User's Guide Contents Index About This Guide
Contents COPYRIGHT INFORMATION Index 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.
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 provided with Pagis Pro.
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?................................. What Comes with Pagis Pro .
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 ....................
Pagis Folders.................................... 4–14 Creating a Pagis Folder...................... 4–14 Removing Pagis Folder attributes .............. Working with Pagis Files in Windows™ ............... About Pagis (XIF) files.......................... Enhanced context menu ........................ 4–15 4–15 4–15 4–17 Thumbnail command........................ 4–18 Stacking documents......................... 4–19 Unstacking documents ...................... 4–20 Converting to other image formats .......
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 ..............
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 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.............................
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 USING PAGIS PRO (CONT.) Search Tool .................................... Basic search steps ............................ Defining a search string ....................... Simple searches........................... Concept (Boolean) searches .................. Proximity searches ........................ Natural language searches .................. Search by example......................... Other search properties ........................ Search Options tab ........................ Date Modified tab .......
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 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.....
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.
Contents ◆ 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.
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.
Contents Index RELATED D OCUMENTS 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.
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.
Contents Index E-mail in the United States, Canada, or the Pacific Rim: ◆ Technical Support: pagis_support@xis.xerox.com ◆ Sales information: pagis_sales@xis.xerox.com E-mail from European countries and the Middle East: ◆ Technical Support: uksupport@xis.xerox.com ◆ Sales information: xisuk@xis.xerox.com Telephone and fax numbers Call one of the following telephone numbers or send a fax describing the problem to one of the fax numbers.
Contents 1 Index 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.
Contents Index WHAT COMES WITH PAGIS PRO The Pagis Pro package includes a software CD-ROM, printed user’s guides for both Pagis Pro and TextBridge Pro, and a printed postage-paid customer registration form. If any of these items are missing, please contact ScanSoft Customer Support as described in the Preface.
Contents Index PAGIS PRO FEATURES Pagis Pro tools are designed to improve your work flow, productivity, and organization. Please read this section for highlights of the many features and benefits Pagis Pro provides. ◆ The Pagis Inbox The Pagis Inbox (Figure 1–2) is a special folder installed on your Windows desktop. It is Pagis Pro’s default location for scanned documents and the main control center for Pagis Pro operation.
Contents ◆ Index Pagis Folders There is only one Pagis Inbox. However, Pagis Pro enables you to change any standard Windows folder into a Pagis Folder, which has all the same enhancements as the Pagis Inbox. For organizing your scanned documents, the Pagis Inbox provides several sample Pagis Folders—Business Materials, Finances, Home, Magazine Articles, Photographs, and Recipes.
Contents ◆ Index Scan and capture high quality color images in extremely compact file sizes Only Pagis Pro offers the XIF (eXtended Image File) format, which enables you to store high quality color scans in extremely compact file sizes. A typical color magazine page, for example, can take up less than 100 kilobytes when scanned to XIF. By contrast, a JPEG version of the same file could be as much as five times the size. JPEG is a very popular image compression format.
Contents ◆ Index Fax your scanned documents With Pagis Pro, a modem and fax software, you can quickly and conveniently fax text documents, forms, photos and so on. To achieve the best quality image, Pagis Pro enhances the scanned document before it is faxed. Some of the fax applications supported by Pagis Pro are Delrina WinFax and Eclipse Fax. For a complete list of supported fax applications, see Appendix A, “Supported Programs and File Formats.
Contents ◆ Index Search and retrieve all documents on your system The Pagis Search Tool enables you to perform a full text search of the scanned documents and electronic (for example, Word) documents on your system. You can also add keywords to scanned documents so you can easily find them.
Contents Index WHERE TO GO FROM HERE Proceed to Chapter 2 of this manual for detailed instructions to install and register Pagis Pro software, and to select your scanner. Chapter 2 also describes how to uninstall Pagis Pro.
Contents 2 Index INSTALLING PAGIS PRO This chapter describes the Pagis Pro software installation and setup procedures. Specifically, it covers these topics: ◆ System requirements ◆ Installing and testing your scanner ◆ Installing Pagis Pro software ◆ Uninstalling Pagis Pro software It is recommended that you read through the first three sections before proceeding with software installation. However, if you are ready to begin software installation, please turn to Page 2–3.
Contents Index INSTALLING AND TESTING YOUR SCANNER Using built-in ISIS drivers, Pagis Pro works with many popular desktop scanners. In addition, with its support of the TWAIN standard, Pagis Pro can work with scanners and other devices, such as digital cameras, that provide their own TWAIN source drivers. Note Check the Pagis Pro home page on the World Wide Web for the latest list of supported scanners and digital cameras: http://www.pagis.
Contents Index INSTALLING PAGIS PRO SOFTWARE After you have installed and tested your scanner, you are ready to install Pagis Pro software. This section covers these topics: ◆ If you already have TextBridge Pro 98 ◆ Upgrading from an earlier Pagis version ◆ Running the Pagis Pro setup program If you are a new Pagis user, go directly to “Running the Pagis Pro setup program” on page 2–6.
Contents Index Uninstalling the old Pagis software If you have Pagis Pro 97 or Pagis SE, you must uninstall it before installing the new version of Pagis Pro. To uninstall the old version of Pagis software: 1. Close all active applications, including the Pagis Tool Bar and Send To Bar. 2. On the Windows task bar, click: Start ➧ Programs ➧ Pagis ➧ Uninstall Pagis 3. Follow the screen messages to proceed with the Uninstall process.
Contents Index 2. Fully install Pagis Pro 2.0 using the procedure that starts on page 2–6. 3. Locate the Upgrader program. The program name is Upgrader.exe. It is located in the installation directory that you specified for Pagis Pro 2.0, typically: C:\Program Files\Xerox\Pagis 4. Double-click on the Upgrader.exe program to run it. A message box informs you that Pagis Pro 2.0 has detected an old Pagis index, and asks if you want to upgrade it. 5. Click Yes in the message box.
Contents Index Running the Pagis Pro setup program To install this new version of Pagis Pro software for Windows 95, Windows 98, or Windows NT 4.0: 1. Insert the Pagis Pro CD into your CD-ROM drive. An autorun program on the CD-ROM launches the Pagis setup program automatically. An initial screen provides several options. ☞ If your system is set up to ignore autorun commands, use Windows Explorer to navigate to the Pagis CD-ROM. At the top-level of the CD-ROM, double-click the Autorun.
Contents Index 4. Read the license agreement, then: Click No if you do not accept the license agreement. Pagis Pro setup will close. Click Yes to proceed with installation. A screen to specify the installation drive and folder now appears (Figure 2–2). Browse to specify a different installation drive or folder Click Next to proceed Figure 2–2. Choose Destination Location dialog box 5. Specify a different installation drive and directory if necessary, then click Next.
Contents Index Remove the checkmark for items not to be installed Click to change an item Click Next to proceed Figure 2–3. Select Components dialog box 7. Select the components to be installed, then click Next. Go to Step 8. ☞ Before you click Next, you can click the Change button to further define sub-components to be installed. For example, if you click the Pagis Program item, then click Change, you can opt not to install TextBridge Pro or MGI PhotoSuite.
Contents Index ☞ The Pagis SendTo Bar is a convenient way to import scanned documents to your programs. You simply drag a scanned document to a program shortcut on the SendTo Bar, and the scanned document is converted and imported automatically. This feature is described in more detail in Chapters 3 and 4. Specify the programs to appear on the SendTo Bar, then click OK Figure 2–4. Add Shortcuts dialog box 9. Specify the program shortcuts to be placed on the SendTo Bar. When you are done, click OK.
Contents Index Click when done Find and select your scanner Click to configure the driver Click ISIS only or TWAIN only to narrow the list Figure 2–5. Select Scanner dialog box 11. Find and select your scanner in the list, and if necessary configure it to use the correct scanner settings. When you are done, click OK in the Select Scanner dialog box. Most new scanners and digital cameras have TWAIN drivers, which are provided by the manufacturer.
Contents Index The default selection is to use the Pagis scanner interface, which provide access to all of Pagis Pro’s scanner settings. It is recommended that you start with the default here, particularly if your scanner is one that is listed in the release notes as having been certified with Pagis Pro. However, not all TWAIN scanner drivers are designed to be used with the TWAIN user interface hidden. In this case, you must configure your scanner to work with its own scanner settings.
Contents Index 11. Complete the electronic registration. Follow the instructions in the electronic registration screens. If you do not have a modem or fax machine, you can click a Print Mail Form button from the electronic registration program and mail it to ScanSoft, Inc. Note It is highly recommended that you register your copy of Pagis Pro. This entitles you to free customer support, and assures that you are kept up to date on software updates and upgrades.
Contents Index Specify whether to reboot at this stage Click to end Setup Figure 2–6. Restarting Windows dialog box WHERE TO GO FROM HERE With Pagis Pro fully installed, you are ready to begin using the product. Please refer to Chapter 3 of this guide. It is designed to help you learn the primary features of Pagis Pro. UNINSTALLING PAGIS PRO To restore your PC to the state it was in before you installed Pagis Pro, use the following procedure.
Contents Index 1. Close all active applications, including the Pagis Pro Tool Bar, Send To Bar, and Pagis Index Manager Scheduler. The Pagis Index Manager Scheduler runs as a background process. It places a small icon in the right-hand or lower corner of the Windows task bar: Left-click on the icon to display a context menu. Click the Close Index Manager Scheduler command. A dialog box to confirm the closing appears. Click Yes in the dialog box. 2.
Contents Index 4. Click Yes to continue the uninstall process. A progress dialog box appears indicating the items that are being removed from your system. The first item is “Shared program files.” These are system-level files that Pagis Pro installs. Because these are system-level files, the Uninstall Utility displays another dialog box to confirm the removal of these shared files. 5. In the Remove Shared File dialog, click Yes To All. Click Yes again to confirm. The uninstall process continues.
Contents Index 8. Click OK to finish the Uninstall process. If you selected the Yes option, your system is rebooted automatically at this stage (Recommended). If you selected the No option, make sure to reboot your system as soon as possible to finish the Pagis Pro uninstall process. After you reboot, a Pagis cleanup utility program runs automatically.
Contents 3 Index LEARNING PAGIS PRO Assuming that you successfully completed the setup steps in Chapter 2, you are now ready to learn more about Pagis Pro operation.
Contents Pagis Inbox Index When you install Pagis Pro, the Setup program places the Pagis Inbox icon on your Windows desktop. The icon serves as a shortcut to the Pagis Inbox folder. By default, the Pagis Inbox folder has the following location: C:\My Documents\Pagis Inbox (Windows 95/98) C:\Pagis Inbox (Windows NT 4.0) Double-click on the desktop icon to open the Pagis Inbox. The Pagis Inbox, an enhanced Windows folder, is the control center for Pagis Pro operations (Figure 3–1).
Contents Index Like all Windows folders, the Pagis Inbox offers standard menus and commands, toolbar, and views (Large Icon, Small Icon, List, and Details).
Contents Index Table 3–1. Pagis ToolBar Tools (cont.) Click To Launch The Editor to open a scanned document, view it, clean it up, enter text and other annotations in it, image edit it, and more. Search Tool to locate files by content or keyword on any hard drive, removable drive, or CD-ROM. Update Index tool, which lists, and lets you update, any or all of the file indexes that you have created.
Contents Index The SendTo Bar provides a powerful, fast and convenient way to import scanned documents to the other applications on your system. To do this, you simply click and hold on a document, and drag it to the target program’s shortcut on the SendTo Bar.
Contents Index SCANNING A DOCUMENT To scan a hard copy document into Pagis Pro, use the Scan button on the Pagis ToolBar, as follows. Note This procedure assumes that you have properly connected your scanner and it is working with Pagis Pro. Also, this basic procedure uses the scanning defaults built into Pagis Pro. For more details about the Scan Tool settings, please refer to Chapter 4. 1. Place the page(s) to be processed into the scanner.
Contents Index 3. Select the page type of the document to be scanned. ☞ The Any Document page type is the default and works well for most documents. 4. Click the Scan button on the Scanner dialog box. ☞ With most flatbed scanners, Pagis Pro can perform a two-pass scan. This optimizes binary (black and white) scanning for the text layer and color scanning for the graphics layer. If you select Letter as the page type, or Photograph, Pagis Pro will only perform a one-pass scan.
Contents Index 5. To continue scanning go to Step 6. To end scanning and save your document, go to Step 8. 6. Insert the next page into the scanner, and click the More Pages button. A More Pages dialog box appears allowing you to select a different page type for this next page (Figure 3–6). Click to scan the next page of the document Select a different page type if necessary Figure 3–6. More Pages dialog box 7. Specify the page type for the next page, and click the Scan button.
Contents Index Pagis Document.xif Also, after the file is stored in the Pagis Inbox (or other destination folder), Pagis automatically opens the folder on your desktop, and selects the file for you. Finally, the Scan Tool closes automatically, as controlled by the Close when done checkbox (which is turned on by default). COPYING A DOCUMENT When you direct Pagis Pro to copy a document, it automatically does so in two stages: scanning the original document; then printing it to the specified printer.
Contents Index • Reduce/Enlarge: Leave on Reduce To Fit unless you have a specific size in mind. With this setting, the page is slightly reduced to accommodate the built-in margins in printers. • Enhance Text and Pictures: Click this on only if you are copying a document with photographs. With text-only documents, leave this off. • Collate Copies: Click this on if you are scanning more than a one-page document.
Contents Index Click to scan more pages to be copied Scanned pages to be copied are stored here temporarily When all pages are scanned, click to print Figure 3–8. Copier Progress dialog box 5. Insert the next page of the document in the scanner. In the Copier Progress dialog box, click More Pages. The next page is scanned and added to the Copier Progress page area. Repeat this step for each additional page. When all pages have been scanned, go to Step 6. 6. Click the Print Copy button.
Contents Index FAXING A D OCUMENT In Pagis Pro, faxing a document involves three separate operations—scanning the original document; optimizing the image quality; and sending the image(s) to your fax software (for example WinFax™ Pro). After Pagis Pro sends the image to your fax software, you specify the fax phone number and send the fax as you ordinarily would. Refer to the documentation that came with your fax software for additional instructions.
Contents Index Specify the fax quality setting Click to start the Fax process Figure 3–9. Fax tab on the Scan Tool 4. Click the Fax button to start the fax process. The first page of the document is scanned. A Fax Progress dialog displays the status of the job. When the page is completely scanned, it appears as Page 1 in the Fax Progress window (Figure 3–10, next page). 5. If you are faxing a multiple-page document, go to Step 6 to scan the next page.
Contents Index Click to scan more pages to be faxed Scanned pages to be faxed are stored here temporarily When all pages are scanned, click to send to your fax software Figure 3–10. Fax Progress dialog 7. Click the Send Fax button. All scanned pages are saved to a temporary file, then your fax software takes over. 8. When the fax process is completed, the temporary document is automatically discarded.
Contents Index REFINING AND ANNOTATING A D OCUMENT With the Pagis Editor, you can color correct, straighten, crop, and reorder pages in a scanned XIF document. You can also add annotations and draw emphasis to key parts of the document. To perform those editing task on a XIF document, use the following procedure: 1. In the Pagis Inbox or other folder, double-click the XIF document that you want to edit. Pagis Pro displays the document in the Pagis Editor window (Figure 3–11).
Contents Index 2. Adjust the document view. You can use the tools on the Standard toolbar (Figure 3–12) or commands in the View menu to change the way you see your document in the Editor window. Zoom out Percent of size Zoom in Fit page width Selection tool Pan tool Fit page height Zoom tool Fit page in window Figure 3–12. Tools to change the view of the image ☞ The Standard toolbar also includes the familiar Windows New, Open, Save, Print, Undo and Redo buttons. 3. Refine the document image.
Contents Index Click to apply options to the selected page Select enchancement options Figure 3–13. Auto Refine dialog box Refer to the on-line help and to Chapter 4 for more information about the Image Toolbar and Auto Refine options. 4. Add annotations to the document. The Pagis Editor provides the annotation tools shown in Figure 3–14 to allow you to make notes or draw attention to various part of the document.
Contents Index For example, you can use the circle tool to draw attention to an illustration in your document (Figure 3–15). 1 2 Click the upper left corner of the area to be circled 3 Drag the cursor to the lower right corner Select the circle tool 4 Release the mouse. Circle is selected. Figure 3–15. Draw a circle Refer to Chapter 4 for more information about the annotation tools available in the Pagis Pro Editor.
Contents Index 3. Pull down the File menu, and select the Scan command. In a few moments, the Scan Tool (refer to Figure 3–4) appears on top of the Editor window. 4. Select the Form page type. 5. Click the Scan button. After the page is completely scanned, it appears in the Scanner Progress dialog’s view window (refer to Figure 3–5). 6. On the Scanner Progress dialog box, click the Save button. The scanned form is now placed in the Editor window (Figure 3–16). Figure 3–16.
Contents Index 7. Pull down the Forms menu in the Pagis Editor and choose Detect Fields. The Editor looks for horizontal lines on the scanned image. The detected fields are placed in a layer above the image file in cyan (light blue) for higher visibility. 8. Prepare to type into the fields. • You can edit the size of any field. Click it to display corner handles. Click and hold on a handle and move it until the field is the desired height and width.
Contents Index 9. Type into the fields. • Position the cursor on a field, then double-click on it. A typing cursor appears. • Type text into the field. • Press the Tab key to move to the next field. 10. Repeat Step 9 until you have filled in all the fields. ☞ To edit the information you have typed into a field, double-click on the field. The typing cursor appears at the beginning of the field, and you can move it around to add text, delete it, backspace over it, type over it, and so on.
Contents Index 2. From the Pagis Editor, select the file to be edited. • Select the Open command from the File menu to display the Open dialog. By default, the Open dialog displays the Pagis Inbox. • Select the XIF (or other image) file to open in the Editor. ☞ With the Editor and embedded PhotoSuite tools, you can open and edit many different image file types, such as Windows Bitmap (BMP), TIFF, JPEG, and many more. The full list is shown in the Files of Type list box in the Open dialog.
Contents Index 3. Access PhotoSuite tools to edit the image. There are two ways to access the PhotoSuite tools in the Editor: • From the Tools menu, select the Picture Edit command. • In segmented documents with both text and pictures, doubleclick directly on a picture in the displayed document. Either way, PhotoSuite takes over the Editor window and displays its menus and tools (Figure 3–19).
Contents Index Scanned photo with PhotoSuite effects Figure 3–20. Picture edited with PhotoSuite tools 5. When you have finished picture editing, click: PhotoSuite closes, and the Pagis Editor menus and tools return to the window. The edited picture remains in the Editor window. 6. Save the newly edited image to a different file name. 3–24 • Pull down the File menu and select the Save As command to display the Save As dialog box.
Contents Index SEARCHING FOR A D OCUMENT The Pagis Pro Search Tool provides a powerful means to find and access scanned and electronic documents on your hard drives, Jaz™ (and other removable) drives, and CD-ROMs. Using the Search Tool, you can define simple or complex searches to find any electronic text file, any scanned image file that contains text, or any file to which you assigned keywords.
Contents Index Click to index the Pagis Inbox Select the default index, Pagis Index Figure 3–21. Update Index dialog box • Click on Pagis Index to select it. • Click the Update button to create the default index, which is an index of all the files in the Pagis Inbox. A status dialog informs you of the operation’s progress (Figure 3–22). Click to stop indexing Click to minimize the screen and index in the background Progress information File being indexed Figure 3–22.
Contents Index Enter search string here Specify the index to be searched Click to start the search Figure 3–23. Search Tool main window 3. Define the search. Enter “Erica” in the Containing field. “Erica” is in one of the sample files provided with Pagis Pro. In the Look In list box, specify Pagis Index.
Contents Index Files found during the search are displayed here Figure 3–24. Search results in Search Tool window The Search Tool displays all the indexed documents on your system—both text and image—that match the information you have supplied. ☞ By default, the Search Tool shows you the found documents by name, rank, relevance, the words found, location, size, and the date the document was last modified. This is called Details view.
Contents Index RUNNING OCR ON A D OCUMENT Built into Pagis Pro is ScanSoft’s award-winning TextBridge Pro OCR (optical character recognition) program. TextBridge Pro provides a range of features that no other OCR program can match. In addition, TextBridge Pro is designed to be very easy to use—either as a standalone program or from within Pagis Pro. There are several ways to use TextBridge Pro: ◆ Standalone—TextBridge Pro is available from the Windows Start menu in the Pagis Pro program group.
Contents Index 2. Point to the document, and holding down the left mouse button, drag it to your word processor icon on the Pagis Send To Bar. ☞ You can also right-click the document and use the Send To command to send it to your word processor. TextBridge Pro reads the XIF file and automatically performs OCR on it, displaying a progress window that tracks the process (Figure 3–25). Page being recognized is shown here Process stages are indicated here Click to cancel and discard OCR data Figure 3–25.
Contents Index 3. You can now go on to edit or otherwise use the recognized data in the target application. Compare the recognized document in your application with the original XIF document in the Pagis Editor. With a word processor such as Word or WordPerfect, the recognized document should look virtually identical to the image. The difference is now you have formatted, fully editable text. ☞ Do not use TextBridge Pro to scan forms for the purpose of filling them in.
Contents 4 Index USING PAGIS PRO In Chapter 3, you are introduced to the basic operation of Pagis Pro’s key features. This chapter provides a closer look at Pagis Pro tools, settings, and operation.
Contents Index Standard menus and tools (Pagis menu is added) Pagis Toolbar Enhanced Explorer view with document thumbnails Pagis SendTo Bar with shortcuts to other programs Figure 4–1. Pagis Inbox Pagis Inbox menus and commands The menu bar on the Pagis Inbox, and the menus and commands it contains, closely follow those of a standard Windows folder.
Contents Index Pagis commands in the File menu In the Pagis Inbox folder, the File menu includes the standard Windows commands—New, Create Shortcut, Delete, Rename, Properties, Close and, when a file is selected, Open and SendTo. When you select a Pagis (XIF) document specifically, additional commands appear in the File menu (Figure 4–2). These commands enable you to stack and unstack, convert, and index Pagis documents.
Contents Index In addition, the Pagis ToolBar, Pagis SendTo Bar, and Thumbnails commands are provided to control the display of these Pagis-related options in the Pagis Inbox view (refer to Figure 4–1). Refer to “Document thumbnails” later in this chapter for more information about the Thumbnails feature. Pagis menu The Pagis menu (Figure 4–3) provides access to all the same tools that are on the Pagis ToolBar (Scan, Copy, Fax, and so on).
Contents Index Document thumbnails A simple yet powerful Pagis Inbox feature is the Thumbnails view, which you get by selecting the Thumbnails command in the View menu. When you do, scanned XIF documents, and many other electronic documents, are shown as miniature versions (“thumbnails”) of the actual document (Figure 4–4). Click the arrow to page through multi-page documents Thumbnail view enables you to identify a document at a glance Drop shadow Figure 4–4.
Contents Index To show thumbnail popups in default views: ◆ • In the View menu, click the Options command. • In the Pagis Folder tab, click the Show thumbnail popups in default views checkbox. Thumbnail appearance—When the Pagis Inbox is in Thumbnail view, there are a number of settings that let you define thumbnail appearance: • In the View menu, click the Options command.
Contents Pagis ToolBar Index The Pagis ToolBar provides a convenient way to launch the different programs in Pagis Pro—Scan Tool, Editor, Search Tool, Update Tool, Index Manager, and Help. The ToolBar is available in the Pagis Inbox as a docking toolbar. You can also launch it, and keep it, on your Windows desktop, if you prefer. Read the following subsections for more information.
Contents Index To reattach the Pagis ToolBar in the Inbox: • With the mouse, point to the toolbar area below a tool (not on a tool). • Double-click the mouse. Launching the Pagis ToolBar on the Windows desktop and changing its view The Pagis ToolBar runs as a standalone program on the Windows desktop. To launch the Pagis ToolBar program, click: Start ➧ Programs ➧ Pagis Pro 2.
Contents Pagis SendTo Bar Index The Pagis SendTo Bar holds shortcuts to other programs (for example, a word processor) on your system. It provides a quick and simple way to import scanned Pagis documents to programs that support Windows drag-and-drop capabilities. As shown in Figure 4–1, the SendTo Bar is integrated with the Pagis Inbox. To place it on your Windows desktop, you can also launch the SendTo Bar, like the Pagis ToolBar, as a standalone program.
Contents Index Click these checkboxes on or off to control SendTo Bar options Figure 4–7. SendTo Bar options • Click the Autohide checkbox on to hide the SendTo Bar when it is not in use. (This is available for the desktop version only.) • Click the Small Icon checkbox to display smaller versions of the program icons on the SendTo Bar. • Click the Show Label checkbox to display the shortcut label for the program icons on the SendTo Bar.
Contents Index 1. Use Windows Explorer to browse to the folder that contains the program to add to the Send To Bar. For example, to add Windows Notepad, you would browse to the Windows folder and look for: notepad.exe 2. Click and hold on the program icon, and drag it onto the SendTo Bar. This displays the Create New Shortcut dialog box with the pathname of the program already entered (Figure 4–8). Verify that the correct program path is here Click to continue the process Figure 4–8.
Contents Index 5. Click Finish. If the program was already registered, you are finished. The shortcut is now added to the SendTo Bar. If the program was not registered, the Pagis Drag and Drop Registration Wizard now appears. Proceed from Step 6. 6. Complete Drag and Drop registration. • Click Next in the Pagis Drag and Drop Registration Wizard. • Follow the directions to register the application and have it appear on the SendTo Bar.
Contents Index 5. Remove the desired program shortcut(s). • Select the program shortcut to be removed, and click the Remove button. • Repeat until all shortcuts that you want to remove are removed. • Click OK to close the Remove Item From Pagis SendTo dialog box. 6. Click OK again to close the SendTo Bar Properties dialog box. Note that the shortcut(s) are no longer on the SendTo Bar.
Contents Index 3. Click the Properties command. This displays the Pagis Inbox Properties dialog box. 4. In the Pagis Inbox category, enter the pathname of the new location. 5. Click OK. 6. Open the Pagis Inbox and note the new location. PAGIS FOLDERS To extend the availability of Pagis Pro tools in your Windows file system, you can convert any standard folder to a Pagis Folder. A Pagis Folder has all the same features as the Pagis Inbox— Pagis ToolBar, SendTo Bar, Thumbnails, and so on.
Contents Index Removing Pagis Folder attributes To remove the Pagis Folder attributes from a folder: 1. Navigate to the Pagis Folder via My Computer or a Windows Explorer view. 2. Right-click the Pagis Folder. 3. In the context menu, select the Remove Pagis Attributes from Folder command. The folder icon is updated without the Pagis Folder symbol, and when you open the folder, all Pagis enhancements are removed.
Contents Index ◆ high fidelity image quality ◆ small file size ◆ document analysis When you scan a magazine page, for example, you want to scan it at a high resolution, in color, so that it will look as good as the original. XIF lets you do this. However, you do not want the scanned image to take up a lot of space on your computer. XIF’s built-in file compression technology produces very compact files. Later, you may want to search on the data contained in this magazine page.
Contents Index Each layer is stored in an optimal resolution and bit-depth, enabling you to process the document through any of the Pagis functions. For example, the text layer is stored at 300 or 400 dots per inch resolution in one-bit binary (black and white) color depth. This enables you to index the document for full search and retrieval. It also enables you to OCR the document so you can use the actual text in your word processor or other application.
Contents Index Display a dialog box with a thumbnail view Commands to stack and unstack Pagis documents Convert Pagis documents to other image formats Figure 4–10. Enhanced context menu Thumbnail command You can use the Thumbnail view to identify XIF (and other) documents located in the Pagis Inbox or another Pagis Folder. However, if a XIF document is on the desktop or in a standard Windows folder, Thumbnail view is not available. In such cases, use the Thumbnail command to view a XIF thumbnail: 1.
Contents Index Stacking documents When you select one or more XIF documents in a Windows view, Pagis Pro loads additional commands in the context menu. One command, Stack Documents, lets you combine two or more XIF files into one. To stack two or more XIF files into one file: 1. In an Explorer view (for example, the Pagis Inbox), select the XIF files to be stacked. 2. Point to one of the files in the selected group and hold down the right mouse button.
Contents Index Unstacking documents When you select one or more XIF documents in the Explorer, Pagis Pro loads additional commands in the File menu. One command, Unstack Document, lets you create a new XIF file for each page in the original XIF file. To unstack a document: 1. In an Explorer view (for example, the Pagis Inbox), select the XIF file to be unstacked. 2. Point to the selected file and hold down the right mouse button to display the context menu (refer to Figure 4–10). 3.
Contents Index To convert an image file to a different image format: 1. In an Explorer view on the desktop, select the image file that you want to convert. ☞ In addition to XIF, Pagis Pro can both input and output over 40 popular image file formats including TIFF, BMP, PCX, DCX, GIF, FlashPix, JPEG, PICT, and many more. 2. With the mouse pointer on the selected image file, click and hold the right mouse button. This displays the context menu (refer to Figure 4–10). 3. Select the Convert Format command.
Contents Index Specify color depth and resolution Click OK to close the dialog box Figure 4–12. Export Options dialog box • • Specify the appropriate color depth and resolution combination for the output file: Black and White; High Resolution Use this for line-art graphics, or for images destined for OCR. Output is a one-bit, or binary, image at the original highest scanning resolution (typically 200 to 400 dpi).
Contents XIF property sheets Index In Windows, when you point to and select a file on the desktop or in any Explorer view, you can display a context menu by clicking the right mouse button. One of the commands in this menu is the Properties command. When you select this command, it displays the General properties of the selected file in the Properties dialog box. For XIF files, Pagis Pro adds up to two additional property sheets to the Properties dialog box—Pagis Index and XIF Details.
Contents Index Click tab to bring Pagis Index dialog in front Enter information in some or all of the fields Click OK when you are done Figure 4–13. Pagis Index Properties 3. Click the Pagis Index tab to bring it to the front. Fields for Title, Author, and Keywords are shown. ☞ If you have selected multiple files, the Title and Author fields are blank (unless they are identical for all files). The Keywords field contains only those keywords that are common to all files. 4.
Contents Index Getting details about a XIF file For XIF files, another property sheet added to the Properties dialog box is XIF Details (Figure 4–14). XIF details are shown here Click to advance the displayed page Click OK when you are done Figure 4–14. XIF Details property sheet This property sheet provides information such as the number of pages in the document, number of annotations, whether it is segmented, and whether it is searchable (included in a Pagis index).
Contents Index SCAN TOOL (SCANNER, COPIER, FAX) Containing the scanner, copier, and fax tools, the Scan Tool (Figure 4–15) is the central document capture and communication program in Pagis Pro. Click one of the tabs to bring a tool forward Figure 4–15. Scan Tool with Scanner tab in front Depending on scanner setup options you specify, the Scan Tool directly controls your scanner (or digital camera), or connects to the device’s TWAIN interface.
Contents Index Setting up your scanner or digital camera to work with Pagis Pro During Pagis Pro installation (Chapter 2), you have the option to select and set up your scanner. In addition, you can set up your scanner or digital camera any time after installation. This section discusses information you need to know to set up and use your scanner or digital camera with Pagis Pro.
Contents Index Selecting the scanner or digital camera driver To select your scanner or digital camera driver from the Scan Tool, use the following procedure. Note This procedure assumes that you have already connected the scanner to your PC and installed any system-level driver or a TWAIN source driver provided by your scanner manufacturer. Consult the scanner documentation for details about installing your scanner, interface card, and driver. 1.
Contents Index 3. From the displayed list, select your scanner driver. If you have at least one TWAIN scanner driver installed on your system, the Select Scanner dialog box defaults to displaying only TWAIN scanner drivers. If no TWAIN scanner drivers are found, this dialog box loads the built-in ISIS scanner drivers. Note that some TWAIN drivers are not listed by the manufacturer’s name. For example, some UMAX scanners use the Vista TWAIN driver. Some HP scanners use the DeskScan or PictureScan driver.
Contents Index Displaying the TWAIN dialog box By default, when you select a TWAIN scanner driver, it is configured to run directly from Pagis Pro. The TWAIN driver’s own user interface is hidden. Because some TWAIN drivers are not designed to be used with their interfaces hidden, Pagis Pro cannot always directly control a TWAIN scanner.
Contents Index 3. From the displayed list, select your TWAIN scanner driver. Select the TWAIN Only radio button under Scanner Filters to reduce the size of the list. 4. Now in the Select Scanner dialog box, click: This displays the Configure TWAIN Driver dialog box (Figure 4–17). Click when done Click to control acquiring images through your TWAIN interface Figure 4–17. Configure TWAIN Driver dialog box 5. Select the option to use your scanner’s TWAIN dialog box. 6.
Contents Index Changing default properties for scanned documents In Chapter 3, you are shown how to scan a document using Pagis Pro default settings. In many cases, selecting a Page Type in the Scan Tool and scanning using the defaults for that Page Type provide excellent results. However, for some documents, you may want to adjust settings to further control or define a scanned document. This section describes the settings you can adjust to control the scanning and document creation process.
Contents Index 1. Launch the Scan Tool by selecting the Scanner icon from the Pagis ToolBar. 2. With the Scanner, Copier or Fax tab displayed, click: This displays the Properties dialog box with the Scanner properties on the first tabbed group (Figure 4–18). Define the original document Define resolution, OCR quality, and color depth Depending on your original, lighten or darken the scan Specify page size if different from default Click OK when you are done Figure 4–18.
Contents Index 3. Specify the contents of the original document—Text and Pictures, Text only, or Picture only. If you specify Text and Pictures, Pagis Pro will perform a segmentation, or layering, pass on the scanned image. Also, depending on your scanner, Pagis Pro may scan in two passes, a high-resolution binary (black and white) scan, and a lower resolution color scan. Text only or Picture only results in a file with no segmentation. 4. Specify color and resolution.
Contents Index 5. If necessary, specify Brightness settings. • Auto—If available for your scanner, select this setting, which attempts to correct brightness on a page-by-page basis. • Manual—If the original page or picture is dark or tinted, you can Darken or Lighten the scanned image accordingly. 6. Specify another standard page size or a custom page size. • Standard— The list box contains the default page sizes supported by your scanner (for example, Letter, A4, A5, and so on).
Contents Index Specifying page refinements In the Scan Tool, page refinement properties control Pagis Pro’s image processing functions. When you scan a document, you can apply some, all or none of these image enhancements (Table 4–1). Table 4–1. Scan Tool Page Refinement Properties Setting Description Auto Straighten If the page image is tilted, Pagis straightens it (up to 10 degrees). Auto Orient If the page image is improperly oriented (turned 90 degrees), Pagis orients it correctly.
Contents Index To specify page refinement settings: 1. Launch the Scan Tool by selecting the Scanner icon from the Pagis ToolBar. 2. With the Scanner, Copier or Fax tab displayed, click: This displays the Properties dialog (refer to Figure 4–18). 3. Click the Page Refinements tab to display this group of settings (Figure 4–20). Click on or off page refinement settings, as desired Click OK when you are done Figure 4–20. Page Refinements 4. Specify the page refinements you want.
Contents Index Specifying auto save properties When you select Properties from the Copier or Fax tab of the Scan Tool, you can access Scanner and Page Refinement properties. From the Scan Tool’s Scanner tab, however, you have access to two additional types of properties. One of those property types—Auto Save—enables you to control the name and folder of the scanned document, the image format, compression level, and more. To specify Auto Save properties: 1.
Contents Index Specify new file name and destination folder Browse to a folder to select it and add it to the list box Specify image format and compression level Specify if you want to locate or edit the document after scanning Click OK when you are done Figure 4–21. Auto Save properties 6. Specify the image format and the compression level. The default is to save the image to XIF format.
Contents Index Specifying keyword properties The Scan Tool enables you to define Title, Author, and Keyword defaults for each page type. Every time you scan a document with a particular page type, it is automatically given these attributes. You can later search for documents based on this information. Note For complete information about searching for documents, see “Search Tool” later in this chapter. To specify keyword properties, use the following procedure: 1.
Contents Index Scanning documents Pagis Pro provides versatile document scanning and image acquisition features.
Contents Index Select Letter if you are scanning a simple black and white document (letter, memo, or report for example). Scanning is faster and the file will take up little space. Select Magazine Article if your document has both text and pictures. Even if the pictures are black and white, the scanned document will contain better looking results. Select Form if you are scanning a form to fill in later using the Pagis Editor. The lines of the form will be preserved.
Contents Index 6. Click the Scan button on the Scanner tab. As the page is being scanned, a Scanner Progress dialog box tracks scanning status. After the page is completely scanned, additional buttons appear on the dialog box, allowing you to scan more pages or end the job and save the scanned image (Figure 4–23). Click to scan the next page of the document Scanned page is shown here When all pages are scanned, click to save the document Figure 4–23. Scanner Progress dialog box 7.
Contents Index Click to scan the next page of the document Select a different page type if necessary Figure 4–24. More Pages dialog box 9. Specify the page type for the next page, and click the Scan button. 10. Continue from Step 8 to scan additional pages. When you are done scanning, go to Step 11. 11. On the Scanner Progress dialog box (refer to Figure 4–23), click the Save button.
Contents Index Scanning a double-sided document to a XIF file If your scanner is equipped with an automatic document feeder (ADF), you can scan a stack of pages and have Pagis Pro process them continuously. Additionally, with an ADF, you can process double-side documents and have Pagis Pro automatically collate them. Note This feature is available only on scanners with an ADF, or sheetfed scanners that can accept a stack of pages. It does not work with flatbed or single-page-at-a-time sheetfed scanners.
Contents Index 4. Click the Properties button to fine-tune settings for the document you are about to scan. For example, you might want to adjust scanner brightness, color depth, or resolution, or turn on or off some of the page refinement settings. Additionally, you might want to specify a file name and location for the scanned document. Finally, you might want to add keyword search properties for the document.
Contents Index 8. When scanning is complete, click the Save button on the Scanner Progress dialog box. Depending on the Auto Save properties: • the scanned document is automatically saved to the specified file name and location, or a Save As dialog appears for you to name and locate the file. • the scanned document is automatically located and selected for you in Windows, or is automatically opened in the Pagis Editor ready for editing.
Contents Index 4. Click the Properties button to fine-tune settings for the document you are about to scan. For complete information, refer to an earlier section, “Changing default properties for scanned documents.” 5. On the main Scanner tab, select the target application from the Scan To list box. The applications listed in the Scan To list box are those applications that you have placed on your SendTo Bar, either during Pagis installation or later.
Contents Index Acquiring an image from a digital camera Similar to scanning, Pagis Pro can also accept images from digital cameras. Many digital cameras are like scanners: they can be connected to a PC; and they have a TWAIN source driver. By setting up Pagis Pro to use a camera’s TWAIN source driver, Pagis Pro can download images directly from the camera’s internal memory source. The following procedure describes how to use Pagis Pro to download an image through a digital camera’s TWAIN source driver.
Contents Index 4. Click the Scan icon on the Pagis ToolBar to display the Scan Tool’s Scanner tab (refer to Figure 4–15). 5. On the Scan Tool’s Scanner tab, select Photograph as the page type of the incoming image. 6. Optionally, click the Properties button to fine-tune settings for the incoming image. For example, you might want to turn on or off some of the page refinement settings. Additionally, you might want to specify a file name and location for the photograph.
Contents Index • Click the More Pages button to get additional photographs from your digital camera. From the More Pages dialog box (refer to Figure 4–24), click Scan to again display your digital camera’s TWAIN interface. • Repeat the steps to select and download the next picture. • When you are done, go to Step 9. 9. In the Scanner Progress dialog box (refer to Figure 4–23), click the Save button.
Contents Index Select the page type that most closely approximates the document you intend to scan. If you are not sure, the Any Document page type is the default and works well for most documents. 4. Click the Properties button to fine-tune settings for the document you are about to scan. For example, you might want to adjust scanner brightness, color depth, or resolution, or turn on or off some of the page refinement settings.
Contents Index Click to scan the specified scan area Use the corner handles to resize and position the scan area Figure 4–25. Resizable scan rectangle 8. When the scan area is properly sized, click the Scan button. Scanning of just the defined area begins. After scanning is complete, additional buttons appear on the Scanner Progress dialog box (refer to Figure 4–23). 9. Click the Save button.
Contents Copying documents Index With Pagis Pro, you can use your scanner and printer as a copy machine. If you have both a color scanner and a color printer, you can make excellent color copies. When you direct Pagis Pro to copy a document, it automatically does so in two stages: scanning the original document; then printing it to the specified printer.
Contents Index Printer to be used in the copy process is shown here Click to specify a different printer Figure 4–26. Copier tab in the Scan Tool 3. Select and set up the printer you intend to use in the Copy process. • From the Printer Name list box, select the printer. • Specify paper size, source, and page orientation. • Click the Properties button to define additional options such as print quality. Refer to your printer documentation for more information. 4.
Contents Index Set up the copy job Similar to a copy machine, the Copier tab (Figure 4–26) provides controls to set up the copy job. You can also click the Properties button to specify scanner and page refinement settings. To set up your copy job: 1. Specify the number of copies. • Click in the large number display area, and type the number of copies. • Alternatively, click the ▲ button next to the number display to increment the number. 2. In the Reduce/Enlarge list box, select the copy size.
Contents Index 3. Click Enhance Text and Pictures to improve the quality of the copied document. When you select this setting, Pagis Pro automatically: • straightens the document • removes dots, bleed-through, and other noise from scanned pages • performs segmentation, which improves the text and picture quality 4. Specify whether you want page collation. Click Collate Copies on if you are scanning more than one copy of a multiple-page document.
Contents Index 2. Click the Copy tool on the Pagis ToolBar. This starts up the Pagis Scan Tool with the Copier tab in front (refer to Figure 4–26). ☞ If you want to copy only a portion of the page, you can use the Prescan button. For information about using Prescan, refer to an earlier section, “Using Prescan to scan part of a document.” 3. Begin the copy process by clicking the Copy button on the Copier tab. As the page is being scanned, a Copier Progress dialog box tracks scanning status.
Contents Index 4. Insert the next page of the document in the scanner. In the Copier Progress dialog box, click More Pages. The next page is scanned and added to the Copier Progress page area. Repeat this step for each additional page. When done scanning, go to Step 5. 5. Click the Print Copy button. All scanned pages in the Copier Progress window are printed the specified number of times and collated. When printing is completed, the scanned pages are discarded.
Contents Index Select a fax printer A fax modem connected to a computer generally uses front-end software (for example, WinFax™ Pro) that simulates a printer driver. This is how the fax software creates the bitmap images of the document pages that it sends out. You select your fax printer the same way you select any printer connected to your system. Use the following procedure to select a fax printer: 1. Click the Fax tool on the Pagis ToolBar.
Contents Index 3. Select and set up the fax printer you intend to use in the Fax process. • From the Printer Name list box, select the printer. • Specify paper size, source, and page orientation. • Click the Properties button to define additional options such as print quality. Refer to your fax documentation for more information. 4. Click OK in the Print Setup dialog. Note that the new fax printer is shown in the Fax To field on the Fax tab.
Contents Index 2. Click Enhance Text and Pictures to improve the quality of the faxed document. When you select this setting, Pagis Pro automatically: • straightens the document • removes dots, bleed-through, and other noise from scanned pages • performs segmentation to enhance text and picture quality 3. Click the Properties button to further fine-tune scanner and page refinement settings.
Contents Index Click to scan more pages to be faxed Scanned pages to be faxed are stored here temporarily When all pages are scanned, click to send to your fax software Figure 4–29. Fax Progress dialog box 4. If you are faxing a multiple-page document, go to Step 5 to scan the next page. If you are ready to fax the document, proceed directly to Step 6. 5. Insert the next page of the multiple-page document in the scanner. In the Fax Progress dialog, click More Pages.
Contents PAGIS EDITOR Index The Pagis Editor (Figure 4–30) enables you to open, view, refine, annotate, OCR, and edit pictures in Pagis (XIF) documents. You can open and edit other image formats in the Editor, as well. Built-in TextBridge Pro optical character recognition (OCR) tools enable you to export text from the scanned document into virtually any word processor or text editor.
Contents File menu Index This section provides brief summaries, and highlights important features, of all commands in the Pagis Editor’s File menu (Figure 4–31). Most recently used file list Figure 4–31. File menu in the Pagis Editor New command The New command creates a new document with one blank page. You can import external image files, or scan a paper document, into this new file.
Contents Index Pagis Pro can open a number of popular image formats, including TIFF, GIF, FlashPix, BMP, PCX, DCX, Encapsulated Postscript, JPEG, and many others. See Appendix A for a list of supported image formats. Save command The Save command saves the currently opened document, with any changes that you have made in the Pagis Editor, to your file system. If this is a new document, the Save command displays the Save As dialog box so you can name and define a location for the file.
Contents Index Folder where file is to be saved Accept or type new file name Click to save Select output formt from this listbox For some formats, you can define export options Look here for information about the image format Figure 4–32. Export File dialog box In the Export File dialog box, you specify the Save In location, and the File name. From the Save as type list box, you select the output image format for the document.
Contents Index Send To command The Send To command is a quick way to export the current XIF document to any of the programs that are on the Pagis SendTo Bar. (Refer to “Pagis SendTo Bar” earlier in this chapter for more information.) The Send To command displays the available programs in a cascading menu (Figure 4–33). Select a program to send the XIF document to Figure 4–33.
Contents Index Page Setup command The Page Setup command displays a dialog box to view and change the print properties of the document (Figure 4–34). Accept or change settings to affect the printed output Click to change your printer Click to store changes Figure 4–34. Page Setup dialog box In this dialog box, you can specify paper size and source, orientation, margins, scale, and options to print annotations, background tint, and text in color.
Contents Index Print command The Print command displays a standard Windows Print dialog box. In the Print dialog box, you can specify the pages(s) of the document to print. You can also change the printer and its properties, specify print quality, and the number of copies. Scan command The Scan command displays a version of the Scan Tool, customized for scanning pages directly into the open Editor document. For more information, refer to “Scan Tool” earlier in this chapter.
Contents Index Undo command The Undo command restores the document to the state it was in before you performed the last operation. For example, if you created an annotation on the page, the Undo command erases the annotation. Note that the Undo command changes its actual name depending on the last operation you performed. So, for example, if you created an Arrow annotation, the Undo command is named Undo Create Arrow.
Contents Index The Pagis Editor can import a number of popular image formats, including TIFF, JPEG, BMP, PCX, DCX, Photoshop, and many more. Simply select and copy an image from any imaging application. Then, in the Pagis Editor, select the Paste as New Page command to import the image as a new page. It is placed in front of the current page. Clear command Use the Clear command to remove the selected region, segment, or page without placing it on the Windows clipboard.
Contents Index Click OK to move the page Specify where to move the current page Figure 4–36. Move Page dialog box ☞ You can also move pages in the Editor simply by dragging them in the Thumbnail view area. Reverse Page Order command The Reverse Page Order command is useful when you have a scanner with an ADF that feeds pages in reverse order. With such scanners, when you open the document in the Editor, the first page scanned will be Page 1, the second page scanned Page 2, and so on.
Contents Index Zoom command The Zoom command provides a cascading menu of commands to increase or decrease the size of the page displayed in the Editor’s page view area. These Zoom commands are shown and described in Figure 4–38. Zoom in or out one zoom level Select a zoom level directly Displays dialog so you can enter a specific zoom percentage Uses scanned dots per inch to calculate zoom level Figure 4–38.
Contents Index Toolbars command The Toolbars command displays a dialog box with five checkboxes that you can click on or off to affect which toolbars are displayed, and how they are displayed. Checkboxes are provided to show or hide the Standard, Image, and Annotation toolbars. See “Toolbars in the Pagis Editor” later in this chapter for more information.
Contents Index Enhance Text Display command The Enhance Text Display command, when selected, performs a scale to gray operation on the page display so that it has a smoother appearance. (It does not change the actual image.) Show Annotations command The Show Annotations command shows or hides any annotations that you have added to the displayed page. Show Background Tint command The Show Background Tint command works only with segmented documents.
Contents Index The First command displays the first page of the document. The Previous command displays the previous page of the document. The Next command displays the next page of the document. The Last command displays the last page of the document. Insert menu This section provides brief summaries, and highlights important features, of the commands in the Pagis Editor’s Insert menu (Figure 4–39).
Contents Tools menu Index This section provides summaries, and highlights important features, of all commands in the Editor’s Tools menu (Figure 4–40). Access TextBridge OCR tools Access MGI PhotoSuite tools Define the mouse pointer tool currently in effect Define general and export preferences Figure 4–40. Tools menu in the Pagis Editor OCR command The OCR command enables you to launch the built-in TextBridge optical character recognition software on part or all of the displayed document.
Contents Index You can also define the output file name, text format, and additional TextBridge options. When you click the Options button, the TextBridge dialog box appears (Figure 4–42). Select all or part of the document to be recognized Select all or part of the document to be recognized Specify whether to retain pictures and original page layout Click to return to OCR dialog in Pagis Editor Figure 4–42.
Contents Index Picture Edit command The Picture Edit command enables you to launch the built-in MGI PhotoSuite software to image edit any part of the displayed Pagis document. With PhotoSuite, you can perform such picture editing operations as air brushing, freehand drawing, erasing, modifying colors, and performing a number of special effects. In the Pagis Editor, display a photograph or select a picture segment in a displayed document, then select the Picture Edit command.
Contents Index Select command The Select command is the default mouse pointer mode. It is indicated by a northwest-pointing arrow: In Select mode, you can click on an image segment in the displayed page to select it. When an image segment is selected, you can cut, copy, or picture edit it, or drag and drop it to another application. In this mode, you can also draw a marquee (dashed rectangle) around a region on the page to select it.
Contents Index The plus sign (+) indicates that the Zoom command is in Zoom In mode. Hold down the Ctrl (Control) key on your keyboard, and it changes to a minus (–), indicating that the Zoom command is in Zoom Out mode. In Zoom mode, click in the page view area to zoom in or out one level. Click again to zoom in or out another level. When neither a plus or minus sign is displayed in the magnifying glass symbol, you have zoomed in or out all the way. The Editor supports zoom levels of 25–800 percent.
Contents Index Adjust paste and view defaults as desired Click to prevent display of manual straighten instructions Click tab to bring these options to the front Enter new compression quality number or adjust slider Click OK when done Figure 4–44. Options dialog box in the Pagis Editor Enter a compression quality value between 1–100 (or simply adjust the slider bar). A higher number provides better quality with a larger file size. A lower number provides lesser quality with a smaller file size.
Contents Page menu Index This section provides brief summaries, and highlights important features, of all commands in the Pagis Editor’s Page menu (Figure 4–45). Depending on selection, some commands are dimmed Figure 4–45. Page menu in the Pagis Editor Auto Refine command The Auto Refine command displays a dialog box with checkboxes for page, text, picture, and background refinement settings.
Contents Index Table 4–2. Refine commands Command Use it Auto Straighten if the page (or pages) were scanned crookedly Auto Crop to trim off the white space around, for example, a scanned photograph. Note: This option may not work properly with some TWAIN scanners that perform their own cropping process. Separate Text and Pictures to have the Editor identify and segment text and pictures on the selected page(s). Remove Specks to clean up noise on a page by removing small isolated dots.
Contents Index Manual Straighten command The Manual Straighten command turns the mouse pointer to a “carpenter’s square” (right-angle ruler). This enables you to draw a reference line on the displayed page and straighten the page along the reference line. When you click the Manual Straighten command, the Manual Straighten dialog box appears (Figure 4–46). Instructions to use the command Click to hide the dialog box the next time you use the command Click to close the dialog box Figure 4–46.
Contents Index Rotate command The Rotate command provides a cascading menu with four options—Right 90°, Left 90°, 180°, and Any Angle. The first three commands rotate the entire page the specified number of degrees. The Any Angle command displays a dialog box that lets you manually specify degree and direction of rotation (Figure 4–47). Click OK when done Specify angle of rotation Specify direction of rotation Figure 4–47.
Contents Index Brightness & Contrast command The Brightness & Contrast command displays the Brightness & Contrast dialog box (Figure 4–48). Click OK when done Adjust the slider controls upward or downward Figure 4–48. Brightness and Contrast dialog box In this dialog box, you can lighten or darken a page and increase or decrease the contrast between lighter and darker colors. You can change the brightness and contrast values either by typing in numbers or using the sliders.
Contents Index Invert Colors command The Invert Colors command reverses the displayed image’s colors. This is useful if you want to scan a film negative and invert it to positive in the Editor. Sharpen command The Sharpen command applies an image enhancement filter to the current page, providing a crisper appearance. Blur command The Blur command applies an image enhancement filter to the current page, providing a softer appearance.
Contents Index Change Resolution command The Change Resolution command displays a dialog box to modify the resolution (dots per inch) of the current page. In the Change Resolution dialog box, the current resolution is shown in an edit box. Enter a new value in the edit box, and click OK to change the resolution.
Contents Index Remove Background Tint command As illustrated in Figure 4–9 earlier in this chapter, Pagis (XIF) documents can be segmented into a number of layers. If Pagis Pro detects background tint in a scanned document, it creates a separate layer in the XIF file for this tint. To improve readability, or for other reasons, you may want to remove this tint. If so, simply use the Remove Background Tint command.
Contents Annotate menu Index This section provides brief summaries, and highlights important features, of all commands in the Pagis Editor’s Annotate menu (Figure 4–52). Commands to create annotations Edit mode for a text annotation Change how annotations appear Figure 4–52. Annotate menu in the Pagis Editor For additional information, please see “Annotation toolbar” and “Making annotations in a Pagis document” later in this chapter.
Contents Index Sticky Note command The Sticky Note command changes the mouse pointer to a text tool, with which you can click on the displayed page and type text right on this area of the page. The text is entered on a colored opaque background, thus can be placed anywhere on the page image. Arrow command The Arrow command changes the mouse pointer to the arrow tool, with which you can draw an arrow pointing to any area on the page.
Contents Index Stamp command The Stamp command changes the mouse pointer to the stamp tool, with which you can stamp a standard text block onto the displayed document. The Pagis Editor provides five stamps: Received Rejected Faxed Approved DRAFT Edit Text command The Edit Text command places a typing cursor in the currently selected Text or Sticky Note annotation, so you can edit the text.
Contents Index Table 4–3. Annotation Default Options Group Option Description Highlighter Color Select a color from the list box. Default is yellow. Text Text Color Select a color from the list box. Default is blue. Font Select a font from the list box. Default is Times New Roman. Stick Note Color Select a color from the list box. Default is Yellow Size Select a point size for text from the list box. Default is 18. Bold Italic Click a checkbox on or off to make text bold and/or italic.
Contents Forms menu Index This section provides brief summaries, and highlights important features, of all commands in the Pagis Editor’s Forms menu (Figure 4–54). Command to create and edit form fields Change text settings for form fields Figure 4–54. Forms menu in the Pagis Editor Pagis Pro enables you to scan a blank form, then use tools to detect, and enter text into, the individual fields on the form.
Contents Index Add Field command The Add Field command changes the mouse pointer to a text annotation symbol: Click and drag the mouse any where on the displayed page to create a new, rectangular text field. Release the mouse when you are done. The newly created field appears as a rectangle with a flashing typing cursor inside. You can now enter text in the field.
Contents Index Edit Field command The Edit Field command places a typing cursor in the currently selected field, ready for entering text. If no field is currently selected, this command is dimmed (unavailable). Clear All Text command The Clear All Text command removes all text from the form fields on the current page. The form fields themselves remain intact. Options command The Options command displays a dialog box to define text attributes for form field annotations (Figure 4–55).
Contents Index Toolbars in the Pagis Editor This section focuses on the Editor’s toolbars—Standard ToolBar, Annotation ToolBar, and Image ToolBar. Note All tools on the Editor’s toolbars have command equivalents. Please refer to the previous sections about the menus and commands in the Pagis Editor for more information. Standard toolbar In the Pagis Editor, the Standard toolbar provides many of the same tools you find in other standard Windows applications.
Contents Index Annotation toolbar In the Pagis Editor, the Annotation toolbar provides access to the same commands that are provided in the Annotate menu. Please refer to the “Annotate menu” section earlier in this chapter for more information. These commands enable you to create text and graphical notes on the displayed page. For example, you might want to scan a magazine article, highlight specific paragraphs, then use electronic mail to send the article to a friend or colleague.
Contents Index Commands on the Image toolbar enable you to rotate, refine, OCR, picture edit, and detect form fields on the displayed page. Figure 4–58 provides summary descriptions of the Image toolbar. Remove Specks Remove Lines Auto Segment Remove Shading Auto Crop Auto Image Enhance Rotate Right 90° Rotate Left 90° Rotate 180° Auto Refine Auto Straighten OCR Detect Fields Picture Edit Figure 4–58.
Contents Index With index and search tools provided by Pagis Pro, you can easily manage your scanned and electronic documents. Later, you can search for and retrieve virtually any document, anywhere in your file system, in a few moments. The file management tools that Pagis Pro provides are the: ◆ Index Manager, which enables you to create, configure, schedule updates for, and otherwise maintain your search indexes. ◆ Update tool, which runs the actual indexing function to create or update an index.
Contents Index About search indexes In Pagis Pro, a search index is created to keep track of scanned and electronic documents in your Windows file system. The indexing process constructs special files that enable fast searches and efficient file retrieval via the Search Tool. Depending on the size and complexity of your file system, you can choose to manage all your documents with one search index.
Contents Index Exploring the Pagis Index Manager The Pagis Index Manager is a program that you run to create, define, delete, schedule updates for, and otherwise manage your search indexes. To launch the Index Manager, click its tool icon (shown to the left) on the Pagis ToolBar. Or, you can select: Start ➧ Programs ➧ Pagis Pro 2.0 ➧ Pagis Index Manager The Index Manager main window appears (Figure 4–59). All indexes that you create are displayed here Figure 4–59.
Contents Index Create Index command The Create Index command displays a dialog box that enables you to define a new index (Figure 4–60). Click OK when done Enter a name for the new index Enter path of folder in which to save the index Define the index contents and update schedule Figure 4–60. Index Information dialog box in the Index Manager When you click the Directories button, a Windows Explorer-like view appears.
Contents Index Configure Index command The Configure Index command enables you to change index information for an existing index. When you select an index in the Index Manager, then select the Configure Index command, the Index Information dialog box shown in Figure 4–60 appears. Here you can change any of the information (directories, extensions, and schedule) that you originally defined for the index. For more information, refer to “Creating and defining an index” later in this chapter.
Contents Index The Manual Update radio button is the default. With this selected, you must remember to run the Update tool manually. Select the Automatic Update radio button, then program a day and time for the index to be updated automatically. ☞ Updates that involve a large number of scanned documents or other image files can take considerable time and computer resources. Therefore, it is preferable to schedule updates when you are away from your computer.
Contents Index Now, when you use the Search Tool to search for documents, the Search Tool will search through all of the indexes listed in your Index Manager. Note that you will not be able to update or delete a remote index. Click to specify automatic update Type or browse to the remote volume Click OK when done Figure 4–62. Attach Index dialog box in the Index Manager Detach from Index command The Detach from Index command detaches a remote index from your Index Manager.
Contents Index Index toolbar The toolbar on the Index Manager provides access to the same commands that are in the Index menu. Refer to previous subsections for complete information about these commands. Figure 4–63 provides summary descriptions of the Index toolbar. Update Attach Schedule Detach Create Configure Help Delete Properties Figure 4–63.
Contents Index 3. Enter a name for the new index. Enter a meaningful name for the index. This becomes the name of the folder that contains the index data. (Per Windows standards, the file name can contain up to 255 characters, including spaces. It cannot contain any of the following characters: \ / : * ? ″ < > | 4. Enter or browse to a folder in which to store the index. If you are indexing files on a mounted Jaz cartridge, you could actually save the index on the Jaz cartridge.
Contents Index 5. Define the directories that are to be included in the index. • Click the Directories button. This displays the Select Directories and Files dialog box (Figure 4–64). • Click the checkbox of the drive(s) to be indexed. • If you want to index only specific folders on a drive, click the plus (+) sign next to the drive name to view the list of folders. By default, all folders are selected on the selected drive. Uncheck the folders not to be included in the index.
Contents Index 7. Schedule when the index is to be updated. • In the Index Information dialog box, click the Schedule button. This displays the Schedule dialog box (refer to Figure 4–61). By default, Manual Update is selected. This means you will have to run the Update tool whenever you want to update the index. • Alternatively, select the Automatic Update radio button, and schedule a time when the index is to be regularly updated. • Click OK in the Schedule dialog. 8.
Contents ◆ Index Readable/writeable media (Jaz, Zip, floppy drives) With readable/writeable media, you can save the index on the cartridge or disk that contains the files being indexed. This is an option. You can also elect to keep all indexes on your PC hard drive. You should assign volume labels to all of your removable media, and try to keep them unique.
Contents Index 4. Enter or browse to a folder in which to store the index. If you are indexing files on a mounted Jaz cartridge or other readable/writeable drive, you can opt to save the index on the same drive. 5. Define the directories that are to be included in the index. • Click the Directories button. This displays the Select Directories and Files dialog box (refer to Figure 4–64). • Click the checkbox of the removable drive to be indexed. • Click OK in the dialog box. 6.
Contents Index Sharing indexes in a networked environment In a networked environment, an entire organization can use Pagis tools to share documents and indexes stored on networked file servers. Typically, one person in the organization is assigned to update the indexes on the file server(s) periodically. Or the indexes can be configured to be updated automatically. Provided all users have the necessary file permissions, they will be able to access, even modify or add to, the documents on the file server.
Contents SEARCH TOOL Index The Pagis Pro Search Tool provides versatile tools to find and access scanned and electronic documents across your entire Windows file system. This includes hard drives, Jaz™ (and other removable) drives, CD-ROMs, and shared network locations. Using the Search Tool, you can define simple or complex searches to find electronic text files, scanned image files that contain text, or any file to which you assigned attributes such as Author, Title, and Keywords.
Contents Index Title bar Search tools Search properties Enter search string here Select index to base the search on Click to start the search Files found are displayed here in order of rank and relevance Status bar Figure 4–66. Search Tool main window The Search Tool main window displays the search name in the title bar. A new search is “Untitled.” However, you can define and save a search to re-use it later. 2. Type a search string in the Containing: text box.
Contents Index 4. Define the search index the Search Tool is to use. By default, the Search Tool looks in all search indexes for files containing the search string. From the Look In: list box, however, you can select a specific search index. For example, you might only want to search with an index to a removable Jaz cartridge. 5. Click the Find Now button, or press Enter, to start the search.
Contents Index With the stemming feature in the Search Tool, for the previous example, you could simply type: Scan This would find documents that contained any variation of this word, such as “scanning”, “scanner”, “scanners”, “scans”, “scanned”, and so on. If you wanted to limit the search to just the search term itself (disabling stemming), use the single quote. For example: ‘Scan’ To broaden the search, you can use the comma ( , ) as a separator.
Contents Index There are three Boolean operators: and or not For example: scanner and fax This search string finds only documents that contain both words, “scanner” and “fax”. In contrast, consider this search string: scanner or fax This string finds documents that contain either one of the words “scanner” or “fax”, not necessarily both words. Use the “not” operator to exclude documents.
Contents Index Proximity searches Another way to define a search is by the proximity (closeness) of words in the search string. You can use the operators “near”, “sentence” or “paragraph”. Here are several examples: 32-bit near scanner finds documents in which the terms “32-bit” and “scanner” occur close together. The closer together they are, the higher the document is scored. 32-bit near/2 scanner the terms “32-bit” and “scanner” must be within two words of each other.
Contents Index Search by example Another way to construct a search string is to use the like expression. For example: like (“The speech addressed lifestyle issues”) This example finds documents that contain similarities to the sample text, and rates them by relevance.
Contents Index The Match exact word(s) option finds documents that contain the exact search string, even if capitalized differently. The Word(s) that sound similar option finds documents with words that are phonetically similar to the search string. For example: Pages This should find documents containing “Pagis”. Date Modified tab The Date Modified tab (Figure 4–68) provides controls to limit the search by the creation or modification dates of documents.
Contents Index Keywords tab The Keywords tab (Figure 4–69) limits the search to documents that have the specified title, author, and keywords. Search for files for which you defined specific keywords Figure 4–69. Keywords tab in the Search Tool In Pagis Pro, any file type that Pagis Pro includes in a search index can have these attributes. You (or the document creator) can enter these attributes while scanning, or at anytime after a file is created.
Contents File menu Index This section provides brief summaries, and highlights important features, of all commands in the Search Tool’s File menu (Figure 4–70). Operate on found files Save all search properties to use later Close the Search Tool Figure 4–70. File menu in the Search Tool Open Selected command The Open Selected command becomes available after a search when you select one of the found files from the Search Tool’s file view area. It opens the selected file in the appropriate program.
Contents Index Open Containing Folder command The Open Containing folder command becomes available after a search when you select one of the found files from the Search Tool’s file view area. It launches the Windows Explorer, which displays the folder that contains the selected file. Save Search command The Save Search command displays a standard Windows Save As dialog box to save the current search to a Pagis Search (.xfs) file.
Contents Index Select All command The Select All command selects all found files in the Search Tool’s file view area. Invert Selection command The Invert Selection command de-selects all selected files in the file view area, and selects the files that are not selected. View menu This section provides brief summaries, and highlights important features, of all commands in the Search Tool’s View menu (Figure 4–72). Show or hide tools and status Control file view and arrangement Figure 4–72.
Contents Index Large Icons command The Large Icons command displays found files in the Search Tool’s file view area as standard Windows large icons. Small Icons command The Small Icons command displays found files in the Search Tool’s file view area as standard Windows small icons. List command The List command displays found files in the Search Tool’s file view area as a standard Windows file list.
Contents Options menu Index This section provides brief summaries, and highlights important features, of all commands in the Search Tool’s Options menu (Figure 4–73). Control how many found files are displayed Figure 4–73. Options menu in the Search Tool Configure Search Results command The Configure Search Results command enables you to limit the number of found documents that are displayed in the Search Tool’s file view area.
Contents Index menu Index This section provides brief summaries, and highlights important features, of all commands in the Search Tool’s Index menu (Figure 4–75). Launch Update Tool and Index Manager Figure 4–75. Index menu in the Search Tool Update Indexes command The Update Indexes command launches the Update Tool, which allows you to select one or more indexes and start the update process. Please refer to “Pagis Index Manager and Update Tool” earlier in this chapter.
Contents Search toolbar Index The Search toolbar provides access to many of the same commands as in Search Tool’s menus. Refer to previous subsections for complete information about these commands. Figure 4–76 provides summary descriptions of the Index toolbar. Small Icons Configure Results Large Icons Manage Indexes Save Search Help Open Selection Update Indexes Copy Selection List Details Figure 4–76.
Contents Index For example, you can copy the file to the Windows clipboard and paste the copy elsewhere on your file system. You can also double-click on the file to open it in its native program. You can also point to a document and see a thumbnail view of it, as you can in the Pagis Inbox and any Pagis Folder. Across the top of the file view area are columns of information about the found files.
Contents 5 Index EXAMPLES AND TIPS Chapter 4 provides details about Pagis Pro features and operation. This chapter describes some sample uses of Pagis Pro, and offers some tips and techniques for getting the most out of the product. SAMPLE USES OF PAGIS PRO Pagis Pro is designed as an “all-in-one scanning suite,” providing a significant level of capability combined with ease of use. The true value of any product, however, is its ability to help you be more productive and creative in your every-day life.
Contents Note Index Please refer to the Pagis site on the World Wide Web to view additional user stories, ideas, technical information, and much more. The Pagis web address is: http://www.pagis.com Scan manuscripts and photographs for a newsletter Importing data (text and pictures) for newsletters in business, office, and home environments is a popular use of Pagis Pro.
Contents Index Create a library of company documents Most companies that use computers have some type of local area network with shared file servers. In such environments, business documents can be stored on a centralized file server and made accessible to all employees. Each user who has Pagis Pro on their local machine can use indexing and search tools to access shared company documents, such as policy documents, employee manuals, business plans, functional specifications, and so on.
Contents Index Use annotations to comment on scanned design drawings In the Pagis Editor, you can review and annotate scanned design drawings, such as architectural drawings, computer-aided design (CAD) drawings, landscape designs, and so on. Annotations provide an excellent way to provide feedback to the originator of the document. The original designer starts by scanning his or her design drawing into XIF format (or simply converting to XIF from some other format).
Contents Index Scan invoices and e-mail them to customers As more people are using computers and becoming connected to the World Wide Web, using electronic mail for commerce and as a primary communication method become more commonplace. With that in mind, if you are a small business owner, consultant or service provider, you can make use of Pagis Pro and electronic mail to send invoices to your customers.
Contents Index Scan pictures for art projects or to create posters Pagis Pro does not have to be all business. You (and your children) can have fun with Pagis Pro tools, as well. Use the Pagis Scan Tool to scan photographs, pictures and drawings. If you have a flatbed scanner, you can place threedimensional objects (for example, jewelry, watches, toys) on the scanner, and scan these as well.
Contents Index If the document contains photographs, Pagis Pro converts them to high-quality halftones in the fax image. This assures that the person receiving the fax gets all of the information you are sending. For more information about this application, refer to: ◆ “Faxing documents” (Chapter 4) Scan, organize, and retrieve articles and research information Pagis Pro is ideal if you want to scan magazine articles, technical journals, and other research information for later search and retrieval.
Contents Index Scan client records for archival to CD-ROM Law offices, medical practices, and other professional services maintain large volumes of client (or patient) records. Historically, these records are maintained in paper format for some period of time, and then eventually stored to microfiche. Today, many professional offices are moving to scanning and CD-ROM technologies to store client records. With Pagis Pro, you can scan each client’s records into one or more XIF documents.
Contents Index When you receive a document—a memo, letter, invoice, receipt, and so on—consider whether you can scan the document into your computer and throw away the original. Over time, the more documents that you scan and store electronically, the fewer that will be cluttering your office or home. When you install Pagis Pro, it creates the Pagis Inbox on your desktop. This is the default location for your scanned documents.
Contents Index ◆ “Scanning documents” (Chapter 4) ◆ “Pagis Inbox” (Chapter 4) ◆ “Pagis Folders” (Chapter 4) ◆ “Index Manager and Update Tool” (Chapter 4) ◆ “Search Tool” (Chapter 4) ◆ “Copying documents” (Chapter 4) ◆ “Faxing documents” (Chapter 4) ◆ “Performing OCR on a document” (Chapter 3) ◆ “Running TextBridge Pro as a standalone application (later in this chapter) Scan receipts and other financial documents for tax purposes With the eXtended Image File (XIF) format, you have the opt
Contents Index For more information about these applications, refer to: ◆ “Scanning documents” (Chapter 4) ◆ “Refining and annotating a document” (Chapter 3) ◆ “Annotate menu” (Chapter 4) ◆ “Page Setup command” and “Print command” (in the “Pagis Editor” section in Chapter 4) Scan and retrieve your favorite recipes In the home, Pagis Pro also provides many useful applications. For example, you can scan and organize recipes on your computer for easy search and retrieval.
Contents Index Scan photos of possessions for insurance purposes Many insurance companies recommend that you take photographs of the possessions in your home in case they are damaged or stolen. Using Pagis Pro and your scanner (or digital camera), you can import and manage these photographs in one or more XIF files. With the Pagis Editor, you can make annotations on each photograph (for example, date of purchase, estimated value, and so on).
Contents Index ◆ Using the Pagis Print Driver to create XIF documents ◆ Downloading the Pagis Viewer ◆ Sending XIF files as e-mail attachments ◆ Dragging XIF files to open applications ◆ Using TextBridge Pro as a standalone application ◆ Using MGI PhotoSuite as a standalone application Using the Pagis Print Driver to create XIF documents Pagis Pro enables you to scan hard copy documents and store them as XIF documents in Windows.
Contents Index 2. Select the Pagis Print Driver as the printer. • Typically, Windows programs enable you to select a printer either in a dialog box which you access by a Page Setup, Print Setup or Print command in the File menu. • Open the dialog box that allows you to specify the printer, and select Pagis Print Driver. 3. Optionally, specify print properties for paper size and graphics. • Click the Properties button to display a tabbed dialog box with Paper properties in front (Figure 5–1). . . .
Contents Index Specify custom paper width and length Specify measurement units Click OK when done Figure 5–2. User-defined size dialog box • To specify a custom size, type a new width and length, and click OK to close the User-Defined Size dialog box. • In the Properties dialog box, click the Graphics tab to bring this set of properties to the front (Figure 5–3). Specify resolution Specify dither pattern Darken or lighten the image Specify color control options Click OK when done Figure 5–3.
Contents Index • Specify the type of dithering pattern if any. For color printing, dithering blends pure colors into patterns to simulate a wider range of colors. For example, orange is produced by blending read and yellow. For black and white printing, dithering produces gray shading in graphics. Click None if you do not want any dithering. Click Fine if your resolution is 200 dpi or less. Click Coarse if your resolution is 300 dpi or higher. Click Line Art if your graphics are line drawings.
Contents Index • Specify a color rendering setting. These settings control how to get the best looking image on the printed page. If you are printing a chart or using fully saturated, bright colors, choose Saturation. For photographs, use Contrast. To match colors exactly, choose Colormetric. • Click OK in the Graphics – Color dialog box when you are done. • Now click OK in the Print Properties dialog box. You are now ready to print the document to a XIF file. 4.
Contents Index Use Netscape, Internet Explorer, or any World Wide Web browser that enables downloads. When you access the Pagis website, you are directed to the Free Downloads page. From there, find and download the Pagis Viewer. When you e-mail a XIF document to someone, you can also attach the Pagis Viewer if they do not have Pagis Pro. Sending XIF files as e-mail attachments Pagis Pro 2.0 works with most popular electronic mail programs that support drag and drop technology, and some that do not.
Contents Index America Online One of the most popular programs for electronic mail is America Online. Follow these steps to attach a XIF document to an America Online mail message: 1. From the Pagis Inbox, or anywhere in Windows, select the XIF document that you want to e-mail. 2. Drag the document onto the America Online (AOL) icon. This displays the AOL Welcome screen, prompting you for a password. 3. Type in your AOL password and click OK. AOL dials and makes the connection to the server as usual.
Contents Index Eudora Pro and Eudora Lite Follow these steps to attach a document to a mail message using either Eudora Pro or Eudora Lite: 1. Drag and drop the document you wish to attach to a mail message onto the Eudora Mail icon. Eudora immediately attaches the selected document and opens the Eudora mail message window, showing the attached document's name and file path. ☞ When you have the Eudora window open, you can drag and drop documents into the open window.
Contents Index MS Outlook Express and MS Outlook Follow these steps to attach a document to a mail message using Microsoft Exchange and Microsoft Outlook: 1. Drag and drop the XIF document you want to attach onto the MS Exchange or MS Outlook icon. A blank new message dialog box displays and shows that the selected document is attached. 2. Send the message as usual.
Contents Index 2. Type in your password and click OK. A message may display telling you whether or not you have new messages. If this occurs, click OK. You will need to wait a few seconds while the selected document is attached and a new mail message window opens up. Do not try to interact with Netscape while the document is being attached. 3. After the Netscape new message window opens with the selected document attached, send the message as usual.
Contents Index 4. Select all the applications that you want to add to your SendTo Bar, including Netscape and Netscape Mail. ☞ The Configure SendTo Bar Utility completely reconfigures the SendTo Bar. That is, it does not just add new shortcuts to those already on it. During this exercise, therefore, be sure to select all the applications you want to see on your SendTo Bar. 5. After you select the application shortcuts you wish to add to your SendTo Bar, click OK.
Contents Index Using TextBridge Pro as a standalone application One of the key tools in Pagis Pro is the award-wining TextBridge Pro 98 program. TextBridge Pro provides industry-leading optical character recognition (OCR) technologies that enable you to convert scanned documents into editable text in your word processor or other text application. TextBridge Pro is tightly integrated into Pagis Pro. It is used during drag-and-drop operations and for full-text indexing of scanned and other image documents.
Contents Index Using MGI PhotoSuite as a standalone application For picture and photograph editing purposes, Pagis Pro includes the full edition of MGI PhotoSuite™. PhotoSuite is integrated into the Pagis Editor. However, you can also run PhotoSuite as a standalone program, using all of its tools and features directly. Note PhotoSuite cannot open a XIF document directly. To edit a XIF document in PhotoSuite, use drag-and-drop instead.
Contents Index WHERE TO GO FROM HERE This chapter is the last of the main chapters of the Pagis Pro User’s Guide. The Glossary, Appendix, and Index provide additional reference information about Pagis Pro. The Glossary of Terms defines the technical terms used in this manual, and serves as a good primer to scanning and imaging concepts. Appendix A lists all of the file formats that Pagis Pro can input and output.
Contents A Index SUPPORTED PROGRAMS AND FILE FORMATS This appendix provides information about other Windows programs with which Pagis Pro works. It also provides a list of image formats that Pagis Pro can import and export.
Contents Index Table A–1. Supported Programs Application File name (.exe) Convert to Comments Adobe Acrobat Distiller 3.01 Acrodist.exe EPS Output is high-resolution binary (black & white) Adobe Acrobat Exchange3.01 AcroEx32.exe PDF Adobe Acrobat Reader 3.0 Acrord32.exe PDF Adobe Acrobat Reader 3.0 Acrord32.exe PDF Adobe PageMill 2.0 PageMill.exe JPG Adobe PhotoDeluxe 1.0 PD.exe TIF Adobe PhotoDeluxe 1.0 PD.exe TIF Adobe PhotoShop LE PhotosLe.exe TIF Adobe PhotoShop 3.
Contents Index Table A–1. Supported Programs (cont.) Application File name (.exe) Convert to Comments Corel Presentations 7 Prwin.exe JPG Corel Presentations 8 Prwin.exe JPG Corel Quattro Pro 7 QPW.exe XLS Corel Quattro Pro 8 QPW.exe XLS Corel Web.PhotoPaint webpaint.exe JPG Corel WebDesigner designer.exe HTM Corel Wordperfect 7 WpWin.exe WPD Corel Wordperfect 8 WpWin.exe WPD Delrina WinFax Pro 7.0 FaxMng.exe fax image Delrina WinFax Pro 7.5 FaxMng.
Contents Index Table A–1. Supported Programs (cont.) Application File name (.exe) Convert to Comments Kai's Power Goo 1.0 Powergoo.exe TIF Must be registered as a TIF. Although PowerGoo can also read the BMP format, only TIF opens correctly. If you register with Pagis as BMP, the resulting image is incorrectly drawn in PowerGoo Kid Pix KidPix.exe BMP Outputs a single page only Lotus 123 123w.exe WK1 Lotus 123 97 123w.exe WK1 Lotus AmiPro AmiPro.exe SAM Lotus Approach 3.02 Approach.
Contents Index Table A–1. Supported Programs (cont.) Application File name (.exe) Convert to MS Power Point 7.0 Powerpnt.exe RTF MS Power Point 8.0 Powerpnt.exe RTF MS Project 95 winproj.exe XLS MS Project 98 Winproj.exe XLS MS Word 6 WinWord.exe RTF MS Word 7 WinWord.exe RTF MS Word 8 winword.exe RTF MS WordPad WordPad.exe TXT Output is text only; graphics are discarded MS Works 95 MsWorks.exe RTF Works loses page size information when importing RTF from any source.
Contents Index Table A–1. Supported Programs (cont.) Application File name (.exe) Convert to Picture Publisher pp50.exe JPG TextBridge Pro96 TB96.EXE XIF TextBridge Pro96 TB96.EXE XIF TextBridge Pro96 TB96.EXE XIF Wang Image Viewer wangimg.exe TIF Wang Image Viewer wangimg.exe TIF Windows Draw draw.exe JPG Comments IMAGE F ORMATS THAT PAGIS PRO SUPPORTS Pagis Pro can import and export a number of popular image formats. Table A–2 provides a list of supported image formats.
Contents Index Table A–2. Supported Image Format (cont.) Format Ext. Import Export Options Comments Brooktroup Group 3 2D .brk Yes Yes No Output is high-resolution binary only; multi-page output is supported CALS Raster .cal Yes Yes No Single page only Converted Image Format .cif Yes No n/a DCX .dcx Yes Yes Yes Dr. Halo .cut Yes No n/a Encapsulated Postscript .eps Yes Yes No Output is high-resolution binary only; single page only FlashPix .
Contents Index Table A–2. Supported Image Format (cont.) Format Ext. Import Export Options MSPaint .msp Yes No n/a NCR .ncr Yes Yes Yes Multi-page output supported NCR Group 4 .ncr Yes Yes No Single page only PCX .pcx Yes Yes Yes Single page only PhotoCD .pcd Yes No n/a Portable Any-Map .pnm Yes No n/a Portable Bitmap Ascii .pbm Yes Yes Yes Single page only Portable Bitmap Raw .pbm Yes Yes Yes Single page only Portable Graymap .
Contents Index Table A–2. Supported Image Format (cont.) Format Ext. Import Export Options Comments (if applicable) Windows DIB .dib Yes No n/a Windows Metafile .wmf Yes Yes Yes WordPerfect Graphic .wpg Yes No n/a X Bitmap .xbm Yes Yes No Single page only X Pixmap .xpm Yes Yes Yes Single page only X Window Dump .
Contents Index GLOSSARY OF TERMS This glossary defines terms and concepts used in this manual. For readers who are new to scanning, imaging, and character recog-nition concepts, this glossary may be useful not only as a refer-ence, but also as a primer on optical character recognition technology. Some definitions provided here contain terms in bold letters. This means that these terms are also defined elsewhere in the glossary.
Contents Index C Create New Shortcut wizard—A program in Pagis Pro that enables you to add new program shortcuts to the Pagis SendTo Bar. D digital camera—A device that resembles and works like a typical film camera. Instead of film, however, a digital camera uses built-in computer memory to store photographs as bits of data (digitally), typically in JPEG format.
Contents E Index edit box—In Microsoft Windows dialog boxes, a rectangular field into which you can type new text (for example, a file name) or make changes to (“edit”) existing text. For example, in Windows, when you click on a file name, it changes to an edit box so you can change the file name. In an edit box, you can select a point inside the text string to type new text; alternatively, you can highlight part or all of the text string and type over it. You can cut and paste text, and so on.
Contents Index G grayscale—A method of storing each pixel of an image as more than one bit of data. For example, four-bit grayscale data stores each pixel of an image as four bits of data. This enables a finer representation of the original data than simple binary (black and white, or one-bit) data. H halftone—An image composed of differently sized black dots spaced in such a way as to simulate the different gray tones of an original photograph or color drawing.
Contents Index J JPEG—Pronounced JAY-peg, this is a compressed graphic image format. It is created by choosing from a range of compression qualities (actually, from one of a suite of compression algorithms). When a JPEG is created or converted from another image format, some trade-off is made between image quality and file size. Formally, the JPEG file format is ISO standard 10918.
Contents P Index page image—A binary (black and white) or color representation of a page stored in computer memory, or on disk in an image file. Pagis Editor—One of a suite of programs in Pagis Pro, enabling you to view, refine, annotate, picture edit, and otherwise manipulate scanned XIF documents (and other image file formats). Pagis Folder—A standard Windows folder that has been enhanced with Pagis tools and views. See also Pagis Inbox.
Contents Index Pagis ToolBar—In Pagis Pro, a program on your Windows desktop and in the Pagis Inbox that holds icon buttons to launch all the main programs built into Pagis Pro. pixel—Short for picture element, one of many individual units that together make up an electronic picture. portrait orientation—Describes a page on which lines of print flow across the more narrow dimension (or width) of the page.
Contents S Index scale to gray—An image enhancement process that converts a binary (black and white) image into 4-bit or 8-bit grayscale to give it a smoother appearance. See also grayscale. scanner driver—A software module that serves as an interface between a software application and a scanner. The scanner driver sends requests from the application to the scanner in a language the scanner can understand. Pagis Pro supports two types of scanner source drivers—ISIS or TWAIN.
Contents Index Thumbnail—A miniature view of a document that appears, like a file icon, in a Windows folder. In Pagis Pro, the Pagis Inbox and Pagis Folders support a large thumbnail view that helps you easily identify the contents of documents. TIFF image—A representation of one or more pages or graphics stored in Tag Image File Format, an industry-standard image format.
Click a bold page number to navigate directly to the page INDEX A Add Field command, 4–97 Adobe Acrobat Reader, 1–2 Adobe PhotoShop, 3–5 America Online, 5–19 Annotating a document, 1–6, 3–15 Annotation commands in the Pagis Editor, 4–92 Annotation default options, table of, 4–95 Annotation toolbar in Pagis Editor, 4–100 picture of, 3–17 Annotations searching on, 1–7 specifying whether to print or not, 4–69 using to provide comments on a shared document, 5–4 Arrange Items command, 4–128 Arrow command, 4–93
B Background tint, 4–76, 4–91 Blank page, inserting into a scanned document, 4–77 Bleed-through, 4–36 Blur command, 4–89 Boolean searches, 4–119 Brightness & Contrast command, 4–88 Business cards, scanning, 4–42 C CD-ROMs, 1–2 archiving scanned documents to, 5–8 indexing files on, 4–112 storage of documents, 5–3 Change Resolution command, 4–90 Change Schedule command, 4–106 Circle command, 4–93 Clear All Text command, 4–98 Collate Copies setting, 4–57 Color Copy setting, 4–57 Color copying with Pagis Pro
Crop to Region, 4–87 Customer support, xvii Custom Page Size dialog box, 4–35 D Date Modified tab, 4–123 Delete Index command, 4–106 Detach from Index command, 4–108 Details command, 4–128 Detect Fields command, 4–96 Digital cameras, 4–27 acquiring images from, 4–49 selecting a TWAIN driver for, 2–1, 2–10 Docking toolbar, 3–3 Document annotation, 3–17 Documentation conventions, xv Document management, 5–3 Document search and retrieval, 1–7 Double-sided documents, scanning, 4–45 Drag and Drop Registration
F Fax printer, selecting, 4–60 Fax settings, 3–12 Fax tab in Scan Tool, 4–60 Faxing scanned documents, 1–6 procedure for, 3–12, 4–59 File compression in XIF, 4–16 File name and type, searching by, 4–124 Fine setting, 4–61 FlashPix, 4–66 Forms, 4–42 scanning and typing into, 1–6, 3–18 tools for typing into and editing, 4–96 Forms menu in Pagis Editor, 4–96 Freehand command, 4–93 G GIF, 4–66 H Halftone setting, 4–61 Highlighter command, 4–92 HTML, scanning documents into, 4–47 I Image conversion, optio
Image toolbar in Pagis Editor, 4–100 Images, pasting as new pages in the Pagis Editor, 4–72 Index Information dialog box, picture of, 4–105 Index Manager, 3–25, 4–101 exploring, 4–104 toolbar on, 4–109 Index toolbar, 4–109 Indexes about, 4–103 creating and defining, 4–109 file types that are OCR’d for full-text search, 4–111 scheduling automatic updates, 4–106 sharing in a networked environment, 4–115 In-place activation, 5–23 Installation folder for Pagis Pro, choosing, 2–7 Installation of Pagis Pro, 2–1 I
L Large Icons command, 4–128 Line command, 4–93 List command, 4–128 Lotus ccMail, 5–20 Lotus Notes, 5–20 Lotus WordPro, scanning documents into, 4–47 M Make Text Black, 4–36 Manage Indexes command, 4–130 Manual Straighten command, 4–86 Margin Note command, 4–92 Memory requirements, 2–1 MGI PhotoSuite, 1–2, 1–6, 5–6 choosing not to install, 2–8 integrated into the Pagis Editor, 3–21, 4–80 multimedia tutorial, 5–25 user documentation, xvi using standalone, 5–25 Microprocessor needed to run Pagis Pro, 2–1 M
Open Containing Folder command, 4–126 Open Selected command, 4–125 Operating systems, 3–2 Options command in Pagis Editor, 4–82 Options command in Search Tool, 4–94, 4–98 P Page Refinements, 3–17 specifying, 4–36 Page Size, specifying, 4–35 Page Type Any Document, 3–7 specifying, 4–41 Pagis documents, 3–1, 4–15 converting to other image formats, 4–20 Pagis Editor, 1–6, 3–4, 3–15, 4–64 adding search attributes to a document, 4–68 adjusting the amount of JPEG compression, 4–83 Annotate menu, 4–92 annotating
Pagis Editor (cont.
Pagis Pro archiving scanned documents to CD-ROM, 5–8 CD-ROM contents, 1–2 choosing installation folder, 2–7 color copying with, 1–5 context menu, enhancements to, 4–17 create a library of company documents, 5–3 creating posters, 5–6 custom installation, 2–7 default search index for, 4–103 default search index in, 3–25 disk space requirements, 2–1 document format (XIF), 1–2 documentation on-line, 1–2 Drag and Drop Registration Wizard, 1–4 Editor, 3–15 electronic registration, 2–11 features, 1–3 image enhance
Pagis Pro (cont.
Pagis Pro (cont.
R Rectangle command, 4–93 Reduce/Enlarge settings, 4–56 Refine command, 4–84 Relevance column in Search Tool, 4–132 Removable media, 1–1 indexing and searching on, 1–7, 4–112 Remove All Fields command, 4–97 Remove Background Tint, 4–36, 4–91 Remove Bleed-through, 4–36 Remove Dots, 4–36 Remove Lines, 4–36, 4–85 Remove Shading, 4–36, 4–85 Remove Specks, 4–85 Resize command, 4–89 Resolution, changing in the Pagis Editor, 4–90 Rotate command, 4–87 S Sample files, 1–2 Save Search command, 4–126 Scan Tool, 3–3
Scanner brightness, specifying, 4–35 Scanner driver installation tips, 2–10 information about, 4–27 system-level, 2–2 Scanner installation steps, 2–2 Scanner Progress dialog box, 3–7 Scanner properties, specifying, 4–32 Scanner setup with Pagis Pro, 4–27 Scanners installing and testing, 2–2 selecting a driver for, 2–9 supported by Pagis Pro, 2–2 with automatic document feeders, 3–6 Scanners with ADFs, 4–45 Scanning and copyright laws, 5–2 directly to an application, 4–47 double-sided documents, 4–45 part of
Search string Boolean (concept), 4–119 by example, 4–122 defining, 4–118 natural language, 4–121 proximity modifiers, 4–121 wild-card operators in, 4–119 Search Tool, 1–7, 3–4, 3–25, 4–102, 4–116 Boolean searches, 4–119 Edit menu, 4–126 File menu, 4–125 Index menu, 4–130 keyword search, 4–124 launching, 4–116 menus and commands, 4–125 natural language searching, 4–121 Options menu, 4–129 proximity searches, 4–121 saving a search, 4–126 search by example, 4–122 search properties, 4–122 using to display all d
SendTo Bar, 1–3, 1–4, 2–12, 3–4, 3–30, 4–9 adding a program shortcut to, 4–10 adding shortcuts to, 3–5 changing options, 4–9 choosing which programs to put there, 2–8 in the Pagis Inbox, 3–3 launching on the Windows desktop, 4–9 picture of, 3–4 properties, 4–9 removing program shortcuts from, 4–12 Separate Pictures from Background, 4–36 Separate Text and Pictures, 4–85 Setup of Pagis Pro, 2–1 Setup program, 2–6 Shared files, removing during Pagis uninstall, 2–15 Sharpen command, 4–89 Small Icons command, 4–
TextBridge Pro, 1–2, 1–7, 5–2, 5–24 choosing not to install, 2–8 in the Pagis Editor, 4–78 on the SendTo Bar, 3–5 uninstalling an old version, 2–3 user’s guide, xvi using standalone, 5–24 ways to run it in Pagis Pro, 3–29 Thumbnail command, 4–18 Thumbnails, 3–2 specifying how they are displayed, 4–5 Tinted background, removing, 4–91 Title attribute, 4–23 Toolbar command, 4–127 Troubleshooting scanner problems, xvii, 2–11, 4–30 TWAIN scanner, configuring to use its own dialog box, 2–10, 4–31 TWAIN, 2–2, 2–10
W Windows, tools that Pagis Pro adds, 3–1 Windows Explorer, 1–3 WinFax Pro, 3–12 WordPerfect, scanning documents into, 4–47 World Wide Web site for Pagis Pro, 5–2 X XIF (eXtended Image File) format, 1–2, 4–15 dragging to an open application, 5–23 background tint in, 4–76 converting electronic documents to, 5–13 converting to other image formats, 4–20 details about, 4–15 dragging and dropping for OCR, 3–29 four layers in the file, 1–5 property sheets for, 4–23 sending as a e-mail attachment, 5–18 typical
