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Xerox Documate 262

1. Ready for scan Done Choose the Options applicable to your scan batch Click on the Scan button in the TWAIN interface Your documents will be scanned and sent to the Destination Application specified in the One Touch 4 0 Properties In the example shown on the previous page the Destination Application is Microsoft Paint The TWAIN interface lists the scanning options available with your Xerox DocuMate 262 scanner Please see Scanning with the TWAIN Interface from PaperPort on page 80 DocuMate 262 Scanner User s Guide 63 Scanning Canceling a Configure Before Scan To cancel a scan after scanning has begun 1 Click on the Cancel button in the scanning progress window Scanning page 1 Visioneer lnc All rights reserved 2 The following window will open asking you if you want to cancel the entire job Do you want to cancel the entire job Se Ge e Yes scanning stops and all pages scanned in this batch up to this point will be deleted The TWAIN interface will close and you can restart your scan from the beginning Choose Yes if the TWAIN scan settings are incorrect for your current scanning batch For instance the Scan Mode is Black amp White but you want to scan your documents in color choose Yes to delete any scanned pages then select the correct Picture Type and restart the scanning e No scanning stops but all pages scanned in this batch up to this point a
2. Storage location C Business Receipts Storage location C Users Public Documents Browse Documents transferred to the Burn to CD link are waiting to be written to CD The Browse For Folder window opens 2 Select a storage location on the mapped drive or server for the scanned documents Servers and mapped drives are represented by an icon that indicates its network connection Select location for storing documents Desktop BE Rholz Vistallt d Public a jE Computer Floppy Disk Drive A amp Local Disk C3 gt cy Image D gt 43 DVD RW Drive E gt Ga Network K gt RY Network Select a mapped drive or server as indicated by the Folder Public Icon ek ew ot 76 DocuMate 262 Scanner User s Guide Scanning 3 Click OK Now when you scan using Transfer to Storage as the Destination Application the documents are stored on the server or mapped drive To Use OCR Before Transferring to Storage If the documents you want to transfer to storage are text documents or spreadsheets you can have them converted by the OCR process prior to being stored 1 2 5 6 DocuMate 262 Scanner User s Guide Open the One Touch Properties window Using the arrows choose Button 7 or any other button if it is set up with Transfer to Storage as one of its Destination Applications Choose a text format as the file format Right click
3. 5 To help you remember which folder it is give the new configuration a name that indicates the folder name such as Storage for Business Receipts 57 Scanning 6 Click the Scan Settings Page Settings and Advanced Settings tabs and select the settings you want 7 Click the Storage Options tab Storage Options Select folder and transfer options EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type Storage location C Users Public Documents 8 Click the Browse button 9 Select the folder you created for storing the scanned documenis Select location for storing documents MD Desktop gt BE Rholz VistaUlt gt Public a jE Computer Floppy Disk Drive A 4 amp Local Disk C m Business Receipts gt m Program Files gt m Users gt m Windows Folder Business Receipts If you haven t created the folder yet you can click the Make New Folder button and type the name for the new folder 58 DocuMate 262 Scanner User s Guide Scanning 10 Click OK The selected folder will now be set as the Storage Location such as Business Receipts Select folder and transfer options EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders b
4. Penalties of fines or imprisonment may be imposed on those guilty of making such copies 1 2 3 4 Current bank notes or current paper money Obligations or securities of a government or bank Exchequer bill paper or revenue paper The public seal of Canada or of a province or the seal of a public body or authority in Canada or of a court of law DocuMate 262 Scanner User s Guide 5 Proclamations orders regulations or appointments or notices thereof with intent to falsely cause same to purport to have been printed by the Queen s Printer for Canada or the equivalent printer for a province 6 Marks brands seals wrappers or designs used by or on behalf of the Government of Canada or of a province the government of a state other than Canada or a department board Commission or agency established by the Government of Canada or of a province or of a government of a state other than Canada 7 Impressed or adhesive stamps used for the purpose of revenue by the Government of Canada or of a province or by the government of a state other than Canada 8 Documents registers or records kept by public officials charged with the duty of making or issuing certified copies thereof where the reproduction falsely purports to be a certified copy thereof 9 Copyrighted material or trademarks of any manner or kind without the consent of the copyright or trademark owner The above list is provided for your convenien
5. The LED does are correctly attached to the computer If the scanner still not flash E and the status does not connect re boot the computer light remains green 4or5 The scanner lamp is either In the One Touch hardware properties turn the scanner lamp turned off or the lamp has not on See page 78 for instructions If the lamp is already on turn warmed up enough to initiate the lamp off then on again If the problem persists and your scanning scanner s power is plugged into a surge protector or UPS battery backup try plugging the scanner power directly into a wall outlet 6 The scanner s cover is open Close the scanner cover and make sure it attaches completely 7 or8 The lamp in the scanner Make sure that the lamp has not been turned off body or the ADF portion of manually See the steps on page 78 to turn the lamp on the scanner has and off malfunctioned Re boot your computer If the problem persists contact Xerox Technical Support 9 Paper jam Open the ADF cover and remove the jammed page See Clearing Paper Jams on page 101 All An internal part in the Turn off the power to your scanner then turn it back on Other scanner may have again If the problem persists contact Xerox Technical Codes malfunctioned Support 106 DocuMate 262 Scanner User s Guide Maintenance Uninstalling Your Scanner To uninstall theXerox DocuMate 262 scanner remove the scanner software PaperPort or any other scanning software prov
6. scanned darker to improve legibility Brightness refers to the lightness or darkness of the image Contrast is the range between the darkest and lightest portions of the image The greater the contrast the more difference between the lighter and darker shades in the image Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image The Contrast setting does not apply to the Black amp White mode If you want to lock the configuration click the lock icon to change it from a key to a lock 7 Click the Page Settings tab to select page settings DocuMate 262 Scanner User s Guide Size Standard Letter 8 5 x 11in Custom Width 8 50 Height 11 00 inches Click to toggle between inches Improvements and Settings and millimeters E AutoCrop to Original W Duplex Reduce Moire Patterns E Skip Blank Originals E Straighten Image E Color Filter E Invert Image s 51 Scanning Size Click Standard click the menu arrow and choose a page size from the list or click Custom and enter the horizontal and vertical page dimensions in the boxes The maximum size is 8 5 x 14 The units of measurement can be inches or millimeters Click the name of the units inches or millimeters to toggle between them Improvements and Settings Only the options that apply to the selected Destination Application are available e AutoCrop to Original Select this
7. the two sets of documents are stored in two separate folders Editing or Deleting Scan Configurations NOTE Your scanner comes with a number of configurations pre set at the factory To ensure that your scanner will always have a set of correct scan configurations do not delete the preset configurations We also recommend that you keep those configurations locked so they are not inadvertently deleted That way you will always have the factory settings available If you do edit or delete them and want to get the factory pre sets back again you will need to uninstall then re install your scanner DocuMate 262 Scanner User s Guide DocuMate 262 Scanner User s Guide Scanning To edit or delete a scan configuration Open the One Touch Properties window 2 Select the scan configuration you want to edit or delete Multi Function Options A w a g ko Microsoft Outlook BMP TIFF JPG PDF E Create single image files Select configuration 44 Document S gt 4 Color Photo for eMail 6x4 Quality US Letter E US Legal W Configure Before Scan F Color Magazine Scan for Light Text WW eecc amp Select the scan configuration to edit or Refresh Properties New Copy Edit Delete delete It must be unlocked as indicated by not having a Cance Appi Heb lock displayed here 4 3 To delete the configuration click the Delete button 4 T
8. 47 documentation 3 dpi 98 DocuMate 262 Scanner User s Guide Index Duplex 53 duplex button 2 22 23 24 E eMail 48 eMail Properties 40 error codes 105 Excel Spreadsheet 45 F Fax and Print 48 file format 44 file storage location 75 Format and Page s 34 full feature install 11 G gamma 54 grayed out options 31 GrayScale 51 84 H help 3 83 htm file format 45 HTML Document 45 HTML page 74 HTML Web Page 73 hue 54 Image Documents Properties 38 Image Editors 47 image file 42 image file format 42 improvements and settings 52 installation 4 invert image 52 ISIS 18 J JPG 42 JPG file size 43 115 Index K Kofax VRS 18 L lamp malfunction 106 Lamp timeout setting 79 LED number 22 23 Link Properties 35 Microsoft Internet Explorer 73 Microsoft Outlook 40 Moire Patterns 52 85 monitor 3 N Normal PDF 45 67 nPDF 33 42 45 67 O OCR 43 optical character recognition 65 storage 77 OCR button 66 OmniPage Pro 38 45 65 on off switch 15 One Touch Button Panel 25 26 75 Button View 27 Detail View 27 Hardware View 27 initial settings 29 names 28 46 OCR 66 One Touch icon 26 27 30 One Touch Properties window 25 30 35 options 47 50 P Page Format HTML 73 page format options 41 page settings 51 page size 52 86 paper guide 5 paper jam 101 106 PaperPort 80 help topics 83 Scan pane 82 PaperPort Properties 35 116 PDF 42 48 PDF file s
9. 6 is preset as your OCR button But you can also set up any other button to scan and OCR the text Gi 2 To scan from the One Touch Button Panel click the One Touch icon in the Windows Notification Area click the arrows to see Button 6 then click Button 6 E gt Xerox DocuMate 262 Eg 8 25 Ss ou Izi s eM Fax CR ae Click the arrows until Button 6 is on the panel then click Button 6 Your scanned pages appear in the Destination Application with their text ready for editing and other text processing NOTE OCR scanning is also for soreadsheets so you can work in Microsoft Excel or other spreadsheet application with the figures and text from the original spreadsheets NOTE Please Refer to the One Touch OmniPage Mini Guide on Disc 1 that you received with your scanner for detailed instructions on configuring and scanning with the advanced OCR Options 66 DocuMate 262 Scanner User s Guide Scanning Scanning with sPDF or nPDF and Searching for Text Searchable PDF SPDF and Normal PDF nPDF are special forms of an Adobe PDF file sPDF converts scanned text into the PDF format with text search and OCR capabilities nPDF has those same features plus you can edit the text in an nPDF image if you have a PDF editing program The two PDF formats can also produce images with different image quality so you may want to experiment with them to determine which is better for your scanned documents sPDF and nPDF ar
10. Document Feeder Automatic Document Feeder ADF Up to 33 pages per minute Up to 66 images per minute 200 dpi B amp W 50 sheets 16 28 lbs 0 002 0 006 Cold cathode fluorescent lamp USB 2 0 High Speed 12 5 inches 31 75 cm 13 25 inches 33 66 cm 17 inches 43 18 cm 8 6 pounds 3 91 kg 507104 F 535 C without condensation 40 70 35 C without condensation DC Jack 24Vdc 2 0A 48W 100 240Vac Energy Star and RoHS compliant lt 40 Watts during operation lt 25 Watts on standby lt 6 Watts power save after 15 minutes without scanning can be adjusted by software lt 1 Watt power off AC US 3P 10A 125V 180 cm 3C 18AWG RoHS compliant 185 cm 28AWG with core ROHS compliant UL C UL FCC Class B CE TUV GS WEEE 109 Maintenance Xerox DocuMate 262 Scanner Parts List Please use the following part names and numbers when ordering replacements for your scanner Part Name Part Number Paper Guide 57 0104 000 Output Tray 57 0105 000 ADF Pad 57 0103 000 USB Cable 35 0107 000 AC Power Cord 35 0103 000 Power Supply 37 0076 000 Buttons Label 09 0631 000 110 DocuMate 262 Scanner User s Guide Appendix A Notices It s Illegal in the USA Congress by statute has forbidden the reproduction of the following subjects under certain circumstances Penalties of fine or imprisonment may be imposed on those guilty of making such reproductions 1 DocuMate 262 S
11. Getting Help with the PaperPort Software The PaperPort software includes a complete set of help topics that answer questions about each feature of the software To open the Help Topics window press the F1 key or choose PaperPort Help from the Help menu You can also refer to the PaperPort Getting Started Guide and PaperPort User s Guide on the Disc 1 Installation CD DocuMate 262 Scanner User s Guide 83 Scanning with the TWAIN Interface from PaperPort Scanning with the TWAIN Interface 84 The TWAIN interface lists the scanning options available with your Xerox DocuMate 262 scanner a xerox DocuMate 262 ca Mode Resolution 200 dpi E4 Black amp White dg Grayscale Brightness 50 Color Letter 8 42x 11in Options E AutoCrop to original jeck ey Reguce More patterns AE A ae LLL La LAG LL E Duplex VF Define page size Define E Filter E AutoScan on document insertion Ready for scan Done The options on the TWAIN interface are Mode Select a scanning mode Black amp White to scan in black and white The scanning pixels are all the same size and are either black or white Use this setting for letters memos and other black and white material This scan mode produces the smallest file size GreyScale to scan items such as documents containing drawings or black and white photographs The scanning produces an image of up to 256 shades of gray You can also scan
12. Kofax and QuickScan The One Touch 4 0 Monitor will not run and you cannot use the One Touch features You will not be able to use the Xerox DocuMate 262 TWAIN driver You also will not be able to scan with the buttons on the scanner NOTE If you decide to change the scanner s installed drivers later on you must first uninstall the drivers the scanner is currently using See the section To Install Another Driver on page 108 DocuMate 262 Scanner User s Guide 11 Installation 4 Click Next During installation you will see this window asking you to select one of the images for your Color Space seiting Select Color Space and Confirm Installation Please select the image that you like best after that click Next to continue with the install like this one best like this one best i I like this one best The Color Space setting sets the gamma value for the scanner so scanned items look good on your monitor Gamma controls the brightness of the midtones of colors That setting can be changed later as you re scanning 5 Select the option that looks best to you and click Next The driver installation will now begin 6 STOP when you see the Complete the installation by connecting your hardware window Do NOT click OK yet Leave the window open and proceed to the next section Step 3 Connect the Power Supply on page 13 Connect the AC Adaptor to the scanner 1 and an outlet 2 Conne
13. Letter Quality A4 Document y Microsoft Paint E US Legal Refresh T g 4 Choose a Scan Configuration Click OK The One Touch Properties window closes Now scan with that button and the scanned document will be in the sPDF or nPDF format that was selected for the button NOTE The Transfer to Storage selection for a Destination Application also has the sPDF and nPDF options That means you can scan and store items directly to a server in these formats 9 To search for the text open Adobe Acrobat Reader or Adobe Acrobat 10 From the Adobe Acrobat File menu choose Open and open the file you just scanned 11 From the Adobe Acrobat Edit menu choose Find The Find dialog box opens 12 Enter the text you want to find and click the Find button see the Adobe Acrobat user manual for more about finding text in a PDF file or about editing PDF text 68 DocuMate 262 Scanner User s Guide Scanning Scan and Burn to a CD If you have a CD burner attached to your computer you can scan directly from your Xerox DocuMate 262 scanner onto a CD This feature is available only on computers running Windows XP or Windows Vista To scan and burn to a CD DocuMate 262 Scanner User s Guide Put a blank CD into your computer s CD Drive Open the One Touch Properties window Using the arrows choose a button to use for scanning and burning to a CD Select Burn to CD as the Destination Application Th
14. User s Guide Scanning Duplex Scan both sides of the page If this option is not selected the scanner will scan the front side of the page only NOTE The Simplex and Duplex buttons on the scanner take precedence over the One Touch settings In other words if the LED number on the scanner is configured to scan as Duplex but you press the Simplex button the scanner scans in Simplex and vice versa DocuMate 262 Scanner User s Guide Skip Blank Originals Skips pages that are completely blank Typically you use this option when you will scan a stack of two sided pages which have a number of blank sides This option is only available for Duplex scanning in Black amp White Mode Color Filter Color filter is the ability of your scanner to automatically remove a color from a scanned item 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 amp White or Grayscale Mode The original with a red watermark over black text Harp nt of Let parkeli Loe a Te bee tier mare ARS hep piigid pi botgen maggi doe rach fobs OER M conor EH tel nea ee Er ene reel Por Beers i ow t T arpent J 1 Cee ate het ol aes cel eri bh Ged ea rela corer ih it ac baike ft dyna aai bed ithe a ahi iah pyeje ra Ou i prepa ey oc ries UA gail j baer fred mente Games umar tpg The scanned
15. days and click OK At the Installshield Wizard Completed window click Finish lf a message window opens instructing you to restart your computer click Restart Installation 10 The Welcome to the One Touch 4 0 Setup Wizard opens Note Some of the options listed in this window may not be available when you purchase your scanner Please visit our web site at www xeroxscanners com for the latest updates 3 Welcome to the OneTouch 4 0 Setup Wizard The installer will guide you through the steps required to install OneTouch 4 0 for the DocuMate 262 on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the masimum extent possible under the law Cancel Back Click Next On the Xerox License Agreement window read the license agreement If you accept the terms select Agree then click If you choose not to accept the license agreement the installation will terminate and the scanner driver will not be installed The next window lists the choices of the drivers that you can install for your scanner Scanner Software Options s Recommend Full Install which includes OneTouch software to enhance scanner button functions TWAIN andor 1515 software may be required in some applications Fu
16. helps you select and test your scanner or digital camera for use with your ati Curent Selection When you select a device the wizard obtains the settings for best use from the wizard s database which is installed with the wizard The database contains driver information for current and popular scanner and camera models Would you like to download the latest scanner database from Nuance Yes i No 3 Click Yes then click Next The next window offers you the option to run hardware diagnostics 24 ScanSoft Scanner Setup Wizard Your scanner or digital camera is now set to TWAIN The scanner or camera is already in the Scanner Setup database There is no need to retest the Would you still like to test your device with PaperPor Scan Manager it Yes recommended No f Restore original settings cca TT cores 4 Click Yes recommended then click Next DocuMate 262 Scanner User s Guide 91 Scanning with the TWAIN Interface from PaperPort The next window is for checking the connection between your scanner and the computer 24 ScanSoft Scanner Setup Wizard The wizard will now test the connection from the computer to your scanner Make sure the scanner is powered and the cable is connected Also close any other applications that might be using your scanner 5 Click Next After the Setup Wizard checks the connections the next window is displayed It has a series of setup options but only
17. images Picture type Click the menu arrow and choose the most appropriate type for the item you re scanning Click OK The Custom Settings button is now set to scan with the options you selected lf you want to reset the settings and start over click Reset DocuMate 262 Scanner User s Guide Scanning with the ISIS Interface Scanning with the ISIS Interface You can use the ISIS interface from QuickScan or any other application that will access the ISIS driver Note that the ISIS interface for each application varies depending on the application Please refer to that software application s User Guide for instructions on scanning with the ISIS interface The QuickScan User s Guide is available on the Disc 1 CD that you received with the scanner Accessing the ISIS interface in QuickScan Open the QuickScan software to access the ISIS driver scanning options Please note that you may see the following warning message A driver installed on this system CO AWIN DOW S APIST RAN SE Scan PSM has not been certified by Figel Translations It may work or it may cause probleme including Application Errors Click Continue to attempt to use this driver Do not show this dialog for this driver again 1 Please disregard this message and click Continue The Pixel Translations ISIS drivers were installed correctly during the installation of your Xerox DocuMate 262 scanner The Scanner Selection dialog box will then ope
18. item with the red filtered out Mamimi ABC bec disvitutes md ai Es prdaci voidwice iwagi CEM ROC Me onddiiyules gt As of June 1393 ABC wat empia overs wed iralneg ae ee Ce To beth sere de ceaton AS hap spegne d an Miri moroper oeth be DERUDE custo rena These at hound ges ore re kpieli for ee ee hy dadra Be abin Ng rii iri be iik mi tufa durre ef dilorma r and vasuri the k acf gach sudtemele Pud n pripr maniomd Chu gaali p mhes ord Tanba omen poke w dre corticty gr 53 Scanning 54 8 10 Click the Advanced Settings tab The options of the Advanced Settings tab are for the Color or Grayscale scanning mode Saturation is the strength or purity of a color hue is the color your eyes see as reflected from the image and gamma controls the brightness of the midtones of the color Scan Settings Page Settings Advanced Settings Grayscale Color Settings Color Saturation lL Color Hue Defaults Drag the sliders to the left and right to change the color settings As you do the image changes to show the effects of the new settings Click OK to save the new configuration It will now appear in the list of Scan Configurations on the One Touch Properties window for the appropriate Destination Applications DocuMate 262 Scanner User s Guide Scanning The Device Settings Tab A Device Settings tab appears on the Scan Configurations dialog box when your selected Destination Application send
19. option to let the scanner automatically determine the size of the item being scanned For example if you scan a 5 by 7 photo the scanner will determine the size of the photo When using the AutoCrop to Original option always use the paper guides on the scanner so the page is not skewed Skewed pages may not crop properly For single sided scans the scan area is the size of the image For double sided scans the scan area is the size of the larger of the two areas on the front and back of the page e Reduce Moire Patterns Moire patterns are wavy rippled lines that sometimes appear on the scanned images of photographs or illustrations particularly newspaper and magazine illustrations Selecting Reduce Moire Patterns will limit or eliminate moire patterns in the scanned image This option is only available for the GrayScale or Color Mode at 300dpi or less e Straighten Image Select this option to let the scanner automatically determine if a page is skewed then straighten its image The scanner detects page edges and can sense when the page is fed through at an angle However if the page is fed through at too great an angle the image may not straighten correctly In that case re scan the page using the paper guides to feed the paper in straight e Invert Image Only available for Black amp White Mode this option reverses the black and whites of an image Original Image Inverted Image 52 DocuMate 262 Scanner
20. panel iv E I Click these arrows to cycle through the 9 buttons so eMail Fax A 5 To close the One Touch Button Panel click the close button on the panel About the One Touch Button Panel s Names and Icons s eMail Archive 28 The button names such as PDF eMail or Fax indicate the original factory settings for a button For example the eMail button is set up to scan documents then immediately attach them to a new eMail message in your eMail program But you can change the name the Destination Application and any of the other aspects of the button A question mark for a button means your computer does not have appropriate software for the initial factory settings In that case you would probably want to change the name and Destination Application to something else For example if you scan a lot of documents that have faint images such as hand drawn sketches in light pencil you might want to change the button s name to Sketches and the Destination Application to Microsoft Paint or some other drawing program A folder icon for a button such as shown for button 7 means that the scanner sends the scanned image to the default folder at C Documents and Settings lt your user name gt My Documents My OneTouch Archive PDF Documents without first opening it in a Destination Application To see the scanned image open the file using the appropriate application for the file s format The
21. sided or double sided stacks of documents and place their images on your computer What s in the Box Before proceeding check the contents of the box If items are missing or damaged contact the dealer where you purchased the scanner DocuMate 262 Scanner Paper Guide Output Tray Power Supply Replacement USB Cable Power Cord ADF Pad i i i 9 ii l j i m i i 7 vn i l TEREG i 7 vr T a ae a aa eas a aa Installation DVD Buttons Quick Install Guide Technical Label Support Card DocuMate 262 Scanner User s Guide 1 Welcome The Xerox DocuMate 262 Scanner ADF cover release Paper guide LED Number Destination Selector button Simplex button Duplex button Status light Output tray Power switch USB port Power jack Paper guide Holds documents in place Adjusts to fit the document width LED Number Shows the current scan setting for the Simplex and Duplex scanning buttons A scan setting includes resolution file type brightness color or black and white destination and so on Destination Selector button Selects the scan setting for the Simplex and Duplex buttons Press to cycle through the nine settings Simplex button Press to scan a one sided document Duplex button Press to scan a two sided document Status light Shows the scanner s status A steady green light indicates the scanner is available to sca
22. storing scanned documents in a folder or sending them to a CD burner to create a CD containing the scanned documents See Transferring Scanned Documents to Storage on page 75 and Scan and Burn to a CD on page 69 for details e Fax and Print is for sending your scanned documents directly to your printer or fax software for faxing e 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 See Scanning with Event Forwarding on page 71 for details After selecting a new category for the Destination Applications click the Multi Function tab to see which ones are added to the list Show Progress Window Select this option to display the progress window of the document s during scanning Use enhanced folder browser Select this option if you want to save your scans to a network location that is not a mapped drive on your computer Create copies of scanned documents Sometimes the image of a scanned document is only saved as a temporary file until its Destination Application is finished using it In those cases you may or may not want an additional permanent copy saved on your hard drive For example if you scan a picture to an email application the scanned image is saved as a temporary file then attached to the email and the email is sent Later the temporary file of the sca
23. the Automatic Document Feeder 0 ccc eens 100 Clearing PaberdamsS 2cc2s2weoss oe oe bed webedd tbe bes Bion sbes HaSe ERSE oboe bees 101 Replacing the ADF Pad Assembly 0 0 0 ee nee eee eens 102 EROUDIESNOOUNG c2ceti cee andhed ese seas eee enreee de e E eb oeeeeeecuene S 103 Status Light Troubleshooting Codes 0 ccc eee eens 105 Uninstalling Your Scanner 0 0 0 0 eee eee eee eens 107 Uninstalling the Scanner and One Touch Software 0 0 cece ee ees 107 Uninstalling the PaperPort and OmniPage Software 0 ce ees 107 To Install Another Driver 0 0 0 0 ee ee eee ee eens 108 Xerox DocuMate 262 Scanner Specifications 0 0 eee eee 109 Xerox DocuMate 262 Scanner Parts List 0 00 00 eee eens 110 Notices EEEE EEEE EEEE EEEE 111 ts legal h the USA n rerrrs riras epa nerd EAER eee EE ee te EEEE 111 relega in Ganada sioa e i e bed dares weed ake ed ou R a ee es 112 Federal Communications Commission FCC for USA 0 0 0 ee 113 Energy colar lor ihe UOA 200 3 425 eo0 chads othe cee oh shew See REE Gan mad Sdn ose gees 114 RoHS and WEEE Compliance sars masai kiida a ii eee eee a eed ow eo ee ee ee ee 114 Product recycling and disposal for USA 0 ee eee nes 114 IndeX oo c cece cc cece cent tebe ee cteeteteettereretrureretrerenes 115 iv DocuMate 262 Scanner User s Guide Welcome Your new Xerox DocuMate 262 scanner can quickly scan single
24. the Basic scan test is necessary because your scanner was already tested and calibrated when you installed the One Touch 4 0 software 24 ScanSoft Scanner Setup Wizard Please select the steps you want to run Iv Basic scan test Recommended Report paper sizes available Check ADF capabilities 7 Black amp white scan test 6 Click Next 92 DocuMate 262 Scanner User s Guide Scanning with the TWAIN Interface from PaperPort The TWAIN Interface opens Xerox DocuMate 262 Mode Resolution Black amp White Grayscale Brightness Color Letter amp Vx 11in Options AutoCrop to length E AutoCrop to original Deskew Reduce Moir patterns E Duplex Define page size E Filter E AutoScan on document insertion Red Green Blue Ready for scan NOTE If you are setting up the scanner for WIA the WIA interface opens instead 7 Insert a single page into the scanner face down and the Scan button on the TWAIN Interface will become active 8 Click the Scan button on the TWAIN interface The Setup Wizard runs the scan test A message window opens that says Basic scan test passed 9 Click Next on the message window DocuMate 262 Scanner User s Guide 93 Scanning with the TWAIN Interface from PaperPort The final Setup window opens to let you know the setup process Is finished 24 ScanSoft Scanner Setup Wizard The Scanner Setup Wizard has successfully configur
25. the One Touch 4 0 settings click the Refresh button If you make changes in the One Touch Properties window then click the Apply button the information in the One Touch panel will update to show the new settings This number corresponds to the LED on the scanner gt xerox DocuMate 262 x Quality US Letter Duplex RTF 155 Mode Black amp White 300 dpi Duplex The icon indicates the Destination Application M Page 8 50 x 11 00 for this setting OCR Settings Brightness 50 eo MSE eee Your document will be scanned with these options for setting Number 6 2 When you are ready to scan press either the Simplex or Duplex button or click OK to close the window then click the button on the One Touch Button Panel DocuMate 262 Scanner User s Guide 25 Scanning Scan from the One Touch Button Panel You can scan from the One Touch Button Panel on the screen 1 Adjust the paper guide for the width of paper and load the documents with their tops into the Automatic Document Feeder For Simplex one sided scans load the documents face down For Duplex two sided scans the documents can be face up or down because both sides are scanned The One Touch Icon 2 Nowclick on the One Touch icon in the Windows Notification Area at the bottom right corner of the screen The One Touch Button Panel opens and shows the first five on screen scanning buttons Click the arrows to cycle through all
26. 262 Scanner User s Guide Installation Step 2 Install the Software To install the software 1 Start Microsoft Windows and make sure no other applications are running 2 Insert the installation DVD into your computer s DVD ROM drive The DVD automatically starts NOTE If the DVD does not start check the following e Make sure the DVD drive s door is completely shut e Make sure the DVD was inserted in the drive in the proper direction label side up To launch the DVD manually e Open the Windows option for My Computer You can do this by double clicking on the My Computer icon on your desktop e Double click the icon for your DVD ROM drive e The Installation menu for the DVD should now open If the menu does not open e From the list of files on the DVD double click the file named START32 EXE DocuMate 262 Scanner User s Guide 7 Installation 3 On the Installation menu select Install Products XEROX DocuMat 262 Please click on a link below VIEW_README INSTALL PRODUCTS e USER GUIDES e BROWSE CD CONTENTS e VIEW_OUR WEBSITE 4 Make sure the boxes for Nuance PaperPort and Scanner Driver are checked XEROX z DocuMat 262 f a GA Please choose applications to install NUANCE PAPERPORT SCANNER DRIYER KOFAX YRS QUICKSCAN X1 ENTERPRISE CLIENT OMNIPAGE PRO INSTALL NOW o InN MENU NOTE The software provided with your scanner may differ sli
27. 9 settings E Xerox DocuMate 262 m Hye nE Scan PDF Print Click the button you Click these arrows want to use to scan to navigate through the 9 buttons 3 On the screen not on the scanner click the button you want to use to scan NOTE The One Touch Properties window must be closed before you can scan from the Button Panel Oo z gt Xerox DocuMate 262 H Al ioe Scan PDF Print eMail For example if you want to scan Or if you want to scan with button 4 with button 2 which converts the which attaches the scanned document to document to PDF click here a blank eMail message click here NOTE Your scanner comes with 9 factory preset One Touch button settings You can reconfigure and rename all the buttons The scanner begins scanning When the process finishes the scanned images appear in the Destination Application just as if you scanned with the Simplex or Duplex scanner buttons 26 DocuMate 262 Scanner User s Guide Scanning Using the One Touch Button Panel The One Touch Button Panel is also your on screen set of controls for the scanner The One Touch Button Panel shows information about the scanner and its settings 1 To open the One Touch Button Panel click the One Touch icon It is located in the Windows Notification Area at the bottom right corner of the screen The One Touch Button Panel opens at its Button View which shows the on screen scanning buttons oO X
28. Destination list select the application where you want documents sent when scanning is finished See Selecting Options for a Button on page 47 to display a full list of the Destination Applications that you can use with the scanner NOTE If you select a word processing program such as Microsoft WordPad or Microsoft Word and a page format that can be used for OCR such as TEXT RIF DOC sPDF or nPDF the text in scanned images is automatically converted to word processing text See Scanning with Optical Character Recognition OCR on page 65 for details 3 From the Select Configuration list select a scan DocuMate 262 Scanner User s Guide configuration To scan in color select one of the configurations indicated by the small color icon such as the Color Document configuration 33 Scanning The scan configuration list is preset for the application you select in the Select Destination list If you select a different application the configurations are for that application However you can create your own scan configurations as well See Creating a New Scan Configuration on page 49 4 Select a Format and Page s option The available options apply to the Destination Application you select For example if you select Microsoft Word as the Destination Application the available formats are for text such as doc txt and rtf However if you select Microsoft Paint as the Destination Application then
29. Electronic Equipment 2002 95 EC and with the Waste Electrical and Electronic Equipment WEEE Directive 2002 96 EC Product recycling and disposal for USA 114 Xerox operates a worldwide equipment takeback and reuse recycle program Contact your Xerox sales representative 1 800 ASK XEROX to determine whether this Xerox product is part of the program lf your product is not part of the Xerox program and you are managing its disposal please note that the product may contain lead and other materials whose disposal may be regulated due to environmental considerations For recycling and disposal information contact your local authorities DocuMate 262 Scanner User s Guide A ADF cleaning 100 ADF pad assembly replace 102 Advanced Properties 98 advanced seitings 54 Archive button 75 aspect ratio 55 Autocrop to Original 52 85 AutoRotate image 55 B bit depth 109 Black amp White 51 84 BMP 42 Brightness 51 85 98 Burn to CD 39 69 Destination Application 69 button options 47 button settings 33 C CD ROM drive 3 Color 51 84 color configuration 84 Color Document 33 color filter 53 85 Comma Delimited 45 components 2 computer specifications 3 Configure Before Scan 62 Contrast 51 85 98 create single page items check box 83 csv file format 45 D Destination Application 23 30 OCR 33 text file format 43 Destination Selector 24 Device Settings 50 55 Document Format 30 Document Management
30. If you do not have a CD burner attached to your computer the CD options are not shown on the dialog box The Burn to CD option is only available for Windows XP 1 Click the Storage Layout options you want 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 type and the scanned documents are saved in those folders New folders are created for each month and week so you can keep track of when you scanned the documents 2 Click the Browse button to specify the location to store the scanned documents or type a location directly into the box 3 If you have a CD burner attached to your computer the option Show message when ready to burn 5 CD 700MB should also be selected so you will see a message when it s time to click the Burn to CD button 4 Click OK on the Link Properties window DocuMate 262 Scanner User s Guide 39 Scanning 40 eMail Properties These properties apply to email applications so you can specify the folder for documents that you will attach to an email message Microsoft Outlook will accept direct attachment of documents to a blank email message as soon as scanning Is finished but other email applications may not If you re using one of those applications such as America Online AOL you need to know whi
31. Internet options Please see your Windows documentation for more information about Internet options If you are using AOL please see the AOL user manual for making changes to the Internet options applicable to AOL DocuMate 262 Scanner User s Guide Scanning 4 Select the options for color document handling Convert Bitmaps using Screen Resolution Use this option to ensure that an image will fit on the computer s screen When a computer screen is set to a lower resolution bitmap images with a higher resolution may be too big to fit on the screen Converting the bitmap image to match the screen resolution ensures that the image fits on the screen Convert Bitmaps to JPEG JPEG files can be compressed to produce smaller files sizes and therefore shorter transmission times Use this option to provide that compression capability to image files 5 Click OK 6 Click OK or Apply on the One Touch Properties window Selecting Page Format Options The Page Format options that you select determines the file format of the scanned document Appropriate page format options and file types are available for the type of Destination Application selected for the button The available options are for images and text 4 FOF EMF JPG sPDF Image Formats Text Formats sPDF is only one of several text formats available The Text Formats are for text file types The names of the formats indicate their file types See Text Forma
32. PG Create single image files A A PDF E Select configuration lt US Letter EH 44 Document g Color Document US Letter US Legal EH 44 Document i Quality Business Card ES The One Touch Properties window also opens when you press hold down and release the Simplex or Duplex button on the scanner About the One Touch Properties Window The One Touch Properties window is where you can select new settings for the buttons The One Touch Properties window also contains special scanning features such as scanning and burn to a CD scanning and converting text directly into an HTML web page and scanning with optical character recognition OCR that turns a scanned image into text that you can edit DocuMate 262 Scanner User s Guide The button number and name The Destination Application This is the application that opens when you are finished scanning Scanning NOTE Some of the options on the One Touch Properties Window and other One Touch windows and dialog boxes are grayed out and are not available Grayed out options are not appropriate for your Xerox DocuMate 262 scanner For example on the figure below the option Use Document Feeder is selected and grayed out because the Xerox DocuMate 262 is an ADF scanner and always uses the document feeder so there s no reason for you to select it If you use the One Touch application with other Xerox scanners grayed out
33. R capabilities It is only available if you have One Touch OmniPage or the OmniPage Pro software installed on your computer See Scanning with SPDF or nPDF and Searching for Text on page 67 for details Normal PDF The nPDF file format used by Adobe Acrobat and OmniPage Pro This format converts scanned text into PDF with text search and OCR capabilities you can edit the text in an nPDF image if a PDF editing program is installed It is only available if the One Touch OmniPage or the OmniPage Pro software installed on your computer See Scanning with SPDF or nPDF and Searching for Text on page 67 for details To change the OCR settings choose OCR Options The OCR Options provide a series of selections for the OCR feature when you scan text This menu option is only available if you have the One Touch OmniPage Module or OmniPage Pro installed on your computer See the One Touch OmniPage Mini Guide on Disc 1 for details Note that the OCR Options settings apply to all buttons If you change them for one button those changes apply to the other buttons as well 5 Click OK on the One Touch Properties window 45 46 Scanning Renaming a One Touch Button The One Touch buttons have names that identify their pre set functions such as OCR and PDF but you can edit the names To change the button names 1 Open the One Touch Properties window Using the arrows choose the button that you want to rename Select
34. Scanner User s Guide 113 be used with this equipment Operation with non approved equipment or unshielded cables is likely to result in interference to radio and TV reception The user is cautioned that changes and modifications made to the equipment without the approval of manufacturer could void the user s authority to operate this equipment This device complies with part 15 of the FCC Rules Operation is subject to the following two conditions 1 This device may not cause harmful interference and 2 this device must accept any interference received including interference that may cause undesired operation Energy Star for the USA lite As an ENERGY STAR partner Xerox Corporation has determined that this product meets the ENERGY STAR guidelines for energy efficiency ENERGY STAR is a US registered trademark The ENERGY STAR program is a team effort between the Environmental Protection Agency and the office equipment industry to promote energy efficient personal computers monitors printers digital presses fax machines and copiers Reducing the energy consumption of this equipment will help combat smog acid rain and long term changes to the climate by decreasing the emissions that result from generating electricity RoHS and WEEE Compliance This product is compliant with ROHS Regulations of the European Parliament and Council Directive on the Restrictions of the Use of Certain Hazardous Substances in Electrical and
35. VD also includes a free copy of Acrobat Reader in case your computer does not have it already installed The Scanner Readme file is in HTML format and will open in any standard browser If you need to click Acrobat Reader to install it now Follow the instructions on the installation windows If your computer already has Adobe Acrobat Reader installed please do not select it unless the version provided on the installation DVD is a newer version than the one currently installed on your computer DocuMate 262 Scanner User s Guide 19 Installation 20 To view and save the User Guides 1 TClick the name of a User Guide you want to view and it will open in Acrobat Reader Use the Acrobat Reader Save command to save that User Guide on your computer 2 Return to the User Guides window and repeat the process to open view and save all the other User Guides you want The Scanner Readme file has late breaking news about your scanner e The SharePoint Mini Guide has information about a new feature in the One Touch 4 0 software to link to Microsoft s SharePoint application This brief Mini Guide explains how to setup the SharePoint link and use the SharePoint features when choosing new scan settings for your scanner e The One Touch VRS Mini Guide has information about a new feature in the One Touch 4 0 software This brief Mini Guide explains what the feature is and how to use the VRS settings when creating or modifying a scan
36. WIA application you re using 4 Untitled Paint File Edit View Image Colors Help or SEEREE0 SERRE LT Li For Help click Help Topics on the Help Menu Fine Tuning Your Scans You can select new settings before you scan an item to fine tune exactly how you want to scan it To select the scanner settings before you scan What do you want to scan Paper source Document Feeder v Select an option below for the type of picture you want to scan o croan You can also Adjust the quality of the scanned picture 1 On the scan window click Adjust the quality of the scanned picture DocuMate 262 Scanner User s Guide 97 Scanning with the WIA Interface 98 The Advanced Properties dialog box opens Advanced Properties Appearance Brightness Resolution DPI Picture type 200 Color picture Reset 2 Select the options for scanning Brightness and Contrast Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image The Contrast setting does not apply to the setting Black and White picture or text Resolution DPI Click the menu arrow and choose the dots per inch dpi of the resolution The maximum resolution is 600 dpi the minimum is 50 dpi The higher the dpi setting the sharper and clearer the scanned image However higher dpi settings take longer to scan and produce larger files for the scanned
37. XEROX DocuMate 262 DocuMate 262 scanner users guide A Af s XEROX DocuMate 262 DocuMate 262 scanner users guide Copyright 2007 Visioneer Inc Reproduction adaptation or translation without prior written permission is prohibited except as allowed under the copyright laws XEROX is a trademark of Xerox Corporation in the United States and or other countries and is used under license DocuMate is a registered trademark of Xerox Corporation used under license All other Xerox product names and product numbers mentioned in this publication are trademarks of Xerox Corporation The Visioneer brand name and logo are registered trademarks of Visioneer Inc The PaperPort and OmniPage Pro brand names and logos are registered trademarks of Nuance Communications Inc Kofax and Virtual ReScan are registered trademarks and VRS is a trademark of Kofax Image Products Inc QuickScan is a trademark and ISIS is a registered trademark of Captiva Software Corporation Adobe Adobe Reader Acrobat Reader Adobe Acrobat and the Adobe PDF logo are registered trademarks of Adobe Systems Incorporated in the United States and or other countries The Adobe PDF logo will appear in this product s software and full access to Adobe software features is only available if any Adobe product is installed on your computer X1 Enterprise Client is a registered tradema
38. Your RegID is important as you will need it when accessing free telephone support or checking for online updates 4 After receiving your RegID write it down on a piece of paper and keep it with your scanner so you will be able to find it easily DocuMate 262 Scanner User s Guide 21 Scanning 22 Scanning If you selected the recommended Full Install option see page 11 then you have several different options to scan with your Xerox DocuMate 262 scanner Each method scans equally well so use the one with appropriate options for the item you are scanning NOTE During installation the One Touch 4 0 software searches your computer and links to all the applications known as the Destination Applications where it can send and open scanned documents To make sure that all the Destination Applications are linked to One Touch 4 0 Xerox recommends that you refresh One Touch 4 0 before using your scanner for the first time Please see Check the Scan Settings Before Scanning on page 25 for the steps to Refresh One Touch 4 0 e Scanner Buttons When you press either the Simplex or Duplex button documents are scanned using the scan settings indicated by the LED number The scanned images are then sent to a software application on your computer See Load and Scan Documents on page 23 e One Touch uUse this scan option when you want to scan from the computer screen Open the One Touch scan panel and window adjust the
39. a color document to turn its colors into gray shades The file size is about one third that of a color scan Color to scan magazine articles photographs and other color images in full color Color scans have the largest file size Resolution Drag the slider to the right or left to adjust the dots per inch dpi of the resolution The maximum resolution is 600 dpi the minimum is 50 dpi This option determines the amount of detail you can see in the scanned image The higher the dpi setting the sharper and clearer the scanned image However higher dpi settings take longer to scan and produce larger files for the scanned images Usually the higher resolution settings are used for precision work such as photographs or fine artwork DocuMate 262 Scanner User s Guide Scanning with the TWAIN Interface from PaperPort e Brightness and Contrast 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 refers to 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 Contrast is used in conjunction with brightness e AutoCrop to Original Select this option t
40. an a single side insert the documents face down To scan both sides either side can be face up DocuMate 262 Scanner User s Guide 2 DocuMate 262 Scanner User s Guide Scanning with the TWAIN Interface from PaperPort If the AutoScan feature is turned on scanning begins If the AutoScan feature is not turned on click the Scan button The scanner starts scanning and a progress box shows the image If you re using PaperPort to scan and its Create single page items check box is selected all pages in the Automatic Document Feeder are scanned the TWAIN interface closes and each page is placed on the PaperPort Desktop as an individual file lf PaperPort s Create single page items check box is not selected the scanned pages are not placed on the PaperPort desktop until you indicate the scanning job is finished by clicking Done on the TWAIN interface then clicking Done on the PaperPort Scan window PaperPort Scan pages scanned If ltem has more pages continue scanning For 2 sided pages scan tide 1 of all pages Then flip the document over and scan the other side of the pages Subject comments Author Keywords PO Document name Document Scan More Pages 87 Scanning with the TWAIN Interface from PaperPort 3 If you are scanning multiple pages click the Done button on the TWAIN interface and if you are using PaperPort click Done on the PaperPort Scan window If you are scanni
41. and therefore shorter transmission times Use this option to provide that compression capability to image files 2 To add another application to the list click the Add Application button See the steps on page 37 to add an application to the list Click OK Click Refresh on the One Touch Properties window Click OK or Apply on the One Touch Properties window 38 DocuMate 262 Scanner User s Guide Scanning Storage Properties These properties apply to the Destination Application named Transfer to Storage If a CD burner is attached to your computer you also use this dialog box to start the Burn to CD process See the section Scan and Burn to a CD on page 69 You can also set up multiple configurations to store scanned items in separate locations See The Storage Options Tab Archive on page 56 and Scanning to Multiple Folders on page 57 Storage E oe Documents dropped on this link will be transferred to storage devices i e file system or CD Burner EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type CD burner options Show message when ready to burn 5 CD 700 MB Storage location C Users Public Documents Documents transferred to the Burn to CD link are waiting to be written to CD Burn to CD ok Cancel Apply NOTE
42. and the available options are for that type of application PaperPort Properties These properties apply to PaperPort and are for designating the folder to receive your scanned items DocuMate 262 Scanner User s Guide PaperPort D Select the destination folder for Scanned Documents o L Documents Mail Attachments 0 My OneTouch Archive a My PaperPort Documents My Scanned Documents Please select your preferences for ScanSoft s PaperPort from the options below Documents OneTouch Docs ok J cs 35 Scanning 36 1 Select the PaperPort folder where you want the file of the scanned image to be located Click OK Click OK or Apply on the One Touch Properties window When PaperPort opens after you finish scanning the thumbnails of your scanned documents are on the Desktop in that folder Text Documents Properties These properties apply to Microsoft Word Microsoft Excel and the other applications indicated by their icons in the list The properties apply to the OCR settings for the applications 1 Text Documents i The Applications in this group can accept text based W documents only B Microsoft Excel Microsoft Explorer fw Microsoft WORD ai Microsoft WordPad E Notepad 2 General OCR settings Always send a file even when no text was found Show message if text recognition failed Click in the OCR settings boxes for the options you want The options will
43. apply to all the applications in the group Always send a file even when no text was found The scanned file is sent to the OCR reader even if the image does not appear to contain text This could occur if you scanned a photograph with a One Touch buiton set for text applications Show message if text recognition failed A message will open on the screen if the OCR reader does not detect text in the image DocuMate 262 Scanner User s Guide Scanning 2 To add another application to the list click the Add Application button The Add Text Based Link dialog box opens Here you can define a custom application that can accept a text document Step 1 Select the path to the application Browse Step 2 Name the application Step 3 Select an icon for this application Step 4 Select the text formats supported by this application E HTML Formatted file HTML E Rich Text Format RTF E Standard ASCII text file TXT Adnhe POE format f BOFY i P 3 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 4 Select the icon in Step 3 of the dialog box That is the icon that will appear in the One Touch Destination List 5 In step 4 of the dialog box select the file formats that the application will accept Refer to the docu
44. ation Application on your computer 1 Adjust the paper guide for the width of paper and make sure the input and output trays are fully extended NOTE Always remove any staples or paper clips from documents before inserting them into the scanner s Automatic Document Feeder Staples and paper clips can jam the feed mechanism and scratch the internal components Also remove any labels stickers or Post It notes that may come off during the scanning process and get stuck in the scanner Misuse as described here will void your scanner s warranty WS 2 Load the documents with their tops into the Automatic Document Feeder For Simplex one sided scans load the documents face down For Duplex two sided scans the documents can be face up or down because both sides are scanned DocuMate 262 Scanner User s Guide 23 Scanning 3 Check the LED number to make sure you re using the scan setting you want To choose a new scan setting press the Destination Selector button The current scan setting See Check the Scan Settings Before Scanning on page 25 to check the settings Press the Destination Selector to cycle through the scan settings to select the one you want 4 Toscan a one sided document press the Simplex button To scan a two sided document press the Duplex button A scan progress window opens and the image is sent to the selected application from the One Touch utility In this exam
45. canner User s Guide Obligations or Securities of the United States Government such as Certificates of Indebtedness National Bank Currency Coupons from Bonds Federal Reserve Bank Notes Silver Certificates Gold Certificates United States Bonds Treasury Notes Federal Reserve Notes Fractional Notes Certificates of Deposit Paper Money Bonds and Obligations of certain agencies of the government such as FHA etc Bonds U S Savings Bonds may be photographed only for publicity purposes in connection with the campaign for the sale of such bonds Internal Revenue Stamps If it is necessary to reproduce a legal document on which there is a canceled revenue stamp this may be done provided the reproduction of the document is performed for lawful purposes Postage Stamps canceled or uncanceled For philatelic purposes Postage Stamps may be photographed provided the reproduction is in black and white and is less than 75 or more than 150 of the linear dimensions of the original Postal Money Orders Bills Checks or Drafts of money drawn by or upon authorized officers of the United States Stamps and other representatives of value of whatever denomination which have been or may be issued under any Act of Congress Adjusted Compensation Certificates for Veterans of the World Wars Obligations or Securities of any Foreign Government Bank or Corporation 111 ee ot ee 10 Copyrighted material unless per
46. cc ee ees Renaming a One Touch Button 0 0 cc ee Selecting Options fora Button 0 0 ee ee Creating a New Scan Configuration 0 0 0 0 ccc eee Editing or Deleting Scan Configurations 0 0c cece ee eee Configure Before Scan 1 eee eens Scanning with Optical Character Recognition OCR Scanning with sPDF or nPDF and Searching for Text Scan and Burn toa GD occ aivscdsd darian sguadd eee ediwseawnnds Scanning with Event Forwarding 2 00 e eee eee eee eee Creating an HTML Web Page from Your Scanned Documents Transferring Scanned Documents to Storage 000 eee eee Checking the Hardware and Setting the Lamp Power Saving Scanning with the TWAIN Interface from PaperPort DocuMate 262 Scanner User s Guide Table of Contents iii Table of Contents Accessing the TWAIN Interface from PaperPort 0 0 0 0 ccc ees 81 Getting Help with the PaperPort Software 0 0 eee eens 83 Scanning with the TWAIN Interface 0 0 ee teens 84 Display the Device Configuration 0 0 0 0 ee eee eens 89 Setting Up PaperPort to Work with Your Scanner 0 0 cece eee eee 90 Scanning with the WIA Interface Fine Tuning Your Scans 0 0 0 ee eee eee eee eens 97 Scanning with the ISIS Interface Accessing the ISIS interface in QuickScan 0 0c cc ee ee eee 99 Maintenance Cleaning
47. ce however your scanner will also connect to a USB 1 1 port 2b E ni j a 4 Wg rr The USB symbol as seen in the above diagram identifies the location of the USB port on your computer If the plug does not attach easily make sure that you are plugging it in correctly Do not force the plug into the connection You can also connect the scanner to a USB port on the computer s keyboard if it has one or to a USB hub If you use a USB hub it must have its own power supply already plugged into an electrical outlet 14 DocuMate 262 Scanner User s Guide Installation 3 Turn on the power switch located on the back of the scanner to the left of the power port Tn MHH amca SS The status light comes on and flashes indicating that the scanner is receiving power If you are using Windows XP and have plugged the USB cable into a USB 1 1 port an information bubble may open explaining that A HI SPEED USB device is plugged into a non HI SPEED USB hub Plug the USB cable into a USB 2 0 port if available or just disregard the message If you leave it plugged into the USB 1 1 port your scanner may scan a bit slower than the 33 pages per minute and 66 images per minute available with a USB 2 0 port Your computer then recognizes that a scanner has been plugged into the USB port and automatically loads the appropriate software to run the scanner Do not proceed until you receive a message that y
48. ce and assistance but it is not all inclusive and no liability is assumed for its completeness or accuracy In case of doubt consult your solicitor Federal Communications Commission FCC for USA This equipment has been tested and found to comply with the limits for the class B digital device pursuant to part 15 of the FCC Rules These limits are designed to provide reasonable protection against interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does cause harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try and correct the interference by one or more of the following measures Reorient or relocate the receiving antenna Increase the separation between the equipment and receiver Connect the equipment into an outlet on a circuit different from that to which the receiver is connected Consult the dealer or an experienced radio TV technician for help This equipment has been certified to comply with the limits for a class B computing device pursuant to FCC Rules In order to maintain compliance with FCC regulations shielded cables must DocuMate 262
49. ch folder contains the scanned documents so you can manually attach them to your email messages T The Applications in this group allow you to send documents as attachments to an email recipient Some eMail cients like Hotmail America Online and MSN Explorer do not allow attachment of selected documents directly You can specify the folder for the attachments below Folder for storing attachments C Users Documents Mail Attachments Browse Folder for storing attachments for AOL Not installed Browse Internet Options i Color document handling O Convert Bitmap using Screen Resolution L Convert Bitmap to JPEG Click the Browse bution for Folder for storing attachments and choose a folder for your eMail attachments If you are using AOL on your computer and the folder name for AOL is incorrect click the Browse button and find the correct AOL folder For scanned images to be auto attached to a blank email message you must have the specific folder location AOL uses to find the attachments Please contact AOL for more information about the folder location in which AOL stores attachments If you need to change your email client or any other internet options click the Internet Options button The Windows Internet Options Control Panel opens Click the Programs tab and choose a new email client from the Email list These are the standard Windows
50. configuration e The One Touch OmniPage Mini Guide has information about a new feature in the One Touch 4 0 software This brief Mini Guide explains what the feature is and how to use the OmniPage settings when creating or modifying scan configurations 3 When your re finished click Main Menu to return to the Main Menu window and click Exit 4 Remove the DVD and siore it in a safe place That s it Installation is finished and your Xerox DocuMate 262 scanner is ready to scan DocuMate 262 Scanner User s Guide Installation Register Your Scanner and Check for Updates Registering your scanner is important as it provides you with access to free telephone support service Registration also gives you free access to software updates for your scanner To register your scanner 1 Right click on the One Touch icon in the Windows Notification Area at the bottom right corner of the screen The One Touch Icon Re ae 2 Choose Check for Online Updates from the pop up menu Show Hardware Check for Online Updates Show Quick Reference About L__ 3 Follow the instructions on the screen and register your scanner by entering your scanner s serial number and your email address NOTE A valid email address is required The serial number is located on the underside of the scanner The Serial Number After registration is complete you will receive an email message with your RegID
51. ct the USB cable to the scanner 3 and your computer 4 Finally turn the scanner on 5 Plug and Play will finish installing the scanner Please consult your Quick Install Guide or User s Guide for more details n 1 ij cl 12 DocuMate 262 Scanner User s Guide Installation Step 3 Connect the Power Supply Connect the power supply and power cord and plug the power supply into an electrical outlet To connect your DocuMate 262 scanner 1 Plug the power supply into the power port on the scanner NOTE Only use the power supply HEG42 240200 7L made by HiTron included with your scanner Connecting any other type of power supply may damage your scanner and will void its warranty 2 Plug the power cord into the power supply and into a wall outlet Now proceed to the next section Step 4 Connect the USB Cable and Turn on the Power DocuMate 262 Scanner User s Guide 13 Installation Step 4 Connect the USB Cable and Turn on the Power The DocuMate 262 scanner connects to any available USB port Check your computer s manual for USB port locations NOTE You can connect the scanner to your computer while the computer is running You do not have to shut down your computer 1 Remove any protective tape from the USB cable 2 Plug the USB cable into the USB port on the scanner then into a USB port on the computer Connection to a USB 2 0 High Speed port provides optimum performan
52. cted the text portions of the document are automatically converted to editable text See Scanning with Optical Character Recognition OCR on page 65 Select a text format for documents with text or numbers such as a business letter report or soreadsheet The text format icon has several file formats available depending on the Destination Application you select The specific file format is the file name extension on the text format icon CM DOC The specific text format this example is for Microsoft Word format doc DocuMate 262 Scanner User s Guide 43 Scanning 44 As you select Destination Applications that are text applications the text format icon changes to match the file type of the application In some cases the Destination Application supports several file types and you can right click on the icon to choose the particular file type for that application To select a file type for the text format 1 Select the Destination Application 2 Right click on the text format icon A menu opens The following figure shows samples for different Destination Applications Example menu for the TEXT format Example menu for the TEXT format when the Destination Application is when the Destination Application is Microsoft Word PaperPort or a Storage location DOr HPD a Simple Text Simple Text Rich Text Format Rich Text Format Word Document Word Document Pl nee Comma Delimited Minimize Size Excel Sprea
53. dsheet Normal ae l HTML Document Maximize Quality Searchable PDF Use MIRC x Normal PDF OCR options Minimize Size Normal Maximize Quality Use MRC OCR options 3 Choose the file type that you want for the text format Your selection of a file type pertains only to the button currently selected on the One Touch Properties window Other buttons that have a text option selected as the Page Format are not affected so you can set the text file type independently for each button Simple Text The txt file format Text with no formatting used by the standard Microsoft Notepad application Rich Text Format The rtf file format Text that retains formatting when converted Available with Microsoft Wordpad and Word Word Document The doc file format used by Microsoft Word DocuMate 262 Scanner User s Guide nPDOF DocuMate 262 Scanner User s Guide Scanning Comma Delimited The csv file format used for database or spreadsheet data with fields separated by commas When the document is converted into editable text by the OCR software the fields are maintained so you can copy and paste them toa database or spreadsheet application Excel Spreadsheet Ihe xls file format used by Microsoft Excel HTML Document The htm file format used to create web pages Searchable PDF The sPDF file format used by Adobe Acrobat and OmniPage Pro This format converts scanned text into PDF with text search and OC
54. e Burn to CD Destination Application is only available if you have a CD burner attached to your computer but you do not need to have a CD in the burner to select the destination Multi Function Options i Select format 8 Custom Select destination 2 Microsoft 4ORD BMP TIFF JPG POF TEAT d i Microzott WordPad a Notepad Create single image file Select configuration E Quality A4 Document E US Legal W Configure Before Scan a Color Magazine E Quality US Legal Storage for Business Receipts Acrobat Reader 8 0 Transter to Storage Ce Bum to CD ROM E Refresh w Storage for Personal Receipts Properties Choose a Page Format and a Scan Configuration Click OK The One Touch Properties window closes Now start scanning using the button you selected to use to scan and burn to CD When scanning is finished a bubble message on the screen tells you that files are waiting to be burned to the CD Open the One Touch window and make sure that the Burn to CD Destination Application is still selected and click the Properties button The One Touch 4 0 Link Properties window opens 69 Scanning 70 Storage Ie oe Documents dropped on this link will be transferred to e storage devices ie file system or CD Burner EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in f
55. e files select the button Select configuration US Letter 44 Document ga Guality Color Document US Legal Select Configure Before Scan Configure Before Scan TWAIN Right click on Configure Before Scan to get the menu and choose the interface to use for configuring 4 Right click on Configure Before Scan and choose an interface to use for scanning TWAIN The TWAIN Interface opens for you to make changes prior to scanning See Accessing the TWAIN Interface from PaperPort on page 81 WIA The Windows Image Acquisition Interface WIA opens for you to make changes prior to scanning available for Windows XP only See Scanning with the WIA Interface on page 95 5 Click OK or Apply on the One Touch Properties window 62 DocuMate 262 Scanner User s Guide Scanning To Scan Using Configure Before Scan 1 Put the documents in the scanner s ADF tray 2 Click on the button you set to use the Configure Before Scan option In the example shown on the previous page the scanning option 9 has been set to use Configure Before Scan 3 The TWAIN interface will open xerox DocuMate 262 Mode Resolution E Black amp White d Grayscale Brightness Color Letter 8 42x 11in Options E AutoCrop to original Menle Derki Mier mari JESREN RECUUCS MOC pat a E Duplex Define page size Define E Filter E AutoScan on document insertion
56. e only available as page format options if you have the One Touch OmniPage module or the OmniPage Pro software installed on your computer To scan with sPDF or nPDF 1 Open the One Touch Properties window 2 Using the arrows choose a One Touch button to use for the SPDF or nPDF scanning 3 Select a Destination Application that uses a text format as the page format 4 Right click on the text format icon nPI 3 Simple Text Rich Text Format Word Document Comma Delimited Excel Spreadsheet HTML Docurnent Searchable PDF Normal PDF Minimize Size xo Normal Maximize Quality Use MRC OCR options 5 Choose the Searchable PDF or Normal PDF option for the page format DocuMate 262 Scanner User s Guide 67 Scanning NOTE Not all Destination Applications have the sPDF and nPDF options Microsoft Word for example does not have them as scanning options The settings for the button button 8 in this example now show your page format selection Multi Function Options is es Select format 8 Custom w a a A A Select destination A Microsoft WfordPad BHP TIFF JPG POF nPOrF m The page format icon is now set to f Create single image files the selection from 7 Notepad Select configuration the menu US Letter Acrobat Reader 8 0 44 Document Guality Color Document L Transter to Storage F Color Fhoto for eMail Ex4 Ce Bum to CD ROM E Guality US
57. e protected by Table of Contents Welcome What s in the BOX w cccetbaccea de bWeade neces saeus ogee oboe ed ewan s The Xerox DocuMate 262 Scanner 0 0 00 ee ee What You Need g0ec6066 o04 00 46 S60 66 dng ob hee oS eWeek es bee ceded S645 DOCUMENIAUON ac ke oudetwen dat eee bee bead E E be E E Installation Before You Begin otc c ae ndash a ee ee ee ke ae ae Step 1 Assemble the Scanner 0 0 0 0c ccc ee ee eee Step 2 Install the Software 2 0 0 ee eens Step 3 Connect the Power Supply 0 00 cece eee eens Step 4 Connect the USB Cable and Turn on the Power 05 Additional Applications Available with Your Scanner View the User Guides 0 ce ee eee ees Register Your Scanner and Check for Updates 0 0000 cece Scanning Load and Scan Documents 0 eee ee ee nee teens Check the Scan Settings Before Scanning 0000 e eee eee Scan from the One Touch Button Panel 0 0 ee ees Using the One Touch Button Panel 0 0 cc ee eee The Default One Touch Settings on Your Scanner 0005 Configuring the One Touch Buttons 0 0 0c ce ee es About the One Touch Properties Window 0 0c e eee eee Selecting New Settings fora Button 0 0 2 ee Setting Destination Application Properties 00 0c eee eee Selecting Page Format Options 0 0 c
58. e the original factory set configurations available To create a new configuration 1 Open the One Touch Properties window and make sure the Multi Function tab is selected 2 Scroll through the applications in the Select Destination list and click the type of application for which you want to create a new scan configuration When you create a new scan configuration it will be listed for the buttons that are set for the same types of Destination Applications For example if you create a new configuration for a button that is set to show image editor applications that new configuration is also listed for any other buttons set for image editors but not for buttons set for text editing applications Thus you can create specific sets of scan configurations for specific functions and they are listed only when appropriate 3 Click the New button lf you want to start from the settings of another configuration select the configuration then click the Copy button If the Scan Settings tab is not selected click it 4 Onthe Scan Configuration Properties dialog box type a name TIP If you re going to set up the new configuration to scan duplex two sided include that in the name such as Scan for Dark Print Duplex to remind you that it is a duplex scan Scan Settings Page Settings Advanced Settings So Color Document If the configuration is locked click the l lock to unlock it The 5 Blackawhi
59. ed your scanner to work with PaperPort Scan Manager Note Some tests were skipped if you encounter problems scanning requn the wizard and be sure to run all tests 10 Click Finish PaperPort is now setup for the scanning option you selected in the example above it s the TWAIN option and the Scan button on the PaperPort window will now become active 94 DocuMate 262 Scanner User s Guide Scanning with the WIA Interface Scanning with the WIA Interface Microsoft Windows XP and Windows Vista include their own scanning interface known as Windows Image Acquisition WIA for acquiring images from scanners digital cameras and other digital devices This section shows how to use Microsoft Paint to scan using the WIA interface but you can use PaperPort and other Windows applications as well NOTE Duplex two sided scanning is not available from WIA To scan using WIA from Microsoft Paint 1 On the Windows taskbar click Start point to Programs point to Accessories and then click Paint The Paint window opens 2 From the File menu choose From Scanner or Camera Cie Cred Dires LOT Pe eia 201 Pew Dind _dhonege PENUS T Fane r a Enn DocuMate 262 Scanner User s Guide 95 Scanning with the WIA Interface The Scan using Xerox DocuMate 262 window opens Use this window to select scanning options and start the scan process What do you want to scan Paper source Document Feed
60. elect folder and transfer options EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type Storage location C Users Public Documents Browse ok Cancel Aovy _ 2 Click the Storage Layout options you want 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 type and the scanned documents are saved in those folders New folders are created for each month and week so you can keep track of when you scanned the documents By default the location of the archived documents is at C Documents and Settings lt your user name gt My Documents My OneTouch Archive and then in a folder based on your selection for the Storage Location For example if the file type is TIFF and you select Documents are put into 56 DocuMate 262 Scanner User s Guide Scanning folders by type the default location of scanned archive documents is at C Documents and Settings lt your user name gt My Documents My OneTouch Archive TIFF Documents 3 Click the Browse button to specify the location to store the scanned documents or type a location directly into the box 4 Click OK or Apply Scanning to Multiple Folde
61. er X Select an option below for the type of picture you want to scan sann Color picture El Grayscale picture wi Black and white picture or text f Custom Settings You can also Adjust the quality of the scanned picture Page size Legal 8 5x 14 inches 216 x 356 Preview Scan Cancel Click the button most appropriate for the item you re scanning Select a paper size from the Page Size list Click Preview to preview the image before scanning The image is displayed on the right side of the window NOTE If you preview when scanning a stack of documents the first page of the stack feeds through the ADF for the preview After adjusting the scanner settings replace that page on the stack so it is scanned with the rest of the pages 6 Adjust settings of the previewed image as desired e Change the button selection for the type of image e Adjust the custom settings refer to the next section Fine Tuning Your Scans e Change the size of the scanned image To do this click and hold the mouse pointer over one of the four sizing boxes on the corners of the previewed image Then drag the box to increase or decrease the size of the image 7 Preview the image again When you are satisfied with the image click the Scan button 96 DocuMate 262 Scanner User s Guide Scanning with the WIA Interface 8 The scanned images will appear in Microsoft Paint or other
62. erox DocuMate 262 by bs os oh Sy v E A Scan POF Print eMail The Button View 2 To scan from the panel click the icon you want to use to scan NOTE The One Touch Properties window must be closed before you can scan from the Button Panel 3 To see the detailed settings for a button prior to scanning click on the green arrows to navigate through the panel s three VIEWS A gt Xerox DocuMate 262 navigate in 2 5 E oe through the tor lt o panel s three eMail CR Archive Custom B views The Button View D E gt Xerox DocuMate 262 x O gt Xerox DocuMate 262 E t fp Quality US Letter Duplex RTF we 155 Mode Black amp White 300 dpi Duplex Page 8 50 x 11 00 Settings Brightness 50 DM 262 OCR The Hardware View The Detail View e The Button View is your main scanner control panel Use it to scan or to see all nine buttons e The Detail View shows the current scan settings for a button If the Properties window is not open right click the icon on the Detail View or Button View to open it e The Hardware View shows the current scanners connected to your computer DocuMate 262 Scanner User s Guide 27 Scanning From the Hardware View and Detail View click the green arrow to return to the Button View You can also click on the hardware icon to return to the Button View 4 To cycle through the nine buttons click the arrows on the right side of the
63. eturn the scanner to its factory settings click Reset Device 4 Click OK to save the changes and close the dialog box DocuMate 262 Scanner User s Guide 79 Scanning with the TWAIN Interface from PaperPort Scanning with the TWAIN Interface from PaperPort Instead of using the scanner buttons or the One Touch Button Panel to scan you can also scan from the TWAIN interface The PaperPort application that you received with your scanner provides access to the TWAIN interface This scanning method is particularly helpful when you re already using PaperPort to file and save scanned items or if you want to adjust scan settings prior to scanning A Note About Your Scanner and the TWAIN standard TWAIN is a widely recognized procedure that software applications use to receive images from scanners digital cameras and other digital devices The PaperPort software that you received with your scanner uses the TWAIN standard and this guide shows how to scan with it But you can also open the same TWAIN interface from many other graphics and imaging applications and scan from them as well Because the TWAIN interface is the same regardless of the software you use to open it you can still use the instructions in this User s Guide for scanning with your Xerox DocuMate 262 scanner To access the TWAIN interface from other software please refer to their user s guides then return to this User s Guide for the steps to scan The instructions
64. file will be named with the current date See Configuring the One Touch Buttons on page 30 to change the settings of the buttons on the One Touch Button Panel DocuMate 262 Scanner User s Guide Scanning The Default One Touch Settings on Your Scanner Based on the recommended install of PaperPort and the scanner driver your scanner is pre configured to scan items for various basic tasks such as email or fax then send the scanned image to an appropriate pre selected Destination Application The following table shows these factory default settings You can change any of these settings If PaperPort OmniPage or One Touch OmniPage is not installed then the options for sending to word processing applications such as Microsoft Word will not be available Destination Button Name Application Preconfigured Settings 1 Scan PaperPort Black amp White 200dpi Duplex 2 PDF PaperPort Black amp White 300dpi Duplex 3 Print Printer Black amp White 300dpi Simplex 4 eMail eMail Black amp White 200dpi Simplex Application 5 Fax Fax Black amp White 200dpi Simplex Application 6 OCR Microsoft Black amp White 300dpi Duplex Word 7 Archive Transferto Black amp White 300dpi Simplex Storage 8 Custom Microsoft Color 100dpi Simplex Paint 9 Paint Microsoft Color 300dpi Simplex Paint NOTE The default page size in each configuration is based on the location selected in your Windows setup For example e If the Window
65. for scanning are in the section Scanning with the TWAIN Interface on page 84 NOTE You can also access the TWAIN interface when you re scanning from the One Touch software If the One Touch configuration you re using to scan is set to Configure Before Scan and the selected option is TWAIN the TWAIN interface opens right away without opening PaperPort or any other TWAIN compliant software first See the section Configure Before Scan on page 62 for details 80 DocuMate 262 Scanner User s Guide Scanning with the TWAIN Interface from PaperPort Accessing the TWAIN Interface from PaperPort The instructions in this section are for accessing the TWAIN interface from the PaperPort application To access the TWAIN interface from PaperPort 1 On the Windows taskbar click Start point to Programs point to PaperPort then click PaperPort The PaperPort desktop opens Scan icon Folders pane E PaperFort dit Wew hem Took Help Fie iS mle ob or Ore Ee BABE e a O Mail Attachments mD My OneTouch Archive Bee 1 JA EERS AGB White pei Black point M 2 Click the Scan icon on the PaperPort command bar DocuMate 262 Scanner User s Guide 81 Scanning with the TWAIN Interface from PaperPort 82 The Folders pane which shows folders for organizing your scanned images is replaced by the Scan pane Scan pane Se bts Bt 300 CPL Lete AD Portia s T Pecans Abg irage Fodder Sa
66. g due to a paper jam in the Automatic Document Feeder a warning dialog box opens after a few moments To clear a paper jam 1 Press the ADF cover release on the top left of the scanner body to open the Automatic Document Feeder cover To reduce the number of paper jams smooth and straighten the paper before scanning and adjust the guides to the paper size DocuMate 262 Scanner User s Guide 101 Maintenance Replacing the ADF Pad Assembly The ADF pad may wear out and is designed to be a user replaceable part Problems with documents feeding into the ADF is an indication that the pad is wearing thin See the Xerox DocuMate 262 Scanner Parts List on page 110 for ordering information FO To replace the ADF Pad assembly 1 Press the ADF cover release on the top left of the scanner body to open the Automatic Document Feeder cover 2 Squeeze the plastic clamps that hold the pad assembly in place and lift the pad up and out 3 Reverse the procedure to replace the new pad into its slots 102 DocuMate 262 Scanner User s Guide Troubleshooting Maintenance In addition to the troubleshooting information contained in this section please see the Readme file on your installation CD The Readme file contains additional information that may help you diagnose problems with the scanner If you try the troubleshooting procedures described in this section and in the Readme file and the scanner still has p
67. ge DocuMate 262 Scanner User s Guide Scanning Transferring Scanned Documents to Storage With the Transfer to Storage scanning process you can scan documents and save them in a folder in one step The process is ideal for archiving documents without having to manually save or process them in any other way If you choose a text format for the file format the documents are also automatically converted by the OCR process into editable text and numbers before being stored NOTE One Touch Button 7 is preset as your Archive button But you can also set up any other button to scan to Archive the text 1 Toscan using the buttons on the scanner press the Destination Selector until the LED is at 7 then press the Simplex or Duplex button Gi 2 To scan from the One Touch Button Panel click the One Touch icon in the Windows Notification Area click the arrows to see Button 7 then click Button 7 E 2 gt Xerox DocuMate 262 lo S eMail Fax OCR Click the arrows until Button 7 is on the panel then click Button 7 Your scanned pages are stored in the location that you specified on the One Touch 4 0 Link Properties window Storage Ie te Documents dropped on this link will be transferred to storage devices i e file system or CD Burner EH Storage layout All documents are in the root Documents are putin folders by month Documents are put in folders by week Documents are put in folders b
68. ge files fe Bumin Cuan E Select configuration F Quality A4 Document y Microsoft Paint US Legal W Configure Before Scan Microsoft Outlook l g Color Magazine Sharepoint E Quality US Legal Storage for Business Receipts SO Still Image Client E Storage for Personal Receipts 4 Choose a Scan Configuration 5 Click OK The One Touch Properties window closes DocuMate 262 Scanner User s Guide 71 Scanning 6 Start scanning using the button you selected for event forwarding A dialog box opens for you to select the application to use for scanning OneTouch Event Forwarding Select the program to launch for this action Microsoft Office Document Imaging Microsoft Office Document Imaging es Microsoft Scanner and Camera Wizard Download pictures from a camera or scanner Always use this program for this action 7 Select the application in the box and click OK Now the application you selected opens and you can continue the scanning from that application s TWAIN interface 72 DocuMate 262 Scanner User s Guide Scanning Creating an HTML Web Page from Your Scanned Documents lf you scan a document whether a single page or multiple pages you can have the pages converted directly to HTML formatted pages for posting directly to your web site Those pages are then viewable by visitors to your web site without the need for any internet plug ins or other special processing This i
69. ghtly from the list shown in the window 5 Click Install Now 6 The Select Language window opens Click the drop down menu arrow and select the language to use Click OK DocuMate 262 Scanner User s Guide Installation The first PaperPort Installation window opens 1 DocuMate 262 Scanner User s Guide On the PaperPort Welcome window click Next Installing PaperPort will uninstall any existing version of PaperPort and will install the newer version Your existing PaperPort files will not be affected Read the PaperPort license agreement and select accept the terms in this agreement then click on Next If you choose not to accept the license agreement the installation will terminate and the PaperPort software will not be installed On the Customer Information window accept the current values or enter new information then click Next On the Setup Type window keep the default Setup Type and click Next Click Install to begin the installation Reminder If your computer is running an AntiVirus or AntiSpyware application you may see messages asking you to allow installation Select the option to allow installation to proceed On the Product Registration window do one of the following e Select Register online click OK then follow the registration instructions e Select Print registration form click OK then follow the instructions to complete and print the registration form e Select Remind me in 7
70. her processing The PDF format is also used to put multi page documents on web sites as pdf readable files As with the JPEG option the PDF format can be reduced in size or quality NOTE The two other PDF formats nPDF and sPDF are for scanning with OCR processing and with the ability to search the scanned text See the next section Text Formats and also Scanning with sPDF or nPDF and Searching for Text on page 67 for details DocuMate 262 Scanner User s Guide Scanning To select a JPEG or PDF file size 1 Select JPG or PDF as the page format 2 Right click on the JPG or PDF icon A menu opens w e i amp e TIFF JPR DRE Minimize Size Normal Maximize Quality 3 Choose the file size image quality option for your scanned images Minimize Size Smallest file size lowest image quality Normal Medium file size some loss of image quality Maximum Quality Largest file size no loss of image quality Your selection pertains only to the button currently selected on the One Touch Properties window Other buttons that have JPG or PDF selected as the Page Format are not affected so you can set the JPEG or PDF file size image quality independently for each button 4 Click OK or Apply on the One Touch Properties window Text Formats Selecting the text format option also selects OCR processing as an automatic step for scanning Therefore when you scan a document with the text format sele
71. how All Destinations This option selects all the Destination Application categories The list of Destination Applications available for the selected button will include all the applications on your computer that fall into these categories This is the default selection for Button 8 The list also includes printers and other devices connected to your computer so for example you can scan an item and have it printed immediately Select Destinations Select this option to individually choose the types of applications to include in the list of Destination Applications Check the boxes for the type of application to include e Document Management includes PaperPort and other applications for processing and keeping track of your scanned documents e Image Editors include Microsoft Paint and other drawing and graphics applications 47 Scanning 48 e Text Editors include Microsoft Word and WordPad Microsoft Excel and other word processing and spreadsheet applications Select this option if you want OCR processing to convert your scanned documents to text that you can edit See Scanning with Optical Character Recognition OCR on page 65 for more about OCR e PDF applications are for documents scanned to the PDF format e Email includes Microsoft Outlook and other email applications See eMail Properties on page 40 for details about attaching scanned documents to your email messages e Storage and CD R W is for either
72. ications on the installation DVD 1 Reinsert the installation DVD into the DVD ROM drive The Installation menu opens XEROX DocuMat 262 gt i gt Please click on a link below VIEW README INSTALL PRODUCTS e USER GUIDES e BROWSE CD CONTENTS VIEW _ OUR WEBSITE The free Adobe Acrobat Reader software is located on the DVD with the User Guides See the steps on page 19 to install Adobe Acrobat Reader 2 Click Install Products You will see the screen that shows the applications Applications already installed have Installed next to them XEROX p DocuMate 262 f A ee Please choose applications to install Installed NUANCE PAPERPORT installed SCANNER DRIVER KOFAX VRS QUICKSCAN X1 ENTERPRISE CLIENT OMNIPAGE PRO e INSTALL NOW o IN MENU 3 See the following table to decide which software you would like to install DocuMate 262 Scanner User s Guide 17 Installation Software Adobe Acrobat Reader QuickScan Kofax VRS and Kofax Scan Demo OmniPage X1 Enterprise Client 18 4 On the window shown above click in the boxes of the other software you want to install and click Install Now Follow the instructions on the screen to install each of the additional products About the Software Adobe Acrobat Reader is a stand alone application that you use to open view search and print PDF files The User Guides on your sca
73. ided with the scanner Uninstalling the Scanner and One Touch Software l On the Windows taskbar click Start point to Settings then click Control Panel Windows 2000 and Windows XP Double click the Add Remove Programs icon Windows Vista Double click the Programs and Features icon From the list of programs select One Touch 4 0 Click the Change Remove button Click Yes when asked to confirm that you want to remove these software programs Follow these same steps to select and remove the Kofax VirtualReScan 4 10 and OneTouch 4 0 ScanSoft OmniPage OCR modules from the installed programs list 6 The One Touch 4 0 software is removed from your computer Unplug the USB cable from the scanner Close all open windows and restart your computer Uninstalling the PaperPort and OmniPage Software 1 On the Windows taskbar click Start point to Settings then click Control Panel Windows 2000 and XP Double click the Add or Remove Programs icon Windows Vista Double click the Programs and Features icon Select PaperPort or OmniPage and click Remove 4 A message window opens asking if you are sure you want to DocuMate 262 Scanner User s Guide remove PaperPort from your computer Click Yes Close all open windows and restart your computer 107 Maintenance To Install Another Driver Before you can install another driver for your scanner you must remove the currently installed driver first Then
74. ing archiving and shering OmriPage Professional also includes a powerful Batch PDF Conversion capability that alows you to easily convert any format into secure compressed PDF fies for archive systems AUTOMATICALLY CONVERT FROM ONE FORMAT TO ANOTHER OrmnPage Frofeesional lets you unlock information trapped in static image and FOF files Quickly corer almost all image formats into ecitable flee for your existing PC applications such as Microsoft Word and Excel Better atl transform a document cirectly fram one format into another TIF to PDF for example The Batch Manager alows files and folders to be processed or shared automatically Custom Workflow processing takes you to the naxt level of productivity Distil your favorite multi step conversion processes into a singe mouse click or command 90 you can concentrate on other tacks You can even activate jobs simply by speaking proof by voice or turn any document directly into an audio CD and take with you 1 JEG Internet Protected Mode Off 100 v 8 Choose Save As from the Internet Explorer File menu give the page a name and save it in the location you use for your web page files You may also want to write down the address shown in the Address bar to make sure you ll Know where to find your new HTML page later on You can now use Microsoft Internet Explorer or other application to post the document to your web page as you would any other HTML pa
75. ize 43 Picture type 98 power saving 79 Preview button 96 R Resolution 51 84 98 Rich Text Format 44 rtf file format 44 S saturation 54 scan file name 82 from PaperPort 80 Scan Configuration 30 scan with event forwarding 71 scanner components 2 connecting 13 troubleshooting 103 uninstall 107 Searchable PDF 45 67 Select Configuration 32 33 Select Destination 31 33 47 Select Format and Page s 32 setup 4 Show All Destinations 47 Show Hardware 78 Simple Text 44 simplex button 2 22 23 24 size 52 86 skewed page 52 85 skip blank originals 53 sPDF 33 42 45 67 spreadsheets OCR 66 status light 15 16 103 troubleshooting codes 105 Sti event forwarding 48 Storage and CD R W 48 Storage Properties 39 Straighten Image 52 system requirements 3 T Text Documents Properties 36 Text Editors 48 text file format 43 Text Formats 43 TIFF 42 DocuMate 262 Scanner User s Guide Transfer to Storage 75 troubleshooting 103 TWAIN 62 72 TWAIN standard 80 U uninstall 107 USB port 14 W watermark remove 53 85 WIA 62 95 Windows Image Acquisition 95 Word Document 44 X xls file format 45 DocuMate 262 Scanner User s Guide Index 117 05 0665 300
76. l the PaperPort software DocuMate 262 Scanner User s Guide 103 Maintenance 104 Problem The installation will not complete successfully If installation finishes the scanner s One Touch 4 0 options do not seem to work properly What do do A likely cause is that some driver programs are already installed on your computer for another scanner They are interfering with the installation and One Touch options and you need to remove those other drivers and re install your Xerox DocuMate 262 scanner Please see the documentation that you received with the other scanner for the steps to remove its driver programs You can also use the basic steps in the section Uninstalling Your Scanner on page 107 but in Step 3 instead of uninstalling One Touch 4 0 uninstall the other scanner s driver programs After uninstalling the other scanner s driver programs uninstall One Touch 4 0 using the steps on page 107 then reinstall it using the steps on page 7 Problem got the error message PaperPort cannot allocate enough memory to perform internal critical operations What do I do Close any other active applications so that additional memory is available If you click Continue PaperPort moves the file to the PaperPort data directory and renames the file with the prefix bad This allows you to recover the file later To recover the file you can import it into PaperPort by using the Import command in the File menu Pr
77. lert Ges bra bce a al gaa alert Sees bra bce lll Tranier to Storage AMP TIFF PG POF TEXT Tranafer to Storage AMP TIFF PG POF TEXT EEN Create angle mage her a Creahe sige maye hes Bumin CD ROM F Select configuration j Bun m ED ADH F Select osniigratisn ee Ry Gually US Lote A ee Ry Gually US Lene A E Shaepri La Quality dd Dotun fe hg Shaeri Ca uaiy Ad Document fe aiil Co hg Before Sri 4 Cor He Bale Senn 4 By Ouaily US Ley a Ry Gusily US Lega a IR Soage for Dusit Meceiots WB Storsge for Busines Meceict Wy Storage for Pesona Pincrspls P Storage for Pason Recre Refresh Properties Mew Copr Edta Delete Refresh Properties Mews Copy Edta Delete Note that the button names have also been changed to Storage 1 and Storage 2 to remind you that both send documents to storage but to different locations To change button names see Renaming a One Touch Button on page 46 Scan to multiple storage folders Insert the documents you want to scan to storage 2 Press the Destination Selector buttons on the scanner to get to one of the buttons set up for scanning to storage Press the Simplex or Duplex button to scan the documents When scanning is finished insert the next set of documents and press the Destination Selector buttons to get to the next button you have set up for scanning 5 Press the Simplex or Duplex button to scan the documents When scanning Is finished
78. ll Install OneTouch TWAIN and 1515 H TWAIN and 515 O TWAIN Only 1515 Only Cancel lt Back Select the option you want NOTE If your computer is running Windows XP or Windows Vista Microsoft s Windows Image Acquisition WIA interface for scanning is always available regardless of your selection on this window DocuMate 262 Scanner User s Guide Installation Full Install OneTouch TWAIN and ISIS This is the recommended installation It installs the One Touch 4 0 software which provides the necessary driver software for the scanner It also installs scanning interfaces for the TWAIN and ISIS drivers Installing this option means that you can use several different methods to scan as explained in this User Guide TWAIN and ISIS The TWAIN and ISIS drivers are installed The One Touch 4 0 Monitor will not run and you cannot use the One Touch features You can use the Xerox DocuMate 262 TWAIN driver to scan from applications with a TWAIN interface You can also scan from applications that use the ISIS driver You will not be able to scan with the buttons on the scanner TWAIN only The TWAIN driver is installed without the One Touch 4 0 software or the ISIS driver You can use the Xerox DocuMate 262 TWAIN driver to scan from TWAIN applications You will not be able to scan with the buttons on the scanner ISIS only The ISIS driver is installed You can use applications that use the ISIS driver such as
79. ll it with your Xerox DocuMate 262 scanner OmniPage Pro provides precision OCR analysis advanced layout detection and Logical Form Recognition LFR technology Advanced security features quickly turn office documents and forms into over 30 different PC applications for editing searching and sharing Custom workflows handle large volumes of documents and you can use its tools to print to PDF OmniPage Pro also includes ScanSoft PDF Create and PDF Converter programs X1 is a desktop search engine software Using a single interface the X1 Enterprise Client software will quickly and efficiently find files and emails stored on your computer DocuMate 262 Scanner User s Guide Installation View the User Guides 1 To get the documentation for each of the additional products return to the Main Menu window and click User Guides 2 The User Guides window opens Use this window to view and save the User Guides you want XEROX DocuMat 262 sof 3 A Vz Cii Click on a link below to view the appropriate user guide Adobe Acrobat Reader must be installed in order to view the user guides ACROBAT READER e PAPERPORT YRS SCANNER README QUICKSCAN SCANNER S X1 ENTERPRISE CLIENT ONETOUCH OMNIPAGE MINI GUIDE OMNIPAGE B ONETOUCH VRS_MINI GUIDE amp SHAREPOINT MINI GUIDE o IN MENU 3 Click the links of the Guides you want to view The User Guides are in Adobe Acrobat PDF format The D
80. mentation that you received with the application to see which text formats the application accepts The options you select under step 4 determine the page format icons that appear in the One Touch Properties window for that group of applications Click the Add button Click OK or Apply on the Link Properties window Click Refresh on the One Touch Properties window O ea Click OK or Apply on the One Touch Properties window DocuMate 262 Scanner User s Guide 37 Scanning Image Documents Properties These properties apply to OmniPage Pro that you received with your scanner plus Microsoft Paint and other image processing applications Image Documents The Applications in this group are designed to work with image documents only W Microsoft Paint ff Color document handling O Convert Bitmaps using Screen Resolution O Convert Bitmaps to JPEG 1 Click in the Color document handling settings boxes for the options you want The options will apply to all the applications in the group Convert Bitmaps using Screen Resolution Use this option to ensure that an image will fit on the computer s screen When a computer screen is set to a lower resolution bitmap images with a higher resolution may be too big to fit on the screen Converting the bitmap image to match the screen resolution ensures that the image fits on the screen Convert Bitmaps to JPEG JPEG files can be compressed to produce smaller file sizes
81. mission of the copyright owner has been obtained or the reproduction falls within the fair use or library reproduction rights provisions of the copyright law Further information of these provisions may be obtained from the Copyright Office Library of Congress Washington D C 20559 Ask for Circular R21 Certificates of Citizenship or Naturalization Foreign Naturalization Certificates may be photographed Passports Foreign Passports may be photographed Immigration Papers Draft Registration Cards Selective Service Induction Papers that bear any of the following Registrant s information Earnings or Income Dependency Status Court Record Previous military service Physical or mental condition Exception U S Army and Navy discharge certificates may be photographed Badges Identification Cards Passes or Insignia carried by military personnel or by members of the various Federal Departments such as FBI Treasury etc unless photograph is ordered by the head of such department or bureau Reproducing the following is also prohibited in certain states Automobile Licenses Drivers Licenses Automobile Certificates of Title The above list is not all inclusive and no liability is assumed for its completeness or accuracy In case of doubt consult your attorney It s Illegal in Canada 112 Parliament by statute has forbidden the reproduction of the following subjects under certain circumstances
82. mples 6 emg If this Scan button is not active see the section on page 90 to set up PaperPort for the TWAIN scanning option NOTE If the Scan button at the bottom of panel is not available when you make a selection from the Scanner drop down list PaperPort needs to be set up to use the scanner See the section Setting Up PaperPort to Work with Your Scanner on page 90 3 Click the Scanner drop down arrow and select TWAIN Xerox DocuMate 262 from the drop down list NOTE Please wait a few moments for your selection from the drop down list to become active This delay only occurs the first time you select from the list while PaperPort initializes the scanner Later on selecting from the list happens right away 4 Inthe Scan what section choose to scan a Document or Photograph If you want to change the format of the scanned item s file name or file type before you start scanning click Settings The default file type for documents is pdf and the default for photographs is jog The default name of the scanned image is the day date and number of scanned items that day For example the second item scanned on a day is followed by a 2 the third by a 3 and so on See the PaperPort User s Guide for more information about the PaperPort Settings DocuMate 262 Scanner User s Guide Scanning with the TWAIN Interface from PaperPort 5 When scanning documents use the Create single page items check box as f
83. n 2 Select Xerox DocuMate 262 from the list of scanners and click OK Your scanner is then ready to work with the QuickScan ISIS driver DocuMate 262 Scanner User s Guide 99 Maintenance Maintenance This section contains information on maintenance troubleshooting uninstalling scanner specifications and spare parts Cleaning the Automatic Document Feeder You may need to clean the ADF feed mechanism if your documents do not feed easily into the ADF or several feed in at the same time To clean the ADF 1 Dampen a soft cloth with some Isopropyl rubbing alcohol 95 2 Press the ADF cover release on the top left of the scanner body to open the Automatic Document Feeder cover 3 Wipe the feed roller from side to side Rotate the roller to clean its entire surface NOTE Please be careful when cleaning the roller The roller is designed to rotate in one direction only As you re cleaning the roller make sure it rotates easily and continue rotating it in that direction while wiping it clean Do NOT force the roller to rotate in the opposite direction Forcing the roller to rotate will damage it and may cause the scanner to feed pages incorrectly 4 Wipe the pad from top to bottom Be careful not to snag the cloth on the springs on either side of the pad 5 Close the cover when you re finished 100 DocuMate 262 Scanner User s Guide Maintenance Clearing Paper Jams lf your scanner stops scannin
84. n A rapidly flashing green light indicates the scanner is preparing to scan Refer to the Troubleshooting section for additional details Output tray Holds documents after scanning through the Automatic Document Feeder ADF ADF cover release Opens the cover on the ADF Power switch On Off power switch Power jack Connects the power cord to the scanner Universal Serial Bus USB port Connects the scanner to the computer DocuMate 262 Scanner User s Guide Welcome What You Need IBM compatible Pentium 4 PC or AMD equivalent with e A DVD ROM drive e An available Universal Serial Bus USB port e Microsoft Windows operating system 2000 Service Pack 4 XP Service Pack 1 and 2 or Vista e Windows 2000 and XP Minimum of 512 megabytes MB of internal memory RAM Windows Vista Minimum of 1 gigabyte GB of internal memory RAM e 350 MB minimum of free hard disk space A VGA or SVGA Monitor The recommended settings for your monitor are e High Color 16 bit or True Color 24 bit or 32 bit e Resolution set to at least 800 x 600 pixels To set your monitor s colors and resolution e Open the Windows Control Panel e Double click on Display then select the Settings tab Documentation The following documentation is provided with your scanner e Quick Install Guide Abbreviated installation instructions e Xerox DocuMate 262 Scanner User s Guide On the Installation DVD contains detailed i
85. name of the One Touch button For example if the button is named Printer the documents are grouped under the name Printer Group by type arranges the scanned documents by the type of file such as doc or jpg If you also want to group them by date you can choose the week and month options 5 Click OK to save the options for the selected button Creating a New Scan Configuration The scan configurations are where you select the scanning resolution brightness mode color black amp white or grayscale and a number of other settings Multi Function Options 2 P D F Select format w a B A e Select destination ScanSoft PaperPort BMP TIFF JPG PDF sPDF choad The Scan Configurations US Letter E 44 Document g Color Document E US Letter US Legal E 44 Document 3 Quality Business Card The Lock Icon ecco OC amp VW gt gt Click New to create a Refresh Properties New Copy Edit Delete new Scan Configuration Canca DocuMate 262 Scanner User s Guide 49 Scanning 50 Type a new name for the configuration Select the scan mode and drag the slider to set the resolution Drag the sliders to set the Brightness and Contrast Note the lock icon on the preset configurations Although you can unlock and edit the preset configurations we recommend that you leave them locked and only add new configurations That way you will always hav
86. ng a single page the TWAIN interface closes automatically When scanning is complete the scanned images appear in the TWAIN software This example shows a thumbnail image of a scanned page on the PaperPort Desktop Files bein Views Nem Teal Help S a DSD inb i OB e y E Folden F a Decuments Ca Mel Atehere CI My OneTeuch Aachire OO My Paperort Pairumani a Articles Rank Malori D nei Conch O fme a C inverter OO Phetagnighe OO Brepertatiqrr O Peal Etg C Peeps Samples A OneMote Metebooks H I basgi Citable ad E y amp f amp J Folder Sampler 6 hems thee OmrnPage pi idobe Serebat Decuer Whit point A thumbnail image of the The small icon represents scanned item appearson the file format in this case the PaperPort desktop the jpg format 88 DocuMate 262 Scanner User s Guide Scanning with the TWAIN Interface from PaperPort Display the Device Configuration 1 Click the Xerox DocuMate 262 icon in the top right corner of E gt the TWAIN interface The Device configuration window opens and shows the information about your scanner See the section Checking the Hardware and Setting the Lamp Power Saving on page 78 for more information about the device settings Device Settings Information ka Device name Xerox DocuMate 262 E Driver version 4 0 6 515 Firmware version 2 00 Interface USB Documents Scanned 4866 Pages To avoid document feeder pr
87. nnected to your computer you may need to remove its driver programs to properly install and operate your Xerox DocuMate 262 scanner Please see Troubleshooting on page 103 for more information and Uninstalling Your Scanner on page 107 for basic instructions to uninstall driver programs Also see the User s Guide that you received with your other scanner for specific instructions e If your computer is running Windows Vista you may see the Vista User Access Control screen asking you to confirm system changes Click the continue button to allow the installation to proceed DocuMate 262 Scanner User s Guide Installation Step 1 Assemble the Scanner DocuMate 262 Scanner User s Guide To assemble the scanner 1 Remove all shipping tape from the top and bottom of the scanner 2 Carefully remove the protective foam from the ADF cover release then press the release and open the Automatic Document Feeder cover MA ADF Cover Release 3 Carefully remove any foam particles that may have gotten inside the document feeder and close the cover Align the slots on the paper guide with the ridges on the scanner and slide it down until it snaps into place Installation 5 Insert the pins on each side of the output tray into the holes on the scanner 6 Flip open the extension on the output tray so it is fully extended 7 Proceed to Step 2 Install the Software 6 DocuMate
88. nned picture is deleted The same situation may occur when you scan directly to a printer or scan to a fax application After a scanned item is printed or faxed its temporary file is deleted However by selecting this Create copies of scanned documents option you can choose to save permanent copies of the scanned items on your hard drive DocuMate 262 Scanner User s Guide Scanning The copies will be saved in the folder specified in the Folder Copy Options section see the figure on page 49 and the description below This option is not available if either Document Management or Storage and CD R W are selected because by default file copies for those types of Destination Applications are already automatically saved in the folder for copies For that reason this option is not available for the default settings of Buttons 1 and 2 Those buttons have PaperPort as their Destination Application and PaperPort is a Document Management application Likewise the option is not available for the default setting of Button 7 Archive because it is set as Transfer to Storage with the Destination Application type set as Storage and CD R W Folder Copy Options This section of the dialog box sets the location for copies of your scanned documents and how you want to group them Click the Browse button and find the folder for the copies Select the grouping option for the documents The Group by button option groups the documents under the
89. nner s installation DVD are in PDF format and require Adobe Acrobat Reader for you to view and save them A desktop imaging solution for scanning image enhancement and OCR QuickScan is a standalone out of the box imaging solution that provides all the necessary capabilities for high speed scanning image enhancement viewing annotation printing and storing images for both black and white and color pages It uses an ISIS certified driver for scanning and includes flexible job separation and barcode recognition The Demo version lets you try the application first You can use this software as an additional method to scan Kofax VRS automatically enhances scanned documents from less than perfect originals It is an additional scanning interface that uses patented VRS VirtualReScan technology and ensures your scanning is as efficient and easy as possible while also improving both the quality of the scanned images Kofax VRS uses an ISIS certified driver for scanning This software provides an additional method to scan from your scanner The Demo version lets you try the application first lf you install the Kofax VRS software you may see the following message SvS001 The YRS installation does not install an ISIS driver For the scanner you selected Please install the ISIS driver packaged with your scanner Please disregard this message and click OK The Kofax VRS Certified ISIS driver is installed correctly when you insta
90. nstallation scanning configuration and maintenance information e PaperPort User s Guide On the Installation DVD contains detailed feature and configuration information for the PaperPort software e Online Helo For the scanner configuration TWAIN and WIA interfaces and PaperPort software application DocuMate 262 Scanner User s Guide 3 Installation Installation Installation is a quick four step process 1 Assemble the scanner 2 Install the software 3 Connect the power supply 4 Connect the USB cable and turn on the power Before You Begin Please make sure of the following before you begin installation e The information in this guide may cover software not provided with the scanner you purchased Disregard any information about the software not applicable to your chosen product Please visit our web site at www xeroxscanners com for the latest software updates for your Xerox DocuMate 262 scanner e If your computer has AntiVirus or AntiSpyware software running you may see messages during installation asking you to allow the installation to proceed Although the messages will differ based on the software your computer is running in each case you should allow the installation to proceed Alternatively you can turn off the AntiVirus or AntiSpyware software before installing your scanner But if you do make sure to turn it back on again when installation is finished e If you already have a scanner co
91. o edit the configuration click the Edit button The Scan Configuration Properties dialog box opens for that configuration You can make changes to a configuration but for the changes to be saved the configuration must first be unlocked Click the Lock icon to unlock the configuration Clicking it toggles between locking and unlocking the configuration The key icon indicates the configuration is unlocked Color Document Click the Key Lock icon to Mode Resolution toggle between locked and pe unlocked Blackawhite 50 4 Grayscale J E Color Brightness Contrast Edit the settings and click OK Click OK to close the dialog box 61 Scanning Configure Before Scan Choosing Configure Before Scan simply opens a scanning interface when you press or click a scan button You can then use the interface to change the Resolution Scan Mode and other settings When you scan the scanned image will still be sent as the file type and to the same Destination Application already selected in the OneTouch Properties window for that button To configure before scanning 1 Open the One Touch Properties window 2 Using the arrows choose the button that you want to set to configure before scanning 3 Select the scan configuration Configure Before Scan Multi Function Options i z j m ae Select format 9 Paint k 7 H 3 al Select destination Click the arrows to UY Microsoft Paint ee ee Create single imag
92. o let the scanner automatically determine the size of the item being scanned For example if you scan a 5 x 7 photo the scanner will determine the size of the photo and the scan area is the size of that photo When using the AutoCrop to Original option always use the paper guides on the scanner so the page is not skewed e Duplex Scan both sides of the page If this option is not selected the scanner will only scan the side of the page facing down when you insert it into the scanner e Filter The Filter is the ability of your scanner to automatically remove a color from a scanned item 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 The Filter option applies to Black amp White or Greyscale Mode The original with a red The scanned item with the watermark over black text red filtered out Mase nny ABE rc distitutes and sais pro daci voidwice bwiggh CEM Ta Lrg tii SEM MOL Ms cid dittiauts As of June 1393 ABC iit ampiga avers wel rained H e Reduce Moire Patterns Moire patterns are wavy rippled lines that sometimes appear on the scanned images of photographs or illustrations particularly newspaper and magazine illustrations Selecting Reduce Moire Patterns will limit or eliminate moire patterns in the scanned image This option is only available for the Greyscale or Color Mode at 300dpi or le
93. oblem How do I uninstall PaperPort See the section Uninstalling Your Scanner on page 107 Uninstalling does not delete your scanned items and they remain in the PaperPort Data folder DocuMate 262 Scanner User s Guide Maintenance Status Light Troubleshooting Codes A green status light indicates the normal state of the scanner Normal Operation e Blinking green indicates the scanner is waking up from power saving and preparing to scan e Steady green indicates the scanner is ready to scan Error Codes lf your scanner experiences hardware problems the status light blinks red and the LED flashes an E and then the error code number The LED blinks back and forth between E and the error code number such as 6 O oe oe The red light flashes the number of times as the error code 6 in this example The E code number indicates what the hardware issue is Use the table listed on the next page as a reference for resolving hardware issues In all cases you should turn off your scanner and check your scanner setup Open the scanner and make sure your input tray is fully seated in the scanner casing make sure your ADF pad is securely snapped in place verify the connections to the PC and wall DocuMate 262 Scanner User s Guide 105 Maintenance Error Code Problem Description Solution 0 Scanner is not connected to A cable may be loose Check that the scanner s cables the computer
94. oblems please replace the pad after 20 000 pages The documentation and help system shows you how Control Enable power save mode 15 Min Lamp of DocuMate 262 Scanner User s Guide 89 Scanning with the TWAIN Interface from PaperPort Setting Up PaperPort to Work with Your Scanner When you select a scanning option from PaperPort s Scanner drop down list either Twain Xerox DocuMate 262 or WIA Xerox DocuMate 262 Windows XP only the Scan button at the bottom of the panel should become active If it doesn t you need to set up PaperPort to work with your scanner If this Scan button is not active you need to set up PaperPort to be able to access your scanner as el ho NOTE Setting up PaperPort is a one time only process for each option from the Scanner drop down list Therefore you may have to set up PaperPort once each for Twain Xerox DocuMate 262 and WIA Xerox DocuMate 262 The setup process described below is the same for each option You will not have to set up PaperPort again for either option unless you uninstall the scanner and PaperPort software then re install them 90 DocuMate 262 Scanner User s Guide Scanning with the TWAIN Interface from PaperPort To set up your scanner 1 From the Scanner drop down list select one of the options such as Twain Xerox DocuMate 262 2 Click the Setup button A window opens to begin the setup process 24 ScanSoft Scanner Setup Wizard This wizard
95. olders by type CD burner options Show message when ready to burn 5 CD 700 MB Storage location C Users Public Documents Documents transferred to the Burn to CD link are waiting to be written to CD Burn to CD ok Cancel Apy 9 Make sure a CD is in the CD burner 10 Click the Burn to CD button The CD burner begins and your scanned documents are written to the CD NOTE Until you click Burn to CD these files are stored in your computer at C Documents and Settings lt your user name gt Local Settings Application Data Microsoft CD Burning This is where Windows XP and Windows Vista store all files waiting to be burned to a CD by the automatic CD writing wizard If other files are also waiting in this location they will get written with the OneTouch files on the CD NOTE When scanning items to burn to a CD you should always use one of the factory set default configurations or a custom configuration specifically set up for CD burning The default configurations are already set up to send the scanned images to the proper storage location where the Windows XP and Windows Vista CD writing wizard can find the files to burn to the CD Likewise when you create a custom configuration for CD burning the OneTouch software will automatically make sure the storage location is correct To create a custom configuration for CD burning select Burn to CD as the Destination Application
96. ollows e When the check box is selected all pages in the Automatic Document Feeder are scanned the TWAIN interface closes and each page is placed on the PaperPort Desktop as an individual file e When the check box is not selected the scanned pages are not placed on the PaperPort Desktop until you indicate the scanning job is finished by clicking Done on the TWAIN interface then clicking Done on the PaperPort Scan window Multiple pages are stacked on the PaperPort Desktop Note that items scanned as jpg files cannot be stacked on the desktop Please see the PaperPort User s Guide for more information about stacks 6 The option Blank page is job separator is for when you load several separate scanning jobs into the Automatic Document Feeder at the same time Insert a blank page between them and each job will become a separate stack on the PaperPort Desktop when scanning is finished Please see the PaperPort User s Guide for more information about this option 7 Make sure the option Display scanner dialog box is selected If this option is not selected the TWAIN interface will not open when you click the Scan button Instead the items are scanned with the basic PaperPort settings Documents are scanned in Black and White in the pdf file format and Photographs are scanned in Color in the jpg file format 8 Click the Scan button on the Scan pane The TWAIN interface opens and you are now ready to scan from tt
97. on the text format icon and choose the file format for the scanned documents Multi Function Options Select format E Custom z 7 w a Be Ae Select destination A Microsoft WwordPad BMP TIFF JPG FPEF nPDF See ar eee i Simple Text j Create single image files 3 Notepad Select configuration Rich Text Format l E US Letter 4 Word Docurnent Acrobat Reader 8 0 WH A4 Document 8 Comma Delimited 4 Quality Color Document a Excel Spreadsheet L Transfer to Storage amp Color Photo for eMail 6x4 4 flue PEEL Bum to CD ROM E WR Guality US Letter apao E Quality 44 Document 4 Normal PDF y Microsoft Paint E US Legal 4 Minimize Size x Normal 1 j Jj Dele A Refresh Properties New Edit Maximize Quality OCR options Choose a Scan Configuration Click OK The One Touch Properties window closes Now start scanning using Button 7 or other button you set up for archiving When scanning is finished the documents are saved in the text file format and in the location you specified 77 Scanning Checking the Hardware and Setting the Lamp Power Saving 1 Right click on the One Touch icon and choose Show Hardware from the pop up menu Show Hardware Check for Online Updates Show Quick Reference About You can also click the scanner icon at the top of the One Touch Button Panel The Hard
98. opies Enter the number of copies in the Copies box Advanced Click to see additional settings for the device The dialog that opens Is specific to the device For example if the device is your printer the dialog box is your printer s setup settings 2 Click OK or Apply DocuMate 262 Scanner User s Guide 55 Scanning The Storage Options Tab Archive A Storage Options tab is on the Scan Configurations dialog box when the selected Destination Application is set as Transfer to Storage You use the options on this tab to select where you want to save your scanned items for storage when scanning with that particular Scan Configuration Button 7 is set as the default Archive button for scanning to storage with Transfer to Storage as the destination So if you want to have the Scan Configuration apply to Button 7 switch to it first before creating the new Scan Configuration NOTE The selections you make using the Storage Options tab override the storage options that apply to the Storage Properties This means that you can create separate Scan Configurations to store scanned items at various locations in addition to the main location set by the Storage Properties See Storage Properties on page 39 and Transferring Scanned Documents to Storage on page 75 for more details 1 Click on the Storage Options tab Scan Settings Page Settings Storage Options Advanced Settings L S
99. options become active if appropriate The following example of the One Touch window shows the settings for Button 2 The button is set to scan with the scan configuration named Color Document then open PaperPort to display the scanned image The Format and Page s option is set to scan in the PDF image format Multi Function Options Click to select ee options 7 ect format H PDF a x H A Bl The file format of Select destination al the images of IL ScanSoft PaperPort BMP TIFF JPG PDF sPDF the scanned create single image file item Select configuration US Letter 4 The settings that a the scanner uses 44 Document i l when scanning d Color Document with the currently W US Letter 8 selected button WF US Legal 3 in this case 44 Document button 2 4 Quality Business Card Ai Refresh Properties New Copy Edit ok Cancel The settings on the Properties window are Select Destination The list of applications that can open to display the scanned image for the selected button To configure the list of available applications click the Options tab at the top of the dialog box and select the desired options See Selecting Options for a Button on page 47 for more information To make sure all of your computer s Destination Applications are linked to One Touch 4 0 click the Refresh button NOTE Later on If you install new software
100. our computer has found the new hardware or updated the driver database If your computer is running Windows XP or Windows Vista you will see a message similar to the following message Xerox DocuMate 262 AP Device driver software installed successfully DocuMate 262 Scanner User s Guide 15 Installation 16 4 When you re certain that the software has completely loaded return to the Complete the installation by connecting your hardware window Connect the AC Adaptor to the scanner 1 and an outlet 2 Connect the USB cable to the scanner 3 and your computer 4 Finally turn the scanner on 5 Plug and Play will finish installing the scanner Please consult your Quick Install Guide or User s Guide for more details 5 Click OK You can also click More to see a quick overview about accessing and navigating the One Touch Button Panel When you re finished reading the additional information click OK The scanner s status light is green when the scanner and computer are communicating properly 6 Click Close on the Installation Complete window to close and exit the software installer Installation Complete OneTouch 4 0 has been successfully installed Click Close to exit Cancel You can now install additional applications DocuMate 262 Scanner User s Guide Installation Additional Applications Available with Your Scanner Your scanner includes free additional appl
101. ple of duplex two sided scanning the Destination Application is the PaperPort desktop and the two pages are stacked one on top of the other To Cancel scanning click the Cancel button 24 DocuMate 262 Scanner User s Guide Scanning Check the Scan Settings Before Scanning Note The configurations shown on this example of the One Touch Properties window are for illustration purposes only The configurations you see on your One Touch Properties window may be different 1 To check the scan settings before scanning press hold down and then release either the Simplex or Duplex button Press hold down and then release either button to see the setting for the selected LED number The One Touch Properties window opens for you to view and change the settings before scanning This sample shows the current description of setting 6 Multi Function Options B OCR Select destination Microsoft Excel BMP TIFF JPG Microsoft Explorer Select configuration 3 Quality US Legal j wz Microsoft WORD Quality US Letter Quality 44 Document H Microso ordian Quality 44 Document w 7 Notepad Configure Before Scan Quality US Letter eecec co Quality US Legal Refresh Properties New copy Edit Delete ok caa _ The One Touch Button Panel also opens with the description of the selected settings To Refresh
102. plexity of the document its conversion to the HTML format may take a few moments NOTE If you have OmniPage Pro installed on your computer you may see a thumbnail of the page Click on the thumbnail to see the full page I MSN com Windows Internet Explorer Top 10 Reasons to Buy 1 Save Time and Effortwith Unmatched OCR Accuracy NA CH I9g 10s Co va LUD cr scoray Mal oui Hess cs NAIM SIC Mates CU mae ve Logs Mocca st 1s tcs Cclolis oas Colm scoracy C1 Mogi st Coounetis 2 Maintain Perfect Formatting Ce loc coum ts Os ecmcly w hegg compelew A counts isnes Duais atc ganhos 3 Make Your Paper Forms Digital JU CY a Scorsicy scat or ms s m SS oomen Pemic Secectoictr m hal ortus tw hegga 3 as PU fora sc a 4 Streamline Tasks with Custom W orkflows he cow Oslo Mya scwryo ik sviotsk yo Te 6 Speed is What You Need Omna aye Froles cis s aN Dona OD onh mms wo von J IU S2ZSh NSoSLe 1 anra oP Trdessc ts Petsties nos scores gt gt Bi gt a pp Page G Tools CREATE EDIT AND CONVERT POF FILES OrmniPags Professional supports the creation of searchable POF fles from arty paper or electronic document OmriPage Professional aso alova you to tum POF files even image only files directly into your favorite editable document format Complete POF functionality is at your fingertips with features like encryption and digtd signature capabilities to enable easy and secure document edit
103. re not deleted and the TWAIN interface remains open You can place a new page in the ADF adjust the TWAIN settings for the new page then click on the scan button in the TWAIN interface to continue scanning At the end of the scanning batch all pages from the first portion of the scan and second will be sent to the Destination Application Choose this option if for instance you have been scanning a black amp white document but you want to insert a color page into the document Instead of having to re scan the entire stack you can stop the current scan change the Picture Type from Black amp White to Color then restart the scanning without losing the pages already scanned 64 DocuMate 262 Scanner User s Guide Scanning Scanning with Optical Character Recognition OCR Optical Character Recognition OCR is like a printer in reverse Instead of printing what s on the screen onto paper OCR converts text and numbers on a scanned page into editable text and numbers You can then work with the text and numbers to edit spellcheck change font or type size sort calculate and so forth NOTE For all OCR processing use the original factory settings for OCR scanning that came with your scanner When scanning with other settings use at least 300 dpi for the resolution If the original documents are of poor quality and have small type 400 dpi can be used as the maximum resolution The One Touch OmniPage Module or the OmniPage P
104. rk of X1 Technologies Inc Microsoft is a U S registered trademark of Microsoft Corporation Windows is a trademark and SharePoint is a registered trademark of Microsoft Corporation ZyINDEX is a registered trademark of ZyLAB International Inc ZyINDEX toolkit portions Copyright 1990 1998 ZyLAB International Inc All Rights Reserved All other products mentioned herein may be trademarks of their respective companies Information is subject to change without notice and does not represent a commitment on the part of Visioneer The software described is furnished under a licensing agreement The software may be used or copied only in accordance with the terms of such an agreement It is against the law to copy the software on any medium except as specifically allowed in the licensing agreement No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information storage and retrieval systems or translated to another language for any purpose other than the licensee s personal use and as specifically allowed in the licensing agreement without the express written permission of Visioneer Part Number 05 0665 300 Restricted Rights Legend Use duplication or disclosure is subject to restrictions as set forth in contract subdivision c 1 ii of the Rights in Technical Data and Computer Software Clause 52 227 FAR14 Material scanned by this product may b
105. ro software must be installed on your computer in order to use the OCR options with the One Touch 4 0 software and your DocuMate 262 scanner One Touch 4 0 and OmniPage Pro work together to combine scanning with OCR processing into one integrated step The One Touch OmniPage Module was automatically installed when you installed your driver the OmniPage Pro software is on the Disc 2 CD that you received with your scanner The One Touch OmniPage Module and the OmniPage Software can both be installed on your computer at the same time however the features in the One Touch OmniPage Module will take precedence over the OmniPage software features when using One Touch 4 0 The One Touch OmniPage Mini Guide is available on the Disc 1 installation CD With the One Touch OmniPage Module or OmniPage Pro software installed the OCR process is automatic when the page format on the One Touch Properties window is a text format such as DOC TEXT XLS RTF and so forth NOTE If you have uninstalled the One Touch Omni Page Module or the OmniPage Pro software from your computer items scanned as a text format are still converted with the OCR process however the options available with the process are then limited DocuMate 262 Scanner User s Guide 65 Scanning To scan with OCR 1 Toscan using the buttons on the scanner press the Destination Selector until the LED is at 6 then press the Simplex or Duplex button NOTE One Touch Button
106. roblems you may have a malfunctioning scanner Refer to the technical support card that you received with your scanner Also visit our web site at www xeroxscanners com for additional technical information Problem The scanner won t scan What s wrong Check for one of these possible problems e Are the cables loose or not plugged in securely Inspect the cable connections Make sure the cables are plugged in securely e Is the scanner s status light on Turn on the scanner s power If the status light doesn t come on plug the power supply into another electrical outlet e Did you restart the computer after installing the software If you didn t restart the computer it may not have loaded all of the software files Try restarting your computer e Did you plug the scanner into a USB hub If you re using a USB hub to connect the scanner the hub must have its own power supply If the hub does not have its own power supply plug the scanner into a USB port on the computer e Did you select another scanning source in the PaperPort Scan Pane If you use multiple devices with your computer you may have selected another source for images Start the PaperPort software and click the Scan icon then make sure Xerox DocuMate 262 is selected as the scanner Problem During installation got the error message PaperPort Installation is not complete What do I do The installation procedure was not successful You need to reinstal
107. rs DocuMate 262 Scanner User s Guide When archiving documents with the Transfer to Storage option you can scan them to multiple folders For example one folder might be for Business Receipts a second folder might be for Personal Receipts and a third folder might be for Annual Receipts To scan to multiple folders you create multiple scan configurations with Transfer to Storage as the Destination Application and assign each scan configuration to one of the scanner buttons Setting up multiple folders for transfer to storage 1 Using Microsoft Windows create the folders that you want to use for storing scanned items Note that you can also create the folders later while creating the new scan configurations Open the One Touch Properties window Select Transfer to Storage as the Destination Application Click the New button Multi Function Options a Select format JH Archive _ w a ep ee Select destination FA Pa Transfer to Storage BMP TIFF JPG PDF sPDF Burn to CD ROM E Select configuration Quality US Legal Sharepoint Quality US Letter Quality Business Card Select Transfer to Storage Quality 44 Document Quality 44 Document W Configure Before Scan E Cual US Lette Ne Click the New button Refresh Properties ok _ Cancel _ Woes Copy Edit Delete The Scan Configuration Properties dialog box opens
108. s essentially from your scanner to a web ready format in one automatic step To scan and create an HTML web page 1 2 DocuMate 262 Scanner User s Guide Open the One Touch Properties window Using the arrows choose Button 8 or any other button that has Microsoft Explorer as one of its Destination Applications Select Microsoft Explorer as the Destination Application Choose HTML as the Page Format Multi Function 8 Custom Select destination x Microsoft Excel Zn Microsoft Explorer 2 Microsoft WORD Select format EMF TIFF JPG FEF Create single image files Choose HTML Select configuration E Quality A4 Document E US Legal W Configure Before Scan g Color Magazine Quality US Legal Ll Storage for Business Receipts a Microzott WordPad y Notepad Acrobat Reader 8 0 Storage for Personal Receipts Choose a Scan Configuration that has the settings for the image on the HTML page For example if you want the image to be in color on the HTML page choose a color configuration Click OK The One Touch Properties window closes Now on the One Touch Button Panel click Button 8 or if you used another button click it When scanning is finished the document is first converted to editable text using the OCR process then is converted into an HTML format Microsoft Internet Explorer then opens showing your converted page 73 Scanning 4 NOTE Depending on the com
109. s location is set to United States the default page size in each profile is based on the United States standard page sizes such as 8 5 x11 e If the Windows location is set to United Kingdom the default page size in each profile is based on the ISO 216 standard and the majority of the profiles will default to A4 NOTE The email application will default to the email program specified in the internet options of Internet Explorer DocuMate 262 Scanner User s Guide 29 Scanning Configuring the One Touch Buttons 30 Right click on a button for example button 2 and the Properties window opens for that button oO Xerox DocuMate 262 PDF Print eMail Fax Each One Touch button configuration consists of a Destination Application a Scan Configuration and a Document Format The One Touch Properties window is where you select these three elements for a button To open the One Touch Properties window 1 Click the One Touch icon It is located in the Windows Notification Area at the bottom right corner of the screen 2 Right click a button on the One Touch Button Panel REMINDER Remember that left clicking a button on the One Touch Button Panel starts the scanner scanning Right clicking opens the One Touch Properties window The One Touch Properties window opens for that button Multi Function ic PD F Select format i a Select destination pi o ScanSoft PaperPort BMP TIFF J
110. s the scanned image to a printer fax application or other device You use the options on the Device Settings tab to select settings for the device 1 Click on the Device Settings tab Scan Settings Fage Settings Device Settings r Advanced Settings Fage options 5 Fit to page reduce image if necessary Actual size crop image if necessary FaR enter image on page E 7 AutoRotate image for best fit E Collate copies Copies 1 Advanced i Fit to page reduce image if necessary lf 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 lf 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 Center image on page The image will be printed in the center of the page instead of at the top right corner Maintain aspect ratio The aspect ratio is the length to width relationship of the image s dimensions Select this option so the image s relative proportions remain constant AutoRotate image for best fit If the image is a Landscape format and the device is printing in the Portrait mode or vice versa rotate the image to fit on the page Collate copies lIf you are printing more than one page collate the c
111. scan settings as needed put the document in the scanner then click the icon on the One Touch panel Also use this One Touch method of scanning if you want to access the advanced features of Optical Character Recognition OCR available from the OmniPage Pro application See Scan from the One Touch Button Panel on page 26 e TWAIN Interface This option uses your scanner s TWAIN interface to scan Select scanning options before scanning put the document in the scanner then click a button on the TWAIN interface window See Accessing the TWAIN Interface from PaperPort on page 81 e Windows Image Acquisition WIA This option uses the Microsoft Windows set of choices for scanning Select the WIA scan settings put the document in the scanner then click a button on the WIA window Scanning with WIA is only available if your computer is running Windows XP or Windows Vista See Scanning with the WIA Interface on page 95 e ISIS Interface This option uses the ISIS interface for scanning Select the ISIS scan settings put the document in the scanner then click a button on the ISIS window See Scanning with the ISIS Interface on page 99 DocuMate 262 Scanner User s Guide Scanning Load and Scan Documents When you press either the Simplex or Duplex button documents are scanned using the scan settings indicated by the LED number The scanned images are then sent to a software application known as the Destin
112. ss DocuMate 262 Scanner User s Guide 85 Scanning with the TWAIN Interface from PaperPort Define page size Click this option to activate the Define button Then click the Define button to see the Define page size dialog box for selecting a specific page size Standard Letter 8177 in Custom Width 8 50 Height 17 00 Inches OF Cancel Click Standard click the menu arrow and choose a page size from the list or click Custom and enter the horizontal and vertical page dimensions in the boxes The maximum size is 8 5 x 14 The units of measurement can be inches or millimeters Click the name of the units inches or mm millimeters to toggle between them Click OK The currently selected page size appears in the middle of the TWAIN interface on the lefthand side The Define page size option cannot be used with AutoCrop to original AutoScan on document insertion Your Xerox DocuMate 262 scanner includes AutoLaunch technology that senses when an item is inserted into the paper feed and starts scanning immediately Select this option to turn on the AutoLaunch feature The item is scanned with the current settings on the TWAIN interface If this option is not selected the scanner waits for you to click the Scan button To scan from the TWAIN interface 1 86 Select the options you want from the TWAIN interface then load the documents with their tops into the Automatic Document Feeder To sc
113. te Do 5 icon becomes a key w Grayscale 200 dpi wf Color Mode Resolution Brightness Contrast NOTE If you select a printer or other device in the Select Destinations list the dialog box may have an additional Device Settings tab for setting specific options for the particular device DocuMate 262 Scanner User s Guide Scanning 5 Select scan settings for the new scan configuration Mode Select a scanning mode e Black amp White to scan in black and white For example letters and memos are usually scanned in black and white This scan mode produces the smallest file size e GrayScale to scan items such as documents containing drawings or black and white photographs The scanning produces an image of up to 256 shades of gray e Color to scan color photographs and other color items Color scans have the largest file size Resolution Drag the slider to the right or left to adjust the dots per inch dpi of the resolution The maximum resolution is 600 dpi the minimum is 50 dpi The higher the dpi setting the sharper and clearer the scanned image However higher dpi settings take longer to scan and produce larger files for the scanned images Brightness and Contrast Sometimes an item 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
114. that can be used as a Destination Application click the Refresh button again to link the new software to One Touch 4 0 DocuMate 262 Scanner User s Guide 31 Scanning 32 Select Configuration The list of available scan configurations for the selected button 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 US Letter Click the icon ofa l EH 44 Document selected configuration 7 olor Document to view Its settings g Color Photo 6x4 US Legal Configure Before Scan Quality Color Photo 6x4 T eg These icons next to each scan configuration indicate the scanning mode 3 aa 6 H Color Black and White Grayscale Configure Before Scan NOTE Use Configure Before Scan if you want to set the scanning mode manually before scanning See Configure Before Scan on page 62 You can also click the Edit button or double click the configuration to see more detailed information about the selected configuration Select Format and Page s A set of file formats for the scanned image for the selected button The formats are based on the type of destination application you select This example shows the formats that apply to the PaperPort Desktop i i E BMF FOF TIFF JPG The button names indicate their file
115. the available formats are for graphics such as omp and jpg 5 Click OK to accept any changes and close the window To accept changes but keep the window open to work with other features click Apply Note that while the One Touch Properties window is open you cannot scan yet by clicking a button on the One Touch Panel You must click OK or close the One Touch Properties window first However you can scan at any time by pressing the Simplex or Duplex button on the scanner When you are finished selecting new settings for a button and you press or click a scanner button the document is scanned using the newly configured settings for that button 34 DocuMate 262 Scanner User s Guide Scanning Setting Destination Application Properties The different types of Destination Applications have various properties that you can select 1 On the One Touch Properties window click a Destination Application 2 Click the Properties button Click a Destination Application Click the Properties button Muti Function Options Select format H PDF ae w a g amp b ScanSoft PaperPort BMP TIFF JPG PDF Create single image files Select configuration US Letter 44 Document 8 a Color Document 8 US Letter US Legal 8 E A4 Document 8 A Quality Business Card E A One Touch 4 0 Link Properties dialog box opens for the type of Destination Application you selected
116. the name s text and type a new name Click the arrows to get to the button to rename then select the name text H SE Dark Print 4 Click OK or Apply The button is now renamed oO Xerox DocuMate 262 by by ob 3h oS EJ Scan Dark Print Print eMail Fax DocuMate 262 Scanner User s Guide Type a new name for the button Scanning Selecting Options for a Button The One Touch Options determine the types of Destination Applications available for a button as well as the location of the files of your scanned items To select options 1 Open the One Touch Properties window and click the Options tab Options tab Multi Function Options L Select Button eMail Show all destinations Select destinations E Document management Fil Email E Image editors i e Paint E Storage and CD RW E Text editing applications i e Word Fax and Print E PDF applications E STI event forwarding F Show progress window Show status updates E Create copies of scanned documents W Use enhanced folder browser Folder copy options Location C Users Public Documents Folders Group items by button Group items by type None SubFolders Group items by week Group items by month None CED Cee i Cee 2 Click the Select Button menu arrow and select the button for DocuMate 262 Scanner User s Guide new options Select button options as described below S
117. the new driver can be installed 1 Uninstall the One Touch 4 0 driver a Open the Windows Control Panel b Windows 2000 and XP Double click on Add Remove Programs Windows Vista Double click on Programs and Features Select One Touch 4 0 then click on the Remove button d An Add or Remove message box opens and asks if you are sure you want to remove One Touch 4 0 from your computer Click Yes The One Touch 4 0 software is removed from your computer Unplug the scanner USB cable Reboot restart your computer Follow the instructions in Step 2 Install the Software on page 7 of this User Guide and follow steps for installing one of the other driver options NOTE The One Touch 4 0 driver is required for the scanner s buttons to function If you select a driver without One Touch 4 0 the scanner buttons will not initiate scanning 108 DocuMate 262 Scanner User s Guide Maintenance Xerox DocuMate 262 Scanner Specifications Optical resolution Bit depth Maximum item size Minimum item size Scan method ADF specifications Scanning Speed Capacity Paper Thickness Light source Interface Scanner dimensions Height Width Length Weight Operating temperature Relative humidity Power adaptor Power consumption Power cord USB cable Safety and agency certifications DocuMate 262 Scanner User s Guide 600 x 1200 dpi 48 bit color internal 8 5 x 14 3 5 x 2 Automatic
118. then click the New button and create the new configuration You won t need to select a storage location because it will be correctly preset for you by the OneTouch software Note however that if you have created other custom configurations with different storage locations for example see Scanning to Multiple Folders on page 57 do not use them for the Burn to CD Destination Application Otherwise the Windows XP and Windows Vista CD writing wizard will not be able to find the images to burn onto the CD DocuMate 262 Scanner User s Guide Scanning Scanning with Event Forwarding If you want to specify an application to use for scanning at the start of the process you can use event forwarding The scanner will feed in the first page but will then stop until you select the application to use After you select the application its interface will open and you can use it to continue with the scanning To scan with event forwarding 1 Open the One Touch Properties window 2 Using the arrows choose a button to use for the event forwarding 3 Select Still Image Client as the Destination Application Note that you cannot choose a page format for this option because the actual destination application is not selected until after the scanner feeds in the first page of your document Multi Function z l Select format 8 Custom Select destination amp H Transfer to Storage EMP TIFF JPG PDF Create single ima
119. ts on page 43 for details FA Al Al i ti Pal FA DOL RTF SLS CSW HTML nPDF sPDF TEAT My DocuMate 262 Scanner User s Guide 41 Scanning 42 Create Single Image Files The TIFF and PDF formats support multiple page documents If you are scanning as a TIFF or PDF file and want one file created for each image scanned select Create single image files Note that this option is automatically selected and disabled if you have selected a format that only supports single pages such as BMP or JPG Select format 5 z im m im a A e BRP TIFF JPG PDF TET Create single image files 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 Both of those file formats tend to be larger than the JPEG format Because JPEG image files can be reduced in size the JPEG format is often used for images on web pages or if file size might be a problem when electronically sending the files JPEG files are reduced in size by lowering their image quality and you can select the degree of quality for your scanned images from the JPEG file format icon The PDF format is often used to create images of text pages You may want to select PDF as the page format when scanning text pages that do not require OCR processing or ot
120. types See Selecting Page Format Options on page 41 for more information about the available formats s sPDF Options tab Displays a window for selecting options related to the selected destination application for the scanned image DocuMate 262 Scanner User s Guide Scanning Selecting New Settings for a Button For each of the nine One Touch buttons you can select a new Destination Application Scan Configuration and Document Format Click these arrows to see the properties for the button whose settings you want to change Select a software application as the destination to send scanned documents Multi Function Options Select destination f ScanSoft PaperPort Select format w e ee a e BMP TIFF JPG PDF sPDF H PDF Select a format for the scanned image Select configuration US Letter 44 Document g Color Document US Letter US Legal E 44 Document 4 Quality Business Card Select a configuration for scanning the item eecec eo ooo m gt Refresh Properties New Copy Edit Delete Cancel To select new settings for a Scanner Button 1 Click the button selection arrows to select the button you want to change Each button has its own settings So as you click the arrows to cycle through the buttons the available settings on the window change to show them for each button From the Select
121. ware icon E Xerox DocuMate 262 Fy b DM 252 If the Hardware View of the panel is open you can also right click on the DM262 icon The Hardware Properties dialog box opens and shows information about your Xerox DocuMate 262 scanner Workgroup hardware status mr Local Host mee xerox DocuMate 262 Selected hardware capabilities Xerox DocuMate 262 K Scanner Type Automatic Document Feeder Duplex Capable K Optical Resolution 600 x 1200 dpi 48 bpp internal color Max Document Size 8 50 x 14 00 OneTouch Button Count 9 78 DocuMate 262 Scanner User s Guide Scanning 2 Click the Properties button Device Settings Information yA Device name Xerox DocuMate 262 E r Driver version 4 0 6 515 Firmware version 2 00 Interface USB Documents Scanned 4866 Pages To avoid document feeder problems please replace the pad after 20 000 pages The documentation and help system shows you how Control Enable power save mode 15 Min Lampon Lamp off Your scanner has a built in power saving feature that is set to power down after 15 minutes of idle time You can change the time before the scanner powers down from 1 minute to a maximum of 10 hours Click the arrows for the Lamp timeout setting and choose a time setting To turn the lamp on and off manually without turning off power to the scanner click the Lamp On or Lamp Off buttons To r
122. y type Storage location C Business Receipts 11 Click Apply 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 Storage for Personal Receipts 13 Make sure to designate separate folders as the Storage Locations for the new configurations You will now have multiple configurations set up for the Transfer to Storage destination and each configuration scans documents to separate folders 2 E St ora g e 4 Select format a a eB Select destination Last BMP POF Transfer to Storage TIFF JPG TEXT HH E Create single image files Bum to CD ROM E Select configuration og E Quality US Letter Sharepoint Quality 44 Document W Configure Before Scan E Quality US Legal The new configurations apply to the Transfer to E4 Storage for Personal Receipts Sto rage Destination Application w Storage for Business Receipts Fonty Help DocuMate 262 Scanner User s Guide 59 Scanning 60 14 Now click the arrow buttons to select a scanner button for each new configuration Click Apply to set that button for that configuration The following examples show that buttons 7 and 8 have been set to scan to each of the new configurations Mia Fundin Opina Mu Pudin Dptos f Select format J Select formal E Storage 1 season ESN A E Storage 2 i T 4 p B Pori Es LBs r L Ca ay ce f h g Daage a
123. y type CD burner options Show message when ready to burn 5 CD 700 MB Your scanned documents will be stored at this location Storage location C Wsers Public Documents Documents transferred to the Burn to CD link are waiting to be written to CD DocuMate 262 Scanner User s Guide 75 Scanning To Transfer Documents to a Server or Mapped Drive When selecting the storage location for scanned documents you can select a local folder or a folder on a server or mapped drive You select a mapped drive using the Browse button See The Storage Options Tab Archive on page 56 for more information about storage options 1 On either the One Touch 4 0 Link Properties window or from the Scan Configuration Properties window click the Browse button Sarge Scan Settings Page Settings Storage Options Advanced Settings Select folder and transfer options rm Documents dropped on this link will be transferred to aA storage devices i e fle system or CD Burner a Storage layout All documents are in the root a Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type CD burner options Show message when ready to burn 5 CD 700 MB Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type

Xerox Documate 262

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