Iris Readiris 14 for Windows User Guide Instrukcja Użytkownika

Version 1.1 Readiris 14 Windows User Guide 10/29/2012 I.R.I.S. Products & Technologies dgi

Introducing Readiris 12 New iHQC Engine The new iHQC engine used in Readiris 14 is now compatible with the Preview application on Apple iOS and Mac OS

ReadirisTM 14 – User Guide 107 ADDING PROPERTIES TO DOCUMENTS The documents you process can be complemented by properties. This means you can apply ke

Section 9: Saving Documents 108  Fill in the properties, then click OK to save them.

ReadirisTM 14 – User Guide 109 SAVING SCANNED DOCUMENTS AS IMAGE FILES The documents you scan do not necessarily need to be converted into text output

Section 9: Saving Documents 110 Note: with this third option, you can choose to save all pages to a multipage image files, or save each page separatel

ReadirisTM 14 – User Guide 111 SELECTING THE FORMATTING OPTIONS Depending on the output format you select in the Output window, different formatting o

Section 9: Saving Documents 112 format, such as PDF Image, or TIF, for instance, the General Options are not available. The General Options complement

ReadirisTM 14 – User Guide 113 Note: when you select an output format or application that does not support images, then the Pictures Options will be u

Section 9: Saving Documents 114  The option Create body text generates a continuous, running line of text. The result is a document without any for

ReadirisTM 14 – User Guide 115 Example of word and paragraph formatting  The option Recreate source document tries to stay as close to the original

Section 9: Saving Documents 116 o The option Use columns instead of frames creates columns instead of text frames to position the information on the

ReadirisTM 14 – User Guide 13 Output Formats .DOCX and .XLSX The new standard Microsoft Word format .docx and the new standard Microsoft Excel format

ReadirisTM 14 – User Guide 117 options such as the Layout and SpreadsheetML Options. Note, however, that some general options are unavailable dependin

Section 9: Saving Documents 118 SPREADSHEETML OPTIONS When you select Microsoft Excel 2002, 2003, 2007, 2010 (SpreadsheetML) as output format, specif

ReadirisTM 14 – User Guide 119 All data inside the tables is recaptured; any data outside the tables is not. Example image  The option Convert

Section 9: Saving Documents 120 PAPER SIZE The Paper Size options allow you to define in which paper size (e.g. A4, Letter, Legal) your output documen

ReadirisTM 14 – User Guide 121 Note: when you select an output format or application that does not support images, then the Graphics Options will be u

Section 9: Saving Documents 122  JPEG quality Images stored inside PDF, XPS, Word and RTF documents are saved in the JPEG format. Use the slider to

ReadirisTM 14 – User Guide 123  Select the desired PDF type from the drop-down list:  PDF Image-Text (= PDF Searchable Image). This file type is

Section 9: Saving Documents 124  PDF Image. When you select this file type, Readiris doesn't execute the text recognition on your document. You

ReadirisTM 14 – User Guide 125 Example of bookmarks Embed fonts The option Embed fonts, embeds - or includes - the original fonts of your documents i

Section 9: Saving Documents 126 PDF Version In this drop-down list you can select which PDF version you want to generate. Behind each version, the Acr

ReadirisTM 14 – User Guide 15 LEGAL NOTICES Copyrights Copyrights © 1987-2012 I.R.I.S. All Rights Reserved. I.R.I.S. owns the copyrights to the Readir

ReadirisTM 14 – User Guide 127  Select the required PDF type from the drop-down list. Note that iHQC compression is unavailable for PDF Text and PD

Section 9: Saving Documents 128 Notes: In Readiris Pro you can select Level I - Good Size, and Level I - Good Quality. In Readiris Corporate you have

ReadirisTM 14 – User Guide 129 To password-protect PDF documents:  Click the Format button in the Output group.  Select the required PDF type fro

Section 9: Saving Documents 130 Note that in Readiris the open document password and permissions password must be different. DIGITALLY SIGNING PDF DOC

ReadirisTM 14 – User Guide 131 Tips: If you don't see any signatures in this list, click the Manage button. Then click Import and follow the ins

Section 9: Saving Documents 132  Select the desired XPS type from the drop-down list:  XPS Image-Text. This file type is most commonly used. It

ReadirisTM 14 – User Guide 133  XPS Text. This file type contains the recognized text, but does not contain the original image of your document. Any

Section 9: Saving Documents 134 XPS - intelligent High-Quality Compression In Readiris you also have the possibility to compress your XPS documents.

ReadirisTM 14 – User Guide 135  Select the required XPS type from the drop-down list. Note that iHQC compression is unavailable for XPS Text and XP

Section 9: Saving Documents 136 In Readiris Corporate you can also select Custom compression. When you select this option, you can determine the Size

Legal Notices 16 All other products mentioned in this documentation are trademarks or registered trademarks of their respective owners. Patents iHQCTM

ReadirisTM 14 – User Guide 137 SECTION 10: SENDING DOCUMENTS TO THE CLOUD The documents you process with Readiris can be sent to various Cloud applica

Section 10: Sending Documents to the Cloud 138  Enter your Username and Password.  Enter the Server address.  If necessary, click Browse to sel

ReadirisTM 14 – User Guide 139 Important note: regular users of GoogleDocs cannot export image files to their account. So, make sure you do no select

Section 10: Sending Documents to the Cloud 140  You are then prompted to name your document. Name the document and click OK to complete the export.

ReadirisTM 14 – User Guide 141 SENDING INDEXED DOCUMENTS TO THE CLOUD (This section applies to Readiris Corporate only) When sending documents to Micr

Section 10: Sending Documents to the Cloud 142  Now you can either fill in the index fields manually, OR  Use Readiris' Drag-and-Drop recogn

ReadirisTM 14 – User Guide 143 HOW TO HOW TO CONFIGURE YOUR SCANNER In order to scan documents in Readiris, your scanner must be configured correctly.

How to 144 Configuration  Click the down arrow beneath Scan in the ribbon.  Then click Settings.  When you do this for the first time, the Scan

ReadirisTM 14 – User Guide 145 Once you've selected a scanner model, you must configure you scanner driver.  Click Configure to select your sc

How to 146 HOW TO IMPROVE THE RECOGNITION RESULTS The quality of the recognition results depends on a number of factors:  the document language Make

ReadirisTM 14 – User Guide 17 SECTION 1: INSTALLATION AND ACTIVATION SYSTEM REQUIREMENTS The minimum system requirements to install and run Readiris

ReadirisTM 14 – User Guide 147 Note: in Readiris Pro the number of pages you can process inside a single project is limited to 50. Scanning multiple d

How to 148 Scanning multiple documents on a scanner with a document feeder  Click the down arrow beneath the Scan button to access the Scanner Setti

ReadirisTM 14 – User Guide 149  Click Scanner Model and select <Twain><Other models> from the list. Note: if you don't see your dri

How to 150  Adapt the Readiris brightness and contrast settings to the environment (daylight, lamp light, neon light). See Selecting the Scanner Set

ReadirisTM 14 – User Guide 151 Important note: Readiris automatically recognizes barcodes to separate documents, but the barcodes zones themselves ar

How to 152  OR right-click the barcode zones that are incorrectly recognized as image, then point to Zone > Type and select Barcode.  Then cli

ReadirisTM 14 – User Guide 153 Readiris can generate a separate output file for each document. This avoids your having to scan only one document at a

How to 154  Indicate which separation method you are going to use: Detect blank pages or Detect cover pages with a barcode. When you are using cov

ReadirisTM 14 – User Guide 155  Now move the cursor over the image to see the coordinates. You can also indicate specific content your barcodes con

How to 156 The Indexing options In case you want Readiris to generate an XML index file containing detailed information on the processed documents, se

Section 1: Installation and Activation 18 To install Readiris:  Insert the Readiris CD-ROM in the CD-ROM drive of your computer.  When the AutoRun

ReadirisTM 14 – User Guide 157 o The page icon turns into a Cover page icon. Note: if you want the cover pages to be included in the output documen

How to 158 HOW TO RECOGNIZE FORMS Note that Readiris is not designed to recognize complex forms. Readiris recognizes documents by converting pictures

ReadirisTM 14 – User Guide 159 HOW TO PROCESS LOW-RESOLUTION IMAGES A resolution of 300 to 400 dpi is required to obtain optimal results in Readiris.

How to 160 Tip 3 (Readiris Corporate only) Make sure that favor Accuracy over Speed when processing low-quality documents:  Click the expansion arro

ReadirisTM 14 – User Guide 161 INDEX 3 300 dpi ... 75 A accuracy vs. speed ... 55 activation ...

Index 162 document properties ... 28, 107 dot matrix ... 58 driver ... 34 Dropbox ...

ReadirisTM 14 – User Guide 163 O OpenDocument ... 102 output formats ... 99 P page analysis ... 37, 5

Index 164 spreadsheet documents ... 102, 118 SpreadsheetML output ... 118 supported image formats ... 72 system requirements ... 1

ReadirisTM 14 – User Guide 19 ACTIVATING READIRIS Once you have installed Readiris you need to activate it. Unactivated copies of Readiris are only av

Section 1: Installation and Activation 20 SOFTWARE REGISTRATION Once you've activated your software you can also register it. Registering is requ

ReadirisTM 14 – User Guide 21 CHECK FOR UPDATES When you register your copy of Readiris you are entitled to free software updates. To check if update

Section 1: Installation and Activation 22 UNINSTALLING READIRIS Should you want to remove Readiris from your computer, follow the procedure below. To

ReadirisTM 14 – User Guide iii Table of Contents Introducing Readiris ... 9 What's new in

ReadirisTM 14 – User Guide 23 TECHNICAL SUPPORT If you register your copy of Readiris you are entitled to free technical support. In the Technical S

ReadirisTM 14 – User Guide 25 SECTION 2: GETTING STARTED USING READIRIS FOR THE FIRST TIME To run Readiris:  Double-click the Readiris icon on the D

Section 2: Getting Started 26 EXPLORING THE INTERFACE The new Readiris interface looks as follows: The interface consists of the following components

ReadirisTM 14 – User Guide 27 Tip: point the cursor to the different commands to display their tooltip. The tooltips describe what each command does.

Section 2: Getting Started 28 Note: the more cores you computer is equipped with, the greater the processing speed will be. 4. Properties panel The P

ReadirisTM 14 – User Guide 29 When a document is scanned or opened into Readiris, its image is displayed. The different recognition zones are display

Section 2: Getting Started 30 Note that the appearance of the components and panels described above can be customized to your liking. CUSTOMIZING THE

ReadirisTM 14 – User Guide 31  Click the View menu.  Clear the check boxes of the panels you want to hide. Moving the panels around The panels do

Section 2: Getting Started 32  To restore a panel to its initial position, double-click its title bar again. Minimizing the Ribbon The ribbon can b

ReadirisTM 14 – User Guide 33  The ribbon will then look as follows:  Click a tab to display its options. CHANGING THE USER INTERFACE LANGUAGE R

Table of Contents iv Saving the processing settings ... 41 Loading settings: ...

Section 2: Getting Started 34 Note: If you selected an incorrect language by mistake, click Ctrl+U inside Readiris. The Language dialog box opens

ReadirisTM 14 – User Guide 35 find out which platforms are supported. If necessary, contact your scanner manufacturer. Configuration  Click the down

Section 2: Getting Started 36 Select <Twain><OTHER MODELS with duplex feeder> when you are using a duplex scanner, which scans both the fr

ReadirisTM 14 – User Guide 37 SECTION 3: BASIC DOCUMENT PROCESSING BASIC DOCUMENT PROCESSING Processing documents with Readiris is fairly straightforw

Section 3: Basic Document Processing 38 Page Analysis is selected by default. This option divides your documents into recognition zones. Without recog

ReadirisTM 14 – User Guide 39 Step 2: Select the Output Format and Destination  Click the Output Format list.  Then select the required Output F

Section 3: Basic Document Processing 40  In the second list, you select the Destination of your documents: o Select Save as File to save the docume

ReadirisTM 14 – User Guide 41 Another way to get quick results with Readiris, is using the SmartTasks. They contain pre-configured commands and allow

Section 3: Basic Document Processing 42 USING THE WIZARD The Wizard guides you step by step through the configuration process. Once you've gone t

ReadirisTM 14 – User Guide 43 Step 2: Select your scanner (Note: if you selected image files in the previous step, proceed to Step 3) If you already

ReadirisTM 14 – User Guide v Opening options ... 74 Other ways of openi

Section 3: Basic Document Processing 44 Step 3: Select the Document Language of your documents. The default document language is set to the language y

ReadirisTM 14 – User Guide 45 When you are done selecting the settings, click Next and then click Go to start processing documents. USING THE SMARTTAS

Section 3: Basic Document Processing 46  Once you are done configuring your SmartTask, click it to start processing your documents. If you selected

ReadirisTM 14 – User Guide 47 When you are using the Send to e-mail SmartTask, your default e-mail software will open. When you are using the Send to

ReadirisTM 14 – User Guide 49 SECTION 4: SELECTING THE CONFIGURATION OPTIONS CONFIGURATION OPTIONS Before you scan or open any documents in Readiris y

Section 4: Selecting the Configuration Options 50 Note: make sure your documents are facing the right direction - meaning the text is facing the scan

ReadirisTM 14 – User Guide 51 Next steps When you are done selecting the options, click Scan to scan your documents, or click From File to open exist

Section 4: Selecting the Configuration Options 52 Modifying the page configuration options If the page configuration options you selected do not gener

ReadirisTM 14 – User Guide 53 SECTION 5: SELECTING THE RECOGNITION OPTIONS RECOGNITION OPTIONS Readiris converts scanned images, image files and PDF f

Section 5: Selecting the Recognition Options 54 selecting the correct recognition language. The recognition language is set to the language you select

Table of Contents vi Compressing PDF documents ... 126 Password-protecting PDF Documents ...

ReadirisTM 14 – User Guide 55 Recognizing Western words in Cyrillic and Slavic languages and in Greek When you are processing Cyrillic, Slavic or Gree

Section 5: Selecting the Recognition Options 56 To access the Speed vs. Accuracy option:  Click the expansion arrow in the Languages group.  Move

ReadirisTM 14 – User Guide 57 Recognizing Arabic Documents When recognizing Arabic documents in Readiris Corporate, you can choose which recognition

Section 5: Selecting the Recognition Options 58 Tip: should the recognition results be unsatisfactory, even though you selected the correct recogniti

ReadirisTM 14 – User Guide 59 Font type Readiris distinguishes between "regular" and dot matrix printed documents. Dot matrix printers are p

Section 5: Selecting the Recognition Options 60  Click the tab Font type.  The character pitch is set to Automatic by default.  Click Fixed if a

ReadirisTM 14 – User Guide 61 SECTION 6: SCANNING AND OPENING DOCUMENTS SCANNING DOCUMENTS Before you begin: make sure your scanner is connected to yo

Section 6: Scanning and Opening Documents 62  The Scanner window is displayed. Below you find an overview of all available scanner settings. Scann

ReadirisTM 14 – User Guide 63 If you do not find your exact scanner in the list, do not select a similar profile. Instead, select a universal Twain pr

Section 6: Scanning and Opening Documents 64 Contrast When scanning low-quality documents, adjusting the Contrast level is sometimes required to obta

ReadirisTM 14 – User Guide vii How to recognize forms ... 158 How to process low-resolution images ...

ReadirisTM 14 – User Guide 65 Optimize resolution for OCR This option adjusts the resolution of images that were scanned with too much detail (over 60

Section 6: Scanning and Opening Documents 66 Color mode Readiris can scan documents in color, black-and-white and grayscale. Note that grayscale and c

ReadirisTM 14 – User Guide 67 ADF ADF stands for Automatic Document Feeder. This option is available when your scanner is equipped with an automatic d

Section 6: Scanning and Opening Documents 68 Duplex When using a duplex scanner - a scanner that can scan both the front and the back side of document

ReadirisTM 14 – User Guide 69 Google Docs, using different credentials (user name and password) and settings (output folder, etc.). Important notes:

Section 6: Scanning and Opening Documents 70  In case you want to apply the current Readiris configuration to the Watched Folder, keep the option De

ReadirisTM 14 – User Guide 71 Note: when the Process subfolders feature is activated, it is not possible to use a subfolder of an existin

Section 6: Scanning and Opening Documents 72 To add documents to the Watched Folder while it is being monitored by Readiris:  Scan documents using

ReadirisTM 14 – User Guide 73 Readiris supports the following image file formats. Image File Format File Extension Adobe PDF *.pdf DCX fax *.dcx DjVu

Section 6: Scanning and Opening Documents 74 Note: If your image file has been scanned in a low or unknown resolution, Readiris displays the followi

ReadirisTM 14 – User Guide 9 RI_14_dgi_29102012-07 Welcome to the Readiris documentation. The aim of this documentation is to help you get up to speed

ReadirisTM 14 – User Guide 75 Load PDF documents in color This option does exactly what it says: it opens PDF documents in color. Deactivate his optio

Section 6: Scanning and Opening Documents 76 Select All pages to open the entire document (up to 50 pages in Readiris Pro). Or select Pages and indica

ReadirisTM 14 – User Guide 77  Then browse for the output folder, where your processed documents will be stored.  Then select the processing opti

ReadirisTM 14 – User Guide 79 SECTION 7: ADJUSTING THE IMAGE QUALITY The recognition results depend a great deal on the image quality of your document

Section 7: Adjusting the Image Quality 80 To improve the recognition results:  Check the Scanner Settings and make sure your documents have been sca

ReadirisTM 14 – User Guide 81 Smoothen color image This option is selected by default. It smoothens out differences in intensity, creating a greater

Section 7: Adjusting the Image Quality 82 Brightness Move the slider to increase or decrease the brightness of your documents. Example 1: image is too

ReadirisTM 14 – User Guide 83 In this case you need to darken the image to obtain satisfactory results. Contrast Move the slider to increase or decre

Section 7: Adjusting the Image Quality 84 To remove these little black spots, use the Despeckle slider. The more you move it to the right, the larger

ReadirisTM 14 – User Guide 85 SECTION 8: EDITING THE RECOGNITION ZONES Introduction When you scan a document or open an image file in Readiris, each p

Introducing Readiris 10 Corporate you can also send documents to Microsoft SharePoint, Therefore, IRISNext and FTP web sites. Readiris recognizes docu

Section 8: Editing the Recognition Zones 86 *Note: when processing Arabic documents, the numbers run from right to left, if you select Arabic as main

ReadirisTM 14 – User Guide 87 The Editing and Layout options Below you find an overview of the editing and layout options in Readiris. Note: when you

Section 8: Editing the Recognition Zones 88 Changing the zone type When scanning bad quality documents, it may occur that Readiris does not det

ReadirisTM 14 – User Guide 89  Click Select zone on the Editing group.  Press and hold the Shift key while clicking the zones you want to modify.

Section 8: Editing the Recognition Zones 90  Click and hold one of the bullets on the frame, then drag the frame in the desired direction to expand

ReadirisTM 14 – User Guide 91  Then click inside the zone you want to move, hold the left mouse button, and drag the frame to the position of your

Section 8: Editing the Recognition Zones 92  The two zones are merged into one. Note that only zones of the same zone type can be connected. Deleti

ReadirisTM 14 – User Guide 93 Deleting small zones Sometimes documents contain a lot of "noise" - little black spots that occur when scannin

Section 8: Editing the Recognition Zones 94 Ignoring a certain zone In case your document only contains content in a certain area of the page, you can

ReadirisTM 14 – User Guide 95 The results are copied to the clipboard as body text. You can now paste them into other applications. Re-doing the Page

ReadirisTM 14 – User Guide 11 Brand-new Interface If you ever used a previous version of Readiris you'll notice immediately that the interface of

Section 8: Editing the Recognition Zones 96 In this case you need to manually define the recognition zones. If your document does not contain recognit

ReadirisTM 14 – User Guide 97 To use a zoning template:  First, deactivate Page Analysis on the Configuration tab.  Then, scan or open your docum

ReadirisTM 14 – User Guide 99 SECTION 9: SAVING DOCUMENTS SAVING DOCUMENTS The documents you process with Readiris can be saved in a large number of o

Section 9: Saving Documents 100 Note: since the image covers the text, any recognition mistakes will not be visible.  PDF Text-Image. This file type

ReadirisTM 14 – User Guide 101  XPS Image-Text. This file type is most commonly used. It contains two layers: the recognized text, and the original

Section 9: Saving Documents 102 Again many levels of lay-outing are available. See the section Selecting the Formatting Options for more information.

ReadirisTM 14 – User Guide 103 SpreadsheetML is an XML dialect developed by Microsoft Inc. It is the standard spreadsheet format in Microsoft Excel 20

Section 9: Saving Documents 104 Web browsers such as Internet Explorer, and in Web page editors such as Adobe Dreamweaver. See the section Selecting

ReadirisTM 14 – User Guide 105  Select Open after saving if you want the corresponding application to open when Readiris is done processing the docu

Section 9: Saving Documents 106  When Readiris is done processing, the Output File window opens. Now name your output file. Note: Readiris, by defau