Nuance Pagis Pro 2.0 User guide

About This Guide

IndexContents

User's Guide

Contents Index

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.

Verity Topic® Search Technology copyrighted by Verity, Inc.

AccuSoft Redlining® Toolkit copyrighted by AccuSoft Corp.

Authors: Jim Cahill and Sadie DeSimone

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

Go to previous page

viewed

Go to last pageGo to next page

Go to previous page

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

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.............................1–8

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 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

x Pagis 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 provides hyperlinks 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: 1-888–644–7638 (North America only)

(905) 764–7358 (Outside North America)

Fax: (905) 707–3694

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: 978–977–6304 (Monday–Friday, 8:30 a.m.–5:30 p.m.

Eastern Time)

Fax: 978–977–2434

From European countries and the Middle East:

Xerox ScanSoft Ltd. in England:

☎ Telephone: +44 (0) 1923 209140

Fax: +44 (0) 1923 208446

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

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