User manual NUANCE PAGIS PRO 2.0

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 ........................... 4­99 Annotation toolbar......................... 4­100 Image toolbar ............................ 4­100 Pagis Index Manager and Update Tool ............... 4­101 About search indexes.......................... 4­103 Exploring the Pagis Index Manager............... 4­104 Create Index command ..................... 4­105 Configure Index command................... 4­106 Delete Index command ..................... 4­106 Change Schedule command .................. 4­106 Update Index command..................... 4­107 Attach to Index command ................... 4­107 Detach from Index command ................. 4­108 Properties command ....................... 4­108 Exit command ............................ 4­108 Index toolbar ............................. 4­109 Creating and defining an index .................. 4­109 Indexing removable media...................... 4­112 Sharing indexes in a networked environment ....... 4­115 Table of Contents ix 4 USING PAGIS PRO (CONT.) Search Tool .................................... Basic search steps ............................ Defining a search string ....................... Simple searches........................... Concept (Boolean) searches .................. Proximity searches ........................ Natural language searches .................. Search by example......................... Other search properties ........................ Search Options tab ........................ Date Modified tab ......................... Keywords tab ............................ Name & Type tab ......................... File menu .................................. Open Selected command .................... Properties command ....................... Open Containing Folder command............. Save Search command...................... Exit command ............................ Edit menu .................................. Copy command ........................... Select All command ........................ Invert Selection command ................... View menu ................................. Toolbar command ......................... Status Bar command ....................... Large Icons command ...................... Small Icons command ...................... List command ............................ Details command.......................... Arrange Items command .................... 4­116 4­116 4­118 4­118 4­119 4­121 4­121 4­122 4­122 4­122 4­123 4­124 4­124 4­125 4­125 4­125 4­126 4­126 4­126 4­126 4­126 4­127 4­127 4­127 4­127 4­127 4­128 4­128 4­128 4­128 4­128 x Pagis Pro User's Guide Options menu ............................... 4­129 Configure Search Results command............ 4­129 Index menu ................................. 4­130 Update Indexes command ................... 4­130 Manage Indexes command................... 4­130 Search toolbar ............................... 4­131 Working with found documents .................. 4­131 Where to Go From Here........................... 4­132 5 EXAMPLES AND TIPS Sample Uses of Pagis Pro ........................... 5­1 Scan manuscripts and photographs for a newsletter .... 5­2 Create a library of company documents .............. 5­3 Use annotations to comment on scanned design drawings ............................... 5­4 Scan invoices and e-mail them to customers .......... 5­5 Scan pictures for art projects or to create posters....... 5­6 Scan and fax reports to clients..................... 5­6 Scan, organize, and retrieve articles and research information ...................... 5­7 Scan client records for archival to CD-ROM........... 5­8 Eliminate office clutter .......................... 5­8 Scan receipts and other financial documents for tax purposes......................... 5­10 Scan and retrieve your favorite recipes ............. 5­11 Scan photos of possessions for insurance purposes..... 5­12 Tips and Techniques .............................. 5­12 Using the Pagis Print Driver to create XIF documents.. 5­13 Downloading the Pagis Viewer ................... 5­17 Table of Contents xi 5 EXAMPLES AND TIPS (CONT.) Sending XIF files as e-mail attachments ............ 5­18 America Online ............................ 5­19 Eudora Pro and Eudora Lite .................. 5­20 Lotus cc:Mail and Lotus Notes................. 5­20 MS Outlook Express and MS Outlook ........... 5­21 Netscape Mail ............................. 5­21 Registering Netscape and Netscape Mail ......... 5­22 Dragging XIF files to open applications ............. 5­23 Using TextBridge Pro as a standalone application..... 5­24 Using MGI PhotoSuite as a standalone application .... 5­25 Where to Go From Here............................ 5­26 A SUPPORTED PROGRAMS AND FILE FORMATS Supported Drag-and-Drop Programs ................... A­1 Image Formats that Pagis Pro Supports ................ A­6 GLOSSARY OF TERMS INDEX xii Pagis Pro User's Guide Contents Index PREFACE Welcome to Pagis Pro from ScanSoft, Inc., a Xerox Company. Pagis Pro is your all-in-one scanning suite running in Microsoft® WindowsTM 95, Windows 98 or Windows NT 4.0. Please read this preface before going on to install and use Pagis Pro, as it discusses the following important topics: x x x About this user's guide Related documents How to contact customer support ABOUT THIS USER'S GUIDE This user's guide provides all the information you need to install, learn and use Pagis Pro successfully. Please note that this user's guide does not teach you about your Windows operating system. It assumes that you know how to operate and manage your computer and its operating system software. Organization of this manual Whether you need learning exercises, reference information, or examples and tips, this manual is designed to work for you. To make best use of this manual, take a minute to see how it is organized: Pagis Pro User's Guide xiii Contents Index x Chapter 1, "Introduction," provides an overview of Pagis Pro features and benefits, describes what is included with Pagis, and tells you how to get started with installing and using the software. Chapter 2, "Installing Pagis Pro," discusses system requirements, and provides complete installation instructions. It also describes how to uninstall Pagis Pro. Chapter 3, "Learning Pagis Pro," provides step-by-step practice sessions to help you learn and use the primary tools of Pagis Pro. Chapter 4, "Using Pagis Pro," is the primary reference to Pagis Pro. It provides in-depth, detailed information and step-by-step procedures to explore, set up, use, and master Pagis Pro. Chapter 5, "Examples and Tips," describes many sample uses for Pagis Pro and some additional tips and techniques. For example, it describes how to attach and e-mail a Pagis document using many popular e-mail applications. It also describes the Pagis Print Driver that enables you to "print" a document from another application to convert it to the Pagis eXtended Image File (XIF) format. Appendix A, "Supported Programs and File Formats", lists the programs that Pagis Pro supports for drag-and-drop operations. It also lists the file formats it can import and export. The "Glossary of Terms" provides definitions of all of the technical terms used in this manual. The "Index" provides page numbers for all of the topics described in this manual. This manual is provided both in print and electronic form. The electronic version is in Adobe® Portable Document Format (PDF), and is designed as a complete hyperlinked reference tool. x x x x x x x Note xiv Pagis Pro User's Guide Contents Index Typographic conventions used in this manual This manual uses bold, italic, and other typographic styles to highlight different types of information in the text (Table P­1). Table P­1. Documentation Conventions bold Introduces a new term, or the first use of an important term in a chapter; also sometimes used to denote strong in-line emphasis. Denotes titles of other manuals or books. Also used to denote generic representations of file name entries, for example, filename monospace Denotes examples, menu text, actual file names or messages that appear on the computer screen. Denotes titles of chapters and sections in this manual. Introduces tips that provide useful information about a procedural step or system function. Introduces information of special note about the current topic. There are borders above and below the noted text. italic " " (quotes) Note Preface xv Contents Index RELATED DOCUMENTS In addition to the printed Pagis Pro User's Guide, refer to the following documents for more information related to Pagis Pro: x Release Notes--Read the on-line Release Notes (Readme.rtf) first. This document provides late-breaking information about Pagis Pro. You can access the Release Notes at installation time, and after installation in the Pagis Pro 2.0 Program Group. On-line version of the Pagis Pro User's Guide--This user's guide is also provided in Adobe® AcrobatTM 3.0 Portable Document Format (PDF). You can access the User's Guide (PagisUG.pdf) at installation time, and, after installation, from the Pagis Pro 2.0 CD-ROM. x The PDF version of the user's guide provides hyperlinks in the table of contents and index that let you navigate quickly to specific information in the manual. x On-line Help--From Pagis Pro software, you can access context sensitive help, including topics about the menus, commands, and tools. Using the standard Windows winhelp utility, you can also access Pagis help via Contents, Index, and Search screens. TextBridge Pro User's Guide--Provided in both printed and PDF formats, the TextBridge Pro User's Guide covers all aspects of the optical character recognition (OCR) technology built into Pagis Pro software. TextBridge Pro software also contains its own extensive on-line help system. MGI PhotoSuite documentation--You can access the PhotoSuite Idea Guide and Reference Manual in Adobe Acrobat PDF files on the Pagis Pro CD-ROM. To order hard copies of these manuals, contact MGI Software Corp. directly: Phone: 1-888­644­7638 (North America only) (905) 764­7358 (Outside North America) Fax: (905) 707­3694 x x Email: custserv@mgisoft.com xvi Pagis Pro User's Guide Contents Index HOW TO CONTACT CUSTOMER SUPPORT Registered users of Pagis Pro are entitled to free customer support from ScanSoft, Inc. If you should experience problems with Pagis Pro that you cannot resolve, contact Pagis Technical Support. You can contact Pagis Technical Support by the Internet, telephone, or fax, as described below. This information will assist Technical Support in solving the problem: x Your software version number (This is in the Control menu of the Pagis ToolBar under the About Pagis command.) Your software serial number (This is the serial number on the back of the Pagis CD-ROM case.) Your scanner make and model A description of the steps that led up to the problem If Pagis Pro generated an error message, a verbatim description of the error message or its number x x x x Internet and electronic mail addresses You can contact Technical Support and get information about Pagis Pro on the Internet at the addresses in the following list: x Pagis site: www.pagis.com The Pagis website provides a link to Technical Support with Frequently Asked Questions, technical information bulletins, and a problem report form. Preface xvii Contents Index E-mail in the United States, Canada, or the Pacific Rim: x x Technical Support: pagis_support@xis.xerox.com Sales information: pagis_sales@xis.xerox.com E-mail from European countries and the Middle East: x x Technical Support: uksupport@xis.xerox.com Sales information: xisuk@xis.xerox.com Telephone and fax numbers Call one of the following telephone numbers or send a fax describing the problem to one of the fax numbers. In the United States, Canada, or the Pacific Rim: ¤ Telephone: 978­977­6304 (Monday­Friday, 8:30 a.m.­5:30 p.m. Eastern Time) Fax: 978­977­2434 From European countries and the Middle East: Xerox ScanSoft Ltd. in England: ¤ Telephone: +44 (0) 1923 209140 Fax: +44 (0) 1923 208446 xviii Pagis Pro User's Guide Contents Index 1 INTRODUCTION Welcome to PagisTM Pro, your all-in-one scanning suite from ScanSoft, Inc., a Xerox Company. Read this chapter for information about the following topics: x x x What is Pagis Pro? What comes with Pagis Pro Pagis Pro features Pro," for installation instructions. To get started quickly, go directly to Chapter 2, "Installing Pagis WHAT IS PAGIS PRO? Pagis Pro is the premier color scanning suite available for Microsoft WindowsTM 95, Windows 98, and Windows NT 4.0. Pagis Pro enables you to scan, copy, fax, view and edit, index, search and otherwise manage electronic documents (articles, photos, forms, and so on) on your Windows desktop. In addition to documents on your personal computer, Pagis Pro enables you to manage documents on removable media, such as JazTM and ZipTM drives and CD-ROMs. Figure 1­1 shows the Pagis ToolBar, which provides access to all the major features of the product. Figure 1­1. Pagis ToolBar Pagis Pro User's Guide 1­1