Xerox DocuMate 262, User Manual

Page 1: ...DocuMate 262 user s guide scanner...

Page 2: ...DocuMate 262 scanner user s guide...

Page 3: ...nologies 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...

Page 4: ...uch Button Panel 27 The Default One Touch Settings on Your Scanner 29 Configuring the One Touch Buttons 30 About the One Touch Properties Window 30 Selecting New Settings for a Button 33 Setting Desti...

Page 5: ...e Automatic Document Feeder 100 Clearing Paper Jams 101 Replacing the ADF Pad Assembly 102 Troubleshooting 103 Status Light Troubleshooting Codes 105 Uninstalling Your Scanner 107 Uninstalling the Sca...

Page 6: ...e 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 Scanne...

Page 7: ...ex 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 scan A rapidly flashing green light indicates the scanne...

Page 8: ...t or True Color 24 bit or 32 bit Resolution set to at least 800 x 600 pixels To set your monitor s colors and resolution Open the Windows Control Panel Double click on Display then select the Settings...

Page 9: ...ion 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 o...

Page 10: ...Carefully remove the protective foam from the ADF cover release then press the release and open the Automatic Document Feeder cover 3 Carefully remove any foam particles that may have gotten inside t...

Page 11: ...Mate 262 Scanner User s Guide 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 I...

Page 12: ...start check the following Make sure the DVD drive s door is completely shut Make sure the DVD was inserted in the drive in the proper direction label side up To launch the DVD manually Open the Window...

Page 13: ...4 Make sure the boxes for Nuance PaperPort and Scanner Driver are checked 5 Click Install Now 6 The Select Language window opens Click the drop down menu arrow and select the language to use Click OK...

Page 14: ...current values or enter new information then click Next 4 On the Setup Type window keep the default Setup Type and click Next 5 Click Install to begin the installation Reminder If your computer is ru...

Page 15: ...d the scanner driver will not be installed The next window lists the choices of the drivers that you can install for your scanner 3 Select the option you want Note Some of the options listed in this w...

Page 16: ...om 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...

Page 17: ...ned 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 Ne...

Page 18: ...2 scanner 1 Plug the power supply into the power port on the scanner 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...

Page 19: ...ance however your scanner will also connect to a USB 1 1 port 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 ma...

Page 20: ...he 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...

Page 21: ...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...

Page 22: ...VD into the DVD ROM drive The Installation menu opens 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...

Page 23: ...y 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...

Page 24: ...ides are in Adobe Acrobat PDF format The DVD 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 ope...

Page 25: ...how to setup the SharePoint link and use the SharePoint features when choosing new scan settings for your scanner The One Touch VRS Mini Guide has information about a new feature in the One Touch 4 0...

Page 26: ...Online Updates from the pop up menu 3 Follow the instructions on the screen and register your scanner by entering your scanner s serial number and your email address The serial number is located on th...

Page 27: ...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...

Page 28: ...oad 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 bo...

Page 29: ...A scan progress window opens and the image is sent to the selected application from the One Touch utility In this example of duplex two sided scanning the Destination Application is the PaperPort des...

Page 30: ...lick the Apply button the information in the One Touch panel will update to show the new settings 2 When you are ready to scan press either the Simplex or Duplex button or click OK to close the window...

Page 31: ...arrows to cycle through all 9 settings 3 On the screen not on the scanner click the button you want to use to scan The scanner begins scanning When the process finishes the scanned images appear in th...

Page 32: ...the icon you want to use to scan 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 The Button View is your main scanne...

Page 33: ...oes 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 o...

Page 34: ...k White 300dpi Duplex 3 Print Printer Black White 300dpi Simplex 4 eMail eMail Application Black White 200dpi Simplex 5 Fax Fax Application Black White 200dpi Simplex 6 OCR Microsoft Word Black White...

Page 35: ...ton Panel starts the scanner scanning Right clicking opens the One Touch Properties window The One Touch Properties window opens for that button The One Touch Properties window also opens when you pre...

Page 36: ...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 scan...

Page 37: ...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 t...

Page 38: ...to display a full list of the Destination Applications that you can use with the scanner 3 From the Select Configuration list select a scan configuration To scan in color select one of the configurat...

Page 39: ...ext such as doc txt and rtf However if you select Microsoft Paint as the Destination Application then the available formats are for graphics such as bmp and jpg 5 Click OK to accept any changes and cl...

Page 40: ...window click a Destination Application 2 Click the Properties button A One Touch 4 0 Link Properties dialog box opens for the type of Destination Application you selected and the available options are...

Page 41: ...and the other applications indicated by their icons in the list The properties apply to the OCR settings for the applications 1 Click in the OCR settings boxes for the options you want The options wil...

Page 42: ...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 documentation...

Page 43: ...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 im...

Page 44: ...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 folde...

Page 45: ...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 y...

Page 46: ...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 Se...

Page 47: ...use 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 siz...

Page 48: ...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 a...

Page 49: ...ype 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...

Page 50: ...hing 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 edi...

Page 51: ...and PDF but you can edit the names To change the button names 1 Open the One Touch Properties window 2 Using the arrows choose the button that you want to rename 3 Select the name s text and type a ne...

Page 52: ...ation 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 include...

Page 53: ...lect which application to use to continue scanning See Scanning with Event Forwarding on page 71 for details 4 After selecting a new category for the Destination Applications click the Multi Function...

Page 54: ...on 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...

Page 55: ...ther 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 a...

Page 56: ...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 a...

Page 57: ...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 Reduce Moire Patterns Moire patterns are...

Page 58: ...bility 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...

Page 59: ...color your eyes see as reflected from the image and gamma controls the brightness of the midtones of the color 9 Drag the sliders to the left and right to change the color settings As you do the image...

Page 60: ...age 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...

Page 61: ...fied 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 Ne...

Page 62: ...r 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 b...

Page 63: ...anced Settings tabs and select the settings you want 7 Click the Storage Options tab 8 Click the Browse button 9 Select the folder you created for storing the scanned documents If you haven t created...

Page 64: ...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 configura...

Page 65: ...orage 3 Press the Simplex or Duplex button to scan the documents 4 When scanning is finished insert the next set of documents and press the Destination Selector buttons to get to the next button you h...

Page 66: ...t 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 bet...

Page 67: ...he button that you want to set to configure before scanning 3 Select the scan configuration Configure Before Scan 4 Right click on Configure Before Scan and choose an interface to use for scanning TWA...

Page 68: ...3 The TWAIN interface will open 4 Choose the Options applicable to your scan batch 5 Click on the Scan button in the TWAIN interface 6 Your documents will be scanned and sent to the Destination Appli...

Page 69: ...te any scanned pages then select the correct Picture Type and restart the scanning No scanning stops but all pages scanned in this batch up to this point are not deleted and the TWAIN interface remain...

Page 70: ...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 Omn...

Page 71: ...tion with their text ready for editing and other text processing NOTE One Touch Button 6 is preset as your OCR button But you can also set up any other button to scan and OCR the text NOTE OCR scannin...

Page 72: ...with different image quality so you may want to experiment with them to determine which is better for your scanned documents sPDF and nPDF are only available as page format options if you have the One...

Page 73: ...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 man...

Page 74: ...Destination Application The 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 destina...

Page 75: ...ng 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...

Page 76: ...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 forwa...

Page 77: ...utton you selected for event forwarding A dialog box opens for you to select the application to use for scanning 7 Select the application in the box and click OK Now the application you selected opens...

Page 78: ...dow 2 Using the arrows choose Button 8 or any other button that has Microsoft Explorer as one of its Destination Applications 3 Select Microsoft Explorer as the Destination Application 4 Choose HTML a...

Page 79: ...to make sure you ll know where to find your new HTML page later on 9 You can now use Microsoft Internet Explorer or other application to post the document to your web page as you would any other HTML...

Page 80: ...eing stored 1 To scan using the buttons on the scanner press the Destination Selector until the LED is at 7 then press the Simplex or Duplex button 2 To scan from the One Touch Button Panel click the...

Page 81: ...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 Br...

Page 82: ...ored 1 Open the One Touch Properties window 2 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 3 Choose a text forma...

Page 83: ...icon and choose Show Hardware from the pop up menu You can also click the scanner icon at the top of the One Touch Button Panel If the Hardware View of the panel is open you can also right click on t...

Page 84: ...ge the time before the scanner powers down from 1 minute to a maximum of 10 hours 3 Click the arrows for the Lamp timeout setting and choose a time setting To turn the lamp on and off manually without...

Page 85: ...WAIN 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 int...

Page 86: ...structions 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 poin...

Page 87: ...ber 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 Setting...

Page 88: ...o 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...

Page 89: ...The scanning produces an image of up to 256 shades of gray You can also scan 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 ma...

Page 90: ...a 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 Duplex Scan both sides of the page If this option is not sel...

Page 91: ...ted 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...

Page 92: ...aperPort 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 Deskt...

Page 93: ...Done on the PaperPort Scan window If you are scanning a single page the TWAIN interface closes automatically When scanning is complete the scanned images appear in the TWAIN software This example sho...

Page 94: ...nfiguration 1 Click the Xerox DocuMate 262 icon in the top right corner of the TWAIN interface The Device configuration window opens and shows the information about your scanner See the section Checki...

Page 95: ...u need to set up PaperPort to work with your scanner 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 onc...

Page 96: ...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 3 Click Yes then click Next The...

Page 97: ...nnection between your scanner and the computer 5 Click Next After the Setup Wizard checks the connections the next window is displayed It has a series of setup options but only the Basic scan test is...

Page 98: ...o 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 say...

Page 99: ...User s Guide The final Setup window opens to let you know the setup process is finished 10 Click Finish PaperPort is now setup for the scanning option you selected in the example above it s the TWAIN...

Page 100: ...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 To scan using W...

Page 101: ...ange the button selection for the type of image Adjust the custom settings refer to the next section Fine Tuning Your Scans Change the size of the scanned image To do this click and hold the mouse poi...

Page 102: ...pear in Microsoft Paint or other WIA application you re using 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 scan...

Page 103: ...lution 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 scanne...

Page 104: ...ckScan 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 Pl...

Page 105: ...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 4 Wipe the pad from top to bottom Be careful not to...

Page 106: ...er 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 2 Remove the jammed...

Page 107: ...on that the pad is wearing thin See the Xerox DocuMate 262 Scanner Parts List on page 110 for ordering information To replace the ADF Pad assembly 1 Press the ADF cover release on the top left of the...

Page 108: ...ly 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 Did you restart the computer after installing t...

Page 109: ...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 rei...

Page 110: ...the LED flashes an E and then the error code number 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 cas...

Page 111: ...oblem persists and your 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 scann...

Page 112: ...to remove these software programs 5 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...

Page 113: ...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...

Page 114: ...terface USB 2 0 High Speed Scanner dimensions Height 12 5 inches 31 75 cm Width 13 25 inches 33 66 cm Length 17 inches 43 18 cm Weight 8 6 pounds 3 91 kg Operating temperature 50 104 F 5 35 C without...

Page 115: ...ist 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 0...

Page 116: ...oduction 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 whi...

Page 117: ...tary 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 prohibi...

Page 118: ...s 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 digi...

Page 119: ...dustry 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 l...

Page 120: ...8 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 Manageme...

Page 121: ...opics 83 Scan pane 82 PaperPort Properties 35 PDF 42 48 PDF file size 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...

Page 122: ...er s Guide 117 Index 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...

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