PageKeeper Pro ® User's Manual Caere Corporation 100 Cooper Court Los Gatos, California 95032-7603 USA Caere GmbH Innere Wiener Strasse 5 81667 München, Germany Caere UK Information Centre Abbey House 4 Abbey Orchard Street Westminster, London SW1P 2JJ Centre d'informations Caere 72, rue Baratte-Cholet 94100 Saint-Maur, France Please Note In order to use this application, you should know how to work in the Microsoft Windows environment. Please refer to Windows documentation if you have questions about how to use menu commands, dialog boxes, scroll bars, edit boxes, and so on. PageKeeper Pro Version 3 Copyright© 1999 by Caere Corporation. All rights reserved. Folder Watch is a trademark of Caere Corporation. The Caere logo, Caere, PageKeeper, PageKeeper Standard, PageKeeper Pro, OmniPage, and OmniPage Pro are registered trademarks of Caere Corporation. All other trademarks are the property of their respective companies. ii 800-1304-030A Table of Contents Welcome Using This Manual ................................................................................................................2 Getting Online Help..............................................................................................................3 Help Menu ......................................................................................................................3 Context-Sensitive Help..................................................................................................3 Getting Product Support ......................................................................................................4 Chapter 1 Installation and Setup Minimum System Requirements ........................................................................................6 If You Have a Previous Version of PageKeeper or Visioneer PaperPort Installed .....6 Installing PageKeeper ..........................................................................................................7 Setting Up Your Scanner with PageKeeper ......................................................................8 Starting PageKeeper .............................................................................................................9 Registering PageKeeper ....................................................................................................10 Chapter 2 Introduction to PageKeeper PageKeeper Features ..........................................................................................................12 PageKeeper User Interface .................................................................................................14 PageKeeper Desktop....................................................................................................14 PageKeeper View .........................................................................................................15 PageKeeper Find ..........................................................................................................16 PK Scan Button .............................................................................................................16 Selecting PageKeeper Settings ..........................................................................................17 General Settings............................................................................................................18 Scanner Settings............................................................................................................18 OCR Language Settings .............................................................................................19 New Document Settings .............................................................................................19 Folder Watch Settings .................................................................................................20 Chapter 3 Getting Started Exercises Getting Started .....................................................................................................................22 Exercise 1: Add a Document to PageKeeper ..................................................................23 Exercise 2: Work with Folders ..........................................................................................25 Exercise 3: Work in PageKeeper View ............................................................................30 Exercise 4: Work with a Clipped Group .........................................................................34 iii Exercise 5: Find a Document ............................................................................................36 Chapter 4 Organizing and Working with Documents Adding Documents to PageKeeper .................................................................................40 Scanning Documents into PageKeeper ....................................................................41 Scanning Documents Automatically with an ADF ................................................43 Adding Existing Documents to PageKeeper ..........................................................44 Adding Documents Automatically with Folder Watch ........................................45 Adding Web Page Links to PageKeeper ..................................................................47 Organizing Documents .....................................................................................................49 Creating Folders ..........................................................................................................49 Clipping Documents Together ..................................................................................50 Rearranging Items .......................................................................................................53 Renaming Items ...........................................................................................................54 Removing Items ..........................................................................................................54 Automatically Organizing Documents ...........................................................................56 Viewing Documents ..........................................................................................................60 Annotating Documents .....................................................................................................62 Opening Documents ..........................................................................................................65 Opening Documents in Their Own Applications ...................................................65 Opening Web Pages ....................................................................................................65 Opening Documents in Other Applications ...........................................................66 Printing, Faxing, and Mailing Documents ......................................................................67 Chapter 5 Finding Documents Starting a Search .................................................................................................................70 Search Tips ..........................................................................................................................72 Entering Search Text ...................................................................................................72 Searching for Similar Documents .............................................................................72 Searching Within Search Results ..............................................................................73 Searching for Old Documents to Discard ................................................................73 Sorting Search Results by Relevancy .......................................................................73 Locating Search Words in Retrieved Documents....................................................73 Reusing Search Criteria ..............................................................................................73 Saving Search Criteria to a Smart Folder .................................................................73 Storing Search Results in a Folder ............................................................................73 Specifying Multiple Criteria for Your Search .................................................................74 Modifying Search Criteria .................................................................................................76 Changing the Search Conditions .....................................................................................77 Saving Search Criteria .......................................................................................................80 PageKeeper Find Options .................................................................................................82 Content Tab ..................................................................................................................82 Properties Tab ..............................................................................................................84 Image Tab .....................................................................................................................85 Look in Tab ..................................................................................................................86 iv Chapter 6 Technical Information Troubleshooting Solutions ................................................................................................88 Solutions to Try First ...................................................................................................88 Low Disk Space Problems ..........................................................................................89 Low Memory Problems ..............................................................................................89 Problems Connecting PageKeeper to Your Scanner ..............................................90 System Crash Occurs While Scanning .....................................................................90 Converting Databases for Use in PageKeeper Pro ........................................................91 PageKeeper Standard and Lite 3.0 Conversions .....................................................93 PageKeeper 2.0 or 2.1 Conversions ...........................................................................93 Visioneer PaperPort Conversions .............................................................................94 Keeping Track of Document Changes .............................................................................95 Performing Background OCR on Images .......................................................................96 Image Quality Required for OCR ..............................................................................96 Improving OCR Accuracy .........................................................................................97 Sending Documents from PageKeeper ............................................................................98 Customizing the Application Toolbar .............................................................................99 Document Thumbnails ....................................................................................................101 Checking PageKeeper Jobs .............................................................................................102 Uninstalling PageKeeper .................................................................................................104 Index v vi Welcome Welcome to PageKeeper, and thank you for using our software! The following documentation has been provided to help you learn about PageKeeper. This User's Manual This manual introduces you to the basics of using PageKeeper. It includes installation and setup instructions, an introduction to the product, exercises for getting started, task-oriented instructions, and technical information. This manual is also available as an electronic file in PDF format. To open the file after installation, click Start in the Windows taskbar and choose Programs Caere Applications Caere Documents PageKeeper Pro Manual. PageKeeper Online Help The online Help contains information on features, settings, and procedures. It has been designed for quick and easy information retrieval. Please see "Getting Online Help" on page 3 for more information. PageKeeper Readme File The PageKeeper Readme file contains last-minute information about the software. To open the Readme file after installation, click Start in the Windows taskbar and choose Programs Caere Applications Caere Documents PageKeeper Pro Readme. Scanner Setup Notes The Scanner Setup Notes is an electronic file that contains information about the Caere Scan Manager and supported scanners. To open this PDF file after installation, click Start in the Windows taskbar and choose Programs Caere ...