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P2WW-2623-01ENZ0
ScanSnap Organizer
User's Guide

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  • Page 1

    P2WW-2623-01ENZ0 ScanSnap Organizer User’s Guide...

  • Page 2: Introduction

    Introduction Thank you for purchasing ScanSnap Organizer. This User's Guide provides an overview, and describes the screens and functions of ScanSnap Organizer. Be sure to read this guide before using the ScanSnap Organizer to ensure correct use. ® ® ®...

  • Page 3

    Manuals When using ScanSnap Organizer, read the following manuals as required. Manual Description Reference Method...

  • Page 4: About This Manual

    This appendix indicates the references on how to install and uninstall Organizer. It is recommended to read the chapters in order before using ScanSnap Organizer. For explanations of the operations, screens, and messages for ScanSnap Organizer, refer to ScanSnap Organizer Help.

  • Page 5

    Introduction Screen Examples in This Manual Screenshots in this manual are used according to guidelines provided by Microsoft Corporation. The screen examples in this manual are subject to change without notice in the interest of product improvement. This manual uses Windows 7 screen examples. Depending on the operating system, the actual screen may differ from the screen examples shown in this manual.

  • Page 6

    This manual is based on the assumption that Windows 7 or Windows Vista is used as the operating system. If you are using Windows XP or Windows 2000, ScanSnap Organizer screen display varies as indicated below. Please be aware of this when referring to this manual.

  • Page 7: Table Of Contents

    ScanSnap Organizer Overview ......9 Outline ..................10 Features ..................11 System Requirements .............. 12 Starting Up and Exiting ScanSnap Organizer ......14 ■ Starting Up ScanSnap Organizer............14 ■ Exiting ScanSnap Organizer ..............15 Chapter 2 ScanSnap Organizer Windows ......16 Main Window ................

  • Page 8

    ■ Searching Files ..................38 ■ Changing the Window Display ............. 39 ■ Using with the ScanSnap ..............39 ■ Using with ABBYY FineReader for ScanSnap ........39 ■ Using with Rack2-Filer ................. 39 ■ Using with Dropbox ................40 ■...

  • Page 9: Chapter 1 Scansnap Organizer Overview

    System Requirements ..........12 Starting Up and Exiting ScanSnap Organizer ......14...

  • Page 10: Outline

    1.1 Outline 1.1 Outline ScanSnap Organizer is an application used for displaying and organizing image files (PDF or JPEG files), which were scanned using the ScanSnap. You can use this application to display image data (PDF or JPEG files) without opening them, create folders and arrange files as you like.

  • Page 11: Features

    Moreover, conversion to searchable PDF files can be executed while the computer (CPU) is idle, so that other operations will not be disturbed. In the ScanSnap Organizer Viewer, files can be shown and edited (pages can be rotated, deleted, moved, inserted, deskewed, cropped, and merged, and keywords can be added to a file).

  • Page 12: System Requirements

    *2 : For details about supported operating systems, refer to "System Requirements" in the Opera- tor's Guide of your ScanSnap model. *3 : If the ScanSnap system requirements are higher than those described above, it is recom- mended that ScanSnap Organizer be used under the ScanSnap system requirements or higher.

  • Page 13

    1.3 System Requirements .NET Framework 3.0 is required for using the Microsoft Office SharePoint Server linkage function, Scan to Google Docs, Scan to Salesforce Chatter, or Scan to Mobile. The relationship between each operating system and .NET Framework is as follows: Windows 7 Windows Vista Windows XP(*2)

  • Page 14: Starting Up And Exiting Scansnap Organizer

    1. In the ScanSnap Manager setup dialog box, select the [Application] tab, and then select [ScanSnap Organizer] from the [Application] drop-down list. 2. Perform a scan. ScanSnap Organizer starts up. For details on how to start up ScanSnap Organizer, refer to the Operator's Guide of your scanner model.

  • Page 15: Exiting Scansnap Organizer

    1.4 Starting Up and Exiting ScanSnap Organizer ■ Exiting ScanSnap Organizer ScanSnap Organizer can be exited in the following ways. On the Main Window, click , and then click the application menu [Exit] button. Click on the title bar on the Main Window.

  • Page 16: Chapter 2 Scansnap Organizer Windows

    Chapter 2 ScanSnap Organizer Windows This chapter provides a basic explanation of windows and items of ScanSnap Organizer. ScanSnap Organizer has two types of windows: "Main Window" for managing files, and "Viewer Window" for displaying and editing files. For details about these Windows, and dialog boxes for operations, refer to ScanSnap Organizer Help.

  • Page 17: Main Window

    2.1 Main Window 2.1 Main Window The Main Window is used for managing files. This window appears when you start up ScanSnap Organizer. The Main Window contains the following. Application Button Ribbon Basic Search Toolbar Quick Access Toolbar Actions/Keywords List Pane...

  • Page 18

    Do not delete this data; deleting the data may adversely affect the display performance. ScanSnap Organizer cannot create cache data for PDF files saved in unwritable media such as CD- ROMs. To display image data faster, copy the files to the hard disk to create cache data, and then save the files and cache data altogether on media such as a CD-R.

  • Page 19: File List Pane Style (display Format)

    ■ File List Pane Style (Display Format) In the File List Pane, files are displayed according to a selected style. For details about changing the style, refer to the ScanSnap Organizer Help. The following types of styles are available. Thumbnails PDF and JPEG files are displayed in thumbnails.

  • Page 20

    2.1 Main Window Medium Files are shown as a 128 × 128 (pixels) image. Small Files are shown as a 96 × 96 (pixels) image. Shows the upper part of the image. The maximum width that can be displayed is 640 (pixels).

  • Page 21: Thumbnail View

    2.1 Main Window Thumbnail View The following view appears when the File List Pane is displayed in thumbnails (shrunk images of file contents). The Thumbnail View contains the following. Thumbnail Keyword [Page Forward/Backward] Buttons File Name Page Number Box Lock Mark Text Mark Digital Signature Mark Thumbnail...

  • Page 22

    However, when ScanSnap Manager is starting up, if the same password as the fixed password specified in ScanSnap Manager is set for the PDF file, the image is shown in the thumbnail. Also, when the [Permissions Password] is set, if [Content Copying or Extraction] is allowed, the image is shown in the thumbnail.

  • Page 23: Ribbon

    2.1 Main Window ■ Ribbon The items and functions shown in the Ribbon of the Main Window are as follows: [Home] Tab Item Button name Description Cabinet Creates a new cabinet in the Folder List Pane. Folder Creates a new folder under a cabinet in the Folder List Pane. Shortcut to Folder Creates a shortcut to a folder to display it in the Folder List Pane.

  • Page 24

    2.1 Main Window Item Button name Description Distribute by Performs the following for the PDF files. Keyword Distribute Distributes PDF files according to the distribution condi- tion. Change Distribution Condition Changes the distribution condition. Create Distribution Conditions Using This File Creates distribution conditions from the selected file Convert into Convert Selected PDF...

  • Page 25

    2.1 Main Window Item Button name Description Pop-up Shows/hides the pop-up thumbnail in the File List Pane Thumbnail when the files are displayed as thumbnails (Large/Medium/ Small/Top). Show Keywords Shows/hides keywords in the File List Pane when the files are displayed as thumbnails (Large/Medium/Top). Arrange A to Z Rearranges folders in ascending order.

  • Page 26

    SharePoint (*6) *1 : ABBYY FineReader for ScanSnap (4.1 or later is recommended) must be installed in advance. *2 : Rack2-Filer (V5.0 or later is recommended) must be installed in advance. *3 : Dropbox for Windows 1.1.45 or later must be installed in Windows XP or later in advance.

  • Page 27: Viewer Window

    Main Window when a PDF or JPEG file is displayed. ATTENTION PDF files can be edited only when they are created with the ScanSnap. For details about starting the Viewer Window, refer to ScanSnap Organizer Help. The Viewer Window contains the following.

  • Page 28

    2.2 Viewer Window Ribbon Ribbon has the following tabs. Each tab contains functions that can be performed in the Viewer Window. The contents of each tab appear by clicking the tab. - [Home] Tab - [Edit] Tab For details about each tab, refer to "Ribbon"...

  • Page 29: Viewer Window View Mode (display Format)

    ■ Viewer Window View Mode (Display Format) In the Viewer Window, files are displayed according to the selected view mode. For details about changing the view mode, refer to ScanSnap Organizer Help. The following types of view modes are available.

  • Page 30: Ribbon

    2.2 Viewer Window Show Pages Panel Displays pages in thumbnails. ■ Ribbon The items and functions shown on the Ribbon of the Viewer Window are as follows: [Home] Tab Item Button name Description First Page Shows the first page. Previous Page Shows the previous page.

  • Page 31

    2.2 Viewer Window Item Button name Description Switch View Switches the view mode of the Viewer Window. Show All (Pages Panel and Page View) Shows the Pages Panel and Page. Show the Page Only Shows the page only. Show Pages Panel Shows the Pages Panel only.

  • Page 32

    2.2 Viewer Window Item Button name Description List Lists multiple open windows, and specifies which window to make active (show on top). [Edit] Tab Item Button name Description Undo Undoes the most recent action such as the following. Cut page Paste page Insert page Delete page...

  • Page 33

    2.2 Viewer Window Item Button name Description Crop Crops the selected page. Set Keyword Sets a keyword for a PDF file. A character string in the selected page can also be recognized (OCR process) and set as a keyword. Merge Pages Merges two pages together in the way selected from the following to create a new page.

  • Page 34: Chapter 3 Function List

    This chapter explains various functions of ScanSnap Organizer. For details on how to use these functions, refer to ScanSnap Organizer Help. Function List ........... 35...

  • Page 35: Function List

    3.1 Function List 3.1 Function List The following shows the functions of ScanSnap Organizer. For details and information about how to use the functions, refer to ScanSnap Organizer Help. ■ File/Folder/Cabinet Management You can perform the following operations for files/folders/cabinets.

  • Page 36: Importing/exporting Files

    ■ Importing/Exporting Files Files can be imported or exported. Import File Copy files from a folder not managed with ScanSnap Organizer to the [ScanSnap] folder ([My ScanSnap] folder for Windows XP/Windows 2000). Export File Copy files from the [ScanSnap] folder ([My ScanSnap] folder for Windows XP/ Windows 2000) to a folder not managed by ScanSnap Organizer.

  • Page 37: Setting A Keyword

    3.1 Function List ■ Setting a Keyword You can set a character string to indicate the content of a file so that you can immediately rec- ognize the file. Such a character string is referred to as a "keyword". Recognize a character string on a page (OCR process) and set as a keyword Set a character string as a keyword Set a marked character string as a keyword Set a keyword from the registered keywords in the keyword list...

  • Page 38: Searching Files

    You will not be able to use Windows Desktop Search if you modify the [ScanSnap] folder (the [My ScanSnap] folder for Windows XP). Include those folders as the indexing target.

  • Page 39: Changing The Window Display

    Image data for documents scanned with the ScanSnap can be managed with ScanSnap Organizer. ■ Using with ABBYY FineReader for ScanSnap PDF files scanned with the ScanSnap can be converted into the following file formats by installing and using ABBYY FineReader for ScanSnap (4.1 or later is recommended). Word...

  • Page 40: Using With Dropbox

    .NET Framework 3.0 ® ® * : To search for a file on a site in Microsoft SharePoint Server 2010, you need to perform additional settings with Search Service. Contact the site administrator before use. For details, refer to ScanSnap Organizer Help.

  • Page 41

    80, such as Web server, is running. Connection via a proxy server is not supported. Make sure that the site time zone and the time zone of the computer running ScanSnap Organizer are the same. For PDF files on the site, if [Keyword] or [Text and Properties] are targeted for a search, Adobe PDF IFilter must be installed in the SharePoint Server.

  • Page 42: Scan To Microsoft Sharepoint

    Files on the site cannot be edited directly from ScanSnap Organizer. For files on the site, if [Open] or [ScanSnap Organizer Viewer] on the Application Menu is run, the specified file is copied to the local computer temporary folder as a read-only file. The file is opened with the application associated with the file extension, or with ScanSnap Organizer Viewer.

  • Page 43: Online Updates

    3.1 Function List ■ Online Updates Organizer program updates are available online on a necessity basis for better usability and functionality. When a update request is received, Organizer checks to see if program updates are provided online, and automatically downloads the latest version.

  • Page 44: Appendix A Starting Up Scansnap Organizer Help

    Starting Up from the [Help] Button on the Dialog Box ScanSnap Organizer Help can also be started up by clicking the [Help] button on the dialog box which is displayed while ScanSnap Organizer is used. In this case, topics relevant to the displayed dialog box will appear.

  • Page 45: Appendix B Installing And Uninstalling Organizer

    Select the [ScanSnap Organizer] check box on the [Select Features] screen. For details, refer to the Operator's Guide of your ScanSnap. ■ Uninstalling Uninstall Organizer on [Programs and Features] of [Control Panel]. For details, refer to "Uninstalling the Software" in the Operator's Guide of your ScanSnap.

  • Page 46: Index

    ........... 37 distributing files ......... 37 Microsoft Office SharePoint Server linkage function ............40 editing files ..........35 exiting ScanSnap Organizer ..... 15 online update ..........43 outline ............10 features ............. 11 File List Pane ..........19 [Page Forward/Backward] buttons ....

  • Page 47

    Windows Desktop Search ......38 Show All ............ 29 Show Pages Panel ........30 Show the Page Only ......... 29 starting up ScanSnap Organizer ....14 Status Bar ........... 19 system requirements ......... 12 text mark ........... 22 thumbnail ..........21 Thumbnail View ........

  • Page 48

    ScanSnap Organizer User’s Guide P2WW-2623-01ENZ0 Issue date March 2012 Issued by PFU LIMITED The contents of this manual are subject to change without notice. PFU LIMITED assumes no liability for incidental or consequential damages arising from the use of this Product, and any claims by a third party.

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