Xerox DocuMate 262 User Manual

Xerox documate 262: user guide
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DocuMate 262
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user's guide

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Summary of Contents for Xerox DocuMate 262

  • Page 1 DocuMate 262 scanner user’s guide...
  • Page 2 DocuMate 262 scanner user’s guide...
  • Page 3 XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license. DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and product numbers mentioned in this publication are trademarks of Xerox Corporation.
  • Page 4: Table Of Contents

    Additional Applications Available with Your Scanner ....... . . 17...
  • Page 5 Uninstalling the Scanner and One Touch Software ....... . .
  • Page 6: Welcome

    What’s in the Box DocuMate 262 Scanner User’s Guide Welcome Your new Xerox DocuMate 262 scanner can quickly scan single- sided or double-sided stacks of documents and place their images on your computer. Before proceeding, check the contents of the box. If items are missing or damaged, contact the dealer where you purchased the scanner.
  • Page 7: The Xerox Documate 262 Scanner

    Welcome The Xerox DocuMate 262 Scanner ADF cover release Paper guide LED Number Destination Selector button Simplex button Duplex button Status light Output tray Power switch Power jack Paper guide—Holds documents in place. Adjusts to fit the document width. LED Number—Shows the current scan setting for the Simplex and Duplex scanning buttons.
  • Page 8: What You Need

    The following documentation is provided with your scanner: • Quick Install Guide—Abbreviated installation instructions. • Xerox DocuMate 262 Scanner User’s Guide—On the Installation DVD; contains detailed installation, scanning, configuration, and maintenance information. • PaperPort User’s Guide—On the Installation DVD; contains detailed feature and configuration information for the PaperPort software.
  • Page 9: Installation

    If you already have a scanner connected to your computer, you may need to remove its driver programs to properly install and operate your Xerox DocuMate 262 scanner. Please see “Troubleshooting” on page 103 for more information, and “Uninstalling Your Scanner” on page 107 for basic instructions to uninstall driver programs.
  • Page 10: Step 1: Assemble The Scanner

    Step 1: Assemble the Scanner DocuMate 262 Scanner User’s Guide To assemble the scanner: 1. Remove all shipping tape from the top and bottom of the scanner. 2. Carefully remove the protective foam from the ADF cover release, then press the release and open the Automatic Document Feeder cover.
  • Page 11 5. Insert the pins on each side of the output tray into the holes on the scanner. 6. Flip open the extension on the output tray so it is fully extended. 7. Proceed to “Step 2: Install the Software.” DocuMate 262 Scanner User’s Guide...
  • Page 12: Step 2: Install The Software

    Step 2: Install the Software DocuMate 262 Scanner User’s Guide To install the software: 1. Start Microsoft Windows and make sure no other applications are running. 2. Insert the installation DVD into your computer's DVD-ROM drive. The DVD automatically starts.
  • Page 13 The software provided with your scanner may differ slightly from the list shown in the window. 5. Click Install Now. 6. The Select Language window opens. Click the drop-down menu arrow and select the language to use. Click OK. ® and Scanner DocuMate 262 Scanner User’s Guide...
  • Page 14 DocuMate 262 Scanner User’s Guide The first PaperPort Installation window opens. 1. On the PaperPort Welcome window, click Next. Installing PaperPort will uninstall any existing version of PaperPort and will install the newer version. Your existing PaperPort files will not be affected.
  • Page 15 The Welcome to the One Touch 4.0 Setup Wizard opens. 1. Click Next. 2. On the Xerox License Agreement window, read the license agreement. If you accept the terms, select I Agree then click Next. If you choose not to accept the license agreement, the installation will terminate and the scanner driver will not be installed.
  • Page 16 TWAIN and ISIS—The TWAIN and ISIS drivers are installed. The One Touch 4.0 Monitor will not run and you cannot use the One Touch features. You can use the Xerox DocuMate 262 TWAIN driver to scan from applications with a TWAIN interface. You can also scan from applications that use the ISIS driver.
  • Page 17 During installation you will see this window asking you to select one of the images for your Color Space setting. The Color Space setting sets the gamma value for the scanner so scanned items look good on your monitor. Gamma controls the brightness of the midtones of colors.
  • Page 18: Step 3: Connect The Power Supply

    DocuMate 262 Scanner User’s Guide Connect the power supply and power cord, and plug the power supply into an electrical outlet. To connect your DocuMate 262 scanner: 1. Plug the power supply into the power port on the scanner. NOTE: Only use the power supply (HEG42-240200-7L made by HiTron) included with your scanner.
  • Page 19: Step 4: Connect The Usb Cable And Turn On The Power

    Installation Step 4: Connect the USB Cable and Turn on the Power The DocuMate 262 scanner connects to any available USB port. Check your computer’s manual for USB port locations. NOTE: You can connect the scanner to your computer while the computer is running.
  • Page 20 Installation 3. Turn on the power switch, located on the back of the scanner to the left of the power port. The status light comes on and flashes indicating that the scanner is receiving power. If you are using Windows XP and have plugged the USB cable into a USB 1.1 port, an information bubble may open explaining...
  • Page 21 The scanner’s status light is green when the scanner and computer are communicating properly. 6. Click Close on the Installation Complete window to close and exit the software installer. You can now install additional applications. DocuMate 262 Scanner User’s Guide...
  • Page 22: Additional Applications Available With Your Scanner

    Additional Applications Available with Your Scanner DocuMate 262 Scanner User’s Guide Your scanner includes free, additional applications on the installation DVD. 1. Reinsert the installation DVD into the DVD-ROM drive. The Installation menu opens. The free Adobe Acrobat Reader software is located on the DVD with the User Guides.
  • Page 23 Install Now. Follow the instructions on the screen to install each of the additional products. About the Software driver is installed correctly when you install it with your Xerox (LFR) technology. Advanced DocuMate 262 Scanner User’s Guide...
  • Page 24: View The User Guides

    View the User Guides DocuMate 262 Scanner User’s Guide 1. To get the documentation for each of the additional products, return to the Main Menu window and click User Guides. 2. The User Guides window opens. Use this window to view and save the User Guides you want.
  • Page 25 3. When you’re finished, click Main Menu to return to the Main Menu window and click Exit. 4. Remove the DVD and store it in a safe place. That’s it! Installation is finished and your Xerox DocuMate 262 scanner is ready to scan. DocuMate 262 Scanner User’s Guide...
  • Page 26: Register Your Scanner And Check For Updates

    Your RegID is important as you will need it when accessing free telephone support, or checking for online updates. 4. After receiving your RegID, write it down on a piece of paper and keep it with your scanner so you will be able to find it easily. Installation...
  • Page 27: Scanning

    Scanning If you selected the recommended Full Install option (see page 11), then you have several different options to scan with your Xerox DocuMate 262 scanner. Each method scans equally well, so use the one with appropriate options for the item you are scanning.
  • Page 28: Load And Scan Documents

    Load and Scan Documents DocuMate 262 Scanner User’s Guide When you press either the Simplex or Duplex button, documents are scanned using the scan settings indicated by the LED number. The scanned images are then sent to a software application (known as the Destination Application) on your computer.
  • Page 29 One Touch utility. In this example of duplex (two-sided) scanning, the Destination Application is the PaperPort desktop and the two pages are stacked, one on top of the other. To Cancel scanning, click the Cancel button. DocuMate 262 Scanner User’s Guide...
  • Page 30: Check The Scan Settings Before Scanning

    One Touch Properties window may be different. DocuMate 262 Scanner User’s Guide 1. To check the scan settings before scanning, press, hold down, and then release, either the Simplex or Duplex button. Press, hold down,...
  • Page 31: Scan From The One Touch Button Panel

    Click the arrows to cycle through all 9 settings. Click the button you want to use to scan. 3. On the screen—not on the scanner—click the button you want to use to scan. NOTE: The One Touch Properties window must be closed before you can scan from the Button Panel.
  • Page 32: Using The One Touch Button Panel

    Using the One Touch Button Panel DocuMate 262 Scanner User’s Guide The One Touch Button Panel is also your on-screen set of controls for the scanner. The One Touch Button Panel shows information about the scanner and its settings. 1. To open the One Touch Button Panel, click the One Touch icon.
  • Page 33 A folder icon for a button, such as shown for button 7, means that the scanner sends the scanned image to the default folder at C:\Documents and Settings\<your user name>\My Documents\My OneTouch Archive\PDF Documents without first opening it in a Destination Application.
  • Page 34: The Default One Touch Settings On Your Scanner

    The Default One Touch Settings on Your Scanner DocuMate 262 Scanner User’s Guide Based on the recommended install of PaperPort and the scanner driver, your scanner is pre-configured to scan items for various basic tasks, such as email or fax, then send the scanned image to an appropriate, pre-selected Destination Application.
  • Page 35: Configuring The One Touch Buttons

    CD, scanning and converting text directly into an HTML web page, and scanning with optical character recognition (OCR) that turns a scanned image into text that you can edit. DocuMate 262 Scanner User’s Guide...
  • Page 36 Xerox DocuMate 262 scanner. For example, on the figure below, the option “Use Document Feeder” is selected and “grayed out” because the Xerox DocuMate 262 is an ADF scanner and always uses the document feeder, so there’s no reason for you to select it. If you use the One Touch application with other Xerox scanners, grayed out options become active, if appropriate.
  • Page 37 The button names indicate their file types. See “Selecting Page Format Options” on page 41 for more information about the available formats. Options tab—Displays a window for selecting options related to the selected destination application for the scanned image. Grayscale Configure Before Scan DocuMate 262 Scanner User’s Guide...
  • Page 38: Selecting New Settings For A Button

    Select a software application as the destination to send scanned documents. DocuMate 262 Scanner User’s Guide For each of the nine One Touch buttons, you can select a new Destination Application, Scan Configuration, and Document Format. To select new settings for a Scanner Button: 1.
  • Page 39 Simplex or Duplex button on the scanner. When you are finished selecting new settings for a button and you press or click a scanner button, the document is scanned using the newly configured settings for that button. DocuMate 262 Scanner User’s Guide...
  • Page 40: Setting Destination Application Properties

    Setting Destination Application Properties DocuMate 262 Scanner User’s Guide The different types of Destination Applications have various properties that you can select. 1. On the One Touch Properties window, click a Destination Application. 2. Click the Properties button. Click a Destination Application.
  • Page 41 One Touch button set for text applications. Show message if text recognition failed—A message will open on the screen if the OCR reader does not detect text in the image. ® , and DocuMate 262 Scanner User’s Guide...
  • Page 42 DocuMate 262 Scanner User’s Guide 2. To add another application to the list, click the Add Application button. The Add Text Based Link dialog box opens. 3. Click Browse to find the application you want to add to the list.
  • Page 43 See the steps on page 37 to add an application to the list. 3. Click OK. 4. Click Refresh on the One Touch Properties window. 5. Click OK or Apply on the One Touch Properties window. DocuMate 262 Scanner User’s Guide...
  • Page 44 DocuMate 262 Scanner User’s Guide Storage Properties These properties apply to the Destination Application named Transfer to Storage. If a CD burner is attached to your computer, you also use this dialog box to start the Burn to CD process. See the section “Scan and Burn to a CD”...
  • Page 45 Windows documentation for more information about Internet options. If you are using AOL, please see the AOL user manual for making changes to the Internet options applicable to AOL. ® (AOL), you need to know DocuMate 262 Scanner User’s Guide...
  • Page 46: Selecting Page Format Options

    Selecting Page Format Options DocuMate 262 Scanner User’s Guide 4. Select the options for color document handling. Convert Bitmaps using Screen Resolution—Use this option to ensure that an image will fit on the computer’s screen. When a computer screen is set to a lower resolution, bitmap images with a higher resolution may be too big to fit on the screen.
  • Page 47 OCR processing and with the ability to search the scanned text. See the next section, “Text Formats,” and also “Scanning with sPDF or nPDF and Searching for Text” on page 67 for details. DocuMate 262 Scanner User’s Guide...
  • Page 48 Text Formats DocuMate 262 Scanner User’s Guide To select a JPEG or PDF file size: 1. Select JPG or PDF as the page format. 2. Right-click on the JPG or PDF icon. A menu opens. 3. Choose the file size/image quality option for your scanned images.
  • Page 49 Rich Text Format—The .rtf file format. Text that retains formatting when converted. Available with Microsoft Wordpad and Word. Word Document—The .doc file format used by Microsoft Word. Example menu for the TEXT format when the Destination Application is PaperPort or a Storage location. DocuMate 262 Scanner User’s Guide...
  • Page 50 DocuMate 262 Scanner User’s Guide Comma Delimited—The .csv file format; used for database or spreadsheet data with fields separated by commas. When the document is converted into editable text by the OCR software, the fields are maintained so you can copy and paste them to a database or spreadsheet application.
  • Page 51: Renaming A One Touch Button

    3. Select the name’s text and type a new name. Click the arrows to get to the button to rename, then select the name text. 4. Click OK or Apply. The button is now renamed. Type a new name for the button. DocuMate 262 Scanner User’s Guide...
  • Page 52: Selecting Options For A Button

    Selecting Options for a Button DocuMate 262 Scanner User’s Guide The One Touch Options determine the types of Destination Applications available for a button, as well as the location of the files of your scanned items. To select options: 1. Open the One Touch Properties window and click the Options tab.
  • Page 53 After a scanned item is printed or faxed, its temporary file is deleted. However, by selecting this Create copies of scanned documents option, you can choose to save permanent copies of the scanned items on your hard drive. DocuMate 262 Scanner User’s Guide...
  • Page 54: Creating A New Scan Configuration

    Creating a New Scan Configuration DocuMate 262 Scanner User’s Guide The copies will be saved in the folder specified in the Folder Copy Options section (see the figure on page 49 and the description below). This option is not available if either Document Management or...
  • Page 55 Destinations list, the dialog box may have an additional Device Settings tab for setting specific options for the particular device. If the configuration is locked, click the lock to unlock it. The icon becomes a key. DocuMate 262 Scanner User’s Guide...
  • Page 56 DocuMate 262 Scanner User’s Guide 5. Select scan settings for the new scan configuration. Mode—Select a scanning mode: • Black&White to scan in black and white. For example, letters and memos are usually scanned in black and white. This scan mode produces the smallest file size.
  • Page 57 When using the AutoCrop to Original option, always use the paper guides on the scanner so the page is not skewed. Skewed pages may not crop properly. For single-sided scans, the scan area is the size of the image.
  • Page 58 The Simplex and Duplex buttons on the scanner take precedence over the One Touch settings. In other words, if the LED number on the scanner is configured to scan as Duplex, but you press the Simplex button, the scanner scans in Simplex, and vice versa.
  • Page 59 As you do, the image changes to show the effects of the new settings. 10. Click OK to save the new configuration. It will now appear in the list of Scan Configurations on the One Touch Properties window for the appropriate Destination Applications. DocuMate 262 Scanner User’s Guide...
  • Page 60 The Device Settings Tab DocuMate 262 Scanner User’s Guide A Device Settings tab appears on the Scan Configurations dialog box when your selected Destination Application sends the scanned image to a printer, fax application, or other device. You use the options on the Device Settings tab to select settings for the device.
  • Page 61 C:\Documents and Settings\<your user name>\My Documents\My OneTouch Archive and then in a folder based on your selection for the Storage Location. For example, if the file type is TIFF, and you select Documents are put into DocuMate 262 Scanner User’s Guide...
  • Page 62 Scanning to Multiple Folders DocuMate 262 Scanner User’s Guide folders by type, the default location of scanned archive documents is at C:\Documents and Settings\<your user name>\My Documents\My OneTouch Archive\TIFF Documents. 3. Click the Browse button to specify the location to store the scanned documents, or type a location directly into the box.
  • Page 63 8. Click the Browse button. 9. Select the folder you created for storing the scanned documents. If you haven’t created the folder yet, you can click the Make New Folder button and type the name for the new folder. DocuMate 262 Scanner User’s Guide...
  • Page 64 DocuMate 262 Scanner User’s Guide 10. Click OK. The selected folder will now be set as the Storage Location, such as “Business Receipts.” 11. Click Apply. The new configuration is now listed as a Transfer to Storage configuration. 12. Repeat the process to create additional new configurations, such as one named “Storage for Personal Receipts.”...
  • Page 65: Editing Or Deleting Scan Configurations

    Scanning Editing or Deleting Scan Configurations 14. Now click the arrow buttons to select a scanner button for each new configuration. Click Apply to set that button for that configuration. The following examples show that buttons 7 and 8 have been set to scan to each of the new configurations.
  • Page 66 DocuMate 262 Scanner User’s Guide To edit or delete a scan configuration: 1. Open the One Touch Properties window. 2. Select the scan configuration you want to edit or delete. 3. To delete the configuration, click the Delete button. 4. To edit the configuration, click the Edit button.
  • Page 67: Configure Before Scan

    WIA—The Windows Image Acquisition Interface (WIA) opens for you to make changes prior to scanning (available for Windows XP only). See “Scanning with the WIA Interface” on page 95. 5. Click OK or Apply on the One Touch Properties window. DocuMate 262 Scanner User’s Guide...
  • Page 68 In the example shown on the previous page, the Destination Application is Microsoft Paint. The TWAIN interface lists the scanning options available with your Xerox DocuMate 262 scanner. Please see “Scanning with the TWAIN Interface from PaperPort” on page 80. Scanning...
  • Page 69 Instead of having to re-scan the entire stack, you can stop the current scan, change the Picture Type from Black & White to Color, then restart the scanning without losing the pages already scanned. DocuMate 262 Scanner User’s Guide...
  • Page 70: Scanning With Optical Character Recognition (Ocr)

    The One Touch OmniPage Module or the OmniPage Pro software must be installed on your computer in order to use the OCR options with the One Touch 4.0 software and your DocuMate 262 scanner. One Touch 4.0 and OmniPage Pro work together to combine scanning with OCR processing into one integrated step.
  • Page 71 Scanning To scan with OCR: 1. To scan using the buttons on the scanner, press the Destination Selector until the LED is at 6, then press the Simplex or Duplex button. NOTE: One Touch Button 6 is preset as your OCR button. But you can also set up any other button to scan and OCR the text.
  • Page 72: Scanning With Spdf Or Npdf And Searching For Text

    Scanning with sPDF or nPDF and Searching for Text DocuMate 262 Scanner User’s Guide Searchable PDF (sPDF) and Normal PDF (nPDF) are special forms of an Adobe PDF file. sPDF converts scanned text into the PDF format with text search and OCR capabilities. nPDF has those same features, plus you can edit the text in an nPDF image if you have a PDF editing program.The two PDF formats can also...
  • Page 73 12. Enter the text you want to find, and click the Find button. See the Adobe Acrobat user manual for more about finding text in a PDF file, or about editing PDF text. The page format icon is now set to the selection from the menu. DocuMate 262 Scanner User’s Guide...
  • Page 74: Scan And Burn To A Cd

    DocuMate 262 Scanner User’s Guide If you have a CD burner attached to your computer, you can scan directly from your Xerox DocuMate 262 scanner onto a CD. This feature is available only on computers running Windows XP or Windows Vista.
  • Page 75 “Scanning to Multiple Folders” on page 57), do not use them for the Burn to CD Destination Application. Otherwise, the Windows XP and Windows Vista CD writing wizard will not be able to find the images to burn onto the CD. DocuMate 262 Scanner User’s Guide...
  • Page 76: Scanning With Event Forwarding

    Scanning with Event Forwarding DocuMate 262 Scanner User’s Guide If you want to specify an application to use for scanning at the start of the process, you can use event forwarding. The scanner will feed in the first page, but will then stop until you select the application to use.
  • Page 77 A dialog box opens for you to select the application to use for scanning. 7. Select the application in the box and click OK. Now the application you selected opens and you can continue the scanning from that application’s TWAIN interface. DocuMate 262 Scanner User’s Guide...
  • Page 78: Creating An Html Web Page From Your Scanned Documents

    Creating an HTML Web Page from Your Scanned Documents DocuMate 262 Scanner User’s Guide If you scan a document, whether a single page or multiple pages, you can have the pages converted directly to HTML formatted pages for posting directly to your web site. Those pages are then viewable by visitors to your web site without the need for any internet plug-ins or other special processing.
  • Page 79 Address bar to make sure you’ll know where to find your new HTML page later on. 9. You can now use Microsoft Internet Explorer or other application to post the document to your web page as you would any other HTML page. DocuMate 262 Scanner User’s Guide...
  • Page 80: Transferring Scanned Documents To Storage

    But you can also set up any other button to scan to Archive the text. 1. To scan using the buttons on the scanner, press the Destination Selector until the LED is at 7, then press the Simplex or Duplex button.
  • Page 81 2. Select a storage location on the mapped drive or server for the scanned documents. Servers and mapped drives are represented by an icon that indicates its network connection. Select a mapped drive or server as indicated by the icon. DocuMate 262 Scanner User’s Guide...
  • Page 82 DocuMate 262 Scanner User’s Guide 3. Click OK. Now when you scan using Transfer to Storage as the Destination Application, the documents are stored on the server or mapped drive. To Use OCR Before Transferring to Storage If the documents you want to transfer to storage are text documents or spreadsheets, you can have them converted by the OCR process prior to being stored.
  • Page 83: Checking The Hardware And Setting The Lamp Power Saving

    Checking the Hardware and Setting the Lamp Power Saving 1. Right-click on the One Touch icon and choose Show Hardware from the pop-up menu. You can also click the scanner icon at the top of the One Touch Button Panel. The Hardware icon.
  • Page 84 DocuMate 262 Scanner User’s Guide 2. Click the Properties button. Your scanner has a built-in power saving feature that is set to power down after 15 minutes of idle time. You can change the time before the scanner powers down, from 1 minute to a maximum of 10 hours.
  • Page 85: Scanning With The Twain Interface From Paperport

    Because the TWAIN interface is the same regardless of the software you use to open it, you can still use the instructions in this User’s Guide for scanning with your Xerox DocuMate 262 scanner. To access the TWAIN interface from other software, please refer to their user’s guides, then return to this User’s Guide...
  • Page 86: Accessing The Twain Interface From Paperport

    Accessing the TWAIN Interface from PaperPort DocuMate 262 Scanner User’s Guide Scanning with the TWAIN Interface from PaperPort The instructions in this section are for accessing the TWAIN interface from the PaperPort application. To access the TWAIN interface from PaperPort: 1.
  • Page 87 PaperPort needs to be set up to use the scanner. See the section, “Setting Up PaperPort to Work with Your Scanner” on page 90. 3. Click the Scanner drop-down arrow, and select TWAIN: Xerox DocuMate 262 from the drop-down list. NOTE: Please wait a few moments for your selection from the drop-down list to become active.
  • Page 88: Getting Help With The Paperport Software

    Getting Help with the PaperPort Software DocuMate 262 Scanner User’s Guide Scanning with the TWAIN Interface from PaperPort 5. When scanning documents, use the Create single page items check box as follows: • When the check box is selected, all pages in the Automatic...
  • Page 89: Scanning With The Twain Interface

    Scanning with the TWAIN Interface from PaperPort Scanning with the TWAIN Interface The TWAIN interface lists the scanning options available with your Xerox DocuMate 262 scanner. The options on the TWAIN interface are: • Mode—Select a scanning mode: Black&White to scan in black and white. The scanning pixels are all the same size and are either black or white.
  • Page 90 DocuMate 262 Scanner User’s Guide Scanning with the TWAIN Interface from PaperPort • Brightness and Contrast—Sometimes an image is scanned with the brightness and contrast set too light or too dark. For example, a note written with a light pencil may need to be scanned darker to improve legibility.
  • Page 91 AutoCrop to original. • AutoScan on document insertion—Your Xerox DocuMate 262 scanner includes AutoLaunch technology that senses when an item is inserted into the paper feed and starts scanning immediately. Select this option to turn on the AutoLaunch feature. The item is scanned with the current settings on the TWAIN interface.
  • Page 92 If PaperPort’s Create single page items check box is not selected, the scanned pages are not placed on the PaperPort desktop until you indicate the scanning job is finished by clicking Done on the TWAIN interface then clicking Done on the PaperPort-Scan window. DocuMate 262 Scanner User’s Guide...
  • Page 93 TWAIN software. This example shows a thumbnail image of a scanned page on the PaperPort Desktop. A thumbnail image of the scanned item appears on the PaperPort desktop. The small icon represents the file format, in this case the .jpg format. DocuMate 262 Scanner User’s Guide...
  • Page 94: Display The Device Configuration

    Scanning with the TWAIN Interface from PaperPort Display the Device Configuration 1. Click the Xerox DocuMate 262 icon in the top right corner of the TWAIN interface. The Device configuration window opens and shows the information about your scanner. See the section “Checking the Hardware and Setting the Lamp Power Saving”...
  • Page 95: Setting Up Paperport To Work With Your Scanner

    When you select a scanning option from PaperPort’s Scanner drop-down list, either Twain: Xerox DocuMate 262 or WIA: Xerox DocuMate 262 (Windows XP only), the Scan button at the bottom of the panel should become active. If it doesn’t you need to set up PaperPort to work with your scanner.
  • Page 96 Scanning with the TWAIN Interface from PaperPort To set up your scanner: 1. From the Scanner drop-down list, select one of the options, such as Twain: Xerox DocuMate 262. 2. Click the Setup button. A window opens to begin the setup process.
  • Page 97 It has a series of setup options, but only the Basic scan test is necessary because your scanner was already tested and calibrated when you installed the One Touch 4.0 software 6. Click Next. DocuMate 262 Scanner User’s Guide...
  • Page 98 If you are setting up the scanner for WIA, the WIA interface opens instead. 7. Insert a single page into the scanner, face-down, and the Scan button on the TWAIN Interface will become active. 8. Click the Scan button on the TWAIN interface.
  • Page 99 10. Click Finish. PaperPort is now setup for the scanning option you selected (in the example above, it’s the TWAIN option) and the Scan button on the PaperPort window will now become active. DocuMate 262 Scanner User’s Guide...
  • Page 100: Scanning With The Wia Interface

    DocuMate 262 Scanner User’s Guide Scanning with the WIA Interface Microsoft Windows XP and Windows Vista include their own scanning interface—known as Windows Image Acquisition (WIA)—for acquiring images from scanners, digital cameras, and other digital devices. This section shows how to use Microsoft Paint to scan using the WIA interface, but you can use PaperPort and other Windows applications as well.
  • Page 101 Scanning with the WIA Interface The Scan using Xerox DocuMate 262 window opens. Use this window to select scanning options and start the scan process. 3. Click the button most appropriate for the item you’re scanning. 4. Select a paper size from the Page Size list.
  • Page 102: Fine Tuning Your Scans

    Fine Tuning Your Scans DocuMate 262 Scanner User’s Guide 8. The scanned images will appear in Microsoft Paint (or other WIA application you’re using). You can select new settings before you scan an item to fine tune exactly how you want to scan it.
  • Page 103 3. Click OK. The Custom Settings button is now set to scan with the options you selected. If you want to reset the settings and start over, click Reset. DocuMate 262 Scanner User’s Guide...
  • Page 104: Scanning With The Isis Interface

    Xerox DocuMate 262 scanner. The Scanner Selection dialog box will then open. 2. Select Xerox DocuMate 262 from the list of scanners and click Your scanner is then ready to work with the QuickScan ISIS driver.
  • Page 105: Maintenance

    1. Dampen a soft cloth with some Isopropyl rubbing alcohol (95%). 2. Press the ADF cover release on the top left of the scanner body to open the Automatic Document Feeder cover. 3. Wipe the feed roller from side to side. Rotate the roller to clean its entire surface.
  • Page 106: Clearing Paper Jams

    Clearing Paper Jams DocuMate 262 Scanner User’s Guide If your scanner stops scanning due to a paper jam in the Automatic Document Feeder, a warning dialog box opens after a few moments. To clear a paper jam: 1. Press the ADF cover release on the top-left of the scanner body to open the Automatic Document Feeder cover.
  • Page 107: Replacing The Adf Pad Assembly

    The ADF pad may wear out and is designed to be a user- replaceable part. Problems with documents feeding into the ADF is an indication that the pad is wearing thin. See the “Xerox DocuMate 262 Scanner Parts List” on page 110 for ordering information. To replace the ADF Pad assembly: 1.
  • Page 108: Troubleshooting

    Start the PaperPort software and click the Scan icon, then make sure Xerox DocuMate 262 is selected as the scanner. Problem: During installation I got the error message: PaperPort Installation is not complete. What do I do? The installation procedure was not successful.
  • Page 109 They are interfering with the installation and One Touch options, and you need to remove those other drivers and re-install your Xerox DocuMate 262 scanner. Please see the documentation that you received with the other scanner for the steps to remove its driver programs.
  • Page 110: Status Light Troubleshooting Codes

    In all cases you should turn off your scanner and check your scanner setup. Open the scanner and make sure your input tray is fully seated in the scanner casing, make sure your ADF pad is securely snapped in place, verify the connections to the PC and wall.
  • Page 111 The scanner’s cover is open. Close the scanner cover and make sure it attaches 7 or 8 The lamp in the scanner body or the ADF portion of the scanner has malfunctioned.
  • Page 112: Uninstalling Your Scanner

    Uninstalling the Scanner and One Touch Software Uninstalling the PaperPort and OmniPage Software DocuMate 262 Scanner User’s Guide To uninstall theXerox DocuMate 262 scanner, remove the scanner software, PaperPort, or any other scanning software provided with the scanner. 1. On the Windows taskbar, click Start, point to Settings, then click Control Panel.
  • Page 113: To Install Another Driver

    Maintenance To Install Another Driver Before you can install another driver for your scanner, you must remove the currently installed driver first. Then the new driver can be installed. 1. Uninstall the One Touch 4.0 driver. a. Open the Windows Control Panel.
  • Page 114: Xerox Documate 262 Scanner Specifications

    Xerox DocuMate 262 Scanner Specifications Optical resolution Bit depth Maximum item size Minimum item size Scan method ADF specifications Scanning Speed Capacity Paper Thickness Light source Interface Scanner dimensions Height Width Length Weight Operating temperature Relative humidity Power adaptor Power consumption...
  • Page 115: Xerox Documate 262 Scanner Parts List

    Maintenance Xerox DocuMate 262 Scanner Parts List Please use the following part names and numbers when ordering replacements for your scanner. Part Name Paper Guide Output Tray ADF Pad USB Cable AC Power Cord Power Supply Buttons Label Part Number...
  • Page 116: Notices

    Appendix A Notices It’s Illegal in the USA DocuMate 262 Scanner User’s Guide Congress, by statute, has forbidden the reproduction of the following subjects under certain circumstances. Penalties of fine or imprisonment may be imposed on those guilty of making such reproductions.
  • Page 117: It's Illegal In Canada

    3. Exchequer bill paper or revenue paper. 4. The public seal of Canada or of a province, or the seal of a public body or authority in Canada, or of a court of law. Dependency Status Previous military service DocuMate 262 Scanner User’s Guide...
  • Page 118: Federal Communications Commission (Fcc) For Usa

    Federal Communications Commission (FCC) for USA DocuMate 262 Scanner User’s Guide 5. Proclamations, orders, regulations or appointments, or notices thereof (with intent to falsely cause same to purport to have been printed by the Queen’s Printer for Canada, or the equivalent printer for a province).
  • Page 119: Energy Star For The Usa

    ASK-XEROX) to determine whether this Xerox product is part of the program. If your product is not part of the Xerox program and you are managing its disposal, please note that the product may contain lead and other materials whose disposal may be regulated due to environmental considerations.
  • Page 120: Index

    43 Destination Selector 24 Device Settings 50, 55 Document Format 30 Document Management 47 documentation 3 dpi 98 DocuMate 262 Scanner User’s Guide Index Duplex 53 duplex button 2, 22, 23, 24 eMail 48 eMail Properties 40 error codes 105...
  • Page 121 105 Sti event forwarding 48 Storage and CD-R/W 48 Storage Properties 39 Straighten Image 52 system requirements 3 Text Documents Properties 36 Text Editors 48 text file format 43 Text Formats 43 TIFF 42 DocuMate 262 Scanner User’s Guide...
  • Page 122 Transfer to Storage 75 troubleshooting 103 TWAIN 62, 72 TWAIN standard 80 uninstall 107 USB port 14 watermark, remove 53, 85 WIA 62, 95 Windows Image Acquisition 95 Word Document 44 xls file format 45 DocuMate 262 Scanner User’s Guide...
  • Page 123 05-0665-300...

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