Planon DocuPen X SERIES Instruction Manual

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DocuPen XSERIES Scanner

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Contents
Introduction……………………………………………………..……………3
Check Contents…………………………………………………..….………3
DocuPen Xseries Features…………………………………..…………4
Software Installation..………………………………………..…………4
Installing the USB driver………………………………………..………5
Installing the PenTwain driver………………….…………..………6
Installing PaperPort………………………………….…………..………7
Installing DocuDesk………………………………….…………..………9
Installing Abby Finereader Sprint Software…………..………11
Erasing DocuPen Xseries Scanner Memory.…………..………12
Scan Settings…………………………………………………………..…….13
Mode/Resolutions/ Select Scan………………………….…..…….13
Setting Time/Date/……………………………………………….………15
Bluetooth Settings……………………………………………….…..……15
Color Calibration……………………………………………………….……16
Roller Calibration……………………………………………………..…….17
Points to Remember before you scan…………………………….19
On-board memory and External memory card.……………..20
Warranty………….……………………………………………………….…..21
Appendix…………..…………………………………………………….…….21
DocuPen Xseries Specifications………………………………….….21
Proper Handling and Safe use………………………………….…….21
Technical Support…………………………………………………….…….22

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Introduction
Thank you for purchasing our DocuPen XSERIES portable scanner. The DocuPen functions as a quick and simple tool that can be
taken anywhere to swipe over a smooth flat surface to capture black and white as well as color images.
Charging
We recommend that you fully charge your DocuPen before the first use. You can charge the DocuPen by simply plugging it into
any powered USB port. It takes about 60 minutes to fully charge the DocuPen.
Scanning
This Manual provides instructions for scanning documents with the DocuPen and downloading the scanned images to your PC.
Please read these instructions carefully to obtain optimum performance and longer service life from the unit. Retain this
manual for future reference.
Support
In case you have any questions, need further information or experience any kind of difficulties during installation or operation
don’t hesitate to contact our Customer Support at:
[e-mail]
Customer Service: 1-905-507-3926
Technical Support: 1-877-DOCUPEN or 1-905-507-3926
For International callers: 1888 507 3926
Package Contents
The following components are included in your DocuPen product package:
1. The DocuPen XSERIES unit
2. USB cable for communication with PC(Mac) & recharging the DocuPen
3. Installation CD containing DocuPen PenTwain and USB driver, DocuPen stand-alone application, PaperPort Software
4. Abbyy Sprint FineReader (Included exclusively with the DocuPen XSERIES)
5. Quick Start Guide
6. Leather case (Executive Leather Case**)

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DocuPen Features
The DocuPen Xseries scanner has two control
buttons in the middle and two control buttons on
each side of the LCD screen. On the left hand side of
the DocuPen XSERIES scanner you can see the LCD
screen which displays the color mode, scan
resolution, battery status, and memory status. On
the right you see the Battery and External memory
card cover and the USB port. By pressing the middle
control buttons you will be able to power on/off
DocuPen XSERIES scanner and power on/off the
Bluetooth module. By pressing the buttons on each
side of the LCD screen you will be able to select the
desired color mode, scan resolution, specific
scanned image, technical information, time and
date.
Power Button
Press the Power ON/OFF button once to turn the
DocuPen Xseries scanner on. The DocuPen XSeries
scanner will turn itself on in default or last used
configuration. The corresponding settings will be
displayed on the LCD screen. For details on the
various configurations please go to section Scan
Settings. Press the Power ON/OFF button again to
turn off the DocuPen XSERIES scanner.
Bluetooth Button
Press the Bluetooth button once to turn on the
Bluetooth module in the DocuPen XSERIES scanner.
The LCD screen will display the message “Bluetooth
Transfer” confirming the Bluetooth is on. Press the
Bluetooth button again to turn off the Bluetooth
module.
Settings Button
Once the DocuPen XSERIES is powered on, press the
Settings button once to go into the setting mode. In
this mode you will be able to set the following
options; color mode, scan resolution, specific
scanned image, time and date. You can also view the
Technical Information. In the Color Mode you can
select, “Printstik” mode; which allows your DocuPen
XSERIES scanner to print documents from the
portable Planon PRINTSTIK printer. “B&W TIF” mode
allows you to scan images in black and white. “Gray
JPG” mode allows you to scan images in 24 –bit
color. “Color” mode allows you to scan images in full
256-bit color.
Select Button
Once the Setting button has been pressed, to select
the desired settings you must press the Select
button. Once you press the Select button your
setting will be chosen and displayed in the LCD
screen. NOTE: the LCD screen will only display Color
mode, Scan resolution, Battery Status, and Memory
Status. All other settings can only be viewed once
you have pressed the Settings button.
DRIVER and Software Installation
DocuPen Driver Platform Requirements: Before you install
DocuPen PenTwain driver, make sure that your computer
meets the following minimum system requirements:
Microsoft Windows 2000/NT/ME/XP/Vista
CD-ROM for driver installation
Before connecting the DocuPen you must install the
necessary drivers. Insert the DocuPen Installation CD in
your CD-drive and follow the on-screen instructions.
After installation, the DocuPen driver is made available to
all Windows Twain-compatible applications, such as
PaperPort, Windows Imaging, etc.
Select Button Settings Button
LCD Bluetooth On/OFF
Power On/OFF
Battery/External
Memory card cover
USB port

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Upon insertion of the CD the DocuPen Installer control
window will appear. (See above). By clicking on the
corresponding button you will install the PenTwain driver,
the USB driver, the DocuPen Application (recommended)
and the PaperPort software. The DocuPen Application will
allow you to download and view the images from your
DocuPen without using any additional graphics software.
ScanSoft’s PaperPort is one of the leading Document
Management Software packages and works seamlessly
with our DocuPen. Although you can use any Twain
compatible graphics software we recommend PaperPort
due to its document editing capabilities.
Software Installation (USB Driver Installation)
We recommend that you close all the Windows programs
and disable all virus protection software temporarily
during the PenTwain driver & PaperPort installation
1. Insert the DocuPen CD-ROM into your CD-drive.
2. DocuPen Install window will appear in a few
moments.
3. In the DocuPen Install window please click on the
button USB Driver.
4. In the Welcome window click the Next button.
5. The following USB driver window will appear, click the
Next button.
6. The following WIdeUSB Welcome window will
appear. Click the Next button.
7. The PenTwain driver will start to search for
previously installed WideUSB driver. If you have
already the WideUSB driver on your PC, follow
the uninstall instructions, and then restart the
PenTwain driver installation.
Click Next
Click Next
Click Next

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8. After the search is complete, click the next
button.
9. The USB driver will start installing. You will be
prompted to click the Finish button to complete
the USB driver installation.
Software Installation (PenTwain Driver
installation
1. The PenTwain driver installation window will
automatically load. Click the Next button.
2. In the following Welcome window, click the Next
button.
3. To start the PenTwain driver installation, click
the Next button.
4. The PenTwain driver will start installation. You
will be prompted to click the Finish button to
complete the PenTwain Driver installation.
Click Next
Click Finish
Click Next
Click Next
Click Next
Click Finish

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5. After the drivers files are successfully installed,
the window below will appear. Click Finish to
close the installation.
Software Installation (PaperPort Installation)
From the DocuPen Install window select PaperPort and
simply follow the onscreen instructions.
1. In the Welcome window select your language
and click this button.
2. In the following window please click on the Start
Installation button.
3. In the following window click the Next button.
4. In the following window, accept the License
agreement and click the Next button.
5. In the following window, fill in your information.
And then click the Next button.
Click Finish
Click Start Installation
Click Next
Click Next
Select Accept
Click Next
Fill in your
information

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6. In the following window, select Complete Set up,
and then click the Next button.
7. I n the following window, click the install button.
8. In the following window, you will see the
installation progress.
9. The following window will display that the
installation is complete, click the Finish button.
10. The Registration window will pop up – this is
optional.
Click Next
Click Install
Select Complete

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Software Installation (DocuDesk Installation)
From the DocuPen Install window select DocuPen
Application and simply follow the onscreen instructions.
1. In the Welcome window, click the Next button.
2. The following window will prompt you to click
the Next button to start the installation.
3. After the installation is complete the following
window will appear, click the Finish button to
close the window.
Download the scanned Images to PaperPort
As mentioned above you can use the DocuPen with any
TWAIN compatible software package. As, however, we
provide one of the best Document Management Software
packages, i.e. Nuance’s PaperPort we will explain how you
download the images from the DocuPen to your computer
using the PaperPort software. You can read the detailed
instructions of how to use PaperPort in the getting started
guide which you can find in the PaperPort folder under
Program files on your computer.
You can also use this stand-alone DocuPen Application
which will allow you to view the thumbnails and save the
images without using the PaperPort software. Simply
double-click the thumbnails in the DocuPen Scanner
Control window and it will open up with your default
software on your desktop.
1. Start the PaperPort software
2. On your very first start you will see the How to
Guide prompt window. Feel free to explore the
detailed How to instructions within this guide.
Click Next
Click Next
Click Finish
Congratulations! The Driver and Software installation in now
complete! Now you are ready to use your DocuPen!

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3. In the command bar within the PaperPort click
the Select or Get Photo button. The Scan pane
will open on the left side of the PaperPort
window.
4. After you have selected PenTwain, you can click
on the Scan button within the Scan pane of
PaperPort.
5. This will open the DocuPen Scanner Control
window. The window indicates Off-line. This
message changes to On-line only during a dialog
window will appear prompting you to turn the
DocuPen ON.
6. In the dialog Click OK and press the Power On
button on your DocuPen
7. The “Transferring…” dialog will pop-up, displaying
the status of the download process.
Simultaneously
the Available
scanners
prompt window
will open.
Select
PenTwain and
click Ok.
Select or Get Photo button
Scan Pane
*You may have more than one scanner, so PenTwain must
be selected when using the DocuPen.
Scan Button
Download Button
Turn scanner on
& Click OK

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8. When the download is complete you will see
thumbnails of the images in the DocuPen Scanner
Control window. You can select the images you
want to download by clicking on them or you can
select all images by clicking on the Select All
button.
9. You can download the images in PaperPort’s
default file format – “max”, which allows the most
editing options. By selecting the Settings... Link,
you can select other file formats as well e.g. jpg,
tiff, bmp, etc.
10. In the desktop area you can select an image and it
can be run under all the applications that the
PaperPort software has detected such as Word, or
Excel, etc. All relevant windows applications are
automatically listed at the bottom status bar of
the PaperPort window. All this moment you can
run the OCR function by simply selecting the
image and clicking on the Word icon (in the
bottom Status Bar).
For further details on using PaperPort Software please
look at the getting started guide which may be found in
the PaperPort folder under Program Files in your
computer.
Bottom Status Bar

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Erasing the DocuPen Memory
After you have saved the desired image files on
your hard disk, it is recommended that you empty
the DocuPen’s memory bank. By doing so, you
ensure maximum storage capacity and optimum
download speed.
1. While in PaperPort (or Abby) simply click the
Scan button. The DocuPen Scanner Control
Window will open. In the DocuPen Scanner
Control Window select the Erase button.
2. A dialog window will prompt that you are about
to erase DocuPen’s memory bank. Click on the
Yes button.
3. A pop-up dialog prompts you to turn your
DocuPen ON. Press the Power ON button on the
DocuPen and click on the OK button in the dialog
window.
4. The DocuPen memory bank will be erased.
Erase Button
Scan Button
Click yes button
Click OK button
*NOTE: The Abbyy software does not come with certain models

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Scan Settings
The DocuPen Xseries has four control buttons.
NOTE: Make sure the DocuPen Xseries scanner is not
connected with USB cable to your computer when
scanning or changing scan settings. Only make this
connection to transfer files or format the internal
memory or external MicroSD card.
By pushing the Power ON/OFF button you can:
1. Turn the scanner ON. The LCD will turn on
indicating the current settings on the scanner.
2. Turn the scanner OFF- The DocuPen is designed
to turn OFF automatically. You can also turn it
OFF manually by pushing and holding the button
for 5 seconds.
You have to start the scanning operation within a few
seconds after turning on the DocuPen Xseries ON. If
there is no manipulation, i.e. no movement or no
setting-up of the Scan mode, the scanner will turn
itself OFF. You will need to turn it ON again.
By pushing the Settings button you can:
1. Scroll through the desired setting which you
would like to change. These settings are: Mode,
Resolution [DPI], Select Scan, Technical Info,
Select Time, Set Date, and Exit.
By pushing the Select button you can:
1. Select the desired setting which you would like
to change.
By pushing the Bluetooth ON/OFF button you can:
1. You turn ON the Bluetooth device in your
DocuPen Xseries scanner.
2. You turn OFF the Bluetooth device in your
DocuPen Xseries scanner.
Scan Settings (continued...)
Settings Explained:
Mode: Represents the mode which you would like to
scan your image with. These modes are:
Mode: PRINTSTIK
By selecting this mode, you will be able to scan your
image and print the image from the PLANON portable
PRINTSTIK printer. After selecting the PRINTSTIK
mode, press the Bluetooth ON/OFF button to turn
ON the Bluetooth module in your DocuPen Xseries
scanner. Now press the Settings button and select
the “Select Scan” setting. In this setting you will be
asked to SCAN: PRINT LAST, select this option (This
will enable you to print the latest scan you made on
your DocuPen Xseries scanner). Now you should see
a message asking: “IS PRINTER ON?” Make sure your
PRINTSTIK printer is on, and press the select button.
You will see the message saying “BT TRANSFER”, at
this point your scanned image will be printing from
the PRINTSTIK printer via Bluetooth connection.
Settings button
Bluetooth ON/OFF
Power ON/OFF
Select button
PLANON PRINTSTIK
DocuPen Xseries in
PRINSTIK Mode
Bluetooth Connection

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Mode: B&W TIF
By selecting this mode, you will be able to scan your
image in black and white. Also the image will be
saved in you DocuPen Xseries scanner in the *.TIF
format. It is recommended that you choose this mode
when you are scanning an image that contains only
black and white colors. By doing so, you can optimize
the memory space on your DocuPen Xseries scanner.
Mode: GRAY JPG
By selecting this mode, you will be able to scan your
image in grayscale mode. Basically it is similar to
B&W mode, except the black is not 100% black.
There will be different levels of gray representing all
the non-white colors in your image. The image will be
saved in you DocuPen Xseries scanner in the *.JPEG
format.
Mode: COLOR
By selecting this mode you will be able to scan the
image in color. This will take up the most space on
your memory card in your DocuPen Xseries scanner.
Resolution [DPI]: Represents the resolution [DPI -
dots per inch] which you would like to scan your
image with. There can be 3 resolution [DPI] settings
chosen.
150 DPI: 150 dots per inch, this is the lowest quality
of sharpness at which the image can be scanned.
300 DPI: 300 dots per inch, this is a very good quality
of sharpness at which the image can be scanned.
600 DPI: 600 dots per inch, this is highest quality of
sharpness at which the image can be scanned
Select Scan: Represents the images that have been
scanned and saved in PRINTSTIK Mode ONLY on your
DocuPen Xseries scanner. This setting allows you to
select the scans saved in the memory bank and print
them. There are two options you can choose in this
setting.
SCAN: PRINT LAST: Allows you to print the latest
image you have just scanned.

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ARCHIVE SCAN:
NOTE: It is required to have a MicroSD inserted into
DocuPen Xseries scanner in order to use the Archive
Scan option.
This option allows you to save and archive the latest
image you have just scanned. By Archiving your
scanned image, you can retrieve later for printing.
To retrieve the archived scanned images, choose next
under Archive Scan mode to search for the file you
want. Once you have made the selection you can
choose to print. The Xseries scanner will turn off if it
is idle for 8 seconds.
Technical Info: This represents the technical
information of your DocuPen Xseries scanner. You
can find out the serial number of the device and the
firmware it has been programmed with.
Select Time: This represents the time on your
DocuPen Xseries scanner. Under this setting you can
change the hours, minutes and seconds to your
desired time.
Select Date: This represents the date on your
DocuPen Xseries scanner. Under this setting you can
change the year, month and day.
Exit: This allows you to exit from the settings menu.
Bluetooth Settings
The DocuPen Xseries scanner has a Bluetooth module
inside that allows you to transfer images wirelessly to
your computer, Smartphone and PLANON portable
PRINTSTIK printer.
Using the Bluetooth connection from your DocuPen
Xseries scanner to your computer
1. Press the Bluetooth ON/OFF button to turn ON
the Bluetooth module in the DocuPen Xseries
scanner. You will see a message on the LCD
screen saying “BT TRANSFER” – this is a
notification that the Bluetooth is ON and ready
to transfer files.
2. Go to “My Bluetooth Places” on your computer.
Search for the DocuPen Xseries scanner.
The Bluetooth ID will have the name XSERIES in
it.
3. Once you have located the DocuPen Xseries
scanner, double click the icon (shown above),
Double click “Find Bluetooth
Devices”

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and then double click the Serial port connection
icon (shown below).
4. A security code is required at this point, enter
0000. Now the DocuPen Xseries scanner is
paired with your computer. You can now
transfer files to your computer using the
PaperPort software, without USB connection!
Using the Bluetooth connection from your DocuPen
Xseries scanner to your PLANON portable PRINTSTIK
printer
1. Turn ON the Bluetooth module in your DocuPen
Xseries scanner.
2. Turn ON the PLANON portable PRINTSTIK printer.
3. Follow instructions from the Scan Settings section
under Mode: PRINTSTIK.
DocuPen Scan modes – Profile Configurator
The Profile Configurator does not apply to the Xseries.
However you can configure directly from the DocuPen
Xseries scanner.
Docupen Color Calibration procedure
Before starting the calibration procedure please make sure
that you have downloaded our latest DocuPen PenTwain
drivers. You can download the drivers from the
installation CD or from the following link:
http://www.planon.com/drivers.php
The DocuPen is factory calibrated and there should be no
need to re-calibrate. We advise you to recalibrate only if
you experience poor scan quality, e.g. scanned image
appears in white or black.
IMPORTANT: You must re-calibrate color for 300 dpi and
600 dpi, first select resolution 300 dpi then follow the
below instructions to re-calibrate color. Then select 600
dpi resolution and repeat the color calibration.
1. Connect the DocuPen Xseries scanner to your
computer using the USB cable.
2. Start the PaperPort software
3. Press and hold the left Shift and Ctrl keys on
your keyboard and then click the Scan button
within the PaperPort window.
4. The DocuPen Scanner Control window will
appear with the Calibration function enabled. In
the DocuPen Scanner Control Window, click on
Options and select the Calibration function. If
you don’t see the Calibration function please
repeat step 3.
Hold Shift and Ctrl on
Keyboard and then click
the Scan button
Calibration…
Options
Open Profile Dialog…

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5. In the Calibration Setup window that appears
please select Calibrate Color from the drop down
menu and click OK.
6. You will be prompted to turn the DocuPen
Xseries scanner ON. Press the Power ON button
and then click OK in the PenTwain Dialog
window.
7. After the memory has been formatted, the
Calibration scanning dialog window will appear.
Please disconnect the DocuPen from the USB
cable and position it on top of the Color
Calibration sheet. Please scan the sheet in the
color mode and high resolution (600 DPI).
8. The DocuPen will now save the Calibration
Image into memory. After the image is saved,
please re-attach the DocuPen to the USB cable.
Now press the Power ON button within the
DocuPen and click the OK button within the
Calibration scanning dialog window.
9. The Calibration result dialog window will appear.
You should see the calibration values to the left
and a Green OK sign to the right.
10. Finally click Upload Values to pen button in the
Calibration result dialog window to send the
calibration result to the DocuPen Xseries
scanner. You will be prompted to turn the
DocuPen Xseries ON. Press the Power ON
button on the DocuPen Xseries scanner and click
OK in the dialog window – this will store the new
values.
You have successfully recalibrated your DocuPen Xseries
scanner!
Docupen Roller Calibration procedure
Note: In order to perform Roller Calibration need to print
out the Roller Calibration sheet. You can download the
file from the installation CD or from the link:
http://www.planon.com/drivers.php. Please print the
color calibration sheet or photo in landscape mode.
The DocuPen is factory calibrated and there should be no
need to re-calibrate. We advise you to recalibrate only if
you experience poor scan quality, e.g. scanned image
appears in white or black.
As a rule, color calibration must be performed before
roller calibration.
IMPORTANT: Roller Calibration has to be done in 600 dpi
B&W mode.
Make sure scanner is ON and click OK
Memory will be automatically formatted
Wait for color calibration sheet to be
saved, re-connect the USB connection
and turn the power ON, then click OK.
Click Upload Values to pen

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1. Connect the DocuPen Xseries scanner to your
computer using the USB cable.
2. Start the PaperPort software
3. Press and hold the left Shift and Ctrl keys on
your keyboard and then click the Scan button
within the PaperPort window.
4. The DocuPen Scanner Control window will
appear with the Calibration function enabled.
In the DocuPen Scanner Control Window, click
on Options and select the Calibration function.
If you don’t see the Calibration function please
repeat step 3.
5. In the Calibration Setup window that appears
please select Calibrate Roller from the drop
down menu and click OK.
6. You will be prompted to turn the DocuPen
Xseries scanner ON. Press the Power ON
button and then click OK in the PenTwain
Dialog window.
7. After the memory has been formatted, the
Calibration scanning dialog window will appear.
Please disconnect the DocuPen from the USB
cable and position it on top of the Roller
Calibration sheet. Please scan the sheet in the
B&W mode and high resolution (600 DPI).
8. The DocuPen will now save the Calibration
Image into memory. After the image is saved,
please re-attach the DocuPen to the USB cable.
Now press the Power ON button within the
DocuPen and click the OK button within the
Calibration scanning dialog window.
Hold Shift and
Ctrl on Keyboard
and then click
the Scan button
Calibration…
Options
Make sure scanner is ON and click OK
Memory will be automatically formatted
Wait for Roller calibration sheet to be
saved, re-connect the USB connection
and turn the power ON, then click OK.

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9. The Calibration result dialog window will appear.
You should see the roller calibration values to
the left. If the accuracy is within 96-104%, you
have successfully calibrated the rollers!
10. Finally click Upload Values to pen button in the
Calibration result dialog window to send the
calibration result to the DocuPen Xseries
scanner. You will be prompted to turn the
DocuPen Xseries ON. Press the Power ON
button on the DocuPen Xseries scanner and
click OK in the dialog window – this will store
the new values.
You have successfully recalibrated your DocuPen Xseries
scanner!
Points to Remember Before You Scan
What you scan is what you get. The DocuPen is sensitive
to changes in direction and scan speed and records every
movement you make. The more uniform your scan swipe,
the better your scanned image results. This may take a
little practice at first. If you are scanning too quickly or
abruptly changing acceleration a message will show on the
LCD screen reminding you to reduce your scanning speed.
To obtain the best scan results note the following:
Click Upload Values to pen
Hold document while
scanning
Keep DocuPen
Xseries flat while
scanning
Do not tilt while
scanning

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The document you can must be well supported on a
smooth flat surface. It is recommended that you hold the
top of the document with one hand while you scan with
the other. Place the DocuPen just above the area you
want to scan, with the LCD on the left side of the
document to be scanned.
Remove staples or clips as they will impede the gliding
movement and the resulted scan will be distorted.
Apply even pressure, in the center of the scanner to allow
the rollers to rotate smoothly.
Press the Power ON button, select he desired color and
resolution settings and slowly glide the DocuPen Xseries
scanner down across the area you want to scan. The unit
begins scanning as soon as you start moving the pen.
When you stop moving, the scan light (at the bottom of
the pen) shuts off and the DocuPen Xseries scanner saves
the data. You must wait momentarily till the data is stored
in memory. The DocuPen will then automatically shut off.
On-board Memory and External memory card
DocuPen Xseries scanner is equipped with 64MB on-board
Flash-memory and a slot for external MicroSD memory
card which gives you up to 2GB capacity (Note : Currently
we recommend use only Sandisk or Kingston memory
cards.)
The MicroSD memory card slot is located on the right-
hand side of the DocuPen Xseries scanner under the
removable cover.
To remove the cover you have to place your index finger
on the right side of the cover (just above the USB port) and
gently lift up.
The cover detaches and you see the MicroSD memory slot
covered by the cradle.
You will see the compartment for the memory card.
Place the MicroSD card in the slot, sliding it to the right.
Close the DocuPen Xseries scanner.
The formatting of the memory is accomplished by
choosing the recycle symbol in the DocuPen Xseries
scanner control window to erase the DocuPen Xseries
scanner memory which also formats this new memory.
(See erasing the DocuPen Xseries scanner Memory in this
manual for more details)
Detach the USB cable
while scanning. It
could hinder your
gliding motion by
pulling on one side of
the DocuPen Xseries
scanner.
Closed Cover
Open Cover/External memory
Open Cover/External memory slot