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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.
What’s in the Box DocuMate 162 Scanner User’s Guide Welcome Your new Xerox DocuMate 162 scanner can quickly scan single-sided or double-sided stacks of paper and place their electronic images on your computer. Before starting the scanner assembly and software installation, please check the contents of the box to make sure that all parts are included.
Welcome The Xerox DocuMate 162 Scanner Paper Guides Status light Input Tray ADF cover release Control Panel Output tray Power switch Power jack Input tray—Holds documents in the scanner. Paper Guides—Adjust to fit the document width. ADF cover release—Opens the scanner door.
The following documentation is provided with your scanner: • Quick Install Guide—Abbreviated installation instructions. • Xerox DocuMate 162 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.
If you already have a scanner connected to your computer, it is recommended that you remove that scanner’s driver program prior to installing your Xerox DocuMate 162 scanner. If you previously had a Xerox or Visioneer desktop scanner you should uninstall that scanner driver before proceeding.
2. Open the ADF cover and carefully remove any foam particles that may have gotten inside it. 3. Align the tabs on the Input tray with the slots inside the scanner and slide the tray down into place. 4. Push the paper guide back until it snaps into place. Close the scanner cover.
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Installation 5. Insert the pins on each side of the output tray into the holes on the scanner. Flip open the extension on the output tray so it is fully extended. 6. Proceed to “Step 2: Install the Software.” DocuMate 162 Scanner User’s Guide...
Step 2: Install the Software DocuMate 162 Scanner User’s Guide All the software you need to use the scanner is on the installation disc. 1. Start Microsoft Windows and make sure no other applications are running. 2. Insert the installation disc into your computer's DVD-ROM drive.
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Installation 4. On the Main Menu, select Install Products. 5. Make sure the boxes for Nuance PaperPort are checked. 6. Click Install Now. ® and Scanner Driver DocuMate 162 Scanner User’s Guide...
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1. The Welcome to the One Touch 4.0 Setup Wizard Opens. 2. Click Next. 3. 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.
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TWAIN and ISIS—The TWAIN and ISIS drivers are installed and you can scan from within TWAIN and ISIS scanning applications. You will not be able to use the buttons on the scanner. • TWAIN Only—The TWAIN driver is installed and you can scan from TWAIN scanning applications only.
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Color Space setting. Select the option that looks best to you and click Next. The Color Space setting sets the gamma value for the scanner so scanned items look good on your monitor. 7. STOP when you see the “Complete the installation by connecting your hardware”...
Installation Step 3: Connect the Power Supply 1. Plug the power supply into the power port on the scanner. NOTE: Only use the power supply included with your scanner. Connecting any other type of power supply may damage your scanner, and will void its warranty.
Step 4: Connect the USB Cable and Turn on the Power DocuMate 162 Scanner User’s Guide The Xerox DocuMate 162 scanner connects to any available USB port. Check your computer’s manual for USB port locations. 1. Remove any protective tape from the USB cable.
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You can also click More to see a quick overview about accessing and navigating the One Touch Button Panel. The scanner’s status light is blue when the scanner and computer are communicating properly. 5. Click Close on the Installation Complete window to close and exit the software installer.
It uses an ISIS-certified driver for scanning and includes flexible job separation and barcode recognition. The Demo version lets you try the application. DocuMate 162 Scanner User’s Guide Your scanner includes free, additional applications as described in the following table.
3. When you’re finished, click Main Menu to return to the Main Menu window and click Exit. 4. Remove the installation disc and store it in a safe place. That’s it! Installation is finished and your Xerox DocuMate 162 scanner is ready to scan. DocuMate 162 Scanner User’s Guide...
After registration is complete you will receive an email message with your RegID. 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...
If you selected the recommended Full Install option for your scanner’s driver (see page 10), then you have several different scanning options with your Xerox DocuMate 162 scanner. Each method scans equally well, so use the one with appropriate options for the item you are scanning.
Loading Documents to Scan DocuMate 162 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 on your computer.
Scanning Scanning from One Touch The Default One Touch Settings One Touch is your main scanning interface for using the scanner. The One Touch functions on the scanner mirror the One Touch Button Panel on screen. Press the Function button...
Scan from the One Touch Scanner Buttons DocuMate 162 Scanner User’s Guide Pressing a scanner button scans the item and sends the image to the Destination Application associated with the selected function LED number. 1. Load the documents face down with the top of the pages inserted into the Automatic Document Feeder.
Scan from the One Touch Button Panel The One Touch Icon Scanning from the button panel on your computer’s screen works like pressing a button on the scanner. The scanner scans the item, then sends the image to the Destination Application indicated by the button’s icon.
DocuMate 162 Scanner User’s Guide The One Touch Button Panel is your on-screen set of controls for the scanner. Form the panel you can access the hardware settings for your scanner and configure the One Touch buttons. Click on the One Touch icon to open the panel.
4. Click on OK to save the changes. 5. Click on the button that you made the changes for. 6. The scanner starts scanning and sends the image to the application, with the file format and scanning configuration you specified.
This is the application that opens when you are finished scanning. DocuMate 162 Scanner User’s Guide The One Touch Properties window is where you can select new settings for the buttons. The button number in the upper-left corner of the One Touch Properties window corresponds to the 9 functions on the scanner.
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Click Edit or Delete to change or remove them. See the sections “Creating a New Scan Configuration” on page 27 and “Editing or Deleting Scan Configurations” on page 34. Grayscale Configure Before Scan DocuMate 162 Scanner User’s Guide...
Creating a New Scan Configuration DocuMate 162 Scanner User’s Guide OK/Cancel/Apply buttons—OK accepts any changes and closes the window. Apply accepts any changes but leaves the window open so you can continue making additional changes. Cancel closes the window without accepting any changes.
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It will now be in the list of Scan Configurations on the One Touch Properties window for the appropriate Destination Applications. If the configuration is locked, click the lock to unlock it. The icon becomes a key. DocuMate 162 Scanner User’s Guide...
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• AutoCrop to Original—Select this option to let the scanner automatically determine the size of the item being scanned. Always use the paper guides on the scanner so the page is not skewed. Skewed pages may not crop properly. •...
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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.
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The Advanced Settings Tab DocuMate 162 Scanner User’s Guide 1. Click the Advanced Settings tab. The options of the Advanced Settings tab are for the Color or Grayscale scanning mode. 2. Drag the sliders to the left and right to change the color settings. As you do, the image changes to show the effects of the new settings.
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Advanced—Click to see additional settings for the device. The dialog box that opens is specific to the device. For example, if the device is your printer, the dialog box is your printer’s setup settings. 2. Click OK or Apply. DocuMate 162 Scanner User’s Guide...
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The Storage Options Tab (Archive) DocuMate 162 Scanner User’s Guide A Storage Options tab is on the Scan Configurations dialog box when the Destination Application is Transfer to Storage. You use the options on this tab to select where to save your scanned items for storage when scanning with that particular Scan Configuration.
NOTE: Your scanner comes with a number of configurations pre-set at the factory. To ensure that your scanner will always have a set of correct scan configurations, do not delete the pre-set configurations. We also recommend that you keep those configurations locked so they are not inadvertently deleted.
Selecting Page Format Options Image Formats DocuMate 162 Scanner User’s Guide The format options that you select determines the file format of the scanned document. Appropriate format options and file types are available for the type of Destination Application selected for the button.
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Destination Application supports several file types, and you can right-click on the icon to choose the particular file type for that application. The selected text format; this example is for Microsoft Word Rich Text Format. DocuMate 162 Scanner User’s Guide...
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DocuMate 162 Scanner User’s Guide To select a file type for the text format: 1. Select the Destination Application. 2. Right-click on the text format icon. Example menu of the TEXT when the Destination Application is Microsoft Word. 3. Choose the file type that you want for the text format.
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. Type a new name for the button. 4. Click OK or Apply. The button is now renamed. DocuMate 162 Scanner User’s Guide...
Selecting Options for a Button DocuMate 162 Scanner User’s Guide The One Touch Options determine the types of Destination Applications available for a button, as well as additional options that apply to all of the scanning buttons. To select options: 1.
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• Folder Copy Options—Click the Browse button and select a folder to save the images. Select the grouping option for how you want the documents to be organized. DocuMate 162 Scanner User’s Guide...
Setting Destination Application Properties DocuMate 162 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.
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Show message if text recognition failed—A message will open on the screen if the OCR reader does not detect text in the image. 2. To add another application to the list, click the Add Application button. ® , and other DocuMate 162 Scanner User’s Guide...
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DocuMate 162 Scanner User’s Guide 3. Click Browse to find the application you want to add to the list. When you select the application using the Browse button, steps 1 and 2 on the dialog box are automatically filled in, and the application icon appears in step 3.
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Windows Vista, select the option Show message when ready to burn 5" CD (700MB), so you will see a message when it’s time to click the Burn to CD button. 4. Click OK on the Link Properties window. DocuMate 162 Scanner User’s Guide...
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DocuMate 162 Scanner User’s Guide eMail Properties These properties apply to email applications so you can specify the folder for documents that you will attach to an email message. 1. Click the Browse button for Folder for storing attachments and choose a folder for your email attachments.
WIA—The Windows Image Acquisition Interface (WIA) opens for you to make changes prior to scanning. See “Scanning with the WIA Interface” on page 65. 5. Select a Destination Application and File Format. 6. Click OK or Apply on the One Touch Properties window. DocuMate 162 Scanner User’s Guide...
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To Scan Using Configure Before Scan DocuMate 162 Scanner User’s Guide 1. Load the documents face down with their tops pointing into the scanner. 2. Click on the button you set to use the Configure Before Scan option. In the example shown on the previous page, the scanning option 9 has been set to use Configure Before Scan.
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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 162 Scanner User’s Guide...
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 162 scanner. The One Touch OmniPage Module was automatically installed when you installed your driver.
10. Now use the Adobe® Acrobat® features to find or edit the text you want. See the Adobe Acrobat user manual for more about finding text in a PDF file, or about editing PDF text. DocuMate 162 Scanner User’s Guide...
DocuMate 162 Scanner User’s Guide If you have a CD burner attached to your computer, you can scan directly from your scanner onto a CD. This feature is available only on computers running Windows XP or Windows Vista. 1. Open the One Touch Properties window.
A dialog box opens for you to select the application to use for scanning. 5. Select the application in the box and click OK. Now the application you selected opens and you can continue scanning using the application’s TWAIN interface. DocuMate 162 Scanner User’s Guide...
Creating an HTML Web Page from Your Scanned Documents DocuMate 162 Scanner User’s Guide You can convert scanned pages to HTML format for posting directly to your website. 1. Open the One Touch Properties window. 2. Select Microsoft Explorer as the Destination Application.
One Touch Link Properties window. Choose a text format to have the OCR process convert text to editable text before the scanned documents are stored in their archive location. DocuMate 162 Scanner User’s Guide...
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Scanning to Multiple Archive Folders DocuMate 162 Scanner User’s Guide When scanning to the Transfer to Storage destination, you can scan them to multiple folders. For example, one folder might be for “Business Receipts,” a second folder might be for “Personal Receipts,” and a third folder might be for “Annual Receipts.”...
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9. Click OK. The selected folder will now be set as the Storage Location, such as “Business Receipts”. 10. Click OK. 11. Repeat the process to create additional new configurations, such as “Personal Receipts.” Make sure to designate separate folders as the Storage Locations for the new configurations. DocuMate 162 Scanner User’s Guide...
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Storage destination, and each configuration scans documents to separate folders. 13. 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.
Xerox DocuMate 162 scanner. 3. 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 3 hours.
TWAIN interface is the same regardless of the software you use, you can still uses the instructions in this User’s Guide for scanning with your Xerox DocuMate 162 scanner. To access the TWAIN interface from other software, please refer to their user’s guides.
2. Use that application’s command to open the TWAIN interface. In PaperPort click on the toolbar Scan button then choose TWAIN: Xerox DocuMate 162 when prompted. Select Display scanner dialog box, then click on the Scan button in the scanning pane.
Scanning from the TWAIN Interface DocuMate 162 Scanner User’s Guide The TWAIN interface lists the scanning options available with your Xerox DocuMate 162 scanner. 1. Adjust the paper guides for the width of the pages you’re scanning. 2. Insert the documents face down with their tops into the scanner.
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5. When scanning is complete, click Done to close the TWAIN interface. The scanned images appear in the TWAIN software. This example shows a thumbnail image of a scanned page on the PaperPort desktop. The options on the Xerox DocuMate 162 TWAIN interface are: • Mode—Select a scanning mode: Black&White to scan in black and white.
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AutoScan on document insertion—AutoLaunch technology senses when an item is inserted into the paper feed and starts scanning immediately. If this option is not selected, the scanner waits for you to click the Scan button. Scanning with the TWAIN Interface The scanned item with the red filtered out.
Scanning with the TWAIN Interface Display the Device Configuration 1. Click the Xerox DocuMate 162 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”...
Accessories, and then click Paint. 2. From the File menu choose From Scanner or Camera. 3. The Scan using Xerox DocuMate 162 window opens. 4. Click the button most appropriate for the item you’re scanning. 5. Select a paper size from the Page Size list.
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If you preview when scanning a stack of documents, the first page of the stack feeds through the ADF for the preview. After adjusting the scanner settings, replace that page on the stack so it is scanned with the rest of the pages.
Fine Tuning Your Scans DocuMate 162 Scanner User’s Guide You can select new settings before you scan an item to fine tune exactly how you want to scan it. 1. On the scan window, click Adjust the quality of the scanned picture.
Xerox DocuMate 162 scanner. 3. The Scanner Selection dialog box will then open. 4. Select Xerox DocuMate 162 from the list of scanners and click OK. 5. Your scanner is now ready to work with QuickScan. DocuMate 162 Scanner User’s Guide...
This section contains information about maintenance, troubleshooting, uninstalling, scanner specifications, and spare parts. If your scanner stops scanning due to a paper jam in the Automatic Document Feeder, a warning opens after a few moments. 1. Open the Automatic Document Feeder cover.
You received a replacement pad in the original scanner box, and you can also order a new one. See the “Xerox DocuMate 162 Scanner Parts List” on page 78 for ordering information. To replace the ADF Pad assembly: 1.
DocuMate 162 Scanner User’s Guide After extended use, the roller may wear out and may need to be replaced. It is a user-replaceable part and can be ordered. See “Xerox DocuMate 162 Scanner Parts List” on page 78 for the part number.
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4. Gently press the roller to the right to free its left side. Then angle the roller to the front of the scanner until it is clear of the housing, and bring it out and away from the scanner body.
Did you plug the scanner into a USB hub? If you’re using a USB hub to connect the scanner, the hub must have its own power supply. If the hub does not have its own power supply, plug the scanner into a USB port on the computer.
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A driver for another scanner may be installed on your computer and it is interfering with the installation of your Xerox DocuMate 162 scanner. You may need to remove those other drivers and re-install your Xerox DocuMate 162 scanner.
Open the scanner and take off the input tray. Place the input tray back into the scanner and press it back until it snaps into place. See page 5 for instructions to install the tray.
Uninstalling the PaperPort and OmniPage Software To Install Another Driver To uninstall your DocuMate 162 scanner, remove the One Touch 4.0 software, PaperPort, and any other software provided with your scanner. 1. On the Windows taskbar, click Start, point to Settings, then click Control Panel.
Maintenance Xerox DocuMate 162 Scanner Parts List Please use the following part names and numbers when ordering replacements for your scanner. Part Name Input Tray Output Tray ADF Pad Roller Assembly USB Cable AC Power Cord Power Supply Buttons Label...
Your Xerox product and supplies have been designed and tested to meet strict safety requirements. These include safety agency evaluation and certification, and compliance with electromagnetic regulations and established environmental standards.
Section 3: Operational Safety Information Your Xerox equipment and supplies have been designed and tested to meet strict safety requirements. These include safety agency examination, approval, and compliance with established environmental standards. To ensure the continued safe operation of your Xerox equipment, follow...
If you are not sure whether or not an outlet is correctly grounded, consult an electrician. 5. Do not use an adapter to connect any Xerox equipment to an electrical outlet that lacks a ground connection terminal. 6. Do not place this equipment where people might step or trip on the power cable.
Section 7: Product Safety Certification If any of the following conditions occur, turn off the machine immediately and disconnect the power cable(s) from the electrical outlet(s). Contact an authorized Xerox Service Representative to correct the problem: • The equipment emits unusual odors or makes unusual noises.
England, Telephone +44 (0) 1707 353434 Xerox operates a worldwide equipment take back and reuse/recycle program. Contact your Xerox sales representative (1-800-ASK-XEROX) to determine whether this Xerox product is part of the program. For more information about Xerox environmental programs, visit: environment.html.
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Xerox ENERGY STAR equipment is preset at the factory. Your machine will be delivered with the timer for switching to Power Save Mode from the last copy/print out, set at 15 minutes. A more detailed description of this feature can be found in the Machine Setup Section of this guide.
Section 10: Illegal Copies DocuMate 162 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. 1. Obligations or Securities of the United States Government, such as:...
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9. Copyrighted material or trademarks of any manner or kind without the consent of the copyright or trademark owner. Dependency Status Previous military service DocuMate 162 Scanner User’s Guide...
Note: This list is not inclusive and no liability is assumed for either its completeness or accuracy. In case of doubt, contact your legal counsel. Contact Information For more information on Environment, Health, and Safety in relation to this Xerox product and supplies, please contact the following customer help lines: USA: 1-800-828-6571...
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3 Text Documents Properties 42 Text Editors 39 text file format 36 Text Formats 36 TIFF 35 Transfer to Storage 54 troubleshooting 73 TWAIN 46, 52 TWAIN standard 59 uninstall 76 USB port 13 DocuMate 162 Scanner User’s Guide...
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Index WIA 46, 65 Windows Image Acquisition 65 Word Document 37 xls file format 37 DocuMate 162 Scanner User’s Guide...
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Index DocuMate 162 Scanner User’s Guide...