Contents Index COPYRIGHT INFORMATION Copyright © 1996­2000 by ScanSoft, Inc. 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. 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Authors: Jim Cahill and Sadie DeSimone TRADEMARKS AND CREDITS © SCANSOFT, INC. 9 Centennial Drive Peabody, Massachusetts 01960 Pagis Pro 3.0 Millennium User's Guide Part Number 00­09690­00 January 2000 Index CONTENTS PREFACE About this User's Guide..............................xiii Typographic conventions used in this manual ..........xiv Related Documents ................................. xv 1 INTRODUCTION What is Pagis Pro? ................................ What Comes with Pagis Pro ......................... Pagis Pro Features ................................ Where to Go From Here............................. 1­1 1­2 1­3 1­9 2 INSTALLING PAGIS PRO System Requirements .............................. 2­1 Installing and Testing Your Scanner ................... 2­2 Installing Pagis Pro Software ........................ 2­3 If you already have TextBridge .................... 2­3 Upgrading from an earlier Pagis version ............. 2­3 Running the Pagis Pro setup program ............... 2­4 Upgrading old Pagis search database .............. 2­12 Where to Go From Here............................ 2­14 Uninstalling Pagis Pro ............................ 2­15 Pagis Pro User's Guide iii Index 3 LEARNING PAGIS PRO Pagis Inbox -- The Pagis Control Center ................ 3­2 Pagis ToolBar ................................. 3­3 Pagis SendTo Bar .............................. 3­5 Pagis Folders.................................. 3­6 Scanning a Document .............................. 3­6 Copying a Document .............................. 3­10 Faxing a Document ............................... 3­13 E-mailing a XIF image ............................ 3­16 Refining and Annotating a Document ................. 3­19 Scanning and Typing Into a Form .................... 3­23 Scanning a Document Into a Text Application ........... 3­26 Searching for a Document .......................... 3­28 Running OCR on a Document ....................... 3­32 Where to Go From Here............................ 3­34 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 ................... 4­7 Pagis SendTo Bar .............................. 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 Index 4 USING PAGIS PRO (CONT.) Pagis Folders.................................... 4­14 Creating a Pagis Folder...................... 4­14 Removing Pagis Folder attributes .............. 4­14 Pagis Folders and Pagis Search Databases ....... Working with Pagis Files in WindowsTM ............... About Pagis (XIF) files.......................... Enhanced context menu ........................ 4­15 4­15 4­16 4­18 Stacking documents......................... 4­18 Unstacking documents ...................... 4­20 Converting to other image formats ............. 4­20 Adding files to the Pagis Search Database ........ 4­23 Defining keywords and other properties for a file...... 4­24 Defining Title, Author, and Keywords for a file .... 4­24 Viewing and printing documents with Pagis Document Viewer................................ 4­26 Working with the Pagis Document Viewer........ 4­26 File menu ................................ 4­28 Edit menu ................................ 4­29 View menu ............................... 4­30 Scan Tool (Scanner, Copier, Fax) .................... 4­31 Setting up your scanner or digital camera to work with Pagis....................... 4­32 About scanners and scanner drivers ............ 4­32 Running the Scanner Setup Wizard............. 4­33 Changing default properties for scanned documents ... 4­36 Specifying scanner properties ................. 4­37 Specifying page refinements .................. 4­40 Specifying auto save properties ................ 4­43 Specifying keyword properties ................. 4­45 Table of Contents v Index 4 USING PAGIS PRO (CONT.) Scanning documents ........................... 4­46 Scanning a single-sided document to a XIF file .... 4­46 Scanning a double-sided document to a XIF file.... 4­50 Scanning directly to an application ............. 4­52 Acquiring an image from a digital camera ........ 4­54 Using Prescan to scan part of a document ........ 4­57 Copying documents ............................ 4­59 Select a printer ............................ 4­60 Set up the copy job.......................... 4­61 Make copies............................... 4­63 Faxing documents ............................. 4­65 Select a fax printer ......................... 4­65 Set up the fax job........................... 4­67 Fax a document ............................ 4­68 Pagis Editor .................................... 4­70 Menus and Commands in the Pagis Editor .......... 4­71 File menu ................................ 4­71 Edit menu ................................ 4­74 View menu ............................... 4­76 Insert menu............................... 4­78 Tools menu ............................... 4­78 Page menu................................ 4­80 Annotate menu ............................ 4­82 Forms menu .............................. 4­84 Toolbars in the Pagis Editor ..................... 4­86 Standard toolbar ........................... 4­86 Annotation toolbar.......................... 4­87 Image toolbar ............................. 4­87 vi Pagis Pro User's Guide Index 4 USING PAGIS PRO (CONT.) Inserting New Pages into an Open Document ........ 4­88 Scanning new pages into an open document ...... 4­88 Pasting images from other applications .......... 4­90 Inserting a blank page....................... 4­90 Inserting an image file....................... 4­90 Re-ordering pages in a document............... 4­91 Image Editing and Refinement ................... 4­92 Auto refinement ........................... 4­93 Manual refinement ......................... 4­93 Straightening pages ........................ 4­95 Rotating pages............................. 4­96 Cropping pages ............................ 4­96 Adjusting brightness and contrast .............. 4­97 Resizing pages............................. 4­98 Changing resolution ........................ 4­98 Converting color depth ...................... 4­98 Removing background tint.................... 4­99 Making Annotations in a Pagis document .......... 4­100 Basic annotation procedure .................. 4­100 Specifying annotation options ................ 4­101 Filling Out Forms ............................ 4­103 Specify form field options.................... 4­103 Analyze and fill out the form ................. 4­104 Preparing a XIF Document for Printing............ 4­106 Exporting XIF to Other Image Formats............ 4­107 Specify Save/Export preferences .............. 4­107 Using the Export command .................. 4­108 Using the SendTo command ................. 4­109 Table of Contents vii Index 4 USING PAGIS PRO (CONT.) Using OCR To Capture Text from the Editor ........ Web Capture Tool ............................ Creating a web site shortcut .................... Editing a web site thumbnail.................... Using a weblink shortcut....................... Pagis Search Database Manager and Update Tool....... About search databases ........................ Exploring the Pagis Search Database Manager ...... 4­110 4­112 4­112 4­114 4­114 4­115 4­116 4­117 Create Search Database command............. 4­118 Configure Search Database command .......... 4­119 Delete Search Database command............. 4­120 Change Schedule command .................. 4­120 Update Search Database command ............ 4­121 Attach to Search Database command........... 4­122 Detach from Search Database command ........ 4­123 Properties command ....................... 4­123 Exit command ............................ 4­123 Search Database toolbar .................... Creating and defining a search database ........... Updating a search database for removable media .... Sharing search databases in a networked environment Search Tool .................................... Basic search steps ............................ Defining a search string ....................... 4­123 4­124 4­128 4­130 4­131 4­132 4­134 Simple searches........................... 4­135 Proximity searches ........................ 4­136 Natural language searches .................. 4­136 Search by example......................... 4­137 viii Pagis Pro User's Guide Index 4 USING PAGIS PRO (CONT.) Other search properties ........................ 4­137 Keywords tab ............................ 4­137 Date tab ................................ 4­138 Name and Type tab ........................ 4­139 Advanced tab............................. 4­139 Finding out what files a database contains ...... 4­142 File menu .................................. 4­143 Open Selected Document command ............ 4­143 Properties command ....................... 4­143 Open Containing Folder command............. 4­144 Save Search command...................... 4­144 Exit command ............................ 4­144 Edit menu .................................. 4­144 Copy command ........................... 4­145 Select All command ........................ 4­145 Invert Selection command ................... 4­145 View menu ................................. 4­145 Large Icons command ...................... 4­145 Small Icons command ...................... 4­146 List command ............................ 4­146 Details command.......................... 4­146 Arrange Items command .................... 4­146 Database menu .............................. 4­146 Update Search Databases command ........... 4­147 Manage Search Databases command........... Working with found documents .................. Viewing search hits in found documents ........... Where to Go From Here........................... 4­147 4­147 4­149 4­150 Table of Contents ix Index EXAMPLES AND ADVANCED FEATURES Sample Uses of Pagis Pro ........................... 5­1 Scan manuscripts and photographs for a newsletter .... 5­2 Scan a document and edit it in a word processor ....... 5­3 Scan a spreadsheet and edit it in a spreadsheet application ................ 5­3 Create a library of company documents .............. 5­4 Use annotations to comment on scanned design drawings 5­5 Scan invoices and e-mail them to customers .......... 5­6 Scan and fax reports to clients..................... 5­6 Scan, organize, and retrieve articles and research informat ...