Working with PaperPort FOR WINDOWS ®
COPYRIGHT INFORMATION PaperPort 6.0™ 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.
Working with PaperPort This guide shows you how to use some of the PaperPort software’s main features to view items, create stacks, send items electronically to PaperPort Links, add annotations, file items in folders, capture Web pages, and edit color images. While this brief guide is enough to get you started, Visioneer provides other information to help you use all of the PaperPort software’s features. The following figure shows where to find more information. Web. Visit Visioneer’s Web site at www.
2 WORKING WITH PAPERPORT VIEWING ITEMS IN DESKTOP VIEW PaperPort provides several ways to view items: Desktop View displays a thumbnail, a small graphic that represents each item in a folder. You can see PaperPort items (max files) and non-PaperPort items (items created using other applications, such as Microsoft Word) located anywhere on your computer. Page View displays a close-up of a single page.
VIEWING AN ITEM IN PAGE VIEW 3 VIEWING AN ITEM IN PAGE VIEW The Desktop View and Page View are separate applications that you can run individually or at the same time. Page View displays a close-up view of one page so that it is readable on the screen. In Page View, you can view PaperPort items and items created using other applications. You can also adjust and edit the quality, color, and other aspects of a PaperPort image by using the Image Editing toolbar.
4 WORKING WITH PAPERPORT The Command Bar has shortcuts for menu commands. The Annotation toolbar has tools for adding notes, highlighting areas, cutting and pasting a selection, adding a picture, and so on. The status bar shows information about the current page. The Image Editing toolbar has tools for editing an image, improving the quality, or adjusting the color. To change between Desktop View and Page View: 1. In Desktop View, select the item you want. 2. Click the Page button. 3.
VIEWING ITEMS BY USING THE APPLICATION THAT CREATED THEM 5 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. The application that created the item starts and the item appears.
6 WORKING WITH PAPERPORT 2. Drag the selected item onto the PaperPort item on which you want to stack it. Cover Letter Spring Vol 42 3. When the second item is highlighted, release the mouse button. The stack is created. Spring Vol 42 Cover Letter 4. Repeat Steps 1 through 3 until you finish creating the stack. A new stack receives the title of the item on the bottom of the stack. The stack title (the name of the newsletter, “Spring Vol 2” in this case) is shown in boldface type.
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 WORKING WITH PAPERPORT Note: You can change the link application preferences by choosing Link Preferences from the Edit menu. For more information, see the PaperPort User’s Guide and Help. After an item is displayed in Desktop View, you can send it as a fax, or as an attachment to an e-mail message, by using the Link Bar. You do not need to print the item first; you can send it directly from PaperPort. To fax an item, your computer must have a fax modem and fax software.
FAXING OR E-MAILING AN ITEM 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. 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.
10 WORKING WITH PAPERPORT CONVERTING A PAPERPORT ITEM TO TEXT A PaperPort item is an image. Even the text on a scanned item is simply a picture of the text, and you can’t edit it as you would text in a wordprocessing document. If a supported word-processing icon such as Word appears on the Link Bar, you can use PaperPort to convert the item to text. The PaperPort software performs this conversion by using the built-in OCR (optical character recognition) software provided with PaperPort.
FILING ITEMS IN FOLDERS 11 Note: This example shows the steps for using PaperPort’s built-in OCR software and sending the converted text directly to Word. If you have other OCR software installed on your computer, you can convert the item by dragging the item to the OCR application on the Link Bar. 4. When the conversion is complete, the word-processing application opens, and you can begin editing the text.
12 WORKING WITH PAPERPORT With the PaperPort software, you can save items in separate folders similar to ordinary file folders, except that they are electronic. You can use folders to store and organize all your items. Although PaperPort has certain default folders, you can add new folders or change any folder’s title and color. The Visioneer Documents folder and these subfolders are provided with PaperPort. This folder, located on the C drive, was added to the Folder View.
FILING ITEMS IN FOLDERS 13 ADDING FOLDERS TO THE FOLDER VIEW Adding a folder to the Folder View lets you use PaperPort 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.
14 WORKING WITH PAPERPORT 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.
FILING ITEMS IN FOLDERS 15 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.
16 WORKING WITH PAPERPORT 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 title in the list, and then click it again. Type the new title and press Enter.
FILING ITEMS IN FOLDERS 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 PaperPort.
18 WORKING WITH PAPERPORT CAPTURING WEB PAGES With PaperPort’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. Or visit a company’s Web site to get the latest product information.
CAPTURING WEB PAGES 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. The Web page is saved as a special PaperPort item identified by your 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, and then choose Capture Entire Page. Each full screen of information is saved as a separate page in a stack.
20 WORKING WITH PAPERPORT 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.
ANNOTATING A PAGE 21 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.
22 WORKING WITH PAPERPORT ADJUSTING PICTURES Whether you are photographing houses for sale, displaying the newest model car, or just storing your favorite photographs as PaperPort items, you can edit these color or grayscale pictures using PaperPort’s imageediting tools. The Image Editing toolbar contains all of the tools for adjusting color as well as grayscale images. Note: The Image Editing tools work only with PaperPort items.
ADJUSTING PICTURES 23 To improve a picture automatically: 1. Display the picture in Page View. 2. Click the AutoFix Picture tool on the Image Editing toolbar, or choose AutoFix Picture from the Page menu. PaperPort begins adjusting the picture to improve its quality. Image Editing toolbar ADJUSTING A PICTURE YOURSELF Sometimes you have a photograph that is too light or too dark, or whose color is not right.
24 WORKING WITH PAPERPORT Tip: To learn how to use Adjust Picture, click the Wizard icon on the Image Editing toolbar. The Picture wizard shows you step-by-step how to adjust the brightness, contrast, tint, and color. To adjust and enhance a picture yourself: 1. Display the color picture in Page View. 2. Click the Adjust Picture tool on the Image Editing toolbar. The Adjust Picture dialog box appears. Original picture. Current picture.
ADJUSTING PICTURES 25 To adjust the color: 3. Select the Color option. 4. Drag the slider to the left for more color or to the right for less color. PaperPort adjusts all eight sample pictures. To select the picture you like best: 5. Click the picture that has the color you like best. It moves to the center and becomes the current picture. 6. To adjust another setting, repeat Steps 1 through 3. Click to undo the last change. 7. After you finish all adjustments, click OK to save the changes.
26 WORKING WITH PAPERPORT Tip: If you want to ensure that your original picture is unchanged, make a copy of the picture by using the Duplicate Item command before opening the Adjust Picture dialog box. USING SIMPLESEARCH TO FIND ITEMS In addition to the standard methods of finding items by name, date, or keywords, a powerful PaperPort feature named SimpleSearch can find items based on the textual content.
SCANNING DIRECTLY TO A LINK APPLICATION WITH SCANDIRECT 27 SCANNING DIRECTLY TO A LINK APPLICATION WITH SCANDIRECT With ScanDirect, you can scan an item and send it to a linked application without starting PaperPort. ScanDirect is a control panel that runs in the background on your computer, and when minimized, the ScanDirect Control Panel icon appears on the Windows taskbar.
28 WORKING WITH PAPERPORT 2. Right-click the Photoshop icon and choose Preferences. The Link Preferences dialog box appears. 3. Select the preferences and click OK. 4. Click the Photoshop icon on the control panel. 5. Click the button for scanning. If you have a TWAIN scanner, the button looks like this. Your image is scanned and appears in Photoshop.
FILLING IN PREPRINTED FORMS WITH FORMTYPER 29 FILLING IN PREPRINTED FORMS WITH FORMTYPER In the past, you had to use a typewriter or a ballpoint pen to fill in the fields manually on preprinted forms. With the Visioneer FormTyper application, you can enter data by using your computer and then print the form. The end result is the preprinted form, filled with data just as if you had used a typewriter. To fill in a form: 1. Place a form in Desktop View, for example, such as by scanning the form. 2.
30 WORKING WITH PAPERPORT 3. Begin typing data if the cursor is at the first field that you want to fill in. To type in any other field, click the field. To add another line to a field, press Enter. 4. When you’re finished typing in a field, press the Tab key or the left or right arrow keys to move to the next field. 5. After completing the form, save it by choosing Save to PaperPort Desktop As from the Form menu. 6. Type a name for the filled-in form and click OK. The form appears on the Desktop.