PaperStream Capture Getting

Started Guide
PaperStream Capture © 2013-2015 PFU Limited.

PaperStream IP © 2013-2015 PFU Limited.

Portions of PaperStream Capture were created using the following third-party software
components:

Nuance PDF Engine. Nuance and the Nuance logo are trademarks and/or registered
trademarks of Nuance Communications, Inc. and/or its affiliates in the United States and/or
other countries.

Foxit PDF SDK, © 2014 Foxit Corporation, all rights reserved.

ABBYY™ FineReader™ Engine © 2013 ABBYY Production LLC. ABBYY and FineReader are
trademarks of ABBYY Software, Ltd. which may be registered in some jurisdictions.

PixTools RunTime © 2007 EMC Corporation.

libtiff © 1988-1997 Sam Leffler, © 1991-1997 Silicon Graphics, Inc.

Apache log4net © 2004-2015 Apache Software Foundation.

Apache DotCMIS © Apache Software Foundation.

Intel JPEG Library © Intel Corporation.

2
 Table of Contents
Welcome ................................................................................................................... 1

Getting Started .......................................................................................................... 2

Licensing ................................................................................................................ 3

Activating a Software License ................................................................................. 4

Multiple Machines............................................................................................... 4

Activating a License at a Later Time ..................................................................... 4

Activating a License on Multiple Machines ................................................................ 5

Activating a License with No Internet Access ............................................................ 6

Deactivating a Software License ............................................................................. 7

Remove PaperStream Capture Pro ....................................................................... 7

Administrator Tool ............................................................................................. 7

Deactivation Application...................................................................................... 7

Using PaperStream Capture without a License .......................................................... 8

Evaluation Mode ................................................................................................ 8

Evaluation Expired ................................................................................................ 9

License Code ..................................................................................................... 9

Activate ............................................................................................................ 9

Buy .................................................................................................................. 9

Exit Application .................................................................................................. 9

License Utility..................................................................................................... 10

License Data File Location ................................................................................. 10

Activate .......................................................................................................... 10

Close .............................................................................................................. 10

How PaperStream Capture Works ............................................................................ 11

Typical Workflow ................................................................................................ 11

How Document Profiles Work .................................................................................. 12

Configure Administrator Settings ................................................................................ 13

Administrator Tool Overview ................................................................................... 13

General ................................................................................................................ 14

Logo Image ....................................................................................................... 14

i
 Table of Contents

Logo Name ........................................................................................................ 14

Display Sample Profiles ....................................................................................... 14

Reset Sample Profile ........................................................................................... 14

Thumbnail Image Quality..................................................................................... 14

Change binary to grayscale .................................................................................. 15

Show confirming message ................................................................................... 15

Password Lock.................................................................................................... 15

Use Password ..................................................................................................... 15

Driver Type ........................................................................................................ 15

Work Folder ....................................................................................................... 15

Usability ............................................................................................................... 16

Event Settings for Scanner Button ........................................................................ 16

Keyboard/Mouse ................................................................................................. 16

Click Mode ......................................................................................................... 16

Hot key to cancel scanning .................................................................................. 16

Activation ............................................................................................................. 17

Current License Information ................................................................................. 17

License Management ........................................................................................... 17

Station ................................................................................................................. 18

Process Settings ................................................................................................. 18

Storage Server ................................................................................................... 18

Update ................................................................................................................. 20

Maintenance Status ............................................................................................ 20

Expires .............................................................................................................. 20

Renew ............................................................................................................... 20

Update Options .................................................................................................. 20

Support ................................................................................................................ 21

Need Assistance? ................................................................................................ 21

Support Tools ..................................................................................................... 21

Logging to Event Log .......................................................................................... 21

Output Messages ................................................................................................ 21

Output Selected Log Events ................................................................................. 21

ii
PaperStream Capture Getting Started Guide

Configure Profiles ..................................................................................................... 23

Creating Document Profiles ..................................................................................... 24

Editing Document Profiles ....................................................................................... 25

Cloning Document Profiles ...................................................................................... 26

Deleting Document Profiles ..................................................................................... 27

Using PaperStream Capture ....................................................................................... 28

Scanning .............................................................................................................. 29

Scanning a Batch ................................................................................................ 29

Separating a Document Using Patch Codes ............................................................ 30

Separating a Document Using Barcodes................................................................. 31

Verifying Image Quality.......................................................................................... 32

Checking Images ................................................................................................ 33

Cutting Images .................................................................................................. 34

Copying Images ................................................................................................. 35

Pasting Images .................................................................................................. 36

Rotating Images ................................................................................................. 37

Deleting Images ................................................................................................. 38

Marking Images.................................................................................................. 39

Adding Scanned Images ...................................................................................... 40

Replacing Images ............................................................................................... 41

Indexing............................................................................................................... 42

Editing Index Entries ........................................................................................... 43

Releasing ............................................................................................................. 44

Releasing a Batch ............................................................................................... 44

Suspending a Batch ............................................................................................ 45

Managing Batches ................................................................................................. 46

Changing the Batch Priority in the Batch Manager ................................................... 47

Editing the Batch Name in the Batch Manager ........................................................ 48

Adding Comments in the Batch Manager................................................................ 49

Workspace .............................................................................................................. 50

PaperStream Capture Menu .................................................................................... 51

Configure Profiles Panel .......................................................................................... 52

iii
 Table of Contents

Name ................................................................................................................ 53

Name ............................................................................................................. 53

Description...................................................................................................... 53

Profile Preview ................................................................................................. 53

Icon ............................................................................................................... 53

Hot key .......................................................................................................... 53

Priority ........................................................................................................... 53

Hide Profile ..................................................................................................... 53

Source .............................................................................................................. 54

Source............................................................................................................ 54

Import ............................................................................................................ 54

Source Parameters ........................................................................................... 54

Scanner Driver Profile....................................................................................... 54

Mark Options ................................................................................................... 55

Display Options ............................................................................................... 55

Save Scanner Driver Profile ............................................................................... 56

Import Software License ................................................................................... 57

Import Mode ................................................................................................... 61

Destination ........................................................................................................ 62

Destination ..................................................................................................... 62

File Properties ................................................................................................. 62

Overwrite if the same file name already exists ..................................................... 62

File Type ......................................................................................................... 62

Options........................................................................................................... 62

Imprinter settings ............................................................................................ 62

Options........................................................................................................... 63

File Location .................................................................................................... 63

File Name ....................................................................................................... 63

Counter .......................................................................................................... 63

Network Folder Security.................................................................................... 64

SharePoint Options .......................................................................................... 65

FTP Options..................................................................................................... 66

iv
PaperStream Capture Getting Started Guide

Other Application Options ................................................................................. 68

PDF Options .................................................................................................... 70

File Formats .................................................................................................... 72

Folder Location Name Rule ................................................................................ 75

File Name Rule ................................................................................................ 77

Document and Page Counter Rules..................................................................... 79

Meta Data .......................................................................................................... 80

Field List ......................................................................................................... 80

Add ................................................................................................................ 80

Delete ............................................................................................................ 80

Field Attribute ................................................................................................. 80

Name ............................................................................................................. 80

Type .............................................................................................................. 80

Define Area ..................................................................................................... 80

OCR Language ................................................................................................. 81

Hide Field ....................................................................................................... 81

Attribute ......................................................................................................... 81

Barcode Type .................................................................................................. 81

Index File ....................................................................................................... 82

Output index information .................................................................................. 82

File Format ..................................................................................................... 82

File Name ....................................................................................................... 82

Automatically .................................................................................................. 82

Specified......................................................................................................... 82

Overwrite if a file exists .................................................................................... 82

Field Rules ...................................................................................................... 82

Character Mask................................................................................................ 82

Rule ............................................................................................................... 82

Length ............................................................................................................ 83

Numeric Value ................................................................................................. 83

Applied Page ................................................................................................... 83

Database Lookup ............................................................................................. 84

v
 Table of Contents

Choice List ...................................................................................................... 86

Choice List Import from Database ...................................................................... 87

Meta Data Field Attribute Define Area ................................................................. 89

Index Field Attributes - System ......................................................................... 91

Separation ......................................................................................................... 93

Blank Page ...................................................................................................... 93

Page Count ..................................................................................................... 93

Zonal OCR ...................................................................................................... 93

Patch Code...................................................................................................... 94

Barcode .......................................................................................................... 94

Meta Data Field Attribute Define Area ................................................................. 95

Test .................................................................................................................. 97

Toolbars ............................................................................................................... 98

Scan ................................................................................................................. 99

Scan Controls Toolbar .................................................................................... 100

Assisted Scan ................................................................................................ 103

QC .................................................................................................................. 105

QC Controls Toolbar ....................................................................................... 106

Index .............................................................................................................. 109

Index Controls Toolbar ................................................................................... 110

Indexing Page Navigation and Panel ................................................................. 113

Batch Manager ................................................................................................. 114

Tools ................................................................................................................. 115

Importer.......................................................................................................... 116

File .............................................................................................................. 116

Browse ......................................................................................................... 116

Type of import ............................................................................................... 116

Replace All .................................................................................................... 116

Add .............................................................................................................. 116

Run .............................................................................................................. 116

Close ............................................................................................................ 116

Help ............................................................................................................. 116

vi
PaperStream Capture Getting Started Guide

Exporter .......................................................................................................... 117

Document Profile List ..................................................................................... 117

Select All ...................................................................................................... 117

Clear All........................................................................................................ 117

Run .............................................................................................................. 117

Close ............................................................................................................ 117

Help ............................................................................................................. 117

Learning Center ..................................................................................................... 118

Starting a Scan with the Scanner Button ................................................................ 119

Automatically Saving Scanned Images ................................................................... 120

Configuring Index Fields Using Barcodes ................................................................ 121

Configuring Index Fields Using Zonal OCR .............................................................. 122

Using Barcode Values as File Names ...................................................................... 123

Adding Images with Assisted Add .......................................................................... 124

Replacing Images with Assisted Replace ................................................................. 125

Importing an Operational Environment ................................................................... 126

Exporting an Operational Environment ................................................................... 127

Defining an Area with Draw Zone .......................................................................... 128

Technical Specifications .......................................................................................... 129

File Formats ........................................................................................................ 130

Index Information File Format ............................................................................... 133

File Format ...................................................................................................... 133

Unicode Text .................................................................................................... 133

CSV ................................................................................................................ 133

XML ................................................................................................................ 134

Output Item and Order ...................................................................................... 135

Predefined Compression Format ............................................................................ 138

Barcode Types and Detection Parameters ............................................................... 139

One Dimensional Barcodes ................................................................................. 139

Two Dimensional Codes ..................................................................................... 139

One Dimensional Barcode Detection Parameters ................................................... 140

PDF417 Detection Parameters ............................................................................ 141

vii
 Table of Contents

QR Code Detection Parameters ........................................................................... 142

Data Matrix Detection Parameters....................................................................... 142

Notes: ............................................................................................................. 143

Zonal OCR Detection Parameters ........................................................................... 145

Document Text ................................................................................................. 145

PaperStream IP Driver Settings .......................................................................... 145

Notes .............................................................................................................. 145

Document Profile Import Results Log ..................................................................... 147

Folder for Import Results ................................................................................... 147

Contents of Import Results ................................................................................ 147

First Line ......................................................................................................... 147

Second and subsequent Lines ............................................................................ 147

Example of Output Log ...................................................................................... 147

Invalid Characters for File and Folder Names .......................................................... 149

Scanners and Feature Availability .......................................................................... 150

Availability of Mark pages when error is detected by Automatic Image Quality Checker
...................................................................................................................... 150

Availability of Mark pages when multifeed is detected ........................................... 150

Supported Operating Systems ............................................................................... 151

Supported Scanners ............................................................................................ 152

viii
Welcome
Welcome to the PaperStream Capture Help.

The following links give you general information about PaperStream Capture:
• Getting Started
• Configure Administrator Settings
• Configure Profiles
• Using PaperStream Capture

1
Getting Started

With PaperStream Capture, the typical task flow is as follows:

• Configure Settings
• Scan and View Documents and Images
• Verify Document and Image Quality
• Index Documents
• Release Batches

Before proceeding, familiarize yourself with the PaperStream Capture Workspace.

2
PaperStream Capture Getting Started Guide

Licensing

PaperStream Capture Pro requires an active license to use its features. This guide includes
the information that you need to activate a PaperStream Capture Pro license.

You need a working Internet connection to activate or update your product license. The
following information is included:
• Activating a software license
• Activating a license on multiple machines
• Activating a license with no Internet access
• Deactivating a software license
• Using PaperStream Capture without a license

3
 Getting Started

Activating a Software License

You can activate a PaperStream Capture Pro license to use all its features.

Multiple Machines

The administrator can activate a PaperStream Capture Pro license on multiple machines.
Usually they will do a Silent installation from a remote location, which does not display the
progress, features, or warning messages. However, errors will be displayed. See Activating
a License on Multiple Machines for details.

Activating a License at a Later Time

You can purchase a PaperStream Capture Pro license and activate it at a later time in the
following ways:
• Save the license code in a license.txt file located in the install folder. The next time
you start the application and have an Internet connection, the application will
automatically activate the license. Without an Internet connection, the License Utility
will create a license data file that can be used for offline activation.
• Launch the License Utility on the target computer to activate and save the activation
file. The next time you start the application, the license will automatically activate.
• Manually enter the license code in the Activation window. In the Administrator tool,
on the Activate tab, click Activate. Enter the license code in the License Code box
and then click Activate.

4
PaperStream Capture Getting Started Guide

Activating a License on Multiple Machines

Activating a license on multiple machines is done through a silent installation from a remote
location.

To activate a license on multiple machines:

1. Close all applications and ensure that you are logged on as a user with Administrator
rights.
2. In the Command Prompt window, enter the following to run the License Utility on
each machine:
LicenseUtility.exe -s -a -Tw -log="C:\Temp\PSCInst\PSCInst.log"
The command will run silently and perform the activation using the Fujitsu license
server for a workgroup license. A log file will also be created.

The command line can include the following parameters:

Command Description

Denotes silent installation. If not specified, then a message window will

-s
display.

-a Performs activation.

-d Performs deactivation.

-l Generates a log file.

-c Uses license code for activation.

Uses license code file for activation. The default is license.txt, located in
-f
the install folder.

Indicates the license server to access. The default is the Fujitsu license
-svr
server.

5
 Getting Started

Activating a License with No Internet Access

If you have no Internet access, you can still activate a PaperStream Capture Pro license.

With no Internet access, the License Utility will create a license data file, located in the
install folder. The machine ID will be included in the license data file.

To complete the activity, the administrator must collect all of the license data files from
each machine without an Internet connection and run the License Utility program on a
machine with Internet access.

6
PaperStream Capture Getting Started Guide

Deactivating a Software License

You can deactivate a PaperStream Capture Pro license as described below.

Remove PaperStream Capture Pro

If your computer is connected to the Internet and you remove PaperStream Capture Pro,
the license is automatically deactivated.

If a computer is not connected to the Internet and you remove PaperStream Capture Pro, a
deactivation data file is created and stored on the computer. You can use this file on
another Internet connected computer to deactivate the license using the License Utility.

Administrator Tool

In the Administrator tool, on the Activation tab, click Deactivate. The button will change
to Activate.

Deactivation Application

Launch the Deactivation application to deactivate the license.

7
 Getting Started

Using PaperStream Capture without a License

If you do not activate a PaperStream Capture Pro license, you can use the application in the
ways outlined below.

Evaluation Mode

You can use PaperStream Capture Pro in evaluation mode for a period of 15 days or 15
batches, whichever comes first. You can discontinue the evaluation license by activating a
PaperStream Capture Pro license at any time during your evaluation period.

When the evaluation period ends, you must purchase and apply a full PaperStream Capture
Pro license if you decide to upgrade the application license. The Evaluation Expired window
displays when you start the application. See Evaluation Expired for more details.

8
PaperStream Capture Getting Started Guide

Evaluation Expired

The evaluation period for PaperStream Capture Pro is 15 days or 15 batches scanned. You
can choose how to proceed in the Evaluation Expired window.

License Code

To continue using the full functionality, you must purchase a license and activate it. Enter
the License Code in the License Code box and then click Activate.

Activate

Activates the license when you enter a valid license code in the License Code box.

Buy

Allows you to easily purchase a license for PaperStream Capture Pro.

Exit Application

Exit PaperStream Capture Pro.

9
 Getting Started

License Utility

The PaperStream Capture Pro license utility is installed on the user's computer at the same
time as the application.

The License Utility performs license activation and license checks.

License Data File Location

Enter the location of the license data file. You can also navigate to the file location.

Activate

Activates the license according to the parameters in the license data file.

Close

Closes the window.

10
PaperStream Capture Getting Started Guide

How PaperStream Capture Works

PaperStream Capture is an easy-to-use document capture application. PaperStream Capture

uses the well-known concept of a profile, which contains a collection of all parameters
associated with scanning a batch of documents. Our comprehensive profile enables a user to
initiate and complete all operations associated with capturing a batch of documents with one
click.

PaperStream Capture is all about end-to-end simplicity.

Typical Workflow

Step 1 - Configuration

Create a document profile for a batch scan

Step 2 - Scan, QC, Index and Release

Scanning documents and release

Exception Handling

Exception batches are moved to Batch Manager for error handling. This allows you to
move on to scanning the next batch. You can also suspend a batch for future processing.
Suspended batches are also moved to Batch Manager.

11
 Getting Started

How Document Profiles Work

PaperStream Capture uses scanning profiles that include user-defined settings. Follow the
step-by-step interface to guide you through profile creation. Cloning an existing profile may
speed up the configuration process.

Once a profile is created, on the Scan tab, click the desired profile to start scanning. The
scanned images will appear as thumbnails. You can optionally change the view to full-page.

Perform image corrections instantly or use the Assisted Scan feature to optimize them
further.

Three sample profiles have been created for you. These are:
• Black and White
• Color
• Auto Color

The sample profiles can be displayed and used for scanning or you can hide them. Refer to
the General tab in Administrator Settings for more information.

If you plan to create customized profiles, you can clone a sample profile to save time.

12
Configure Administrator Settings

Administrator Tool Overview

Welcome to the PaperStream Capture Administrator Tool.

The Administrator Tool is used by a system administrator to maintain the PaperStream

Capture installation and set up a variety of preferences for operators.

With this feature, the administrator can access and set the following preferences:
• General
• Usability
• Activation
• Station
• Update
• Support

13
 Configure Administrator Settings

General

The General tab is used to set up general user interface elements including: set a password, select a
work folder and the sample profiles, and select thumbnail image quality.

Logo Image

Select and upload the image that you want displayed in the upper left of the application
window. The following image formats can be uploaded: BMP (.bmp), JPEG (.jpg), and PNG
(.png).

The image you upload must be exactly 200 pixels wide and 35 pixels tall (200x35). To
restore the default logo image, select the following file. Note that the following is the file
path for the default installation of PaperStream Capture.

C:\Program Files\fiScanner\PaperStream Capture\assets\img_logo_PSCpro.png

(For 64-bit operating systems, C:\Program Files (x86)\fiScanner\PaperStream

Capture\assets\img_logo_PSCpro.png)

Logo Name

In the Logo Name box, enter a name (for example, Your Company Name) that you want to
display in the title bar of the PaperStream Capture window. The title bar is located at the
top of the window. The result will appear as follows:

Your Company Name – PaperStream Capture

Display Sample Profiles

PaperStream Capture provides you with three sample profiles to help you get started:
• Black and White
• Color
• Auto Color

To display the profiles in the Scan tab, select the Display sample profiles check box .

To hide the profiles in the Scan tab, clear the Display sample profiles check box.

Reset Sample Profile

Click the Reset Sample Profile check box to display and restore an edited sample profile
to its default state.

Thumbnail Image Quality

Select the image quality of thumbnails. The available values are Low, Medium, and High.
High is the default value.

14
PaperStream Capture Getting Started Guide

High image quality produces sharper scanned images than in low image quality. It takes
more time to display the scanned images in high image quality.

Change binary to grayscale

To display B&W images in grayscale, select the Change binary to grayscale check box.

Show confirming message

Password Lock

You can protect the Administrator Tool settings by using a password to prevent
unauthorized access. Set a password with 16 or fewer alphanumeric characters.

When a password has been set, you will be prompted for a password before the
Administrator Tool window is displayed.

Use Password

To use a password, select the Use Password check box. Enter the password in the
Password box and enter it again in the Confirm box.

Write down the password in a safe place. PaperStream Capture cannot retrieve your
forgotten password.

If you must reset your password, please contact the support center.

Driver Type

The scanner driver is used when you create or edit a document profile. Select one of the
following scanner drivers to use for scanning: TWAIN or ISIS.

Work Folder

Stores batch data and system settings on the local machine. This is the local cache for
multi-station operations. Click Browse to navigate to the desired location.

15
 Configure Administrator Settings

Usability

Use this feature to create shortcuts that scan operators can use for repetitive tasks. You
can assign an action to be launched when a particular scan button is pressed. You can also
assign keyboard hot keys to provide quick access to a function within the application and set
the mouse click-mode.

Event Settings for Scanner Button

Configures scanner buttons to use a selected document profile.

Click the scanner button icon to which you want to apply the action. Then, click the arrow to
select the document profile to use when the scanner button is pressed.

Keyboard/Mouse

Click Mode

Configure the mouse to use single click or double click to perform operations. The default
mouse setting is single click.

Hot key to cancel scanning

To save time when starting and stopping scanning, create a custom keyboard command.

Select the Hot key to cancel scanning box and press any keyboard key combination you
want to set as hot keys. If no hot key is set, the default is the ESC key.

16
PaperStream Capture Getting Started Guide

Activation

The Activation tab provides information about the current license and shows how to learn
more about PaperStream Capture Pro, buy a license, or activate purchased licenses.

Current License Information

Provides information about:

• License Name: name of the currently enabled license.
• Licensed To: the user to whom the current license applies.
• License Code: license code issued by Fujitsu.
• License Type: type of license purchased. This can depend on scanner and
workstation.
• Licensed Features: any special features licensed.
• Machine ID: unique id of machine for which current license applies.
• Maintenance Expiration: maintenance expiration date when valid. For evaluation
licenses, this shows the number of batches and days left in the evaluation period.

License Management

Tell Me More

Learn more about PaperStream Capture.

Buy

Purchase or upgrade a license or maintenance contract. You will be directed to the

PaperStream e-commerce website.

Activate

Activates a new license. Activate changes to Deactivate when a license is activated. Import
Activate changes to Import Deactivate when an import license is activated.

17
 Configure Administrator Settings

Station

Specify the parameters that apply to this workstation.

Process Settings

Select one or more of the following processes that will be enabled on this workstation.

Scan

Requires a Scan license.

QC

Requires a Scan license or a QC/Index station license.

Index

Requires a Scan license or a QC/Index station license

Show next batch automatically

When an operator completes processing a batch within Scan, QC or Index on this

workstation, the next batch waiting for that same operation is shown automatically.

Storage Server

Useful with a multi-station configuration. When two workstations are performing scanning,
all the batches that get scanned are sent to a central storage location (storage server). The
images and meta data can then be accessed from any of the work stations.

Address

Enter the address of the storages server as an IP address. For example: 10.232.196.11:80.

Test

Tests connectivity to the storage server.

Note If you use Windows(R) 8.1, Windows Server(R) 2012 and Windows Server(R) 2012 R2
as a storage server, you may fail connection test from workstations. Change "Location
Type" to "Private" from "Public" by using secpol.msc commnad. Refer to the administrator.

Storage Work Folder

Enter the path to the folder where you want to store the files if the current workstation is
the storage server. If the current workstation is not the storage server, the Storage Work
Folder does not need to be specified.

Browse

Click to search for and select the storage server file folder directory.

Release Service

18
PaperStream Capture Getting Started Guide

The release service works on the storage server and releases batches in the background
when they have been completed. If this is the storage server workstation, start this service
before using PaperStream Capture.

Storage Firewall

Ensures that the firewall is opened for the storage server. Otherwise, other machines cannot
communicate with this server. The firewall can also be opened by the administrator through
the system control panel.

19
 Configure Administrator Settings

Update

PaperStream Capture can check for updates and notify you when an update is available.

Maintenance Status

Provides information about the status of a maintenance contract.

Expires

Displays the expiration date of the maintenance contract.

Renew

Renew a maintenance contract. You will be directed to the PaperStream e-commerce

website.

Update Options

If an update is available, a message appears in the Windows notification area. Click the link
in the message to initiate a download. This message window appears for automatic and
manual checks.

Check for updates every n weeks.

Enter the number of intervals between 1 and 12 weeks that you want to check for updates
automatically.

Do not check automatically

Select to turn off automatic checking for updates.

Check Now

If you do not check automatically, you can check manually at any time.

20
PaperStream Capture Getting Started Guide

Support

Provides the information you need to resolve issues and log errors.

Need Assistance?

Provides a list of resources to get assistance.

Support Tools

Logging to Event Log

Scan history and errors that occur in PaperStream Capture can be logged in a log file and
the Windows event log. The default location for the log file is
C:\ProgramData\PaperStreamCapture\log. You can view the Windows event log in the Event
Viewer application.

Output Messages

Select to log displayed message to the event log file.

Output Selected Log Events

Select the Output selected log events check box and then choose one or more of the
following events to log to the event log file.

Log Event
Item Name Description
Type

Scanning Logs an event after a scan is performed. Information

Logs an event after a page is deleted.

Also logs an event after a page is deleted by

Page removal the blank page skip function. Information

Does not log an event when a separator page

is removed.

Logs an event when you stop a scan in

Paper jam response to a PaperStream IP driver message Error
about paper jams.

Logs an event when PaperStream

Capture receives a multifeed notification.
Multifeed Error
When a function such as PaperStream IP
driver's multifeed recovery enables a scan to

21
 Configure Administrator Settings

be continued, a log is not output.

Logs an event when an error occurs during

Other errors Error
scanning a document.

Create Batch Logs an event during batch creation. Information

Start Scan Logs an event when scanning starts. Information

End Scan Logs an event when scanning stops. Information

Start QC Logs an event when QC starts. Information

End QC Logs an event when QC ends. Information

Start
Logs an event when indexing starts. Information
Indexing

End Indexing Logs an event when indexing ends. Information

22
 Configure Profiles

The capture and destination settings can be saved as a document profile before scanning a
document. From the Configure Profiles panel you can:
• Create, edit, clone, and delete document profiles.
• Sort according to name, creation date and modified date.

After a document profile is created, the profile will be available for scanning after exiting
Configure Profiles.

When you are ready to scan, click a document profile to begin scanning. The scanned
images then appear in the Image Viewer where you can perform additional operations
such as corrections or other optimization operations.

PaperStream Capture supplies you with three sample document profiles to get started. You
can clone them to create new profiles or create entirely new profiles.

Before proceeding with configuring document profiles, familiarize yourself with the
customizable properties in the six-step workflow:
• Name
• Source
• Destination
• Meta Data
• Separation
• Test

1. Configure Profiles Panel Controls

Control Description

Displays tab names and their settings. The selected tab

Configure Profiles Panel displays its controls in the window on the right-side. Click a
tab to switch to the corresponding tab window.

Previous Displays the previous tab.

Next Displays the next tab.

Save Applies the changed settings.

Close Closes the Configure Profiles panel.

23
 Configure Profiles

Creating Document Profiles

Document profiles can be created in the following two ways:

• Creating new document profiles
• Cloning existing document profiles

To create a new document profile:

1. On the PaperStream Capture Menu, click Configure Profiles.

2. On the Document Profile panel, click the Plus (+) sign located near the top of the
panel.
3. On the Name tab, configure a name and icon of the document profile.
4. On the Source tab, configure the scanner and scan settings.
5. On the Destination tab, specify the output file format and the target location to
output the file.
6. On the Meta Data tab, specify indexes if needed.
7. On the Separation tab, specify the way of dividing documents if needed.
8. Click Save if you have finished or use the Test tab to verify that the settings are
working correctly.

To verify settings are working correctly:

1. On the Test tab, review the document profile summary.

2. Load a document in the scanner.
3. On the Document Profile Summary window, click the Document Profile icon to start
scanning.
4. Check the scanned images and index values if applicable. The test procedure does
everything except release the batch.
5. Click one of the following:
• Complete Scan: Creates a batch that will be processed according to the
configured properties.
• Exit Test: No batch is created and no scanned images are processed.

Tip Up to 100 document profiles including sample document profiles can be saved.

24
PaperStream Capture Getting Started Guide

Editing Document Profiles

You can edit an existing document profile, including any of the sample profiles that were
included with PaperStream Capture.

To edit a document profile:

1. On the PaperStream Capture Menu, click Configure Profiles.

2. On the Document Profile panel, click a document profile you want to edit.
3. Click Edit.
4. Check the settings in each tab and change if needed. For details, refer to the
description of each tab:
• Name
• Source
• Destination
• Meta Data
• Separation
• Test
5. Click Save.

25
 Configure Profiles

Cloning Document Profiles

Document profiles can be created in either of the following two ways:

• Creating new document profiles
• Cloning existing document profiles

To clone an existing document profile:

1. On the PaperStream Capture menu, click Configure Profiles.

2. On the Document Profile panel, click an existing document profile.
3. Click Clone.
The Name tab for the new profile appears. The new profile has the same settings of
the existing document profile.
4. Check the settings in each tab and change if needed. For details, refer to the
description of each tab:
• Source
• Destination
• Meta Data
• Separation
• Test
5. Click Save.

Tip Up to 100 document profiles including sample document profiles can be saved.

26
PaperStream Capture Getting Started Guide

Deleting Document Profiles

To delete document profiles:

1. On the PaperStream Capture menu, click Configure Profiles.

2. On the Document Profile panel, click an existing document profile that you want to
delete.
3. Click Delete.
The Delete window appears.
4. Click OK.

27
Using PaperStream Capture

PaperStream Capture has a simple and easy to use interface aimed at shortening operation
time and increasing work efficiency.

By combining the fi Series scanner, PaperStream IP and PaperStream Capture, operational

efficiency can be improved.

Start Scanning by clicking on a profile icon which contains previously configured settings.

Scanned image data will be grouped and displayed in thumbnail view for easy viewing.
Multifeed or scanning errors will be displayed in color for fast and easy quality assurance. A
batch can be suspended while reviewing images. This allows operators to scan multiple
batches and then review them all later.

The following provides information on the typical scanning operation flow:

• Scanning
• Verifying Image Quality
• Indexing
• Releasing
• Managing Batches

28
PaperStream Capture Getting Started Guide

Scanning

Scanning a Batch

Using a scanner from the fi Series, load a document in the scanner and then select a
document profile that best fits your scanning requirements.

For details about how to load documents, refer to the Operator's Guide for your scanner.

To scan a document:

1. On the Menu, click Scan.

2. On the Document Profile panel, click a document profile.
Scanning starts according to the selected document profile settings.
If continuous scanning is available, a message window appears. Check the message
and continue scanning as needed.
3. When scanning is finished, the Scan tab appears with a browser view of the scanned
batch.

Important During scanning, do not connect and disconnect the scanner and other USB
devices or switch users. Also, do not click any buttons on the Menu or other document
profiles.

Tip To stop an ongoing scan, click Cancel on the document profile during scanning. If no page is
scanned, the Scan window appears.

29
 Using PaperStream Capture

Separating a Document Using Patch Codes

PaperStream Capture supports the separation function using patch code sheets.

This function allows you to separate the scanned images of a batch into sets of documents
without interrupting the ongoing scan. The scanned images are separated into documents.

To separate a document using patch codes:

1. Prepare patch code sheets.

2. Select a scan document profile that is configured to use patch codes for document
separation.
3. Load the batch of documents in the scanner with a patch code sheet inserted
wherever you want the document separated.
4. After scanning finishes, check that the scanned images are separated correctly.

30
PaperStream Capture Getting Started Guide

Separating a Document Using Barcodes

PaperStream Capture supports the separation function using barcode-printed sheets.

This function allows you to separate the scanned images of a batch into sets of documents
without interrupting the ongoing scan.

PaperStream Capture supports the separation function using barcode-printed sheets.

To separate a document using barcodes:

1. Prepare and print barcodes by referring to Barcode Types and Detection Parameters.
2. Select a scan document profile that is configured to use barcodes for document
separation.
3. Load the batch of documents in the scanner with a barcode sheet inserted wherever
you want the document separated.
4. After scanning finishes, check that the scanned images are separated correctly.

Important If you scan a document with an undefined barcode type for this function, the
document may not be divided correctly and the scanned images may also be deleted
depending on the scan settings. Carefully check the document in advance. We recommend
limiting the types or the area of barcodes to be detected.

Tip If no area is selected for barcode detection, the system tries to detect barcodes on the
entire document.

31
 Using PaperStream Capture

Verifying Image Quality

By performing a quality control check you can ensure that:

• Pages were successfully scanned
• Image quality is acceptable
• Images are rotated correctly
• Images are in the correct order
• Documents are correctly separated
• And other options.

You can perform these quality control checks in the Scan image viewer. If you are using
PaperStream Capture Pro, you have the option of performing these quality control checks in
the QC image viewer.

32
PaperStream Capture Getting Started Guide

Checking Images

You can check the details of individual images and make corrections before releasing a
batch.

To check images:

1. On the Scan Image Viewer, do one of the following:

• Double-click the image you want to check.
• Select the image and then on the Scan toolbar, in the Edit group, click Full
Page.
2. Check the details of the image.
3. Edit the image using the features on the Scan Controls toolbar.

33
 Using PaperStream Capture

Cutting Images

You can delete selected images and place them on the Clipboard in Windows Explorer. After
cutting or copying them you can paste one or more images into PaperStream Capture.

To cut images:

1. On the Scan Image Viewer, select the check box of the images you want to cut.
2. On the Scan toolbar, in the Edit group, click Cut.
The selected image or images are cut from the document and placed on the
Clipboard.

34
PaperStream Capture Getting Started Guide

Copying Images

You can copy selected images and place them on the Clipboard. After copying them you can
paste one or more images into PaperStream Capture.

To copy pages:

1. On the Image Viewer, do one of the following:

• Select the image you want to copy.
• Hold down the Ctrl key and click the images that you want to copy.
2. On the Scan toolbar, in the Edit group, click Copy.
The selected image or images are copied and placed on the Clipboard.

35
 Using PaperStream Capture

Pasting Images

You can paste one or more cut or copied images into the Scan tab image viewer.

To paste images:

1. On the Scan image viewer, do one of the following in the document where you want
to paste the images:
• Click any image in the document.
• Click the document title bar.
2. On the Scan toolbar, in the Edit group, click Paste.

36
PaperStream Capture Getting Started Guide

Rotating Images

You can rotate images that were scanned with the wrong orientation.

To rotate images:

1. On the Image Viewer, do one of the following:

• Select the image you want to rotate.
• Hold down the Ctrl key and click the images that you want to rotate.
2. On the Scan toolbar, in the Edit group, click one of the following:
• Rotate 90
• Rotate -90
• Rotate 180
The selected image or images are rotated.

37
 Using PaperStream Capture

Deleting Images

You can delete one or more images within a document or multiple documents.

Tip If you delete an image by mistake, click Undo to restore it.

To delete scanned images or documents:

1. On the Scan Image Viewer, do one of the following:

• Select the image you want to delete.
• Hold down the Ctrl key and click the images that you want to delete.
2. On the Scan toolbar, in the Edit group, click Delete.
3. When prompted to confirm deleting the selection, click Yes.
The selected images are deleted.

38
PaperStream Capture Getting Started Guide

Marking Images

You can mark images to easily sort and identify them for later processing.

To mark images:

1. On the Image Viewer, do one of the following:

• Select the image you want to mark.
• Hold down the Ctrl key and click the images that you want to mark.
2. On the Scan toolbar, in the Edit group, click Mark.
The frame around the marked images changes to orange.

To unmark images:

1. On the Image Viewer, do one of the following:

• Select the marked image you want to unmark.
• Hold down the Ctrl key and click the marked images that you want to
unmark.
2. On the Scan toolbar, in the Edit group, click Unmark.
The frame around the marked images changes to blue.

Tip To view only marked images: On the Scan toolbar, in the View group, click Filter and
then click Mark.

39
 Using PaperStream Capture

Adding Scanned Images

You can add new scanned images into documents by scanning or inserting an existing file
on your computer harddrive.

To add images:

1. Load a document in the scanner.

2. On the Scan image viewer, do one of the following in the document where you want
to add the images:
• Click any image in the document.
• Click the document title bar.
3. On the Scan toolbar, in the Scan group, click Add.
Scanning starts and adds its scanned images at the selected image or at the end of
the selected document. Uses the same settings as the scanned images.

To insert a file:

1. On the Scan image viewer, do one of the following in the document where you want
to insert the file:
• Click any image in the document.
• Click the document title bar.
2. On the Scan toolbar, in the Others group, click Insert File.
The Open window displays.
3. Navigate to the file you want to insert and click Open.
The file is added at the selected image or at the end of the selected document.

Tip For multi-image output, you cannot insert pages by selecting a file.

Tip For multi-image output, images are edited on a per-image basis. When the first image
is selected, the second and third images are edited at the same time.

40
PaperStream Capture Getting Started Guide

Replacing Images

You can rescan and replace selected images in a single document.

To replace images:

1. Load the pages in the scanner to replace the scanned images.

2. On the Scan image viewer, do one of the following in the document where you want
to replace the images:
• Click any image in the document.
• Select multiple images in the document.
3. On the Scan toolbar, in the Scan group, click Replace.
Scanning starts and the selected images are replaced when the scanning is
completed. Uses the same settings as the scanned images.

Tip For multi-image output, you cannot replace the page or pages by selecting a file.

41
 Using PaperStream Capture

Indexing

An index (also known as meta data) is information that is extracted from a scanned
document. This data can include barcodes and zonal OCR values as well as system
variables, manually entered information and more. For more information, refer to the Meta
Data tab.

Barcode and zonal OCR can be configured to contain indexing information that is used later
in document management systems.

You can also create validation rules for the extracted data. Index and validation data can be
pre-defined or entered manually as documents are scanned.

42
PaperStream Capture Getting Started Guide

Editing Index Entries

During document processing, you can enter or change an index entry.

To edit an index entry:

1. On the Index Image Viewer, in the Index panel, tab to the index entry that you
want to edit.
2. Delete the content that you want to change and enter the new index information.
3. Continue the indexing process.

Index entry fields that require corrections are marked with a red outline. Corrections may
be required because required values were not entered or because the values are invalid.
Batches cannot be released unless incorrect index values are corrected.

43
 Using PaperStream Capture

Releasing

Releasing a Batch

Batches are released and saved to the location and format configured on the Destination
tab of the Document Profile panel.

When scanning is complete you can release the document to the specified location. The
batch is released to the predetermined location after it passes through each process as
indicated in the system setup. Batch releases can fail if the destination information is
incorrect.

Scanning, and QC and Indexing are processes in the capture flow. A separate station can be
used to execute each of these processes or they can all be done on one station.

Batch level processing requirements are based on batch profiles. If a batch requires QC, it is
specified in the batch profile. If a batch has indexes, it has to go through indexing. If a
batch has no indexes and no QC requirement is specified in the profile, the batch can be
released after scanning.

TIP In the Batch Manager, a yellow bar at the bottom right indicates if a batch released
failed.

To release a document:

1. On the Scan tab, click Complete Batch.

2. When prompted to confirm the batch release, click Yes.
The current batch is completed and sent to the Batch Manager. The next batch is
either shown automatically or the user can select the next batch to process. You can
also check the Batch Manager to view the current state of any batch.

44
PaperStream Capture Getting Started Guide

Suspending a Batch

You can suspend a batch before it finishes processing. The batch does not go to the next
station in the queue and will be available for processing at a later time.

To suspend the current batch:

1. On the Scan tab, click Suspend Batch.

2. When prompted to confirm the batch job suspension, select one of the following from
the Reason list:
• Resume later
• Image Quality
• Other
You can also enter a reason in the text box.
3. Click Yes.
The current batch is suspended and sent to the Batch Manager. The next batch is
either shown automatically or the user can select the next batch to process. You can
also check the Batch Manager to view the current state of any batch.

45
 Using PaperStream Capture

Managing Batches

The Batch Manager shows a list of batches in varying process states. Operators can review
the Batch Manager to check if batches are being processed or if any are in a suspend or
erroneous status.

The Batch Manager lists the batch name, state, status, creation date, priority, operator and
comments. The information listed in the Batch Manager updates each time a batch state or
status changes.

Batch properties can be edited in the Batch Manager. You can edit the following:
• Batch Name
• State
• Status
• Priority (Administrator only)
• Operator
• Add a comment

46
PaperStream Capture Getting Started Guide

Changing the Batch Priority in the Batch Manager

You can change the priority level for processing the batch. The priority can be one of the
following:
• High
• Normal

The priority is part of the document profile that was used to scan the documents. It is set in
the Document Profile panel on the Name tab. The administrator usually configures the
document profiles.

To change the batch priority:

1. On the Batch Manager tab, click the Priority column for the batch for which you
want to change the priority.
2. Click the Priority arrow.
3. In the Priority box, select one of the following:
• High
• Normal

Tip Only the administrator can change the batch priority in the batch manager.

47
 Using PaperStream Capture

Editing the Batch Name in the Batch Manager

In the batch manager, the administrator can edit the name of a batch.

To edit a batch name:

1. On the Batch Manager tab, move the pointer over the Batch Name column for the
batch that you want to change.
The Edit button displays.
2. Click Edit.
The insertion cursor displays.
3. Edit the name in the Batch Name box and then press Enter.

Tip Only the administrator can edit the batch name in the batch manager.

48
PaperStream Capture Getting Started Guide

Adding Comments in the Batch Manager

In the batch manager, comments can be added for any batch.

To add comments to a batch:

1. On the Batch Manager tab, move the pointer over the Comments column for the
batch that you want to add a comment.
The Edit button displays.
2. Click Edit.
The Comments window displays.
3. Enter the comment in the Comment box and then click Save.
4. Click Close to close the window and return to the Batch Manager.

Tip If a comment was added in the Suspend Batch window, it will display in the comment
column.

49
Workspace

The PaperStream Capture Workspace includes the following:

• PaperStream Capture Menu
• Configure Profiles Panel
• Toolbars

50
PaperStream Capture Getting Started Guide

PaperStream Capture Menu

Use the PaperStream Capture menu to access functions in the Administrator tool, configure
document profiles, and to open the online Help.

To open or close the PaperStream Capture menu, click the down arrow at the top left of the
PaperStream Capture window.

PaperStream Capture Menu commands:

• Welcome
• Configure Profiles: Opens the Configure Profiles panel.
• Administrator Tool: Sets the preference options for the application.
• Online Resources: Opens the PaperStream Capture Help
• About: Provides information about PaperStream Capture including the software
version and copyright data.
• Exit PaperStream Capture: When you are finished, save your work and exit
PaperStream Capture.

51
 Workspace

Configure Profiles Panel

You can configure document profiles to be used for scanning. Each document profile
includes the following setting tabs:
• Name
• Source
• Destination
• Meta Data
• Separation
• Test

52
PaperStream Capture Getting Started Guide

Name

The name, icon and other settings of a document profile can be configured.

Name

Name of the document profile that displays on the document profile.

Enter the document profile name in the Name box. The document profile name can contain
up to 128 characters.

Illegal characters (\ / : * ? " < > |) and environment-dependent (Unicode) characters

cannot be used in document profile names.

Description

Short description that displays on the document profile. Enter the description in the
Description box. The document profile description can contain up to 128 characters.

Profile Preview

Displays a preview of the document profile icon.

Icon

The icon that displays for the document profile. Select an icon from the Icon box. To add
your own icon, create the file in PNG (.png) format. Click Add and navigate to the file
location. Select the desire file and click Open. The icon displays in the Icon box.

Note You need to double-click on icon to apply icon to the document profile.

Hot key

Stores a keyboard shortcut to use to start scanning. In the Hot key box, enter the
keyboard shortcut combination you want to use.

Priority

Assigns the initial priority to a batch. The priority indicates the order in which batches are
processed, with High being the higher priority. Choose from the following:
• Normal
• High

Hide Profile

Hides a profile on the Scan menu in the Document Profile panel.

53
 Workspace

Source

The Source window provides options for your scan or import operation.

Source

Selects a source for your scan or import operation.

The names of the scanners connected to the workstation or the name of the scanner used to
create the profile are shown in the scanner list.

Click the Scanner arrow to select the scanner.

Import

Use Import to import images to PaperStream Capture without connecting your computer to
a scanner. For more information,refer to PaperStream IP Import.

Source Parameters

Contains controls for your scan or import operation, including:

• Color Mode: B&W, Gray, Color, Auto-Color (B&W/Color), and Scanner Driver.
• Resolution: 150 dpi, 200 dpi, 240 dpi, 300 dpi, 400 dpi, 600 dpi and Scanner Driver.
• Paper Size: Select from the available paper sizes and Scanner Driver. The available
paper sizes are based on your scanner model.
• Sides: Select from the available sides and Scanner Driver. The available sides are
based on your scanner model.
• Continuous Scan: Allows you to divide documents into smaller stacks and merge
them into one file after scanning. Displays a confirmation message after a scan
asking whether or not to continue scanning.
• After Scan Corrections: Allows you to make corrections to images after scanning
without having to rescan the document.

Note The Scanner Driver setting can be used when an advanced driver parameter is used.

Scanner Driver Profile

Selects or edits a scanner driver profile to use for scanning.

In the Scanner Driver Profile list, select a driver.

Edit

Edits the selected scanner driver parameters. Click Edit to open the window and make the
desired changes.

Save As

Opens the Save As window. Saves the scanner driver profile with a new name.

54
PaperStream Capture Getting Started Guide

Save

Opens the Save window. Saves and overwrites the scanner driver profile with the changed
settings.

Mark Options

Marks images according to the selected mark options:

• AIQC: Marks images that fail the Automatic Image Quality Check.
• Multifeed: Marks images that were scanned using multifeed without stopping the
scanner.
• Blank: Marks images detected as blank without deleting them. Marked images are
highlighted in the image viewer and can be filtered for easier browsing and
corrections.

Display Options

Selects how images and the application are displayed during or after scanning. You can
select one or more of the following options:
• Show Images During Scan: Shows the images as they are scanned.
• Release After Scan: Releases the batch when scanning is finished. Images will not be
shown during or after scanning.
• Minimize App. During Scan: Minimizes the PaperStream Capture application during
scanning. You must restore PaperStream Capture when scanning is finished.
• Enable Separate QC: Enables images to go through a separate QC step from Scan.
• Exit App. After Scan: Exits the PaperStream Capture application when scanning is
finished.

55
 Workspace

Save Scanner Driver Profile

Saves the scanner driver profile as a new profile or overwrites the existing settings.

Save As

New Profile

Enter a new profile name to create and save a new profile.

Save

New Profile

Enter a new profile name to create and save a new profile.

Overwrite this profile

Overwrites and saves the existing profile with the changed settings.

56
PaperStream Capture Getting Started Guide

Import Software License

Use Import to import images to PaperStream Capture without connecting your computer to
a scanner. Instead of scanning a document using a scanner, use PaperStream Capture to
import them from a designated folder on your computer.

The following Import settings must be configured in the PaperStream IP Import dialog box.
To edit the Import settings, select a scanner driver profile and then click Edit.

Paper Source

The selection is Feeder (Front Side.) Selection cannot be changed for import.

Resolution

Select the image resolution in DPI (Dots Per Inch.) Select from the standard resolution
values in the list or select Custom to enter a custom resolution in increments of 1 DPI.

If multiple image modes are selected in the scan settings, you can set different setting
values for each image mode.

None is shown only when you use Import data source. Resolution will be not changed from
original file.

When using Import Mode, the resolution of original file will be considered as follows:
Resolution of original file Checking result

0 DPI to 149 DPI → 150 DPI

150 DPI to 600 DPI → Same resolution as original file

601 DPI to 1199 DPI → 600 DPI

1200 DPI or greater than 1200 DPI → 1200 DPI

Paper Size

Select the paper size of the image to be scanned. Select from the standard paper sizes in
the list or select Custom to enter a custom size.

Switch to Normal (Simple) dialog

Switches between the Normal and Simple dialog windows. The Normal window contains all
the settings.

Import

Select to view all the import options.

57
 Workspace

Source Folder

Folder Name

Specify the folder name to search and read target files. If Folder Name is empty, the
Folder Select window displays.

The file or folder name cannot include the following characters:

?*<> |

Note Import Mode cannot import correctly when the file or folder name includes
invalid character codes against the System Locale setting language.

File Extensions

Enter the file extension of the images you want to import from the selected folder.

Specify extensions for target files with “;” (semicolon) separation.

This parameter can include some characters as “a-z” and “A-Z” and “;”.

This parameter will be equal to “jpg;bmp;tif” when this parameter is empty or only
“;”.

Search for file in folder recursively

Specify whether to search for the target file in all sub-folders.

Watch Folder

On

PaperStream IP will watch the specified folder for any new image files and
automatically import them as they come into the folder. Import stops when the
specified end of batch condition is encountered such as time expired, file count limit is
reached, or end marker file name detected.

Note 1) Depending on kind of server, the Watch Folder cannot work correctly with
network folder.
2) This parameter will not work with the Preview window. It is always “Off” with
Preview window.

Off

The import process will process all files in the folder when it is initiated.

End of Batch Condition

Time Limit

58
PaperStream Capture Getting Started Guide

Sets the wait time for the next file expressed in seconds from 0 to 255. When 0 is set,
the wait time has no limit.

The timeout starts after the first image is read.

Limit Number of Files

Sets the limit number of files to read within the limit of 0 to 65535. 0 indicates
unlimited.

End Marker File Name

When a file that name is same as this parameter is stored, PaperStream IP will stop
reading. This string is added to the top of file name.

This parameter cannot include the following characters:

\/:?“<>|

End of Batch

Specifies what to do with the source images when the batch has ended.

Do Nothing

Does not do anything.

Add Prefix

Adds characters to the beginning of the file name.

Add Suffix

Adds characters to the end of the file name.

Note The default characters for both Suffix and Prefix is IMPORTED. You can edit this
as desired.

Scan

Scan is not enabled when Import is selected.

OK

Saves the settings and closes the window.

Cancel

Cancels the settings and closes the window.

59
 Workspace

Preview

Scans according to the settings and shows the preview.

Default Settings

The following are the default setting values. Other initialize setting values are same as other
scanner devices.

Setting Name Value

[Basic]-[Resolution] Unknown

[Basic]-[Paper Size] Unknown

[Page]-[Cropping] None

[Import]-[Source Folder]: Folder Name “” (Empty)

[Import]-[Source Folder]: File Extensions “bmp;jpg;tif;jpeg;tiff”

[Import]-[Source Folder]: Search for file in folder

On
recursively

[Import]-[Watch Folder]: Watch Folder Off

[Import]-[Watch Folder]: Time Limit 30

[Import]-[Watch Folder]: Limit Number of Files 0

[Import]-[Watch Folder]: End-Marker File Name “DISKIMPORT-END-MARKER.bmp”

[Import]-[End Of Batch]: On end of batch Do Nothing

[Import]-[End Of Batch]: On end of batch “IMPORTED”

60
PaperStream Capture Getting Started Guide

Import Mode

1. User cannot use some settings. See PaperStream IP Settings on Reprocess Mode &
Import Mode.
2. User cannot change settings as follows when Import Mode.
• Use separate settings for front or back side
3. Import Mode is supported TWAIN (except ISIS and TWAIN64) only.
4. Import Mode supports any images as follows:
Item Note

Resolution 150 DPI to 600 DPI and 1200 DPI (*1)

Windows Bitmap

JFIF (JPEG)
File Format
TIFF (No-Compression / JPEG / Old-JPEG / CCITT-G4 /
CCITT-G3 / Packbits)

File Size Minimum: 1 inch x 1 inch (*2)

(*1) Resolution in original image file will be considered as follows:

Resolution of original file Checking result

0 DPI or no resolution information → 300 DPI

1 DPI to 149 DPI → 150 DPI

150 DPI to 600 DPI → Same resolution as original

file

601 DPI to 1199 DPI → 600 DPI

1200 DPI or greater than 1200 → 1200 DPI

DPI

(*2) Image will be made larger to 1 inch x 1 inch with white padding when imported image is too small.

61
 Workspace

Destination

Sets the file format and the target location for output files.

Destination

Select the destination for scanned and indexed documents.

• Folder
• Network Folder
• SharePoint
• FTP
• Other app.

File Properties

Overwrite if the same file name already exists

Select to always overwrite any file with the same name in the folder where the file is to be
output.

File Type

Sets the file format of scanned images. For available values for the file format and the
compression format, refer to File Format.

Options

Configure the options used for the following file types:

• Windows Bitmap (*.bmp)
• Tagged Image File (*.tif)
• PDF File (*.pdf)
• SinglePage PDF File (*.pdf)
• PDF/A File (*.pdf)
• SinglePage PDF/A File (*.pdf)

For more information refer to File Format.

Imprinter settings

Sets the page counter initial value to the imprinter counter initial value (by overwriting the
PaperStream IP driver settings).

This is available for scanners with an imprinter unit. This setting is ignored for scanners not
equipped with an imprinter unit.

When multi-image output is disabled in the PaperStream IP driver settings, specify an

appropriate value for the counter step of the imprinter.

62
PaperStream Capture Getting Started Guide

If the imprinter counter exceeds 99999999 during scanning, the imprinter counter resets to
zero. After scanning starts, the page and imprinter counters are updated separately.

Do not link to imprinter

Select if you not want imprinter marks on scanned pages.

Print page count

Includes the page count in the imprinter mark.

Print batch folder

Includes the batch folder text in the imprinter mark.

Print batch folder and page count

Includes the page count and batch folder text in the imprinter mark.

Minimum digits

Select the minimum number of digits to imprint for the page counter length.

Options

Sets the PDF options. For more information, refer to PDF Options.

File Location

Sets the folder path location where the file is stored based on the selected Name Rule. For
more information, refer to Folder Location Name Rules.

File Name

Sets the name for the output files based on the selected Name Rule. For more information,
refer to File Name Rules.

Counter

Sets the page or document counter rules to use when selected in the File Name rules. For
more information, refer to Document and Page Counter Rules.

63
 Workspace

Network Folder Security

Configure these options when you set Network Folder as the destination for saving
scanned images.

User Name

Enter the user name to access the network folder.

Password

Enter the password to access the network folder.

OK

Saves the settings and closes the window.

Cancel

Cancels the settings and closes the window.

64
PaperStream Capture Getting Started Guide

SharePoint Options

Configure these options when you set SharePoint as the destination for saving scanned
images.

Site URL

Enter the URL of the SharePoint site you want to use.

User Name

Enter the user name for signing into SharePoint.

Password

Enter the password for signing into SharePoint.

Connect

Connect to the site and signs into the site with user name and password. If a connection is
established, SharePoint libraries are displayed in the Library list.

Library

Select a library for SharePoint from the Library list.

Content Types

Select a content type to use for categorizing the scanned documents.

OK

Saves the settings and closes the window.

Cancel

Cancels the settings and closes the window.

Note File size is depends on SharePoint server time out settings. Refer to the administrator.

65
 Workspace

FTP Options

Configure these options when you set FTP as the destination for saving scanned images.

Host

Enter a name of the FTP server to transfer files to.

Port

Enter the port number of the FTP server. You can use the standard value. If the server
administrator specifies a different port, change the setting accordingly.

User Authentication

Select if you log into the FTP server.

User Name

Enter a user name.

Password

Enter a password.

Anonymous

Select if you log into an anonymous FTP server that can be connected via an anonymous
name.

E-mail Address

Enter an e-mail address for logging into the FTP server anonymously.

Time-out

Select to set the wait time before the connection times out if the FTP server does not
respond.

Connecting

Enter the number of seconds before the connection times out if the FTP server does
not respond. The default is 60 seconds.

Data Transfer

66
PaperStream Capture Getting Started Guide

Enter the number of seconds before the connection times out if the FTP server does
not respond. The default is 60 seconds.

OK

Saves the settings and closes the window.

Cancel

Cancels the settings and closes the window.

67
 Workspace

Other Application Options

Configure the application to be launched after scanning is complete.

Application Path

Enter the path or click Browse to navigate to the application on your computer that you
want to launch.

Parameters

Specify command arguments to be passed to the application when the application is

launched.

Available parameters differ depending on the application.

For details, refer to the application manual.

• %f

Passes a file name.

If there is more than one file, all the file names are passed to the command
argument.
• %i

Passes an index information file name.

For the file format, refer to the Index Information File Format.

The following are examples of command arguments passed to the application to be

launched.
• When "%f" is specified or skipped in [Command Line Parameters]

Application.exe FileName1 FileName2 ...

File names are added to application parameters.

• When "%i" is specified in [Command Line Parameters]

Application.exe IndexInformationFileName

The index information file name can be specified for the index information in the
[Release] Tab.
• When "/s %i %f" is specified in [Command Line Parameters]

Application.exe /s IndexInformationFileName FileName1 FileName2 ...

You can specify more than one parameter. In [Command Line Parameters], you can
specify any character strings other than "%i" and "%f" that will be passed to the
application.

Work Folder

68
PaperStream Capture Getting Started Guide

Enter the path or click Browse to navigate to the folder on your computer that you want to
store the scanned images.

OK

Saves the settings and closes the window.

Cancel

Cancels the settings and closes the window.

69
 Workspace

PDF Options

Configure the options used when PDF is selected as the output file type.

Compression

Specify the compression rate to adjust file size.

High Color Compression

Saves a color image in high compression rate.

The character sections and image sections of the scanned image are separated, and the
image sections are compressed in high compression rate. Therefore, for the character-based
documents, the file size can be reduced while the character display quality remains high.

By contrast, this setting is not suited for scanning photos or graphics because the image
display quality is deteriorated due to high compression.

Important When [High Color Compression] is specified, the process may take an
excessively long time because the system is overloaded. When the scanned image is larger
than A3 size, the process may not work correctly.

Convert into Searchable PDF

Select this check box to perform text recognition and save the result as a searchable PDF
file.

Language

Set a language to perform text recognition in.

You can select from the following 14 languages:

Japanese, English, French, German, Italian, Spanish, Chinese (Simplified), Chinese

(Traditional), Korean, Russian, Portuguese, Greek, Turkish, or Arabic

This is available only when the Convert into Searchable PDF check box is selected.

Make only the first page searchable

Select this check box to perform text recognition only for the first page when saving
the multiple page images as a searchable PDF file.

The processing time can be shortened in comparison to processing all of the pages.

Add password when creating PDF file

A password can be set for a PDF file. You can set a password with 16 or less alphanumeric
characters (for single-byte characters).

70
PaperStream Capture Getting Started Guide

This check box can be selected only for a PDF file (cannot be selected for a PDF/A file).

Because a password protected PDF file is not supported by PaperStream Capture, use
another application such as Adobe Acrobat to open it after setting a password.

After you select this check box, the Password window appears every time a new PDF file is
saved.

Use a fixed password

Select this check box to set a fixed password and not to display the Password window.

Specify a fixed password of up to 16 alphanumeric characters in the Password and

Confirm boxes.

JPEG Options

Specify the compression rate that is used when the scanned images are saved as a PDF file.

Use the slide bar to specify the compression rate from the five levels (1 to 5). The default
level is 3.

The higher a value is, the higher the compression rate is. And, the file size can be reduced.
This results in the deterioration of image quality.

The lower a value is, the larger the file size is. And, the deterioration of image quality can
be minimized.

This setting is only applied to a color image. When the scanned images are saved as B&W
images, this setting is ignored and the compression setting for B&W is applied.

OK

Saves the settings and closes the window.

Cancel

Cancels the settings and closes the window.

71
 Workspace

File Formats

Output File Format

The file formats that can be created with PaperStream Capture are as follows:

File Format Image Type Compression Format

BMP (.bmp) B&W No Compression

8-bit gray No Compression

24-bit color No Compression

JPEG2000 (.j2k) 24-bit color JPEG2000

JPEG (.jpg) 8-bit gray JPEG

24-bit color JPEG/Progressive JPEG

PDF (.pdf) (*1) B&W CCITT G4

8-bit gray JPEG

24-bit color JPEG

PDF/A (.pdf) B&W CCITT G4

(*1)
8-bit gray JPEG

24-bit color JPEG

TIFF (.tif) (*2) B&W No Compression/CCITT G3(1D)/CCITT

(*3) G3(2D)/CCITT G4/JBIG/LZW/Packbits

8-bit gray No Compression/LZW/Packbits/JPEG

24-bit color No Compression/Packbits/JPEG/Progressive JPEG

*1: Can be output in a multipage format.

*2: Can be output in a multipage format. In the following cases multipage TIFF format
cannot be selected.

72
PaperStream Capture Getting Started Guide

• An image type is set separately for the front and back sides in the PaperStream IP
driver
• Automatic color detection is enabled

*3: For a multipage format, a TIFF file larger than 2 GB cannot be output.
• If the file size exceeds 2 GB, all pages are output in a single-page TIFF file format.
• The single-page TIFF file is output with the following file name format:
• If a fixed name is specified for the file name, the fixed name + a serial number
(four-digit number)
• If Page Counter is not set for the naming rule, a file name generated based on the
naming rule + a serial number (four-digit number)
• If Page Counter is set for the naming rule, a file name generated based on the
naming rule

Input File Format

The file formats you can add, insert, or replace a file; or add these files to a document in
PaperStream Capture are as follows.

File Format Image Compression

(Extension) Type
(Bit)

BMP (.bmp) B&W No Compression

8-bit No Compression
gray

24-bit No Compression
color

JPEG2000 24-bit JPEG2000

(.j2k) color

JPEG (.jpg) 8-bit JPEG

gray

24-bit JPEG/Progressive JPEG

color

PDF (.pdf) B&W CCITT G4

(*1)
8-bit JPEG
gray

24-bit JPEG
color

73
 Workspace

PDF/A (.pdf) B&W CCITT G4

(*1)
8-bit JPEG
gray

24-bit JPEG
color

TIFF (.tif) B&W No Compression/CCITT G3(1D)/CCITT

(*2) (*3) G3(2D)/CCITT G4/JBIG/LZW/Packbits

8-bit No Compression/LZW/Packbits/JPEG
gray

24-bit No
color Compression/Packbits/JPEG/Progressive
JPEG

*1: For the following file formats, you cannot add, insert, or replace a file; or add these files
to a document.
• PDF files with a timestamp and signature
• PDF files with a document open password
• PDF files created with an application other than PaperStream Capture and ScandAll
PRO
• Multipage PDF files
• In addition, the following file formats may not be displayed correctly.
• PDF files with text obtained from Zonal OCR results
• PDF files in PDF/A format
• PDF files for which color high compression is specified

*2: For multipage TIFF files, you cannot add, insert, or replace a file; or add files to a
document.

74
PaperStream Capture Getting Started Guide

Folder Location Name Rule

System attributes automatically populate the Folder Location box with system variables that
are selected from the available list.

These variables are replaced with the actual values that create the folder location for output
files.

System Attribute Description

Browse Browse to the desired folder location

Profile Name Profile name

Batch Name Batch name

User Name User name as shown in PaperStream Capture

Station Name Host computer name

Uses the Environment Variables from the host computer. To

Environment Value view environment variables, open System in Control panel.
On the Advanced tab, click Environment Variables.

System format: Date expressed in the format for the system

locale.

For the following, the example date used is September 24,

2014.

yyyyMMdd: Release date expressed as 20140924.

MMddyyyy: Release date expressed as 09242014.

ddMMyyyy: Release date expressed as 24092014.

Scan Date DD: Day associated with the release date expressed as 24.

MM: Month associated with the release date expressed as

09.

YY: Year associated with the release date expressed as 2-

digits that exclude the century as 14.

YYYY: Year associated with the release date expressed as 4

digits as 2014.

YYDDD (Julian Date): Date associated with the release date

expressed in Julian format as 14267.

75
 Workspace

Release Time (HHmmss- Release time expressed in 24 hour format as 170612 (1700
24hours) hours, 06 minutes, 12 seconds)

Uses selected index fields. Index fields must be set up prior

Meta Data
to using this feature.

The Name Rule list stays open while you are selecting
Done variable. Select Done when you are finished adding naming
rules and close the menu.

76
PaperStream Capture Getting Started Guide

File Name Rule

System attributes populate the File Name box with system variables that are selected from
the available list.

These variables are replaced with the actual values that create the file name.

System Attribute Description

Profile Name Profile name

Batch Name Batch name

User Name User name as shown in PaperStream Capture

Station Name Host computer name

Document Counter Document counter number

Page Counter Page counter number

Uses the Environment Variables from the host computer. To

Environment Value view environment variables, open System in Control panel.
On the Advanced tab, click Environment Variables.

System format: Date expressed in the format for the system

locale.

For the following, the example date used is September 24,

2014.

yyyyMMdd: Release date expressed as 20140924.

MMddyyyy: Release date expressed as 09242014.

ddMMyyyy: Release date expressed as 24092014.

Release Date DD: Day associated with the release date expressed as 24.

MM: Month associated with the release date expressed as

09.

YY: Year associated with the release date expressed as 2-

digits that exclude the century as 14.

YYYY: Year associated with the release date expressed as 4

digits as 2014.

YYDDD (Julian Date): Date associated with the release date

expressed in Julian format as 14267.

77
 Workspace

Release Time (HHmmss- Release time expressed in 24 hour format as 170612 (1700
24hours) hours, 06 minutes, 12 seconds)

Document Separator
Inserts the document separator value in the file name.
Value

Multi-image Output Inserts the sequential number in the file name if you are
Number using multi-imaging.

Inserts the output side indicator in the file name. The front
Output Side or back page side expressed as A (front-side) or B (back-
side).

Inserts a character string as follows:

Optional character string <EDITSTR>
You can edit the characters in-between the brackets.

Uses selected index fields. Index fields must be set up prior

Meta Data
to using this feature.

The Name Rule list stays open while you are selecting
Done variable. Select Done when you are finished adding naming
rules and close the menu.

78
PaperStream Capture Getting Started Guide

Document and Page Counter Rules

If you use counter rules in the file name, you can set the

These variables are replaced with the actual values that create the file name.

Control Description

Start with Starts the count at a specific number.

Continue the count Continues counting consecutively for each batch.

Reset after each batch Resets counting after each batch and starts over.

User can modify the counter value when releasing a batch if

Modify at file name
user sets Optional character string for file name and page
editing
counter or document counter or both for file name.

Minimum digits Sets the minimum number of digits to use for the counter.

Fixed digits (page

Sets a fixed number of digits to use for the counter.
counter only)

79
 Workspace

Meta Data

Create index fields to collect data from documents that you scan. You can set up areas for
Zonal OCR and barcode recognition.

Index fields are also automatically downloaded from destinations such as SharePoint if the
destination supports indexes.

Field List

Displays index fields.

Add

Adds a new index field.

Delete

Deletes the selected index field in the Field List.

Field Attribute

Name

The name of the selected or new index field appears in the Name box. When creating
a new index field, a default sequential name is assigned. You can assign another
name to the index field.

Type

Selects the index field type to be entered when indexing in is progress:

• Manual Entry: Index field value can be manually typed.
• Zonal OCR: Automatically populates index field values with text or data that
are recognized from zones that you draw on a scanned image.
• Barcode: Sets the barcode types to be used to automatically populate index
field values with barcodes during index processing.
• System: Automatically populates index field value with system variables that
are selected from the available list. For more information, refer to Index Field
Attributes - System.
• Choice List: Index field value is selected from a list of predefined choices.
Click Setup to configure the Choice List.
• Database Lookup: Selects an index field value from a list retrieved from a
database.
• Combination: Index value is created from multiple selected index field that
you select from the Combination list.

Define Area

80
PaperStream Capture Getting Started Guide

When using values that are recognized within zones drawn on an image, you must
first define the area on the scanned image. For Manual Entry, Zonal OCR, and
Barcode, click Define Area to set the predefined area for recognition. For more
information, refer to Index Field Attributes - Define Area.

OCR Language

Only English is available.

Select the language used when Type is set to Zonal OCR. Choose from the following
languages:
• Chinese (Simplified)
• Chinese (Traditional)
• English
• French
• German
• Italian
• Japanese
• Korean
• Portuguese
• Russian
• Spanish
• Greek
• Turkish
• Arabic

Hide Field

Select to hide a field during index processing. You can hide the following fields:
System, Choice List, and Combination.

Attribute

• Required: Indicates that the index field value entry is required.

• Read Only: Indicates that the index field value cannot be changed manually by an
operator while indexing.

• Sticky: Automatically applies the value used for the same index field in the previous
document.

• Database Lookup: Specifies the ODBC data source that you want to use to link your
index field to a database. Click Setup to access the Database Lookup settings.

Barcode Type

When Barcode is selected in the Type list, the Barcode Type box displays. Select one
or more barcodes that you want to use as index fields. For more information, refer to
Technical Specifications - Barcode Types and Detection Parameters.

81
 Workspace

Index File

Output index information

Selects how you want to output index information as follow:

• One file per document: Creates one file for each document.
• One file per batch: Creates one file for each batch.

File Format

Select the file format to output the index information:

• TXT: Outputs to a plain text file.
• XML: Outputs to an Extensible Markup Language file. XML files define a set of rules
of encoding documents that describe the data.
• CSV: Outputs to a comma separated values file that allows data to be saved in a
table structured format.

File Name

Automatically

Sets an automatic name for the file in the following format:

[Batch Name]-[Document Counter]-INDEX

The automatic name variables cannot be changed.

Specified

Creates a user defined name for the file.

Overwrite if a file exists

Select to overwrite an existing file of the same name.

Field Rules

Character Mask

You can create a character mask to verify that all data values in an index field are correct. If
the data does not match the selected character mask, the index field will be flagged as
invalid and must be corrected before the batch can be exported. Click Rule to select the
desired character mask.

Rule

• Any character (.): Accepts any alphabetic, numeric, or special characters.

• Any alpha character (A-Z,a-z): Accepts alphabetic characters.

• Any numeric character (0-9): Accepts numeric characters.

82
PaperStream Capture Getting Started Guide

• One of more of selected (+): Accepts any combination of selected masks.

• 0 or more of selected (*): Does not accept the selected masks.

Length

Sets the minimum and maximum length of the index value. If the length of the actual value
falls outside the settings, the index field will be flagged as invalid during processing.

Numeric Value

Sets the minimum number and maximum number for numeric index values. If the numeric
value is more or less than the required number, the index field will be flagged as invalid
during processing.

Applied Page

Applies the field rules as follows:

• All Pages: Applies the field rules to all pages in the batch.

• Specified Pages: Applies the field rules to specific pages in the batch.

83
 Workspace

Database Lookup

Use the Database Lookup to specify the ODBC data source that you want to use to link your
index field to a database.

Data Source Specification

ODBC Data Source

Sets the ODBC data source to link your index field to the database.

Note If you use Windows(R) 7, launch C:\Windows\SysWOW64\odbcad32.exe then create

ODBC data sources in System DSN. ODBC data sources created by Control Panel\All Control
Panel Items\Administrative Tools\Data Sources (ODBC) are not detected.

Refresh

Updates the list of available ODBC data sources to reflect recent changes.

User Name

Enter the user name access the data source.

Password

Enter the password to access the data source.

Connect

Connects to the database associated with the selected data source. The Lookup Information
settings are available after a connection is established.

Lookup Information

Table

Select the name of the table that contains the lookup field. The list will include all the table
associated with the selected data source.

Lookup Field

Select the field that you want to use to retrieve values for indexing.

OK

Saves the settings and closes the window.

84
PaperStream Capture Getting Started Guide

Cancel

Cancels the settings and closes the window.

85
 Workspace

Choice List

Use the Choice List to provide definitions that the scan operator can choose from in the
indexing panel.

The Choice List can be a list of definitions that was manually entered when setting up the
document profile or it can be linked to a database.

If the Choice List is linked to a database, it is refreshed when the database is updated.

Definition for Choice List

Contains the list of definitions in the choice list. Enter each item manually.

Import from Database

Links the Choice List to an existing database. For more information refer to the Choice List
Import from Database.

86
PaperStream Capture Getting Started Guide

Choice List Import from Database

Use the Import from Database to specify the ODBC data source that you want to use to link
your Choice List index field to a database choice list.

Data Source Specification

ODBC Data Source

Sets the ODBC data source to link your index field to the database.

Note If you use Windows 7, launch C:\Windows\SysWOW64\odbcad32.exe then create

ODBC data sources in System DSN. ODBC data sources created by Control Panel\All Control
Panel Items\Administrative Tools\Data Sources (ODBC) are not detected.

Refresh

Updates the list of available ODBC data sources to reflect recent changes.

User Name

Enter the user name access the data source.

Password

Enter the password to access the data source.

Connect

Connects to the database associated with the selected data source. The Lookup Information
settings are available after a connection is established.

Choice List Information

Table

Select the name of the table that contains the lookup field. The list will include all the table
associated with the selected data source.

Choice List Field

Select the field that you want to use to retrieve values for the choice list.

OK

87
 Workspace

Saves the settings and closes the window.

Cancel

Cancels the settings and closes the window.

88
PaperStream Capture Getting Started Guide

Meta Data Field Attribute Define Area

Use the Define Area toolbar to view and create zones to automatically popular index field
values. For each icon, click the arrow to see more options.

Define Area
Description
Control

Return Return to Meta Data Field Definition.

Selects a meta data field to create a zone on the image in the viewer.
Field List
Set multiple fields on the image.

Scan Group
Description
Control

Add Scans a document and adds its image in the viewer.

Edit Group
Description
Control

Rotate 90 Rotates the image 90 degrees to the right.

Rotate -90 Rotates the image -90 degrees to the left.

Rotate 180 Rotates the image 180 degrees.

Delete Deletes the selected images.

Used to draw zones on an image that represents the most common

Draw Zone
document type in a batch.

View Group
Description
Control

Zoom Out Decreases the magnification.

Zoom In Increases the magnification.

Displays the image at actual size. The width or height of the image
100%
may not fit in the viewer.

Fit to Width Fits the images into the entire width of the viewing area.

Fit to Whole Fits the image into the viewing area.

89
 Workspace

Magnifier Magnifies a rectangular area of the image.

Zoom on
Selects and magnifies a rectangular area of the image.
Rectangle

Text Options Description Example

Detects plain text without borders or

SimpleText
underlining.

UnderlinedText Detects text that is underlined.

TextInFrame Detects text that is inside a box.

Detects text that is in a shaded area,

with unshaded boxes for each
GreyBoxes character. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text with a separate box

around each character. To improve
CharBoxSeries detection accuracy, specify the
number of characters in the Text
Length box.

Detects text that is underlined with a

short line extending between each
SimpleComb character. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text that is underlined with a

short line extending between each
character, all surrounded by a full
CombInFrame
border. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text that is inside a box, with

a line separating each character. To
PartitionedFrame improve detection accuracy, specify
the number of characters in the Text
Length box.

90
PaperStream Capture Getting Started Guide

Index Field Attributes - System

System attributes automatically populate index field values with system variables that are
selected from the available list.

These variables are replaced with the actual values and are output to the index data file
according to the settings on the Meta Data tab.

System Attribute Description

Profile Name Profile name

Batch Name Batch name

User Name User name as shown in PaperStream Capture

Station Name Host computer name

Uses the Environment Variables from the host computer. To

Environment Value view environment variables, open System in Control panel.
On the Advanced tab, click Environment Variables.

System format: Date expressed in the format for the system

locale.

For the following, the example date used is September 24,

2014.

yyyyMMdd: Scan date expressed as 20140924.

MMddyyyy: Scan date expressed as 09242014.

ddMMyyyy: Scan date expressed as 24092014.

Scan Date DD: Day associated with the scan date expressed as 24.

MM: Month associated with the scan date expressed as 09.

YY: Year associated with the scan date expressed as 2-digits

that exclude the century as 14.

YYYY: Year associated with the scan date expressed as 4

digits as 2014.

YYDDD (Julian Date): Date associated with the scan date

expressed in Julian format as 14267.

Scan Time (HHmmss- Scan time expressed in 24 hour format as 170612 (1700
24hours) hours, 06 minutes, 12 seconds)

91
 Workspace

Indicates the front or back page side expressed as F (front-

Output Side
side) or B (back-side).

92
PaperStream Capture Getting Started Guide

Separation

Configures how documents or batches are separated. When documents are separated, the
value in Document Counter of Naming rule increments.

Select from the following for separation:

• Detect Doc Separator
• Detect Batch Separator

Choose from the following options for either method of separation:

Blank Page

Creates a new document each time a blank sheet is scanned.

Delete Separator

Automatically detects and deletes blank pages after separation.

Page Count

Creates a new document each time the specified number of pages is scanned.

Pages

Sets the number pages.

Zonal OCR

Creates a new document each time a selected zonal OCR value is detected.

Use Field

Uses an existing Zonal OCR field. This should already be created in the Meta Data
tab. Set to None if you want to define a new area for Zonal OCR.

OCR Language

Only English is available.

In the OCR Language list select a language used in the scanned documents. To
activate this list, select None in Use Field.

Define Area

To set up a value that is not already defined as an Zonal OCR index value, you can
define the area on the scanned image. For more information, refer to Define Area.

OCR Value

If value is set and extracted data matches the this pre-set value, it will be used as a
separator.

Delete Separator

93
 Workspace

Automatically detects and deletes blank separator pages after separation.

Patch Code

Creates a new document each time a certain patch code is detected. The available patch
codes are Patch 1, 2, 3, 4, T, and 6.

Delete Separator

Automatically detects and deletes separator pages after separation.

Barcode

Creates a new document each time barcode-printed sheets are detected when the
documents are scanned.

Barcode Type

Select the barcode type that you will use for separation.

Use Field

Uses an existing Barcode field. This should already be created in the Meta Data tab.
Set to None if you want to define a new area for a barcode to be used for separation.

Define Area

To set up a value that is not already defined as an Barcode index value, you can
define the area on the scanned image. For more information, refer to Define Area.

Delete Separator

Automatically detects and deletes separator pages after separation.

94
PaperStream Capture Getting Started Guide

Meta Data Field Attribute Define Area

Use the Define Area toolbar to view and create zones to automatically popular index field
values. For each icon, click the arrow to see more options.

Define Area
Description
Control

Return Return to Meta Data Field Definition.

Selects a meta data field to create a zone on the image in the viewer.
Field List
Set multiple fields on the image.

Scan Group
Description
Control

Add Scans a document and adds its image in the viewer.

Edit Group
Description
Control

Rotate 90 Rotates the image 90 degrees to the right.

Rotate -90 Rotates the image -90 degrees to the left.

Rotate 180 Rotates the image 180 degrees.

Delete Deletes the selected images.

Used to draw zones on an image that represents the most common

Draw Zone
document type in a batch.

View Group
Description
Control

Zoom Out Decreases the magnification.

Zoom In Increases the magnification.

Displays the image at actual size. The width or height of the image
100%
may not fit in the viewer.

Fit to Width Fits the images into the entire width of the viewing area.

Fit to Whole Fits the image into the viewing area.

95
 Workspace

Magnifier Magnifies a rectangular area of the image.

Zoom on
Selects and magnifies a rectangular area of the image.
Rectangle

Text Options Description Example

Detects plain text without borders or

SimpleText
underlining.

UnderlinedText Detects text that is underlined.

TextInFrame Detects text that is inside a box.

Detects text that is in a shaded area,

with unshaded boxes for each
GreyBoxes character. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text with a separate box

around each character. To improve
CharBoxSeries detection accuracy, specify the
number of characters in the Text
Length box.

Detects text that is underlined with a

short line extending between each
SimpleComb character. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text that is underlined with a

short line extending between each
character, all surrounded by a full
CombInFrame
border. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text that is inside a box, with

a line separating each character. To
PartitionedFrame improve detection accuracy, specify
the number of characters in the Text
Length box.

96
PaperStream Capture Getting Started Guide

Test

You can check the document profile properties and perform a test scan.

Test Control Description

Document Profile Scans a sample image by using the specified scanner and
scan settings.

Note that the image is scanned in JPEG (.jpg) format,

regardless of the specified file format.

A sample scanned image is displayed in the image display

area when scanning is completed.

Document Profile Displays the detailed information for the document profile.
Summary

97
 Workspace

Toolbars

PaperStream Capture includes four main toolbars. The following links give you detailed
information:
• Scan
• QC
• Index
• Batch Manager

98
PaperStream Capture Getting Started Guide

Scan

Use the Scan controls to start and stop scanning operations.

As you scan documents, the images appear in the image viewer. Adjust the viewing mode
to display one image or thumbnail images.

After scanning, you have the option of rotating, deleting, marking, adding, and reordering
images. See the Scan controls toolbar for more information.

99
 Workspace

Scan Controls Toolbar

Use the Scan Controls Toolbar to prepare, create, or edit batches of documents. For each
icon, click the arrow to see more options.

Scan Group Control Description

Scans another document and adds its images at the end of the
Add scanned images. Uses the same settings as the scanned
images.

Provides the ability to edit each image as it is scanned when

Assisted Add
adding a scanned image.

Scans another document and replaces the selected image with

Replace the scanned image. Uses the same settings as the scanned
images.

Provides the ability to edit each image as it is scanned to

Assisted Replace
replace the selected image.

Replaces the selected image using ASC (After Scan

ASC Replace Correction.). The image is not physically rescanned. Instead,
the master image of the scan is used.

Edit Group Control Description

Rotate 90 Rotates the image 90 degrees to the right.

Rotate -90 Rotates the image -90 degrees to the left.

Rotate 180 Rotates the image 180 degrees.

Delete Deletes the selected images.

Cut Deletes the selected images and places them on the Clipboard.

Copy Copies the selected images to the Clipboard.

Pastes the contents of the Clipboard into the selected

Paste
document.

Splits the document into two documents. The document splits

Split Doc
immediate before the selected image.

100
PaperStream Capture Getting Started Guide

Merge Doc Merges the selected documents in one document.

Marks the selected image and changes the frame around the
Mark
marked image to orange.

Unmarks a previously marked image and changes the frame

Unmark
around the image to blue.

Undo Reverses the most recent action.

Redo Reverses the most recent Undo action.

View Group Control Description

Browse Displays thumbnail image and one page of selection.

Thumbnail Displays thumbnail images with each document in its own row.

Full page Displays one image at a time.

Two Pages Displays two images side-by-side.

Zoom Out Decreases the magnification.

Zoom In Increases the magnification.

Displays the image at actual size. The width or height of the

100%
image may not fit in the viewer.

Fit to Width Fits the images into the entire width of the viewing area.

Fit to Whole Fits the image into the viewing area.

Magnifies a rectangular area of the image. Available only in

Magnifier
single image view.

Zoom on Rectangle Selects and magnifies a rectangular area of the image.

Filter Off Displays all images in the image viewer.

Multifeed Displays multifeed images in the image viewer.

AIQC Displays AIQC images in the image viewer.

101
 Workspace

Blank Displays blank images in the image viewer.

Marked Displays marked images in the image viewer.

Unindexed Displays unindexed images in the image viewer.

Switches multi-images. This is available for multi-image

Color Change Indicator
output.

Others Group Control Description

Allows a file to be selected and adds it to the end of the

Insert File scanned images. Click to open the navigation window and
select a file.

Print Prints the selected images.

102
PaperStream Capture Getting Started Guide

Assisted Scan

The Assisted Scan toolbar and viewer displays when performing a scan using the Assisted
Add or Assisted Replace features.

Viewer

Original

Displays the original scanned image.

Current

Displays the image that was rescanned.

Foreground

Adjusts the image quality of the characters and lines.

Background

Adjusts the image quality of the background.

Step Size

Use the slider to increase or decrease the difference between the characteristics of the
alternate scanned images.

Save

Saves the selected scanned image as the replacement.

Rescan

Scans the page again.

Cancel

Cancels the operation.

Note Regardless of the assisted scan settings on the PaperStream IP driver, you can use
Assisted Scan to switch to assisted scanning mode and scan a document. Assisted Scan
is disabled depending on the other scan settings of the PaperStream IP driver and the
contents of the selected profile. For more information about assisted scan, refer to the
PaperStream IP driver Help.

Assisted Scan Toolbar

103
 Workspace

Control Description

Zoom On Rectangle Selects and magnifies a rectangular area of the image.

Hand Used to drag the viewable area to the left, right, up or down.

Zoom In Increases the image zoom level.

Zoom Out Decreases the image zoom level.

Zooms the document to predefined percentage of the normal

Zoom Size
size.

Fit to Page Fits the image into the viewing area.

Fit to Width Fits the image into the width of the viewing area.

Fit to Height Fits the image into the height of the viewing area.

Display Horizontally Displays the original and current image horizontally.

Display Vertically Displays the original and current image vertically.

Restore Restores the current image to the original image.

Undo Reverses the most recent action.

Redo Reverses the most recent undo action.

Rotate 90 Degrees Left Rotates the image 90 degrees to the left.

Rotate 90 Degrees Right Rotates the image 90 degrees to the right.

B&W Converts to black and white.

Grayscale Converts to grayscale.

Color Converts to color.

Configure settings
Saves profile.
related to Assisted Scan

104
PaperStream Capture Getting Started Guide

QC

QC is used to verify the integrity of scanned images. The operator can edit the batch if
required.

See the QC controls toolbar for more information.

105
 Workspace

QC Controls Toolbar

Use the QC Controls Toolbar to view and edit batches of documents. For each icon, click the
arrow to see more options.

Scan Group Control Description

Scans another document and adds its images at the end of

Add the scanned images. Uses the same settings as the scanned
images.

Provides the ability to edit each image as it is scanned when

Assisted Add
adding a scanned image.

Scans another document and replaces the selected image

Replace with the scanned image. Uses the same settings as the
scanned images.

Provides the ability to edit each image as it is scanned to

Assisted Replace
replace the selected image.

Replaces the selected image using ASC (After Scan

ASC Replace Correction.). The image is not physically rescanned. Instead,
the master image of the scan is used.

Rotate 90 Rotates the image 90 degrees to the right.

Rotate -90 Rotates the image -90 degrees to the left.

Rotate 180 Rotates the image 180 degrees.

Delete Deletes the selected images.

Deletes the selected images and places them on the

Cut
Clipboard.

Copy Copies the selected images to the Clipboard.

Pastes the contents of the Clipboard into the selected

Paste
document.

Splits the document into two documents. The document

Split doc
splits immediate before the selected image.

Merge doc Merges the selected documents in one document.

106
PaperStream Capture Getting Started Guide

Marks the selected image and changes the frame around the
Mark
marked image to orange.

Unmarks a previously marked image and changes the frame

Unmark
around the image to blue.

Marks all images and changes the frame around the marked
All Mark
images to orange.

Unmarks all marked images and changes the frame around

All Unmark
the images to blue.

Undo Reverses the most recent action.

Redo Reverses the most recent Undo action.

View Group Control Description

Browse Displays thumbnail image and one page of selection.

Displays thumbnail images with each document in its own

Thumbnail
row.

Full page Displays one image at a time.

Two Pages Displays two images side-by-side.

Zoom Out Decreases the magnification.

Zoom In Increases the magnification.

Displays the image at actual size. The width or height of the

100%
image may not fit in the viewer.

Fit to Width Fits the images into the entire width of the viewing area.

Fit to Whole Fits the image into the viewing area.

Magnifies a rectangular area of the image. Available only in

Magnifier
single image view.

Zoom on Rectangle Selects and magnifies a rectangular area of the image.

Filter Off Displays all images in the image viewer.

107
 Workspace

Multifeed Displays multifeed images in the image viewer.

AIQC Displays AIQC images in the image viewer.

Blank Displays blank images in the image viewer.

Marked Displays marked images in the image viewer.

Unindexed Displays unindexed images in the image viewer.

Switches multi-images. This is available for multi-image

Color Change Indicator
output.

Others Group Control Description

Allows a file to be selected and adds it to the end of the

Insert File scanned images. Click to open the navigation window and
select a file.

Print Prints the selected image.

108
PaperStream Capture Getting Started Guide

Index

Use Index to create and configure index fields when scanning documents. The index field
data uniquely identifies each document, providing an efficient method to store and retrieve
them.

See the Index controls toolbar for more information.

109
 Workspace

Index Controls Toolbar

Use the Index Controls Toolbar to view and edit batches of documents. You can collect and
verify index information associate with each document. For each icon, click the arrow to see
more options.

Scan Group
Description
Control
Scans another document and adds its images at the end of the
Add
scanned images. Uses the same settings as the scanned images.
Provides the ability to edit each image as it is scanned when adding a
Assisted Add
scanned image.
Scans another document and replaces the selected image with the
Replace
scanned image. Uses the same settings as the scanned images.
Provides the ability to edit each image as it is scanned to replace the
Assisted Replace
selected image.
Replaces the selected image using ASC (After Scan Correction.). The
ASC Replace image is not physically rescanned. Instead, the master image of the
scan is used.
Rotate 90 Rotates the image 90 degrees to the right.
Rotate -90 Rotates the image -90 degrees to the left.
Rotate 180 Rotates the image 180 degrees.
Delete Deletes the selected images.
Cut Deletes the selected images and places them on the Clipboard.
Copy Copies the selected images to the Clipboard.
Paste Pastes the contents of the Clipboard into the selected document.
Splits the document into two documents. The document splits
Split doc
immediate before the selected image.
Merge doc Merges the selected documents in one document.
Defines an area of a scanned page to be used for Zonal OCR or
Draw Zone
barcode recognition.
Marks the selected image and changes the frame around the marked
Mark
image to orange.
Unmarks a previously marked image and changes the frame around
Unmark
the image to blue.
Marks all images and changes the frame around the marked images
All Mark
to orange.
Unmarks all marked images and changes the frame around the
All Unmark
images to blue.
Undo Reverses the most recent action.
Redo Reverses the most recent Undo action.
View Group Description

110
PaperStream Capture Getting Started Guide

Control
Browse Displays thumbnail image and one page of selection.
Full page Displays one image at a time.
Zoom Out Decreases the magnification.
Zoom In Increases the magnification.
Displays the image at actual size. The width or height of the image
100%
may not fit in the viewer.
Fit to Width Fits the images into the entire width of the viewing area.
Fit to Whole Fits the image into the viewing area.
Magnifies a rectangular area of the image. Available only in single
Magnifier
image view.
Zoom on
Selects and magnifies a rectangular area of the image.
Rectangle
Filter Off Displays all images in the image viewer.
Multifeed Displays multifeed images in the image viewer.
AIQC Displays AIQC images in the image viewer.
Blank Displays blank images in the image viewer.
Marked Displays marked images in the image viewer.
Unindexed Displays unindexed images in the image viewer.
Color Change
Switches multi-images. This is available for multi-image output.
Indicator
Others Group
Description
Control
Allows a file to be selected and adds it to the end of the scanned
Insert File
images. Click to open the navigation window and select a file.
Print Prints the selected images.
Text Options Description Example

Detects plain text without borders or

SimpleText
underlining.

UnderlinedText Detects text that is underlined.

TextInFrame Detects text that is inside a box.

Detects text that is in a shaded area,

with unshaded boxes for each
GreyBoxes character. To improve detection
accuracy, specify the number of
characters in the Text Length box.

111
 Workspace

Detects text with a separate box

around each character. To improve
CharBoxSeries detection accuracy, specify the
number of characters in the Text
Length box.

Detects text that is underlined with a

short line extending between each
SimpleComb character. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text that is underlined with a

short line extending between each
character, all surrounded by a full
CombInFrame
border. To improve detection
accuracy, specify the number of
characters in the Text Length box.

Detects text that is inside a box, with

a line separating each character. To
PartitionedFrame improve detection accuracy, specify
the number of characters in the Text
Length box.

112
PaperStream Capture Getting Started Guide

Indexing Page Navigation and Panel

The Indexing Page Navigation controls appear at the right of Index controls toolbar. The
Indexing panel appears on the right side of the Index viewer.

Index Page Navigation

Use the Page Navigation controls to move from one document to another.

Control Description

First document Displays the first document in the batch.

Previous document Displays the previous document in the batch.

Next document Displays the next document in the batch.

Last document Displays the last document in the batch.

Indexing Panel

Use the indexing panel move from one index field to another. When you use the index page
navigation controls, the indexing panel changes based on the current document in the
Index viewer.

Use Tab key to move from through index fields. If a field cannot be validated, red will
display around the field box until it is corrected. Green indicates a valid field.

113
 Workspace

Batch Manager

The Batch Manager lists the batch name, state, create date, priority, operator and
comments. The information listed in the Batch Manager updates each time you scan
documents.

Batch Manager Control Description

Displays the name of the batch. See Editing the Batch Name
Batch Name
for more details.

State Displays where the batch is available (i.e. QC)

Status Displays the current status of the batch.

Creation Date Displays the batch creation date and time.

Displays the priority level for batch processing. See

Priority
Changing the Batch Priority for more details.

Operator Display the operator ID.

Displays comments about the batch if any were added. See

Remarks
Adding Comments to a Batch for more details.

Refreshes the batch manager list to show the most current

Reload
information.

Delete Deletes the selected batch.

114
PaperStream Capture Getting Started Guide

Tools

The PaperStream Capture operational environment can be exported from a workstation and
imported for use by other workstations.

This feature can save time when multiple workstations need to use the same PaperStream
Capture configuration settings.

To learn more, click one of the links below:

• Importer
• Exporter

115
 Workspace

Importer

Imports a PaperStream Capture operational environment to a folder on your computer's

hard drive.

Important Close PaperStream Capture before starting the Exporter or Importer.

File

Select the file to import. The file should be of file type .cab.

Do one of the following to import the file:

• Enter the file path in the File box.
• Click Browse.
• Drag and drop the file.

The file name can contain up 255 characters.

Browse

Displays the Open window to navigate to the import file location.

Type of import

Selects a PaperStream Capture import method.

Replace All

Replaces all document profiles that are registered in PaperStream Capture

Add

Add the imported document profile to PaperStream Capture.

Run

Imports the selected operational environment. The import results are output to a log file.
For more details, see Document Profile Import Results Log.

Close

Closes the window.

Help

Opens the PaperStream Capture Pro Help guide.

116
PaperStream Capture Getting Started Guide

Exporter

Exports the PaperStream Capture operational environment to folder on your computer's

hard drive.

Important Close PaperStream Capture before starting the Exporter or Importer.

Document Profile List

Lists the document profiles that are registered in PaperStream Capture. Select the
document profile to export and then select the document profile name check box.

Select All

Selects all profiles in the document profile list.

Clear All

Clears all selections in the document profile list.

Run

Displays the Save As window. Navigate to the location to save the exported file. The
exported file type should be .cab.

Close

Closes the window.

Help

Opens the PaperStream Capture Pro Help guide.

117
Learning Center

Need to do more with PaperStream Capture? These topics go beyond the basics and covers
tasks such as:
• Starting a scan with the scanner button
• Configuring barcodes and Zonal OCR for inclusion in index fields
• Importing and exporting operational environments
• Using barcode value as file or folder names
• and more.

118
PaperStream Capture Getting Started Guide

Starting a Scan with the Scanner Button

You can scan documents with the Scan and Send to buttons on the scanner.

Before starting, assign the desired scanning applications and document profiles to these
buttons.

To assign PaperStream Capture to the scanner buttons:

1. In the scanner Control Panel, set events. For details, refer to the Operator's Guide
for your scanner.

To assign document profiles to the buttons on the scanner:

1. On the PaperStream Capture menu, click Administrator Tool and then click
Usability.
2. In Event Settings for scanner button, click an Event arrow to see more options:
• Scan
• Send to
3. In the Document Profile list, choose the profile you want to use for scanning.
4. Click Save.
5.

Important Depending on the scanner you are using, the document profile name that is
specified for the button on the scanner (Scan or Send to) is located on the operation panel.
Note that the document profile name is not displayed correctly in the following cases:
The name is set in a language that the scanner does not support (Unsupported languages
are displayed with a black square)
The name does not fit into the display range (16 characters × 3 rows)

119
 Learning Center

Automatically Saving Scanned Images

You can automatically save scanned images and exit the application upon completion of
scanning. You do this by configuring a document profile that allows scanned images to be
saved automatically.

To automatically save scanned images:

1. On the PaperStream Capture Menu, click Configure Profiles.

2. On the Document Profile panel, select a document profile you want to edit or
create a new one.
3. On the Source tab, in the Display Options group, click Exit App. After Scan.
4. Click Save.

120
PaperStream Capture Getting Started Guide

Configuring Index Fields Using Barcodes

Index field value can be automatically populated with barcode data that are recognized from
zones that you draw on a scanned image.

Set up index fields to use Barcodes on the Meta Data tab on the Configure Profiles panel.

To configure index fields using barcodes:

1. Have a page on-hand that you plan to use as the example for the barcodes you want
to use for index fields.
2. Place the page in the scanner.
3. On the Meta Data tab, for a new or existing index field, select Barcode from the
Type list.
4. In the Barcode Type box, select one or more barcode that are valid.
5. Click Define Area.
6. On the Define Area toolbar, in the Scan group, click Scan Add.
Scanning starts and the scanned page appears in the viewer on completion.
6. In the Edit group, click Draw Zone.
7. On the document in the viewer, draw a rectangle around the area containing the
information that will populate the selected index field.
The new zone is highlighted with a red dotted line around it. You cannot resize the
zone. Instead, you can delete and draw again. Click the X icon on the zone to delete
it.
8. When you have finished, click outside the new zone.
9. In the Edit group, click Draw Zone to deselect it and exit drawing mode.
10. Click Return to return to the Meta Data tab.

121
 Learning Center

Configuring Index Fields Using Zonal OCR

Index field values can be automatically populated with text or data that are recognized from
zones that you draw on a scanned image.

Set up index fields to use Zonal OCR on the Meta Data tab on the Configure Profiles panel.

To configure index fields using Zonal OCR:

1. Have a page on-hand that you plan to use as the example for the fields you want to
use for Zonal OCR.
2. Place the page in the scanner.
3. On the Meta Data tab, for a new or existing index field, select Zonal OCR from the
Type list.
4. Click Define Area.
5. On the Define Area toolbar, in the Scan group, click Scan Add.
6. Scanning starts and the scanned page appears in the viewer on completion.
6. In the Edit group, click Draw Zone.
7. On the document in the viewer, draw a rectangle around the area containing the
information that will populate the selected index field.
8. The new zone is highlighted with a red dotted line around it. You cannot resize the
zone. Instead, you can delete and draw again. Click the X icon on the zone to delete
it.
8. When you have finished, click outside the new zone.
9. In the Edit group, click Draw Zone to deselect it and exit drawing mode.
10. Click Return to return to the Meta Data tab.

122
PaperStream Capture Getting Started Guide

Using Barcode Values as File Names

PaperStream Capture supports barcode recognition. You can also perform barcode
recognition on an area of a scanned document and use the recognized character string as
part of the file name.

If barcodes are used to separate documents, you can include the resulting barcode
separation character string as part of the file name.

Use a Document Profile that is configured to use the barcode as part of the file name.

To include barcode values as file names:

1. Configure a document profile for barcode recognition or document separation using

barcodes.
2. On the Destination tab, next to the File Name box, click Name Rule.
3. In the Name Rule list, select Meta Data and then select the name of the barcode
recognition index field.
The index field name is inserted in the File Name box as a variable.

123
 Learning Center

Adding Images with Assisted Add

With Assisted Add, you can replace poor images by rescanning the page and then visually
selecting the best image from a series in the Assisted Add viewer. You can also adjust the
quality of the rescanned image before saving and replacing the original image.

To use Assisted Add:

1. Load a document in the scanner.

2. On the Scan Image Viewer, select the image where you want the new scanned
image to appear. If no selection is made, the scanned image will be place at the end
of the current document.
3. On the Scan toolbar, in the Scan group, click Assisted Add.
4. Scanning starts according to the selected document profile settings.
5. In the Assisted Add Viewer, on the Foreground tab, make the desired
adjustments using the Assisted Add toolbar and the Step size slider.
6. In the Assisted Add Viewer, on the Background tab, make the desired
adjustments using the Assisted Add toolbar and the Step size slider.
7. Choose the desired image from the collection.
8. Click Save.

124
PaperStream Capture Getting Started Guide

Replacing Images with Assisted Replace

With Assisted Replace, you can replace poor images by rescanning the pages and then
visually selecting the best image from a series in the Assisted Scan viewer. You can also
adjust the quality of the rescanned image before saving and replacing the original image.

To use Assisted Replace:

1. Load a document in the scanner.

2. On the Scan Image Viewer, select the image that you want to replace.
3. On the Scan toolbar, in the Scan group, click Assisted Replace.
4. Scanning starts according to the selected document profile settings.
5. In the Assisted Scan Viewer, on the Foreground tab, make the desired
adjustments using the Assisted Scan toolbar and the Step size slider.
6. In the Assisted Scan Viewer, on the Background tab, make the desired
adjustments using the Assisted Scan toolbar and the Step size slider.
7. Choose the desired image from the collection that you want to replace the original
image.
8. Click Save.

125
 Learning Center

Importing an Operational Environment

Imports a PaperStream Capture operational environment from a folder on your computer's

hard drive into PaperStream Capture.

To import an operational environment:

1. Close PaperStream Capture.

2. Start the Importer from either the Start menu or from Windows Explorer.
3. Select the file to import. Do one of the following:
• Enter the file path in the File box.
• Click Browse.
• Drag and drop the file.
4. Select one of the following import methods:
• Replace All
• Add
5. Click Run.
6. Click Close.

Tip When adding a document profile through importing, any events that are set in the
exported operational environment will also be set in the added operational environment.

126
PaperStream Capture Getting Started Guide

Exporting an Operational Environment

Exports the PaperStream Capture operational environment to file folder location on your
computer's harddrive.

To export an operational environment:

1. Close PaperStream Capture.

2. Start the Exporter from either the Start menu or from Windows Explorer.
3. Select the document profiles that you want to export.
4. Click Run.
5. In the Save As window, type a file name with the file type .cab.
6. Browse to the folder on your hard drive where you want to save the file.
7. Click Save.
8. Click Close.

127
 Learning Center

Defining an Area with Draw Zone

You can define an area of a scanned page to be used for Zonal OCR or barcode recognition
using the Draw Zone feature.

To define an area using Draw Zone:

1. Have a page on-hand that you plan to use as the example for the fields that you
want to use for Zonal OCR or barcode recognition.
2. Place the page in the scanner.
3. Click Define Area.
4. Click Define Area.
5. On the Define Area toolbar, in the Scan group, click Scan Add.
Scanning starts and the scanned page appears in the viewer on completion.
6. In the Edit group, click Draw Zone.
7. On the document in the viewer, draw a rectangle around the area containing the
information that will populate the selected index field.
8. The new zone is highlighted with a red dotted line around it. You cannot resize the
zone. Instead, you can delete and draw again. Click the X icon on the zone to delete
it.
8. When you have finished, click outside the new zone.
9. In the Edit group, click Draw Zone to deselect it and exit drawing mode.
10. Click Return to return to the previous screen.

128
Technical Specifications

This section provides information about the following technical specifications:

• File formats
• Predefined compression format
• Barcode types and detection parameters
• Zonal OCR detection parameters
• Document profile import results log
• Characters that cannot be used
• Scanners and feature availability

129
 Technical Specifications

File Formats

Output File Format

The file formats that can be created with PaperStream Capture are as follows:

File Format Image Type Compression Format

BMP (.bmp) B&W No Compression

8-bit gray No Compression

24-bit color No Compression

JPEG2000 (.j2k) 24-bit color JPEG2000

JPEG (.jpg) 8-bit gray JPEG

24-bit color JPEG/Progressive JPEG

PDF (.pdf) (*1) B&W CCITT G4

8-bit gray JPEG

24-bit color JPEG

PDF/A (.pdf) B&W CCITT G4

(*1)
8-bit gray JPEG

24-bit color JPEG

TIFF (.tif) (*2) B&W No Compression/CCITT G3(1D)/CCITT

(*3) G3(2D)/CCITT G4/JBIG/LZW/Packbits

8-bit gray No Compression/LZW/Packbits/JPEG

24-bit color No Compression/Packbits/JPEG/Progressive JPEG

*1: Can be output in a multipage format.

*2: Can be output in a multipage format. In the following cases multipage TIFF format
cannot be selected.

130
PaperStream Capture Getting Started Guide

• An image type is set separately for the front and back sides in the PaperStream IP
driver
• Automatic color detection is enabled

*3: For a multipage format, a TIFF file larger than 2 GB cannot be output.
• If the file size exceeds 2 GB, all pages are output in a single-page TIFF file format.
• The single-page TIFF file is output with the following file name format:
• If a fixed name is specified for the file name, the fixed name + a serial number
(four-digit number)
• If Page Counter is not set for the naming rule, a file name generated based on the
naming rule + a serial number (four-digit number)
• If Page Counter is set for the naming rule, a file name generated based on the
naming rule

Input File Format

The file formats you can add, insert, or replace a file; or add these files to a document in
PaperStream Capture are as follows.

File Format Image Compression

(Extension) Type
(Bit)

BMP (.bmp) B&W No Compression

8-bit No Compression
gray

24-bit No Compression
color

JPEG2000 24-bit JPEG2000

(.j2k) color

JPEG (.jpg) 8-bit JPEG

gray

24-bit JPEG/Progressive JPEG

color

PDF (.pdf) B&W CCITT G4

(*1)
8-bit JPEG
gray

24-bit JPEG
color

131
 Technical Specifications

PDF/A (.pdf) B&W CCITT G4

(*1)
8-bit JPEG
gray

24-bit JPEG
color

TIFF (.tif) B&W No Compression/CCITT G3(1D)/CCITT

(*2) (*3) G3(2D)/CCITT G4/JBIG/LZW/Packbits

8-bit No Compression/LZW/Packbits/JPEG
gray

24-bit No
color Compression/Packbits/JPEG/Progressive
JPEG

*1: For the following file formats, you cannot add, insert, or replace a file; or add these files
to a document.
• PDF files with a timestamp and signature
• PDF files with a document open password
• PDF files created with an application other than PaperStream Capture and ScandAll
PRO
• Multipage PDF files
• In addition, the following file formats may not be displayed correctly.
• PDF files with text obtained from Zonal OCR results
• PDF files in PDF/A format
• PDF files for which color high compression is specified

*2: For multipage TIFF files, you cannot add, insert, or replace a file; or add files to a
document.

132
PaperStream Capture Getting Started Guide

Index Information File Format

File Format

This section explains about the default output items as an example.

Unicode Text

Meta data (Value) [TAB] Separator No. [TAB] Total number of pages in the document [TAB]
Page number in the document [TAB] Page number [TAB] Actual page number [TAB] File
name (full path) [TAB] File name [TAB] Folder name [TAB] Scanner name [TAB] Resolution
[TAB] Width [TAB] Height [TAB] Bit depth [TAB] Marking (user) [TAB] Marking (multifeed)
[TAB] Marking (AIQC) [TAB] Marking (blank page)

• Unicode (UTF-16 Little Endian) is used for output.

• Zonal OCR results and barcode recognition results are enclosed in double quotation
marks ("). Each item is delimited by a tab character.
• When several lines are recognized with Zonal OCR, the recognition result contains
line feed codes. When a line feed is included, it is replaced with a space (" ").
• When there are no character strings for Zonal OCR results or barcode recognition
results, a null character ("") is output.
• When a two-dimensional code recognition result includes a line feed [LF] and/or a
carriage return [CR], the line feed and carriage return are replaced with a space ("
").
• If a Zonal OCR result or barcode recognition result includes any control codes that
cannot be displayed, those codes are replaced with " " (space) or "_" (underscore).
Some control codes are ignored.
• If a Zonal OCR result or barcode recognition result includes double quotation marks
("), it is replaced with repeated double quotation marks ("").

CSV

"Meta data (Value)","Separator No.","Total number of pages in the document","Page number in the
document","Page number","Actual page number","File name (full path)","File name","Folder
name","Scanner name","Resolution","Width","Height","Bit depth","Marking (user)","Marking
(multifeed)","Marking (AIQC)","Marking (blank page)"

• Each item is enclosed in double quotation marks ("). Each item is delimited by a
delimiter ("," (comma)).
• When several lines are recognized with Zonal OCR, the recognition result contains
line feed codes. When a line feed is included, it is replaced with a space (" ").
• When there are no character strings for Zonal OCR results or barcode recognition
results, a null character ("") is output.
• When a two-dimensional code recognition result includes a line feed LF and/or a
carriage return CR, the line feed and carriage return are replaced with a space (" ").

133
 Technical Specifications

• If a Zonal OCR result or barcode recognition result includes any control codes that
cannot be displayed, those codes are replaced with " " (space) or "_" (underscore).
Some control codes are ignored.
• If a Zonal OCR result or barcode recognition result includes double quotation marks
("), it is replaced with repeated double quotation marks ("").

XML

<?xml version = "1.0" encoding = "utf-8"?>

<root>

<page>

<item name="Meta data (Field Name)" value="Meta data(Value)"/>

<item name = "Separator No." value = "Separator No." />

<item name = "Total pages in current document" value = "Total number of pages in the document"
/>

<item name = "Page Number in Document" value = "Page number in the document" />

<item name = "Page number" value = "Page number" />

<item name = "Actual page number" value = "Actual page number" />

<item name = "Full Path" value = "File name (full path)" />

<item name = "File name" value = "File name" />

<item name = "Folder name" value = "Folder name" />

<item name = "Scanner name" value = "Scanner name" />

<item name = "Resolution" value = "Resolution " />

<item name = "Width" value = "Width" />

<item name = "Height" value = "Height" />

<item name = "Bit depth" value = "Bit depth" />

<item name = "Mark-user" value = "Marking (user)" />

<item name = "Mark-multifeed" value = "Marking (multifeed)" />

<item name = "Mark-AIQC" value = "Marking (AIQC)" />

<item name = "Mark-blank page" value = "Marking (blank page)" />

134
PaperStream Capture Getting Started Guide

</page>

</root>
• UTF-8 (8-bit UCS Transformation Format) is used for output.
• Page-based information is delimited by the "page" element. Each item information in
the page is delimited by the "item" element. The "name" attribute of the "item"
element contains the XML item name of the corresponding item. The "value"
attribute stores the value of the corresponding item.
• When several lines are recognized with Zonal OCR, the recognition result contains
line feed codes. When a line feed code is included, it is replaced with a space (" ").
• The following characters are output as entity references: <, >, &, ".
• When there are no character strings for Zonal OCR results or barcode recognition
results, a null character ("") is output.
• When a two-dimensional code recognition result includes a line feed LF and/or a
carriage return CR, the line feed and carriage return are replaced with a space (" ").
• If a Zonal OCR result or barcode recognition result includes any control codes that
cannot be displayed, those codes are replaced with " " (space) or "_" (underscore).
Some control codes are ignored.
• If a Zonal OCR result or barcode recognition result includes double quotation marks
("), it is replaced with repeated double quotation marks ("").

Output Item and Order

The following items are output in the fixed order.

Item Name Description XML Item Name

Meta data (Field A configured Meta Data field. (*1) Meta data(Field Name)
Name)

Separator No. Document number Separator No.

Total number of Total number of pages in the document is Total pages in current
pages in the output. document
document

Page number in Page number in the document is output. Page Number in

the document Document
However, "1" is always output for a single
page type file.

Page number Page number that is counted from the first Page number

135
 Technical Specifications

page

Actual page Page number that includes the page Actual page number
number skipped due to the blank page skip or
removal of the separators.
(*2)(*3)(*4)(*5)

File name (full File name (full path) Full Path

path)

File name File name File name

Folder name Folder name Folder name

Scanner name Scanner name Scanner name

Resolution Resolution for an image. The unit is dpi. Resolution

0 is output when the resolution cannot be

obtained.

Width Width of an image. The unit is pixels. Width

Height Height of an image. The unit is pixels. Height

Bit depth Bit depth of an image. Bit depth

Barcode Text recognized from a barcode. Barcode

recognition
result The first 128 bytes for a one-dimensional
barcode.

The first 512 bytes for a two-dimensional

barcode.

Marking (user) Indicates whether or not a user marking Mark-user

has been applied.

0: Marking has not been applied

1: Marking has been applied

Marking Indicates whether or not a marking has Mark-multifeed

(multifeed) been applied by the multifeed detection.
(*6)(*7)

0: Marking has not been applied

136
PaperStream Capture Getting Started Guide

1: Marking has been applied

Marking (AIQC) Indicates whether or not a marking has Mark-AIQC

been applied by Automatic Image Quality
Checker (AIQC). (*6)(*8)

0: Marking has not been applied

1: Marking has been applied

Marking (blank Indicates whether or not a marking has Mark-blank page

page) been applied by Automatic Image Quality
Checker (blank page).

0: Marking has not been applied

1: Marking has been applied

*1: When barcode is set as Meta Data, barcode type is also output next to barcode.

*2: After inserting, replacing, or adding pages, the page numbers restart from one, rather
than continuing on from the last page the previous time.

*3: In the following cases, a null character ("") is output.

• When directly opening a file by [Add File] or other operations
• When using the PaperStream IP (ISIS) driver

*4: A value for the copied page is the same as the one for the original page.

*5: When the last page is skipped due to the blank page skip or removal of special paper,
the skipped page is not included in "Actual page number" even if continuous scanning is
performed.

*6: When a multifeed is detected and, simultaneously, an error is detected by Automatic

Image Quality Checker, only the multifeed is enabled and then "1" for "Marking (multifeed)"
and "0" for "Marking (AIQC)" are output.

*7: When the scanner does not support the multifeed detection, "0" is output.

*8: When the scanner does not support Automatic Image Quality Checker (AIQC), "0" is
output.

137
 Technical Specifications

Predefined Compression Format

The available predefined compression formats are as follows.

File Format Image Type (Bit) Compression Format

(Extension)

(.bmp) B&W No Compression

8-bit gray No Compression

24-bit color No Compression

JPEG2000 (.j2k) 24-bit color JPEG2000

JPEG (.jpg) 8-bit gray JPEG

24-bit color JPEG

PDF (.pdf) B&W CCITT G4

8-bit gray JPEG

24-bit color JPEG

PDF/A (.pdf) B&W CCITT G4

8-bit gray JPEG

24-bit color JPEG

TIFF (.tif) B&W CCITT G4

8-bit gray JPEG

24-bit color JPEG

138
PaperStream Capture Getting Started Guide

Barcode Types and Detection Parameters

The barcode types and detection parameters are shown below.

Barcodes that do not meet the detection parameters may not be recognized correctly.

One Dimensional Barcodes

Code Character Set Field Width

UPC-A/EAN/JAN Numbers UPC-A: 12 (includes check digits)

EAN/JAN: 8 or 13 (includes check

digits)

Code 3 of 9 (*1) ASCII data 1 to 128 (excludes start/stop

codes)

Code ASCII data 1 to 128 (excludes check

128/EAN128 characters)

Codabar (NW7) 4 start/stop characters, numbers, 1 to 128 (excludes start/stop

6 symbols codes)

ITF Numbers 2 to 128 (always even number of

digits)

*1: Operates in Full ASCII mode.

Two Dimensional Codes

Code Character Set Field Width

PDF417 ASCII data, binary data Alphanumeric mix: Up to 1850

(multibyte characters) characters

Mixture of the types of data above Numbers: Up to 2710 digits

Binary data: Up to 1108 bytes

QR Code Numbers, alphabetical characters, Alphanumeric mix: Up to 395

symbols, multibyte characters, characters
control codes
Numbers: Up to 652 digits
Mixture of the types of data above

139
 Technical Specifications

Kanji, full-width Kana (Japanese):

Up to 167 characters

Data Matrix ASCII data, binary data Alphanumeric mix: Up to 2335

(multibyte characters) characters

Mixture of the types of data above Numbers: Up to 3116 digits

Binary data: Up to 1556 bytes

Aztec ASCII, FNC1, ECI Alphanumeric mix: Up to 3067

characters
Mixture of the types of data above
Numbers: Up to 3832 digits

Binary data: Up to 1914 bytes

One Dimensional Barcode Detection Parameters

Menu Option Parameter

Barcode height 10 to 30 mm/0.39 to 1.18 in.

Barcode width 300 mm/11.81 in. or less

Barcode margin 5 mm/0.20 in. or more on each side of barcode

(The left and right edges of ITF are either 5 mm/0.20 in. or
more, or six times the width of the thin element or more,
whichever is larger)

Barcode color Black

Barcode base color White

Resolution 200 to 600 DPI

Barcode angle Horizontal and vertical

• UPC-A/EAN/JAN
Thin element
width/module width For 300 DPI or more: 0.264 mm/0.010 in. or more
For less than 300 DPI: 0.30 mm/0.012 in. or more
• Code 3 of 9/Code 128/EAN128/Codabar(NW7)

140
PaperStream Capture Getting Started Guide

For 300 DPI or more: 0.20 mm/0.008 in. or more

For less than 300 DPI: 0.30 mm/0.012 in. or more

• ITF
For 300 DPI or more: 0.254 mm/0.010 in. or more
For less than 300 DPI: 0.30 mm/0.012 in. or more

Wide element width 14.0 mm/0.55 in. or less

(For UPC-A/EAN/JAN/Code 128/EAN128, this is the width of

the widest element, which is equivalent to the total width of
four modules.)

• UPC-A/EAN/JAN/Code 128/EAN128/ITF
Gap between characters
No gap between characters
• Code 3 of 9/Codabar(NW7)
Equal to or less than either 1.52 mm/0.06 in. or three
times the width of the thin element, whichever is
larger, and equal to or larger than the thin element
width

PDF417 Detection Parameters

Menu Option Parameter

Module width 0.3 to 2.0 mm/0.01 to 0.08 in.

Module height The recommended module height is three times of the

module width or more

(When the module height is less than two times of the

module width, the module can not be recognized.)

Barcode width (overall 25.5 to 170.0 mm/1.00 to 6.69 in.

width)

Barcode height 10.0 to 30.0 mm/0.39 to 1.18 in.

Barcode margin 5 mm/0.20 in. or more on each side of barcode

Barcode color Black

Barcode base color White

141
 Technical Specifications

Resolution 200 to 600 DPI

Barcode angle Horizontal and vertical

Error correction level 0/2/3/4/5/6/7

QR Code Detection Parameters

Menu Option Parameter

Model Model 2

ECI and FNC1 modes are not supported

Version 3 to 10

Information type Numbers, alphabetical characters, symbols, multibyte

characters, control codes

Mixture of the types of data above

Cell size 0.40 mm/0.02 in. or more

Barcode margin 4 cells or more on each side of barcode

Barcode color Black

Barcode base color White

Resolution 300 to 600 DPI

Barcode angle Horizontal and vertical

Error correction level L/M/Q/H

Data Matrix Detection Parameters

Menu Option Parameter

142
PaperStream Capture Getting Started Guide

Version ECC200

FNC1 mode is not supported

Cell size .50 mm/0.02 in. or more

Barcode margin Two or more cells around a symbol

Barcode color Black

Barcode base color White

Resolution 300 to 600 DPI

Barcode angle Horizontal and vertical

Tip The recommended resolution for an image to be used for barcode recognition is 200 to
600 DPI.
If the barcode scanning speed decreases, limit the barcode types to be detected or narrow
the barcode area to improve the scanning speed.

Notes:

• To use a two-dimensional code, install a 2D Barcode for PaperStream.

• If there are multiple barcodes in the barcode detecting area, the one recognized first
will be enabled.
• If you scan a document with an undefined barcode type for this function, the
document may be separated wrongly, and the scanned images may also be deleted
depending on the scan settings. It is recommended to limit the area of barcodes to
be detected.
• Using the same sheet repeatedly may decrease the recognition accuracy due to
accumulated dirt on the sheets. If the sheet is not recognized correctly or gets
smudged, replace it with a new sheet.
• If control codes fail to be recognized, the recognition results may be in the following
condition:
o Control codes are recognized as numbers.
o Not only control codes but also some of the other characters are not
recognized at all and ignored.
• If NUL is included in a two-dimensional code, the data after [NUL] is not recognized.
• The barcode may not be recognized correctly depending on the document (if
skewed), the PaperStream IP driver settings and/or the print status of barcodes.
Operate after ensuring that the barcode is correctly recognized.

143
 Technical Specifications

• If there are multiple barcodes in the barcode detecting area or the QR code is split
vertically or horizontally, it is unknown which barcode is valid. If there are multiple
barcodes, specify the area so that it includes the barcode that needs to be detected.
• If the area for the barcode that needs to be detected is not specified, the detecting
performance for the document in which four or more barcodes of the QR code type
exist might be affected.
• Even if the barcode base color and the barcode color are colors other than white and
black, the barcode may be able to be recognized. To recognize colored barcodes,
adjust the color document scanning settings to ensure that the documents are
recognized correctly before using the barcodes.
• If the recognition result for a two-dimensional code includes an error, enlarge the
barcode or raise the error correction level.
• If a barcode recognition result includes any control codes that cannot be displayed,
those codes are replaced with " " (space) or "_" (underscore). Some control codes
are ignored. When a two-dimensional code recognition result includes a line feed [LF]
and/or a carriage return [CR], those codes are output as is in the index information
file.
• A barcode can be used to divide documents or to provide an index, file name, or
folder name by using text recognition.

144
PaperStream Capture Getting Started Guide

Zonal OCR Detection Parameters

Use the following recommendations to improve Zonal OCR detection.

Document Text

Documents and text with the following formatting may not be correctly recognized with
Zonal OCR.

Documents
• Document with extremely narrow or wide character spacing and/or line spacing
• Document with uneven color in the background of text
• Document with patterns in the background of the text
• Document with an unsupported language
• Document loaded upside down, sideways, or skewed
• Document with a complicated layout or too much noise (Such documents may
require an excessively long time to be recognized)
• Vertically written document
• Document formatted in columns

Text
• Hand-written text
• Text in small characters (less than 10 points) in a low resolution
• Text in large characters (24 points or higher)
• Superscripts/subscripts, and complicated math expressions
• Text in bold or italic characters, or characters with effects such as shadow and
outline
• Text expanded/condensed in lateral or vertical direction

PaperStream IP Driver Settings

With the following PaperStream IP driver settings, documents may not be correctly
recognized with Zonal OCR.
• If the image type is monochrome, [Halftone] or [SEE] is selected in [Black & White
Method] for the [Image]

Notes

• Processing may take an excessively long time.

• Up to 128 characters can be recognized with Zonal OCR.
• If possible, set the areas that only contain necessary characters.
• Set the Zonal OCR recognition area to an appropriate size.
• When the area is too large, figures, tables or borders around the area may be
included in the Zonal OCR target and unintended recognition result may be output.
• When the area is too small, the strings to be recognized may be excluded from the
Zonal OCR target and may not be recognized correctly.

145
 Technical Specifications

• Even when the character string recognized with Zonal OCR is displayed properly on
the screen, it may be recognized as a control code and be output as "_" if "Zonal
OCR" is used for a file name in naming rules or if the character string is output to
index information.
• When this happens, select a language to be used for Zonal OCR with [Regional and
Language Options] in [Control Panel].
• The following resolutions are recommended for images. Resolution higher than 600
DPI cannot be recognized for Color/Gray.
• B&W: 400/600 DPI
• Color/Gray: 200/300 DPI
• The deskew function of the PaperStream IP driver and the orientation correction filter
may improve the recognition rate.
• When the string to be recognized contains only alphanumeric characters and
symbols, recognition error may occur. Changing the language to be recognized into
English facilitates the recognition.

146
PaperStream Capture Getting Started Guide

Document Profile Import Results Log

When an operational environment is imported, the import results are output to the log file.

The file format is CSV and the file name is "PSCImpProfile.csv".

Folder for Import Results

The import results are created in the following folder:

• For Windows Server(R) 2008 R2/Windows(R) 7/Windows Server(R) 2012/Windows
Server(R) 2012 R2/Windows(R) 8.1
C:\Users\(UserName)\Documents\PaperStreamCapture

Contents of Import Results

The import results are output in the following format:

"Log output date"

"Import result","Details","Document profile name"

First Line

The output date of the log.

The date format is "day of the week. month day. year hours:minutes:seconds"

Second and subsequent Lines

The import results for each profile are output.

Item Description

Import result OK: Imported.

NG: Could not be imported.

Details New: Newly imported.

Document profile name The name of the document profile to be imported is

output.

Example of Output Log

Wednesday. March 25. 2015 19:52:56

147
 Technical Specifications

OK,New,Sample 1

OK,New,Sample 2

148
PaperStream Capture Getting Started Guide

Invalid Characters for File and Folder Names

The following characters cannot be used in file and folder names:

• Angle Bracket - < >
• Asterisk - *
• Backslash - \
• Colon - :
• Pipe - |
• Question Mark - ?
• Quotation Mark - " "
• Slash - /

149
 Technical Specifications

Scanners and Feature Availability

Availability of Mark pages when error is detected by Automatic Image Quality

Checker

Mark pages when error is detected by Automatic Image Quality Checker can be
used for the following scanners:

fi-5950/fi-6800/fi-7160/fi-7260/fi-7180/fi-7280

Availability of Mark pages when multifeed is detected

Mark pages when multifeed is detected can be sued for the following scanners:

fi-5950/fi-6800/fi-7160/fi-7260/fi-7180/fi-7280

150
PaperStream Capture Getting Started Guide

Supported Operating Systems

Refer to the following table for details about the operating system versions that
PaperStream Capture Pro supports. For each operating system version, the table lists the
supported Internet Information Service (IIS) versions, the maximum number of connected
workstations, and whether the operating system can be used as a storage server.

Max No.
Operating System IIS Version Connected Storage Server
Workstations

Windows(R) 7 Professional
7.5 7 OK
32-bit/64-bit

Windows(R) 7 Enterprise 32-

7.5 7 OK
bit/64-bit

Windows(R) 7 Ultimate 32-

7.5 7 OK
bit/64-bit

Windows(R) 8.1 32-bit/64-bit 8.5 3

Windows(R) 8.1 Pro 32-

8.5 7 OK
bit/64-bit

Windows(R) 8.1 Enterprise

8.5 7 OK
32-bit/64-bit

Windows Server(R) 2008 R2

7.5 7 OK
64-bit

Windows Server(R) 2012 64-

8.0 7 OK
bit

Windows Server(R) 2012 R2

8.5 7 OK
64-bit

151
 Technical Specifications

Supported Scanners

Refer to the following table for a list of the scanners that are supported with PaperStream
Capture and PaperStream Capture Pro.

Scanner PaperStream Capture PaperStream Capture Pro

fi-5950 X X

fi-6800 X X

fi-6770 X X

fi-6670 X X

fi-6750S X

fi-5530C2 X X

fi-7180 X X

fi-7280 X X

fi-7160 X X

fi-7260 X X

fi-6140Z X X

fi-6240Z X X

fi-6130Z X X

fi-6230Z X X

fi-6110 X X

fi-65f X

fi-6400 X

152