Xerox Documate 3640 User Guide

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User’s Guide 81
6. When you are ready to burn the files to a CD, open the OneTouch Properties window, select 
Burn 
to CD  and then click the  Properties button. 
7. Make sure a blank CD is in the CD burner.
8. Click the  Burn to CD button. The CD burner begins and your scanned documents are written to 
the CD.
If other files are also waiting in this location, they will get written with the OneTouch files on the 
CD. 
						

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Printer or Fax
The availability of printers and/or faxes in the On
eTouch destination list depends on whether or not 
you have printers or faxes configured in Windows.  Please refer to the Windows documentation, or your 
printer or fax documentation, for setting up printers and faxes. 
Supported file types —only the BMP file format is available, when  scanning to a printer or fax, as only 
uncompressed data can be send to these devices.
Destination type —printers and Faxes are classified as “Device Links”. To make them available in the 
destination list, you must select Fax and Print on  the Options tab in the OneTouch Properties window.
The Properties button will be disabled in OneTouch as  there are no global properties for this type of 
destination. 
Select a printer or fax device, in the Select destinat ion list, then open a Scan Configuration to modify 
the settings for the device you selected. 
						

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Click on the
 Device Settings  tab and use the options on this tab to select settings for the device.
• Fit to page, reduce image if necessary —if the scanned image is too big to be printed or faxed on 
a single page, the image will automatically be reduced to fit the page.
• Actual size, crop image if necessary —if the scanned image is too big to be printed or faxed on a 
single page, the image will automatically be  cropped around its edges to fit on the page.
• Center image on page —the image will be printed in the center of the page instead of at the top 
left corner.
• Maintain aspect ratio —the aspect ratio is the length-to-width relationship of the image’s 
dimensions. Select this option so the imag e’s relative proportions remain constant.
• AutoRotate image for best fit —if the image is a Landscape format and the device is printing in 
the Portrait mode, or vice versa, rotate the image to fit on the page.
• Collate copies —if you are printing more than one page, collate the copies. Enter the number of 
copies in the Copies box.
• Advanced —click to see additional settings for the devi ce. The dialog box that opens is specific to 
the device. For example, if the device is your prin ter, the dialog box is your printer’s setup settings.
Note:  When scanning to multiple printers and/or fa xes, select the specific device, you want to 
configure the Advanced features for, fr om the list before clicking on the Advanced... button. 
						

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PaperPort
In the OneTouch Properties window, select PaperPort
 as the Destination Application for scanning. 
Supported file types —all image file formats are available when  scanning to PaperPort. The sPDF and 
nPDF text file formats are only available when  the OmniPage software or OneTouch OmniPage module 
is installed. Please refer to  Te x t  Fo r m a t s on page 69.
Destination type —the PaperPort destination is classified as a “Document Management Link”. To 
make it available in the destination list, you must select Document management on the Options tab in 
the OneTouch Properties window.
•Click the Properties button to open the OneTouch Link Proper ties for PaperPort. From this window, 
you can change the default folder location and options.
On initial installation of OneTouch, all scan co nfigurations send the scanned document to the 
folder selected in this window. When you create new configurations, the default settings will also 
match what you have selected here. If you modify the options in an indi vidual configuration, 
changing the options in this Link Properties wind ow will no longer update to the configurations 
you modified. 
						

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• Click the 
New, Copy , or Edit  button to open the Scan Configuration Properties window. Click on 
the  PaperPort  tab and use this window to set a configuration to scan to a different folder than the 
one selected in the Link Properties window.
Changing the options in this wind ow only affects the configuration  you are creating or modifying. 
All other configurations will retain  their settings for this destination. 
Select the destination folder for Scanned Documents
• Select a folder to send the scanned document(s)  to when scanning to the PaperPort destination.
The list of folders in this window are from the  PaperPort Folder Manager. Use the PaperPort Folder 
Manager to add or delete folders, add other drives  and network locations to this list. You cannot 
add new folders from the OneTouch  PaperPort configuration windows.
PaperPort OneTouch Link Properties 
window Scan Configuration Properties window - 
PaperPort tab 
						

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Scan to the current PaperPort folder
• Select this option to have the scanned document(s
) sent to the currently selected folder in the 
PaperPort application.
The PaperPort software must be open, before scan ning, for the scans to be sent to the selected 
folder in the PaperPort folder pane . If PaperPort is not open, this option is ignored and the scanned 
file is sent to the folder selected in either the OneTouch Link Properties or Scan Configuration 
window for PaperPort.
These are the folders that are available in the 
OneTouch PaperPort configuration windows. 
Press F1 on your ke yboard to open the 
PaperPort help file for instructions on 
managing this folder list.
Click the folder icon to open or close the folder 
list in PaperPort.
The selected folder in this list is where the 
scanned file will be saved when PaperPort is 
open  and the OneTouch option Scan to the 
current PaperPort folder is selected. 
						

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SharePoint
The 
SharePoint  destination link allows scans to be sent di rectly to a SharePoint site from OneTouch. 
Please contact your SharePoint site administrator fo r the server information you need to configure this 
link. Alternatively, have your site administrator or IT  professional configure this link for you. Setup and 
configuration of the SharePoint sites and user ac counts are outside the scope of this document.
Supported file types —all image and text file formats, except HTML, are available when scanning to 
the SharePoint site. Note that text file formats are only available if an OCR module or application is 
installed. Please refer to  Text Formats on page 69 to see a list of text file formats that are available 
when OCR is installed.
Destination type —the SharePoint destination is classified as  a “Storage Link”. To make it available in 
the destination list, you must select Storage an d CD-R/W on the Options tab in the OneTouch 
Properties window. 
All configuration of the SharePoint server is done using the SharePoint settings tab in the Scan 
Configuration Properties window. 
1. Select  SharePoint as the destination application.
2. Open the Scan Configuration you want to modify for scanning to a SharePoint site, or create a  new Scan Configuration.
Select an existing configuration in which you  have already specified your SharePoint site 
information, and then click on the  Copy button to create a new configuration using the settings of 
the current configuration.  
						

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3. Click on the 
SharePoint tab and fill in the fields with the information for your SharePoint site.
• Protocol —select which protocol you want to use  to transfer the scan to the server.
• SharePoint URL —input the full URL path of the SharePoint  site without the http(s):// designation 
and actual page. This path should include everything except the destination folder. 
For example, if the web browser URL displays  http://sharepoint.site.com/IT/common/shared 
documents/default.aspx , then you would configure the Shar ePoint server path as follows:
• Select  HTTP as the protocol
• The SharePoint URL would be  sharepoint.site.com/IT/common
• The Destination folder would be  shared documents 
• User account —input the user account name that has priv ileges to save files to the specified 
SharePoint site and Destination folder.
• Password —input the password for the user  account name you specified.
• Use Windows Integrated Authentication —select this option to use the Windows current user’s 
login name and password to access the SharePoint site.
• Destination folder —this is the folder where the final scanned document(s) are transferred to 
when scanning is complete.
• Filename format —select a file naming format, for the scanned document, from the list. Select 
“Use custom file naming” to use the file you se t on the Options tab in the OneTouch Properties 
window.
Count —this field will enable when the selected Filename format contains {seq}. Input the number 
you want the sequential  count to start from.
Filename prefix —this field will enable when the selected  Filename format contains {prefix}. Input 
the name or value you want as the prefix in the final file name.
Because the destination configuration is done th rough the scan configuration, you can set each 
configuration to scan to different SharePoint si te, folder, filename format, using different user 
credentials, and so on. This is the same process used as when scanning to different folders using the 
Transfer to Storage destination, as desc ribed in detail starting on page 76.
Click on the  Help button, in this configuration tab, to launch the SharePoint help file. The help file 
contains detailed information abou t the settings in this window and technical implementation notes. 
						

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SharePoint Link Log Viewer
The OneTouch Link Log Viewer opens automatically when scanning is complete. Click on the menu 
arrow next to View logs for and select SharePoint Link from the list to display the transfer history for the 
SharePoint link only. 
Double-click on any of the line items to open the selected log file in the Log File Detail View. If you 
open a failed transfer, the log file may contain the 
information you need to determine why the transfer 
failed. After you address the failure indica ted in this log file, you can click the Retry button to resend 
the document to the server.
Click on the  Properties button to open the Log Viewer from th e SharePoint OneTouch Link Properties 
window. There are no global configuration properties  for the SharePoint destination application, all 
configuration is done using the Scan Configuration  Properties window as described in the previous 
section. 
						

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FTP Transfer
The 
FTP Transfer  destination link allows scans to be sent  directly to an FTP server from OneTouch. 
Please contact your server administrator for the se rver information you need to configure this link. 
Alternatively, have your site administrator or IT  professional configure this link for you. Setup and 
configuration of the FTP server and user acco unts are outside the scope of this document.
Supported file types —all image and text file formats, except HTML, are available when scanning to 
an FTP server. Note that text file formats are only av ailable if an OCR module or application is installed. 
Please refer to  Text Formats on page 69 to see a list of text file formats that are available when OCR is 
installed.
Destination type —the FTP Transfer destination is classified as  a “Storage Link”. To make it available in 
the destination list, you must select Storage an d CD-R/W on the Options tab in the OneTouch 
Properties window. 
All configuration of the FTP server is done usin g the FTP Transfer tab in the Scan Configuration 
Properties window. 
1. Select  FTP Transfer  as the destination application.
2. Open the Scan Configuration you want to modify for scanning to an FTP server, or create a new  Scan Configuration.
Select an existing configuration in which you have  already specified your FTP server information, 
and then click on the  Copy button to create a new configuratio n using the settings of the current 
configuration.