Panasonic Uf 790 Operating Instructions Manual

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Document Management 
System Section
Document Management System Section
Installing the Document Management System
Windows 98/Me/NT/2000/XP
1Insert the Panasonic Document Management
System CD-ROM.
2Select your desired language.
3Click on the   button.
4Click Panasonic-DMS.
Note:
The Fax Gateway and Firmware Update 
Utility is available for U.S.A. only.
5Click Install Panasonic-DMS Software.
Next
Continued on the next page... 
						

							Installing the Document Management System
52
Windows 98/Me/NT/2000/XP
6Verify the installation destination and click the
 button.
7Verify the data folder destination and click the
 button.
8Select your machines model(s) and click the 
 (Add) button.  
Then, click the   button.
9
Select General User and click the 
button.
Note:
If selecting Administrator, the network 
configuration editor and network address 
book editor will also be  installed on your 
PC.
Next
Next
Next
Next 
						

							Installing the Document Management System
53
Windows 98/Me/NT/2000/XP
Document Management 
System Section
10Click the Typical button.
Note:
1 The Panafax Desktop isnt installed 
depending on the model selected in the 
Typical Installation. If you wish to install 
the Panafax Desktop, select the Custom 
Installation and check the box of the 
Panafax Desktop
2 The    button is also indicated 
by the installation of Panafax Desktop of 
the Local version. Select    
when you wish to install it with the 
Server & Client system with the Client 
mode.
11Enter the program folder name and click the
 button.
12
Click the   button if you want to
register the Panasonic Communications Utility
to start with Windows.
13Click the   or   button.
14The required files are copied.
Client
Client
Next
Yes
YesNo
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54
Windows 98/Me/NT/2000/XP
When installing Panafax Desktop on Windows 98/NT, after rebooting your PC, the Microsoft Data Access
Components are automatically installed. Install it in accordance with the directions of the screen.
The Panasonic Document Management System folder is added to the Start menu, and the installation is
completed.
NOTE1. When installing on Windows NT 4.0, log onto the computer with an account rights of
Administrator.
2. Before updating the software, be sure to remove the older version of software, using the
Uninstall shortcut from the Start Menu.
15When the setup process is completed, a
message is displayed prompting you to restart
your computer.
Click the   button to restart your
computer.
Finish 
						

							55
Document Management 
System Section
Document Manager
Document Manager is an application for managing documents (image files). By utilizing the Document
Manager and Document Viewer  (See page 78) in combination, a number of documents (image files) can be
classified, managed, browsed, and edited.
Selecting Panasonic 
→ Panasonic Document Management System → Document Manager in Programs
of the Start menu displays the main window of the Document Manager.
1.Title Bar
Displays the title of a screen.
2.Menu Bar
Displays the menu of the Document Manager.
3.To o l  B a r
Displays the tool buttons of the Document Manager. Tool buttons correspond to functions of the menus in
the menu bar.
4.Folder Window
Displays the folders containing the documents in tree form.
5.Link Icon
Dropping a dragged document onto a link icon, an application corresponding to the function of the icon is
activated.
6.Status Bar
Displays information such as the number of documents in a folder, the number of selected documents,
and file sizes, etc.
Main Window 
						

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56
Main Window
7.Document Window
Displays a list of documents in the selected folder.
Documents are displayed in thumbnails (reduced images). Page number and   and   buttons are
displayed at the bottom of a thumbnail image for grouped documents (configured with two or more
pages).
• Image data files
A thumbnail image of the document is displayed.
• Application data files
A thumbnail image of the document with it original application icon is displayed (i.e. Word, Excel and
PowerPoint).
Clicking on the < and > buttons turns the page on a multi-page document. 
						

							Document Manager
57
Document Management 
System Section
The Document Manager allows editing and managing documents displayed in thumbnail images by
dragging and dropping. The function enables various operations as described below:
Basic Operations
•Selecting documents
Clicking thumbnail images in the document window allows
selection of documents. Dragging a mouse cursor on the
screen or clicking with the Shift key held down allows
selecting two or more documents at one time.
•Editing documents
Double-clicking thumbnail images in document window
activates Document Viewer  (See page 78), allowing opening
and editing documents.
•Creating Documents
Drag and dropping any application file into Document
Manager creates a new document. A thumbnail image file is
created and the application icon is displayed. 
						

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58
Basic Operations
•Copying/Moving Documents
Dragging a thumbnail image in document window and
dropping it onto a folder in the folder window allows moving
the document to the folder. Dragging & dropping with the Ctrl
key held down copies a document.
Dragging a document and dropping it onto another document
in a document folder results in grouping the two documents
together.
Dragging a document and dropping onto a link icon activates
an application corresponding to the function of each icon.
Link icons are registered and deleted by selecting Launch to
Another Application 
→ External Application Setup in the
File menu.
• Dragging a document and dropping it onto “Shared Folder”
allows other computers connected to the same network
access to it.
Browse “Shared Folder” for how to create shared folders. 
						

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59
Document Management 
System Section
•Import document (from scanner)
Selecting Acquire Image... in the File menu displays a window for the Document Scanner  (See page 61).
The operation imports a document read on the scanner into a folder.
•Import document (from file)
Selecting Open in the File menu displays a dialog box for selecting files. The dialog box allows importing
image files saved in a computer as documents onto a folder.
An attempt of importing files that cannot be handled by Document Manager results in displaying an error
shown below. Press OK and verify a file format.
Dragging and dropping a selected document onto a link icon at the bottom of the window activates an
application specified for the link icon, and opens the image file.
The link icons can be Added/Removed freely by selecting Launch to Another Application 
→ External
Application
 Setup in the File menu.
The following applications are specifiable as destinations of the Document Manager:
- Draw/Graphics software (Applications such as MS-Paint, Photoshop etc.)
- OCR software (Application such as e-Typist, etc.)
- PC-FAX software
- E-Mail software (MAPI-compatible mail application such as MS-Outlook, Netscape Messenger etc.)
- Others
(Other application documents such as MS-Word, MS-Excel etc.)
NOTE1. Document Viewer provides a function to add various graphics and texts to an image.
The graphics and texts added to an image are called Annotation. See Annotation Menu
(See page 91) for details of annotation.
Setting Plug-in 
						

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60
File Menu
•New Folder
Create a new folder under a folder that is currently selected.
Path of a folder to be created can be specified as required.
•Shared Folder
Create a new shared folder. Documents in “shared folder “
can be shared through a network from different computers.
•Released Shared Folder
Released a shared folder. Documents in  “shared folder”  will
be released from a network.
•Open
A file saved in the computer and can be imported into a folder
as a document.
•Save As
A document is saved as an ordinary image file under a
specified name.
•Rename
Change the name of a document.