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ScanSoft PAPERPORT 9 Getting Started Manual

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  • Page 2 O P Y R I G H T S Copyright © 1999–2003 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 prior written consent from ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts 01960.

  • Page 3: Table Of Contents

    O N T E N T S Welcome to PaperPort Installing PaperPort Registration Learning PaperPort Using online Help Using release notes Technical Support What’s new in PaperPort 9? Create, edit, and manage PDF files Save time with batch processing Use improved scanning features Annotate all image items Find files and documents with ease Use a variety of new productivity enhancements...
  • Page 4 Acquiring Items Scan to the PaperPort desktop Print to PaperPort Capture web pages Add PaperPort folders Import files Download pictures from your camera Touching Up Images Image editing tools Edit multiple images Annotating Pages Annotation tools Filing Items Work with PaperPort folders Color-code folders Work with items Add search criteria to items...
  • Page 5 Sharing Files Sending Items to Other Programs Adjust Send To options Customize the Send To bar Send items as E-mail attachments Converting Items Convert items to image formats Convert images to text Filling Out Scanned Forms Creating PDF Documents Using ScanDirect PaperPort Getting Started Guide...
  • Page 6 Contents...

  • Page 7: Welcome To Paperport

    Welcome to PaperPort Welcome to the PaperPort Getting Started Guide. PaperPort provides the easiest way to turn paper into organized digital documents that everybody in an office can quickly find and use. PaperPort works with scanners, multifunction printers, and networked digital copiers to turn paper documents into digital documents. It then helps you to manage them along with all other electronic documents in one convenient and easy-to-use filing system.

  • Page 8: Learning Paperport

    Learning PaperPort This guide introduces you to PaperPort and shows you how PaperPort can help you manage your information. Additional sources of information to help you learn how to use PaperPort include online Help, Release Notes, and the ScanSoft web site. Using online Help The PaperPort online Help includes comprehensive information on features, settings, and procedures.

  • Page 9: What's New In Paperport 9

    What’s new in PaperPort 9? PaperPort 9 includes a number of valuable new features to help you manage your documents. Create, edit, and manage PDF files You can now scan, create, and manage PDF files, using the worldwide standard for electronic document exchange. You can perform operations directly on PDF files and no longer need to convert them to the MAX format beforehand.

  • Page 10: Use Improved Scanning Features

    Use improved scanning features PaperPort now provides single page, multipage, and dual-sided scanning, PDF output, and sortable names for scanned items. Annotate all image items PaperPort now supports annotations on all image types, and you can edit annotations on both PDF and PaperPort Image (.max) files as well. Find files and documents with ease You can now use PaperPort's enhanced Search features to find items by specific item properties.

  • Page 11: Getting To Know Paperport

    Getting to Know PaperPort This section introduces you to the different parts of PaperPort. Refer to the PaperPort Help for detailed information about all these topics. The PaperPort desktop The PaperPort desktop appears with the Folders pane when you first start the program.

  • Page 12: Paperport Items

    PaperPort items The documents and photographs you acquire in PaperPort are called items. There are two types of items: image items and text items. Image items are scanned documents, photographs, and other digital items in an image format, such as PDF, JPEG, TIFF, or PaperPort Image (.max). You create image items from documents, photographs, line art, or other items that you scan, copy, or bring in to the PaperPort desktop.

  • Page 13: Paperport Thumbnails

    The My PaperPort Documents folder contains several subfolders whose names— such as Articles, Business Cards, Photographs, and Receipts—illustrate the different ways you can organize your items in PaperPort. The Samples folder contains sample documents and photographs to help you get started using PaperPort.
  • Page 14 Each thumbnail appears with an icon that identifies the program in which it was created or is currently associated. This makes it easy and convenient to quickly see and find all different types of items on your computer. Click on a thumbnail to see image attributes. A small icon indicates that the Read-only attribute is set for that item.

  • Page 15: The Page View Window

    The Page View window The Page View window allows you to take a closer look at your items and to touch up and annotate them. You can also enlarge or reduce the view for easy reading. To view an item in the Page View window, double-click a thumbnail, or select the item and click the Page button on the Command bar.

  • Page 16: Acquiring Items

    Acquiring Items There are many ways to bring images and documents into PaperPort so that you can use PaperPort’s viewing, editing, annotation, indexing, OCR, and file management tools. For example, you can: • Scan photos, pages, and other images on a scanning device. •...

  • Page 17: Print To Paperport

    To scan and collate two-sided pages on your ADF scanner, flip the pages when prompted, click Scan Other Side, and PaperPort will automatically scan and collate the pages in the correct order. You can also use a high-speed, networked scanner to scan items to a networked folder and then add the folder to PaperPort.

  • Page 18: Add Paperport Folders

    Add PaperPort folders PaperPort provides an easy-to-use filing system for organizing your items and sharing them with others. In the Folders pane, you can: • Add existing folders on your computer to the Folders pane. • Create new folders, mapped network drives, and folders on external devices attached to your computer.

  • Page 19: Touching Up Images

    Touching Up Images When you display an image item in the Page View window, PaperPort provides several tools you can use to adjust or improve your image. For example, you can straighten a scanned page, lighten an underexposed photograph that is too dark, adjust the color in a color picture, remove “dirt spots”...

  • Page 20: Edit Multiple Images

    Remove red The Remove Red Eye tool helps you to remove the red-eye effect that occurs when photographing people or animals in low light or with a flash. Remove part When you want to save or work with only part of a page or of an image image, you can crop the image or you can erase the part that you do not want to use.

  • Page 21: Annotating Pages

    Annotating Pages PaperPort includes a collection of annotation tools that allow you to mark up scanned documents with information you would like to keep with that document. On PDF and PaperPort Image (.max) files, annotations are editable, meaning that you can reposition, change, or remove them—or edit textual content— whenever you want.

  • Page 22: Filing Items

    Highlighter Use the highlighter tool to highlight any area of the image, just as you might use a highlighting pen on paper. Scribble The Scribble tool lets you draw freehand lines or marks on the page. Arrow or Select the Arrow or Line tool to draw straight lines, with or Line without arrowheads, on a page.

  • Page 23: Work With Paperport Folders

    Work with PaperPort folders Using the PaperPort Folders dialog box, you can add, remove, move, and rename PaperPort folders. In the Folders pane, you can drag and drop, copy or move subfolders and their content to other subfolders or PaperPort folders, create subfolders, and delete subfolders.

  • Page 24: Add Search Criteria To Items

    Add search criteria to items You can assign item properties to PaperPort Image items and PDF Image items, and then use the properties as search criteria to find items in PaperPort. PaperPort also allows you to assign the same keywords to multiple items at the same time, providing a powerful tool for organizing and locating similar documents and images.

  • Page 25: Finding Items

    Finding Items PaperPort provides features to help you find your PaperPort items. You can quickly find an item by visually browsing through thumbnails on your PaperPort desktop. When you have many folders and items, PaperPort provides more powerful capabilities with SimpleSearch. SimpleSearch provides many options for specifying where and what to look for when finding an item, including indexed text content.

  • Page 26: Add Items To The Simplesearch Index

    Add items to the SimpleSearch index The SimpleSearch index uses PaperPort’s OCR software to extract and copy textual content from your items, and creates a database of the words or phrases in those items, much like the index of a book. Item properties, such as name and author, are also added to the index.

  • Page 27: Use Pdf Searchable Image

    Use PDF Searchable Image In addition to using PaperPort’s proprietary search and indexing capabilities, you can also create PDF Searchable Image files that can be indexed and searched outside of PaperPort. PDF Searchable Image is a flavor of PDF. A PDF Searchable Image file contains a bitmapped image of a document or graphic with textual content stored as hidden text.

  • Page 28: Sending Items To Other Programs

    With PaperPort, it is simple to set up a shared folder on a server or a PC that can act as a central repository for all important office documents. Each PaperPort client can connect to that folder and use PaperPort’s document management features and paper handling tools to find and use documents instantly.

  • Page 29: Adjust Send To Options

    E-mail link MS Word link PaperPort supports a wide variety of programs including word processing, spreadsheet, fax, Internet e-mail, graphics, optical character recognition (OCR), and online services programs. Icons in the Send To bar identify the programs to which you can send your PaperPort items.

  • Page 30: Customize The Send To Bar

    Customize the Send To bar You can change the way program icons appear on the Send To bar in a number of ways. Specifically, you can: • Add a program. If you have a program on your computer that is not shown on the Send To bar, you can add it to the Send To bar by using the New Program Link wizard.

  • Page 31: Converting Items

    JPEG is a popular format for photos and single page items. Documents and multi-page items can be sent as PDF or TIFF files. The recipient receives the message and can open the attachment to view the item you sent. For more on sending items as e-mail attachments, see the PaperPort Help. Converting Items Using PaperPort, you can convert scanned documents and text items to image formats, and convert images back to text.

  • Page 32: Convert Images To Text

    Convert images to text You can convert scanned documents to text by a simple drag-and-drop of the thumbnail to your word processor program. PaperPort automatically processes your scanned document using PaperPort’s OCR software, launches your word processing program, and loads the scanned text into a document ready for editing.

  • Page 33: Filling Out Scanned Forms

    Filling Out Scanned Forms FormTyper is a PaperPort program that enables you to fill in forms, such as insurance forms, registration cards, and medical forms, that you scan to the PaperPort desktop. You simply drag a form from the PaperPort desktop to the FormTyper program on the Send To bar.

  • Page 34: Creating Pdf Documents

    Creating PDF Documents PDF (Portable Document Format) files are often classified into three different types, commonly called flavors: • PDF Image • PDF Searchable Image • PDF Formatted Text & Graphics You can create one or more of these PDF flavors, depending upon your version of PaperPort software.

  • Page 35: Using Scandirect

    Using ScanDirect ScanDirect is a PaperPort program that enables you to scan items and send them directly to PaperPort or other programs on your computer without first running PaperPort. ScanDirect runs as a separate program from the Windows Start Menu and displays the ScanDirect bar.

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