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NUANCE PAGEKEEPER PRO 3 User Manual

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Summary of Contents for NUANCE PAGEKEEPER PRO 3

  • Page 1 PageKeeper ® User’s Manual...
  • Page 2 Caere Corporation 100 Cooper Court Los Gatos, California 95032-7603 USA Caere GmbH Innere Wiener Strasse 5 81667 München, Germany Caere UK Information Centre Abbey House 4 Abbey Orchard Street Westminster, London SW1P 2JJ Centre d’informations Caere 72, rue Baratte-Cholet 94100 Saint-Maur, France Please Note In order to use this application, you should know how to work in the Microsoft Windows environment.

  • Page 3: Table Of Contents

    Table of Contents Welcome Using This Manual ........................2 Getting Online Help......................3 Help Menu ........................3 Context-Sensitive Help....................3 Getting Product Support ......................4 Chapter 1 Installation and Setup Minimum System Requirements ..................6 If You Have a Previous Version of PageKeeper or Visioneer PaperPort Installed ..6 Installing PageKeeper ......................7 Setting Up Your Scanner with PageKeeper ..............8 Starting PageKeeper ......................9...
  • Page 4 Exercise 5: Find a Document ....................36 Chapter 4 Organizing and Working with Documents Adding Documents to PageKeeper .................40 Scanning Documents into PageKeeper ..............41 Scanning Documents Automatically with an ADF ..........43 Adding Existing Documents to PageKeeper ............44 Adding Documents Automatically with Folder Watch ........45 Adding Web Page Links to PageKeeper ..............47 Organizing Documents .....................49 Creating Folders ......................49...
  • Page 5 Chapter 6 Technical Information Troubleshooting Solutions ....................88 Solutions to Try First ....................88 Low Disk Space Problems ..................89 Low Memory Problems ....................89 Problems Connecting PageKeeper to Your Scanner ..........90 System Crash Occurs While Scanning ..............90 Converting Databases for Use in PageKeeper Pro ............91 PageKeeper Standard and Lite 3.0 Conversions .............93 PageKeeper 2.0 or 2.1 Conversions ................93 Visioneer PaperPort Conversions ................94...

  • Page 7: Welcome

    Welcome Welcome to PageKeeper, and thank you for using our software! The following documentation has been provided to help you learn about PageKeeper. This User’s Manual This manual introduces you to the basics of using PageKeeper. It includes installation and setup instructions, an introduction to the product, exercises for getting started, task-oriented instructions, and technical information.

  • Page 8: Using This Manual

    Using This Manual Using This Manual This manual is written with the assumption that you know how to work in the Windows environment. Please refer to your Windows documentation if you have questions about how to use dialog boxes, menu commands, scroll bars, drag and drop functionality, shortcut menus, and so on.

  • Page 9: Getting Online Help

    Getting Online Help Getting Online Help In addition to using this manual, you can use PageKeeper’s online Help to learn about features, settings, and procedures. Online Help is available after you install PageKeeper. Choose How to Use Help... in PageKeeper’s Help menu to get information on using Windows Help.

  • Page 10: Getting Product Support

    Getting Product Support Getting Product Support For the fastest and easiest way to get help, please look for solutions in this manual or in the online Help. See page 88 for troubleshooting tips. If you need additional help, please use the following resources. •...

  • Page 11: Chapter 1 Installation And Setup

    Chapter 1 Installation and Setup This chapter provides information on installing and starting PageKeeper. Please continue reading for information on these topics: • Minimum System Requirements • If You Have a Previous Version of PageKeeper or Visioneer PaperPort Installed • Installing PageKeeper •...

  • Page 12: Minimum System Requirements

    Minimum System Requirements Minimum System Requirements These are the minimum system requirements to install and run PageKeeper: • Computer with a Pentium or higher processor • Microsoft Windows 95, Windows 98, or Windows NT 4.0 • 16MB of memory (RAM) for Windows 95 32MB of memory for Windows 98 and Windows NT •...

  • Page 13: Installing Pagekeeper

    Installing PageKeeper must keep the database folder structure intact. You can safely uninstall your older version of PageKeeper without altering its database folder structure as long as you do not manually delete or move the database folders or their contents. Visioneer PaperPort If you have PaperPort Deluxe 4.0 or 5.1 - 5.3 installed, and you want to transfer your current database to PageKeeper Pro, you must keep the...

  • Page 14: Setting Up Your Scanner With Pagekeeper

    Setting Up Your Scanner with PageKeeper Setting Up Your Scanner with PageKeeper Caere Scan Manager is installed during PageKeeper installation. This sets up your scanner (or another input device such as a digital camera) so you can use it with PageKeeper. During installation, Caere Scan Manager prompts you to select your scanner manufacturer and model or other input device.

  • Page 15: Starting Pagekeeper

    Starting PageKeeper The list contains all the scanners and other input devices (such as digital cameras) that are set up in Caere Scan Manager. Click OK after making your selection. The selected scanner or other input device will be used in PageKeeper until you change it again.

  • Page 16: Registering Pagekeeper

    Registering PageKeeper Registering PageKeeper Register your copy of PageKeeper with Caere Corporation to receive access to product support, notification of special offers, and the best prices on product upgrades. Some versions of PageKeeper will only launch 25 times if you do not register.

  • Page 17: Chapter 2 Introduction To

    Chapter 2 Introduction to PageKeeper PageKeeper helps you easily organize, find, and use documents on your computer. You can get paper documents off your desk by scanning them into PageKeeper. You can also keep track of other computer documents, such as word-processing files, spreadsheet files, and Web pages, by adding them to PageKeeper’s folder system.

  • Page 18: Pagekeeper Features

    PageKeeper Features PageKeeper Features PageKeeper is designed to help you easily organize, find, and use all the documents on your computer. This section provides an overview of PageKeeper’s major features. Scanning and Managing Paper Documents Scan paper documents directly into PageKeeper and organize their electronic images in PageKeeper’s folder system.
  • Page 19 PageKeeper Features Automatically Organizing Documents with Smart Folders Set up Smart Folders to have PageKeeper file your documents automatically according to specified criteria. This allows you to avoid spending time filing documents manually. See “Automatically Organizing Documents” on page 56 for more information. Finding Documents with Advanced Searching Technology Quickly retrieve your documents based on the information you are seeking.

  • Page 20: Pagekeeper User Interface

    PageKeeper User Interface Opening Documents Directly from PageKeeper Open documents for editing in their own applications, open documents in other applications by converting them to different file types, and open live Web pages. See “Opening Documents” on page 65 for more information.

  • Page 21: Pagekeeper View

    PageKeeper User Interface PageKeeper View PageKeeper View allows you to view the contents of documents without having to open their own applications. ® In PageKeeper View, you can annotate documents with Post-it Notes, add color highlights, and draw lines and scribbles to mark up your documents.

  • Page 22: Pagekeeper Find

    PageKeeper User Interface PageKeeper Find PageKeeper Find allows you to search for documents based on the criteria that you specify. Click each tab to view and select different search options. Please see “Finding Documents” on page 69 for more information. PK Scan Button The PK Scan button is one way that you can scan paper documents into PageKeeper.

  • Page 23: Selecting Pagekeeper Settings

    Selecting PageKeeper Settings Selecting PageKeeper Settings You can select settings for PageKeeper in the Options dialog box. To open this dialog box, click the Options button in the Standard toolbar or choose Options... in the Tools menu. Click each tab to To get information view and select about a particular...

  • Page 24: General Settings

    Selecting PageKeeper Settings General Settings Click the General tab in the Options dialog box to select preferences for working in PageKeeper. Select how you want documents to be opened when you double-click them. Select options for removing and renaming documents. Scanner Settings Click the Scanner tab in the Options dialog box to select settings for scanning documents into PageKeeper.

  • Page 25: Ocr Language Settings

    Selecting PageKeeper Settings OCR Language Settings Click the OCR Language tab in the Options dialog box to select language settings for OCR (optical character recognition). OCR is the technology that allows text information to be extracted from images. Select the main language in the document you are scanning or adding.

  • Page 26: Folder Watch Settings

    Selecting PageKeeper Settings Folder Watch Settings Click the Folder Watch tab in the Options dialog box to specify folders on your hard drive and network drives that you want PageKeeper to watch for incoming documents. Detected documents will be automatically added to PageKeeper’s default folder.

  • Page 27: Chapter 3 Getting Started Exercises

    Chapter 3 Getting Started Exercises This chapter includes the following exercises to help familiarize you with PageKeeper: • Getting Started • Exercise 1: Add a Document to PageKeeper • Exercise 2: Work with Folders • Exercise 3: Work in PageKeeper View •...

  • Page 28: Getting Started

    Getting Started Getting Started All of the exercises in this chapter are started from the PageKeeper desktop, which appears when you start PageKeeper. To start PageKeeper, click Start in the Windows taskbar and choose Programs Caere Applications PageKeeper Pro. Or, double-click the PageKeeper Pro icon on the Windows desktop.

  • Page 29: Exercise 1: Add A Document To Pagekeeper

    Exercise 1: Add a Document to PageKeeper Exercise 1: Add a Document to PageKeeper PageKeeper keeps track of any document that you add to its folder system. Follow these instructions to add a document to PageKeeper. Click the Sample folder on the left area of the PageKeeper desktop to open it.
  • Page 30 Exercise 1: Add a Document to PageKeeper Click the PageKeeper View button in the Action toolbar. The document is displayed in PageKeeper View. Choose Exit in the File menu to close PageKeeper View. You can set up a Folder Watch in PageKeeper so that it monitors selected folders on your computer’s hard drive and network drives.

  • Page 31: Exercise 2: Work With Folders

    Exercise 2: Work with Folders Exercise 2: Work with Folders You can create folders to organize documents on the PageKeeper desktop. You can also set up special Smart Folders that file documents automatically. This section contains three exercises that will familiarize you with folders in PageKeeper.
  • Page 32 Exercise 2: Work with Folders 2b: Move Documents into a Folder Follow these instructions to move the sample documents into the Fresh Fruit folder you created in exercise 2a. Click the Sample folder on the left area of the PageKeeper desktop to open it.
  • Page 33 Exercise 2: Work with Folders Choose Paste in the Edit menu. The selected documents are placed in the Fresh Fruit folder. For more information on organizing documents in PageKeeper, see page 49. Getting Started Exercises...
  • Page 34 Exercise 2: Work with Folders 2c: Create a Smart Folder Smart Folders automatically file documents based on criteria that you specify. Follow these instructions to create a Smart Folder that will file documents based on their content. Click the My Folders folder on the left area of the PageKeeper desktop to open it.
  • Page 35 Exercise 2: Work with Folders Click Save Smart Folder. A Smart Folder icon appears with its default name highlighted. Type Oranges to replace the folder name and then press the Enter key. Double-click the Oranges folder to open it. The Smart Folder should contain the Fruit Report, Fruit Online, Sales Forecast, and Sales Memo documents.

  • Page 36: Exercise 3: Work In Pagekeeper View

    Exercise 3: Work in PageKeeper View Exercise 3: Work in PageKeeper View PageKeeper View allows you to preview documents, add annotations to them, and copy their content. This section contains three exercises that will familiarize you with PageKeeper View. 3a: Open a Document in PageKeeper View Follow these instructions to open a document in PageKeeper View.
  • Page 37 Exercise 3: Work in PageKeeper View 3b: Add a Post-it Note to a Document ® ® Follow these instructions to add a Post-it Note to a document in PageKeeper View. Open the Fresh Fruit folder. Select the document named Fruit Report. Click the PageKeeper View button in the Action toolbar.
  • Page 38 Exercise 3: Work in PageKeeper View Double-click the text icon to open the Post-it ® Note. ® Post-it Note ® Click outside the Post-it Note box to close it again. 10 Choose Exit in the File menu to close PageKeeper View. Chapter 3...
  • Page 39 Exercise 3: Work in PageKeeper View 3c: Copy Text to the Clipboard Follow these instructions to copy text information from a document to the Clipboard. The Fruit Report document is a scanned image that normally would not be editable in a text-editing application such as Microsoft Word. This exercise illustrates how PageKeeper’s OCR technology can produce editable text from image documents.

  • Page 40: Exercise 4: Work With A Clipped Group

    Exercise 4: Work with a Clipped Group Exercise 4: Work with a Clipped Group A clipped group is a collection of individual documents that have been associated together in PageKeeper. This section contains three exercises that will familiarize you with clipped groups. 4a: Clip Documents Together Open the Fresh Fruit folder you created in exercise 2a.
  • Page 41 Exercise 4: Work with a Clipped Group 4b: Open a Clipped Group in PageKeeper View Open the Fresh Fruit folder. Double-click the clipped group named Fruits & Labor that you created in exercise 4a. The clipped group opens in PageKeeper View. Click the thumbnail of the document you want to display.

  • Page 42: Exercise 5: Find A Document

    Exercise 5: Find a Document Exercise 5: Find a Document PageKeeper can find any document that has been added to it, regardless of the document’s type. Your search can be as simple as looking for a word in the content of documents or searching for a document name. Or, you can perform sophisticated searches by specifying multiple attributes to find.
  • Page 43 Exercise 5: Find a Document Select Fruit Report in the list of search results, and choose Open in PageKeeper View in the File menu. The document opens in PageKeeper View. The first occurrence of the search word is highlighted in the document. Choose Go to Next Search Word in the Edit menu to locate the next occurrence of the search word in the document.
  • Page 44 Exercise 5: Find a Document Chapter 3...

  • Page 45: Chapter 4 Organizing And Working With Documents

    Chapter 4 Organizing and Working with Documents This chapter describes how to organize and work with documents in PageKeeper. Please continue reading for information on these topics: • Adding Documents to PageKeeper • Organizing Documents • Automatically Organizing Documents • Viewing Documents •...

  • Page 46: Adding Documents To Pagekeeper

    Adding Documents to PageKeeper Adding Documents to PageKeeper PageKeeper is designed to help you organize, retrieve, and use any document on your computer. To do this, PageKeeper adds documents to its own folder system. You can scan paper documents into PageKeeper’s folder system and add existing computer documents such as word-processing files, spreadsheet files, and Web pages.

  • Page 47: Scanning Documents Into Pagekeeper

    Adding Documents to PageKeeper Scanning Documents into PageKeeper You can scan paper documents directly into a folder on the PageKeeper desktop. Or, you can use the PK Scan button to scan documents into PageKeeper’s default folder. When you scan a document into PageKeeper, the document is saved as an image file to a default location on your computer.
  • Page 48 Adding Documents to PageKeeper Click the Scan button to begin scanning. By default, you will see a preview of your scanned image before it is added to PageKeeper. Click this to save any modifications and add the image. Enter a disk location and file name for saving Click this to cancel the image file if you do...

  • Page 49: Scanning Documents Automatically With An Adf

    Adding Documents to PageKeeper Click the Options button if you want to open the Options dialog box and select settings. If you selected Custom in step 3, use the Options dialog box to customize scanner settings for your document. Click the Scan button to start scanning. By default, you will see a preview of your scanned image before it is added to PageKeeper.

  • Page 50: Adding Existing Documents To Pagekeeper

    Adding Documents to PageKeeper Place one or more pages in your scanner’s ADF. PageKeeper starts scanning as soon as the pages are detected. The scanned document is added to PageKeeper’s default folder. When the Auto-detect pages in ADF option is selected and the PK Scan button is open, PageKeeper takes control over your scanner.

  • Page 51: Adding Documents Automatically With Folder Watch

    Adding Documents to PageKeeper Select the document files you want to add. Ctrl-click to select more than one document in a folder. Click Add. Thumbnails representing the selected documents are added to the currently open folder. Shortcuts for Adding Documents: •...
  • Page 52 Adding Documents to PageKeeper To set up Folder Watch for adding documents: Choose Options in the Tools menu and click the Folder Watch tab. Or, click the Folder Watch button in the Standard toolbar. Click this to browse for and select the folders you want PageKeeper...

  • Page 53: Adding Web Page Links To Pagekeeper

    Adding Documents to PageKeeper Click OK after you have selected the folders you want PageKeeper to watch. The folders that PageKeeper will watch are added to the list in the Folder Watch tab. In this example, PageKeeper is set up to watch the My If you decide Documents folder on the C drive.
  • Page 54 Adding Documents to PageKeeper To add Web pages to PageKeeper: Make sure your computer is currently connected to the Web. Open the PageKeeper folder where you want to add the document. Choose New Document from Web in the File menu. Or, click the New Document from Web button in the Action toolbar.

  • Page 55: Organizing Documents

    Organizing Documents Type the new Web page address in the Web address edit box. You can also copy and paste the address into the edit box. Click OK. PageKeeper changes its link to the updated Web address. Organizing Documents Once documents are added to PageKeeper, you can organize them into folders and clipped groups.

  • Page 56: Clipping Documents Together

    Organizing Documents Choose New Folder in the File menu. Or, click the New Folder button in the Standard toolbar. The new folder appears with its default name highlighted. Type in a new name for the folder if desired. To open a folder, do one of the following: •...
  • Page 57 Organizing Documents Choose Clip Documents Together in the Tools menu. Or, click the Clip Documents Together button in the Standard toolbar. The new clipped group appears with its default name highlighted. The first page of the first document is displayed in the clipped group’s thumbnail.
  • Page 58 Organizing Documents To reorder documents in a clipped group: Double-click the clipped group to open it in PageKeeper View. Click the thumbnail of the document you want to move and drag it above or below another document in the group. Drag the thumbnail to the desired position.

  • Page 59: Rearranging Items

    Organizing Documents Rearranging Items You can rearrange documents, folders, and clipped groups in different PageKeeper folders by copying or moving them. Copying a folder in PageKeeper is similar to copying a folder in Windows Explorer. The selected folder and all its contents are copied. The copied folder becomes an independent entity when pasted elsewhere.

  • Page 60: Renaming Items

    Organizing Documents You can also move items by dragging them into other folders. To make copies of items, press the Ctrl key as you drag them. Renaming Items You can rename folders, documents, and clipped groups in PageKeeper. When you rename a document in PageKeeper, by default, the actual physical document is renamed as well.
  • Page 61 Organizing Documents To remove one occurrence of an item from PageKeeper: Select the item on the PageKeeper desktop. If you select a folder to remove, all the items within the folder are also removed. Do one of the following: • Press the Delete key. •...

  • Page 62: Automatically Organizing Documents

    Automatically Organizing Documents Automatically Organizing Documents PageKeeper Smart Folders automatically file documents based on criteria you specify. You can set up Smart Folders that automatically file documents based on their names, content, document type, and other document properties. Smart Folders use the same advanced search technology that PageKeeper Find uses.
  • Page 63 Automatically Organizing Documents Specify the desired criteria for the Smart Folder in the Content, Properties, and Image tabs. The options in these tabs are identical to the ones in PageKeeper Find. Please see “PageKeeper Find Options” on page 82 for detailed information on those options. Click the Smart Folder tab and select the desired options for the Smart Folder.
  • Page 64 Automatically Organizing Documents To make an existing PageKeeper folder into a Smart folder: Select the PageKeeper folder that you want to make into a Smart Folder. Choose Properties in the File menu. Select this to make your folder into a Smart Folder. Select Make this a Smart Folder in the General tab.
  • Page 65 Automatically Organizing Documents To modify a Smart folder: Select the Smart Folder you want to modify. Choose Modify Smart Folder in the Edit menu. The Modify Smart Folder dialog box appears. The currently specified criteria are listed on the right side of the dialog box. Double-click an item that you want to...

  • Page 66: Viewing Documents

    Viewing Documents Viewing Documents PageKeeper View allows you to look at the contents of documents without having to open their own applications. When documents are open in PageKeeper View, you can add annotations to them, copy their content to the Clipboard, and open them in other applications. Annotation toolbar You can add...
  • Page 67 Viewing Documents To find text in a document in PageKeeper View: Choose Find… in the Edit menu. Or, click the Find Text button in the Standard toolbar. The Find dialog box appears. Enter the exact text you want to find. The search is not case-sensitive, so you will get the same results using uppercase or lowercase letters.

  • Page 68: Annotating Documents

    Annotating Documents • When you copy an area of an image that does not have background OCR information, you can only paste the contents into applications that support graphics. Annotating Documents You can mark up documents in PageKeeper View using the following types of annotations: ®...
  • Page 69 Annotating Documents Click outside of the text box when you are done. ® A yellow text icon represents the Post-it Note. Double-click ® the icon to open the Post-it Note. Click outside the open Post- ® Note to close it again. ®...
  • Page 70 Annotating Documents To select options for highlight, line, and scribble annotations: Click the Annotation Options button in the Annotation toolbar. The Annotation Options dialog box appears. Click the Highlight Options, Line Options, and Scribble Options tabs to make selections for those annotation tools. Click OK when you are done selecting options.

  • Page 71: Opening Documents

    Opening Documents Opening Documents You can open documents directly from PageKeeper in a variety of ways, including: • Opening Documents in Their Own Applications • Opening Documents in Other Applications • Opening Web Pages Opening Documents in Their Own Applications You can open a document in its original application (the one in which it was created) directly from PageKeeper.

  • Page 72: Opening Documents In Other Applications

    Opening Documents To open a Web page from PageKeeper: Make sure your computer is currently connected to the Web. Select the Web page you want to open in PageKeeper. Choose Open in the File menu. Or, click the button representing your Web browser on the Application toolbar.

  • Page 73: Printing, Faxing, And Mailing Documents

    Printing, Faxing, and Mailing Documents Printing, Faxing, and Mailing Documents You can print, mail, and fax documents from PageKeeper if you have the appropriate applications set up on your computer. To print documents from PageKeeper, you need a printer and an appropriate print driver.
  • Page 74 Printing, Faxing, and Mailing Documents To fax a document: Make sure the correct fax driver is selected for faxing. To check that the correct fax driver is selected, right-click over the Send Fax button in the Application toolbar and choose Properties...

  • Page 75: Chapter 5 Finding Documents

    Chapter 5 Finding Documents This chapter describes how to find documents on your computer using PageKeeper’s powerful search technology. PageKeeper indexes information so it can quickly and easily retrieve the documents you are seeking. Finding documents can be as simple as typing in a word and clicking a button.

  • Page 76: Starting A Search

    Starting a Search Starting a Search PageKeeper can find any document that has been added to it, regardless of the document’s type. Your search can be as simple as looking for a word in the content of documents or searching for a document name. Or, you can perform sophisticated searches by specifying multiple attributes to find.
  • Page 77 Starting a Search When you open PageKeeper Find from the PageKeeper desktop, the Look in folder will be set to whatever folder was open at the time. Specify the desired criteria in the Content, Properties, Image, and Look in tabs. See “PageKeeper Find Options”...

  • Page 78: Search Tips

    Search Tips Click New Search if you want to start a brand new search. All the current criteria will be cleared from the tabs so you can enter new criteria. Search Tips This section contains search tips that may be helpful when you are using PageKeeper Find.

  • Page 79: Searching Within Search Results

    Search Tips Searching Within Search Results If PageKeeper retrieves a lot of documents and you want to focus another search within those documents, select Search only within these documents above the results list. Modify your criteria as desired and then click Find Now.

  • Page 80: Specifying Multiple Criteria For Your Search

    Specifying Multiple Criteria for Your Search Specifying Multiple Criteria for Your Search You can specify multiple criteria for your search using the various PageKeeper Find tabs and then click Find Now to start your search. However, if you want to enter multiple criteria from the same tab, you must use the Add Criteria button.
  • Page 81 Specifying Multiple Criteria for Your Search Click Add Criteria. The PageKeeper Find window expands to display a tree view of all the criteria you have entered so far. All PageKeeper Find tabs are cleared so you can enter additional criteria. The PageKeeper Find tabs are Search...

  • Page 82: Modifying Search Criteria

    Modifying Search Criteria Modifying Search Criteria You can modify the search criteria that you have entered in PageKeeper Find any time before you start your search. If you have not clicked the Add Criteria button, then the existing search criteria can be altered directly in the tabs.

  • Page 83: Changing The Search Conditions

    Changing the Search Conditions Repeat steps 2 and 3 to modify other criteria as desired. Click Find Now when you are ready to start your search. To delete search criteria from the criteria tree: Click Show Criteria... if PageKeeper Find is not already expanded to show the criteria tree.
  • Page 84 Changing the Search Conditions By default, all search criteria is entered under the should condition. You must expand PageKeeper Find to show its criteria tree if you want to change the default search operator or the search operator for specific criteria.
  • Page 85 Changing the Search Conditions To change the search operator for specific criteria: Click Show Criteria... if PageKeeper Find is not already expanded to show the criteria tree. The PageKeeper Find window expands to display a tree view of all the criteria you have entered so far. Drag an item under the desired...

  • Page 86: Saving Search Criteria

    Saving Search Criteria Saving Search Criteria You can save search criteria that you have specified in PageKeeper Find in a search file. This allows you to use the same criteria for future searches without having to specify it all over again. You can also save the criteria you have specified to a Smart Folder, which will reside on the PageKeeper desktop and automatically file documents that fit that criteria.
  • Page 87 Saving Search Criteria The Open dialog box appears. Locate and select the search file (*.srh) you want to open. Click Open. The search file opens and loads its search criteria into PageKeeper Find. To save search criteria to a Smart Folder: Open PageKeeper Find and specify the desired criteria.

  • Page 88: Pagekeeper Find Options

    PageKeeper Find Options PageKeeper Find Options This section describes the search options you can select in each PageKeeper Find tab, including: • Content Tab • Properties Tab • Image Tab • Look in Tab By default, all search criteria are entered under a should search condition. This means that PageKeeper will retrieve documents that contain the specified criteria, but will not require that criteria if other criteria are satisfied.
  • Page 89 PageKeeper Find Options Stopwords are insignificant words such as and or the. PageKeeper ignores stopwords during a search, so try to use words that are more descriptive about the information you are seeking. For other tips on entering text, see “Entering Search Text” on page 72. Treat text as a phrase Select Treat text as a phrase if you want to require that all search words be found in their exact order.

  • Page 90: Properties Tab

    PageKeeper Find Options Look for words in Select the areas within which you want PageKeeper to search for text. All ® ® text includes document content, Post-it Notes, and keywords. Post-it Notes are text annotations you can attach to documents in PageKeeper View.

  • Page 91: Image Tab

    PageKeeper Find Options If you do not know the exact document name, use an asterisk (*) as a wildcard. For example, you could enter Dave* to find a document named Dave’s Resume. Document type Select the file type of the document you want to find in the drop-down list.

  • Page 92: Look In Tab

    PageKeeper Find Options Image size Select the size (dimensions) of the image document you want to find in the drop-down list. Select Custom size in the list if you want to enter a non-standard image size. Image resolution Select the resolution (dpi) of an image document you want to find by selecting a condition in the drop-down list and then entering the number that you want to use for comparison.

  • Page 93: Chapter 6 Technical Information

    Chapter 6 Technical Information This chapter provides troubleshooting tips and other technical information about using PageKeeper. Please also read the PageKeeper Pro Readme file, which contains the latest information on PageKeeper. To open this file, click Start in the Windows taskbar and choose Programs Caere Applications Caere...

  • Page 94: Troubleshooting Solutions

    Troubleshooting Solutions Troubleshooting Solutions Although PageKeeper is designed to be easy to use, problems may sometimes occur. Many of the on-screen error messages contain self- explanatory descriptions of what to do — check connections, close other applications to free up memory, and so on. Sometimes that is all the troubleshooting help you will need.

  • Page 95: Low Disk Space Problems

    Troubleshooting Solutions • Uninstall and reinstall PageKeeper and Caere Scan Manager. See “Uninstalling PageKeeper” on page 104 for instructions. Low Disk Space Problems Problems may occur if your system runs low on free disk space. Try these solutions for low disk space problems: •...

  • Page 96: Problems Connecting Pagekeeper To Your Scanner

    Troubleshooting Solutions Problems Connecting PageKeeper to Your Scanner Try these solutions if you cannot get your scanner to work with PageKeeper. • Make sure the scanner is supported by PageKeeper with your version of Windows 95, Windows 98, or Windows NT. •...

  • Page 97: Converting Databases For Use In Pagekeeper Pro

    • Check with the scanner manufacturer to make sure you have the correct driver for your scanner. Converting Databases for Use in PageKeeper Pro PageKeeper Pro 3.0 can convert document databases from these applications: • PageKeeper Standard 3.0 and PageKeeper Lite 3.0 •...
  • Page 98 Converting Databases for Use in PageKeeper Pro To convert a database for use in PageKeeper Pro: Open PageKeeper Pro. Choose Convert... in the File menu. The Convert to PageKeeper Pro dialog box appears. PageKeeper identifies the databases that it has found on your system and makes them available for conversion.

  • Page 99: Pagekeeper Standard And Lite 3.0 Conversions

    Converting Databases for Use in PageKeeper Pro PageKeeper Standard and Lite 3.0 Conversions Please read this section before converting a PageKeeper Standard or Lite database to PageKeeper Pro. When you are ready to start conversion, see page 92 for instructions. Important information: •...

  • Page 100: Visioneer Paperport Conversions

    Converting Databases for Use in PageKeeper Pro Expected results after PageKeeper 2.x conversions: • A folder named PageKeeper 2.x Conversion is created on the PageKeeper Pro desktop. All of the documents from your PageKeeper 2.x database are added to this folder with their original PageKeeper names.

  • Page 101: Keeping Track Of Document Changes

    Keeping Track of Document Changes Expected Results after PaperPort conversions: • A folder named PaperPort Conversion is created on the PageKeeper Pro desktop. All of your PaperPort folders are added to this folder in their original folder structure. Document links remain in their original folder locations.

  • Page 102: Performing Background Ocr On Images

    Performing Background OCR on Images Performing Background OCR on Images An image, such as a scanned paper document, does not have editable text characters — it is only a picture. However, PageKeeper’s optical character recognition (OCR) technology can produce editable and searchable text information from images.

  • Page 103: Improving Ocr Accuracy

    Performing Background OCR on Images Improving OCR Accuracy High OCR accuracy enhances your results when searching for images in PageKeeper. The following are ways to increase OCR accuracy. Select Settings for Higher Accuracy Select a grayscale or color scan mode in PageKeeper’s Scanner settings if you are scanning poor-quality pages, pages with very small type, or pages with text on colored or shaded backgrounds.

  • Page 104: Sending Documents From Pagekeeper

    Sending Documents from PageKeeper Sending Documents from PageKeeper If you send documents as mail attachments or to a floppy disk from PageKeeper, you are prompted to make one of the following choices: • Send the document alone • Send the document along with PageKeeper information such as annotations If you send a document with PageKeeper information, a PK Send File (*.stp) is created.

  • Page 105: Customizing The Application Toolbar

    Customizing the Application Toolbar Customizing the Application Toolbar On first launch, PageKeeper looks for the major applications installed on your computer and adds buttons for them to the Application toolbar. You can customize the toolbar by adding applications, deleting applications, and modifying the application properties. Send Print Send...
  • Page 106 Customizing the Application Toolbar Make selections on the screen and click Next. The next screen appears. Select the specific files types that the application can open. This list is based on the document types you selected in the previous screen. Make selections on the screen and click Next.

  • Page 107: Document Thumbnails

    Document Thumbnails Document Thumbnails The following are examples of thumbnails you may see in PageKeeper. Thumbnail Description PageKeeper is in the process of adding a document. The document was added successfully and is fully supported by PageKeeper. (Thumbnails of fully- supported documents will look like the first page of the documents.

  • Page 108: Checking Pagekeeper Jobs

    Checking PageKeeper Jobs Checking PageKeeper Jobs When you scan or add documents to PageKeeper, they are put into a processing queue. This queue is managed by the PageKeeper Jobs application, which runs in the background. You normally do not need to display PageKeeper Jobs. However, you may want to check on the status of jobs if you are adding many documents at once or if you are experiencing problems.
  • Page 109 Checking PageKeeper Jobs You can restart PageKeeper Jobs in the following ways: • Click Start in the Windows taskbar and choose Programs StartUp PageKeeper Jobs. • Restart your computer. • Scan or add a document to PageKeeper. To cancel a job: Display PageKeeper Jobs.

  • Page 110: Uninstalling Pagekeeper

    Uninstalling PageKeeper Uninstalling PageKeeper Sometimes uninstalling and then reinstalling PageKeeper and Caere Scan Manager will solve a problem. To uninstall from Windows NT, you must be logged in with administrator privileges. To uninstall PageKeeper: Exit PageKeeper. Click Start in the Windows taskbar and choose Settings Control Panel.
  • Page 111 Uninstalling PageKeeper If you are going to delete PageKeeper’s installation folder and subfolders, make sure the folders do not contain any documents you want to keep. Move documents you want to keep to another folder location first. To uninstall Caere Scan Manager: Exit PageKeeper.
  • Page 112 Chapter 6...
  • Page 113 Index Numerics Automatically adding documents about Caere Scan Manager 8 3M’ Post-it® Software Notes problems with 90 see Post-it® Notes Automatically organizing Content searching 82 documents 56 Content searching, tips for 72 Conventions in this manual 2 Accuracy of OCR 97 Converting databases 91 Adding documents to PageKeeper Background text (OCR) 96...
  • Page 114 PageKeeper Standard or Lite Drawing renaming 54 conversions 93 highlight annotations 63 sample exercises 25 PaperPort conversions 94 line annotations 63 Fuzzy searching 83 pkdatapath folder 104 scribble annotations 63 Deinstalling the software 104 General settings 18 Deleting Editable text in images 96 Getting editable text from images 96 annotations 64 Editing documents 65...
  • Page 115 see OCR PK Scan button 16 Launching PageKeeper 9 Options PK Send Files 98 Line annotations 63 for annotations 64 Post-it® Notes Links to source documents 44 Options dialog box 17 adding to documents 62 Loading presaved search criteria 80 Options for PageKeeper Find 82 finding in PageKeeper View 61 Locating search words in...
  • Page 116 with an ADF 43 Selecting settings 17 Treat text as a phrase 83 with the PK Scan button 42 Sending mail 67 Troubleshooting Scribble annotations 63 Sending mail from PageKeeper 68 general solutions 88 Search conditions Setting up Folder Watch 46 low disk space problems 89 changing for specific criteria 79 Settings 17 to 20...
  • Page 117 Windows NT and virtual memory 89 memory requirement for 6 Word matching 83 Word-processing documents, adding to PageKeeper 44 Words or phrases, entering 82 World Wide Web see Web...
  • Page 118 Index...

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