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Xerox Scan to PC Desktop Professional Orientation Manual

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Scan to PC Desktop Professional
Scan to PC Desktop Professional
Maximizing Your Productivity with Scanning and
Your Xerox WorkCentre Pro Multifunction Device
• Scanning to the Desktop
• Scanning to the Desktop - Settings
• Introducing the PaperPort Desktop
• Splitting Desktop and Viewing Page Thumbnails
• Working with Documents from Any Folder
• Working with ePaper on the Desktop
•Combining Documents on the Desktop
Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide
Workgroup Edition v8
Workgroup Edition v8
Orientation Guide
Orientation Guide
Training Topics:
• Creating PDF Files
• Creating Secure PDF Files
• Creating Text Searchable PDF Files
• PDF Editing
• Managing Documents at the Desktop
• Linking to Additional Applications
• Repurposing Documents - OCR
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Table of Contents
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  Summary of Contents for Xerox Scan to PC Desktop Professional

  • Page 1 • Managing Documents at the Desktop • Working with ePaper on the Desktop • Linking to Additional Applications •Combining Documents on the Desktop • Repurposing Documents - OCR Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 2: Advanced Topics

    • Paper to Digital Forms Conversion • PDF Batch Conversion *Advanced Topics will not be covered in Nuance’ s web-based Scan to PC Desktop End User Training Sessions unless specifically requested. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 3 PC and save it onto the PaperPort Desktop. The PaperPort Desktop will be open and your scanned image will be on the PaperPort Desktop with a red box around it. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 4 • Browse to the folder where Image Retriever should deliver your scanned files. • Select “ Run PaperPort in a Window” when documents are retrieved. • Select OK to close the window. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 5 It displays your documents, as well as the tools you can use to manage them. PaperPort offers all the tools necessary to organize, find, and use documents, images, and PDF files. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 6 • Folders can be color coded to aid in organization by selecting the folder in the Folder Pane, right click on the mouse and selecting Properties from the drop- down menu. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 7 You can use this pane for reordering pages in a multi-page document with drag and drop, inserting pages, deleting pages, copying pages, and cutting pages. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 8 Page View or by selecting Annotation from the Menu Bar. 3. To save the annotations with your image, just select the Desktop icon and select Yes to save the annotations. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 9 “ Combine Items into PDF” . A copy of each of the selected files will be combined into one multipage PDF file and the PDF file will be saved on the PaperPort Desktop. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 10: Creating Pdf Files

    5. If you choose to save the PDF file back to a PaperPort folder, this new PDF file can then be stacked with any of your existing PDF images to create a new document. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 11 Click on the “ PDF Settings” tab, and click on the “ Advanced” button next to the Security drop-down menu to access the security controls for that document. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 12 Click Open. Use the tools in the Organizer Toolbar to edit the PDF file. Click File > Save to save the changes to the PDF file. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 13 10. Double click on the file from the search results list and you will be taken to the thumbnail view of that file on your PaperPort Desktop. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 14 Desktop As” from the Form menu. Name the form and click on OK. 5. You will see that a filled in copy of your form is saved to the PaperPort Desktop. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 15 3. Click on the MS Word icon on the PaperPort Send To Bar. MS Word will automatically launch and and convert your image file into a basic text document within MS Word. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 16 Introducing the OmniPage Desktop Introducing the OmniPage Desktop OmniPage Toolbox Menu Bar Standard Toolbar Original Image View Text Editor View Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 17 Save As window. Ensure that the Save and Launch radio button is also checked. 8. OmniPage will save and automatically launch your file as a new MS Word document. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 18: Advanced Topics

    Advanced Topics* *Advanced Topics will not be covered in Nuance’ s web-based Scan to PC Desktop End User Training Sessions unless specifically requested. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 19 Save As window. Ensure that the Save and Launch radio button is also checked. Click on “ OK” to save the document and open it in MS Word. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 20 Select the Look In location and File Name from the Save As window. Ensure that the Save and Launch radio button is also checked. Click on “ OK” to save the document and open it in your default WAV player. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 21 One of the most common processes is detailed below. Batch Conversion to Text Searchable PDF Using the Xerox WorkCentre Pro and OmniPage Pro 15, you can scan multiple documents into a network folder and then schedule OmniPage to convert all these scanned images to fully text searchable PDF files automatically at a pre-determined point in time.
  • Page 22 Input column at the base of the window and click the “ Specify Output Folder” button. Browse to the appropriate folder and click OK. Click Next. Select “ Finish Workflow” . Click Finish. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...
  • Page 23 Properties from the menu. 6. Once the form is customized, click the Hand icon in the Command Bar to begin filling out the form. Xerox Corporation –Scan to PC Desktop Professional Workgroup Edition v8 –Orientation Guide...

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