User's Guide Contents Index About This Guide Contents Index COPYRIGHT INFORMATION Copyright © 1997­1998 by ScanSoft, Inc., a Xerox Company. All rights reserved. No part of this publication may be transmitted, transcribed, reproduced, stored in any retrieval system or translated into any language or computer language in any form or by any means, mechanical, electronic, magnetic, optical, chemical, manual, or otherwise, without the prior written consent of ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts 01960. Printed in the United States of America. The software described in this book is furnished under license and may be used or copied only in accordance with the terms of such license. IMPORTANT NOTICE ScanSoft, Inc. provides this publication "as is" without warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability or fitness for a particular purpose. Some states or jurisdictions do not allow disclaimer of express or implied warranties in certain transactions; therefore, this statement may not apply to you. ScanSoft reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation of ScanSoft to notify any person of such revision or changes. TextBridge is a registered trademark, and Pagis is a trademark, of ScanSoft, Inc., a Xerox Company. Xerox, The Document Company, and the Stylized X are trademarks of Xerox Corp. Excel, Word, and Windows are trademarks of Microsoft Corp. WordPerfect is a registered trademark of WordPerfect Corp. MGI PhotoSuite, MGI PC Photography Kit, MGI VideoWave, MGI and the MGI logo are trademarks or registered trademarks of MGI Software Corp. Other terms used in this manual are the trademarks of their respective holders. Portions of this product copyright © 1990­1998, Pixel Translations, Inc. Portions of this product copyright © 1994­1998, Mastersoft Corp. Portions of this product copyright © 1998, MGI Software Corp. Verity Topic® Search Technology copyrighted by Verity, Inc. AccuSoft Redlining® Toolkit copyrighted by AccuSoft Corp. Authors: Jim Cahill and Sadie DeSimone TRADEMARKS AND CREDITS © SCANSOFT, INC. 9 Centennial Drive Peabody, Massachusetts 01960 Pagis Pro 2.0 User's Guide Part Number 00­09407­00 May 1998 Using this Electronic User's Guide This document is the electronic version of the Pagis Pro User's Guide. It is in Adobe AcrobatTM Portable Document Format (PDF), and contains links that let you navigate quickly to specific sections of the user's guide. To be viewing this document, you must have already installed the Acrobat Reader provided with Pagis Pro. The Acrobat Reader provides these navigation tools: Go to next page Go to first page Go to previous page Go to last page Go to next page viewed Go to previous page viewed This document also contains some custom navigation tools: Contents Index Bold Text Click on the Contents button from any page to navigate to the Table of Contents. In the Table of Contents, click on any entry to navigate to that section of the user's guide. Click on the Index button from any page to navigate to the Index. In the Index, click on any page number in bold to navigate to the page that contains that topic. Throughout the user's guide, click on any technical term in bold to navigate to the definition of the term. Contents Index More About this User's Guide CONTENTS PREFACE About this User's Guide..............................xiii Organization of this manual .......................xiii Typographic conventions used in this manual .......... xv Related Documents .................................xvi How To Contact Customer Support .................... xvii Internet and electronic mail addresses .............. xvii Telephone and fax numbers....................... xviii 1 INTRODUCTION What is Pagis Pro?................................. What Comes with Pagis Pro ......................... Pagis Pro Features ................................ Where to Go From Here............................. 1­1 1­2 1­3 1­8 2 INSTALLING PAGIS PRO System Requirements .............................. Installing and Testing Your Scanner ................... Installing Pagis Pro Software ........................ If you already have TextBridge Pro 98............... Upgrading from an earlier Pagis version ............. 2­1 2­2 2­3 2­3 2­3 Uninstalling the old Pagis software .............. 2­4 Upgrading your old Pagis search index ........... 2­4 Running the Pagis Pro setup program ............... 2­6 Where to Go From Here............................ 2­13 Uninstalling Pagis Pro ............................ 2­13 Pagis Pro User's Guide iii 3 LEARNING PAGIS PRO Tools that Pagis Pro Adds to Windows.................. 3­1 Pagis Inbox ................................... 3­2 Pagis ToolBar ................................. 3­3 Pagis SendTo Bar .............................. 3­4 Scanning a Document .............................. 3­6 Copying a Document ............................... 3­9 Faxing a Document ............................... 3­12 Refining and Annotating a Document ................. 3­15 Scanning and Typing Into a Form .................... 3­18 Editing a Scanned Picture .......................... 3­21 Searching for a Document .......................... 3­25 Running OCR on a Document ....................... 3­29 Where to Go From Here............................ 3­31 4 USING PAGIS PRO Pagis Inbox ...................................... 4­1 Pagis Inbox menus and commands ................. 4­2 Pagis commands in the File menu ............... 4­3 Pagis commands added to the View menu ......... 4­3 Pagis menu ................................ 4­4 Document thumbnails ........................... 4­5 Pagis ToolBar ................................. 4­7 Modifying the Pagis ToolBar in the Pagis Inbox..... 4­7 Launching the Pagis ToolBar on the Windows desktop and changing its view ............ 4­8 Pagis SendTo Bar .............................. 4­9 Launching the SendTo Bar on the Windows desktop . 4­9 Changing SendTo Bar options .................. 4­9 Adding a program to the SendTo Bar............ 4­10 Removing a program from the SendTo Bar ....... 4­12 Changing the Pagis Inbox location in your file system .. 4­13 iv Pagis Pro User's Guide Pagis Folders.................................... 4­14 Creating a Pagis Folder...................... 4­14 Removing Pagis Folder attributes .............. Working with Pagis Files in WindowsTM ............... About Pagis (XIF) files.......................... Enhanced context menu ........................ 4­15 4­15 4­15 4­17 Thumbnail command........................ 4­18 Stacking documents......................... 4­19 Unstacking documents ...................... 4­20 Converting to other image formats ............. 4­20 XIF property sheets............................ 4­23 Defining keywords and other index properties for a file............................ 4­23 Getting details about a XIF file ................ 4­25 Scan Tool (Scanner, Copier, Fax) ..................... 4­26 Setting up your scanner or digital camera to work with Pagis Pro .......................... 4­27 About scanners and scanner drivers ............ 4­27 Selecting the scanner or digital camera driver ..... 4­28 Displaying the TWAIN dialog box .............. 4­30 Changing default properties for scanned documents ... 4­32 Specifying scanner properties ................. 4­32 Specifying page refinements .................. 4­36 Specifying auto save properties ................ 4­38 Specifying keyword properties ................. 4­40 Scanning documents ........................... 4­41 Scanning a single-sided document to a XIF file .... 4­41 Scanning a double-sided document to a XIF file.... 4­45 Scanning directly to an application ............. 4­47 Acquiring an image from a digital camera ........ 4­49 Using Prescan to scan part of a document ........ 4­51 Table of Contents v 4 USING PAGIS PRO (CONT.) Copying documents ............................ 4­54 Select a printer ............................ 4­54 Set up the copy job.......................... 4­56 Make copies............................... 4­57 Faxing documents ............................. 4­59 Select a fax printer ......................... 4­60 Set up the fax job........................... 4­61 Fax a document ............................ 4­62 Pagis Editor .................................... 4­64 File menu ................................... 4­65 New command............................. 4­65 New Window command ...................... 4­65 Open command ............................ 4­65 Save command ............................ 4­66 Save As command .......................... 4­66 Export command ........................... 4­66 Send To command .......................... 4­68 Properties command ........................ 4­68 Page Setup command ....................... 4­69 Print Preview command ..................... 4­69 Print command ............................ 4­70 Scan command ............................ 4­70 Exit command ............................. 4­70 Edit menu ................................... 4­70 Undo command ............................ 4­71 Cut command ............................. 4­71 Copy command ............................ 4­71 Copy as Text command ...................... 4­71 Paste command ............................ 4­71 vi Pagis Pro User's Guide Paste as New Page command.................. 4­71 Clear command ............................ 4­72 Select Page command ....................... 4­72 Select All Pages command .................... 4­72 Deselect All command ....................... 4­72 Move Page command ........................ 4­72 Reverse Page Order command ................. 4­73 View menu .................................. 4­73 Zoom command ............................ 4­74 Fit in Window command ..................... 4­74 Fit to Width command....................... 4­74 Fit to Height command ...................... 4­74 Toolbars command.......................... 4­75 Status Bar command ........................ 4­75 Page Thumbnails command................... 4­75 Enhance Text Display command ............... 4­76 Show Annotations command .................. 4­76 Show Background Tint command .............. 4­76 Show Colored Text command.................. 4­76 Go to Page command ........................ 4­76 Insert menu.................................. 4­77 Blank Page command ....................... 4­77 File command ............................. 4­77 Tools menu .................................. 4­78 OCR command ............................ 4­78 Picture Edit command ....................... 4­80 Select command............................ 4­81 Pan command ............................. 4­81 Zoom command ............................ 4­81 Options command .......................... 4­82 Table of Contents vii 4 USING PAGIS PRO (CONT.) Page menu................................... 4­84 Auto Refine command ....................... 4­84 Refine command ........................... 4­84 Manual Straighten command ................. 4­86 Rotate command ........................... 4­87 Crop to Region command..................... 4­87 Brightness & Contrast command............... 4­88 Invert Colors command ...................... 4­89 Sharpen command.......................... 4­89 Blur command............................. 4­89 Resize command ........................... 4­89 Change Resolution command.................. 4­90 Convert Color Depth command ................ 4­90 Remove Background Tint command............. 4­91 Convert Text to Black command ............... 4­91 Image Properties command ................... 4­91 Annotate menu ............................... 4­92 Highlighter command ....................... 4­92 Margin Note command ...................... 4­92 Sticky Note command ....................... 4­93 Arrow command ........................... 4­93 Line command............................. 4­93 Circle command............................ 4­93 Rectangle command......................... 4­93 Freehand command......................... 4­93 Stamp command ........................... 4­94 Edit Text command ......................... 4­94 Options command .......................... 4­94 viii Pagis Pro User's Guide Forms menu ................................. 4­96 Detect Fields command ...................... 4­96 Add Field command......................... 4­97 Remove All Fields command .................. 4­97 Edit Field command ........................ 4­98 Clear All Text command ..................... 4­98 Options command .......................... 4­98 Toolbars in the Pagis Editor ..................... 4­99 Standard toolbar ................ ...