User manual NUANCE VISUAL EXPLORER - GETTING STARTED GUIDE FOR WINDOWS

Visioneer Visual Explorer Getting Started Guide ® FOR WINDOWS COPYRIGHT INFORMATION Visioneer® Visual Explorer 1.0 software for Windows. Copyright ©1998 Visioneer, Inc. All rights reserved. Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the copyright laws. AnyPort, AutoFix, AutoLaunch, Visioneer® FormTyper, MicroChrome, PaperEnable, PaperLaunch, PaperPort, PaperPort Deluxe, PaperPort ix, PaperPort Links, PaperPort mx, PaperPort OneTouch, PaperPort PowerBar, PaperPort vx, PaperPortation, PaperPort Strobe, PaperPort 3000, PaperPort 3100, PaperPort 3100B, PaperPort 6000, PaperPort 6000A, PaperPort 6000B, PaperPort 6100, ScanDirect, SimpleSearch, SharpPage, Visioneer Pro OCR 100, and Visioneer are trademarks of Visioneer, Inc. PaperPort, Visioneer® Visual Explorer, and the Visioneer logo are registered trademarks of Visioneer, Inc. Microsoft is a U.S. registered trademark of Microsoft Corporation. Windows is a trademark of Microsoft Corporation. TextBridge is a registered trademark of Xerox Corporation. ZyINDEX is a registered trademark of ZyLAB International, Inc. ZyINDEX toolkit portions, Copyright © 1990-1996, ZyLAB International, Inc. All Rights Reserved. All other products mentioned herein may be trademarks of their respective companies. OutsideIn® Viewer Technology ©1992­1997 Inso Corporation. All rights reserved. Portions of this product were created using LEADTOOLS ©1991­1998, LEAD Technologies, Inc. All rights reserved. Powered by dtSearch. www.dtsearch.com Information is subject to change without notice and does not represent a commitment on the part of Visioneer, Inc. The software described is furnished under a licensing agreement. The software may be used or copied only in accordance with the terms of such an agreement. It is against the law to copy the software on any medium except as specifically allowed in the licensing agreement. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, or translated to another language, for any purpose other than the licensee's personal use and as specifically allowed in the licensing agreement, without the express written permission of Visioneer, Inc. Part Number: 05-0368-000 Restricted Rights Legend Use, duplication, or disclosure is subject to restrictions as set forth in contract subdivision (c)(1)(ii) of the Rights in Technical Data and Computer Software Clause 52.227-FAR14. Material scanned by this product may be protected by governmental laws and other regulations, such as copyright laws. The customer is solely responsible for complying with all such laws and regulations. Visioneer's Limited Product Warranty If you find physical defects in the materials or the workmanship used in making the product described in this document, Visioneer will repair, or at its option, replace, the product at no charge to you, provided you return it (postage prepaid, with proof of your purchase from the original reseller) during the 12-month period after the date of your original purchase of the product. THIS IS VISIONEER'S ONLY WARRANTY AND YOUR EXCLUSIVE REMEDY CONCERNING THE PRODUCT, ALL OTHER REPRESENTATIONS, WARRANTIES OR CONDITIONS, EXPRESS OR IMPLIED, WRITTEN OR ORAL, INCLUDING ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE EXPRESSLY EXCLUDED. AS A RESULT, EXCEPT AS SET OUT ABOVE, THE PRODUCT IS SOLD "AS IS" AND YOU ARE ASSUMING THE ENTIRE RISK AS TO THE PRODUCT'S SUITABILITY TO YOUR NEEDS, ITS QUALITY AND ITS PERFORMANCE, IN NO EVENT WILL VISIONEER BE LIABLE FOR DIRECT, INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN THE PRODUCT OR FROM ITS USE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. All exclusions and limitations in this warranty are made only to the extent permitted by applicable law and shall be of no effect to the extent in conflict with the express requirements of applicable law. FCC Radio Frequency Interference Statement This equipment has been tested and found to comply with the limits for the class B digital device, pursuant to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and if not installed, and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try and correct the interference by one or more of the following measures: · Reorient or relocate the receiving antenna. · Increase the separation between the equipment and receiver. · Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. · Consult the dealer or an experienced radio/TV technician for help. This equipment has been certified to comply with the limits for a class B computing device, pursuant to FCC Rules. In order to maintain compliance with FCC regulations, shielded cables must be used with this equipment. Operation with non-approved equipment or unshielded cables is likely to result in interference to radio and TV reception. The user is cautioned that changes and modifications made to the equipment without the approval of manufacturer could void the user's authority to operate this equipment. This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. Visioneer Visual Explorer Getting Started Guide ® This guide shows you how to use some of Visual Explorer software's main features to view items, create stacks, send items electronically to Visual Explorer Links, add annotations, file items in folders, and capture Web pages. While this brief guide is enough to get you started, Visioneer provides other information to help you use all of Visual Explorer's features. The following figure shows where to find more information. Web. Visit Visioneer's Web site at www.visioneer.com where you can find Technical Notes, Frequently Asked Questions (FAQs), software updates, and more. For a quick way to access information on the Web site, choose a category from the Internet menu. User's Guide. Review the online guide on the CD for detailed information about Visual Explorer. CD. Access the CD, your source for installing additional software that works with the Visioneer software and for viewing the online documentation. Help. Get help fast. Everything you want to know about Visual Explorer--how to procedures, dialog box reference, and troubleshooting advice. 1 2 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE VIEWING ITEMS IN DESKTOP VIEW Visual Explorer provides several ways to view items: Desktop View displays a thumbnail, a small graphic that represents each item in a folder. The thumbnails represent PaperPort items--PaperPort (max files) being the format in which Visual Explorer saves items. The thumbnails can also be non-PaperPort items-- items created using other applications, such as Microsoft Word. These items can be located anywhere on your computer. Desktop View displays PaperPort items and non-PaperPort items. Page View displays a close-up of a single page. You can also start and use other applications directly from the Desktop View to view nonPaperPort items created in those applications. To view items in Desktop View: · Double-click the Visual Explorer icon on the Windows desktop. VIEWING AN ITEM IN PAGE VIEW 3 The Command Bar has shortcuts for choosing menu commands, such as changing views. Use the Folder View to navigate between different folders and to file and organize items. Thumbnail of a PaperPort item. Thumbnail of non-PaperPort item, in this case a Word file. Stacks are PaperPort items that have been combined. Stack titles appear in bold type above the page titles. The status bar shows information about the selected item, link, or button. The Link Bar has icons that represent other applications and functions that work with Visual Explorer. The icons vary, depending on the applications installed on your computer. VIEWING AN ITEM IN PAGE VIEW The Desktop View and Page View are separate applications that you can run individually or at the same time. Page View displays a close-up view of one page so that it is readable on the screen. In Page View, you can view PaperPort items and items created using other applications. With the annotation tools, you can add comments, highlight or circle information, or add a picture to a PaperPort item. 4 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE To view a PaperPort item in Page View: · In Desktop View, double-click a PaperPort item or select a PaperPort item, and then click the Page button on the Command Bar. You can also double-click a PaperPort item in Windows Explorer to view it in Page View. To view a non-PaperPort item in Page View: · In Desktop View, Shift-double-click a non-PaperPort item, or select a non-PaperPort item, and then click the Page button on the Command Bar. Note: You can set a preference in Page View that lets you open multiple Page View windows at the same time. For more information about preferences, see the Visual Explorer User's Guide and Help. The Command Bar has shortcuts for menu commands. The Annotation toolbar has tools for adding notes, highlighting areas, cutting and pasting a selection, adding a picture, and so on. The status bar shows information about the current page. VIEWING ITEMS BY USING THE APPLICATION THAT CREATED THEM 5 To change between Desktop View and Page View: 1. In Desktop View, select the item you want. 2. Click the Page button. 3. To return to Desktop View, click the Desktop button. VIEWING ITEMS BY USING THE APPLICATION THAT CREATED THEM From the Desktop View, you can start a non-PaperPort item's application and use it to view the item. To view a non-PaperPort item in its application: · In Desktop View, double-click a non-PaperPort item. The application that created the item starts and the item appears. If you want, you can change the Double Click Action preference so that the item appears in Page View when you double-click it. For more information, see the Visual Explorer User's Guide and Help. CREATING STACKS With Visual Explorer, you can electronically organize PaperPort items (including captured Web pages) into stacks in much the same way that you do with paper documents. A stack is a PaperPort item with multiple pages. You cannot stack non-PaperPort items. (However, you can easily convert a non-PaperPort item to a PaperPort item by right-clicking the item and choosing Duplicate as PaperPort Item.) 6 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE To create a stack: 1. In the Desktop Cover Letter Spring Vol 42 View, select the PaperPort item that you want to stack. This example shows stacking a Cover Letter on the Spring Vol 42 newsletter. 2. Drag the selected item onto the PaperPort item on which you want to stack it. 3. When the Cover Letter Spring Vol 42 second item is highlighted, release the mouse button. The stack is created. 4. Repeat Steps 1 Spring Vol 42 Cover Letter through 3 until you finish creating the stack. A new stack receives the title of the item on the bottom of the stack. The stack title (the name of the newsletter, "Spring Vol 2," in this case) is shown in boldface type. Each page title is shown in normal typeface ("Cover Letter" in the example). Note: When you select multiple items to stack, Visual Explorer stacks them in the order in which they were selected. MOVING BETWEEN STACKED PAGES 7 MOVING BETWEEN STACKED PAGES In Desktop View, use the Page Navigator on a stack to move through a stack's pages. You can also use the First Page, Last Page, Previous Page, and Next Page commands on the Page menu to move from page to page. To move between pages in a stack in Desktop View: 1. Select the stack. 2. Click the left arrow of the Page Navigator to see the previous page in the stack. 3. Click the right arrow of the Page Navigator to see the next page in the stack, or click the middle of the Page Navigator to go to a specific page. To move between pages in a stack in Page View: 1. Display the stack. 2. Click the << Page or Page >> button. 8 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE FAXING OR E-MAILING AN ITEM The Visual Explorer software is designed to work with--or link to-- other types of applications. To send items to other applications, you use the Link Bar. The Link Bar automatically displays link icons for applications installed on your computer and supported by the Visual Explorer software, such as electronic fax or e-mail applications. Note: You can change the link application preferences by choosing Link Preferences from the Edit menu. For more information, see the Visual Explorer User's Guide and Help. After an item is displayed in Desktop View, you can send it as a fax, or as an attachment to an e-mail message, by using the Link Bar. You do not need to print the item first; you can send it directly from Visual Explorer. To fax an item, your computer must have a fax modem and fax software. To attach an item to an e-mail message, you need an e-mail account and e-mail software. FAXING OR E-MAILING AN ITEM 9 To fax an item from Desktop View: 1. Select the item to fax. 2. Drag the item onto the fax link icon on the Link Bar. You can also click the item, and then click the fax link icon. 3. When your fax software starts, send the scanned item as a fax. This example shows the Symantec WinFax PRO window for sending a fax. The window that appears on your computer will be for your fax software. 10 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE Note: To send an item to a link from Page View, choose Links from the File menu, and then choose the name of the link application. To send an item using an e-mail application: · Repeat the steps as described for faxing an item in the preceding procedure, except, drag the item onto your e-mail link icon on the Link Bar. If you are attaching items to an e-mail message, the e-mail software starts. After you log in, the item appears as an attachment to the e-mail message. Note: When you send an item as an e-mail message, you can make the message self-viewing. Recipients of the e-mail message can view the attached PaperPort item even if Visual Explorer is not installed on their computers. To create this type of e-mail attachment, choose Self Viewing Files as the Send Format in the e-mail link preferences before you send the item. For more information, see the Visual Explorer User's Guide and Help. FILING ITEMS IN FOLDERS 11 FILING ITEMS IN FOLDERS Desktop View provides an easy-to-use filing system for organizing your items. The filing system consists of folders shown in the Folder View and items shown on the Desktop. A folder that appears in the Folder View can be any folder located on your hard drive or located on a device attached to your computer, such as an external drive or disk. An item can be a PaperPort item or a non-PaperPort item, such as a Word file. You decide which folders to show in the Folder View. With the Visual Explorer software, you can save items in separate folders similar to ordinary file folders, except that they are electronic. You can use folders to store and organize all of your items. Although Visual Explorer has certain default folders, you can add new folders or change any folder's title and color. The Visioneer Documents folder and these subfolders are provided with Visual Explorer. This folder, located on the C drive, was added to the Folder View. The items of one of the subfolders appear on the Desktop. 12 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE ADDING FOLDERS TO THE FOLDER VIEW Adding a folder to the Folder View lets you use Visual Explorer to see a folder and its items that are located on your hard disk or on another device connected to your computer. After you add a folder to the Folder View, you can view any of its folders or items in Desktop View. To add a folder to Folder View: 1. In Desktop View, choose Add to Folder View from the File menu. The Add to Folder View dialog box appears. It shows the same device and folder information that you see in Windows Explorer. 2. Select the folder on a drive or disk that you want to add to Folder View and click OK. The folder and its subfolders appear in the Folder View and items in the added folder appear on the Desktop. An icon identifies the folder as an added folder. In addition, the actual location of the folder on your computer, such as the C drive, appears in the folder title. Note: When you first add a folder to the Folder View, choose Refresh Thumbnails from the View menu. FILING ITEMS IN FOLDERS 13 To see the contents of a folder: 1. In the Folder View, click a Folder or click the plus sign next to a folder if one appears. Any subfolders included in the folder appear in the Folder View. Items appear on the Desktop. 2. Click a subfolder to display its contents. Any items in the folder appear on the Desktop. This example shows four items in the Newsletter folder, which is located in the Adventure Travel folder. Note: If you place an item into Visual Explorer, such as by capturing a Web page, the item is placed in the location that is currently selected in Desktop View. For example, if the Travel folder is selected and its items appear in Desktop View, then the item goes in the Travel folder. 14 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE FILING ITEMS IN FOLDERS BY USING DESKTOP VIEW You can use the folders to store and organize different items. The easiest way to move an item into a folder is by dragging and dropping the item. You can file items one at a time, or you can file multiple selected items all at the same time. To drag and drop an item into a folder: 1. Click an item to select it. Use Ctrl-click to select multiple items. 2. Drag the selected item onto a folder. 3. When the folder is highlighted, release the mouse button. To open a folder and see its content, click the folder. Tip: To make a copy of an item and leave the original in its original folder, hold down the Ctrl key when dragging an item to a folder or select the item, and then choose Copy to Folder from the Desktop menu. CREATING A NEW FOLDER By adding new folders, you can create a set of folders that work best for different items, such as bills, expenses, memos, or personal and business correspondence. You can use Visual Explorer to create subfolders for any of the folders shown in the Folder View. FILING ITEMS IN FOLDERS 15 To add a folder: 1. Click the location in which you want to add a folder. 2. From the File menu, choose New, and then Folder. 3. Type the new folder's title. 4. Select a color from the drop-down list, and then click OK. The new folder appears in the Folder View. Tip: To change a folder's title, select the folder's title in the list, and then click it again. Type the new title and press Enter. USING WINDOWS EXPLORER TO MANAGE ITEMS The previous procedures tell you how to work with folders and items from the Desktop View. You can also use Windows Explorer to complete changes, such as retitling a folder and filing items in different folders. The changes you make in Windows Explorer are directly reflected in Desktop View. Likewise, any changes you make in Desktop View are visible in Windows Explorer. 16 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE To make changes in Windows Explorer: 1. In Desktop View, click the Explorer button on the Command Bar. Windows Explorer appears. 2. Use Windows Explorer to make changes to folders or items that appear in Desktop View. For example, you can retitle a folder or drag and drop items into different folders. You can also drag items from Windows Explorer directly to Visual Explorer. CAPTURING WEB PAGES 17 CAPTURING WEB PAGES With Visual Explorer's Web Capture, you can easily add Web pages directly to the Desktop View and automatically update them the next time you connect to the Internet. For example, you can capture information about your favorite stocks and then automatically update the Web page to reflect the latest numbers. Tip: You might find it convenient to create a new folder that you can use to store all of your captured Web pages. To capture a Web page and display it in Visual Explorer: 1. In the Folder View, select the folder in which you want to add a Web page. 2. Connect to the Internet and then display the Web page that you want to capture. Visit Visioneer's Web site to get the latest product information. 18 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE 3. To capture only the visible portion of a page, click the Web Capture icon in the Windows taskbar, and then choose Capture Visible Portion. Web Capture saves the special PaperPort item and identifies it with the browser's application icon. To capture an entire Web page that contains multiple screens of information, click the Web Capture icon in the Windows taskbar, scroll to the beginning of the page, and then choose Capture Entire Page. Web Capture saves each full screen of information as a separate page in a stack. To capture the entire page, place your cursor at the top of the page; otherwise, the part of the page from the cursor forward is captured.