ScanSoft PAGIS PRO 3.0 User manual

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COPYRIGHT INFORMATION Copyright © 1996–2000 by ScanSoft, Inc. All rights reserved. No part of
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consent of ScanSoft, Inc., 9 Centennial Drive, Peabody, Massachusetts
01960. Printed in the United States of America.
The software described in this book is furnished under license and may
be used or copied only in accordance with the terms of such license.
IMPORTANT NOTICE ScanSoft, Inc. provides this publication “as is” without warranty of any
kind, either express or implied, including but not limited to the implied
warranties of merchantability or fitness for a particular purpose. Some
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make changes from time to time in the content hereof without obligation
of ScanSoft to notify any person of such revision or changes.
TRADEMARKS AND CREDITS ScanSoft, TextBridge, and Pagis are registered trademarks, and Kai’s
PhotoSoap2 is a trademark of ScanSoft, Inc.
Excel,Word, and Windows are trademarks of Microsoft Corp.
WordPerfect is a registered trademark of WordPerfect Corp.
Other terms used in this manual are the trademarks of their respective
holders.
Portions of this product copyright © 1990–2000, Pixel Translations, Inc.
Portions of this product copyright © 1994–2000, Mastersoft Corp.
Portions of this product copyright © 2000, Adobe Systems, Inc.
Verity Topic® Search Technology copyrighted by Verity, Inc.
AccuSoft Redlining® Toolkit copyrighted by AccuSoft Corp.
Authors: Jim Cahill and Sadie DeSimone
© SCANSOFT, INC.
9 Centennial Drive
Peabody, Massachusetts 01960
Pagis Pro 3.0 Millennium User’s Guide
Part Number 00–09690–00
January 2000

Pagis Pro User’s Guide iii
Index
CONTENTS
PREFACE
About this User’s Guide..............................xiii
Typographic conventions used in this manual ..........xiv
Related Documents ................................. xv
1 INTRODUCTION
What is Pagis Pro? ................................ 1–1
What Comes with Pagis Pro ......................... 1–2
Pagis Pro Features ................................ 1–3
Where to Go From Here............................. 1–9
2 INSTALLING PAGIS PRO
System Requirements .............................. 2–1
Installing and Testing Your Scanner ................... 2–2
Installing Pagis Pro Software ........................ 2–3
If you already have TextBridge .................... 2–3
Upgrading from an earlier Pagis version ............. 2–3
Running the Pagis Pro setup program ............... 2–4
Upgrading old Pagis search database .............. 2–12
Where to Go From Here............................ 2–14
Uninstalling Pagis Pro ............................ 2–15

iv Pagis Pro User’s Guide
Index
3 LEARNING PAGIS PRO
Pagis Inbox — The Pagis Control Center ................ 3–2
Pagis ToolBar ................................. 3–3
Pagis SendTo Bar .............................. 3–5
Pagis Folders.................................. 3–6
Scanning a Document .............................. 3–6
Copying a Document .............................. 3–10
Faxing a Document ............................... 3–13
E-mailing a XIF image ............................ 3–16
Refining and Annotating a Document ................. 3–19
Scanning and Typing Into a Form .................... 3–23
Scanning a Document Into a Text Application ........... 3–26
Searching for a Document .......................... 3–28
Running OCR on a Document ....................... 3–32
Where to Go From Here............................ 3–34
4 USING PAGIS PRO
Pagis Inbox ...................................... 4–1
Pagis Inbox menus and commands ................. 4–2
Pagis commands in the File menu ............... 4–3
Pagis commands added to the View menu ......... 4–3
Pagis menu ................................ 4–4
Document thumbnails ........................... 4–5
Pagis ToolBar ................................. 4–7
Modifying the Pagis ToolBar ................... 4–7
Pagis SendTo Bar .............................. 4–9
Changing SendTo Bar options .................. 4–9
Adding a program to the SendTo Bar............ 4–10
Removing a program from the SendTo Bar ....... 4–12
Changing the Pagis Inbox location in your file system .. 4–13

Table of Contents v
Index
4 USING PAGIS PRO (CONT.)
Pagis Folders.................................... 4–14
Creating a Pagis Folder...................... 4–14
Removing Pagis Folder attributes .............. 4–14
Pagis Folders and Pagis Search Databases ....... 4–15
Working with Pagis Files in Windows™ ............... 4–15
About Pagis (XIF) files.......................... 4–16
Enhanced context menu ........................ 4–18
Stacking documents......................... 4–18
Unstacking documents ...................... 4–20
Converting to other image formats ............. 4–20
Adding files to the Pagis Search Database........ 4–23
Defining keywords and other properties for a file...... 4–24
Defining Title, Author, and Keywords for a file .... 4–24
Viewing and printing documents with Pagis Document
Viewer................................ 4–26
Working with the Pagis Document Viewer........ 4–26
File menu ................................ 4–28
Edit menu ................................ 4–29
View menu ............................... 4–30
Scan Tool (Scanner, Copier, Fax) .................... 4–31
Setting up your scanner or digital camera
to work with Pagis....................... 4–32
About scanners and scanner drivers ............ 4–32
Running the Scanner Setup Wizard............. 4–33
Changing default properties for scanned documents ... 4–36
Specifying scanner properties ................. 4–37
Specifying page refinements .................. 4–40
Specifying auto save properties ................ 4–43
Specifying keyword properties ................. 4–45

vi Pagis Pro User’s Guide
Index
4 USING PAGIS PRO (CONT.)
Scanning documents ........................... 4–46
Scanning a single-sided document to a XIF file .... 4–46
Scanning a double-sided document to a XIF file.... 4–50
Scanning directly to an application ............. 4–52
Acquiring an image from a digital camera ........ 4–54
Using Prescan to scan part of a document ........ 4–57
Copying documents ............................ 4–59
Select a printer ............................ 4–60
Set up the copy job.......................... 4–61
Make copies............................... 4–63
Faxing documents ............................. 4–65
Select a fax printer ......................... 4–65
Set up the fax job........................... 4–67
Fax a document............................ 4–68
Pagis Editor .................................... 4–70
Menus and Commands in the Pagis Editor .......... 4–71
File menu ................................ 4–71
Edit menu ................................ 4–74
View menu ............................... 4–76
Insert menu............................... 4–78
Tools menu ............................... 4–78
Page menu................................ 4–80
Annotate menu ............................ 4–82
Forms menu .............................. 4–84
Toolbars in the Pagis Editor ..................... 4–86
Standard toolbar ........................... 4–86
Annotation toolbar.......................... 4–87
Image toolbar ............................. 4–87

Table of Contents vii
Index
4 USING PAGIS PRO (CONT.)
Inserting New Pages into an Open Document ........ 4–88
Scanning new pages into an open document ...... 4–88
Pasting images from other applications .......... 4–90
Inserting a blank page....................... 4–90
Inserting an image file....................... 4–90
Re-ordering pages in a document............... 4–91
Image Editing and Refinement ................... 4–92
Auto refinement ........................... 4–93
Manual refinement ......................... 4–93
Straightening pages ........................ 4–95
Rotating pages............................. 4–96
Cropping pages ............................ 4–96
Adjusting brightness and contrast .............. 4–97
Resizing pages............................. 4–98
Changing resolution ........................ 4–98
Converting color depth ...................... 4–98
Removing background tint.................... 4–99
Making Annotations in a Pagis document .......... 4–100
Basic annotation procedure .................. 4–100
Specifying annotation options ................ 4–101
Filling Out Forms ............................ 4–103
Specify form field options.................... 4–103
Analyze and fill out the form ................. 4–104
Preparing a XIF Document for Printing............ 4–106
Exporting XIF to Other Image Formats............ 4–107
Specify Save/Export preferences .............. 4–107
Using the Export command .................. 4–108
Using the SendTo command ................. 4–109

viii Pagis Pro User’s Guide
Index
4 USING PAGIS PRO (CONT.)
Using OCR To Capture Text from the Editor ........ 4–110
Web Capture Tool ............................ 4–112
Creating a web site shortcut .................... 4–112
Editing a web site thumbnail.................... 4–114
Using a weblink shortcut....................... 4–114
Pagis Search Database Manager and Update Tool....... 4–115
About search databases ........................ 4–116
Exploring the Pagis Search Database Manager ...... 4–117
Create Search Database command............. 4–118
Configure Search Database command .......... 4–119
Delete Search Database command............. 4–120
Change Schedule command .................. 4–120
Update Search Database command ............ 4–121
Attach to Search Database command........... 4–122
Detach from Search Database command ........ 4–123
Properties command ....................... 4–123
Exit command ............................ 4–123
Search Database toolbar .................... 4–123
Creating and defining a search database ........... 4–124
Updating a search database for removable media .... 4–128
Sharing search databases in a networked environment 4–130
Search Tool .................................... 4–131
Basic search steps ............................ 4–132
Defining a search string ....................... 4–134
Simple searches........................... 4–135
Proximity searches ........................ 4–136
Natural language searches .................. 4–136
Search by example......................... 4–137

Table of Contents ix
Index
4 USING PAGIS PRO (CONT.)
Other search properties........................ 4–137
Keywords tab ............................ 4–137
Date tab ................................ 4–138
Name and Type tab ........................ 4–139
Advanced tab............................. 4–139
Finding out what files a database contains ...... 4–142
File menu .................................. 4–143
Open Selected Document command ............ 4–143
Properties command ....................... 4–143
Open Containing Folder command............. 4–144
Save Search command...................... 4–144
Exit command ............................ 4–144
Edit menu .................................. 4–144
Copy command ........................... 4–145
Select All command ........................ 4–145
Invert Selection command ................... 4–145
View menu ................................. 4–145
Large Icons command ...................... 4–145
Small Icons command ...................... 4–146
List command ............................ 4–146
Details command.......................... 4–146
Arrange Items command .................... 4–146
Database menu .............................. 4–146
Update Search Databases command ........... 4–147
Manage Search Databases command........... 4–147
Working with found documents .................. 4–147
Viewing search hits in found documents ........... 4–149
Where to Go From Here........................... 4–150

xPagis Pro User’s Guide
Index
EXAMPLES AND ADVANCED FEATURES
Sample Uses of Pagis Pro ........................... 5–1
Scan manuscripts and photographs for a newsletter .... 5–2
Scan a document and edit it in a word processor ....... 5–3
Scan a spreadsheet and edit it
in a spreadsheet application ................ 5–3
Create a library of company documents .............. 5–4
Use annotations to comment on scanned design drawings 5–5
Scan invoices and e-mail them to customers .......... 5–6
Scan and fax reports to clients..................... 5–6
Scan, organize, and retrieve articles and
research information ...................... 5–7
Eliminate office clutter .......................... 5–8
Scan receipts and other financial documents
for tax purposes......................... 5–10
Scan a picture, add keywords,
and add it to a search database ............. 5–10
Scan photos of possessions for insurance purposes..... 5–11
Tips and Techniques .............................. 5–12
Using the Pagis Print Driver to create XIF documents.. 5–12
Downloading the Pagis Viewer ................... 5–17
Sending XIF files as e-mail attachments ............ 5–18
America Online ............................ 5–18
Eudora Pro and Eudora Lite .................. 5–19
Lotus cc:Mail and Lotus Notes................. 5–20
MS Outlook Express and MS Outlook ........... 5–20
Netscape Mail ............................. 5–21
Registering Netscape and Netscape Mail......... 5–22
Dragging XIF files to open applications ............. 5–27
Using TextBridge Pro as a standalone application..... 5–27
Where to Go From Here............................ 5–29