OneTouch 4.
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Table of Contents 1 Scanning and Configuring One Touch Default One Touch Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Changing the Button Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Selecting Options for One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Image Documents Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Adding Image Editor Applications to One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PDF Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Send to Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Scanning and Configuring One Touch The information in this guide will cover hardware and software features that may not be available for the scanner model you purchased. Please disregard any information that does not apply to your scanner. Some of the illustrations in this guide may not look exactly as they appear on your computer’s screen. The differences are minor and do not affect the steps to use the features. One Touch 4.
Default One Touch Settings When you installed the scanner, the software configured each One Touch button with appropriate settings consisting of: a Destination Application, a Scan Configuration, and a File Format. The button names, such as Email or Copy, indicate the original factory settings for a button. You can change any of these settings. Please see Changing the Button Settings on page 7 for instructions.
Changing the Button Settings 1. 2. 3. Click on the One Touch icon. Right-click a button on the One Touch Button Panel. The One Touch Properties window opens. Scanner button configuration tab Select a file format for your scanned images. Select the Destination Application that will open when you are finished scanning. You use the destination application to view and work with your scanned images. 4. 5. 6. Select a configuration for scanning the item.
7. 8. 9. Select a scanning configuration in the Select configuration list. The configuration’s basic settings include: scanning mode, resolution (dpi), page size, brightness (Br), and contrast (Cr). To see a selected scan configuration’s settings, click its icon. Click the icon again to close the detailed information. Refer to Scan Configurations on page 12 and Configure Before Scan on page 25 for instructions on creating and modifying scan configurations. Click on OK to save the changes.
Selecting Options for One Touch Use the Options Tab to configure how One Touch works with the selected button, such as which destinations are available, or what the file name should be. Select Button—Click the down arrow and select the button for which you want to modify the settings from the list. The options you choose in this window only apply to the button you select in this list. Show All Destinations—This option selects all of the Destination Application categories.
• • Fax and Print is for sending your scanned documents directly to your printer or fax software. Sti event forwarding is for using another application’s interface for scanning. The One Touch Event Forwarding dialog box opens so you can select which application to use to continue scanning. Enable scanning to multiple destinations—select this option to allow for multiple destinations to be selected, in the destination list, on the One Touch configuration tab.
• Click the down arrow and selected a token value from the list, then click the arrow button to add that value to the file name field. The token values are: {FN}—inserts the scanner name. {#b}—inserts the image number without adding zero (1). {#03b}—inserts a 3-digit image number in the scan batch (001). {D}—inserts the numeric day of the month without a zero added to single-digit days (4). {DD}—inserts the numeric day of the month with a zero added to single-digit days (04).
Scan Configurations The scan configurations are where you select the scanning resolution, brightness, mode (color, black&white, or grayscale), and a number of other settings. To see a selected scan configuration’s settings, click its icon. Click the icon again to close the detailed information. Click the icon of a selected configuration to view its settings. Select the scan configuration to edit or delete. It must be unlocked, as indicated by not having a lock displayed here.
In the Scan Configuration Properties window, the Scan Settings, Page Settings, Advanced Settings, and Redaction Settings tabs are always available. When the Kofax VRS module is installed, the VRS Settings tab will also be available for all destinations. Based on the selected destination, additional settings tabs may also be available. If you see one of these additional settings tabs please refer to the appropriate section, as listed below, for instructions on configuring these destination specific options.
Brightness—Sometimes an image is scanned with the brightness and contrast set too light or too dark. For example, a note written with a light pencil may need to be scanned darker to improve legibility. Increasing or decreasing the brightness makes the scanned image lighter or darker. Contrast—The difference between the lighter and darker portions of the image. Increasing the contrast emphasizes the difference between the lighter and darker portions, decreasing the contrast de-emphasizes that difference.
• • • • • Reduce moiré patterns—Moiré patterns are wavy, rippled lines that sometimes appear on the scanned images of photographs or illustrations, particularly newspaper and magazine illustrations. Selecting Reduce moiré patterns will limit or eliminate moiré patterns in the scanned image. This option is only available when scanning in Color or Grayscale at lower resolutions, and when the scanner supports this feature.
• Color Filter—Color filter is the ability of your scanner to automatically remove a color from a scanned image. For example, if you are scanning a letter with a red watermark, you can choose to filter out the red so the scanned letter just shows the text and not the red watermark. Color filter applies to Black & White or Grayscale scanning modes. The original with a red watermark over black text. • The scanned item with the red filtered out.
Redaction Settings Tab Use the options on the Redaction Settings tab to remove a specified area in the scanned image. Please refer to the technical note, at the end of this section, for information about how this setting works with other options in the One Touch Scan Configuration you are modifying. Enable redaction—Select this option to enable redaction when scanning. You might use this option if you want to remove a logo or image that appears on each page that you are scanning.
• • Back—This is the Duplex side of the page. The area(s) specified for the Back will only apply to the Duplex side of the page when scanning in Duplex. Therefore, if you scan 4 double-sided pages, the resulting image file(s) will have redacted areas on pages 2, 4, 6, and 8. Both—Select this option if you want to specify an area that appears in the same place on both sides of the page, such as a company logo, so you don’t have to specify the same area separately for both the front and back.
Preview—This color field shows the actual color that will fill the redaction area in the final scanned image. When scanning in color, the Preview field will match the Color field. When scanning in Grayscale, the preview field will show the gray version of the color you selected, and that color will be in the final scanned image.
File Formats The available file formats, in the Select format panel, are based on the selected destination for scanning. For example, if scanning to the destination Transfer to Storage, all file formats are available as the files are saved directly to a folder without opening any application. If the destination is an application, such as Microsoft’s Paint, only the file types the application supports will be available in the Select format panel.
Image Formats Select an image file format for photos, artwork or other documents that you want to save as images. BMP and TIFF are standard image file formats generally used if you want to do additional image processing, such as photo touch-up or color correction. Right-click on the BMP icon to access the GIF and PNG image formats. When you select either of these formats, the format panel will change the BMP icon to the selected image format icon. BMP—The *.
Right-click on the JPG icon to access the JP2 image format. When you select JP2, the format panel will change the JPG icon to the JP2 format icon. JPG—The *.jpg (joint photographic experts group) format is a common image format for transferring pictures electronically, such as posting to a website or sending via email, as JPG image files are smaller than BMP and TIFF files. You can change the level of compression for the picture file to have better quality or a smaller file size. JP2—The *.
Right-click on the PDF format icon to change the image quality or select the option to make the scanned PDF file PDF-A compliant. PDF—the *.pdf (portable document format) image format is often used to create images of text pages. The image compression of PDF files creates relatively small file sizes when scanning multiple page files in color. While the TIFF image format also supports multiple page files, when scanning in color the TIFF files are often too large to be transferred electronically.
Select a text format for documents with text or numbers, such as a business letter, report, or spreadsheet. The text format icon has several file formats available, depending on the Destination Application you select. NOTE: For the text file formats to be available in One Touch, either Nuance’s PaperPort or OmniPage software must be installed. Please use the version of PaperPort or OmniPage that came with your scanner if you want to scan as a text format.
Configure Before Scan You can set up the scanner so that, when you press a button or click it on the Button Panel, a different scanning interface opens before the scanning starts. To set up the scanner for this capability, you select Configure Before Scan from the scan configuration list. Choosing Configure Before Scan simply opens either the TWAIN or WIA scanning interface when you press a button. You can then use the interface to change the Resolution, Scan Mode, and other settings.
4. 5. Click the Scan button on the TWAIN Interface. The item is scanned. When finished, click the Done button and the image will be sent to the Destination Application specified in the One Touch Properties window. In the example shown on the previous page, the Destination Application is Paint. Canceling a Configure Before Scan 1. Click Cancel in the scanning progress window. 2. The following window will open asking if you want to cancel the entire job.
Open Scanned Document(s) Select the destination Open Scanned Document(s) to have the scanned document open automatically when scanning is complete. Supported file types—All file formats are available when scanning to the Open Scanned Document(s) destination. Note that text file formats are only available if an OCR module or application is installed. Please refer to Text Formats on page 23 to see a list of text file formats that are available when OCR is installed.
Transfer to Storage With Transfer to Storage, you can scan documents and save them in a folder in one step. Supported file types—Since the files are saved directly to a folder on the computer or server, all file formats in One Touch are available. Note that text file formats are only available if an OCR module or application is installed. Please refer to Text Formats on page 23 to see a list of text file formats that are available when OCR is installed.
Transfer to Storage One Touch Link Properties window Scan Configuration Properties window Storage Options tab Storage layout • All documents are in the root—The scanned documents are saved in the root of the folder specified in the Storage location. • Documents are put into folders by month, week, or type—Folders are created based on your selection (month, week, or file type) and the scanned documents are saved in those folders.
2. Hover the mouse cursor over the Set as scan destination option and the sub-menu will open to the right. Click on the setting you want the Storage location to be updated with. • • • For all configurations—select this option to have the storage location, in all scan configurations Storage Options tabs, updated to use this location. Note that the storage Link Properties location will also update to use this location.
2. 3. 4. Open the One Touch Properties window. Select Transfer to Storage as the Destination Application. Click the New button. 7. The Scan Configuration Properties dialog box opens. To help you remember which folder it is, give the new configuration a name that indicates the folder name, such as “Business Receipts.” Click the Scan Settings, Page Settings, and Advanced Settings tabs, and select the settings you want. Click the Storage Options tab. 8. Click the Browse button. 5. 6. One Touch 4.
9. Select the folder you created for storing the scanned documents. 10. Click OK. The selected folder will now be set as the Storage Location, such as “Business Receipts.” 11. Click OK. The new configuration is now listed as a Transfer to Storage configuration. 12. Repeat the process to create additional new configurations, such as one named “Personal Receipts.” NOTE: Make sure to designate separate folders as the Storage Locations for each new configuration. 32 One Touch 4.
13. You will now have multiple configurations set up for the Transfer to Storage destination, and each configuration scans documents to separate folders. The new configurations apply to the Transfer to Storage Destination Application. 14. Now select a scanner button for each new configuration. Click Apply to set that button for that configuration. Scan to multiple storage folders: 1. 2. 3. 4. Insert the document you want to scan to storage.
Burn to CD-ROM If you have a CD burner attached to your computer, you can scan directly from your scanner onto a CD. This feature is available only on computers running Windows version XP or later. Supported file types—Since the files are going to be burned to a CD, all file formats in One Touch are available. Note that text file formats are only available if an OCR module or application is installed.
6. When you are ready to burn the files to a CD, open the One Touch Properties window, select Burn to CD and then click the Properties button. 7. 8. Make sure a blank CD is in the CD burner. Click the Burn to CD button. The CD burner begins and your scanned documents are written to the CD. If other files are also waiting in this location, they will get written with the One Touch files on the CD. One Touch 4.
Printer or Fax The availability of printers and/or faxes in the One Touch destination list depends on whether or not you have printers or faxes configured in Windows. Please refer to the Windows documentation, or your printer or fax documentation, for setting up printers and faxes. Supported file types—Only the BMP file format is available, when scanning to a printer or fax, as only uncompressed data can be send to these devices. Destination type—Printers and Faxes are classified as “Device Links”.
Click on the Device Settings tab and use the options on this tab to select settings for the device. • • • • • • • Fit to page, reduce image if necessary—If the scanned image is too big to be printed or faxed on a single page, the image will automatically be reduced to fit the page. Actual size, crop image if necessary—If the scanned image is too big to be printed or faxed on a single page, the image will automatically be cropped around its edges to fit on the page.
PaperPort In the One Touch Properties window, select PaperPort as the Destination Application for scanning. Supported file types—All image file formats are available when scanning to PaperPort. The sPDF and nPDF text file formats are only available when the OmniPage software or One Touch OmniPage module is installed. Please refer to Text Formats on page 23. Destination type—The PaperPort destination is classified as a “Document Management Link”.
PaperPort One Touch Link Properties window Scan Configuration Properties window PaperPort tab Select the destination folder for Scanned Documents • Select a folder to send the scanned document(s) to when scanning to the PaperPort destination. The list of folders in this window are from the PaperPort Folder Manager. Use the PaperPort Folder Manager to add or delete folders, add other drives and network locations to this list. You cannot add new folders from the One Touch PaperPort configuration windows.
SharePoint The SharePoint destination link allows scans to be sent directly to a SharePoint site from One Touch. Please contact your SharePoint site administrator for the server information you need to configure this link. Alternatively, have your site administrator or IT professional configure this link for you. Setup and configuration of the SharePoint sites and user accounts are outside the scope of this document.
• • • • • • SharePoint URL—Input the full URL path of the SharePoint site without the http(s):// designation and actual page. This path should include everything except the destination folder. For example, if the web browser URL displays http://sharepoint.site.com/IT/common/shared documents/default.aspx, then you would configure the SharePoint server path as follows: • Select HTTP as the protocol • The SharePoint URL would be sharepoint.site.
Double-click on any of the line items to open the selected log file in the Log File Detail View. If you open a failed transfer, the log file may contain the information you need to determine why the transfer failed. After you address the failure indicated in this log file, you can click the Retry button to resend the document to the server. Click on the Properties button to open the Log Viewer from the SharePoint One Touch Link Properties window.
FTP Transfer The FTP Transfer destination link allows scans to be sent directly to an FTP server from One Touch. Please contact your server administrator for the server information you need to configure this link. Alternatively, have your site administrator or IT professional configure this link for you. Setup and configuration of the FTP server and user accounts are outside the scope of this document.
• • • • Port—Input which port to use with the selected protocol. Changing the selected protocol will reset this value to the appropriate default for the protocol. User account—Input the user account name that has privileges to save files to the specified host destination folder. Password—Input the password for the user account name you specified. Destination folder—Input the folder path, on the remote FTP server, where you want the scanned documents sent.
Click on the Properties button to open the Log Viewer from the FTP One Touch Link Properties window. There are no global configuration properties for the FTP destination application, all configuration is done using the Scan Configuration Properties window as described in the previous section. One Touch 4.
SMTP The SMTP destination link allows scans to be sent directly to an email address, through an SMTP server, from One Touch. Please contact your server administrator for the server information you need to configure this link. Alternatively, have your site administrator or IT professional configure this link for you. Configuration of the SMTP server settings and user accounts is outside the scope of this document.
• • • • • • User account—Input the user account name that has privileges to send email messages through the SMTP server. Password—Input the password for the user account name you specified. Use Windows Integrated Authentication—Select this option to use the Windows current user’s login name and password to send the message through the SMTP server. Email to—Input a valid recipient email address to receive the scanned document. If it is not a valid address the transfer will fail.
Click on the Properties button to open the Log Viewer from the SMTP One Touch Link Properties window. There are no global configuration properties for the SMTP destination application, all configuration is done using the Scan Configuration Properties window as described in the previous section. 48 One Touch 4.
Email Applications Scanning to an email application, such as Outlook or Windows Mail, attaches the scanned image to a blank email message. You then fill in the recipient email address(es) and send the message. You need to have configured an email application before you can scan to it using One Touch. If you do not have your email application set up prior to scanning, the default Windows email application will open and ask you to configure your user information.
Email Properties Use the Email Link Properties window to select a folder for storing a permanent copy of the scanned image, setting the color document options, and changing the email application that is in the One Touch destination list. • • Folder for storing attachments—Click the Browse button to change the location using the Windows file browser, or type a location directly in the field.
Text Editors Scanning to a text editing application, such as Microsoft’s Notepad or WordPad, automatically converts the text in the scanned image into editable text using Optical Character Recognition (OCR). Supported file types—The text file formats and destination applications are only available if an OCR module or application is installed. Please refer to Text Formats on page 23 to see a list of text file formats that are available when OCR is installed.
Text Documents Properties These properties apply to Microsoft Word, Microsoft Excel®, and any other text editing applications indicated by their icons in the list. • • Add application—Click this button to open the Add Text Based Link dialogue so you can add other text editing applications to One Touch. Delete application—Select an application in the list then click this button to remove the application from the One Touch destination list.
Adding Text Editor Applications to One Touch 1. To add another application to the list, click the Add Application button. The Add Text Based Link dialog box opens. 2. Click Browse to find the application you want to add to the list. When you select the application using the Browse button, steps 1 and 2 on the dialog box are automatically filled in, and the application icon appears in step 3. Select the icon in Step 3 of the dialog box. That is the icon that will appear in the One Touch Destination List.
4. 5. 6. 7. 54 In step 4 of the dialog box, select the file formats that the application will accept. HTML Formatted file—Select this option when you want to scan to your web browser for posting HTML pages to a website. Even though word processing applications, such as Notepad and Word can open *.htm files, you cannot scan as *.htm to word processing text editors. Scanning as HTML creates a directory with the *.htm file and linked images for website use.
Creating an HTML Web Page from Your Scanned Documents 1. 2. Open the One Touch Properties window. Select your web browser as the Destination Application and Choose HTML as the Format. Choose HTML 3. 4. 5. 6. Choose a Scan Configuration that has the settings for how you want any images, on the pages you are scanning, to be displayed. For example, choose a color or grayscale scan configuration if your documents contain images that you want posted to your website with the HTML text. Click OK.
Still Image Client If you want to specify an application to use for scanning at the start of the process, you can use event forwarding. Supported file formats—You cannot select a file format when scanning to the Still Image Client as the destination application is not selected until after you start scanning. Destination type—The Still Image Client destination is classified as an “Event Forward Link”.
4. A dialog box opens for you to select the application to use for scanning. Select the application you want in the box and click OK. Now the application you selected opens and you can continue scanning using that application’s interface. Technical Note If the scanner scans and sends an image to an application without prompting you to choose an application to run, the control panel options for your scanner’s events are automatically set to run a specific program when an event is initiated.
Image Editors Image editors include Microsoft Paint and other drawing and graphics applications. Supported file formats—The available file formats are based on the selected destination application. For example, you can scan to Microsoft’s Paint application as a BMP, GIF, PNG, or JPG, but not as TIFF or JP2 as Paint cannot open those two file types. Please refer to Image Formats on page 21 for more information on which image formats One Touch supports.
Image Documents Properties These properties apply to Microsoft Paint and other image processing applications. • • Add application—Click this button to open the Add Simple Image Link dialogue so you can add other image editing applications to One Touch. Delete application—Select an application in the list then click this button to remove the application from the One Touch destination list.
Adding Image Editor Applications to One Touch 1. To add another application to the list, click the Add Application button. The Add Simple Image Link dialog box opens. 2. Click Browse to find the application you want to add to the list. When you select the application using the Browse button, steps 1 and 2 on the dialog box are automatically filled in, and the application icon appears in step 3. Select the icon in Step 3 of the dialog box.
PDF Applications PDF destinations are applications that can open and/or edit the Adobe PDF file format. Supported file types—Applications in the PDF destination group support the *.pdf file format. When the OmniPage module or software is installed, One Touch includes an option to scan as sPDF or nPDF. Selecting either of these two formats still creates a *.pdf file, but the “s” and “n” letters indicate that OCR will process the image before sending the file to the PDF application.
3. Click on one of the default text editors such as WordPad. 4. 5. Click on the Properties button. To add another application to the list, click the Add Application button. The Add Text Based Link dialog box opens. 6. Click Browse to find the application you want to add to the list. When you select the application using the Browse button, steps 1 and 2 on the dialog box are automatically filled in, and the application icon appears in step 3. Select the icon in Step 3 of the dialog box.
In step 4 of the dialog box, select Adobe PDF format and Adobe searchable PDF. Adobe PDF format—Select this option if you are adding a PDF viewing or editing application to the list. This PDF format is an image format only, it will not recognize the document using OCR, and you will not be able to search or edit the text in the final file. The application you are adding must be able to open *.pdf files. Adobe searchable PDF—This is the PDF image format with a hidden searchable text layer.
Send to Application The Send to Application link allows you to select any application on your computer as the scan destination. Supported file types—All file formats in One Touch are available when scanning to this destination. After you configure the link, as described below, make sure you select a file format that the application can open. Please refer to Text Formats on page 23 to see a list of text file formats that are available when OCR is installed.
3. The One Touch Link Properties for this destination opens. Click Browse to open the Windows file browser and navigate to the location of the application’s executable (*.exe) file. In most cases, the application’s directory is located in the programs directory on the C:\ drive. Because you can select any executable file, make sure you select an application that can receive image or text files. 5. Select the application’s *.exe file then click on Open. The application’s *.
Configure advanced features—Select this option to change the default settings for this link. Only advanced users and application developers should modify these settings. • • • • 66 Launch application for every image—When this option is selected, the application will open one time for each image scanned. You should deselect this option only if the application you are scanning to will accept multiple page files.
Scanning to Multiple Destinations Scanning to multiple destinations works the same as when scanning to a single destination, One Touch simply distributes the final scan to several destinations. This option is enabled separately for each One Touch button. 1. Open the One Touch Properties window and click on the Options tab. 2. 3. Select Enable scanning to multiple destinations, then click back on the configuration tab.
4. 5. 68 If any of the destinations you select have global configuration properties, the Properties button at the bottom of the Selected destinations list will be enabled for you to configure the destination options. Click on the Properties button to open the One Touch Link Properties window to configure the destinations. Each destination that has global properties will be represented by its configuration tab in the One Touch Link Properties window.
6. 7. 8. Select the scan configuration you want to use for scanning in the Select configuration list. Click on the Edit button to open the Scan Configuration Properties window to configure any destination specific scanning options. Each destination that has per-scan configuration properties will be represented by its configuration tab in the One Touch Scan Configuration Properties window.
Scanning with Job Separation Use job separation to have One Touch create a new file each time a separator is detected when scanning a multiple page batch. For example, if you want to scan financial statements from several different banks, you can place a stack of statements in the scanner and One Touch will separate each statement into a different file based on your selected job separator. 1. Open the One Touch Properties window. 2.
5. Click on the option Use job separator when scanning multiple pages. 6. Select one of the two job separation options: When a blank page is detected—a new file will be created after a blank page is fed through the scanner. The blank page is discarded from the scanned image and the new file starts with the next page in the document stack. Place a blank page, in the document you are scanning, at each place where you want a new file created when scanning is complete.
The options on the Page Settings tab, in the Scan Configuration Properties window will affect the job separation options as described below: Skip blank originals • The Sensitivity you set for this feature is the one that is used when scanning. The sensitivity level you set in the Options tab will be ignored.
Index A Actual size, 37 Add Application, 53, 60, 62 Advanced device settings, 37 Advanced Settings tab, 16 Apply button, 8 Aspect ratio, 37 AutoCrop to Original, 14 AutoRotate image, 37 Dots per inch (dpi), 13, 25 Duplex, 14 E Edit button, 8 eMail, 9 Event Forward (STI), 10, 56 F Fax and Print, 10 File format, 6, 20, 25 Fit to page, 37 B G Black&White mode, 13, 15 BMP file format, 20, 21 Brightness, 14 Burn to CD, 34 Destination application, 34 Button Tabs, 7 Gamma, 16 Grayscale mode, 13, 16 C CD bu
Index M Maintain aspect ratio, 37 Maximize Quality, 22, 23 Microsoft Internet Explorer, 55 Microsoft Outlook, 9 Microsoft Paint, 9, 59 Microsoft Word, 7, 9, 52 Minimize Size, 22, 23 Moiré Patterns, 15 N New button, 8 Normal, 22, 23 O One Touch icon, 7 Options tab, 9 properties, 7, 25, 28, 34, 38, 56, 64 One Touch Properties window options, 12 OneTouch Button Panel names, 6 Optical Character Recognition (OCR), 9, 23 Options tab, 9 P Page Settings tab, 14 Paper size, 14 PDF Image quality and file size, 22