Xerox PAGIS PRO 2.0 User manual

About This Guide
IndexContents
User's Guide

Contents Index
COPYRIGHT INFORMATION Copyright © 1997–1998 by ScanSoft, Inc., a Xerox Company. All rights
reserved. No part of this publication may be transmitted, transcribed,
reproduced, stored in any retrieval system or translated into any
language or computer language in any form or by any means,
mechanical, electronic, magnetic, optical, chemical, manual, or
otherwise, without the prior written 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
states or jurisdictions do not allow disclaimer of express or implied
warranties in certain transactions; therefore, this statement may not
apply to you. ScanSoft reserves the right to revise this publication and to
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 TextBridge is a registered trademark, and Pagis is a trademark, of
ScanSoft, Inc., a Xerox Company. Xerox, The Document Company, and
the Stylized X are trademarks of Xerox Corp.
Excel,Word, and Windows are trademarks of Microsoft Corp.
WordPerfect is a registered trademark of WordPerfect Corp.
MGI PhotoSuite, MGI PC Photography Kit, MGI VideoWave, MGI and
the MGI logo are trademarks or registered trademarks of MGI Software
Corp.
Other terms used in this manual are the trademarks of their respective
holders.
Portions of this product copyright © 1990–1998, Pixel Translations, Inc.
Portions of this product copyright © 1994–1998, Mastersoft Corp.
Portions of this product copyright © 1998, MGI Software Corp.
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 2.0 User’s Guide
Part Number 00–09407–00
May 1998

Using this Electronic User's Guide
This document is the electronic version of the Pagis Pro User's Guide. It is in Adobe
Acrobat™ Portable Document Format (PDF), and contains links that let you navigate
quickly to specific sections of the user's guide.
To be viewing this document, you must have already installed the Acrobat Reader pro-
vided with Pagis Pro. The Acrobat Reader provides these navigation tools:
Go to first page Go to next page viewed
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viewed
Go to last pageGo to next page
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This document also contains some custom navigation tools:
IndexContents Bold Text
Click on the Contents button from any page to navigate to the Table of Contents. In the
Table of Contents, click on any entry to navigate to that section of the user's guide.
Click on the Index button from any page to navigate to the Index. In the Index, click on
any page number in bold to navigate to the page that contains that topic.
Throughout the user's guide, click on any technical term in bold to navigate to the
definition of the term.
IndexContents
More About this
User's Guide

Pagis Pro User’s Guide iii
CONTENTS
PREFACE
About this User’s Guide..............................xiii
Organization of this manual.......................xiii
Typographic conventions used in this manual..........xv
Related Documents.................................xvi
How To Contact Customer Support....................xvii
Internet and electronic mail addresses..............xvii
Telephone and fax numbers.......................xviii
1INTRODUCTION
What is Pagis Pro?.................................1–1
What Comes with Pagis Pro.........................1–2
Pagis Pro Features................................1–3
Where to Go From Here.............................1–8
2INSTALLING PAGIS PRO
System Requirements..............................2–1
Installing and Testing Your Scanner...................2–2
Installing Pagis Pro Software........................2–3
If you already have TextBridge Pro 98...............2–3
Upgrading from an earlier Pagis version.............2–3
Uninstalling the old Pagis software..............2–4
Upgrading your old Pagis search index...........2–4
Running the Pagis Pro setup program...............2–6
Where to Go From Here............................2–13
Uninstalling Pagis Pro............................2–13

iv Pagis Pro User’s Guide
3 LEARNING PAGIS PRO
Tools that Pagis Pro Adds to Windows.................. 3–1
Pagis Inbox ................................... 3–2
Pagis ToolBar ................................. 3–3
Pagis SendTo Bar .............................. 3–4
Scanning a Document .............................. 3–6
Copying a Document ............................... 3–9
Faxing a Document ............................... 3–12
Refining and Annotating a Document ................. 3–15
Scanning and Typing Into a Form .................... 3–18
Editing a Scanned Picture .......................... 3–21
Searching for a Document .......................... 3–25
Running OCR on a Document ....................... 3–29
Where to Go From Here............................ 3–31
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 in the Pagis Inbox..... 4–7
Launching the Pagis ToolBar on the Windows
desktop and changing its view ............ 4–8
Pagis SendTo Bar .............................. 4–9
Launching the SendTo Bar on the Windows desktop .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
Pagis Folders.................................... 4–14
Creating a Pagis Folder...................... 4–14
Removing Pagis Folder attributes .............. 4–15
Working with Pagis Files in Windows™ ............... 4–15
About Pagis (XIF) files.......................... 4–15
Enhanced context menu ........................ 4–17
Thumbnail command........................ 4–18
Stacking documents......................... 4–19
Unstacking documents ...................... 4–20
Converting to other image formats ............. 4–20
XIF property sheets............................ 4–23
Defining keywords and other index properties
for a file............................ 4–23
Getting details about a XIF file ................ 4–25
Scan Tool (Scanner, Copier, Fax)..................... 4–26
Setting up your scanner or digital camera to work
with Pagis Pro.......................... 4–27
About scanners and scanner drivers ............ 4–27
Selecting the scanner or digital camera driver..... 4–28
Displaying the TWAIN dialog box .............. 4–30
Changing default properties for scanned documents ... 4–32
Specifying scanner properties ................. 4–32
Specifying page refinements .................. 4–36
Specifying auto save properties ................ 4–38
Specifying keyword properties................. 4–40
Scanning documents ........................... 4–41
Scanning a single-sided document to a XIF file .... 4–41
Scanning a double-sided document to a XIF file.... 4–45
Scanning directly to an application ............. 4–47
Acquiring an image from a digital camera........ 4–49
Using Prescan to scan part of a document ........ 4–51

vi Pagis Pro User’s Guide
4 USING PAGIS PRO (CONT.)
Copying documents ............................ 4–54
Select a printer ............................ 4–54
Set up the copy job.......................... 4–56
Make copies............................... 4–57
Faxing documents ............................. 4–59
Select a fax printer ......................... 4–60
Set up the fax job........................... 4–61
Fax a document............................ 4–62
Pagis Editor .................................... 4–64
File menu ................................... 4–65
New command............................. 4–65
New Window command ...................... 4–65
Open command ............................ 4–65
Save command ............................ 4–66
Save As command .......................... 4–66
Export command........................... 4–66
Send To command.......................... 4–68
Properties command ........................ 4–68
Page Setup command ....................... 4–69
Print Preview command ..................... 4–69
Print command ............................ 4–70
Scan command ............................ 4–70
Exit command............................. 4–70
Edit menu................................... 4–70
Undo command ............................ 4–71
Cut command ............................. 4–71
Copy command ............................ 4–71
Copy as Text command ...................... 4–71
Paste command............................ 4–71

Table of Contents vii
Paste as New Page command.................. 4–71
Clear command ............................ 4–72
Select Page command ....................... 4–72
Select All Pages command.................... 4–72
Deselect All command ....................... 4–72
Move Page command........................ 4–72
Reverse Page Order command................. 4–73
View menu .................................. 4–73
Zoom command ............................ 4–74
Fit in Window command ..................... 4–74
Fit to Width command....................... 4–74
Fit to Height command ...................... 4–74
Toolbars command.......................... 4–75
Status Bar command........................ 4–75
Page Thumbnails command................... 4–75
Enhance Text Display command ............... 4–76
Show Annotations command .................. 4–76
Show Background Tint command .............. 4–76
Show Colored Text command.................. 4–76
Go to Page command........................ 4–76
Insert menu.................................. 4–77
Blank Page command ....................... 4–77
File command ............................. 4–77
Tools menu .................................. 4–78
OCR command ............................ 4–78
Picture Edit command....................... 4–80
Select command............................ 4–81
Pan command ............................. 4–81
Zoom command ............................ 4–81
Options command .......................... 4–82

viii Pagis Pro User’s Guide
4 USING PAGIS PRO (CONT.)
Page menu................................... 4–84
Auto Refine command ....................... 4–84
Refine command ........................... 4–84
Manual Straighten command ................. 4–86
Rotate command ........................... 4–87
Crop to Region command..................... 4–87
Brightness & Contrast command............... 4–88
Invert Colors command ...................... 4–89
Sharpen command.......................... 4–89
Blur command............................. 4–89
Resize command ........................... 4–89
Change Resolution command.................. 4–90
Convert Color Depth command ................ 4–90
Remove Background Tint command............. 4–91
Convert Text to Black command ............... 4–91
Image Properties command................... 4–91
Annotate menu ............................... 4–92
Highlighter command ....................... 4–92
Margin Note command ...................... 4–92
Sticky Note command ....................... 4–93
Arrow command ........................... 4–93
Line command............................. 4–93
Circle command............................ 4–93
Rectangle command......................... 4–93
Freehand command......................... 4–93
Stamp command ........................... 4–94
Edit Text command......................... 4–94
Options command .......................... 4–94

Table of Contents ix
Forms menu ................................. 4–96
Detect Fields command ...................... 4–96
Add Field command......................... 4–97
Remove All Fields command .................. 4–97
Edit Field command ........................ 4–98
Clear All Text command ..................... 4–98
Options command .......................... 4–98
Toolbars in the Pagis Editor ..................... 4–99
Standard toolbar ........................... 4–99
Annotation toolbar......................... 4–100
Image toolbar ............................ 4–100
Pagis Index Manager and Update Tool ............... 4–101
About search indexes.......................... 4–103
Exploring the Pagis Index Manager............... 4–104
Create Index command ..................... 4–105
Configure Index command................... 4–106
Delete Index command ..................... 4–106
Change Schedule command.................. 4–106
Update Index command..................... 4–107
Attach to Index command ................... 4–107
Detach from Index command................. 4–108
Properties command ....................... 4–108
Exit command............................ 4–108
Index toolbar............................. 4–109
Creating and defining an index .................. 4–109
Indexing removable media...................... 4–112
Sharing indexes in a networked environment ....... 4–115

xPagis Pro User’s Guide
4 USING PAGIS PRO (CONT.)
Search Tool .................................... 4–116
Basic search steps ............................ 4–116
Defining a search string ....................... 4–118
Simple searches........................... 4–118
Concept (Boolean) searches .................. 4–119
Proximity searches ........................ 4–121
Natural language searches .................. 4–121
Search by example......................... 4–122
Other search properties........................ 4–122
Search Options tab ........................ 4–122
Date Modified tab ......................... 4–123
Keywords tab ............................ 4–124
Name & Type tab ......................... 4–124
File menu .................................. 4–125
Open Selected command .................... 4–125
Properties command ....................... 4–125
Open Containing Folder command............. 4–126
Save Search command...................... 4–126
Exit command............................ 4–126
Edit menu.................................. 4–126
Copy command ........................... 4–126
Select All command........................ 4–127
Invert Selection command................... 4–127
View menu ................................. 4–127
Toolbar command ......................... 4–127
Status Bar command....................... 4–127
Large Icons command ...................... 4–128
Small Icons command ...................... 4–128
List command ............................ 4–128
Details command.......................... 4–128
Arrange Items command .................... 4–128

Table of Contents xi
Options menu ............................... 4–129
Configure Search Results command............ 4–129
Index menu................................. 4–130
Update Indexes command ................... 4–130
Manage Indexes command................... 4–130
Search toolbar............................... 4–131
Working with found documents.................. 4–131
Where to Go From Here........................... 4–132
5 EXAMPLES AND TIPS
Sample Uses of Pagis Pro ........................... 5–1
Scan manuscripts and photographs for a newsletter .... 5–2
Create a library of company documents.............. 5–3
Use annotations to comment on scanned design
drawings ............................... 5–4
Scan invoices and e-mail them to customers .......... 5–5
Scan pictures for art projects or to create posters....... 5–6
Scan and fax reports to clients..................... 5–6
Scan, organize, and retrieve articles and
research information...................... 5–7
Scan client records for archival to CD-ROM........... 5–8
Eliminate office clutter .......................... 5–8
Scan receipts and other financial documents
for tax purposes......................... 5–10
Scan and retrieve your favorite recipes ............. 5–11
Scan photos of possessions for insurance purposes..... 5–12
Tips and Techniques .............................. 5–12
Using the Pagis Print Driver to create XIF documents.. 5–13
Downloading the Pagis Viewer ................... 5–17

xii Pagis Pro User’s Guide
5 EXAMPLES AND TIPS (CONT.)
Sending XIF files as e-mail attachments ............ 5–18
America Online ............................ 5–19
Eudora Pro and Eudora Lite .................. 5–20
Lotus cc:Mail and Lotus Notes................. 5–20
MS Outlook Express and MS Outlook ........... 5–21
Netscape Mail ............................. 5–21
Registering Netscape and Netscape Mail......... 5–22
Dragging XIF files to open applications............. 5–23
Using TextBridge Pro as a standalone application..... 5–24
Using MGI PhotoSuite as a standalone application .... 5–25
Where to Go From Here............................ 5–26
A SUPPORTED PROGRAMS AND FILE FORMATS
Supported Drag-and-Drop Programs ................... A–1
Image Formats that Pagis Pro Supports ................ A–6
GLOSSARY OF TERMS
INDEX

Pagis Pro User’s Guide xiii
Contents Index
PREFACE
Welcome to Pagis Pro from ScanSoft, Inc., a Xerox Company.
Pagis Pro is your all-in-one scanning suite running in Microsoft®
Windows™ 95, Windows 98 or Windows NT 4.0.
Please read this preface before going on to install and use Pagis
Pro, as it discusses the following important topics:
◆ About this user’s guide
◆ Related documents
◆ How to contact customer support
ABOUT THIS USER’S GUIDE
This user’s guide provides all the information you need to install,
learn and use Pagis Pro successfully.
Please note that this user’s guide does not teach you about your
Windows operating system. It assumes that you know how to
operate and manage your computer and its operating system
software.
Organization of this manual
Whether you need learning exercises, reference information, or
examples and tips, this manual is designed to work for you.
To make best use of this manual, take a minute to see how it is
organized:

xiv Pagis Pro User’s Guide
Contents Index
◆ Chapter 1, “Introduction,” provides an overview of Pagis Pro
features and benefits, describes what is included with Pagis, and
tells you how to get started with installing and using the
software.
◆ Chapter 2, “Installing Pagis Pro,” discusses system requirements,
and provides complete installation instructions. It also describes
how to uninstall Pagis Pro.
◆ Chapter 3, “Learning Pagis Pro,” provides step-by-step practice
sessions to help you learn and use the primary tools of Pagis Pro.
◆ Chapter 4, “Using Pagis Pro,” is the primary reference to Pagis
Pro. It provides in-depth, detailed information and step-by-step
procedures to explore, set up, use, and master Pagis Pro.
◆ Chapter 5, “Examples and Tips,” describes many sample uses for
Pagis Pro and some additional tips and techniques. For example,
it describes how to attach and e-mail a Pagis document using
many popular e-mail applications. It also describes the Pagis
Print Driver that enables you to “print” a document from another
application to convert it to the Pagis eXtended Image File (XIF)
format.
◆ Appendix A, “Supported Programs and File Formats”, lists the
programs that Pagis Pro supports for drag-and-drop operations.
It also lists the file formats it can import and export.
◆ The “Glossary of Terms” provides definitions of all of the
technical terms used in this manual.
◆ The “Index” provides page numbers for all of the topics described
in this manual.
Note This manual is provided both in print and electronic form. The
electronic version is in Adobe® Portable Document Format (PDF),
and is designed as a complete hyperlinked reference tool.

Preface xv
Contents Index
Typographic conventions used in this manual
This manual uses bold, italic, and other typographic styles to
highlight different types of information in the text (Table P–1).
Table P–1. Documentation Conventions
bold Introduces a new term, or the first use of an
important term in a chapter; also sometimes
used to denote strong in-line emphasis.
italic Denotes titles of other manuals or books. Also
used to denote generic representations of file
name entries, for example,
filename
monospace Denotes examples, menu text, actual file names
or messages that appear on the computer
screen.
“ ” (quotes) Denotes titles of chapters and sections in this
manual.
☞Introduces tips that provide useful information
about a procedural step or system function.
Note Introduces information of special note about the
current topic. There are borders above and
below the noted text.

xvi Pagis Pro User’s Guide
Contents Index
RELATED DOCUMENTS
In addition to the printed Pagis Pro User’s Guide,refer to the
following documents for more information related to Pagis Pro:
◆ Release Notes—Read the on-line Release Notes (Readme.rtf)
first. This document provides late-breaking information about
Pagis Pro. You can access the Release Notes at installation time,
and after installation in the Pagis Pro 2.0 Program Group.
◆ On-line version of the Pagis Pro User’s Guide—This user’s
guide is also provided in Adobe® Acrobat™ 3.0 Portable
Document Format (PDF). You can access the User’s Guide
(PagisUG.pdf) at installation time, and, after installation, from
the Pagis Pro 2.0 CD-ROM.
☞ The PDF version of the user’s guide provideshyperlinks in
the table of contents and index that let you navigate quickly
to specific information in the manual.
◆ On-line Help—From Pagis Pro software, you can access context
sensitive help, including topics about the menus, commands, and
tools. Using the standard Windows winhelp utility, you can also
access Pagis help via Contents, Index, and Search screens.
◆ TextBridge Pro User’s Guide—Provided in both printed and
PDF formats, the TextBridge Pro User’s Guide covers all aspects
of the optical character recognition (OCR) technology built into
Pagis Pro software. TextBridge Pro software also contains its own
extensive on-line help system.
◆ MGI PhotoSuite documentation—You can access the
PhotoSuite Idea Guide and Reference Manual in Adobe Acrobat
PDF files on the Pagis Pro CD-ROM. To order hard copies of
these manuals, contact MGI Software Corp. directly:
Phone: [phone] (North America only)
(905) 764–7358 (Outside North America)
Fax: [phone]
Email: [email protected]

Preface xvii
Contents Index
HOW TO CONTACT CUSTOMER SUPPORT
Registered users of Pagis Pro are entitled to free customer
support from ScanSoft, Inc.
If you should experience problems with Pagis Pro that you cannot
resolve, contact Pagis Technical Support.
You can contact Pagis Technical Support by the Internet,
telephone, or fax, as described below.
This information will assist Technical Support in solving the
problem:
◆ Your software version number
(This is in the Control menu of the Pagis ToolBar under the
About Pagis command.)
◆ Your software serial number
(This is the serial number on the back of the Pagis CD-ROM
case.)
◆ Your scanner make and model
◆ A description of the steps that led up to the problem
◆ If Pagis Pro generated an error message, a verbatim description
of the error message or its number
Internet and electronic mail addresses
You can contact Technical Support and get information about
Pagis Pro on the Internet at the addresses in the following list:
◆ Pagis site: www.pagis.com
The Pagis website provides a link to Technical Support with
Frequently Asked Questions, technical information bulletins, and
a problem report form.

xviii Pagis Pro User’s Guide
Contents Index
E-mail in the United States, Canada, or the Pacific Rim:
◆ Technical Support: [email protected]
◆ Sales information: [email protected]
E-mail from European countries and the Middle East:
◆ Technical Support: [email protected]
◆ Sales information: [email protected]
Telephone and fax numbers
Call one of the following telephone numbers or send a fax
describing the problem to one of the fax numbers.
In the United States, Canada, or the Pacific Rim:
☎Telephone: [phone] (Monday–Friday, 8:30 a.m.–5:30 p.m.
Eastern Time)
Fax: [phone]
From European countries and the Middle East:
Xerox ScanSoft Ltd. in England:
☎Telephone: [phone]
Fax: [phone]

Pagis Pro User’s Guide 1–1
Contents Index
1
INTRODUCTION
Welcome to Pagis™ Pro, your all-in-one scanning suite from
ScanSoft, Inc., a Xerox Company. Read this chapter for
information about the following topics:
◆What is Pagis Pro?
◆What comes with Pagis Pro
◆Pagis Pro features
☞To get started quickly, go directly to Chapter 2, “Installing Pagis
Pro,” for installation instructions.
WHAT IS PAGIS PRO?
Pagis Pro is the premier color scanning suite available for
Microsoft Windows™ 95, Windows 98, and Windows NT 4.0.
Pagis Pro enables you to scan, copy, fax, view and edit, index,
search and otherwise manage electronic documents (articles,
photos, forms, and so on) on your Windows desktop.
In addition to documents on your personal computer, Pagis Pro
enables you to manage documents on removable media, such as
Jaz™ and Zip™ drives and CD-ROMs.
Figure 1–1 shows the Pagis ToolBar, which provides access to
all the major features of the product.
Figure 1–1. Pagis ToolBar