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5

Preface

This guide shows you how to use PaperPort and PaperPort Deluxe
software from ScanSoft, Inc. Please read this preface for information
about the following items:

•

related information

•

technical support

Please note that this manual is designed for readers who are already
familiar with the operation of their computers, peripheral equipment
(scanners, digital cameras, printers), and the Windows operating
system.

R

ELATED

I

NFORMATION

While this guide is enough to get you started, take advantage of the
variety of other information that is available:

Web.

Visit ScanSoft’s Web site at www.scansoft.com where you can find

Technical Notes, Frequently Asked Questions (FAQs), software updates,
and more. For a quick way to access information on the Web site,
choose a category from the Internet menu.

CD.

Access the CD, your source for installing additional software that

works with the PaperPort software and for viewing the online
documentation.

Help.

Get help fast. Everything you want to know about PaperPort—

how to procedures, dialog box reference, and troubleshooting advice.

Scanner or other peripheral device documentation.

Consult the

documentation that came with your scanner, multi-function printer,
digital camera, or other image-capture device.

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Summary of Contents for PaperPort

Page 1: ......

Page 2: ...Working with PaperPort and PaperPort Deluxe F O R W I N D O W S ...

Page 3: ...hed under a licensing agreement The software may be used or copied only in accordance with the terms of such an agreement It is against the law to copy the software on any medium except as specifically allowed in the licensing agreement No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information stor...

Page 4: ...PaperPort item to text 15 Filing items in folders 16 Adding Folders to the Folder View PaperPort Deluxe only 17 Filing items in folders by using Desktop View 19 Creating a new folder 20 Using Windows Explorer to manage items 20 Capturing Web pages PaperPort Deluxe only 22 Annotating a page 24 Adjusting pictures 25 Improving pictures automatically 25 Adjusting a picture yourself 26 Finding Items 29...

Page 5: ...iv ...

Page 6: ...r information that is available Web Visit ScanSoft s Web site at www scansoft com where you can find Technical Notes Frequently Asked Questions FAQs software updates and more For a quick way to access information on the Web site choose a category from the Internet menu CD Access the CD your source for installing additional software that works with the PaperPort software and for viewing the online ...

Page 7: ...pert Reasoning methodology FastTrack delivers intuitive self service via the Internet and allows you to successfully resolve your problems online 24 hours a day seven days a week Software downloads product upgrades and product updates are also available in FastTrack If you still cannot resolve your problem contact ScanSoft Technical Support Make a note of the following information to help in solvi...

Page 8: ...P 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 With PaperPort Deluxe the thumbnails of both PaperPort and non PaperPort items show actual images of the items Non PaperPort items also...

Page 9: ...d comments highlight or circle information or add a picture to a PaperPort item The Command Bar has shortcuts for choosing menu commands such as changing views Use the Folder View to navigate between differ ent folders and to file and organize items Thumbnail of a PaperPort item The Link Bar has icons that represent other applications and functions that work with PaperPort The icons vary depending...

Page 10: ...Port item or select a non PaperPort item and then click the Page button on the Command Bar Note You can set a preference in Page View that lets you open multiple Page View windows at the same time For more information about preferences see the online Help The Command Bar has shortcuts for menu commands The Annotation toolbar has tools for adding notes highlighting ar eas cutting and pasting a sele...

Page 11: ...ouble Click Action preference so that the item appears in Page View when you double click it For more information see the online Help CREATING STACKS With PaperPort you can electronically organize PaperPort items including captured Web pages into stacks in much the same way that you do with paper documents A stack is a PaperPort item with multiple pages You cannot stack non PaperPort items However...

Page 12: ... item that you want to stack This example shows stacking a Cover Letter on the Spring Vol 42 newsletter Cover Letter Spring Vol 42 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 4 Repeat Steps 1 through 3 until you finish creating the stack Cover Letter Spring Vol 42 Cover Letter Spr...

Page 13: ...link to other types of applications To send items to other applications you use the Link Bar located at the bottom of the PaperPort Desktop window The Link Bar automatically displays link icons for applications installed on your computer and supported by the PaperPort software such as electronic fax e mail image editing and word processing applications 1 Select the stack 2 Click the left arrow of ...

Page 14: ...m your computer must have a fax modem and fax software To attach an item to an e mail message you need an e mail account and e mail software To fax an item from Desktop View Note You can change the link application preferences by choosing Link Preferences from the Edit menu For more information see the online Help 1 Select the item to fax 2 Drag the item onto the fax link icon on the Link Bar You ...

Page 15: ... 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 Note When you send an item as an e mail message you can make the message self viewing Recipients of the e mail message can view the attach...

Page 16: ...n edit the file by using a word processing application such as Word To convert a PaperPort item to text from Desktop View 1 Select the PaperPort item to convert It can be a single page or a stack 2 Drag the item onto the word processing link icon on the Link Bar You can also just click the word processing link icon 3 When the word processing link icon is highlighted release the mouse button The OC...

Page 17: ...rs or attached devices such as Zip disks or external hard drives to the Folder View 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 4 When the conver...

Page 18: ... from the File menu The Add to Folder View dialog box appears It shows the same device and folder information that you see in Windows Explorer 2 Select the folder on a drive or disk that you want to add to Folder View and click OK The folder and its subfolders appear in the Folder View and items in the added folder appear on the Desktop An icon identifies the folder as an added folder In addition ...

Page 19: ...menu 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 Newsletters folder which is located in the Articles folder ...

Page 20: ...luxe only the item is placed in the location that is currently selected in Desktop View For example if the Articles folder is selected and its items appear in Desktop View then a scanned item is placed in the Articles folder 1 Click an item to select it Use Ctrl click to select multiple items 2 Drag the selected item onto a folder 3 When the folder is highlighted release the mouse button To open a...

Page 21: ... Desktop View You can also use Windows Explorer to complete changes such as retitling a folder and filing items in different folders The changes you make in Windows Explorer are directly reflected in Desktop View Likewise any changes you make in Desktop View are visible in Windows Explorer 1 Click the location in which you want to add a folder 2 From the File menu choose New and then Folder 3 Type...

Page 22: ...plorer 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 ...

Page 23: ... It displays thumbnail views of these web documents on the PaperPort Desktop BookMark Express also places a Web Capture command directly in the Favorites menu of your web browser With 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 the...

Page 24: ...rnet 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 select the Web Capture command 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 Upd...

Page 25: ...playing an item in Page View and using the Annotation toolbar All the annotation tools are used in the same manner therefore this section shows only how to use one tool For more information about each tool and how to use it see the online Help To add an annotation Note In Desktop View PaperPort displays small icons such as an arrow or yellow note on a page s thumbnail for each annotation 1 In Page...

Page 26: ...lyzes a picture and tries to improve that picture PaperPort s sophisticated internal system can automatically adjust the color brightness and contrast to produce a good picture AutoFix Picture works well to improve poor quality pictures Note The Image Editing tools work only with PaperPort items A quick way to convert an image to a PaperPort item is to right click the image and then choose Duplica...

Page 27: ...select one of the options such as the Color option and then adjust just the color All the sample pictures adjust relative to the center picture You can either select the sample picture you like best and save it or adjust the picture again You can also click Undo All Changes and Undo Last Change to undo changes 1 Display the picture in Page View 2 Click the AutoFix Picture tool on the ImageEditingt...

Page 28: ...the color picture in Page View 2 Click the Adjust Picture tool on the Image Editing toolbar Current picture This pic ture has a dark blue border and appears in the center of the Adjust Picture dia log box Options to change col or brightness contrast or tint Adjustment slider for changing samples Original picture ...

Page 29: ...eopen the dialog box the default settings appear 3 Select the Color option 4 Drag the slider to the left for less color or to the right for more color PaperPort adjusts all eight sample pictures 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 5 choosing another setting 7 After you finish ...

Page 30: ...nia or the phrase California coast SimpleSearch can find the item containing that word or phrase To find an item 1 In Desktop View choose Find Item from the Search menu 2 In the Search For field enter text to identify the item 3 Select one or more checkboxes such as Content or Keywords to identify where to search for the text 4 Select the buttons to find just the first item or all items that have ...

Page 31: ... steps to use ScanDirect are the same for each application icon The following example shows how to set the preferences for Photoshop scan an item and open that item in Photoshop To use ScanDirect Note To scan an item with your PaperPort flatbed scanner and send it to ScanDirect you use the PaperPort Scan Manager dialog box For more information see the online Help 1 On the Windows desktop double cl...

Page 32: ... 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 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...

Page 33: ...e 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 The A symbols indicate fields filled with text annotations 1 Place a form in Desktop View for example such as by scanning the form 2 Select the form and then click the FormTyper link FormTyper analyzes the for...

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