Visioneer Visual Explorer Getting Started Guide ® FOR WINDOWS
COPYRIGHT INFORMATION Visioneer® Visual Explorer 1.0 software for Windows. Copyright ©1998 Visioneer, Inc. All rights reserved. Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the copyright laws.
Visioneer Visual Explorer Getting Started Guide ® This guide shows you how to use some of Visual Explorer software’s main features to view items, create stacks, send items electronically to Visual Explorer Links, add annotations, file items in folders, and capture Web pages. While this brief guide is enough to get you started, Visioneer provides other information to help you use all of Visual Explorer’s features. The following figure shows where to find more information. Web.
2 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE VIEWING ITEMS IN DESKTOP VIEW Visual Explorer provides several ways to view items: Desktop View displays a thumbnail, a small graphic that represents each item in a folder. The thumbnails represent PaperPort items—PaperPort (max files) being the format in which Visual Explorer saves items. The thumbnails can also be non-PaperPort items— items created using other applications, such as Microsoft Word. These items can be located anywhere on your computer.
VIEWING AN ITEM IN PAGE VIEW The Command Bar has shortcuts for choosing menu commands, such as changing views. Thumbnail of a PaperPort item. 3 Thumbnail of non-PaperPort item, in this case a Word file. Use the Folder View to navigate between different folders and to file and organize items. Stacks are PaperPort items that have been combined. Stack titles appear in bold type above the page titles. The status bar shows information about the selected item, link, or button.
4 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE To view a PaperPort item in Page View: • In Desktop View, double-click a PaperPort item or select a PaperPort item, and then click the Page button on the Command Bar. You can also double-click a PaperPort item in Windows Explorer to view it in Page View. To view a non-PaperPort item in Page View: • In Desktop View, Shift-double-click a non-PaperPort item, or select a non-PaperPort item, and then click the Page button on the Command Bar.
VIEWING ITEMS BY USING THE APPLICATION THAT CREATED THEM 5 To change between Desktop View and Page View: 1. In Desktop View, select the item you want. 2. Click the Page button. 3. To return to Desktop View, click the Desktop button. VIEWING ITEMS BY USING THE APPLICATION THAT CREATED THEM From the Desktop View, you can start a non-PaperPort item’s application and use it to view the item. To view a non-PaperPort item in its application: • In Desktop View, double-click a non-PaperPort item.
6 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE To create a stack: 1. In the Desktop Cover Letter Spring Vol 42 Cover Letter Spring Vol 42 View, select the PaperPort item that you want to stack. This example shows stacking a Cover Letter on the Spring Vol 42 newsletter. 2. Drag the selected item onto the PaperPort item on which you want to stack it. 3. When the second item is highlighted, release the mouse button. The stack is created. Spring Vol 42 Cover Letter 4.
MOVING BETWEEN STACKED PAGES 7 MOVING BETWEEN STACKED PAGES In Desktop View, use the Page Navigator on a stack to move through a stack’s pages. You can also use the First Page, Last Page, Previous Page, and Next Page commands on the Page menu to move from page to page. To move between pages in a stack in Desktop View: 1. Select the stack. 2. Click the left arrow of the Page Navigator to see the previous page in the stack. 3.
8 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE FAXING OR E-MAILING AN ITEM The Visual Explorer software is designed to work with—or link to— other types of applications. To send items to other applications, you use the Link Bar. The Link Bar automatically displays link icons for applications installed on your computer and supported by the Visual Explorer software, such as electronic fax or e-mail applications.
FAXING OR E-MAILING AN ITEM To fax an item from Desktop View: 1. Select the item to fax. 2. Drag the item onto the fax link icon on the Link Bar. You can also click the item, and then click the fax link icon. 3. When your fax software starts, send the scanned item as a fax. This example shows the Symantec WinFax PRO window for sending a fax. The window that appears on your computer will be for your fax software.
10 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE Note: To send an item to a link from Page View, choose Links from the File menu, and then choose the name of the link application. To send an item using an e-mail application: • Repeat the steps as described for faxing an item in the preceding procedure, except, drag the item onto your e-mail link icon on the Link Bar. If you are attaching items to an e-mail message, the e-mail software starts.
FILING ITEMS IN FOLDERS 11 FILING ITEMS IN FOLDERS Desktop View provides an easy-to-use filing system for organizing your items. The filing system consists of folders shown in the Folder View and items shown on the Desktop. A folder that appears in the Folder View can be any folder located on your hard drive or located on a device attached to your computer, such as an external drive or disk. An item can be a PaperPort item or a non-PaperPort item, such as a Word file.
12 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE ADDING FOLDERS TO THE FOLDER VIEW Adding a folder to the Folder View lets you use Visual Explorer to see a folder and its items that are located on your hard disk or on another device connected to your computer. After you add a folder to the Folder View, you can view any of its folders or items in Desktop View. To add a folder to Folder View: 1. In Desktop View, choose Add to Folder View from the File menu. The Add to Folder View dialog box appears.
FILING ITEMS IN FOLDERS 13 To see the contents of a folder: 1. In the Folder View, click a Folder or click the plus sign next to a folder if one appears. Any subfolders included in the folder appear in the Folder View. Items appear on the Desktop. 2. Click a subfolder to display its contents. Any items in the folder appear on the Desktop. This example shows four items in the Newsletter folder, which is located in the Adventure Travel folder.
14 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE FILING ITEMS IN FOLDERS BY USING DESKTOP VIEW You can use the folders to store and organize different items. The easiest way to move an item into a folder is by dragging and dropping the item. You can file items one at a time, or you can file multiple selected items all at the same time. To drag and drop an item into a folder: 1. Click an item to select it. Use Ctrl-click to select multiple items. 2. Drag the selected item onto a folder. 3.
FILING ITEMS IN FOLDERS 15 To add a folder: 1. Click the location in which you want to add a folder. 2. From the File menu, choose New, and then Folder. 3. Type the new folder’s title. 4. Select a color from the drop-down list, and then click OK. The new folder appears in the Folder View. Tip: To change a folder’s title, select the folder’s title in the list, and then click it again. Type the new title and press Enter.
16 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE To make changes in Windows Explorer: 1. In Desktop View, click the Explorer button on the Command Bar. Windows Explorer appears. 2. Use Windows Explorer to make changes to folders or items that appear in Desktop View. For example, you can retitle a folder or drag and drop items into different folders. You can also drag items from Windows Explorer directly to Visual Explorer.
CAPTURING WEB PAGES 17 CAPTURING WEB PAGES With Visual Explorer’s Web Capture, you can easily add Web pages directly to the Desktop View and automatically update them the next time you connect to the Internet. For example, you can capture information about your favorite stocks and then automatically update the Web page to reflect the latest numbers. Tip: You might find it convenient to create a new folder that you can use to store all of your captured Web pages.
18 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE 3. To capture only the visible portion of a page, click the Web Capture icon in the Windows taskbar, and then choose Capture Visible Portion. Web Capture saves the special PaperPort item and identifies it with the browser’s application icon. To capture an entire Web page that contains multiple screens of information, click the Web Capture icon in the Windows taskbar, scroll to the beginning of the page, and then choose Capture Entire Page.
CAPTURING WEB PAGES 19 To update a captured Web page: 1. Connect to the Internet. 2. In Desktop View, double-click the Web page item. A view of the Web page as it currently exists on the Internet appears. 3. To update the page, click the Web Capture icon, and then choose Capture Visible Portion or Capture Entire Page, depending on the currently captured Web page. A message appears asking if you want to update the page or create a new one. To update your current capture, click Update Existing.
20 VISIONEER VISUAL EXPLORER GETTING STARTED GUIDE ANNOTATING A PAGE With the annotation tools, you can add a note, highlight text, draw lines or arrows, circle information, or paste a picture into a PaperPort item (including Web page captures.) For example, you might add a note that tells you when the item needs to be processed and returned to the sender. You cannot add annotations to non-PaperPort items. You add annotations by displaying an item in Page View and using the Annotation toolbar.
USING SIMPLESEARCH TO FIND ITEMS 21 USING SIMPLESEARCH TO FIND ITEMS In addition to the standard methods of finding items by name, date, or keywords, a powerful Visual Explorer feature named SimpleSearch can find items based on the textual content. For example, if you remember only that the item included the word “California” or the phrase “…California coast,” SimpleSearch finds items containing that word or phrase. To use SimpleSearch to find an item: 1.
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