Panasonic WORKIO DP-C262 Software Manual

Panasonic workio dp-c262: user guide
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Operating Instructions

(For Document Manager and Document Viewer)
Software
DP-C262 / C322
Model No.
UB-2815C / 2315C
B
English

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Summary of Contents for Panasonic WORKIO DP-C262

  • Page 1: Operating Instructions

    Operating Instructions (For Document Manager and Document Viewer) Software DP-C262 / C322 Model No. UB-2815C / 2315C English...
  • Page 2 All other product/brand names, trademarks or registered trademarks identified herein are the property of their respective owners. © 2005 Panasonic Communications Co., Ltd. All Rights Reserved. Unauthorized copying and distribution is a violation of law. Published in Japan.
  • Page 3: Table Of Contents

    Table of Contents General Description ... 4 System Requirements ... 6 Basic Operations ... 8 Main Window... Importing Image Documents ... Creating Document Images... Editing Document Images ... Saving Image Documents ... Editing Attached Files... Deleting Documents ... Rearranging Documents ... Launch To Another Application ...
  • Page 4: General Description

    General Description The Document Manager and Document Viewer are softwares used to manage various types of documents on a computer. The Document Manager displays the files and folders on a computer together with a folder tree. Unlike Windows Explorer, documents are represented as thumbnail images, and details such as its contents, number of pages, or image can be seen at a glance.
  • Page 5 Viewer is its ability to manage document files created with applications such as Microsoft Word and Micorosoft Excel received Fax documents, and scanned handwritten documents. When the user inputs a document into the Panasonic-DMS, it can be managed and edited with the following two applications: Document Manager An application for managing documents.
  • Page 6: System Requirements

    System Requirements Personal Computer : IBM PC/AT and compatibles (CPU Pentium II or greater is required, Pentium 4 or greater is recommended) Operating System : Windows 98* Windows 2000* System Memory : The minimum recommended Memory for each OS is as follows: Windows 98, Windows Me Windows 2000, Windows XP, Windows NT 4.0,...
  • Page 7 Memo...
  • Page 8: Basic Operations

    First, start up Document Manager. Select Start Menu All Programs (Expect for Windows XP: Programs) Panasonic Document Management System Note: If the Document Manager icon is on your desktop, it can be started up by double-clicking on that icon. Document Manager will start. (The first time it starts up, there is no documents displayed in the document area.)
  • Page 9 There are three types of files that can be imported, and each has a different type of icon. Raster Data (A document file captured with the device's scanner) Vector Data (A document file created with Microsoft Word) Raster Data Icon Display For photos taken with a digital camera or files captured with the device's scanner, the icon will consist of a thumbnail image of the photo or image.
  • Page 10: Importing Image Documents

    Importing Image Documents In order to use Document Manager to manage or edit documents, the documents must be imported into the Document Manager. There are three main methods of importing documents. The first two methods consist of importing files on a computer or from the network.
  • Page 11 Importing Image Documents Importing with Drag and Drop Open the folder that contains the document to be imported, and drag the document icon into the Document Manager's document area. Open the folder that contains the document. The imported document will appear in the document area. Note: Both vector and raster format documents can be imported.
  • Page 12: Scanning Documents

    Importing Image Documents Scanning Documents When using the scanner function to import data into your computer, the documents will be automatically imported into the Document Manager, and thumbnail icons for the documents will be displayed. Send a document to the computer using the device's scanner function. When the computer receives the file, a message will be displayed.
  • Page 13: Creating Document Images

    Creating Document Images When you convert vector format document files (document files created with applications) into raster format image data, you can view them alongside other image data files, making managing the files easier. When you look at the document icon that you have created an image for (an icon with a thumbnail preview) you will see a small icon in its lower right-hand corner.
  • Page 14 Creating Document Images Select the document file for which you want to create an image. Click Select Document File Conversion from the menu. Click Click Canceling File Conversion NOTE To cancel a file conversion, click the by the Document Manager. When creating images from Microsoft Office applications such as Microsoft Word or Microsoft Excel, it can be difficult to cancel the file conversion process.
  • Page 15: Editing Document Images

    Editing Document Images The Document Viewer application is used for viewing and editing image documents. Select (click) the image document you wish to view/edit and select Open from the Document menu to open the document on the Document Manager. The following steps explain how to rotate an image document imported with the scanner function.
  • Page 16: Saving Image Documents

    Saving Image Documents The changes you make while editing will not be reflected on the actual file unless you save them. There are two methods of saving: Overwrite and Save As. Choose overwrite if you want to reflect the changes you made on the original file.
  • Page 17: Editing Attached Files

    Editing Attached Files There are two types of image documents: files containing only images, and files with the original source file attached to them. A glance at the document icon will tell you if there is an attached file on the image document. In the example below, you can see that there is a small Microsoft Excel icon in the bottom right corner of the document's image thumbnail.
  • Page 18 The Attached file window will appear. Click the button to open the attached Open file. Microsoft Excel launches and the original document opens. You will now be able to edit the original document. Make the text title on the first line larger. Note: In this example we are changing the font size of a document created in Microsoft Excel, but this is...
  • Page 19 A new file will be created in Document Manager. A new file is created. Note: When you change an attached file, a new file will be automatically created. "(2)" will be added to the original fine name, so you can easily tell that it is a new file.
  • Page 20: Deleting Documents

    Deleting Documents To delete a document from the document area, simply move the document into the Trash Can. To delete the actual data, it will be necessary to empty the Trash Can. In another word, even if you move a file to the Trash Can, as long as you don't empty it, it will be possible to recover the data.
  • Page 21: Rearranging Documents

    Rearranging Documents It is possible to freely rearrange the document icons in the document area. To move an icon, simply drag it to the desired position. Because Document Manager allows you to move the documents freely, you can easily organize your files. Note: When moving an icon, don't allow it to overlap another icon! There is one important thing to keep in mind when moving icons: don't overlap other icons.
  • Page 22: Launch To Another Application

    Launch To Another Application You can place icons that link to commonly used applications or functions at the bottom of the window. You can use these applications and functions to manage documents by dragging documents to the corresponding link icons. Adding a link icon To add a link icon to the Document Manager.
  • Page 23 Microsoft Paint is added to the External Application Setup dialog box. ® Clicking the button adds Microsoft Paint as a link icon. ® Close Click The Microsoft Paint is added as a link icon. ® Note: You can also use the same procedure to add an Email link icon by setting the Application Type in the Add External Application dialog box to "E-Mail"...
  • Page 24 Launch To Another Application Using a link icon to open a document Use the link icon to open a document. Drag the document you want to open to the link icon. Drag A confirmation message appears. Click This example opens an image document in Microsoft NOTE open a message send window by dragging a document to an Email link icon.
  • Page 25: Image Printing

    Image Printing The image documents can be printed directly from the Document Manager or Document Viewer. The following steps explain the procedure for printing from the Document Manager, but the procedure for printing from the Document Viewer is almost identical. Click the file you wish to print.
  • Page 26: Document Management

    Grouping Documents One of the most effective ways of organizing documents is to group together documents that are related to one another. You may think that grouping requires you to name a group and save it. You can group two documents by simply dragging one file on top of another in the document area.
  • Page 27 Grouping Documents Grouping by Dragging Documents Click "Document 1" to select it. Click Drag "Document 1" on top of "Document 2" and release the mouse button. Drag "Document 1" and "Document 2" will be grouped together, they now become "Document 1". 1st page of "Document 1"...
  • Page 28 Grouping Documents Grouping with the Menu Click "Document 1" to select it. Click While holding down the Ctrl key, click on "Document 2" to select it. Click while holding down the Ctrl key. Selection order is important. NOTE Please remember, the files will be piled in the order of your selection. The first document you selected becomes the "master"...
  • Page 29: Ungrouping Documents

    Ungrouping Documents Grouped documents are documents consisting of multiple pages. There are two ways of ungrouping these documents. The first one is to ungroup all the pages in the document, creating new document files for each of the pages. Another one is to ungroup only the page displayed by the document's icon, creating a new document file consisting of only that page.
  • Page 30 Ungrouping Documents Ungroup Only Displayed Page Click the page arrows at the bottom of the document to display the page that you want to ungroup from the document. Click From the menu, select Document Current Page. Click Click The displayed page will become a new document consisting of only that one page.
  • Page 31: Alternatively Grouping Document Pages

    Alternatively Grouping Document Pages Turning each page over when scanning a double-sided document with a scanner that can only scan one side of a page takes a great deal of time and effort, and is not efficient. Scanning only single side takes, so it is more efficient to create two documents, one with all of the odd pages and one with the even pages, and then combine the two documents into one, alternating the odd and even pages.
  • Page 32 There are two methods for alternatively inserting odd and even pages: interleaving and reverse interleaving. Interleaving involves alternatively grouping the pages from two documents (starting with the first page of each document) to create a new document in the proper order. For example, if scanning a 6-page double-sided document, you first scan one side of all of the pages and then the other side.
  • Page 33 Alternatively Grouping Document Pages Interleaving Interleaving creates a group from the selected files, alternating their pages. This allows you to take a document consisting of odd-numbered pages and combine it with a document consisting of even-numbered pages, to create a single document with the pages in the correct sequence. For example, if you have a document with pages 1, 3, 5, 7, and 9 and another document with pages 2, 4, 6, 8 and 10, you can use interleaving to group them into a single document, with pages 1 to 10 in the correct order.
  • Page 34 Click on the odd-numbered document to select it and then select the even-numbered document while holding down the Ctrl key. Both the odd and even- numbered documents will now be selected. Click Click while holding down the Ctrl key. From the menu, select Document Every Page Alternately.
  • Page 35 Alternatively Grouping Document Pages Reverse Interleaving Reverse interleaving creates a group by alternatively inserting pages from two documents, one starting from the first page and one starting from the last page. This is used when scanning a double-sided document with a scanner that can only scan one side of the page at a time, to combine the odd and even pages into a single document.
  • Page 36 Click on the odd-numbered document to select it and then select the reversed even-numbered document while holding down the Ctrl key. Both the odd and reversed even-numbered documents will now be selected. Click Click while holding down the Ctrl key. If you look through the document's pages, you will see that the pages are arranged in order from 1 to 10.
  • Page 37: Creating And Deleting Folders

    Creating and Deleting Folders Creating folders and placing related documents in them is a good method of keeping documents organized. Click the folder in which you want to create the new folder. The display of the selected folder will be highlighted.
  • Page 38 Delete unnecessary folders To delete a folder, click it and select message box will appear. Use caution when deleting folders. Document files are first placed in the Trash Can when they are deleted, but folders are deleted without being placed in the Trash Can. However, any document files that were in the deleted folder will be placed in the Trash Can.
  • Page 39: Rearranging Pages

    Rearranging Pages Changes the order of a multi-page image document. This can be particularly useful when you need to reverse the pages of a document that is in reverse page order. Click the document for which you want to change the page order. Click From the menu, select Document Rearrange Pages.
  • Page 40: Viewing Document Information

    Viewing Document Information To view detailed information about a document file, open the file's properties. Click the file for which you want to see information. Click From the menu, select File Click Click The properties of the first page will be displayed. If the document is grouped, it is possible to view the properties of each page in the group.
  • Page 41 Memo...
  • Page 42: Editing Documents

    The Document Viewer will start and the selected image document will be displayed in its main window. To start Document Viewer from the Start menu, click Start All Programs (Expect for Windows XP: Programs) Panasonic Panasonic Document Management System, and then select Document Viewer. Double-click an image document displayed in the Document Manager document area. Double-click...
  • Page 43 Document Viewer will Launches. Page List Tool Bar Ruler Size Bar Link Icons Status Bar Page View Area Tool Bar The tool bar contains buttons for the application functions. Each function can be used by clicking its tool bar button, they allow a direct access to each functions without selecting from the menu. Page List Displays thumbnail previews for all of the pages of a document.
  • Page 44 To efficiently edit the image displayed in the Page View Area, it's important to first adjust its scaling NOTE so that it can be easily viewed. The scaling can be freely adjusted by dragging the size bar adjustment button. It is also possible to specify a particular scale percentage by entering a value directly in the scale box.
  • Page 45: Moving Pages

    Moving Pages Changes the order of pages. Check the contents of the pages in the Page View Area when moving the order of pages. Click the page you want to move to select it. Click From the menu, select Page Select Page.
  • Page 46 Copy a page NOTE Select the page you want to copy and then select Page Copy Page from the menu to make the copy. Move or copy by dragging If you drag a thumbnail icon within the page list, you can move the page. Also, if you hold the Ctrl button while dragging, you can make a copy of the page.
  • Page 47: Deleting Pages

    Deleting Pages Delete unnecessary pages. Click on the page you wish to delete to select it. Click From the menu, select Page Click Click The Document Viewer dialog box will appear. Click Click Delete Page. to delete the page.
  • Page 48: Page Adjustment

    Page Adjustment It is possible to adjust the images for each page, allowing you to straighten crooked images or enhance the blurry ones by making them sharper. From the Page menu, select Adjust Page to access the adjustment features. When adjusting pages, it is handy if you display the editing tool buttons by selecting Image Tool Bar from the Window menu.
  • Page 49 When using the toolbar To display the toolbar, select Image Tool Bar from the Window menu. Many of the page adjustment functions are very similar in their use. We will show you a detailed explanation of Correct Skew here as an example. Click the page you wish to adjust to select it.
  • Page 50: Creating Annotations

    Creating Annotations Attaches an annotation to an image and saves it. The important thing to remember about annotations is that they are handled separately from the original document. Adding an annotation is like placing a sheet of glass over a document and making the corrections on that sheet of glass. Both the original image and the corrections will be saved.
  • Page 51 Enter Text Open the page for which you want to add an annotation, and make a menu selection as shown below to enter text. From the menu, select Annotation Annotation Text. Click Click Drag the mouse cursor to define the text insertion area.
  • Page 52 Creating Annotations Change Text Properties You can change the appearance of the text by changing the text properties. They include the font, style, size, color and the position. No matter what kind of adjustment you will be making, you begin by clicking near the text to select the text insertion area, and then using the menu.
  • Page 53 Creating Annotations Drawing Shapes Here, we will try drawing an ellipse around the text. You can draw the shape by simply dragging the mouse cursor. This method of drawing can be used for rectangles, white blocks, black blocks, markers, and other shapes as well.
  • Page 54 Creating Annotations Applying Stamps When you want to add messages like "Checked" or "OK", it is quick and easy to use a predefined stamp. It is also possible to use files containing stamp images (such as personal seals) that you have created by yourself. Click the button in the toolbar.
  • Page 55 Creating Annotations Adding the date The following steps explain how to add the date to every page of a document. It can be set as a common footer (or header). Click the button in the toolbar. Click the Footer button. The footer frame will be displayed at the bottom of the page.
  • Page 56 Click the button in the toolbar. The footer frame will disappear and the date will appear on all of the pages in the document. The same steps can be used to add page numbers! NOTE The same steps are used to insert both the date and page numbers. Click the define the entry area.
  • Page 57: Menus Explanation

    Document Manager Menu Commands File menu New Folder... Shared Folder... Release Shared Folder Open... Save as... Rename Properties... Backup... Restore... Acquire Image... Select Source... Print... Print Setup... Launch To Another Application (Application name) External Application Setup... Trash Can Open Trash Can... Empty Trash Can Environment Setup...
  • Page 58 Menu Commands Arrange Document By Name By Type By Size By Date Auto Arrange Line Up Documents Refresh Document menu Open... Duplicate All Pages Current Page Rotate Rotate Left Rotate 180 Degrees Rotate Right Group Every Document Every Page Alternately Every Page Reverse Alternately UnGroup...
  • Page 59: Document Viewer

    Document Viewer Menu Commands File menu Open... Save Save as... All Pages Select Page... Specified Area Print... Print Setup... Acquire Image... Select Source Launch to another application (Application name) External Application Setup... Trash Can Open Trash Can... Empty Trash Can Exit Edit menu Undo...
  • Page 60 Menu Commands Move Page Next Page Previous Page Top Page Last Page Select Page... Delete Page... Copy Page Add Page Add page from file... Add page from TWAIN... Insert Page Insert page from file... Insert page from TWAIN... Replace Page Replace page from file...
  • Page 61 Menu Commands Full Page 100% 150% 200% Detailed Settings... Annotation menu Show Annotation Set Annotation Annotation Order Change Order to Top Change Order to Last Change Order to Previous Change Order to Next Create Annotation Text Line Rectangle Ellipse White Block Black Block Marker Label...
  • Page 62 TO LIABILITY FOR ANY DAMAGE, INCLUDING, BUT NOT LIMITED TO DIRECT, INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES OR LOSS OF PROFITS SUSTAINED BY THE CUSTOMER IN CONNECTION WITH THE USE OR APPLICATION OF THIS PANASONIC MACHINE. SEE YOUR DEALER FOR DETAILS OF DEALER’S WARRANTY.

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