Xerox DocuWorks 6.2 Operation Guide
Basic Operation Guide
2
Preface
Thank you for using DocuWorks.
DocuWorks™ document handling software provides you with a uniform way to handle data in a
wide variety of office situations.
With DocuWorks, you can handle both documents created by PC (personal computer)
applications and data acquired by scanning as DocuWorks format data. This data can also be
sent as e-mail or printed on a printer.
This manual provides overview of DocuWorks and its basic operations. Be sure to read this
manual before using DocuWorks.
The description of the contents are assumed that the user has acquired the basic operations of
Microsoft
Windows
Windows 98SE, Windows Me, Windows 2000, Windows XP, Windows Vista).
®
Window
®
2000, Microsoft® Windows® XP, Microsoft® Windows Vista® (here after called
®
98 (Second Edition), Microsoft® Windows® Millennium Edition, Microsoft
Xerox Corporation
®
Permission has been obtained from Microsoft Corporation for use of software screen shots.
Microsoft, Windows, Windows Vista, Excel, and Internet Explorer are registered trademarks of Microsoft Corporation in the
United States and/or other countries.
Adobe, Acrobat and Elements are either registered trademarks or trademarks of Adobe Systems Incorporated in the United
States and/or other countries.
Pentium is a registered trademark of Intel Corporation, and its subsidiaries in the United States and/or in other countries.
WinReader is registered tradmark of Media Drive Corporation.
All product/brand names are trademarks or registered trademarks of the respective holders.
Fuji Xerox is not responsible for any breakdown of machines due to infection of computer virus or com-
puter hacking.
Important
1. This manual is copyrighted with all rights reserved. Under the copyright laws, this manual may not be
copied or modified in whole or part, without the written consent of the publisher.
2. Parts of this manual are subject to change without prior notice.
3. We welcome any comments on ambiguities, errors, or omissions, or missing pages.
Xerox, The Document Company, the stylized X, TrustMarking Basic, and CentreWare are registered trademarks of
Xerox Corporation.
DocuWorks is a trademark of Fuji Xerox Co.,Ltd.
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About DocuWorks Manuals
The following Manuals are available for DocuWorks.
Type of Manuals
The following manuals provide information on functions and operations of DocuWorks.
Manual Name Description
Installation Guide It explains operating environments and installation
procedure of DocuWorks. This manual is shown by
clicking the [Installation Guide] on the screen when you
insert the CD-ROM of DocuWorks into the drive on your
computer.
Basic Operation Guide
(this guide)
Help Help explain overall features of DocuWorks and details of
This guide describes basic operations such as viewing,
creating, and editing documents.
If you check [Basic Operation Guide] in the [Select Option
Files] dialog box when you install DocuWorks, this guide
will also be installed.
You can view it by selecting [All Programs] > [Xerox] >
[DocuWorks] > [DocuWorks Basic Operation Guide].
each function.
You can use Help as a reference to understand the
general description, as well as each operation and
functionality of DocuWorks. You can also refer to Help to
find out about setting procedures in dialog boxes while
using DocuWorks.
It mainly describes the following main points.
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Overview and New Functions
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Setting up and usage of operating environment with
windows
z
All operations
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Menus and functions of dialog boxes
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Specifications, compatibilities, cautions and constraints
Manual File
Format
DocuWorks file
DocuWorks file
CHM file
Release Notes It describes information you should read before working
Using This Guide
This manual includes following contents.
1 DocuWorks Overview
DocuWorks document handling software provides you with a uniform way to handle data of
various kinds. This section describes what you can do with DocuWorks and an overview of its
features.
HTML file
with DocuWorks. Cautions and Constraints concerning
DocuWorks are explained.
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2 Using DocuWorks
DocuWorks has two interface windows: Desk and Viewer. Desk provides the environment as if
you were working while sitting at a desk. You can work with Viewer as if you were writing on
paper-based documents. This section describes how to use DocuWorks.
3 Creating a DocuWorks Document
DocuWorks documents can be created from scanned paper documents, data of other
applications, and image files. There are several ways to create DocuWorks documents. This
section describes how to create DocuWorks documents.
4 Editing
You can attach notepads, write comments, or edit with annotations in DocuWorks documents just
like on paper-based documents. You can also utilize text or images in documents. This section
describes editing work you can perform with DocuWorks.
5 Combining Documents
You can stack DocuWorks documents into a single document, and you can also unstack them.
You can stack PDF documents into a single document, and you can also unstack them. As for
DocuWorks documents, you can assemble the stacked documents into a binder. This section
describes how to stack and unstack documents and how to work with binders.
6 Organizing Documents Using Folders
Documents and binders can be organized using folders. You can create a new folder in the user
folder in Desk or link to a Windows folder to which documents or binders can be moved or copied.
This section describes how to manage files in the folders.
7 Printing
You can print DocuWorks documents in the same way as with other Windows applications. This
section describes how to use plug-ins, as well as the various ways of printing such as by enlarging
or reducing the document according to paper size.
8 Searching
In Desk, you can search documents or binders using a specified file name, date, text, or
document properties as a keyword. Documents in other formats can also be searched. Multiple
conditions can be set for search. This section describes how to search a document.
9 Securities and Digital Signature
You can set security levels to protect documents so that only the specified user is allowed to
open, edit and print the document. You can sign a DocuWorks document in the same manner as
you puttting a seal or a signature on a paper document. When documents are signed, it is
possible to confirm the signer and the contents of the documents at the point when they were
signed, thus preventing tampering or forgery. This section describes how to set securities and the
features of the DocuWorks Electronic Signature, as well as the digital certificate.
10 Converting a Document to Another Format
You can convert DocuWorks files to PDF or image files. Or, you can convert PDF or image files
to DocuWorks files. Furthermore, you can search PDF files on Desk or display thumbnails of PDF
files. This section describes how to convert files to or from DocuWorks files.
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11 Useful Features for Operations
This section introduces useful features of DocuWorks other than basic operations.
Conventions
The following symbols are used in the manual.
Symbol Use of the symbol
Important
Note
Refer to
“ ” Represents names of other manuals, and titles of sections within this manual for
[ ] Represents dialog box names, and item names and button names in the dialog
> Represents hierarchy of the menus, e.g. Select the [Start] menu of Windows, and
< > key Represents keys on the keyboard of a PC.
Refer to Help
?
z
This manual describes the DocuWorks screens and operations taking Windows XP as an
Indicates important information that you should read.
Indicates additional information on operations or features.
Indicates cross-reference within this guide.
references. Also represents folder names, file names, and directory path names.
box, e.g. Click the [OK] button.
[All Programs] > [Xerox] > [DocuWorks].
Represents a reference title of the topics in Help.
example. For those who use operating systems other than Windows XP, please read
information according to the respective environment.
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The term, "select" used in this manual refers to an operation to choose the menu items or items
in the dialog box. The term, "click" refers to an operation to place a cursor over a button in the
dialog box and press the left button of the mouse.
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The following terms may be abbreviated in some cases:
- "DocuWorks Desk" may be abbreviated as "Desk".
- "DocuWorks Viewer" may be abbreviated as "Viewer".
- "DocuWorks Viewer Light" may be abbreviated as "Viewer Light".
- "DocuWorks Viewer Light for Web" may be abbreviated as "Viewer Light for Web".
- "DocuWorks Viewer Control" may be abbreviated as "Viewer Control".
- "[DocuWorks Desk] window" may be abbreviated as "Desk window".
- "[DocuWorks Viewer] window" may be abbreviated as "Viewer window".
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Unless otherwise noted, a "document" may be used instead of a "DocuWorks document". A
"binder" may be used instead of a "DocuWorks binder". A "DocuWorks document" and a
"DocuWorks binder" together may be called "DocuWorks file" collectively.
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How to Use Help and Release Note
Displaying Help
Starting from the Windows [Start] menu
Click [Start] on the Windows taskbar, then select [All Programs] > [Xerox] > [DocuWorks] >
[DocuWorks Help].
You can also display Help without starting DocuWorks.
Starting Help from the DocuWorks [Help] menu
Select [DocuWorks Help] from the [Help] menu in the Desk or Viewer window.
How To Use Help
You can use Help by clicking the buttons at the top of the Help window or right-clicking within the
window to show the pop-up menu.
Refer to Help
?
How To Use Help and the Manuals > How to Use Help
Displaying Release Notes
Before installing DocuWorks
The Release Notes for the entire CD-ROM is shown by clicking the [Release Note] on the screen
when you insert the CD-ROM of the DocuWorks into the drive on your computer. Track back the
links to display the desired information.
After installing DocuWorks
Click [Start] on the Windows taskbar, then select [All Programs] > [Xerox] > [DocuWorks] >
[Readme].
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Table of Contents
Preface .........................................................................................................2
About DocuWorks Manuals..........................................................................3
How to Use Help and Release Note............................................................. 6
Table of Contents ......................................................................................... 7
1 DocuWorks Overview.............................................................................................. 9
1.1 Introduction to DocuWorks ........................................................................... 9
1.2 DocuWorks Components............................................................................ 12
1.3 Types of Document Handled in DocuWorks............................................... 15
2 Using DocuWorks.................................................................................................. 17
2.1 Starting and Exiting DocuWorks................................................................. 17
2.2 Components of Desk..................................................................................18
2.3 Components of Viewer ............................................................................... 24
3 Creating a DocuWorks Document ....................................................................... 33
3.1 Creating Documents by Dragging-and-dropping Files of Another
Application to Desk.....................................................................................33
3.2 Creating Document by Dragging-and-dropping Image Files to Desk......... 35
3.3 Creating Documents by Outputting Files of Another Application to
the DocuWorks Printer .............................................................................. 37
3.4 Creating DocuWorks Documents by Scanning Paper Documents............. 38
3.5 Creating Documents Using the [Convert to DocuWorks document] Button
in the Office Application..............................................................................39
4 Editing .................................................................................................................... 40
4.1 Adding Annotations .................................................................................... 40
4.2 Utilizing Document Contents ...................................................................... 48
4.3 Converting Characters in an Image to Text Data (OCR) ........................... 50
4.4 Sorting Pages.............................................................................................52
4.5 Setting Up Headers and Footers................................................................ 54
4.6 Creating a Table of Contents......................................................................57
5 Combining Documents ......................................................................................... 59
5.1 Stacking or Unstacking Documents............................................................ 59
5.2 Combining Documents into a Binder.......................................................... 61
6 Organizing Documents Using Folders ................................................................ 68
6.1 Organizing Documents Using a User Folder.............................................. 68
6.2 Organizing Documents Using a Link Folder............................................... 70
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6.3 Cleaning Up the Recycle Bin......................................................................71
7 Printing ...................................................................................................................72
7.1 Printing a Document ...................................................................................72
7.2 Useful Features for Printing........................................................................75
8 Searching ............................................................................................................... 77
8.1 Searching for a Document in Desk.............................................................77
8.2 Searching for a Text String in Viewer......................................................... 82
8.3 Adding a Mark to the Search Result........................................................... 84
8.4 Search PDF Files ....................................................................................... 86
9 Securities and Digital Signature .......................................................................... 88
9.1 Overview of Securities................................................................................ 88
9.2 Configuring the Security Using a Password ............................................... 90
9.3 Security Using DocuWorks Electronic Signature........................................ 92
9.4 Security Using a Digital Certificate ............................................................. 93
9.5 Overview of Signatures .............................................................................. 94
9.6 Security Using DocuWorks Electronic Signature........................................ 95
9.7 Security Using a Digital Certificate ............................................................. 97
10Converting a Document to Another Format ....................................................... 98
10.1 Converting to a PDF File ............................................................................ 98
10.2 Converting Documents to Image Files .....................................................100
11Useful Features for Operations..........................................................................102
11.1 Useful Plug-in Features ............................................................................ 102
Index.........................................................................................................106
1 DocuWorks Overview 9
1 DocuWorks Overview
DocuWorks document handling software provides you with a uniform way to handle data of
various kinds. With DocuWorks, you can work with digital documents as if you were working with
paper documents. This section describes what you can do with DocuWorks.
1.1 Introduction to DocuWorks
DocuWorks is software that converts paper documents and files that were created using other
applications into DocuWorks format to enable uniform handling of data. DocuWorks does away
with the need to be conscious of differences in computer file formats, making it possible to handle
document files in much the same manner as paper documents.
A document in DocuWorks format is called a DocuWorks file.
That growing mountain of paper... You can immediately find the desired documents if they have been digitized and saved in digital format.
That mountain of paper just continues to grow. You can't remember where
you put those files, even though they were neatly filed away.
DocuWorks allows paper-based documents to be scanned and then
managed as electronic data. Once in electronic form, documents are easy
to find using the search function. Also, you can rotate electronic documents
to change the orientation or straighten the slant of electronic documents
after scanning.
It also saves storage space, increases efficiency, and reduces cost.
You can save Web-based information just like printing it on a paper.
When you save Web pages, pages that are different
from what you have viewed on the screen may be saved
due to the split frames within a window.
With DocuWorks, you can save the information on Web
pages in the same image as you see on the PC screen
by following the similar procedure used for printing. In
the same way, you can convert other information such
as e-mails to DocuWorks documents.
1 DocuWorks Overview 10
You can file or bind electronic data created by various applications into a single document.
Suppose you want to insert Microsoft Excel tables, scanned materials, and digital camera
photo data into a report in Microsoft Word format and add titles or page numbers to distribute
as handouts for a meeting. You might even want to print those handouts or staple them.
DocuWorks manages files created using different application software as one document.
You can even replace the specified pages later or add sequential page numbers or headers.
A created document can have its original application file attached. DocuWorks also enables
enlarged or reduced printing of a variety of paper sizes such as A4 or Letter, on a specified
page sizes.
You can even process pages of various sizes or orientations to create a DocuWorks
document containing pages of unified size and aligned orientation and check it on the screen
before printing.
Writing memos or pasting notepads on electronic documents is also possible
One of the good points of paper-based documents is that you can use
highlighter pens to mark important points, write comments, or paste notepads.
With DocuWorks, you can use highlight pens, add comments, paste notepads,
or put stamps onto the documents even though they are electronic. In addition,
you can use the signature function to clarify the person in charge of document
creation and in charge of approval, or use the security function to protect the
document.
You can also utilize or search texts in image data
You can create documents in electronic form by scanning, but that
doesn't allow you to re-use the text in the documents.
With DocuWorks, you can process scanned image data by OCR to
obtain the document's text. Characters and images of the application
data can also be extracted and re-used. You can perform search in the
extracted character data using a specified file name or the text in the
document as a keyword.
Various files can be consolidated and be managed in the Desk window
You might have found it difficult to manage files of different applications
and formats, because they were stored in different locations.
DocuWorks allows you to unify management of files including image files
(TIFF, JPEG, Bitmap), PDF, and files of other applications, in Desk with
easy operations, where they can be displayed as thumbnails. Or, you can
convert DocuWorks files to PDF or image files.
1 DocuWorks Overview 11
Operations such as printing, e-mail transmission, and saving files in folders can be carried out in the Desk window.
Normally, you have to start your e-mail program to transmit documents by email, or start Windows Explorer to save documents.
DocuWorks can transmit multiple files at a time including DocuWorks files
and other application files. In addition, files can be saved in the shared folder
on the network.
Security levels can be set to protect documents
When transferring important documents via the Internet, you may be anxious about
the information being leaked or the contents being overwritten during transmission.
It is important for us to be able to handle documents with peace of mind regardless
of the user, environment, or tool, by implementing fail-safe operation.
You can set security levels to protect documents. The protected document can be
opened only by those that have the designated password or digital certificate, thus
preventing leakage of contents.
1 DocuWorks Overview 12
1.2 DocuWorks Components
The DocuWorks CD-ROM contains DocuWorks, DocuWorks Viewer Light, and Adobe® PDF
Creation Add-On.
DocuWorks
By installing DocuWorks, you can use DocuWorks Desk, DocuWorks Viewer, DocuWorks Viewer
Control, and DocuWorks Printer.
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DocuWorks Desk
The DocuWorks Desk (hereafter referred to as "Desk") window shows a folder structure and
files in a folder. You can perform file-by-file operation such as copying, managing, or storing
DocuWorks documents.
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DocuWorks Viewer
The DocuWorks Viewer (hereafter referred to as "Viewer") window displays the contents of
DocuWorks documents a page at a time. You can change the page sequence, add headers
and page numbers, and annotating individual pages with comments.
1 DocuWorks Overview 13
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DocuWorks Viewer Control
DocuWorks Viewer Control allows you to display DocuWorks files on Microsoft Internet
Explorer on page-by-page basis. You can print the displayed DocuWorks file, search and copy
a certain text string, jump to the linked location by clicking a link annotation, and extract original
data. It also allows you to edit DocuWorks files, such as pasting annotations and changing
attributes, and then save files displayed on Microsoft Internet Explorer.
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DocuWorks Printer
When you install DocuWorks, ÅgDocuWorks PrinterÅh is added in [Printers and Faxes] of
Windows. This print driver can be used to create DocuWorks documents from data created on
other applications.
DocuWorks Viewer Light
Simplified version of the DocuWorks Viewer. This enables you to view and print DocuWorks
documents in an environment that does not have DocuWorks installed.
You can search and copy a character string, jump with the use of link annotation, and extract
original data. You cannot edit using Viewer Light.
Note You can download its latest upgrades from the DocuWorks website for free.
1 DocuWorks Overview 14
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DocuWorks Viewer Light for Web
DocuWorks Viewer Light for Web allows you to display the DocuWorks file on Netscape 7.x or
Firefox 2.0x, on page-by-page basis. You can print the displayed DocuWorks file, search and
copy a certain text string, jump to the linked location by clicking a link annotation, and extract
original data. DocuWorks Viewer Light for Web does not allow you to edit DocuWorks files.
Note You can download its latest upgrades from the DocuWorks website for free.
DocuWorks Image Capture
By using DocuWorks Image Capture, you can convert an image file in your PC into a file in
DocuWorks format and manipulate it as a DocuWorks document.
DocuWorks Image Capture periodically monitors a specified directory, converts a detected image
file (JPEG and TIFF file) to a DocuWorks document.
Adobe PDF Creation Add-On
This allows you to create a PDF file only by opening the document that have been created using
DocuWorks or other application, and printing it to "Adobe PDF" as a destination.
1 DocuWorks Overview 15
1.3 Types of Document Handled in DocuWorks
The types of document handled in DocuWorks are as follows:
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DocuWorks document
Document data created by DocuWorks. Application data and image files can be converted to
create DocuWorks documents.
You can attach or add annotations such as notepad annotations, text, drawings, freehand,
dates, and stamps to DocuWorks documents. The extension is "xdw".
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DocuWorks binder
A "container" used for holding a batch of DocuWorks documents together. The extension is
"xbd".
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DocuWorks file
A term used to refer collectively to DocuWorks documents and DocuWorks binders.
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Original data
Application data that is attached to a DocuWorks file.
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Pageless document
A DocuWorks document that does not have any pages. Original data can be attached.
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Signed documents
A DocuWorks file that has a signature in the form of a DocuWorks Electronic Signature or a
Digital Certificate.
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Protected documents
A DocuWorks file for which security settings have been made.
Protection is made using a password, a DocuWorks Electronic Signature, or a Digital
Certificate.
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Shortcut to a DocuWorks file
A shortcut to a DocuWorks file. If you make the setting to display a file other than DocuWorks
documents, the shortcut appears in thumbnail view.
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Other format file
Files other than DocuWorks document and DocuWorks binders, such as files and image files
created by other applications. You can display such files in the workspace on Desk, and move
the files among folders, or copy or delete the files, as well as start application that have been
associated using Windows Explorer. You can also convert files to DocuWorks documents.
1 DocuWorks Overview 16
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Folder
Used to organize and store files. Folders appear in the folders area on Desk.
Single-page
DocuWorks
document
Multi-page
DocuWorks document
Binder
Original Data
Attached documents
Pageless
document
Signed
documents
Protected
documents
Protected documents
of which thumbnail is
displayed.
Shortcut
PDF files
Other format File
Folder
2 Using DocuWorks 17
2 Using DocuWorks
DocuWorks consists of the Desk and Viewer.
When starting DocuWorks, the Desk window appears. Desk provides an environment as if you
were sitting at a desk. You can handle documents with DocuWorks as if you were opening them
on your desk.
Double-clicking on the DocuWorks files displays the Viewer window. With Viewer, you can attach
notepads, write comments, or edit with annotations in DocuWorks documents just like on paperbased documents.
This section describes how to start, operate, and exit DocuWorks as well as the way it is
organized such as the names and functions of each part of Desk and Viewer.
2.1 Starting and Exiting DocuWorks
This section describes how to start and exit DocuWorks.
Starting DocuWorks
The procedure for starting DocuWorks is as follows:
Opening Desk using the [Start] menu
1 Click [Start] on the Windows taskbar, then select [All Programs] > [Xerox] > [DocuWorks] >
[DocuWorks Desk].
DocuWorks starts and the Desk window appears.
Opening Desk using the shortcut
1 Double-click the Desk shortcut icon on the Windows desktop.
DocuWorks starts and the Desk window appears.
Note The Desk shortcut icon appears on the desktop only if you created it during the
Exiting DocuWorks
The procedure for exiting DocuWorks is as follows:
1 Select [Exit] from the [File] menu in Desk.
This exits DocuWorks and closes the Desk window.
Note You can also close Desk using the following method:
• Clicking the [X] button at the top right corner of the Desk window.
installation of DocuWorks.
2 Using DocuWorks 18
2.2 Components of Desk
The Desk window, which is opened by starting DocuWorks, provides an environment as if you
were sitting at a desk.
Desk consists of the following three windows:
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Folder area
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Toolbar
- Standard Toolbar
- Plug-in Toolbar
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Workspace
Infoview
Standard Toolbar
Plug-in
Toolbar
Folders
Folder area
Status Bar
Thumbnail
Workspace
Workspace
Displays the files in the folder which is being selected in the folder area.
Files in the folder are displayed in thumbnail when starting DocuWorks. You can also display files
in list view.
Thumbnail
A reduced image of a DocuWorks file. The zoom ratio cannot be changed.
Folder area
Shows a folder structure. You can create folders and store files.
Standard Toolbar
A collection of buttons for performing frequently used functions.
2 Using DocuWorks 19
Plug-in Toolbar
A collection of buttons for using plug-ins.
Status Bar
A message or information on the selected file is displayed.
Infoview
Displays an enlarged image of the display page of the selected DocuWorks file, as well as
information on the file.
Folder area
In DocuWorks, you can use Desk folders to organize files.
It is like a desk drawer or a common cabinet. The contents of the folder which is open in the folder
area are displayed in the workspace on the right.
System definition folder
System definition folder
Desk folders that are created upon installation of DocuWorks are called system definition folders.
You cannot delete, move, copy, rename, or change attributes of the system definition folders.
There are 3 types of system definition folders:
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User folder
You can store files or create folders in the user folder.
Folders that are created by the user below the user folder are called user definition folders.
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Link folder
In the link folder, a link root folder that is link-connected to a Windows folder or a network folder
is created.
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Recycle Bin
A folder for temporarily storing those files deleted on Desk until they are actually removed from
the system.
User definition folders
System definition folder
Link root folder
Link definition folders
System definition folder
2 Using DocuWorks 20
Link folder
To use a folder other than the user folder, such as a network folder, on Desk, create a link
connection in the link folder. When a link connection has been established, you can display
files existing in the link destination folder in the workspace and manipulate the files in the same
manner as the files in the user folder. Note that such a file does not go into the recycle bin when
it is deleted.
There are 3 types of link-related folders:
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Link folder
A system definition folder. You can create a link connection immediately below this link folder.
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Link root folder
A folder that is link-connected to a Windows folder or a network folder.
A link root folder is created immediately below the link folder.
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Link definition folder
This is a folder in link destination, that is displayed in a link root folder.
Refer to Help
?
Operating environment of DocuWorks > Desk > Make-up of the Folder Area
Workspace
Workspace is used as a working area on the desktop. Files stored in the selected folder are
displayed on Workspace.
Files are displayed either in thumbnail view (reduced image) or in list view.
Workspace View Modes
View as Thumbnails (reduced image)
The default view mode when opening Desk.
[List View] of the [View] menu is unchecked.
2 Using DocuWorks 21
List View (list of file names)
Check [List View] of the [View] menu. Lists information on the files such as names, sizes, and the
modified dates. Thumbnails are not displayed.
Note You can add items to be displayed in list view or change the order of display in Desk
settings.
Displaying the Infoview (enlarged images and the detailed information)
To show infoview, select [InfoView] from the [View] menu. InfoView displays the preview and
properties of the selected document, including the name, size, and modified date.
Refer to Help
?
Infoview
• Operating Environment of DocuWorks > Desk > Make-up of Infoview
• Operating Environment of DocuWorks > Desk > Make-up of Workspace
2 Using DocuWorks 22
Toolbar
The toolbar contains buttons for frequently used functions in Desk.
There are 2 types of toolbars; a standard toolbar and the plug-in toolbar. This section describes
a standard toolbar. You can change the settings of the toolbar in Desk.
Standard Toolbar
The standard toolbar contains buttons for frequently used functions in the Desk menu.
You can add buttons of the toolbar or change their display order using [Customize Standard
Toolbar] in Desk.
Refer to Help
?
Plug-in Toolbar
The plug-in toolbar contains buttons for the plug-in tools available in Desk.
You can add buttons of other plug-ins using [Plug-in Setting] in Desk.
Import File
TWAIN Acquire
Print
Image Converter
Stack documents
Rotate document to
Find
Sort documents
Toggle
InfoView
Operating Environment of DocuWorks > Desk > Description of Bars > Standard
Toolbar
Page Layout Process Pages
File Optimization
documents
the right
Unstack
Find and Mark
Forward
List / Thumbnail
Back
Up
Extract Images
Sort Pages OCR
Refer to Help
?
Note • Removing the check mark in the [Toolbar] submenu of the [View] menu hides the
Operating Environment of DocuWorks > Desk > Description of Bars > Plug-in
Toolbar
toolbar.
• You can change buttons displayed on the toolbar. Buttons can be changed in the
[Customize Toolbar] dialog box displayed by selecting [Customize Standard Toolbar] of
the [View] menu.
Edge Erase
Conversion to PDF
2 Using DocuWorks 23
Status Bar
The status bar displays description on the current command, a message of the task in progress,
or the information on the current file.
Refer to Help
?
Operating Environment of DocuWorks > Desk > Description of Bars > Status Bar
2 Using DocuWorks 24
2.3 Components of Viewer
Viewer, opened by double-clicking the DocuWorks file, displays the document in a manner that
you open that document on the desktop. With Viewer, you can edit DocuWorks files.
Find Toolbar
Zoom ToolbarStandard Toolbar
Annotation
Toolbar
Page
Toolbar
Infoview
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Cursor Types
The shapes of cursors displayed in Viewer are as follows:
Scrolling Mode
Pointing Mode
Property Toolbar
Operating Environment of DocuWorks > Viewer > Make-up of the Viewer Window
A cursor mode for scrolling a page. When the left mouse button is pressed with the cursor
over a document page, the cursor shape changes into a closed hand. As you drag the cursor
in this state, the page moves along with the cursor.
In this mode, you can select an annotation pasted in a document, or select a page in page
sorter view. When you move the cursor over an annotation, the shape of the cursor changes.
Status Bar
2 Using DocuWorks 25
Text Mode
A cursor mode for selecting a text string from a page.
Tool Mode
The shape of a cursor changes when pasting an annotation. (There are several shapes of
cursor in Tool mode according to the type of annotation. Some of the examples are shown
here.
Cursor to Jump to the Link Destination
A cursor that jumps from the link annotation to the link destination.
Cursor of the Page Number
A cursor representing a page number.
If a document has multiple pages, placing the cursor over the piling portion of pages displays
the page number of the page to which the cursor is currently pointing.
Note For DocuWorks files, pressing the <Shift> key while the cursor of the page number is
displayed shows thumbnails of the pages.
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Operating Environment of DocuWorks > Viewer > Cursor Types
2 Using DocuWorks 26
Toolbar
A Toolbar is like a tool box placed on the desk. Tools that are frequently used to edit DocuWorks
files are displayed on the toolbar.
Standard Toolbar
Contains buttons for frequently used functions in the Viewer menu.
You can add buttons of the toolbar or change their display order using [Customize Standard
Toolbar] in Viewer.
Save
New
Open Copy
Print Rotate Right
Forward
Scrolling Mode
Back
Pointing Mode
Text Mode
Paste
Cut
Document View
Original Data View
Page Sorter View
Toggle Starch/
Remove Starch
Copy Image
Full Screen
Page Sorter/
Document View
Toggle Annotations
Toggle
InfoView
Binder View in
Sequential Page
Display Binder
Index
User Option
Help
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Zoom Toolbar
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Operating Environment of DocuWorks > Viewer > Description of Bars > Standard
Toolbar
Use this bar to change the zoom ratio of the document currently open in Viewer.
Fit to Whole Page
Zoom
Zoom Out
Fit to Page Width
Zoom In
Operating Environment of DocuWorks > Viewer > Description of Bars > Zoom
Toolbar
2 Using DocuWorks 27
Find Toolbar
Use this bar to search any text string by specifying it in the document currently open in Viewer.
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Page Toolbar
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Find Search string
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Operating Environment of DocuWorks > Viewer > Description of Bars > Find
Toolbar
Find Previous
Find Next
Use this toolbar to turn pages of the document currently selected in Viewer or specify the page
of the document to view.
First Page
Previous Page
Next Page
Last Page
Go To
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Operating Environment of DocuWorks > Viewer > Description of Bars > Page
Toolbar
2 Using DocuWorks 28
Annotation toolbar
Contains the buttons of the annotation tools defined in Viewer.
You can add buttons of the toolbar or change their display order using [Annotation Toolbar
Options] in Viewer.
NotePad/Yellow
Text/Times New
Roman/Black/
12pt
Text/Times New
Roman/Red/
12pt
CONFIDENTIAL
URGENT
COPY
PRIVATE_CONFIDENTIAL
FreeHand/
Black/1 pt
Marker/Yellow/
NotePad/Blue/
with Text
DRAFT
Line/Black/1pt
Ellipse/
Frame: Red 3pt/
Fill: None
7pt
Rectangle/Frame:
Red 3pt/Fill: None
OLE
Polygon/Frame:
Red/Fill: Aqua
(Transparent)
Paper
Title/Level1
Letter Portrait
Link
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Property Toolbar
Displays buttons for changing properties of annotations.
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Operating Environment of DocuWorks > Viewer > Description of Bars > Annotation
Toolbar
Fill Color
Pen Color
Pen Thickness
Rotate Text
Annotation
Font
Font Size
Bold
Underline
Text Color
Italic
Operating Environment of DocuWorks > Viewer > Description of Bars > Property
Toolbar
2 Using DocuWorks 29
Status Bar
Displays information on documents, description of functions of buttons on the toolbar, and
messages currently being processed.
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Operating Environment of DocuWorks > Viewer > Description of Bars > Status Bar
Viewing Documents
Infoview
Infoview displays information on the document being opened in the Viewer window. There are 5
tabs:
z
NotePad / Link List
Displays a list of notepad annotations and link
annotations for the document. You can view information
on annotations.
From the list, you can display a page that has an
annotation, or jump to a link destination by doubleclicking the respective icon.
z
Binder Index
Displays a list of documents contained in the binder is
displayed when the binder is open.
You can use menu to display the number of pages of
each document in the binder. You can also import
document into the binder, or rename the file in the binder.
z
Signature List
Displays a list of signatures affixed in the document. You
can check the signature information, or display the page
that has the signature.
You can also verify the signature or restore the document
using the pop-up menu.
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z
Table of Contents
Displays a list of title annotations pasted in the
document.
You can check the title information, or change the level
of the character string.
If you double-click a title icon on the list, the page on
which annotations are pasted will be displayed.
z
OCR Result
Displays recognition result of the OCR-processed
documents.
You can search a text string in the result and edit the text.
z
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Document View
Pages are displayed in layers. You can change the zoom ratio. This is the default view of Viewer
window.
Use this view to read the contents of the page, search text strings, or attach a notepad to the
page.
Page Properties
Displays the properties of the page currently displayed.
You can check information such as the paper size, type
of the original data, or the resolution.
Operating Environment of DocuWorks > Viewer > Make-up of Infoview
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