Fujitsu ScanSnap Organizer Operation & User’s Manual

Text of Fujitsu ScanSnap Organizer User Guide:

• Fujitsu ScanSnap Organizer, 2.1 Main Window 18 z Application Button Displays the Application Menu. For details about Application Menu, refer to ScanSnap Organizer Help. z Quick Access Toolbar Frequently-used functions are added in the Quick Access Toolbar. Functions and their locations in the Quick Access Toolbar can be changed. z Ribbon Ribbon has the following tabs. Each tab contains functions that can be performed in the Main Window. The contents of each tab appear by clicking the tab. -[Home] tab -[View] tab - [Actions] tab For details about each tab, refer to "Ribbon" (page 23). z Basic Search Toolbar Contains items for searching files. z Folder List Pane Shows the ScanS

• Fujitsu ScanSnap Organizer, 43 Index A ABBYY FineReader for ScanSnap ........... 38 actions ....................................................... 35 Actions/Keywords List Pane ..................... 18 Adobe Acrobat search .............................. 36 Application Button ............................... 18, 26 B Basic Search Toolbar ................................ 18 C changing the window display .................... 37 converting into searchable PDF files ........ 35 D digital signature mark ................................ 22 distributing files ......................................... 36 E editing files .............................................

• Fujitsu ScanSnap Organizer, 2.2 Viewer Window 32 Crop Crops the selected page. Set Keyword Sets a keyword for a PDF file. A character string in the selected page is recognized (OCR process) and set as a keyword. Select All Selects all the pages. Select displayed page only Selects the displayed page only. Item Button name Description

• Fujitsu ScanSnap Organizer, Introduction 6 For Windows XP Users This manual is based the assumption on that Windows 7 or Windows Vista is used as the operating system. If you are using Windows XP, ScanSnap Organizer screen display varies as indicated below. Please be aware of this when referring to this manual. SharePoint Portal Server 2003 : Microsoft ® SharePoint ® Portal Server 2003, English version SharePoint Foundation 2010 : Microsoft ® SharePoint ® Foundation 2010, English version SharePoint Services 2.0/3.0 : Microsoft ® Windows ® SharePoint ® Services 2.0/3.0, English version SharePoint : SharePoint Server 2010, SharePoint Serve

• Fujitsu ScanSnap Organizer, 2.2 Viewer Window 29 Show Pages Panel Displays pages in thumbnails. ■ Ribbon The items and functions shown on the Ribbon of the Viewer Window are as follows: [Home] Tab Item Button name Description First Page Shows the first page. Previous Page Shows the previous page. Page Number Shows a page specified by the number of the page. Next Page Shows the next page. Last Page Shows the last page.

• Fujitsu ScanSnap Organizer, 1.3 System Requirements 12 1.3 System Requirements The system requirements for ScanSnap Organizer are as follows. *1 : If the ScanSnap system requirements are higher than those described above, it is recom- mended that ScanSnap Organizer be used under the ScanSnap system requirements or higher. *2 : When the font size is large, some screens may not be displayed properly. In that case, use a smaller font size. The following application is required for the use of the search function. z For Adobe Acrobat searches z For Windows Desktop Searches *: Windows 7 and Windows Vista already contain a fun

• Fujitsu ScanSnap Organizer, 1.4 Starting Up and Exiting ScanSnap Organizer 14 1.4 Starting Up and Exiting ScanSnap Organizer This section describes how to start up and exit ScanSnap Organizer. ■ Starting Up ScanSnap Organizer Directly Start Up ScanSnap Organizer Start up ScanSnap Organizer in one of the following ways: z Double-click the [ScanSnap Organizer] icon ( ) on the desktop. z Click [Start] →[All Programs]→[ScanSnap Organizer]→[ScanSnap Organizer]. Start Up from ScanSnap Manager Start up ScanSnap Organizer from ScanSnap Manage

• Fujitsu ScanSnap Organizer, 2.1 Main Window 25 [Actions] Tab * : .NET Framework 3.0 must be installed in advance. If the application associated with the scanner is installed, the following functions will be avail- able. *1 : ABBYY FineReader for ScanSnap (4.1 or later is recommended) must be installed in advance. *2 : Rack2-Filer (V5.0 or later is recommended) must be installed in advance. *3 : Evernote for Windows 3.5 or later must be installed in advance. *4 : Scan to Microsoft SharePoint must be installed in advance. Item Button name Description Scan t

• Fujitsu ScanSnap Organizer, 2.2 Viewer Window 27 z Ribbon Ribbon has the following tabs. Each tab contains functions that can be performed in the Viewer Window. The contents of each tab appear by clicking the tab. -[Home] Tab -[Edit] Tab For details about each tab, refer to "Ribbon" (page 29). z Pages Panel Displays pages in a PDF or JPEG file in thumbnails. The Pages Panel and Page View together form a "window". z Page View Displays a page selected in the Pages Panel. The Pages Panel and Page View together form a "window". z Status Bar Shows the following information. The information shown on the Status Bar can be changed. - File format (Icon indicates PDF or JPEG file) - Text Mark

• Fujitsu ScanSnap Organizer, Introduction 5 Screen Examples in This Manual Screenshots in this manual are used according to guidelines provided by Microsoft Corporation. The screen examples in this manual are subject to change without notice in the interest of product improvement. This manual uses Windows Vista screen examples. Depending on the operating system, the actual screen may differ from the screen examples shown in this manual. In this case, operate by following the actual screen displayed. Abbreviations Used in This Manual The following abbreviations are used in this manual. Windows 7 : Windows ® 7 Starter operating system, English version Windows ® 7 Home Premium operating sys

• Fujitsu ScanSnap Organizer, 2.1 Main Window 21 zThumbnail View The following view appears when the File List Pane is displayed in thumbnails (shrunk images of file contents). The Thumbnail View contains the following. z Thumbnail PDF and JPEG files are displayed in thumbnails. Other kinds of files are displayed with the icons of applications associated with those files. z Keyword If the [Show Keywords] check box on the [View] tab is selected, the keyword set for the file is displayed. z [Page Forward/Backward] Buttons Appears when the file has multiple pages. They operate as follows: Moves to the first page. Moves

• Introduction 4 ■ About This Manual Structure of This Manual This manual consists of the following: Chapter 1 ScanSnap Organizer Overview This chapter provides an introduction and overview of the ScanSnap Organizer features and system requirements, and describes how to start up and exit ScanSnap Organizer. Chapter 2 ScanSnap Organizer Windows This chapter provides a basic explanation of

• 1.3 System Requirements 13 .NET Framework 3.0 is required to use the Microsoft Office SharePoint Server linkage func- tion or the Scan to Google Docs function. The relationship between each operating system and .NET Framework is as follows: *1 : .NET Framework 3.0 is included in .NET Framework 3.5 (SP1 or later). It is recommended to install the latest update in the operatin

• Fujitsu ScanSnap Organizer, 3.1 Function List 38 ■ Using with ABBYY FineReader for ScanSnap PDF files scanned with the ScanSnap can be converted into the following file formats by installing and using ABBYY FineReader for ScanSnap (4.1 or later is recommended). z Word z Excel z PowerPoint ■ Using with Rack2-Filer PDF files can be saved in Rack2-Filer by installing Rack2-Filer (V5.0 or later recommended). ■ Using with Evernote When Evernote for Windows 3.5 or later is installed, you can use it to save files to Evernote. PDF files can be converted to searchable PDF before being saved to Evernote. To save a file to

• Fujitsu ScanSnap Organizer, Contents 8 ■ Changing the Window Display ............................................................. 37 ■ Using with the ScanSnap ..................................................................... 37 ■ Using with ABBYY FineReader for ScanSnap ..................................... 38 ■ Using with Rack2-Filer ......................................................................... 38 ■ Using with Evernote ............................................................................. 38 ■ Using with SharePoint.......................................

• 1.2 Features 11 1.2 Features ScanSnap Organizer contains the following features: z Pages can be flipped through in thumbnails. z Characters in PDF files scanned with the ScanSnap can be recognized (OCR func- tion), character strings marked by a highlight pen can be set as keywords, and the PDF files are converted into searchable files. Searchable PDF files can be searc

• Fujitsu ScanSnap Organizer, 3.1 Function List 37 z Windows Desktop Search All files can be searched. Search results are shown in the [Search results] folder created during a search in the Folder List Pane of the M ain Window. ■ Changing the Window Display The window display can be changed for the following: z Main Window - File List Pane (display style) - Thumbnail (including file name and keyword) - Pop-up thumbnail z Viewer Window - Display format (view mode) - Multiple windows arrangement - Page from a file with multiple pages - Display size of a page z

• Fujitsu ScanSnap Organizer, 44 Index R Rack2-Filer ................................................ 38 Ribbon .....................................18, 23, 27, 29 S Scan to Microsoft SharePoint ................... 40 searching files ........................................... 36 setting a keyword ...................................... 36 Show All .................................................... 28 Show Pages Panel .................................... 29 Show the Page Only ................................. 28 starting up ScanS

• Fujitsu ScanSnap Organizer, 9 Chapter 1 ScanSnap Organizer Overview This chapter provides an introduction and overview of the ScanSnap Organizer features and system requirements, and describes how to start up and exit ScanSnap Organizer. 1.1 Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 1.2 Features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 1.3 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 1.4 Starting Up and Exiting ScanSnap Organizer . . . . . . . . . . . .

• Fujitsu ScanSnap Organizer, 3.1 Function List 35 ■ Importing/Exporting Files Files can be imported or exported. z Import File Copy files from a folder not managed with ScanSnap Organizer to the [ScanSnap] folder ([My ScanSnap] folder for Windows XP). z Export File Copy files from the [ScanSnap] folder ([My ScanSnap] folder for Windows XP) to a folder not managed by ScanSnap Organizer. ■ Using Actions "Actions" are frequently-used functions that help you make efficient use of ScanSnap Orga- nizer. The following operations can be performed easily by selecting a file and clicking an icon on the [Actions] tab (Ribbon or Actions/Ke

• 3.1 Function List 39 Notes when using SharePoint (Operations that cannot be performed) For files, folders, and libraries on the SharePoint site, the following operations are not available. z The following file/folder/library operations - Create shortcut to folder - Rename z for a folder in which sub-folders or files exist z for a file name longer than 128 bytes - Copy z Copy folders z Cop

• Fujitsu ScanSnap Organizer, 2.1 Main Window 23 ■ Ribbon The items and functions shown in the Ribbon of the Main Window are as follows: [Home] Tab Item Button name Description Cabinet Creates a new cabinet in the Folder List Pane. Folder Creates a new folder under a cabinet in the Folder List Pane. Shortcut to Folder Creates a shortcut to a folder to display it in the Folder List Pane. Clicking displays the submenu. Clicking performs the same operation as when [Shortcut to Folder] in the submenu is clicked. Cut Cuts the

• Fujitsu ScanSnap Organizer, 2.2 Viewer Window 30 Switch View Switches the view mode of the Viewer Window. z Show All (Pages Panel and Page View) Shows the Pages Panel and Page. z Show the Page Only Shows the page only. z Show Pages Panel Shows the Pages Panel only. Clicking switches the view mode. Clicking displays the submenu. Zoom In Magnifies the page. Zoom Out Shrinks the page. Zoom To Zooms to the specified scaling. Zoom at 100% Shows the page with a scale of 100%. Fit Height Fits the page to the window height. Fit Widt

• Fujitsu ScanSnap Organizer, 3.1 Function List 34 3.1 Function List The following shows the functions of ScanSnap Organizer. For details and information about how to use the functions, refer to ScanSnap Organizer Help. ■ File/Folder/Cabinet Management You can perform the following operations for files/folders/cabinets. z Create new cabinet z Create new folder z Create shortcut to folder z Delete shortcut to folder z Check shortcut to folder z Cut z Copy z Paste z Delete z Rename z Change ScanSnap folder z Rearrange z Refresh ■ Editing Files You can perform

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