DocuMate 262i scanner user’s guide
DocuMate 262i scanner user’s guide
Copyright © 2008 Visioneer, Inc. Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the copyright laws. XEROX ® is a trademark of Xerox Corporation in the United States and/or other countries and is used under license. DocuMate ® is a registered trademark of Xerox Corporation used under license. All other Xerox product names and product numbers mentioned in this publication are trademarks of Xerox Corporation.
Table of Contents Table of Contents Welcome What’s in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 The Xerox DocuMate 262i Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 What You Need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Documentation . . . . . . . . . .
Table of Contents Transferring Scanned Documents to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Checking the Hardware and Setting the Lamp Power Saving . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Scanning with the TWAIN Interface Accessing the TWAIN Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Scanning with the TWAIN Interface . . . . . . . . . . . . . . . . . . . . . . . . . . .
Welcome Your new Xerox DocuMate 262i scanner can quickly scan single-sided or double-sided stacks of documents and place their images on your computer. What’s in the Box Before proceeding, check the contents of the box. If items are missing or damaged, contact the dealer where you purchased the scanner.
Welcome The Xerox DocuMate 262i Scanner Paper guide LED Number Destination Selector button Simplex button Duplex button Status light Front Feed Tray ADF cover release Output tray Power switch USB port Power jack Paper guide—Holds documents in place. Adjusts to fit the document width. LED Number—Shows the current scan setting for the Simplex and Duplex scanning buttons. A scan setting includes resolution, file type, brightness, color or black and white, destination, and so on.
Welcome What You Need IBM-compatible Pentium 4 PC, or AMD equivalent with: • A DVD-ROM drive • An available Universal Serial Bus (USB) port • Microsoft® Windows® operating system: 2000 (Service Pack 4), XP (Service Pack 1 and 2), or Vista • Windows 2000 and XP: Minimum of 512 megabytes (MB) of internal memory (RAM) Windows Vista: Minimum of 1 gigabyte (GB) of internal memory (RAM) • 350 MB minimum of free hard disk space A VGA or SVGA Monitor The recommended settings for your monitor are: • High
Installation Installation Installation is a quick, four-step process: 1. Assemble the scanner 2. Install the software 3. Connect the power supply 4. Connect the USB cable and turn on the power Before You Begin Please make sure of the following before you begin installation: 4 • The information in this guide may cover software not provided with the scanner you purchased. Disregard any information about the software not applicable to your chosen product. Please visit our web site at www.xeroxscanners.
Installation Step 1: Assemble the Scanner 1. Remove all shipping tape from the top and bottom of the scanner. 2. Carefully remove the protective foam from the ADF cover release, then press the release and open the Automatic Document Feeder cover. ADF Cover Release 3. Carefully remove any foam particles that may have gotten inside the document feeder, and close the cover. 4. Align the slots on the paper guide with the ridges on the scanner and slide it down until it snaps into place. 5.
Installation 7. Flip open the extension on the output tray so it is fully extended. Step 2: Install the Software 1. Start Microsoft Windows and make sure no other applications are running. 2. Insert the installation DVD into your computer's DVD-ROM drive. The DVD automatically starts. NOTE: If the DVD does not start, check the following: • Make sure the DVD drive’s door is completely shut. • Make sure the DVD was inserted in the drive in the proper direction (label side up).
Installation 3. On the Installation menu, select Install Products. 4. Make sure the boxes for Nuance PaperPort® and Scanner Driver are checked. NOTE: The software provided with your scanner may differ slightly from the list shown in the window. 5. Click Install Now. 6. The Select Language window opens. Click the drop-down menu arrow and select the language to use. Click OK.
Installation The first PaperPort Installation window opens. 1. On the PaperPort Welcome window, click Next. Installing PaperPort will uninstall any existing version of PaperPort and will install the newer version. Your existing PaperPort files will not be affected. 2. Read the PaperPort license agreement and select I accept the terms in this agreement, then click on Next. If you choose not to accept the license agreement, the installation will terminate and the PaperPort software will not be installed. 3.
Installation 2. On the Xerox License Agreement window, read the license agreement. If you accept the terms, select I Agree then click Next. If you choose not to accept the license agreement, the installation will terminate and the scanner driver will not be installed. 3. The next window lists the choices of the drivers that you can install for your scanner. 4. Select the option you want. Click Next. • Full Install (OneTouch, TWAIN and ISIS)—This is the recommended installation.
Installation 5. During installation you will see this window asking you to select one of the images for your Color Space setting. 6. Select the option that looks best to you and click Next. 7. STOP when you see the “Complete the installation by connecting your hardware” window. Do NOT click OK yet. Leave the window open and proceed to the next section.
Installation Step 3: Connect the Power Supply 1. Plug the power supply into the power port on the scanner. NOTE: Only use the power supply (HEG42-240200-7L made by HiTron) included with your scanner. Connecting any other type of power supply may damage your scanner, and will void its warranty. 2. Plug the power cord into the power supply and into a wall outlet.
Installation Step 4: Connect the USB Cable and Turn on the Power The DocuMate 262i scanner connects to any available USB port. Check your computer’s manual for USB port locations. 1. Remove any protective tape from the USB cable. 2. Plug the USB cable into the USB port on the scanner then into a USB port on the computer. 3. Turn on the power switch, located on the back of the scanner to the left of the power port. USB The status light comes on and flashes indicating that the scanner is receiving power.
Installation 4. When you’re certain that the software has completely loaded, return to the “Complete the installation by connecting your hardware” window. 5. Click OK. You can also click More to see a quick overview about accessing and navigating the One Touch Button Panel. When you’re finished reading the additional information, click OK. The scanner’s status light is blue when the scanner and computer are communicating properly. 6.
Installation Additional Applications Available with Your Scanner Your scanner includes free, additional applications on the installation DVD. 1. Reinsert the installation DVD into the DVD-ROM drive. The Installation menu opens. The free Adobe Acrobat Reader software is located on the DVD with the User Guides. 2. Click Install Products. You will see the screen that shows the applications. Applications already installed have Installed! next to them. 3.
Installation 4. On the window shown above, click in the boxes of the other software you want to install, and click Install Now. Follow the instructions on the screen to install each of the additional products. Software About the Software Adobe® Acrobat® Reader® Adobe Acrobat Reader is a stand-alone application that you use to open, view, search, and print PDF files. The User Guides on your scanner’s installation DVD are in PDF format and require Adobe Acrobat Reader for you to view and save them.
Installation View the User Guides 1. To get the documentation for each of the additional products, return to the Main Menu window and click User Guides. 2. The User Guides window opens. 3. Click the links of the Guides you want to view. The User Guides are in Adobe® Acrobat® PDF format. The Scanner Readme file is in HTML format and will open in any standard browser. If you need to, click Acrobat Reader to install it now. Follow the instructions on the installation windows.
Installation Register Your Scanner and Check for Updates Registering your scanner is important as it provides you with access to free telephone support service. Registration also gives you free access to software updates for your scanner. To register your scanner: 1. Right-click on the One Touch icon in the Windows Notification Area (at the bottom right corner of the screen). The One Touch Icon. 2. Choose Check for Online Updates from the pop-up menu. 3.
Scanning Scanning If you selected the recommended Full Install option (see page 9), then you have several different options to scan with your Xerox DocuMate 262i scanner. Each method scans equally well, so use the one with appropriate options for the item you are scanning. 18 • Scanner Buttons—When you press either the Simplex or Duplex button, documents are scanned using the scan settings indicated by the LED number. The scanned images are then sent to a software application on your computer.
Scanning Load and Scan Documents from the Input Tray When you press either the Simplex or Duplex button, documents are scanned using the scan settings indicated by the LED number. The scanned images are then sent to a software application (known as the Destination Application) on your computer. NOTE: Always remove any staples or paper clips from documents before inserting them into the scanner’s Automatic Document Feeder.
Scanning 1. Check the LED number to make sure you’re using the scan setting you want. The current scan setting. Press the Destination Selector to cycle through the scan settings to select the one you want. 2. To scan a one-sided document, press the Simplex button. To scan a two-sided document, press the Duplex button. 3. A scan progress window opens and the image(s) are sent to the selected application from the One Touch utility. In this example the Destination Application is the PaperPort desktop.
Scanning Load and Scan Items from the Front Feed Tray You can scan thick paper, embossed plastic cards, business cards and other items from the scanner’s front feed tray. Please see the “Xerox DocuMate 262i Scanner Specifications” on page 93 for details of the Front Feed scanning specifications. NOTE: Do not attempt to load documents into the input tray while you have an item in the scanner fed in from the front.
Scanning 5. Check the LED number to make sure you’re using the scan setting you want. The current scan setting. Press the Destination Selector to cycle through the scan settings to select the one you want. 6. To scan a one-sided item, press the Simplex button. To scan a two-sided item, press the Duplex button. 7. The scanner scans the item and ejects it out underneath the front feed tray. A scan progress window opens and the image(s) are sent to the selected application from the One Touch utility.
Scanning Scan With the Front Feed Tray Down You can lock the front feed tray down so that it is always positioned at the front slot of the scanner. Any items you scan are ejected over the front feed tray when scanning is complete. To lock the Front Feed Tray down: 1. Locate the arm levers on either side of the front feed tray. 2. Gently pull the arm levers away from the scanner and fold them down. 3. The front feed tray is now in the down position aligned with the front slot of the scanner.
Scanning To Scan with the Front Feed Tray Down: 1. Adjust the paper guides for the width of the item you are scanning. 2. Place a single item face up, with the top pointing into the scanner, between the paper guides on the front feed tray. 3. The scanner pulls the item in from the front. 4. Check the LED number to make sure you’re using the scan setting you want. The current scan setting. Press the Destination Selector to cycle through the scan settings to select the one you want.
Scanning 5. To scan a one-sided item, press the Simplex button. To scan a two-sided item, press the Duplex button. 6. The scanner scans the item and ejects it out over the front feed tray. A scan progress window opens and the image(s) are sent to the selected application from the One Touch utility. In this example the Destination Application is the PaperPort desktop.
Scanning Scan from the Input Tray with the Front Feed Tray Down You can scan a maximum of 5 pages in the input tray with the scanner’s front feed tray in the down position. 1. Adjust the paper guide for the paper width, and make sure the input and output trays are fully extended. 2. Load the documents face down with their tops into the Automatic Document Feeder. 3. Check the LED number to make sure you’re using the scan setting you want. The current scan setting.
Scanning 4. To scan a one-sided document, press the Simplex button. To scan a two-sided document, press the Duplex button. 5. A scan progress window opens and the images are sent to the selected application from the One Touch utility. In this example the Destination Application is the PaperPort desktop. The pages are ejected out of the scanner over the front feed tray.
Scanning Auto Scan from the Front Feed Tray You can set the scanner’s One Touch hardware properties to automatically scan an item when it is inserted into the scanner from the front. To Set the Front Feed Scan Event: 1. Right-click on the One Touch icon, located on the Windows task bar, and select “Show Hardware...” from the menu. The scanner’s Hardware Properties window opens. 2. Click on the “Properties” button. The scanner’s Device Configuration window opens. 3.
Scanning 4. Click the drop list for Function: and select a scanning option to use for the front feed auto scanning. • Functions 1-9—These are the 9 scanning functions that you can configure through the One Touch properties. Selecting one of these options indicates that you want the auto scanning event to always use the settings you have specified for that function number. Please see “Configuring the One Touch Buttons” on page 33 for details on configuring the 9 scanning functions for your scanner.
Scanning To Auto Scan from the Front Feed Tray: 1. Adjust the paper guides for the width of the item you are scanning. 2. Place a single item face up, with the top pointing into the scanner, between the paper guides on the front feed tray. 3. The scanner pulls in the item, scans and ejects it out of the front. A scan progress window opens and the image(s) are sent to the selected application from the One Touch utility. In this example the Destination Application is the PaperPort desktop.
Scanning Using the One Touch Button Panel The One Touch Button Panel is also your on-screen set of controls for the scanner. The One Touch Button Panel shows information about the scanner and its settings. The One Touch Icon. 1. To open the One Touch Button Panel, click the One Touch icon. It is located in the Windows Notification Area at the bottom right corner of the screen. Click these arrows to navigate through the panel’s three views. Click these arrows to navigate through the 9 buttons.
Scanning 4. The scanner begins scanning. When the process finishes, the scanned images appear in the Destination Application, just as if you scanned with the Simplex or Duplex scanner buttons. The Default One Touch Settings on Your Scanner Based on the recommended install of PaperPort and the scanner driver, your scanner is pre-configured to scan items for various basic tasks, such as email or fax, then send the scanned image to an appropriate, preselected Destination Application.
Scanning Configuring the One Touch Buttons Each One Touch button configuration consists of a Destination Application, a Scan Configuration, and a Document Format. The One Touch Properties window is where you select these three elements for a button. To open the One Touch Properties window: 1. Click the One Touch icon. It is located in the Windows Notification Area at the bottom right corner of the screen. 2. Right-click a button on the One Touch Button Panel. 3.
Scanning The settings on the Properties window are: Select Destination—The list of applications that can open to display the scanned image for the selected button. NOTE: Later on, If you install new software that can be used as a Destination Application, click the Refresh button to link the new software to One Touch 4.0. Select Configuration—The list of available scan configurations for the selected button.
Scanning Selecting New Settings for a Button For each of the nine One Touch buttons, you can select a new Destination Application, Scan Configuration, and Document Format. Click these arrows to see the properties for the button whose settings you want to change. Select a format for the scanned image. Select a software application as the destination to send scanned documents. Select a configuration for scanning the item. To select new settings for a Scanner Button: 1.
Scanning 5. Click OK to accept any changes and close the window. To accept changes but keep the window open to work with other features, click Apply. Note that while the One Touch Properties window is open, you cannot scan yet by clicking a button on the One Touch Panel. You must click OK or close the One Touch Properties window first. However, you can scan at any time by pressing the Simplex or Duplex button on the scanner. 6.
Scanning The Scan Settings Tab 1. On the Scan Configuration Properties dialog box, type a name. TIP: If you’re going to set up the new configuration to scan duplex (two-sided), include that in the name, such as “Scan for Dark Print (Duplex),” to remind you that it is a duplex scan. Type a new name for the configuration. Select the scan mode and drag the slider to set the resolution. Drag the sliders to set the Brightness and Contrast. 2. Select scan settings for the new scan configuration.
Scanning The Page Settings Tab Click the Page Settings tab to select page settings. Click to toggle between inches and millimeters. Size—Click Standard, click the menu arrow and choose a page size from the list, or click Custom and enter the horizontal and vertical page dimensions in the boxes. The maximum size is 8.5" x 14". The units of measurement can be inches or millimeters. Click the name of the units, inches or millimeters, to toggle between them.
Scanning • Invert Image—Only available for Black&White Mode, this option reverses the black and whites of an image. Original Image. • Inverted Image. Duplex—Scan both sides of the page. If this option is not selected, the scanner will scan the front side of the page only. NOTE: The Simplex and Duplex buttons on the scanner take precedence over the One Touch settings.
Scanning The Advanced Settings Tab Click the Advanced Settings tab. The options of the Advanced Settings tab are for the Color or Grayscale scanning mode. 1. Drag the sliders to the left and right to change the color settings. As you do, the image changes to show the effects of the new settings. Saturation—Saturation is the strength or purity of a color. Hue—Hue is the color your eyes see as reflected from the image. Gamma—Gamma controls the brightness of the midtones of the color. 2.
Scanning The Device Settings Tab A Device Settings tab appears on the Scan Configurations dialog box when your selected Destination Application sends the scanned image to a printer, fax application, or other device. You use the options on the Device Settings tab to select settings for the device. 1. Click on the Device Settings tab. Fit to page, reduce image if necessary—If the scanned image is too big to be printed or faxed on a single page, the image will automatically be reduced to fit the page.
Scanning The Storage Options Tab (Archive) A Storage Options tab is on the Scan Configurations dialog box when the selected Destination Application is set as Transfer to Storage. You use the options on this tab to select where you want to save your scanned items for storage when scanning with that particular Scan Configuration. 1. Click on the Storage Options tab. 2. Click the Storage Layout options you want.
Scanning 1. Open the One Touch Properties window. 2. Select the scan configuration you want to edit or delete. Select the scan configuration to edit or delete. It must be unlocked, as indicated by not having a lock displayed here. 3. To delete the configuration, click the Delete button. 4. To edit the configuration, click the Edit button. The Scan Configuration Properties dialog box opens for that configuration.
Scanning Setting Destination Application Properties The different types of Destination Applications have various properties that you can select. 1. On the One Touch Properties window, click a Destination Application. 2. Click the Properties button. Click a Destination Application. Click the Properties button. A One Touch 4.0 Link Properties dialog box opens for the type of Destination Application you selected, and the available options are for that type of application.
Scanning 3. Click OK or Apply on the One Touch Properties window. When PaperPort opens after you finish scanning, the thumbnails of your scanned documents are on the Desktop in that folder. Text Documents Properties These properties apply to Microsoft Word, Microsoft Excel®, and the other applications indicated by their icons in the list. The properties apply to the OCR settings for the applications. 1. Click in the OCR settings boxes for the options you want.
Scanning 2. To add another application to the list, click the Add Application button. The Add Text Based Link dialog box opens. 3. Click Browse to find the application you want to add to the list. When you select the application using the Browse button, steps 1, and 2 on the dialog box are automatically filled in, and the application icon appears in step 3. 4. Select the icon in Step 3 of the dialog box. That is the icon that will appear in the One Touch Destination List. 5.
Scanning Image Documents Properties These properties apply to OmniPage Pro that you received with your scanner, plus Microsoft Paint and other image processing applications. 1. Click in the Color document handling settings boxes for the options you want. The options will apply to all the applications in the group. Convert Bitmaps using Screen Resolution—Use this option to ensure that an image will fit on the computer’s screen.
Scanning Storage Properties These properties apply to the Destination Application named Transfer to Storage. 1. Click the Storage Layout options you want. All documents are in the root—The scanned documents are saved in the root of the folder specified in the Storage Location. Documents are put into folders by month, week, or type—Folders are created based on your selection (month, week, or type) and the scanned documents are saved in those folders.
Scanning eMail Properties These properties apply to email applications so you can specify the folder for documents that you will attach to an email message. Microsoft Outlook® will accept direct attachment of documents to a blank email message as soon as scanning is finished, but other email applications may not. If you’re using one of those applications, such as America Online® (AOL), you need to know which folder contains the scanned documents so you can manually attach them to your email messages. 1.
Scanning 5. Click OK. 6. Click OK or Apply on the One Touch Properties window. Selecting Page Format Options The Page Format options that you select determines the file format of the scanned document. Appropriate page format options and file types are available for the type of Destination Application selected for the button. The available options are for images and text. Image Formats. Text Formats; sPDF is only one of several text formats available.
Scanning The PDF format is often used to create images of text pages. You may want to select PDF as the page format when scanning text pages that do not require OCR processing or other processing. The PDF format is also used to put multi-page documents on web sites as pdf-readable files. As with the JPEG option, the PDF format can be reduced in size or quality. To select a JPEG or PDF file size: 1. Select JPG or PDF as the page format. 2. Right-click on the JPG or PDF icon. A menu opens. 3.
Scanning To select a file type for the text format: 1. Select the Destination Application. 2. Right-click on the text format icon. A menu opens. The following figure shows samples for different Destination Applications. Example menu for the text format when the Destination Application is Microsoft Word. Example menu for the text format when the Destination Application is a Storage location. 3. Choose the file type that you want for the text format.
Scanning HTML Document—The .htm file format used to create web pages. Searchable PDF—The .sPDF file format used by Adobe Acrobat and OmniPage Pro. This format converts scanned text into PDF with text search and OCR capabilities. See “Scanning with sPDF or nPDF and Searching for Text” on page 62 for details. Normal PDF—The .nPDF file format used by Adobe Acrobat and OmniPage Pro.
Scanning Renaming a One Touch Button The One Touch buttons have names that identify their pre-set functions, such as OCR and PDF, but you can edit the names. 1. Open the One Touch Properties window. 2. Using the arrows, choose the button that you want to rename. 3. Select the name’s text and type a new name. Click the arrows to get to the button to rename, then select the name text. Type a new name for the button. 4. Click OK or Apply. The button is now renamed.
Scanning 3. Select button options as described below. Show All Destinations—This option selects all the Destination Application categories. Select Destinations—Select this option to individually choose the types of applications to include in the list of Destination Applications. Check the boxes for the type of application to include. • Document Management includes PaperPort and other applications for processing and keeping track of your scanned documents.
Scanning Global Options for All Scanning Functions Show Progress Window—Select this option to display the progress window of the document(s) during scanning. Use enhanced folder browser—Select this option if you want to save your scans to a network location that is not a mapped drive on your computer. Create copies of scanned documents—Sometimes the image of a scanned document is only saved as a temporary file until its Destination Application is finished using it.
Scanning Configure Before Scan Choosing Configure Before Scan simply opens a scanning interface when you press or click a scan button. You can then use the interface to change the Resolution, Scan Mode, and other settings. When you scan, the scanned image will still be sent as the file type and to the same Destination Application already selected in the One Touch Properties window for that button. To configure before scanning: 1. Open the One Touch Properties window. 2.
Scanning To Scan Using Configure Before Scan 1. Put the documents in the scanner’s ADF tray or on the flatbed glass. 2. Click on the button you set to use the Configure Before Scan option. In the example shown on the previous page, the scanning option 9 has been set to use Configure Before Scan. 3. The TWAIN interface will open. 4. Choose the Options applicable to your scan batch. 5. Click on the Scan button in the TWAIN interface. 6.
Scanning Canceling a Configure Before Scan To cancel a scan after scanning has begun: 1. Click on the Cancel button in the scanning progress window. 2. The following window will open asking you if you want to cancel the entire job. • Yes—scanning stops and all pages scanned in this batch, up to this point, will be deleted. The TWAIN interface will close and you can restart your scan from the beginning. Choose Yes if the TWAIN scan settings are incorrect for your current scanning batch.
Scanning Scanning with Optical Character Recognition (OCR) Optical Character Recognition (OCR) is like a printer in reverse. Instead of printing what’s on the screen onto paper, OCR converts text and numbers on a scanned page into editable text and numbers. You can then work with the text and numbers to edit, spellcheck, change font or type size, sort, calculate, and so forth. NOTE: For all OCR processing, use the original factory settings for OCR scanning that came with your scanner.
Scanning To scan with OCR: 1. To scan using the buttons on the scanner, press the Destination Selector until the LED is at 6, then press the Simplex or Duplex button. NOTE: One Touch Button 6 is preset as your OCR button. But you can also set up any other button to scan and OCR the text. 2. To scan from the One Touch Button Panel, click the One Touch icon in the Windows Notification Area, click the arrows to see Button 6, then click Button 6.
Scanning Scanning with sPDF or nPDF and Searching for Text Searchable PDF (sPDF) and Normal PDF (nPDF) are special forms of an Adobe PDF file. sPDF converts scanned text into the PDF format with text search and OCR capabilities. nPDF has those same features, plus you can edit the text in an nPDF image if you have a PDF editing program.The two PDF formats can also produce images with different image quality, so you may want to experiment with them to determine which is better for your scanned documents.
Scanning NOTE: Not all Destination Applications have the sPDF and nPDF options. The settings for the button (button 8 in this example) now show your page format selection. The page format icon is now set to the selection from the menu. 6. Choose a Scan Configuration. 7. Click OK. The One Touch Properties window closes. 8. Now scan with that button and the scanned document will be in the sPDF or nPDF format that was selected for the button. 9.
Scanning Scan and Burn to a CD If you have a CD burner attached to your computer, you can scan directly from your Xerox DocuMate 262i scanner onto a CD. This feature is available only on computers running Windows XP or Windows Vista. To scan and burn to a CD 1. Open the One Touch Properties window. 2. Using the arrows, choose a button to use for scanning and burning to a CD. 3. Select Burn to CD as the Destination Application. 4. Choose a Page Format and a Scan Configuration. 5. Click OK.
Scanning Scanning with Event Forwarding If you want to specify an application to use for scanning at the start of the process, you can use event forwarding. The scanner will feed in the first page, but will then stop until you select the application to use. To scan with event forwarding: 1. Open the One Touch Properties window. 2. Using the arrows, choose a button to use for the event forwarding. 3. Select Still Image Client as the Destination Application. 4. Click OK. 5.
Scanning Creating an HTML Web Page from Your Scanned Documents If you scan a document, whether a single page or multiple pages, you can have the pages converted directly to HTML formatted pages for posting directly to your web site. To scan and create an HTML web page: 1. Open the One Touch Properties window. 2. Using the arrows, choose Button 8, or any other button that has Microsoft Explorer as one of its Destination Applications. 3. Select Microsoft Explorer as the Destination Application. 4.
Scanning Transferring Scanned Documents to Storage With the Transfer to Storage scanning process, you can scan documents and save them in a folder in one step. The process is ideal for archiving documents without having to manually save or process them in any other way. If you choose a text format for the file format, the documents are also automatically converted by the OCR process into editable text and numbers before being stored. 1.
Scanning Scanning to Multiple Folders When archiving documents with the Transfer to Storage option, you can scan them to multiple folders. For example, one folder might be for “Business Receipts,” a second folder might be for “Personal Receipts,” and a third folder might be for “Annual Receipts.” To scan to multiple folders, you create multiple scan configurations with Transfer to Storage as the Destination Application, and assign each scan configuration to one of the scanner buttons.
Scanning 7. Click the Storage Options tab. 8. Click the Browse button. 9. Select the folder you created for storing the scanned documents. If you haven’t created the folder yet, you can click the Make New Folder button and type the name for the new folder. 10. Click OK. The selected folder will now be set as the Storage Location, such as “Business Receipts.
Scanning 11. Click Apply. The new configuration is now listed as a Transfer to Storage configuration. 12. Repeat the process to create additional new configurations, such as one named “Storage for Personal Receipts.” 13. Make sure to designate separate folders as the Storage Locations for the new configurations. You will now have multiple configurations set up for the Transfer to Storage destination, and each configuration scans documents to separate folders.
Scanning Scan to multiple storage folders: 1. Insert the documents you want to scan to storage. 2. Press the Destination Selector buttons on the scanner to get to one of the buttons set up for scanning to storage. 3. Press the Simplex or Duplex button to scan the documents. 4. When scanning is finished, insert the next set of documents and press the Destination Selector buttons to get to the next button you have set up for scanning. 5. Press the Simplex or Duplex button to scan the documents.
Scanning 7. Now start scanning using Button 7 (or other button you set up for archiving). When scanning is finished, the documents are saved in the text file format and in the location you specified. Checking the Hardware and Setting the Lamp Power Saving 1. Right-click on the One Touch icon and choose Show Hardware from the pop-up menu. You can also click the scanner icon at the top of the One Touch Button Panel. The Hardware icon.
Scanning 2. Click the Properties button. Your scanner has a built-in power saving feature that is set to power down after 15 minutes of idle time. You can change the time before the scanner powers down, from 1 minute to a maximum of 4 hours. 3. Click the arrows for the Lamp timeout setting and choose a time setting. To turn the lamp on and off manually without turning off power to the scanner, click the Lamp On or Lamp Off buttons. To return the scanner to its factory settings, click Reset Device.
Scanning with the TWAIN Interface Scanning with the TWAIN Interface Instead of using the scanner buttons or the One Touch Button Panel to scan, you can also scan from the TWAIN interface. The PaperPort application that you received with your scanner provides access to the TWAIN interface. This scanning method is particularly helpful when you’re already using PaperPort to file and save scanned items, or if you want to adjust scan settings prior to scanning.
Scanning with the TWAIN Interface Accessing the TWAIN Interface Each TWAIN-compliant software application has its own specific steps to open the TWAIN interface, but the basic process is the same for most of them. 1. Open an application that is TWAIN-compliant. 2. Use the application’s command that opens the TWAIN interface. For example, in PaperPort click on the Scan button then choose TWAIN: Xerox DocuMate 262i when prompted.
Scanning with the TWAIN Interface 1. Adjust the paper guides for the width of the item(s) your are scanning. 2. Load the documents or item into the scanner. Scan from the Input Tray—Load the documents face down with their tops into the Automatic Document Feeder. Scan from the Front Feed Tray—Place an item face up with its top pointing into the scanner onto the tray. 3. Adjust the settings in the TWAIN interface for the item you are scanning. 4. Click on the Scan button in the TWAIN interface. 5.
Scanning with the TWAIN Interface The options on the TWAIN interface are: • Mode—Select a scanning mode: Black&White to scan in black and white. Use this setting for letters, memos, and other black and white material. Grayscale to scan items such as documents containing drawings or black and white photographs. You can also scan a color document to turn its colors into gray shades. Color to scan magazine articles, photographs, and other color images in full color.
Scanning with the TWAIN Interface • Define page size—Click this option to activate the Define button. Then click the Define button to see the Define page size dialog box for selecting a specific page size. Click Standard, click the menu arrow and choose a page size from the list, or click Custom and enter the horizontal and vertical page dimensions in the boxes. The maximum size is 8.5" x 14". The units of measurement can be inches or millimeters.
Scanning with the TWAIN Interface Display the Device Configuration 1. Click the Xerox DocuMate 262i icon in the top right corner of the TWAIN interface. The Device configuration window opens and shows the information about your scanner. 2. Click the arrows for the Lamp timeout setting and choose a time setting. To turn the lamp on and off manually without turning off power to the scanner, click the Lamp On or Lamp Off buttons. To return the scanner to its factory settings, click Reset Device.
Scanning with the WIA Interface Scanning with the WIA Interface Microsoft Windows XP and Windows Vista include their own scanning interface—known as Windows Image Acquisition (WIA)—for acquiring images from scanners, digital cameras, and other digital devices. This section shows how to use Microsoft Paint to scan using the WIA interface, but you can use PaperPort and other Windows applications as well. NOTE: Duplex (two-sided) scanning is not available from WIA. To scan using WIA from Microsoft Paint: 1.
Scanning with the WIA Interface The Scan using Xerox DocuMate 262i window opens. Use this window to select scanning options and start the scan process. 3. Click the button most appropriate for the item you’re scanning. 4. Select a paper size from the Page Size list. 5. Click Preview to preview the image before scanning. The image is displayed on the right side of the window. NOTE: If you preview when scanning a stack of documents, the first page of the stack feeds through the ADF for the preview.
Scanning with the WIA Interface 8. The scanned images will appear in Microsoft Paint (or other WIA application you’re using). Fine Tuning Your Scans You can select new settings before you scan an item to fine tune exactly how you want to scan it. To select the scanner settings before you scan: 1. On the scan window, click Adjust the quality of the scanned picture.
Scanning with the WIA Interface The Advanced Properties dialog box opens. 2. Select the options for scanning. Brightness and Contrast—Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image. The Contrast setting does not apply to the setting Black and White picture or text. Resolution (DPI)—Click the menu arrow and choose the dots per inch (dpi) of the resolution. The maximum resolution is 600 dpi; the minimum is 75 dpi.
Scanning with the ISIS Interface Scanning with the ISIS Interface You can use the ISIS interface from QuickScan or any other application that will access the ISIS driver. Note that the ISIS interface for each application varies depending on the application. Please refer to that software application’s User Guide for instructions on scanning with the ISIS interface. Accessing the ISIS interface in QuickScan Open the QuickScan software to access the ISIS driver scanning options.
Maintenance Maintenance This section contains information on maintenance, troubleshooting, uninstalling, scanner specifications, and spare parts. Cleaning the Automatic Document Feeder You may need to clean the ADF feed mechanism if your documents do not feed easily into the ADF, or several feed in at the same time. To clean the ADF: 1. Dampen a soft cloth with some Isopropyl rubbing alcohol (95%). 2.
Maintenance Clearing Paper Jams If your scanner stops scanning due to a paper jam in the Automatic Document Feeder, a warning dialog box opens after a few moments. To clear a paper jam: 1. Press the ADF cover release on the top-left of the scanner body to open the Automatic Document Feeder cover. 2. Remove the jammed paper and close the cover. To reduce the number of paper jams, smooth and straighten the paper before scanning and adjust the guides to the paper size.
Maintenance Replacing the ADF Pad Assembly The ADF pad may wear out and is designed to be a user-replaceable part. Problems with documents feeding into the ADF is an indication that the pad is wearing thin. See the “Xerox DocuMate 262i Scanner Parts List” on page 94 for ordering information. To replace the ADF Pad assembly: 1. Press the ADF cover release on the top left of the scanner body to open the Automatic Document Feeder cover. 2.
Maintenance Troubleshooting In addition to the troubleshooting information contained in this section, please see the Readme file on your installation CD. The Readme file contains additional information that may help you diagnose problems with the scanner. If you try the troubleshooting procedures described in this section and in the Readme file, and the scanner still has problems, you may have a malfunctioning scanner. Refer to the technical support card that you received with your scanner.
Maintenance Problem: I got the error message: PaperPort cannot allocate enough memory to perform internal critical operations. What do I do? Close any other active applications so that additional memory is available. If you click Continue, PaperPort moves the file to the PaperPort data directory and renames the file with the prefix “bad”. This allows you to recover the file later. To recover the file, you can import it into PaperPort by using the Import command in the File menu.
Maintenance Error Code Problem Description Solution Scanner is not connected to the computer. (The LED does not flash “E” and the status light remains blue.) A cable may be loose. Check that the scanner’s cables are correctly attached to the computer. If the scanner still does not connect, re-boot the computer. 4 or 5 The scanner lamp is either turned off or the lamp has not warmed up enough to initiate scanning. In the One Touch hardware properties turn the scanner lamp on.
Maintenance Uninstalling Your Scanner To uninstall the Xerox DocuMate 262i scanner, remove the scanner software, PaperPort, or any other scanning software provided with the scanner. Uninstalling the Scanner and One Touch Software 1. On the Windows taskbar, click Start, point to Settings, then click Control Panel. 2. Windows 2000 and Windows XP: Double-click the Add/Remove Programs icon. Windows Vista: Double-click the Programs and Features icon. 3. From the list of programs, select One Touch 4.0.
Maintenance To Install Another Driver Before you can install another driver for your scanner, you must remove the currently installed driver first. Then the new driver can be installed. 1. Uninstall the One Touch 4.0 driver. a. Open the Windows Control Panel. b. Windows 2000 and XP: Double-click on Add/Remove Programs. Windows Vista: Double-click on Programs and Features. c. Select One Touch 4.0 then click on the Remove button. d.
Maintenance Xerox DocuMate 262i Scanner Specifications Optical resolution Bit depth Maximum page size Minimum page size Scan method ADF specifications Scanning Speed Capacity Paper Thickness Front Feed specifications Maximum item size Minimum item size Item thickness Light source Interface Scanner dimensions Height Width Length Weight Operating temperature Relative humidity Power adaptor 600 x 1200 dpi 48-bit color (internal) 8.5” x 28” 3.
Maintenance Xerox DocuMate 262i Scanner Parts List Please use the following part names and numbers when ordering replacements for your scanner.
Appendix A Notices Section 1: Safety Introduction Notices and Safety Please read the following instructions carefully before operating the machine and refer to them as needed to ensure the continued safe operation of your machine. Your Xerox product and supplies have been designed and tested to meet strict safety requirements. These include safety agency evaluation and certification, and compliance with electromagnetic regulations and established environmental standards.
Section 3: Operational Safety Information Your Xerox equipment and supplies have been designed and tested to meet strict safety requirements. These include safety agency examination, approval, and compliance with established environmental standards. To ensure the continued safe operation of your Xerox equipment, follow these safety guidelines at all times: Do These • Always follow all warnings and instructions that are marked on or supplied with the equipment.
Section 4: Electrical Information Warning - Electrical Safety Information 1. The power receptacle for the machine must meet the requirements stated on the data plate on the rear of the machine. If you are not sure that your electrical supply meets the requirements, please consult your local power company or an electrician for advice. 2. The socket outlet shall be installed near the equipment and shall be easily accessible. 3. Use the power cable that is supplied with your machine.
Section 5: Emergency Power Off If any of the following conditions occur, turn off the machine immediately and disconnect the power cable(s) from the electrical outlet(s). Contact an authorized Xerox Service Representative to correct the problem: • The equipment emits unusual odors or makes unusual noises. • The power cable is damaged or frayed. • A wall panel circuit breaker, fuse, or other safety device has been tripped. • Liquid is spilled into the machine. • The machine is exposed to water.
Section 8: Regulatory Information Certifications in Europe The CE mark applied to this product, symbolizes XEROX’s declaration of conformity with the following applicable European Union Directives, as of the dates indicated: December 12, 2006: Council Directive 2006/95/EC as amended. Approximation of the laws of the member states related to low voltage equipment. December 31, 2004: Council Directive 2004/108/EC as amended.
Perchlorate Material - This product may contain one or more Perchloratecontaining devices, such as batteries. Special handling may apply, please see: http://www.dtsc.ca.gov/hazardouswaste/perchlorate/.
Section 10: Ilegal Copies USA Congress, by statute, has forbidden the reproduction of the following subjects under certain circumstances. Penalties of fine or imprisonment may be imposed on those guilty of making such reproductions. 1.
7. Immigration Papers. 8. Draft Registration Cards. 9. Selective Service Induction Papers that bear any of the following Registrant’s information: Earnings or Income Dependency Status Court Record Previous military service Physical or mental condition Exception: U. S. Army and Navy discharge certificates may be photographed. 10. Badges, Identification Cards, Passes, or Insignia carried by military personnel, or by members of the various Federal Departments, such as FBI, Treasury, etc.
The above list is provided for your convenience and assistance, but it is not all inclusive, and no liability is assumed for its completeness or accuracy. In case of doubt, consult your solicitor. Other Countries Copying certain documents may be illegal in your country. Penalties of fine or imprisonment may be imposed on those found guilty of making such reproductions.
104 DocuMate 262i Scanner User’s Guide
Index A ADF cleaning 85 ADF pad 94 replace 87 Advanced Properties 83 Advanced Settings Tab 40 Applications Adobe® Acrobat® Reader® 15, 16, 63 Kofax® VRS® 15 Microsoft Paint 80 OmniPage® 15, 47, 53, 60 QuickScan™ 15, 84 AutoCrop to Original 38, 77 AutoRotate image 41 AutoScan on document insertion 78 B Black&White 37, 77 BMP 50 Brightness 37, 77, 83 Burn to CD 48, 64 C Color 37, 77 Color Filter 39, 77 Comma Delimited 52 Configure Before Scan 57, 74 Contrast 37, 77, 83 Create copies 56 Create Single Image F
Index L Lamp timeout setting 73, 79 LED Error Codes 89 M Microsoft Internet Explorer 66 Multi Function tab 55 N nPDF 35 Normal PDF 53, 62 O OCR storage 71 OCR button 61 On/Off Switch 12 One Touch 18 Button settings 35 Default settings 32 Icon 17, 33 OCR 61 OmniPage 60 Properties 34, 36, 44 Rename Button 54 One Touch Button Panel 67 One Touch icon 31 Online help 3 Online updates 17 Optical Character Recognition OCR 51, 60, 71 Options tab 34, 54 P Page Settings Tab 38 Page size 38 Paper clips 19 Paper ja
Index T Text Applications Properties 45 Text Editors 55 HTML Scanning 66 Text File Formats 51 TIFF 50 Transfer to Storage 67 File location 67 Multiple locations 68 Properties 48 Troubleshooting 88 TWAIN 9, 18, 57, 65 Options 77 TWAIN standard 74 TXT 52 U Uninstall Software 91 USB port 12 Use enhanced folder browser 56 W WIA 80 Windows Image Acquisition (WIA) 9, 18, 57, 80 Word Document 52 X XLS 52 DocuMate 262i Scanner User’s Guide 107
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