Xerox DocuMate 162 User Manual

Other manuals for DocuMate 162: Brochure & Specs
Manual is about: Xerox DocuMate 162: User Guide

Summary of DocuMate 162

  • Page 1

    Documate 162 user’s guide scanner ®.

  • Page 2: Scanner

    Documate 162 scanner user’s guide.

  • Page 3

    Copyright © 2009 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 reg...

  • Page 4: Table of Contents

    Documate 162 scanner user’s guide i table of contents table of contents welcome what’s in the box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 the xerox documate 162 scanner . . . . . . . . . . . . . . . . . . . ....

  • Page 5: Maintenance

    Table of contents ii documate 162 scanner user’s guide accessing the twain interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 scanning from the twain interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...

  • Page 6: Welcome

    Documate 162 scanner user’s guide 1 welcome your new xerox documate 162 scanner can quickly scan single-sided or double-sided stacks of paper and place their electronic images on your computer. What’s in the box before starting the scanner assembly and software installation, please check the content...

  • Page 7

    Welcome 2 documate 162 scanner user’s guide the xerox documate 162 scanner input tray —holds documents in the scanner. Paper guides —adjust to fit the document width. Adf cover release —opens the scanner door. Control panel —one touch scanning controls. Output tray —holds documents after being fed t...

  • Page 8: What You Need

    Documate 162 scanner user’s guide 3 welcome what you need ibm-compatible pentium 4 pc, or amd equivalent with: • a dvd-rom drive • an available universal serial bus (usb) port • microsoft ® windows ® operating system: windows 2000 (service pack 4), 32-bit windows xp (service pack 1 and 2), 32-bit or...

  • Page 9: Installation

    Installation 4 documate 162 scanner user’s guide 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 ins...

  • Page 10: Step 1: Assemble The Scanner

    Documate 162 scanner user’s guide 5 installation step 1: assemble the scanner all the components to assemble the scanner are included in the box. 1. Remove the scanner from its protective foam and plastic bag. 2. Open the adf cover and carefully remove any foam particles that may have gotten inside ...

  • Page 11

    Installation 6 documate 162 scanner user’s guide 5. Insert the pins on each side of the output tray into the holes on the scanner. Flip open the extension on the output tray so it is fully extended. 6. Proceed to “step 2: install the software.”.

  • Page 12: Step 2: Install The Software

    Documate 162 scanner user’s guide 7 installation step 2: install the software all the software you need to use the scanner is on the installation disc. 1. Start microsoft windows and make sure no other applications are running. 2. Insert the installation disc into your computer's dvd-rom drive. The ...

  • Page 13

    Installation 8 documate 162 scanner user’s guide 4. On the main menu, select install products . 5. Make sure the boxes for nuance paperport ® and scanner driver are checked. 6. Click install now ..

  • Page 14

    Documate 162 scanner user’s guide 9 installation installing paperport 1. The select language window opens. Click the drop-down menu arrow and select the language to use. Click ok . 2. On the paperport welcome window, click next . Installing paperport will uninstall any existing version of paperport ...

  • Page 15

    Installation 10 documate 162 scanner user’s guide 4. The next window lists the choices of the drivers that you can install for your scanner. 5. Select the option you want, then click next . • full install (onetouch and twain) —this is the recommended installation. It installs the one touch 4.0 softw...

  • Page 16

    Documate 162 scanner user’s guide 11 installation 6. During installation you will see this window asking you to select one of the images for the color space setting. Select the option that looks best to you and click next . The color space setting sets the gamma value for the scanner so scanned item...

  • Page 17

    Installation 12 documate 162 scanner user’s guide step 3: connect the power supply 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. 3. Now proceed to the next section, “step 4: connect the usb cable and turn on the powe...

  • Page 18

    Documate 162 scanner user’s guide 13 installation step 4: connect the usb cable and turn on the power the xerox documate 162 scanner connects to any available usb port. Check your computer’s manual for usb port locations. 1. Remove any protective tape from the usb cable. 2. Plug the usb cable into t...

  • Page 19

    Installation 14 documate 162 scanner user’s guide 4. When you’re certain that the software has completely loaded, return to the “complete the installation by connecting your hardware” window. Click ok . You can also click more to see a quick overview about accessing and navigating the one touch butt...

  • Page 20

    Documate 162 scanner user’s guide 15 installation additional applications available with your scanner your scanner includes free, additional applications as described in the following table. 1. Return to the disc’s main menu and click install products . 2. Select the additional applications you want...

  • Page 21: View The User Guides

    Installation 16 documate 162 scanner user’s guide view the user guides 1. Return to the main menu window and click user guides . The user guides are in adobe® acrobat® pdf format. If you need to, click acrobat reader to install it now. Follow the instructions on the installation windows. If your com...

  • Page 22

    Documate 162 scanner user’s guide 17 installation register your scanner and check for updates registering your scanner is important as it provides you with access to our free telephone support service. Registration also gives you free access to software updates for your scanner. To register your sca...

  • Page 23: Scanning

    Scanning 18 documate 162 scanner user’s guide scanning if you selected the recommended full install option for your scanner’s driver (see page 10), then you have several different scanning options with your xerox documate 162 scanner. Each method scans equally well, so use the one with appropriate o...

  • Page 24: Loading Documents to Scan

    Documate 162 scanner user’s guide 19 scanning loading documents to scan 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. 1. Adjust the paper guid...

  • Page 25: Scanning From One Touch

    Scanning 20 documate 162 scanner user’s guide scanning from one touch one touch is your main scanning interface for using the scanner. The one touch functions on the scanner mirror the one touch button panel on screen. The default one touch settings based on the recommended installation of paperport...

  • Page 26

    Documate 162 scanner user’s guide 21 scanning scan from the one touch scanner buttons pressing a scanner button scans the item and sends the image to the destination application associated with the selected function led number. 1. Load the documents face down with the top of the pages inserted into ...

  • Page 27

    Scanning 22 documate 162 scanner user’s guide scan from the one touch button panel scanning from the button panel on your computer’s screen works like pressing a button on the scanner. The scanner scans the item, then sends the image to the destination application indicated by the button’s icon. 1. ...

  • Page 28

    Documate 162 scanner user’s guide 23 scanning using the one touch button panel the one touch button panel is your on-screen set of controls for the scanner. Form the panel you can access the hardware settings for your scanner and configure the one touch buttons. Click on the one touch icon to open t...

  • Page 29

    Scanning 24 documate 162 scanner user’s guide configuring the one touch buttons when you installed the scanner, the software configured each one touch button with appropriate settings consisting of: destination application , a scan configuration , and a file format . 1. Click the one touch icon. 2. ...

  • Page 30

    Documate 162 scanner user’s guide 25 scanning selecting new settings for a button the one touch properties window is where you can select new settings for the buttons. The button number in the upper-left corner of the one touch properties window corresponds to the 9 functions on the scanner. For eac...

  • Page 31

    Scanning 26 documate 162 scanner user’s guide 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 se...

  • Page 32

    Documate 162 scanner user’s guide 27 scanning ok/cancel/apply buttons — ok accepts any changes and closes the window. Apply accepts any changes but leaves the window open so you can continue making additional changes. Cancel closes the window without accepting any changes. Creating a new scan config...

  • Page 33

    Scanning 28 documate 162 scanner user’s guide the scan settings tab 1. On the scan configuration properties dialog box, type a name. 2. Select scan settings for the new scan configuration. Mode —select a scanning mode: • black&white to scan in black and white. For example, letters and memos are usua...

  • Page 34

    Documate 162 scanner user’s guide 29 scanning the page settings tab 1. Click the page settings tab to select page options. Standard— click the menu arrow and choose a page size from the list. Custom —enter the horizontal and vertical page dimensions in the boxes. Click the name of the units, inches ...

  • Page 35

    Scanning 30 documate 162 scanner user’s guide • invert image —only available for black&white mode, this option reverses the black and whites of an image. • duplex —scan both sides of the page. If this option is not selected, the scanner will scan the face-down side of the page only. • skip blank ori...

  • Page 36

    Documate 162 scanner user’s guide 31 scanning the advanced settings tab 1. Click the advanced settings tab. The options of the advanced settings tab are for the color or grayscale scanning mode. 2. Drag the sliders to the left and right to change the color settings. As you do, the image changes to s...

  • Page 37

    Scanning 32 documate 162 scanner user’s guide the device settings tab a device settings tab is on the scan configurations dialog box when your selected destination application sends the scanned image to a printer, fax application, or other device. You use the options on the device settings tab to se...

  • Page 38

    Documate 162 scanner user’s guide 33 scanning the storage options tab (archive) a storage options tab is on the scan configurations dialog box when the destination application is transfer to storage. You use the options on this tab to select where to save your scanned items for storage when scanning...

  • Page 39

    Scanning 34 documate 162 scanner user’s guide editing or deleting scan configurations editing and deleting is normally for the configurations you create, not for your scanner’s pre-set configurations. To edit or delete a scan configuration: 1. Open the one touch properties window. 2. Select the scan...

  • Page 40

    Documate 162 scanner user’s guide 35 scanning selecting page format options the format options that you select determines the file format of the scanned document. Appropriate format options and file types are available for the type of destination application selected for the button. The available op...

  • Page 41

    Scanning 36 documate 162 scanner user’s guide to select a jpeg or pdf file size: 1. Select jpg or pdf as the page format, then right-click on the icon. 2. Choose the file size/image quality option for your scanned images. Minimize size —smallest file size, lowest image quality. Normal —medium file s...

  • Page 42

    Documate 162 scanner user’s guide 37 scanning to select a file type for the text format: 1. Select the destination application. 2. Right-click on the text format icon. 3. Choose the file type that you want for the text format. Your selection of a file type pertains only to the button currently selec...

  • Page 43

    Scanning 38 documate 162 scanner user’s guide 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, plus you can edit the text in a pdf editing program. 4. To change the ocr settings, choose ocr opt...

  • Page 44

    Documate 162 scanner user’s guide 39 scanning selecting options for a button the one touch options determine the types of destination applications available for a button, as well as additional options that apply to all of the scanning buttons. To select options: 1. Open the one touch properties wind...

  • Page 45

    Scanning 40 documate 162 scanner user’s guide • fax and print is for sending your scanned documents directly to your printer or fax software for faxing. • sti event forwarding is for using another application’s interface for scanning. 4. Click apply then click the multi function tab to see the chang...

  • Page 46

    Documate 162 scanner user’s guide 41 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. Paperport prop...

  • Page 47

    Scanning 42 documate 162 scanner user’s guide text documents properties these properties apply to microsoft word, microsoft excel ® , and other text editing applications. 1. Click in the ocr settings boxes for the options you want. Always send a file, even when no text was found —the scanned file is...

  • Page 48

    Documate 162 scanner user’s guide 43 scanning 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 s...

  • Page 49

    Scanning 44 documate 162 scanner user’s guide storage properties these properties apply to the destination application named transfer to storage. 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 st...

  • Page 50

    Documate 162 scanner user’s guide 45 scanning email properties these properties apply to email applications so you can specify the folder for documents that you will attach to an email message. 1. Click the browse button for folder for storing attachments and choose a folder for your email attachmen...

  • Page 51

    Scanning 46 documate 162 scanner user’s guide configure before scan choosing configure before scan simply opens a scanning interface when you press a button. You can then use that interface to change the resolution, scan mode, and other settings. When you scan, the scanned image will still be sent a...

  • Page 52

    Documate 162 scanner user’s guide 47 scanning to scan using configure before scan 1. Load the documents face down with their tops pointing into the scanner. 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 be...

  • Page 53

    Scanning 48 documate 162 scanner user’s guide canceling a configure before scan to cancel a scan after scanning has begun: 1. Click on the cancel button in the scanning progress window. 2. The following window will open asking you if you want to cancel the entire job. • yes —scanning stops and all p...

  • Page 54

    Documate 162 scanner user’s guide 49 scanning scanning with optical character recognition (ocr) optical character recognition (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, spell check, change font or type size, ...

  • Page 55

    Scanning 50 documate 162 scanner user’s guide 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 creates a pdf image with a searchable text layer. Npdf creates a pdf file that can be edited in a pdf editing progr...

  • Page 56

    Documate 162 scanner user’s guide 51 scanning scan and burn to a cd if you have a cd burner attached to your computer, you can scan directly from your scanner onto a cd. This feature is available only on computers running windows xp or windows vista. 1. Open the one touch properties window. 2. Choos...

  • Page 57

    Scanning 52 documate 162 scanner user’s guide 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. 1. Open the one touch properties window. 2. Select still image client as the destination application. You ...

  • Page 58

    Documate 162 scanner user’s guide 53 scanning creating an html web page from your scanned documents you can convert scanned pages to html format for posting directly to your website. 1. Open the one touch properties window. 2. Select microsoft explorer as the destination application. 3. Choose html ...

  • Page 59

    Scanning 54 documate 162 scanner user’s guide transfer 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 ...

  • Page 60

    Documate 162 scanner user’s guide 55 scanning scanning to multiple archive folders when scanning to the transfer to storage destination, 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 fold...

  • Page 61

    Scanning 56 documate 162 scanner user’s guide 7. Click the storage options tab. This is where you set the different folder locations for the new configurations. 8. Click the browse button and select the folder you created for storing the scanned documents. 9. Click ok . The selected folder will now ...

  • Page 62

    Documate 162 scanner user’s guide 57 scanning 12. You will now have multiple configurations set up for the transfer to storage destination, and each configuration scans documents to separate folders. 13. Now click the arrow buttons to select a scanner button for each new configuration. Click apply t...

  • Page 63

    Scanning 58 documate 162 scanner user’s guide 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. 2. The hardware properties dialog box opens and shows information about your xerox documate 162 scanner. 3. Click ...

  • Page 64: Scanning With The Twain

    Documate 162 scanner user’s guide 59 scanning with the twain interface scanning with the twain interface you can scan from any twain scanning application instead of scanning from the one touch buttons on your scanner or the one touch button pane. A note about your scanner and the twain standard: twa...

  • Page 65

    Scanning with the twain interface 60 documate 162 scanner user’s guide accessing the twain interface each twain-compliant software application has its own specific steps to open the twain interface, but the basic process is the same for most of them. Open the twain interface from one touch: if the o...

  • Page 66

    Documate 162 scanner user’s guide 61 scanning with the twain interface scanning from the twain interface the twain interface lists the scanning options available with your xerox documate 162 scanner. 1. Adjust the paper guides for the width of the pages you’re scanning. 2. Insert the documents face ...

  • Page 67

    Scanning with the twain interface 62 documate 162 scanner user’s guide 5. When scanning is complete, click done to close the twain interface. The scanned images appear in the twain software. This example shows a thumbnail image of a scanned page on the paperport desktop. The options on the xerox doc...

  • Page 68

    Documate 162 scanner user’s guide 63 scanning with the twain interface • filter —the filter is the ability of your scanner to automatically remove a color from a scanned item. The filter option applies to black&white or grayscale mode. • reduce moire patterns —moire patterns are wavy, rippled lines ...

  • Page 69

    Scanning with the twain interface 64 documate 162 scanner user’s guide display the device configuration 1. Click the xerox documate 162 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 “checking t...

  • Page 70: Scanning With The Wia

    Documate 162 scanner user’s guide 65 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. Th...

  • Page 71

    Scanning with the wia interface 66 documate 162 scanner user’s guide 6. Click preview to preview the image before scanning. 7. Adjust settings of the previewed image as desired: • change the button selection for the type of image. • adjust the custom settings. • change the size of the scanned image....

  • Page 72: Fine Tuning Your Scans

    Documate 162 scanner user’s guide 67 scanning with the wia interface fine tuning your scans you can select new settings before you scan an item to fine tune exactly how you want to scan it. 1. On the scan window, click adjust the quality of the scanned picture . 2. Select the options for scanning. B...

  • Page 73: Scanning With The Isis

    Scanning with the isis interface 68 documate 162 scanner user’s guide 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. Plea...

  • Page 74: Maintenance

    Documate 162 scanner user’s guide 69 maintenance maintenance this section contains information about maintenance, troubleshooting, uninstalling, scanner specifications, and spare parts. Clearing paper jams if your scanner stops scanning due to a paper jam in the automatic document feeder, a warning ...

  • Page 75

    Maintenance 70 documate 162 scanner user’s guide replacing the adf pad assembly the adf pad will 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. You received a replacement pad in the original scanner ...

  • Page 76

    Documate 162 scanner user’s guide 71 maintenance replacing the roller assembly after extended use, the roller may wear out and may need to be replaced. It is a user-replaceable part and can be ordered. See “xerox documate 162 scanner parts list” on page 78 for the part number. Frequent paper jams ar...

  • Page 77

    Maintenance 72 documate 162 scanner user’s guide 4. Gently press the roller to the right to free its left side. Then angle the roller to the front of the scanner until it is clear of the housing, and bring it out and away from the scanner body. 5. Discard the worn roller. It cannot be repaired. 6. B...

  • Page 78: Troubleshooting

    Documate 162 scanner user’s guide 73 maintenance 9. Rotate the lock tab down so the locking flange catches on its latch. Do not force the lock tab into place. If it does not rotate freely to lock into place, make sure the flange is properly seating on its latch. 10. Close the cover when you’re finis...

  • Page 79

    Maintenance 74 documate 162 scanner user’s guide problem: i got the error message: paperport cannot allocate enough memory to perform internal critical operations. Close any other active applications so that additional memory is available. If you click continue, paperport moves the file to the paper...

  • Page 80

    Documate 162 scanner user’s guide 75 maintenance status light troubleshooting codes the status light indicates the current state of the scanner. A blue status light indicates the normal state of the scanner. A red status light indicates that there is a hardware issue. Descriptions of the most common...

  • Page 81: Uninstalling Your Scanner

    Maintenance 76 documate 162 scanner user’s guide uninstalling your scanner to uninstall your documate 162 scanner, remove the one touch 4.0 software, paperport, and any other software provided with your scanner. Uninstalling the scanner and one touch software 1. On the windows taskbar, click start ,...

  • Page 82

    Documate 162 scanner user’s guide 77 maintenance xerox documate 162 scanner specifications optical resolution 600 dpi bit depth 24-bit color, 8-bit grayscale, 1-bit bitonal (black & white) maximum item size 8.5" x 36" (216 mm x 915 mm) minimum item size 2” x 2.5” (51 mm x 64 mm) scan method automati...

  • Page 83

    Maintenance 78 documate 162 scanner user’s guide xerox documate 162 scanner parts list please use the following part names and numbers when ordering replacements for your scanner. Part name part number input tray 57-0112-000 output tray 57-0108-000 adf pad 57-0111-000 roller assembly 57-0113-000 usb...

  • Page 84: Appendix A Notices

    Documate 162 scanner user’s guide 79 appendix a notices section 1: safety introduction notices and safety please read the following instructions carefully before operating the machine and refer to them as needed to ensure the continued safe operation of your machine. Your xerox product and supplies ...

  • Page 85

    80 documate 162 scanner user’s guide section 3: operational safety information your xerox equipment and supplies have been designed and tested to meet strict safety requirements. These include safety agency examination, approval, and compliance with established environmental standards. To ensure the...

  • Page 86

    Documate 162 scanner user’s guide 81 section 4: electrical information warning - electrical safety information 1. The power receptacle for the machine must meet the requirements stated on the data plate on the rear of the machine. If you are not sure that your electrical supply meets the requirement...

  • Page 87

    82 documate 162 scanner user’s guide section 5: emergency power off if any of the following conditions occur, turn off the machine immediately and disconnect the power cable(s) from the electrical outlet(s) . Contact an authorized xerox service representative to correct the problem: • the equipment ...

  • Page 88

    Documate 162 scanner user’s guide 83 section 8: regulatory information certifications in europe the ce mark applied to this product, symbolizes xerox’s declaration of conformity with the following applicable european union directives, as of the dates indicated: a full declaration of conformity, defi...

  • Page 89

    84 documate 162 scanner user’s guide perchlorate material - this product may contain one or more perchlorate- containing devices, such as batteries. Special handling may apply, please see: http://www.Dtsc.Ca.Gov/hazardouswaste/perchlorate/ . European union rohs and weee compliance this product is co...

  • Page 90: Section 10: Illegal Copies

    Documate 162 scanner user’s guide 85 section 10: illegal copies 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. Obligations or securities ...

  • Page 91

    86 documate 162 scanner user’s guide 7. Immigration papers. 8. Draft registration cards. 9. Selective service induction papers that bear any of the following registrant’s information: exception: u. S. Army and navy discharge certificates may be photographed. 10. Badges, identification cards, passes,...

  • Page 92

    Documate 162 scanner user’s guide 87 the above list is provided for your convenience 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. Other countries copying certain documents may be illegal in your c...

  • Page 93

    88 documate 162 scanner user’s guide.

  • Page 94: Index

    Documate 162 scanner user’s guide 89 index a adf cleaning 69 adf pad assembly replace 70 advanced settings tab 31 apply button 27 archive button 54 aspect ratio 32 autocrop to original 29, 62 autorotate image 32 b bit depth 77 black&white 28, 62 bmp 35 brightness 28, 62, 67 burn to cd 51 destination...

  • Page 95

    Index 90 documate 162 scanner user’s guide link properties 41 m microsoft internet explorer 53 microsoft outlook 45 moire patterns 29, 63 monitor 3 n normal pdf 38, 50 npdf 38, 50 o ocr 36 optical character recognition 49 ocr button 49 omnipage pro 37, 38 on/off switch 13 one touch button panel 22 b...

  • Page 96

    Documate 162 scanner user’s guide 91 index w wia 46, 65 windows image acquisition 65 word document 37 x xls file format 37.

  • Page 97

    Index 92 documate 162 scanner user’s guide.

  • Page 98

    05-0 749 - 0 00 a.