Omnipage se user manual

Overview Overview. Accurate and effective Offers superior conversion accuracy, intelligent character recognition and zonal recognition, so you can quickly create editable documents.

Simple Fast document conversion times increase productivity and enable a greater focus on more strategic work. Solution Solution. OmniPage Ultimate Overview Overview. Save Time With Digital Document Management Organizations often rely on costly manual paper processes that lack document security, are time-consuming and error-prone. Save time, increase productivity and protect your confidential information with our market-leading PDF, OCR and document conversion solutions.

User friendly Easy-to-use, Office-style interface, so it's simple to learn. Highly secure Protect your information, keep documents secure and confidential. Precise and effective Accurate document conversion and redaction through award-winning OCR technology. Productive and efficient Scan, share, search and organize documents in a simple, integrated solution. Opportunities Opportunities. Accelerate work and drive productivity Enable your users to easily and quickly create, convert, edit, share and e-sign PDF files, driving significant efficiencies and providing advanced document security.

Automate today, scale tomorrow Transform paper documents into actionable digital information to help solve your current challenges and meet your future business requirements. Products Products. Page Image : This displays the image of the current page with its zones.

When a page is displayed, the Image toolbar is available. Text Editor : Displays recognition results from the current page. Panels can be re-arranged freely - horizontally or vertically; use the Window menu to open the Easy Loader, Workflow Status or Help panels. Panels can be minimized or closed, but not tabbed. Use this view to set up the OmniPage workspace so that it fits your task optimally. By default all panels appear.

The Document Manager appears in a horizontal panel at the base of the working area. You can undock, move, minimize, group or close panels as already described.

Drag a tab onto the working area to convert it to a Classic-type tiled panel. Drag it back to the tab bar to revert to a tabbed panel, or use the Spacebar as already described. If panels are grouped, the tab name shows the active one. Easy Loader provides a Windows Explorer type file listing and functionality that can remain open during the session, allowing quick file selection and assembly see Chapter 4, page Load a document.

Open the panels you want to use. Grab them by their captions one by one, and drag them so that they dock beside the active one as tabs.

You can also dock Help to avoid handling two separate. Load a document and have it recognized. Close all panels except the Document Manager and the Text Editor. Maximize both horizontally, scale down the Document Manager and dock it to the top or bottom. You can now step through the pages double-clicking them one by one in the Document Manager, inspecting recognition results in the Text Editor.

The number of suspect words and reject characters in the Document Manager will help you identify problematic pages. Load the document you want to work on. Move its Thumbnail View to your second monitor and maximize it for a large scale overview of your document and far more space for thumbnail operations.

Place the Page Image on one screen and the Text Editor on the other. This gives you more space for editing and proofing. The Page Image is always available for verifying recognition and for performing on-the-fly zoning and editing. The scenarios presented above are only examples to give you an idea of what you can do in Flexible View. Use the Quick Convert View for fast recognition and saving. You can switch to Quick View only when you have no opened document and it can handle only one input file and one output document at a time.

The picture shows the default appearance. A Help panel can be added, but further panels are not available in this view. You can change tabs to separate panels and minimize them, as in other views. After loading a file, you should convert it before loading the next file. When an image conversion is finished, you do not need to explicitly close the image; just load a new file. When the latter is chosen, multiple files can be selected — these files are loaded, recognized and saved using the current settings.

For this, set the output file names to be the same as the source file names. See Chapter 4, page 26 and the Help for details. The Quick View Page Image panel includes the Quick Convert toolbar, offering the most useful image handling operations. To access advanced functionality, such as image file saving, SET tools, on-the-fly zoning, zone reordering and manual zone drawing for vertical text, a different view should be used. Click Add and name your view.

Your screen layouts will be displayed in the Custom Views submenu with a checkmark beside the active one. Resetting to a default is not available for custom views. Use the Window menu to change views. Panels are shown or hidden and arranged as they were when the chosen view was last used. The Help topic on display remains unchanged regardless of view. Easy Loader retains its file location regardless of view and the Workflow Status continues to display information on the last workflow run.

On program restart, Help displays the Welcome topic, Easy Loader the default folder location and Workflow status is empty. The program has eleven main toolbars.

Use the View menu to show, hide or customize them. Status bar texts at the bottom edge of the OmniPage program window explain the purpose of all tools. Image toolbar: Performs image, zoning and table operations.

Three of its tool groups can now be handled separately mini-toolbars :. Formatting toolbar: Formats recognized text in the Text Editor.

Verifier toolbar: Controls the location and appearance of the verifier. Reorder toolbar: Modifies the order of elements in recognized pages. Mark Text toolbar: Performs text marking and redacting. Form Arrangement toolbar: Arranges and aligns form elements.

All toolbars can be moved and customized in each view to your particular needs, including use of a secondary monitor. There are three ways of handling documents: with automatic, manual or workflow processing. The basic steps for all processing methods are broadly the same:.

Bring a set of images into OmniPage. Perform OCR to generate editable text. Export the document to the desired location.

You can save your document to a specified file name and type, place it on the Clipboard, send it as a mail attachment or publish it. You can save the same document repeatedly to different destinations, different file types, with different settings and levels of formatting. You can start recognition from other applications, using Direct OCR and can also schedule processing to run at a later time.

The Options dialog box is the central location for OmniPage settings. Access it from the Standard toolbar or the Tools menu. Context-sensitive help provides information on each setting. It lets you link pages with suitable applications. Pages can contain pictures, text or both. PaperPort provides the easiest way to turn paper into organized digital documents that everybody in an office can quickly find and use. PaperPort works with scanners, multifunction printers, and networked. It then helps you to manage them along with all other electronic documents in one convenient and easy-to-use filing system.

PaperPort is included in the OmniPage Ultimate package. PaperPort must be installed and uninstalled separately from OmniPage. This tutorial chapter describes different ways you can process a document and also provides information on key parts of this processing.

A fast and easy way to process documents is to let OmniPage do it automatically for you. Select settings in the Options dialog box and in the OmniPage Toolbox dropdown lists and then click Start.

It will take each page through the whole process from beginning to end, when possible running in parallel. It will typically autozone the pages. Manual processing gives you more precise control over the way your pages are handled.

You can process the document page-by-page with different settings for each page. The program also stops between each step: acquiring images, performing recognition, exporting. This lets you, for instance, draw zones manually or change recognition language s. You start each step by clicking the three buttons on the OmniPage Toolbox. Manually zone pages where you want to process only part of the page or if you want to give precise zoning instructions.

Use Ignore backgrounds or zones to exclude areas from processing. Use process backgrounds or zones to specify areas to be auto-zoned. Use button two to have the pages recognized. Do proofing and editing as desired. Use button three to save your results. The default for manual processing is to have all entered pages automatically selected.

This way you can have all new pages recognized by a single mouse click. You can remove this default in the Process panel of the Options dialog box. You can process a document automatically and view results in the Text Editor. If most pages are in order, but a few have not turned out as expected, you can switch to manual processing to adjust settings and re-recognize just those problem pages.

Alternatively, you can acquire images with manual processing, draw zones on some or all of them, and then send all pages to automatic processing by pressing the Start button and choosing to process existing pages.

A workflow consists of a series of steps and their settings. Typically it will include a recognition step, but it does not have to. It does not have to conform to the pattern of traditional processing. Workflows are listed in the Workflow drop-down list — sample workflows plus any you create.

Workflows allow you to handle. You can choose to place the OmniPage Agent icon on your taskbar. Its shortcut menu lists your workflows. Click a workflow to launch OmniPage and have it run. Let the Workflow Assistant guide you in creating new workflows. It provides a choice of steps and the settings they need. Click Next after each step to add another one.

You can use the Assistant just to get more guidance when doing automatic processing. You can schedule OCR jobs or other processing jobs in OmniPage DocuDirect to be performed automatically at a later time, when you may not even be present at your computer. This is done through DocuDirect. It does not matter if your computer is. If you are scanning pages, your scanner must be functioning at job start time, with the pages loaded in the ADF.

When you choose New Job, first the Job Wizard, and then the Workflow Assistant appears - the latter with a slightly modified set of choices and settings. In the first panel of the Job Wizard, you define your job type and name your job; next you are to specify a starting time, a recurring job or watched folder instructions.

A job incorporates a workflow with timing instructions added. Start the application you want connected to OmniPage. Select options in the following panels:. These function for future Direct OCR work until you change them again; they are not applied when OmniPage is used on its own.

Open your application and work in a document. To acquire recognition results from scanned pages, place them correctly in the scanner. If Draw zones automatically is not selected, each page image will be presented to you, allowing you to draw zones manually.

Click the Perform OCR button to continue with recognition. If proofing was specified, this follows recognition. Then the recognized text is placed at the cursor position in your application, with the formatting level specified in the Output Format panel under Acquire Text Settings.

There are three possible image sources: from image files, from a digital camera and from a scanner. There are two main types of scanners: flatbed or sheetfed. A scanner may have a built-in or added Automatic Document Feeder ADF , which makes it easier to scan multipage documents.

The minimum width or height for an image file is 16 by 16 pixels; the maximum is pixels 71cm or 28 inches at the resolution to dpi. See Help for pixel limits. You can create image files from your own scanner, or receive them by e-mail or as fax files.

OmniPage can open a wide range of image file types. Select Load Files in the Get Pages dropdown list. Files are specified in the Load Files dialog box. This appears when you start automatic processing. In manual processing, click the Get Page button or use the Process menu.

The lower part of the dialog box provides advanced settings, and can be shown or hidden. The Get Pages drop-down list offers direct connections to the following web-based storage sites: Evernote and Dropbox. Specify which further Cloud sites you wish to access, and also which FTP sites you want to use for file input.

Auto-detection of camera.