Fujitsu ScanSnap iX500 User manual

P3PC-4452-12ENZ2
Advanced Operation Guide
(Windows)

Contents
About This Manual ................................................................................................................. 4
Safety Information..................................................................................................................................5
Trademarks...........................................................................................................................................6
Manufacturer.........................................................................................................................................7
Arrow Symbols in This Manual.................................................................................................................8
Screen Examples in This Manual .............................................................................................................9
Abbreviations Used in This Manual ........................................................................................................ 10
How to Perform a Scan ........................................................................................................ 12
Selecting Operations from the Quick Menu ......................................................................... 14
Managing Scanned Images in ScanSnap Organizer ................................................................................. 19
Filing and Organizing Business Cards .................................................................................................... 20
Managing Scanned Images in a Specified Folder ..................................................................................... 22
Attaching Files to E-mail ....................................................................................................................... 24
E-mail Program Settings ................................................................................................................ 27
Using ScanSnap as a Copy Machine to Print Scanned Images with a Printer............................................... 29
Managing Scanned Images in a Digital File Cabinet ................................................................................. 31
Managing Notes and Scanned Images Together ...................................................................................... 33
Saving Data to a Mobile Device ............................................................................................................. 34
Saving Data to Your Dropbox Folder ...................................................................................................... 38
Saving Documents to Evernote (as a PDF File)........................................................................................ 40
Saving Handwritten Notes to Evernote (as a JPEG File)............................................................................ 42
Saving Data to Google Drive ................................................................................................................. 43
Posting to Salesforce Chatter ................................................................................................................ 46
Saving Data to Your SugarSync Folder................................................................................................... 49
Converting into Word, Excel, or PowerPoint Documents............................................................................ 51
Optical Character Recognition (OCR) Function of ABBYY FineReader for ScanSnap ............................ 53
Managing Scanned Images in SharePoint ............................................................................................... 56
Managing Scanned Images in the Picture Folder (as JPEG Files) .............................................................. 58
Profile ................................................................................................................................... 60
Using Profiles to Perform Scanning ........................................................................................................ 61
Profile Management ............................................................................................................................. 64
Adding Profiles ............................................................................................................................. 65
Changing Profiles ......................................................................................................................... 67
Renaming Profiles......................................................................................................................... 69
Changing the Display Order of Profiles ............................................................................................ 71
Deleting Profiles ........................................................................................................................... 73
ScanSnap Folder Operations...............................................................................................75
Using ScanSnap Folder to Perform Scanning .......................................................................................... 76
Enabling or Disabling ScanSnap Folder .................................................................................................. 81
Scan Settings for Your Intended Use...................................................................................82
Scanning Only One Side of a Document (iX500, S1500, S1500M, S1300i, or S1300) ................................... 83
Scanning Color Documents in Gray or Black & White ............................................................................... 84
2

Scanning Color Documents in High Compression .................................................................................... 85
Deleting Blank Pages (Not Applicable to SV600)...................................................................................... 86
Correcting Skewed Character Strings ..................................................................................................... 87
Rotating a Scanned Image to Its Correct Orientation ................................................................................ 89
Reducing Bleed-Through ...................................................................................................................... 91
Reducing the Effect of Lighting (For SV600) ............................................................................................ 93
Reducing Faded Colors and Blown-Out Highlights (For SV600) ................................................................. 95
Correcting Skewed Text (For SV600) ..................................................................................................... 97
Saving Scanned Images in Multiple PDF Files ......................................................................................... 99
Saving the Scanned Images of a Book as Separate Single-Page Images (For SV600)................................ 101
Creating Searchable PDF Files............................................................................................................ 103
Setting Keywords in PDF Files............................................................................................................. 106
How to Mark Character Strings ..................................................................................................... 110
Setting Passwords for PDF Files.......................................................................................................... 112
Creating PDF/A Files.......................................................................................................................... 117
Starting Scanning Automatically (SV600) .............................................................................................. 119
Setting ScanSnap Manager ............................................................................................... 124
How to Configure Scan Settings .......................................................................................................... 125
Quick Menu Settings .......................................................................................................................... 127
Changing Display Mode............................................................................................................... 128
Changing Display Order............................................................................................................... 129
Adding Applications to Favorites ................................................................................................... 132
Changing the Settings of Linked Applications ........................................................................................ 133
Managing Linked Applications ............................................................................................................. 134
Adding Applications..................................................................................................................... 135
Changing Application Settings ...................................................................................................... 139
Deleting Applications................................................................................................................... 140
Managing Custom Paper Sizes............................................................................................................ 141
Adding Paper Sizes..................................................................................................................... 142
Changing Paper Size Settings ...................................................................................................... 144
Deleting Paper Sizes................................................................................................................... 146
Automatic Linkage with Applications..................................................................................................... 147
Changing Automatic Linkage Mode ............................................................................................... 150
When Two ScanSnaps Are Connected to a Computer (For SV600) .......................................................... 151
Connecting the ScanSnap to a Wireless LAN (For iX500 or iX100)........................................................... 153
3

About This Manual
l"Safety Information" (page 5)
l"Trademarks" (page 6)
l"Manufacturer" (page 7)
l"Arrow Symbols in This Manual" (page 8)
l"Screen Examples in This Manual" (page 9)
l"Abbreviations Used in This Manual" (page 10)
About This Manual
4

Safety Information
The attached "Safety Precautions" manual contains important information about the safe and correct
use of the ScanSnap. Make sure that you read and understand it before using the ScanSnap.
Safety Information
5

Trademarks
Microsoft, Windows, Windows Vista, Excel, PowerPoint, Outlook, SharePoint, Windows Live,
Internet Explorer, and OneDrive are either registered trademarks or trademarks of Microsoft
Corporation in the United States and/or other countries.
Word is the product of Microsoft Corporation in the United States.
Adobe, Acrobat, and Reader are either registered trademarks or trade names of Adobe Systems
Incorporated in the United States and/or other countries.
ABBYY™ FineReader™ Engine © ABBYY. OCR by ABBYY
ABBYY and FineReader are trademarks of ABBYY Software, Ltd. which may be registered in some
jurisdictions.
Evernote is a registered trademark or trademark of Evernote Corporation.
Google, Android, Google Play, and Google Drive are registered trademarks or trademarks of Google
Inc. Use of these registered trademarks or trademarks is subject to Google Permissions.
Salesforce, the Salesforce logo, and Salesforce CRM are registered trademarks or trademarks of
salesforce.com, inc. in the United States and other countries.
Wi-Fi, Wi-Fi Protected Setup, and the Wi-Fi Protected Setup logo are trademarks of Wi-Fi Alliance.
ScanSnap, the ScanSnap logo, ScanSnap Manager, ScanSnap Organizer, CardMinder, and Rack2-
Filer are registered trademarks or trademarks of PFU LIMITED in Japan.
Other company names and product names are the registered trademarks or trademarks of the
respective companies.
Trademarks
6

Manufacturer
PFU LIMITED
YOKOHAMA i-MARK PLACE, 4-4-5 Minatomirai, Nishi-ku, Yokohama, Kanagawa, 220-8567, Japan
© PFU LIMITED 2013-2016
Manufacturer
7

Arrow Symbols in This Manual
Right-arrow symbols (→) are used to connect icons or menu options you should select in
succession.
Example: Select [Start] menu → [Computer].
Arrow Symbols in This Manual
8

Screen Examples in This Manual
The screenshots used in this manual are the ones that are displayed when iX500 is connected.
Microsoft product screenshots are reprinted with permission from Microsoft Corporation.
The screenshots used in this manual are of Windows 7.
The actual windows and operations may differ depending on the operating system.
Icon in the Notification Area
The ScanSnap Manager icon is displayed in the menu which appears when you click in
the notification area.
To have the ScanSnap Manager icon always displayed in the notification area, drag the icon
and drop it onto the notification area.
The notification area is located at the far right of the taskbar.
The explanations in this manual use the case in which the ScanSnap Manager icon is always
displayed in the notification area.
Screen Examples in This Manual
9

Abbreviations Used in This Manual
When a ScanSnap model is referred to in this manual, "Color Image Scanner ScanSnap" is omitted.
Also, the following abbreviations are used in this manual.
Abbreviation Used Designation
Windows 10 Windows® 10 Home operating system, English Version
Windows® 10 Pro operating system, English Version
Windows® 10 Enterprise operating system, English Version
Windows® 10 Education operating system, English Version
Windows 8.1 Windows® 8.1 operating system, English Version
Windows® 8.1 Pro operating system, English Version
Windows® 8.1 Enterprise operating system, English Version
Windows 8 Windows® 8 operating system, English Version
Windows® 8 Pro operating system, English Version
Windows® 8 Enterprise operating system, English Version
Windows 7 Windows® 7 Starter operating system, English Version
Windows® 7 Home Premium operating system, English Version
Windows® 7 Professional operating system, English Version
Windows® 7 Enterprise operating system, English Version
Windows® 7 Ultimate operating system, English Version
Windows Vista Windows Vista® Home Basic operating system, English Version
Windows Vista® Home Premium operating system, English Version
Windows Vista® Business operating system, English Version
Windows Vista® Enterprise operating system, English Version
Windows Vista® Ultimate operating system, English Version
Windows XP Windows® XP Home Edition operating system, English Version
Windows® XP Professional operating system, English Version
Windows Windows 10, Windows 8.1, Windows 8, Windows 7, Windows Vista, or Windows XP
operating system
Microsoft Office Microsoft® Office
Word Microsoft® Word 2013
Microsoft® Word 2010
Microsoft® Office Word 2007
Excel Microsoft® Excel® 2013
Microsoft® Excel® 2010
Microsoft® Office Excel® 2007
PowerPoint Microsoft® PowerPoint® 2013
Microsoft® PowerPoint® 2010
Microsoft® Office PowerPoint® 2007
SharePoint Microsoft® SharePoint® Server 2010, English Version
Microsoft® Office SharePoint® Server 2007, English Version
Microsoft® SharePoint® Foundation 2010, English Version
Microsoft® Windows® SharePoint® Services 3.0, English Version
Internet Explorer Windows® Internet Explorer®
Abbreviations Used in This Manual
10

Abbreviation Used Designation
Microsoft Edge Microsoft® Edge
Windows Live Mail Windows Live™ Mail
Windows Mail Microsoft® Windows® Mail
Outlook Microsoft® Outlook® 2013
Microsoft® Outlook® 2010
Microsoft® Office Outlook® 2007
Outlook Express Microsoft® Outlook® Express
.NET Framework Microsoft® .NET Framework
Adobe Acrobat Adobe® Acrobat®
Adobe Reader Adobe® Reader®
ABBYY FineReader for
ScanSnap
ABBYY FineReader for ScanSnap™
All the descriptions in this manual assume the usage of ABBYY FineReader for
ScanSnap bundled with the ScanSnap. Unless otherwise specified, the term ABBYY
FineReader for ScanSnap refers to the ABBYY FineReader for ScanSnap bundled
with the ScanSnap.
Note that ABBYY FineReader for ScanSnap may be upgraded without notice. If the
descriptions in this manual differ from the actual displayed screens, refer to the
ABBYY FineReader for ScanSnap User's Guide.
Google Drive Google Drive™
Android Android™
ScanSnap Color Image Scanner ScanSnap series (*1)
*1: The ScanSnap N1800 series is not included.
Abbreviations Used in This Manual
11

How to Perform a Scan
This section explains how to use the ScanSnap to perform scanning.
You can scan documents in two different ways. Choose either way depending on your intended use
of the scanned image.
l"Scanning Using the Quick Menu" (page 12)
l"Scanning Using a Profile" (page 12)
l"Scanning Using ScanSnap Folder" (page 13)
HINT
For SV600, you can also perform the scanning of documents by using a foot pedal that supports
shortcut keys (keyboard shortcuts).
For details, refer to the ScanSnap Manager Help.
Scanning Using the Quick Menu
After scanning the document using the ScanSnap, you can simply select the application from the
displayed menu to save, send as e-mail, or print the scanned image, as well as link the ScanSnap
with an application or cloud services.
Scanning using the Quick Menu is set on default.
Select an application
from the Quick Menu
Scan Save and use
the scanned image
For details, refer to "Selecting Operations from the Quick Menu" (page 14).
Scanning Using a Profile
Select a previously set profile (scan settings and an application to be linked) and simply press the
[Scan] button to scan the document and link with the application.
It is convenient to use when you want to scan a document using the same scan settings repeatedly.
How to Perform a Scan
12

Select a previously set
profile
Scan Save and use
the scanned image
For details, refer to "Profile" (page 60).
Scanning Using ScanSnap Folder
By selecting ScanSnap Folder from the file selection window of the application, you can scan a
document from the ScanSnap. You can use the scanned document file directly in the application.
Select ScanSnap Folder
from the file selection window
Scan Save and use
the scanned image
For details, refer to "ScanSnap Folder Operations" (page 75).
How to Perform a Scan
13

Selecting Operations from the Quick Menu
The Quick Menu will allow you to start using the ScanSnap right away even if it is your first time.
Select an application from the Quick Menu to perform the following desired operations:
l"Using Scanned Images" (page 14)
l"Linking with Applications" (page 16)
l"Linking with Cloud Services" (page 17)
Using Scanned Images
Share the Scanned Document Files with Others.
Scan to Folder
Save the scanned image directly in a shared folder on a network after scanning, share the
scanned image with others and inform them of the destination folder path by an e-mail message
automatically created with the path stated.
Selecting Operations from the Quick Menu
14

Send Document Files to Others via E-mail.
Scan to E-mail
Send an e-mail message to others with the scanned image file attached.
ATTENTION
Up to ten files can be attached to an e-mail message.
When you scan more than one document with the scan settings shown below, multiple files are
created. Pay attention to the number of documents to scan:
lFile format: JPEG (*.jpg)
l[Generate one PDF file per (n) page(s)] checkbox is selected
Make Copies of a Paper Document.
Scan to Print
Print the scanned image with a printer.
Save Scanned Documents to a Mobile Device.
Scan to Mobile
Save the scanned image to a mobile device connected to the computer.
You can access the saved files through an application that can view PDF or JPEG files.
Displayed when .NET Framework 3.0 is installed.
Note that .NET Framework 3.0 is also included in .NET Framework 3.5 (SP1 or later). It is
recommended to install the latest update in the operating system and use .NET Framework 3.5
(SP1 or later).
If .NET Framework 4 or later is already installed, you need to install .NET Framework 3.0
separately because .NET Framework 3.0 is not included in .NET Framework 4 or later version.
Convert Catalogs and Pamphlets into Digital Data and Save Them.
Scan to Picture Folder
Save scanned images of catalogs and pamphlets directly into your Pictures folder.
Selecting Operations from the Quick Menu
15

Linking with Applications
Organize and Manage the Scanned Document Files.
ScanSnap Organizer
Save the scanned images in a folder specified in ScanSnap Organizer, allowing you to organize
and manage the scanned images in ScanSnap Organizer.
Displayed when ScanSnap Organizer is installed.
File and Organize a Large Number of Business Cards.
Scan to CardMinder
Store and manage business cards in CardMinder.
Displayed when CardMinder is installed.
HINT
When CardMinder is used for the linkage function, it is recommended that you select [Automatic
resolution] or [Best] for [Image quality] on the [Scanning] tab of the ScanSnap setup window.
ScanSnap Manager cannot link with CardMinder when [Image quality] is set to [Excellent].
Convert Your Paper Documents into Digital Data to Conveniently
Organize Them.
Scan to Rack2-Filer Smart
Save the scanned images as PDF files in Rack2-Filer Smart to manage and organize them.
Displayed when Rack2-Filer Smart trial version or Rack2-Filer Smart is installed.
Scan to Rack2-Filer
Save the scanned images as PDF files in Rack2-Filer to manage and organize them.
Displayed when Rack2-Filer (sold separately) is installed (V5.0 or later recommended).
Convert Your Paper Documents into Digital Data to Conveniently
Organize Them (Magic Desktop).
Scan to Magic Desktop
Save the scanned images in Magic Desktop to manage and organize them.
Selecting Operations from the Quick Menu
16

Displayed when Magic Desktop trial version or Magic Desktop is installed.
Quote Text from Your Paper Documents.
ABBYY Scan to Word
ABBYY Scan to Excel(R)
ABBYY Scan to PowerPoint(R)
Have the scanned image text recognized and converted into a Word, Excel, or PowerPoint
document.
Displayed when ABBYY FineReader for ScanSnap (5.0 or later) is installed.
HINT
It is recommended that you select [Automatic resolution] or [Best] for [Image quality] on the
[Scanning] tab of the ScanSnap setup window.
Share the Scanned Document Files through Linkage with SharePoint.
Scan to SharePoint
Save the scanned image in SharePoint.
Displayed when Scan to Microsoft SharePoint is installed.
Linking with Cloud Services
Manage Scanned Documents through Linkage with Dropbox.
Scan to Dropbox
Save scanned image files to your Dropbox folder.
Displayed when Dropbox for Windows 1.1.45 or later is installed.
Manage Scanned Documents through Linkage with Evernote.
Scan to Evernote (Document)
Save PDF files in Evernote.
Displayed when Evernote for Windows 3.5 or later is installed.
Selecting Operations from the Quick Menu
17

Manage Handwritten Notes through Linkage with Evernote.
Scan to Evernote (Note)
Save JPEG files in Evernote.
Displayed when Evernote for Windows 3.5 or later is installed.
Manage Scanned Documents through Linkage with Google Drive.
Scan to Google Drive
Save PDF files in Google Drive.
Displayed when .NET Framework 4 or an in-place upgrade for .NET Framework 4 is installed.
After installing .NET Framework, apply the updates in Windows Update.
Manage Scanned Documents through Linkage with Salesforce
Chatter.
Scan to Salesforce Chatter
Post scanned image files to Salesforce Chatter. You can use posted files with Salesforce CRM.
Displayed when .NET Framework 3.0 is installed.
Note that .NET Framework 3.0 is also included in .NET Framework 3.5 (SP1 or later). It is
recommended to install the latest update in the operating system and use .NET Framework 3.5
(SP1 or later).
If .NET Framework 4 or later is already installed, you need to install .NET Framework 3.0
separately because .NET Framework 3.0 is not included in .NET Framework 4 or later version.
Manage Scanned Documents through Linkage with SugarSync.
Scan to SugarSync
Save scanned image files to your SugarSync folder.
Displayed when SugarSync Manager for Windows 1.9.28 or later is installed.
HINT
You can freely add applications to the Quick Menu. For details, refer to "Managing Linked Applications"
(page 134).
Selecting Operations from the Quick Menu
18

Managing Scanned Images in ScanSnap Organizer
This section explains how to save the scanned image file in ScanSnap Organizer.
1. Click the [ScanSnap Organizer] icon in the Quick Menu.
aThe [ScanSnap Organizer] window appears.
ATTENTION
lYou cannot start scanning when the Quick Menu is displayed. Wait until ScanSnap Organizer links
before scanning another document.
lDo not move, delete, or rename scanned images using other applications while the Quick Menu is
displayed.
HINT
lFor details about the functions of ScanSnap Organizer and how to use it, refer to the ScanSnap
Organizer Help.
lProfiles can also be used for the linkage function. For details, refer to "Profile" (page 60).
lScanSnap Manager can link with ScanSnap Organizer automatically. For details, refer to
"Automatic Linkage with Applications" (page 147).
Managing Scanned Images in ScanSnap Organizer
19

Filing and Organizing Business Cards
This section explains how to store business card images and the related information in CardMinder.
ATTENTION
lBlank pages are not removed even if the [Blank page removal] is selected when you store scanned
images of business cards in CardMinder.
lScanned images can be stored in CardMinder all at once as shown below.
- iX500/S1500/S1500M/S1300i/S1300
Up to 500 sheets (1,000 pages), including blank pages
- iX100/S1100i/S1100/SV600
Up to 1,000 pages, including blank pages
1. Click the [CardMinder] icon in the Quick Menu.
aThe [CardMinder] window appears.
2. Check the scanned card image and the text recognition result.
ATTENTION
lYou cannot start scanning when the Quick Menu is displayed. Wait until ScanSnap Manager links
with CardMinder before scanning another document.
Filing and Organizing Business Cards
20