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Filing Items in Folders

PaperPort’s filing system with folders is similar to the filing system that 
you use with Windows, except the PaperPort folders are only for items 
scanned or imported to the PaperPort Desktop. 

This chapter shows how to:

Store items in folders

Create new folders

Give folders titles

Store folders in folders

See the contents of folders

Find an item in a folder

Summary of Contents for DRAGON NATURALLYSPEAKING PROFESSIONAL 4-

Page 1: ...Application 7 Scan to Get the Best Image 8 Organize Items in Personal Folders 8 Use SimpleSearch to Find an Item 9 Import Items from Other Applications 10 Export Items in Other Formats 11 View PaperP...

Page 2: ...as a Fax 36 Sending a Scanned Item with an E Mail Message 38 Chapter 6 Using ScanDirect 41 Starting ScanDirect 41 The ScanDirect Control Panel 43 Using ScanDirect An Example 44 Running PaperPort and...

Page 3: ...ighter 71 Freehand 71 Arrow 72 Displaying and Hiding Annotations 73 Printing Items 74 Chapter 10 Filing Items in Folders 75 Dragging and Dropping Items into Folders 76 Creating New Folders 77 Giving F...

Page 4: ...vi TABLE OF CONTENTS...

Page 5: ...rom a variety of sources as shown in this figure EXPLORE PAPERPORT One Minute Guide An online tour of PaperPort features This Getting Started Guide The fastest way to get acquainted with PaperPort and...

Page 6: ...lso read this chapter to see what s new in the PaperPort software The whole idea behind the PaperPort software is to help you work more quickly and efficiently with paper items scanned into your compu...

Page 7: ...ample of how the tools can be used COMBINE ITEMS INTO STACKS Many items that you scan will probably be more than one page You can combine the individual pages into a multipage item called a stack For...

Page 8: ...se a link you drag an item onto one of the icons Then that link s application starts and you can use it with the scanned item A typical use of the Link Bar is to scan an item and fax it This sample sh...

Page 9: ...Using the Netscape Navigator e mail link you can scan an item and send it as an e mail attachment over the Internet This means that you can send your scanned items worldwide to anyone who has Interne...

Page 10: ...TED FORM A built in PaperPort application named FormTyper is designed specifically for filling in the fields on a preprinted form such as an insurance form registration card or tax form which often as...

Page 11: ...s another built in application called ScanDirect that you can use to send a scanned item directly to an application without opening PaperPort This is a real time saver if you use one linked applicatio...

Page 12: ...xt or for special items such as business cards graphics and photos You can also customize the software s scan settings The following sample shows the Scan Settings ORGANIZE ITEMS IN PERSONAL FOLDERS P...

Page 13: ...nus symbol shows that the other folders are visible USE SIMPLESEARCH TO FIND AN ITEM The PaperPort software has a wide range of options for finding scanned items In addition to the standard methods of...

Page 14: ...e phrase elegant scanning in your scanned items IMPORT ITEMS FROM OTHER APPLICATIONS In addition to scanning items you can bring items into PaperPort in several different ways Print to the PaperPort D...

Page 15: ...t items without PaperPort PaperPort Viewer is available for free on CompuServe America Online and the Visioneer web site at http www Visioneer com You can also send PaperPort Viewer to someone else by...

Page 16: ...tem in Desktop View and click the right mouse button to display a menu for the item You can choose commands from that menu instead of the menus in the menu bar The following sample shows the shortcut...

Page 17: ...include newspaper clippings reports magazine articles brochures letters memos receipts canceled checks business cards and photos PaperPort has special scan settings for a variety of different items so...

Page 18: ...kfj lkjl dnlnlvnl fkm sk fsdfksj df lkjlkdsjlsdlsd sdldslkjsflkjfslkksd kd lsk v lsd dsl slk sdfsls kdldlllkdlkdlklksd dlkdlkjdlkjlklklkldskldsk dlkdlkflkflkflksldsldfjflk fl kdlkdlkdlksldskdslkjsdlk...

Page 19: ...gh the feed slot In addition the PaperPort software has special scan settings for reading the smaller print on business cards or for scanning photographs To scan a business card or photo with a PaperP...

Page 20: ...e the item appears on the PaperPort Desktop Make sure the Scan Settings tab is selected 4 If you are scanning a business card select the option Filing Business Cards When scanning photos select Storin...

Page 21: ...SS CARD OR PHOTO 17 Initially a newly scanned item will be named Untitled To give the item a title see Giving Titles to Items and Stacks on page 32 NOTE Remember to reset the scan settings if you are...

Page 22: ...e items in other formats using the Export command You can use the Export command to save items As backup copies If you want to delete an item from the PaperPort Desktop but use it later on In another...

Page 23: ...ing PaperPort s two views for displaying scanned items Desktop View and Page View you can see either the thumbnails of the items in a folder or a full page that you can read This chapter explains the...

Page 24: ...and then clicking the Scan Settings tab in the PaperPort Preferences dialog box The Command Bar appears in both Desktop View and Page View Folders You can store items in the folders to organize them P...

Page 25: ...ons that work with PaperPort The icons include links for sending a scanned item as a fax or an e mail attachment reading text from a scanned item into a word processing program entering data into a pr...

Page 26: ...nd so forth See Chapter 9 Annotating a Page for examples of annotations and how to use the tools Status Bar The Status Bar shows information about the page being displayed SWITCHING BETWEEN DESKTOP VI...

Page 27: ...the PaperPort Preferences dialog box where you can set the scan settings customize the PaperPort Desktop and folders choose options for importing and exporting files calibrate the scanner and change...

Page 28: ...ge Arrange the items on the PaperPort Desktop USING THE COMMAND BAR IN PAGE VIEW Several of the buttons that appear in Desktop View also appear in Page View However because Page View displays a single...

Page 29: ...can button appears if you are using the PaperPort software with another non PaperPort scanner Clicking the Scan button starts the scanning on the other scanner The other button that can appear on the...

Page 30: ...T a b l e o f C o n t e n t s 26 CHAPTER 3 VIEWING ITEMS...

Page 31: ...n much the same way that you do with paper documents A stack is a PaperPort item with multiple pages Expense reports contracts memos letters presentations and other business materials are often two or...

Page 32: ...er pages stacks onto other stacks pages onto stacks and stacks onto pages You can also use the Stack button on the Command Bar to stack items Select them in the order that you want them stacked and cl...

Page 33: ...r dark line around an item indicates that it is selected To deselect the item click another item or click anywhere else in Desktop View To select multiple items Click each thumbnail while holding down...

Page 34: ...xt Page Or use the Go To Page command from the Page menu to move directly to any page in the stack Clicking the middle of the Page Navigator it says 1 of 2 in the sample above is a shortcut for choosi...

Page 35: ...k replace those pages with new ones or delete them from the stack without disturbing the rest of the pages You unstack pages in Desktop View To unstack a single page 1 Select the stack in Desktop View...

Page 36: ...0 characters long such as Smithers Contract or Letter to Dr Adams The more descriptive the title the easier it is to quickly find the item you want You can also give titles to stacks to help identify...

Page 37: ...top View To change a title in Page View choose Change Title from the File menu The stack title is in boldface type The page title is in normal type As you flip through the pages each page s title appe...

Page 38: ...T a b l e o f C o n t e n t s 34 CHAPTER 4 STACKING ITEMS...

Page 39: ...can annotate the item using PaperPort s annotation tools The annotations can be turned off before the item is sent in case you don t want someone to see your comments on it See Chapter 9 Annotating a...

Page 40: ...send scanned items as faxes your computer will need A fax modem Fax software To send a scanned item as a fax from Desktop View 1 Select the item to fax 2 Drag the item onto the fax link icon on the L...

Page 41: ...tead of using the fax link icon you can also choose Links from the File menu and then choose the name of your fax software To send a scanned item as a fax from Page View 4 When your fax software start...

Page 42: ...does not appear on the Link Bar SENDING A SCANNED ITEM WITH AN E MAIL MESSAGE To send items as attachments to e mail messages your computer will need An e mail account typically over a network or mod...

Page 43: ...so choose Links from the File menu and then choose the name of your e mail or Internet e mail software The software will open and you can send the item as an attachment to an e mail message To send a...

Page 44: ...T a b l e o f C o n t e n t s 40 CHAPTER 5 SENDING A FAX OR E MAIL MESSAGE...

Page 45: ...soon as the item is scanned your fax software starts and the item is ready to send This chapter shows how to start ScanDirect explains its features and uses an example that describes how to use the Sc...

Page 46: ...dow hides the ScanDirect Control Panel click the ScanDirect icon on the taskbar to bring the Control Panel to the front To close or minimize ScanDirect The ScanDirect icon appears on the taskbar 4 Cli...

Page 47: ...elect which application the scanned items are sent to when scanned Notice that the first icon is for PaperPort Clicking this icon sends the item to PaperPort Help Button Click to see the ScanDirect he...

Page 48: ...click the Finish button PaperPort will start the application as soon as the single page is scanned 1 Click the fax icon on the Control Panel 2 Click the button you want for scanning a single page or...

Page 49: ...act if both ScanDirect and PaperPort are running simultaneously a scanned item will be sent directly to the application selected on the ScanDirect Control Panel before being sent to PaperPort For exam...

Page 50: ...T a b l e o f C o n t e n t s 46 CHAPTER 6 USING SCANDIRECT...

Page 51: ...software After scanning an item you can simply OCR it and then work with the converted text in your word processing application If you already own OCR software you can use either it or PaperPort s bu...

Page 52: ...For that reason you should always try to scan clean copies when planning to use PaperPort s OCR feature Also you should carefully check the converted document to correct any mistakes that the OCR app...

Page 53: ...the steps for using PaperPort s built in TextBridge OCR software and sending the converted text directly to a word processing application in this case Word If you have other OCR software on your comp...

Page 54: ...nstack the page first and then convert it Instead of using the word processing link icon you can also choose Links from the File menu and then choose the name of your word processing software The conv...

Page 55: ...text on an Internet web page To convert an item to text from Page View The OCR conversion begins If the item is a stack all of its pages are converted To convert a single page of a stack unstack that...

Page 56: ...to text The result will be a lot of unrecognized characters on the page because the software can t match text characters with graphics In that case select those portions of the page that contain only...

Page 57: ...XT 53 4 From the Edit menu choose Copy As Text 5 The OCR progress window shows that the conversion is taking place The selected text is copied to the Clipboard 6 Open the application where you want to...

Page 58: ...dsheet from Desktop View This sample shows Microsoft Excel as your spreadsheet application but you could drag the spreadsheet onto any other spreadsheet icon on the Link Bar Instead of using the sprea...

Page 59: ...vert an item from Page View except choose the name of the spreadsheet application instead of the word processor application 4 When the conversion is complete the spreadsheet application opens and you...

Page 60: ...T a b l e o f C o n t e n t s 56 CHAPTER 7 CONVERTING A SCANNED ITEM TO TEXT...

Page 61: ...name address and telephone number In the past you had to use a typewriter or a ballpoint pen to manually fill in the fields on preprinted forms With the Visioneer FormTyper application you can enter d...

Page 62: ...FormTyper window opens The fields are underlined in blue and the cursor is at the first field to be filled in To fill in a form from Page View choose Links from the File menu and then choose Visionee...

Page 63: ...e to PaperPort Desktop command another PaperPort application such as PaperPort for Macintosh cannot read the form Use the Save to PaperPort Desktop command only if you don t want to keep an original c...

Page 64: ...next page Click the middle of the navigator that says 2 of 3 in this example to see the Go To Page dialog box Zoom Navigator Click the Plus magnifying glass to enlarge the image of the form Click the...

Page 65: ...nce the filled in form is saved to the PaperPort Desktop you can print it as you would any other scanned item To print the filled in form 1 Select the filled in form 2 Drag the form onto the Printer l...

Page 66: ...T a b l e o f C o n t e n t s 62 CHAPTER 8 FILLING IN PREPRINTED FORMS WITH FORMTYPER...

Page 67: ...arkers add post it notes and circle text with a pen or pencil With PaperPort you can use these methods but in electronic form This chapter shows how to Select move and resize annotations Cut copy past...

Page 68: ...otations because they appear as small symbols on the thumbnails Selection Select an area to copy cut paste or crop Sticky Note Add a note just like a post it note Freehand Circle or under line importa...

Page 69: ...L SAMPLES The following examples show how to use the annotation tools POINTER Use the Pointer tool to select annotations on a page Annotations must be selected to move resize or edit them 1 Click the...

Page 70: ...another application or your signature for use on a form letter 1 Click an annotation to select it 2 To move the annotation put the pointer inside the selected area and drag the annotation to a new pl...

Page 71: ...to another in Page View The copied image is pasted onto the receiving page you can then move the image into place From Page View to the PaperPort Desktop A new item is created on the Desktop with the...

Page 72: ...ark up note but copied text cannot be pasted directly to a thumbnail on the PaperPort Desktop NOTE Another copy and paste option is the Copy AsText command in the Edit menu PaperPort converts the sele...

Page 73: ...quickly scroll an image up down left or right To use the Pan tool 2 When you release the mouse button the PaperPort software straightens the whole page along the line you drew 1 Put the hand pointer o...

Page 74: ...page 2 Type the note in the text box that appears As you type the note the box expa nds to fit the amount of text The insertion point is ready for you to begin typing 1 To collapse all the sticky not...

Page 75: ...and marks for example circle text or underline important sentences To draw freehand lines on a page 1 Click the page where you want to type text 2 Type a line of text The Mark Up tool is for typing a...

Page 76: ...oose Line Width from the Annotations menu and then choose a new width Existing lines will not be affected NOTE Changing the line width affects both the Arrow tool and Freehand tool ARROW Use the Arrow...

Page 77: ...eature is especially useful if you want to print or fax an item but don t want to include the annotations To display or hide annotations 1 In Page View choose Show Annotations from the Annotations men...

Page 78: ...nt an item You can also print by choosing Print from the File menu 1 Select the item It can be a single item or a stack 2 Drag the selected item onto the Printer link icon on the Link Bar You can also...

Page 79: ...s similar to the filing system that you use with Windows except the PaperPort folders are only for items scanned or imported to the PaperPort Desktop This chapter shows how to Store items in folders C...

Page 80: ...to the list give them new titles store folders within folders and change their colors DRAGGING AND DROPPING ITEMS INTO FOLDERS The easiest way to move an item into a folder is by dragging and dropping...

Page 81: ...FOLDERS You can add new folders to the main list or add a folder within a folder to create a sublist of folders Each sublist can contain up to 100 folders and each folder can have up to five sublists...

Page 82: ...in list of folders To add a folder within another folder click the folder instead of the PaperPort Desktop Choose New Folder from the File menu and type a title for the new folder 1 Click PaperPort De...

Page 83: ...er and cannot be renamed To give a folder a new title You can also select the folder and choose ChangeTitle from the File menu DRAGGING AND DROPPING FOLDERS INTO FOLDERS Folders can be stored in other...

Page 84: ...ders you can give each new one its own title If the folder being duplicated already contains items they re duplicated too To drag and drop one folder into another You can tell when a folder has other...

Page 85: ...ll of the scanned items stored in that folder Opening one folder closes the other open folder To see the items in a folder To see the folders within a folder 1 Click a folder to see the items in it Yo...

Page 86: ...pleSearch to find an item in a folder Clicking the Options tab in the dialog box displays several options for using SimpleSearch including whether you want PaperPort to match the exact phrase you re l...

Page 87: ...that PaperPort is still in the process of reading the textual content of some scanned items and creating the index of their words and phrases Normally if you wait a few moments PaperPort finishes the...

Page 88: ...T a b l e o f C o n t e n t s 84 CHAPTER 10 FILING ITEMS IN FOLDERS...

Page 89: ...end that e mail message to the recipient The PaperPort CD includes PaperPort Viewer for Windows See the installation guide that you received with your PaperPort scanner for instructions about installi...

Page 90: ...T a b l e o f C o n t e n t s 86 APPENDIX A PAPERPORT VIEWER...

Page 91: ...D data entering on a form 58 deselect an item 29 Desktop button 23 Desktop View 2 20 31 annotations 64 Command Bar 23 e mail 38 folders 76 81 switch to 23 titles 33 drag and drop create a stack 28 fol...

Page 92: ...stacking 31 L letter signature on 67 line width 72 Line Widths command 72 Link Bar 4 7 11 20 21 74 link creating manually 4 Links menu 35 37 39 50 54 58 M Mark Up tool 71 minus sign folders 80 N Netsc...

Page 93: ...page button 43 scroll arrows 43 starting 41 scroll quickly 69 search for item 9 select an item 29 Selection button 52 Selection tool 66 Settings button 23 shortcuts right mouse button 12 signature co...

Page 94: ...e n t s 90 INDEX V Viewer PaperPort 85 Visioneer web site 11 85 W Windows taskbar 42 WinFax PRO 37 38 word processing application 50 link icon 49 writing notes 70 Z Zoom In button 25 Zoom Navigator 6...

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