Visioneer VISUAL EXPLORER - GETTING STARTED GUIDE FOR WINDOWS User Manual Download Page 1

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Visioneer

Visual Explorer

User’s Guide

F O R W I N D O W S

Summary of Contents for VISUAL EXPLORER - GETTING STARTED GUIDE FOR WINDOWS

Page 1: ...Visioneer Visual Explorer User s Guide F O R W I N D O W S...

Page 2: ...isioneer will repair or at its option replace the product at no charge to you provided you return it postage prepaid with proof of your purchase from the original reseller during the 12 month period a...

Page 3: ...0 Chapter 2 Viewing Items 11 Viewing items in Desktop View 12 Using Desktop View 13 Using the Command Bar in Desktop View 14 Viewing items in Page View 15 Using Page View 18 Using the Command Bar in P...

Page 4: ...drag and drop to create stacks 42 Selecting and deselecting items 44 Giving titles to items and stacks 44 Moving between stacked pages 47 Unstacking items 48 Tiling items 49 Chapter 5 Capturing Web P...

Page 5: ...Pointer 76 Selection 77 Eraser 78 Straighten Page 79 Pan 80 Note 81 Mark Up 82 Highlighter 82 Freehand 83 Arrow 83 Picture 84 Displaying and hiding annotations 86 Chapter 9 Importing Exporting and Pr...

Page 6: ...vi TABLE OF CONTENTS...

Page 7: ...ww visioneer 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 use the Internet menu Getting Starte...

Page 8: ...esent non PaperPort items items created using another application such as Microsoft Word Both types of items appear no extra steps are necessary to see non PaperPort items Page View displays a close u...

Page 9: ...view A folder can be located any where on your computer or on a device attached to your computer such as an external drive or Zip disk You cannot view items on a network An item can be a PaperPort it...

Page 10: ...click a folder its items both PaperPort MAX files and other files appear on the Desktop You can also use Windows Explorer to manage the folders and items shown in Desktop View Folder View A folder add...

Page 11: ...TO STACKS 5 COMBINE ITEMS INTO STACKS Many items that you place on the Desktop will probably be more than one page You can combine individual PaperPort items into a multipage item called a stack A sin...

Page 12: ...ER APPLICATIONS Visual Explorer automatically recognizes other supported applications on your computer and creates a working link to them The Link Bar at the bottom of Desktop View shows icons of link...

Page 13: ...is example shows dragging and dropping an item onto the fax link icon When the fax link icon is highlighted release the mouse button Your fax application starts and you can send the item as a fax E MA...

Page 14: ...s based on the textual content For example if you only remember that the item included the word California or the phrase California coastal tours SimpleSearch can find the item containing that word or...

Page 15: ...t item Capture a Web page EXPORT ITEMS IN OTHER FORMATS You can export or save PaperPort items in several popular file formats such as BMP JPEG TIFF or self viewing For example to create a file for an...

Page 16: ...en you re viewing an item in Page View VISIT VISIONEER S WEB SITE You can use the Visual Explorer software to connect to different areas on Visioneer s Web site www visioneer com on the Internet The s...

Page 17: ...ew displays a close up of a single page You can view both PaperPort items and non PaperPort items in Page View Desktop View and Page View are separate applications that you can run independently or at...

Page 18: ...tcuts for choosing menu commands such as changing views Use Folder View to navigate between different folders and to file and organize items Thumbnail of a PaperPort item The Link Bar has icons that r...

Page 19: ...e or CD After you add a folder to Folder View you can see all of its subfolders and items both PaperPort and non PaperPort in Desktop View You can also work with the folders and items such as moving c...

Page 20: ...with PaperPort The icons include links for sending an item as a fax or an e mail attachment The icons that appear depend on the applications installed on your computer Use the scroll arrows on the Lin...

Page 21: ...w 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 non PaperPort items With PaperPort items and the annotation tools you can add...

Page 22: ...iew In Desktop View Shift double click a non PaperPort item or click the non PaperPort item and then click the Page icon on the Command Bar Tip You can also double click a PaperPort item in Windows Ex...

Page 23: ...s by using the application that created them For information about changing the preference that controls the double click action see Setting the Double Click Action preference Command Bar Annotation t...

Page 24: ...g a Page for examples of annotations and how to use the tools Status bar The status bar shows information about the page being displayed USING THE COMMAND BAR IN PAGE VIEW The buttons on the Command B...

Page 25: ...Object Linking and Embedding OLE Key Action Page Down Scrolls down several lines through the document each time you press the key If you press the key at the end of a page in a stack the next page ap...

Page 26: ...minus key on the numeric key pad 4 To display the page at its actual size 100 choose Actual Size from the View menu or click the Actual Size button CHANGING BETWEEN DESKTOP VIEW AND PAGE VIEW After st...

Page 27: ...see the next section SETTING THE DOUBLE CLICK ACTION PREFERENCE Desktop View shows both PaperPort items and non PaperPort items By default when you double click a non PaperPort item in Desktop View it...

Page 28: ...e Click Action To open the and display the item in Page View select Launch Page View as the Default Double Click Action 4 Click OK QUITTING DESKTOP VIEW OR PAGE VIEW Quit Desktop View or Page View in...

Page 29: ...and removing folders from Folder View Working with folders and items Using Windows Explorer to manage items Using SimpleSearch to find an item VISUAL EXPLORER S FILING SYSTEM An efficient way to file...

Page 30: ...folder can be located anywhere on your computer or located on a device attached to your computer such as an Iomega Zip disk An added folder is identified with an icon as shown in the previous figure...

Page 31: ...view or click the plus sign if one appears If the selected folder includes items not contained in a subfolder the items appear on the Desktop any subfolders appear below the added folder in Folder Vi...

Page 32: ...lder which is located in the Adventure Travel folder Items in the selected folder appear on the Desktop Note When you place items in Desktop View such as by capturing Web pages and importing items the...

Page 33: ...about Adding a folder to Folder View Removing folders from Folder View Arranging folders in Folder View ADDING A FOLDER TO FOLDER VIEW When you add a folder to Folder View it is identified with an ico...

Page 34: ...owing example shows that the Adventure Travel folder was added In addition to the icon that identifies a folder as an added folder the folder title indicates the actual location of the folder on your...

Page 35: ...Folder View The folder is removed from Folder View ARRANGING FOLDERS IN FOLDER VIEW Use the Arrange Folder View dialog box to change the order in which added folders appear in Folder View You can also...

Page 36: ...ers you add contain subfolders to help organize your items This section tells you about Dragging and dropping items into folders Filing items in multiple locations Duplicating items Creating new folde...

Page 37: ...the Desktop 2 Drag the selected item into another a folder 3 When the folder is highlighted release the mouse button You can also put the selected item into a folder by using the Move To Folder comman...

Page 38: ...a copy of the item 1 On the Desktop select the item 2 From the Desktop menu choose Copy To Folder The Copy To Folder dialog box appears 3 Select the folder in which you want to place the copied item a...

Page 39: ...duplicate a Word file to create a copy of the Word file or duplicate the Word file as a PaperPort item to convert the Word file to the PaperPort format After you convert a non PaperPort item to Paper...

Page 40: ...siness and another one named Vacation as subfolders to your Travel folder Then you could keep all your business travel receipts in one and vacation travel receipts in the other You can also create fol...

Page 41: ...folders that you receive with Visual Explorer To give a folder a new title 1 Click a folder to select it 2 Click the folder s title to see the text box for editing the title 3 Type the new title and...

Page 42: ...p View you can create new items including PaperPort items and non PaperPort items such as Word or Excel files To create a new PaperPort item 1 From the File menu choose New and then Item The Create Ne...

Page 43: ...en save the file The item appears in Desktop View USING WINDOWS EXPLORER TO MANAGE ITEMS The previous procedures tell you how to work with folders and items from Desktop View You can also use Windows...

Page 44: ...drop items into different folders You can also drag folders and items from Windows Explorer directly to Desktop View 3 If Desktop View is currently active refresh the information by choosing Refresh f...

Page 45: ...n However SimpleSearch also reads the entire text content of each item and can find items based on any words and phrases in the content To use this powerful search feature make sure that the Content c...

Page 46: ...adds the items text to the SimpleSearch database which is similar to the index of this guide You can add specific items to the SimpleSearch database Right click an item and then choose Add to SimpleS...

Page 47: ...perPort items into stacks in 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...

Page 48: ...sktop menu You can also add stacks to other stacks You cannot stack non PaperPort items such as Word or Excel thumbnail that appear in Desktop View USING DRAG AND DROP TO CREATE STACKS 1 In Desktop Vi...

Page 49: ...n in boldface type Each page title is shown in normal typeface Cover Letter in the example above You can stack any PaperPort item on the Desktop onto any other PaperPort item You can use drag and drop...

Page 50: ...that is partially enclosed in the box or that the box even touches will be selected Release the mouse button when the items you want are selected GIVING TITLES TO ITEMS AND STACKS When you first place...

Page 51: ...rk from the command Or from the Edit menu choose Preferences and then click the Desktop tab uncheck the Show Stack Page Titles option To change the default date title for new items 1 Choose Preference...

Page 52: ...ype the new title and press Enter To change a title in Page View Choose Change Title from the File menu Duplicated items receive titles based on the original item For example the duplicate of a single...

Page 53: ...Navigator to see the next page in the stack You can also move between pages by choosing the Page menu commands First Page Last Page Previous Page and Next Page Or use the Go To Page command from the P...

Page 54: ...h new ones or delete them from the stack without disturbing the rest of the pages To unstack a single page 1 Select the stack in Desktop View 2 Click the Page Navigator to display the page you want to...

Page 55: ...age instead of stacking them as separate pages This is called tiling items because the images are arranged on the page in a regular pattern like tiles on a floor For example if you ve scanned several...

Page 56: ...to a photographer s contact sheet You can create a thumbnail tile that includes both PaperPort and non PaperPort items To tile items onto a single page 1 Select the items in Desktop View 2 From the D...

Page 57: ...ls A new item appears with the selected items tiled together as small thumbnails on a page similar to a photographer s contact sheet Items of different sizes are reduced relative to their original siz...

Page 58: ...52 CHAPTER 4 STACKING PAPERPORT ITEMS...

Page 59: ...on about your favorite stocks and then automatically update the information to reflect the latest numbers A captured Web page is saved as a PaperPort item and the Web page text is searched by SimpleSe...

Page 60: ...l screens of information For example when researching the daily flights to Hawaii provided by your favorite airline you might want to capture just the portion of a Web page that shows the flight time...

Page 61: ...ect the folder in which you want to add a captured Web page 2 Connect to the Internet and then display the Web page that you want to capture such as the following example 3 Right click the Web Capture...

Page 62: ...your browser s application icon If you capture a portion of a Web page it appears as a single item If you capture an entire page that contains several screens of information it appears as a stack UPD...

Page 63: ...it currently exists on the Internet appears in your browser 3 To update the page right click the Web Capture icon A short cut menu appears 4 Choose Capture Visible Portion or Capture Entire Page depen...

Page 64: ...b page in the browser In Desktop View double click the Web page item Your Web browser is launched and the Web page appears SEARCHING WEB PAGES USING SIMPLESEARCH After you add a Web page to Desktop Vi...

Page 65: ...er automatically displays icons for linked applications on the Link Bar The Link Bar shows such applications as electronic fax e mail the printer and the Recycle Bin The following figure shows an exam...

Page 66: ...enu choose Links and then select the appropriate linked application from the Links submenu The linked application starts 3 Use the linked application as you usually do SETTING A LINK S PREFERENCES A l...

Page 67: ...Preferences dialog box appears and displays the preferences for the selected link The following figure shows a sample of the link preferences 2 Select the options you want and click OK Many links are...

Page 68: ...Bar Reordering links on the Link Bar Click the scroll buttons on each side of the Link Bar to see other icons that are not displayed In addition you can rearrange the icons on the Link Bar so that the...

Page 69: ...he style you want 4 Select the other properties you want 5 To see the results without closing the properties dialog box click Apply 6 Click OK to close the dialog box SHOWING AND HIDING THE LINK BAR Y...

Page 70: ...Link Bar 1 Right click the link icon on the Link Bar and choose Preferences The Link Preferences dialog box appears with the link selected 2 Deselect Display Link Icon 3 Click OK The link icon does no...

Page 71: ...eed to print the item first If you want to add some notes to a fax but don t want to mark up the original you can annotate the item using the annotation tools The annotations can be hidden before the...

Page 72: ...icon or From the File menu choose Links and then choose the fax or e mail application from the Links submenu The fax or e mail application starts 2 Use the fax or e mail application as you would usua...

Page 73: ...AS A FAX 67 3 When the fax link icon is highlighted release the mouse button 4 When your fax software starts use the fax software as you usually do The following shows the dialog box that appears for...

Page 74: ...hat you want to fax 2 From the File menu choose Links 3 Choose the name of your fax software The fax software starts and you can send the item Note In the menu an option named Fax Link is listed That...

Page 75: ...n item to the e mail link Visual Explorer attaches it to the e mail message but in its original format For example a Word file is attached as a DOC file To send an item as an e mail attachment from De...

Page 76: ...uter will be for your e mail software To send the item over the Internet drag it onto your Internet e mail link icon such as the Netscape Navigator e mail icon as shown to the left Note Instead of usi...

Page 77: ...licks the attachment to view the file You can create a self viewing file from black and white grayscale and color images If the image contains any annotations they also appear on the image To create a...

Page 78: ...an e mail message see Sending an item with an e mail message When the recipient receives the e mail message he or she double clicks the EXE file to start the mini viewer and see the attached file The...

Page 79: ...ter shows how to Use the Pointer tool to select move and resize annotations Cut copy paste and crop sections of a page with the Selection tool Use the Eraser tool to remove part of an image Use the St...

Page 80: ...s small symbols on the thumbnails Selection Select an area to copy cut paste or crop Note Add a note just like a Post it note Freehand Circle or underline important information Highlight Add a highlig...

Page 81: ...l 1 Click the tool on the Annotation toolbar 2 Place the cursor on the page Its shape will indicate the tool you selected 3 Depending on the tool you selected click or drag the cursor to use the tool...

Page 82: ...esize or edit an annotation 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 place 3 To resize the annotation put t...

Page 83: ...area to crop cut copy and paste such as a graphic for use in another application or your signature for use on a form letter To use the Selection tool 1 Drag to select an area of the page 2 Depending o...

Page 84: ...application to Visual Explorer If the copied image is a graphic pasting it to Desktop View creates a new item with the image on it Pasting to Page View puts that image on the page being displayed If t...

Page 85: ...Straighten Page tool to straighten a page either horizontally or vertically that was originally at an angle To straighten a page 1 Hold down the mouse button and draw a line along the edge of an area...

Page 86: ...Explorer software straightens the whole page along the line you drew PAN Use the Pan tool to scroll an image quickly up down left or right To use the Pan tool 1 Click the Pan tool The pointer changes...

Page 87: ...on point is ready for you to begin typing 2 Type the note in the text box that appears By default the note color is yellow 3 To collapse all the notes on a page select any one of the notes first 4 Fro...

Page 88: ...text HIGHLIGHTER Use the Highlighter tool to highlight any part of a page with a color To highlight a portion of a page Hold down the mouse button and drag the Highlighter tool over the area you want...

Page 89: ...Annotations menu and choose a new line width To change the width for new lines that you want to draw click the Freehand tool or Arrow tool click the right mouse button and choose Line Width from the d...

Page 90: ...tmap file already saved on your hard disk or by pasting a picture from the Clipboard To add a picture to a page using the Clipboard copy the picture to the Windows Clipboard and then display the page...

Page 91: ...tool 1 Click the Picture tool then click on the page where you want the picture to be located The Open dialog box appears 2 Select Bitmap Files as the file type from the drop down list 3 Select the n...

Page 92: ...a picture whenever it is displayed in Page View The page will automatically scroll to accommodate an enlarged picture DISPLAYING AND HIDING ANNOTATIONS You can display items in Page View with all of...

Page 93: ...DISPLAYING AND HIDING ANNOTATIONS 87 2 To hide annotations choose Show Annotations again from the Annotations menu A page with visible annotations The same page with hidden annotations...

Page 94: ...88 CHAPTER 8 ANNOTATING A PAGE...

Page 95: ...export items to other applications For example if you have a logo in Desktop View in the form of a PaperPort item and you want to use it on your letterhead you can export it in one of many popular fil...

Page 96: ...ndows Bitmap BMP A format used for displaying and storing Windows images PC Paintbrush PCX A format commonly used for paint applications Multi page PCX DCX A format for multipage PCX files Joint Photo...

Page 97: ...ype 3 In the list of file names select the file to import and click Import Portable Network Graphics PNG Proposed standard replacement for GIF but not currently supported by browsers Self Viewing File...

Page 98: ...it to someone who doesn t have PaperPort or Visual Explorer The following table describes the formats for exporting items Note In Page View use the Save As command to make a copy of the original item...

Page 99: ...ublishing and graphic arts applications TIFF also works well between different platforms such as Microsoft Windows and Macintosh PaperPort and Visual Explorer supports single and multipage TIFF Portab...

Page 100: ...lem Visual Explorer has a built in compression feature that uses the JPEG file format to compress files The more a file is compressed the less disk space it requires As compression increases the image...

Page 101: ...g the slider in the JPEG Image Quality bar to set the level of compression The higher the setting the better the image quality and the lower the compression 4 Export the file using the Export command...

Page 102: ...box appears 2 From the Files of type drop down list choose the format type 3 In the list of file names select the file to open and click Open SAVING AN ITEM IN A DIFFERENT FORMAT In Page View you can...

Page 103: ...bout the different file formats see Exporting PaperPort items 4 Click Save PRINTING ITEMS TO THE PRINTER You can print any item from the Desktop to the printer If an item contains annotations that you...

Page 104: ...le in that application 2 From the application s File menu choose the command for setting up the printer Some applications have a Print Setup command usually in the File menu others use a Setup button...

Page 105: ...ion s Print command to print the file The file prints to the Desktop A new item appears on the Desktop with the name of the application and file name as the item s title Note After you finish printing...

Page 106: ...100 CHAPTER 9 IMPORTING EXPORTING AND PRINTING...

Page 107: ...ate title 45 DCX 90 deselect an item 44 Desktop button 12 18 Desktop View annotations 74 Command Bar 14 e mail 69 printing to 98 starting 12 titles 46 viewing items in 12 DOS file exporting as 93 Doub...

Page 108: ...ommand 90 91 96 Import dialog box 91 96 import item 9 importing formats 91 96 from other applications 90 Internet 10 70 71 item creating copy 32 creating new 36 creating shortcut 32 duplicating 33 46...

Page 109: ...5 viewing other items 16 Pan tool 80 Paste as Annotation command 78 paste annotations 78 PCX 90 Per Page Titles command 45 picture add to page 84 reposition and resize 86 Picture tool 84 85 Pointer to...

Page 110: ...and 49 Unstack button 15 Unstack Current Page command 48 unstacking items 48 updating captured Web page 56 URL 58 V Viewer preference 17 viewing items in other applications 21 Visioneer Web site 71 W...

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