.
• Click [Zoom] on the [View] menu to display
the [Zoom] dialog box and specify the ratio.
Find Toolbar
Shows the [Find] dialog box
[Text String]
[Find Previous]
[Find Next]
19
2.3 Viewer: How to see Viewer
How to Change/Display Pages
•Refer to HelpBasic Operations of Viewer > Work on Pages > Turning a Page
Note
[Turn & Scroll Page]
If you click [Turn & Scroll Page] on the
[Tools] menu, pages scroll down when
turning pages.
The upper half of the next page or the lower
half of the previous page is shown.
• Scroll pages
A
B
P.1P.2
• Non-scroll pages
A
B
P.1P.2
Reference
Binder
This is explained in "6.2 Desk: Creating
Binders and Organizing (p.78)".
C
D
C
D
● Click the Page Up/Down Toolbar buttons
Use the buttons on the Page Up/Down Toolbar to turn pages. For
the function of buttons, refer to the previous page.
The [Go to Page] dialog box displayed when clicking varies
depending on the type of the file: a DW document or a binder
• a DW document
The specified page is displayed as in Page Up/Down
Toolbar.
• a binder
Note
Display thumbnail of page
Press the <Shift> key while putting the
cursor on the overlapping pages to display
the thumbnail with page number.
Double-click on notepad on the
notepad list
The notepads are listed on the [NotePad/
Link List] tab in InfoView. Double-click on the
notepad to show the page where the
notepad is stuck.
● Click the overlapping pages
The pages of the DW document or binder with multiple pages are
shown overlapping. Put the cursor on the overlapping pages to
display the page number. Click to open to the page number
displayed.
First page
Displayed page
Last page
Page Number
● Click the notepad
Click on the notepad to show the page where that notepad is
stuck.
20
● Change to the Page Sorter view and click a page
Click either (Page Sorter) or (Page Sorter and Document)
on the Change Display Button to show the pages in Thumbnails
View. Click the page you want to see.
• In Page Sorter view
• In Page Sorter and Document view
The selected page is enlarged and shown in the bottom part of
the screen.
2.3 Viewer: How to see Viewer
DocuWorks: How to see DocuWorks
● Use the keyboard
Press the corresponding key to change pages.
• Previous page: <Page Up> key
• Next page: <Page Down > key
• First page: <Home> key
• Last page: <End> key
● Use the mouse wheel
Press the <Shift> key while rolling the mouse wheel to turn pages
one at a time. Roll the wheel forward to go to the previous page
and backward to go to the next page.
● Use the menus
Click [Previous Page] or [Next Page] on the [View] menu.
21
2.3 Viewer: How to see Viewer
InfoView: How to See InfoView
•Refer to HelpOperating Environment of DocuWorks > Viewer > Make-up of InfoView (Viewer)
Note
Show/hide tabs
Select the check boxes of the names of tabs
to show under [Display Tabs in InfoView] on
the [View] menu. Clear the check box to hide
a tab.
Change the tab order
Drag and drop a tab onto another tab.
Reference
NotePad/Link
This is explained in "3.1 Viewer: Adding to
DW Documents (Annotating) (p.26)".
Binder
This is explained in "6.2 Desk: Creating
Binders and Organizing (p.78)".
The 6 tabs in the InfoView can show you information about the
DW document or binder that is displayed.
The tabs let you manipulate the DW documents or binders.
• [NotePad/Link List] tab (Information about notepads and
links)
Any notepads or links in the DW document
are listed.
You can check the strings in notepads or
links. Double-clicking a notepad opens the
page where the notepad is stuck. Clicking
on a link jumps to the linked destination.
• [Binder Index] tab (Information about DW documents in a
binder)
If a binder is open, the DW documents in
the binder are listed.
[Binder Menu] lets you put DW documents
into binders, change the name of DW
documents in binders, and other things.
Signature
This is explained in "7.1 Types of Security
and Function Prohibition (p.90)".
Note
Verify Signatures
Check if the signature is reliable or if it is
edited after the signature.
22
• [Signature List] tab (Information about document signatures)
Any signatures in the DW document or
binder are listed on this tab. You can check
signature information or open signed
pages.
You can also use the menu that appears
when you right-click on the signature to
verify signatures or recover DW documents.
2.3 Viewer: How to see Viewer
• [Table of Contents] tab (Information about title annotation)
Any title annotations in the DW document or
binder are listed on this tab. Double-clicking
a title annotation opens the page where it is
located. You can also change the title or
make other changes on the menu displayed
when right-clicking on the title annotation.
• [OCR Result] tab (Looking at DW documents scanned with
OCR)
The strings of the OCR results of a page
scanned using OCR are shown.
You can select, add, delete, and input text
in OCR results.
Reference
Table of Contents (Title Annotation)
This is explained in "3.4 Viewer: Creating
a Table of Contents (p.46)".
OCR
This is explained in "3.5 Desk/Viewer:
Converting Images of Text to Text Data
(p.51)".
DocuWorks: How to see DocuWorks
• [Page Properties] tab (Information about page properties)
This area shows the properties of open
documents.
You can check the paper size, type of data
of the original document, resolution, etc.
23
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