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1. 2 Select scan settings for the new scan configuration Mode Select a scanning mode Scanning From One Touch a If the configuration is locked click the lock to unlock it The icon becomes a key e Black amp White to scan in black and white For example letters and memos are usually scanned in black and white e Grayscale to scan items such as documents containing drawings or black and white photographs e Color to scan color photographs and other color items Color scans have the largest file size Resolution Drag the slider to the right or left to adjust the dots per inch dpi of the resolution The higher the dpi setting the sharper and clearer the scanned image However higher dpi settings take longer to scan and produce larger files for the scanned images Brightness Sometimes an image is scanned with the brightness and contrast set too light or too dark For example a note written with a light pencil may need to be scanned darker to improve legibility Increasing or decreasing the brightness makes the scanned image lighter or darker Contrast The difference between the lighter and darker portions of the image Increasing the contrast emphasizes the difference between the lighter and darker portions decreasing the contrast de emphasizes that difference 3 If you want to lock the configuration click the key icon to change it from a Key to a Lock 4 Click OK if you are done making changes for th
2. OK Cancel Ay 3 Choose a scan configuration and file format for your document Click OK 5 Now scan the documents using the button you set up with the Destination application as Transfer to Storage 56 DocuMate 3640 User s Guide Scanning From One Touch 6 Scanning begins and your scanned pages are stored in the location that you specified on the One Touch 4 0 Link Properties window Storage Ie oe Documents dropped on this link will be transferred to we storage devices i e file system or CD Burner 1 Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type CD burner options Show message when ready to burn 5 CD 700 MB Storage location Your scanned documents will C Users Public Documents ii i iai be stored at the location you specified on the One Touch Documents transferred to the Burn to CD link are waiting to 4 0 Link Properties window be written to CD Burn to CD ok Cancel Apy When selecting the storage location for scanned documents you can select a local folder or a folder on a server or mapped drive Scanning to Multiple Archive Folders When archiving documents with Transfer to Storage option you can scan the documents to different folders For example one folder might be for Business Receipts a seco
3. Check for Online Updates Show Quick Reference About 2 The Hardware Properties dialog box opens and shows information about your DocuMate 3640 Workgroup hardware status igi Local Host eee a Xerox DocuMate 3640 Selected hardware capabilities Xerox DocuMate 3640 E Scanner Type Flatbed Document Feeder Duplex Capable Optical Resolution 600 x 1200 dpi 48 bpp internal color Max Flatbed Document Size 8 50 x 14 00 W Max ADF Document Size 8 50 x 36 00 if OneTouch Button Count 99 DocuMate 3640 61 User s Guide Scanning From One Touch 3 Click the Properties button Device Settings Information a Device name xerox DocuMate 3640 q Driver version Firmware version Interface Documents Scanned 11578 Pages To avoid document feeder problems please replace the pad after 20 000 pages The documentation and help system shows you how Control Enable power save mode 15 Min e 4 Your scanner has a built in power saving feature that is set to power down after 15 minutes of idle time You can change the time before the scanner powers down from 1 minute to a maximum of 3 hours 5 Click the arrows for the Lamp time out setting and choose a time setting To turn the lamp on and off manually without turning off power to the scanner click the Lamp On or Lamp Off buttons To return the scanner to its factory settings click Reset Device 6 Click OK to save the cha
4. 33 40 71 79 Double Feed Detection 35 74 Duplex 35 60 Duplex button 21 E Edit button 31 eMail 46 EMC QuickScan 15 error codes 95 Event Forward STI 46 54 Excel Spreadsheet 45 F Fax and Print 46 File format 29 31 40 42 44 file storage location 57 Fit to page 37 Folder Copy Options 46 Full install 7 G Gamma 36 73 Grayscale mode 33 35 69 DocuMate 3640 115 User s Guide H Hardware properties 28 Help vii 63 help information 93 HTM file format 45 55 HTML Document 45 HTML page 55 Hue 36 I image blur 71 preview 69 Image Documents Properties 49 Image Editors 46 Image file formats 43 image size 75 Improvements and Settings 34 input size 74 Installation 1 Internet Options 51 Invert Image 35 ISIS Interface 81 ISIS only installation 8 J JPG Image quality and file size 43 JPG file format 42 43 K Key icon 33 39 L Link Properties 47 Lock icon 33 39 Logical Form Recognition 14 M Maintain aspect ratio 37 Maximize Quality 43 Microsoft Internet Explorer 55 Microsoft Outlook 46 51 Microsoft Paint 46 49 77 Microsoft Word 30 44 45 46 47 52 Mini Guides 17 116 DocuMate 3640 User s Guide Minimize Size 43 Moir Patterns 34 71 N New button 31 Normal 43 Normal PDF nPDF 45 Nuance OmniPage Pro 14 Nuance PaperPort 14 O OCR options One Touch Mini Guide 17 OmniPage One Touc
5. 20 Scan from the Flatbed Glass 0 ccc ence ee eee ete n nent nee n en eeees 22 To scan from the Flatbed glass 2 0 0 0 0 ccc ccc cece een e ene e ene Era 22 SCONIMMNG MA LCUACES aac cians ais acs atacrerntermeretretreecaenee eandsetereueeeseesseedesqeueeaeyeuedan 23 Scanning From One Touch Default One Touch Settings ccc ccc cece eee eee n een n eee teen nneees 25 Scan using the Scanner buttons 0 cee eee een n ene teen eee orrn 26 Scan from the One Touch Button Panel 0 cc ccc ccc cence teen nee e eens 2 Features of the One Touch Button Panel cece cece eee erone 28 Configuring the One Touch Buttons 0 ccc cece eee e tenn ene e ee rren 29 Selecting New SCtUINGS sicnsncudadassekeaaseeeene eee AEN EN ES 30 Creating a New Scan Configuration 0 ccc cece eee teen nee enaes 32 Editing or Deleting Scan Configurations 0 ccc cence tenn een eees 39 Conngure Beror SCO 42 catsainnnaiennedtnce ties eeeeesereees R EE ERSAT 40 Selecting Document and File Format Options 0 ccc ccc cece eens 42 Selecting Options for One Touch 0 ccc cence eee e nee e eee eenes 45 Setting Destination Application Properties 0 ccc ccc eect n eee 47 Scanning with Optical Character Recognition OCR ccc ccc cc cece eee ees 52 Scan dnd PUM tO CD po05cceeeeewntecseeeeceseceeeeeeeseeuesassaesataaweseeeesceeesce ys 53 Scanning with
6. 5 63 status light 93 Sti event forwarding 46 Still Image Client 54 Storage and CD R W 46 Storage Options tab 38 57 Straighten Image 34 System requirements viii T technical support 93 Text Documents Properties 47 Text Editors 46 Text file formats 44 TIFF file format 42 43 Transfer to Storage 38 56 57 file formats 44 TWAIN access from One Touch 64 Advanced Interface 68 Basic Interface 66 Open from One Touch 64 TWAIN interface 40 41 63 64 TWAIN only installation 8 TWAIN standard 63 TXT file format 30 44 52 U uninstall 97 Updates 13 USB cable 9 USB port 10 Use enhanced folder browser 46 User Guides 16 V VRS Settings Tab One Touch Mini Guide 17 W Watermark 35 Web site for help 93 WIA Advanced settings 79 WIA interface 40 77 Windows Image Acquisition 77 Word Document 45 DocuMate 3640 117 User s Guide X XLS file format 45 118 DocuMate 3640 User s Guide Xerox
7. The Advanced Settings tab 1 Click the Advanced Settings tab The options of the Advanced Settings tab are for the Color or Grayscale scanning mode Scan Settings Page Settings Advanced Settings Grayscale Color Settings Color Saturation Bj Color Hue Bj Gamma E Defaults 2 Drag the sliders to the left and right to change the color settings As you do the image changes to show the effects of the new settings Saturation the strength or purity of a color This option is only available when the selected scan mode is Color Hue the color your eyes see as reflected from the image This option is only available when the selected scan mode is Color Gamma is the tone curve and the starting point for image enhancement As you raise or lower the Gamma value the values at which Color Saturation Color Hue Brightness and Contrast affect the image are changed It is recommended that you keep the default Gamma value or adjust this setting before adjusting the other options This option is available for both Color and Grayscale scanning 3 Click OK to save the new configuration It will now be in the list of Scan Configurations on the One Touch Properties window for the appropriate Destination Applications 36 DocuMate 3640 User s Guide Scanning From One Touch The Device Settings Tab A Device Settings tab is on the Scan Configurations dialog box when your selected Destination Application sends
8. The list of scan settings for a configuration applies only to that type of configuration For example the Black amp White Configuration does not have a setting for adjusting the Color Hue 70 DocuMate 3640 User s Guide Scanning from TWAIN Adjusting the Resolution Resolution determines the amount of detail you can see in the scanned image The resolution setting for a scan is in dots per inch dpi The higher the resolution the finer the details However higher dpi settings also take longer to scan and produce larger file sizes If you are scanning photographs to make copies 200 dpi will make a direct size copy of similar image quality to the original You would use a higher dpi setting to enlarge a picture from the original size Scan Document OCR Scan Magazine Page Reset Advanced Reduce Moire Reset To adjust the resolution e To use one of the preset resolutions for typically scanned items click one of the options in the list e To set the resolution manually drag the Resolution slider to the left to decrease the resolution or to the right to increase it You can also click the up and down arrows to increase or decrease the setting e Click Reset to return the resolution to its original setting Some resolution settings for typically scanned items are e Business Card or other items with small print 300 dpi e Color Page with graphics or color photographs 200 dpi e Email photographs 100
9. The readme file is in HTML format and will open in any standard browser DocuMate 3640 5 User s Guide Installation 5 Onthe Main Menu select Install Products DocuMate 3640 View readme Install products User quides Browse DVD Contents View our website 2009 Xerox Corporation All rights reserved Xerox and the sphere of connectivity design are trademarks of Xerox Corporation in the United States and or other countries 6 Make sure the boxes for Scanner Driver and Visioneer One Touch are selected DocuMate 3640 Please choose applications to install Scanner driver Visioneer One Touch Nuance PaperPort Kofax VRS EMC Captiva QuickScan Nuance OmniPage Pro NOTE The software provided with your scanner may differ slightly from the list shown in the window 7 Click Install Now 6 DocuMate 3640 User s Guide Installation Installing the Scanner Driver The scanner driver installation will start first 1 The Welcome to the Xerox DocuMate 3640 Setup Wizard opens Welcome to the xerox DocuMate 3640 Driver Setup Wizard The installer will guide you through the steps required to install the Seros DocuMate 3640 Driver on Your Computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the masimum ex
10. UL C UL TUV GS FCC Class B CE WEEE ROHS ENERGY STAR Microsoft Windows 2000 Service Pack 4 32 bit XP Service Pack 2 or 3 32 bit or 64 bit Vista with or without Service Pack 1 32 bit or 64 bit 7 TWAIN WIA ISIS Nuance PaperPort Nuance OmniPage Pro Adobe Reader EMC Captiva QuickScan Kofax Virtual ReScan VRS Maintenance Xerox DocuMate 3640 Parts List Please use the following part names and numbers when ordering replacements for your Xerox DocuMate 3640 scanner Part Name Part Number Paper Input Tray 57 0107 000 57 0109 000 Roller Assembly 57 0114 000 USB Cable 35 0102 000 35 0103 000 US AC Power Cord 35 0104 000 EUR 35 0105 000 UK Power Supply 37 0076 000 DocuMate 3640 99 User s Guide Maintenance 100 DocuMate 3640 User s Guide Appendix Safety Introduction Notices and Safety Please read the following instructions carefully before operating the machine and refer to them as needed to ensure the continued safe operation of your machine Your Xerox product and supplies have been designed and tested to meet strict safety requirements These include safety agency evaluation and certification and compliance with electromagnetic regulations and established environmental standards The safety and environment testing and performance of this product have been verified using Xerox materials only WARNING Unauthorized alterations which may inc
11. if the page is fed through at too great of an angle the image may not straighten correctly In that case re scan the page using the paper guides to feed the paper in straight Scanning Part of an Image To scan part of an image you draw a box around the part you want The scanner then only scans that portion of the image and places it in the scanning application 1 2 3 4 Lift the scanner lid and place an item face down on the scanner glass Close the lid then click Preview in the TWAIN interface The scanner scans and displays an image in the preview window Put the pointer on the image and drag a box around the section of the image that you want to scan A dotted outline shows the selected area in the image The selected scan area This is the image that is saved in the TWAIN application you are using Scan Type Picture Type Color picture v Brightness Contrast 1 Resolution DPI 200 Me Page size Custom Advanced Interface You can now move or resize the outline to select the specific area you want to scan e To move the dotted outline put the pointer in the selected area and drag the mouse e To resize the area put the pointer on a dotted line and drag e If you want to remove the selected area and start over click Remove Click Scan when you re ready to scan the portion of the image Click Done in the TWAIN interface DocuMate 3640 67 User s Guid
12. new eMail message in your default eMail program The email application will default to the email program specified in the internet options of Internet Explorer A folder icon for a button means that the button is set up to archive the scanned item The scanner sends the scanned image directly to a folder without opening the image first in a Destination Application A question mark for a button means your computer does not have the appropriate software or hardware for the initial factory settings In that case you would probably want to change the name and Destination Application to something else If OmniPage or One Touch OmniPage is not installed then the options for sending to word a 8 processing applications such as Microsoft Word will not be available 1S NOTE The default page size in each configuration is based on your computer s Windows setup of United States or Metric Units e If United States is the selected measurement the default page size in each profile will be based on the Imperial standard paper sizes such as 8 5 x 11 e If Metric is the selected measurement the default page size in each profile is based on the ISO 216 standard and the majority of the profiles will default to A4 DocuMate 3640 25 User s Guide Scanning From One Touch Scan using the Scanner buttons Pressing the Simplex or Duplex button scans the item and sends the image to the Destination Application associated with the se
13. the error code number such as 6 The red light flashes the number of times as the error code AN aV In all cases you should turn off your scanner and check your scanner setup Open the scanner and make sure your input tray is fully seated in the scanner casing make sure your ADF pad is securely snapped in place verify the connections to the PC and wall Error Code Problem Description Solution Scanner is not connected to A cable may be loose Check that the scanner s cables are the computer The LED does correctly attached to the computer If the scanner still does not flash E and the status not connect re boot the computer light remains red 1 or6 The scanner does not recog This usually occurs after a paper jam Turn the scanner off nize that the scanning head is then back on again If the problem persists turn off the in the correct position to start scanner re start the computer then turn the scanner on scanning 2 or 3 The scanner lamp is either In the One Touch hardware properties turn the scanner turned off or the lamp has not lamp on If the lamp is already on turn the lamp off then warmed up enough to initiate on again If the problem persists and your scanner s power scanning is plugged into a surge protector or UPS battery backup try plugging the scanner power directly into a wall outlet 4 Paper jam Open the ADF cover and remove the jammed page See Clearing Paper Ja
14. E E E A 76 Creating a New Advanced Interface Profile ccc ccc ccc cc eee nonren 76 Scanning from WIA Fine Tuning FOUN SCONG 2 cscessecreceeass cece ensue decdsadedegannens sceherns eee secese 79 Scanning from ISIS Maintenance Clearing Paper JGMS 4 1 0 2s 0niadonndakebanew asada oe 4 awake deadaeaiaeaehn eee eaeasioe4 84 Cleaning the Automatic Document Feeder 0 ccc cece cence eee e ne nnes 85 Cleaning the Scanner Glass 0 0 ccc cece cece e eee e eee e eee n eee reren 87 Replacing the ADF Pad Assembly 0c ccc cece ee cee eroon ee eee eee ee nenees 88 Replacing the Roller Assembly 0 0 ccc ccc cece eee e eee eee n teen anne ee resno 89 THOUDIGSNOOUING 5 4 6 E ete eed osaan eer bon enee onan heneseaeenee neneseecuessecsess 93 Error Light Troubleshooting Codes 0 0 ccc cece eee e nee e ee eneo 95 Uninstalling Your Scanner 0 ce cen eee rero e teen eee eee neenes 97 Xerox DocuMate 3640 Scanner Specifications 0 ccc ccc eee eee eens 98 Xerox DocuMate 3640 Parts List 0 ccc cnn eee ence nen eee eeee 99 Appendix sees Hit OGUCTION N a wae eked eek etek etek ods we sewer er T 101 CC en eet ee ee ee ee ee eee 102 Operational Safety Information 0 ccc cece eee eee n eee n eee eeno 103 Electrical IMPONMONION 5 ccin wee mnt an ax od Koa de ieee deta e eae eee ee aes wee Bere sos 104 Emergency POWEr OM lt 2 ei 5inde indy inde esio On UO
15. EC as amended Approxi mation of the laws of the member states related to electromagnetic compatibility A full declaration of conformity defining the relevant directives and referenced standards can be obtained from your Visioneer UK Limited representative or by contacting Environment Heath and Safety Visioneer UK Ltd PO Box 3000 Guildford GU1 2ZR England email compliance visioneer europe com 108 DocuMate 3640 User s Guide Appendix Compliance Information Product Recycling amp Disposal USA amp Canada If you are managing the disposal of your Xerox product please note that the product contains lamp s with mercury and may contain lead Perchlorate and other materials whose disposal may be regulated due to environmental considerations The presence of these materials is fully consistent with global regulations applicable at the time that the product was placed on the market For recycling and disposal information contact your local authorities In the United States you may also refer to the Electronic Industries Alliance web site http www eiae org Perchlorate Material This product may contain one or more Perchlorate containing devices such as batteries Special handling may apply please see http www dtsc ca gov hazardouswaste perchlorate European Union RoHS and WEEE Compliance This product is compliant with RoHS Regulations of the European Parliament and Council Directive on the Restricti
16. Event Forwarding STI 0 ccc ccc cece cence een nonen 54 Creating an HTML Web Page from Your Scanned Documents eee eee eee 55 Transferring Scanned Documents to Storage ccc cence cece eee rre 56 DocuMate 3640 li User s Guide Scanning to Multiple Archive Folders 0 ccc ccc cece e een eee e en enees 57 Checking the Hardware and Setting the Lamp Power Saving 20 cece eee e eens 61 Scanning from TWAIN Accessing the TWAIN Intenrdce lt t tatuieteseteteveyeustes evenedecseswenaueesew veueteqes 64 The Two TWAIN Interface Options 0 ccc cece eee eee eee e een eeeees 65 Scanning from the Basic Interface ccc cece nee nee UNEASE PARA 66 Scanmind Part OFAR fMdge 2cecetetetecetetehetete cess toeecucaseeeeaueceeeessueeess 67 Scanning from the TWAIN Advanced Interface 0 ccc ccc cece cence eens 68 Adjusting the Image with the Advanced Interface 0 ccc ccc cece cece eee 70 AGIUSUING Ine RESOIMLION 2 1 42024 440ceeeeuenevesnces arene eywseeeseueeees eres eueuss 71 Adjusting the Brightness and Contrast 0 ccc ccc ccc cence ene n eens 72 Adjusting Gamma Saturation and Color Hue ec cc eect e ees 73 AGIUSCING INDOLE searen rar eR ane cegeensesaqaestacedesavecss 74 Manually set the image size 0 6 ccc cece cence nent nen eeneeee 75 THE RUC UMILS sfccnesenomecerec AARE ERARE EA EAPO PENERE Gs 75 TES OGOX cerrar ere
17. Gas Seb tessectacesersseteneecbecceun 105 Maintenance Information 00 ccc cee ene e ene e nee a ESE 106 Product Safety Certification secsec ote eek OEE SENEE EAEN 107 DocuMate 3640 User s Guide Regulatory Information 2 503s6 lt 45s iessedes oe hace ausyes ges vb 5s EIE baNieeuosercann 108 Compliance INfOMMGtion lt 5 lt udin42454545404546554 060S GEISER AER EA TETAS EER RGR 109 WEDAL oo i ee ee 111 EH amp S Contact Information 0 0 cc cece eee e eee n eens ennnees 114 Index DocuMate 3640 iv User s Guide DocuMate 3640 User s Guide Welcome Congratulations on purchasing your Xerox DocuMate 3640 With this scanner you can quickly scan stacks of single sided or double sided pages and place their electronic images on your computer Before You Begin Before starting the software installation please check the contents of the box to make sure that all parts are included If any items are missing or damaged contact the dealer where you purchased the scanner Xerox DocuMate 3640 Scanner Power Cable Replacement ADF Pad Input Tray USB Cable Power Supply Installation Disc Quick Install Guide Technical Support Card DocuMate 3640 vi User s Guide Welcome Documentation The following documentation is provided with your scanner vii Quick Install Guide Abbreviated installation instructions Scanner User s Guide On the Installation Disc contains detaile
18. HTML format Microsoft Internet Explorer then opens showing your converted page 7 Choose Save As from the Internet Explorer File menu give the page a name and save it in the location you use for your web page files 8 You can now use Microsoft Internet Explorer or other application to post the document to your web page as you would any other HTML page DocuMate 3640 55 User s Guide Scanning From One Touch Transferring Scanned Documents to Storage With Transfer to Storage scanning you can scan documents and save them in a folder in one step The process is ideal for archiving documents without having to manually save or process them If you choose a text format for the file format the images are automatically converted by the OCR process into editable text and numbers before being saved To transfer documents to storage 1 Open the One Touch properties window 2 Select Transfer to Storage as the Destination Application Multi Function Options a Select format E Archive Select destination W l H Transfer to Storage BMP TIFF JPG PDF Create sinale image files Bum to CD ROM E Select configuration rT Quality US Legal Duplex Sharepoint Quality US Letter E Quality A4 Document Duplex Quality A4 Document Wj Configure Before Scan E Quality US Letter Duplex Quality US Legal eeckc amp Refresh Properties New Copy Edit Delete
19. ISIS 82 DocuMate 3640 User s Guide Maintenance This section contains information about maintenance troubleshooting uninstalling scanner specifications and spare parts Safety Precautions When servicing the scanner you should take the following precautions to ensure your safety and prevent damage to the scanner Do These e Move the scanner to an area that has adequate room for opening the scanner There should be at least 18 inches of space on each side and above the scanner Always have a least two people move the scanner lifting the scanner up from underneath Lifting the scanner from any other area could cause personal injury and damage the scanner e Always place the scanner on a solid support surface that has adequate strength to support the weight of the scanner e Wear an anti static strap to prevent electrostatic discharge when touching metal components e Always read the instructions in each section carefully the instructions are specific to the part you are installing or servicing e Keep all scanner parts and accessories out of the reach of children Do Not Do These e Never attempt installation of any part not described in this manual e Never service the scanner near a radiator or any other heat source e Never use aerosol sprays or compressed air or attempt to lubricate parts with an oil or silicon spray e Never service the scanner in an area where there are open liquid containers e Never pour or sp
20. Microsoft s Paint application uses the interface described in this section Other applications may access the advanced WIA interface available with Windows Vista and 7 Please refer to the Windows help for instructions on using WIA 78 DocuMate 3640 User s Guide Scanning from WIA Fine Tuning Your Scans You can select new settings before you scan an item to fine tune exactly how you want to scan it What do you want to scan Paper source Document Feeder z Select an option below for the type of picture you want to scan Color picture cI Grayscale picture Black and white picture or text Custom Settings You can also Adjust the quality of the scanned picture Page size Legal 8 5x 14 inches 216 x 356 x Preview Scan Cancel 1 On the scan window click Adjust the quality of the scanned picture Advanced Properties Appearance Brightness 1 Contrast Resolution DPI Picture type zo 2 Select the options for scanning Brightness and Contrast Drag the sliders to the right or left to adjust the brightness and contrast of the scanned image Resolution DPI Click the up or down arrow to scroll through the dots per inch dpi of the resolution Higher dpi settings take longer to scan and produce larger files for the scanned images Picture type Click the menu arrow and choose the most appropriate type for the item you re scanning 3 Click
21. Microsoft Windows Image Acquisition WIA driver is always installed regardless of your selection in this window and you can scan using the WIA interface from scanning applications that access this driver 6 A window opens with image quality samples asking you to select an image for your Color Space setting Select the option that looks best to you and click Next Select Color Space and Confirm Installation Please select the image that you like best after that click Nest to continue with the install like this one best like this one best like this one best 7 STOP when you see the Complete the installation by connecting your hardware window Do NOT click OK yet Leave the window open and proceed to the next section Locate the lock on the bottom or the side of the scanner and slide the lock to the unlocked position 1 Connect the AC Adaptor to the scanner 2 and an outlet 3 Connect the USB cable to the scanner 4 and your computer 5 Finally turn the scanner on 6 Plug and Play will finish installing the scanner Please consult your Quick Install Guide or User s Guide for more details m 8 DocuMate 3640 User s Guide Installation NOTE If you do not see this on screen diagram for connecting the scanner stop and follow the instructions below Connect the Scanner 1 Plug the power supply into the power port on the scanner NOTE Only use the power supply HEG42 240200 7L
22. also want to group them by date you can choose the week and month options DocuMate 3640 User s Guide Scanning From One Touch Setting Destination Application Properties The different types of Destination Applications have various properties that you can select 1 On the One Touch Properties window click a Destination Application 2 Click the Properties button Click a Destination Application Click the Properties button A One Touch 4 0 Link Properties dialog box opens for the type of Destination Application you Multi Function Options T Hanga b ScanSoft PaperPort BMP TIFF JPG PDF SENEN EEES eate single image files T Microsoft WORD Select configuration ES eae ee EE IPE g Guality Color Document d Microsoft WordPad a F Color Photo for eMail 6x4 Quality US Letter US Letter Acrobat Reader 8 0 US Legal a 44 Document Transfer to Storage 4 Duality Business Card f Refresh Properties Copy Edit Delete New Ok Cancel gt TE Notepad cSeccc 4 selected and the available options are for that type of application Text Documents Properties These properties apply to Microsoft Word Microsoft Excel and the other applications indicated by their icons in the list The properties apply to the Optical Character Recognition OCR settings for the applications Text Documents 3 The Applications in this gr
23. delivered with the timer for switching to Power Save Mode from the last copy print out set at 15 minutes A more detailed description of this feature can be found in the Machine Setup Section of this guide 110 DocuMate 3640 User s Guide Appendix Illegal Copies USA Congress by statute has forbidden the reproduction of the following subjects under certain circumstances Penalties of fine or imprisonment may be imposed on those guilty of making such reproductions 1 Obligations or Securities of the United States Government such as Certificates of Indebtedness National Bank Currency Coupons from Bonds Federal Reserve Bank Notes Silver Certificates Gold Certificates United States Bonds Treasury Notes Federal Reserve Notes Fractional Notes Certificates of Deposit Paper Money Bonds and Obligations of certain agencies of the government such as FHA etc Bonds U S Savings Bonds may be photographed only for publicity purposes in connection with the campaign for the sale of such bonds Internal Revenue Stamps If it is necessary to reproduce a legal document on which there is a canceled revenue stamp this may be done provided the reproduction of the document is performed for lawful purposes Postage Stamps canceled or uncanceled For philatelic purposes Postage Stamps may be photographed provided the reproduction is in black and white and is less than 75 or more than 150 of the linear dimensions of the origina
24. dpi e Text Document for OCR forms letters memos or spreadsheets 300 dpi e Magazine Page with graphics line art or color photographs 200 dpi Advanced The resolution panel also includes an advanced setting for Moir patterns Moir patterns are wavy rippled lines that sometimes appear on the scanned images of photographs or illustrations particularly newspaper and magazine illustrations To scan the image and limit or eliminate moir patterns select the Reduce Moir option This option is not available for high resolution settings DocuMate 3640 71 User s Guide Scanning from TWAIN Adjusting the Brightness and Contrast Increasing the Brightness level makes the image lighter and decreasing the brightness level makes the image darker Increasing the Contrast emphasizes the difference between the lighter and darker regions in an image Decreasing the contrast de emphasizes the difference between the lighter and darker regions Contrast is used in conjunction with Brightness Contrast settings are only available for Color and Grayscale configurations Adjust Appearance Brightness 1 X Contrast 0 To adjust the brightness and contrast e Move the Brightness slider to the left to make the item darker or to the right to make the item lighter e Move the Contrast slider to the left to decrease the contrast or to the right to increase the contrast e You can also type a number directly into the brightn
25. from Black amp White to Color then restart the scanning without losing the pages already scanned Selecting Document and File Format Options The format option you select determines the file format of the scanned document Appropriate format options and file types are available for the type of Destination Application selected for the button The available options are for images and text merr l Text Formats W A gt ES TEXT is only i d FA one of several BRP JPG FOF text formats TE T available TIFF Image Formats The Text Formats are for text file types The names of the formats indicate their file types See Text Formats on page 43 for details SA SA SA SA SA SA DOC CSW HTML nPDOF sPDF RTF TEAT LS iy A Create Single Image Files The TIFF and PDF formats support multiple page documents If you are scanning as a TIFF or PDF file and want one file created for each image scanned select Create single image files Note that this option is automatically selected and disabled if you have selected a format that only supports single pages such as BMP or JPG Select format ie fa m s F EMF TIFF JPG PDF POF L Create single image files 42 DocuMate 3640 User s Guide Scanning From One Touch Image Formats Select an image file format for photos artwork or other documents that you want to save as images BMP and TIFF are standard image file formats generally used if you
26. gigabyte GB of internal memory RAM 350 MB minimum of free hard disk space A VGA or SVGA Monitor The recommended settings for your monitor are Color quality of 16 bit or 32 bit Resolution set to at least 800 x 600 pixels Refer to your Windows documentation for instructions on setting the color quality and resolution for the monitor DocuMate 3640 viii User s Guide Welcome The Xerox DocuMate 3640 Scanner UU UU YUU UU E110 2 Q Input Tray Paper Guides ADF Cover Scanner Lock Control Output Tray Release Panel Paper Stop Power Switch Power Jack USB Port ADF Cable ix DocuMate 3640 User s Guide Welcome Input Tray Holds the documents in the Automatic Document Feeder ADF for scanning Paper guides Adjust to support various document widths ADF Cover Release Lift to open the Automatic Document Feeder ADF Scanner lock Locks the scanner s scan head in place to protect it Push the lock tab down to unlock the lock The scanner must be unlocked to scan Always lock the scanner before moving it Control panel One Touch scanning controls LED Number Shows the current scan setting for the Scan button Function button Selects the scan setting for the One Touch buttons Press to cycle through the settings Simplex button Press to scan single sided documents Duplex button Press to scan double sided documents Status light Shows the scanner s status Refer to the Troubleshoot
27. loose or not plugged in securely Inspect all cable connections Make sure all the cables are plugged in securely e Is the scanner s status light on Turn on the scanner s power If the status light doesn t come on plug the power supply into another electrical outlet e Did you restart the computer after installing the software If you didn t restart the computer it may not have loaded all of the software files Try restarting your computer e Did you plug the scanner into a USB hub Try plugging the scanner directly into a USB port on the computer e Did you select another TWAIN source for acquiring images If you use multiple TWAIN devices with your computer you may have selected another source for images Make sure TWAIN Xerox DocuMate 3640 is selected as your scanner Problem The installation will not complete successfully A likely cause is that some driver programs are already installed on your computer for another scanner They are interfering with the installation and One Touch options and you need to remove those other drivers and re install your Xerox DocuMate 3640 scanner Please see the documentation that you received with the other scanner for the steps to remove its driver programs After uninstalling the other scanner s driver programs uninstall One Touch 4 0 using the steps on page 97 then reinstall it using the steps on page 5 Problem My computer keeps giving me out of hard drive space error messages The
28. made by HiTron included with your scanner Connecting any other type of power supply may damage your scanner and will void its warranty 2 Plug the power cord into the power supply and into a wall outlet 3 Remove any tape from the USB cable 4 Plug the flat end of the USB cable into an available USB port on the back of the computer DocuMate 3640 9 User s Guide Installation 5 Plug the square end of the USB cable into the output USB port on the back of the scanner If the plug does not attach easily make sure that you are plugging it in correctly Do not force the plug into either connection 6 Turn on the power switch located on the back of the scanner to the left of the power port The status light comes on and flashes indicating that the scanner is receiving power Your computer recognizes that a scanner has been plugged into the USB port and automatically loads the appropriate software to run the scanner If your computer is running Windows XP or Windows Vista you will see a message similar to the one below Xerox DocuMate x SW Device driver software installed successfully 10 DocuMate 3640 User s Guide Installation 7 When you re certain that the software has completely loaded return to the Complete the installation by connecting your hardware window Locate the lock on the bottom or the side of the scanner and slide the lock to the unlocked position 1 Connect the AC Ada
29. minimum requirement of 350MB free hard drive space is for the installation of the software and basic low resolution scanning High resolution scans result in files that can be over 1 gigabyte in size Free up some space on your hard drive for the software to be able to save the scanned images Problem With AutoCrop to Original selected sometimes I get blank pages or pages with lines The pages were probably scanned in crooked or skewed To use AutoCrop to Original the pages must be scanned in straight Adjust the paper guides on the scanner so pages feed in straight Problem If the USB cable is disconnected during a scan the scanner does not reconnect when the USB cable is plugged back in Unplug the power cable from the scanner and then plug it back in DocuMate 3640 93 User s Guide Maintenance If the scanner does not reconnect 1 Turn off the scanner 2 Unplug the power cable from the scanner 3 Restart your computer 4 After the restart is complete plug the power cable back in and turn the scanner back on Problem The paper jams the ADF How can I keep the paper from jamming so often To reduce the number of paper jams smooth and straighten the paper before scanning and adjust the guides to the paper width Paper fed into the ADF at an angle can cause the feed mechanism to jam If paper jams are occurring more frequently try cleaning the roller and ADF pad with a soft cloth dampened with Isopropyl rubbing al
30. of the One Touch Button Panel The One Touch panel is your on screen set of controls for the scanner From the panel you can access the hardware settings for your scanner and configure the Scan button Click on the One Touch icon to open the panel The Button View O gt Xerox DocuMate 3640 E gt E fe as Sy S Scan POF Print eMail Fax 2 The Detail View The Hardware View O amp gt Xerox DocuMate 3640 E O gt Xerox DocuMate 3640 ce US Letter Duplex PDF iii Mode Black amp White 200 dpi Duplex Page 8 50 x 11 00 Scan Settings Brightness 50 DM 3640 The Title Bar e Green arrows click to cycle through the panel s 3 views e Scanner icon click to open the scanner s hardware properties e Red X click to close the One Touch panel The Button View e Left click on a Destination Application icon to start scanning e Right click on a Destination Application icon to open the One Touch Properties The Detail View e Left click on a Destination Application icon to start scanning e Right click on a Destination Application icon to open the One Touch Properties e Single click on the detailed information to open the One Touch Properties The Hardware View e Left click on the scanner icon to return to the Button view e Right click on the scanner icon to open the scanner s hardware properties 28 DocuMate 3640 User s Guide Scanning From One Touch Configuring th
31. reflected from the image It is color in the purest state without black or white Adjusting the color hue changes the colors without affecting the darkness or lightness of the colors Click Reset to return the settings to their original numbers The Saturation and Color Hue options do not apply to Grayscale scanning and are disabled when the Grayscale scanning option is selected These options do not apply to Black amp White scanning and are disabled when the Black amp White scanning option is selected DocuMate 3640 73 User s Guide Scanning from TWAIN Adjusting Input Size You can select one of the pre defined input page size options in the list or manually set the page size by clicking and dragging a scan area in the preview window The following figure shows the input size options t i Adjust Input Size Input Image Size t P a 3 5 2 0 Business Cart 5 0x3 5 Photo Card 6 0x4 0 Photo Card 7 0x5 0 Photo Card 8 0x10 0 Photo 8 3xil 7 A4 U AutoCrop E Straighten W Double Feed Detection Action Abort eor Frompt Paper Handling Options in the Advanced Interface e AutoCrop Select this option to let the scanner automatically determine the size of the item being scanned For example if you scan a 5 x 7 photo the scanner will determine the size of the photo For single sided scans the scan area is the size of the image For double sided scans the scan area is the size of the larger of
32. scanner v C Always use this program for this action 6 Select the application you want in the box and click OK Now the application you selected opens and you can continue scanning using the application s interface 54 DocuMate 3640 User s Guide Scanning From One Touch Creating an HTML Web Page from Your Scanned Documents You can convert scanned pages to HTML format for posting directly to your web site To scan and create an HTML web page 1 Open the One Touch Properties window 2 Select Microsoft Explorer as the Destination Application 3 Choose HTML as the Format Multi Function Options pg Custom BESE EE Select destination H i Choose HTML Microsoft Excel z BMP TIFF JPG PDF Microsoft Explorer Select configuration Color Photo for eMail 6x4 wz Microsoft WORD Quality US Letter l W US Letter Duplex 1 Microsoft WordPad i E US Legal Duplex 7 Notepad 44 Document Duplex Quality 44 Document Duplex Acrobat Reader 8 0 Quality 44 Document Refresh Properties New Copy Edit Delete 0K Cancel 4 Choose a Scan Configuration that has the settings for the image on the HTML page Click OK 6 Start scanning using the button you selected for scanning with the HTML format When scanning is finished the document is first converted to editable text using the OCR process then is converted into an
33. starts scanning and sends the image to the application with the file format and scanning configuration you specified NOTE The next section contains detailed information on making changes to the One Touch Properties window DocuMate 3640 29 User s Guide Scanning From One Touch Selecting New Settings Click the Options tab to select options Select the Destination Application that will open when you are finished scanning You use the destination application to view and work with your scanned images Multi Function J PDF Select destination Transfer to Storage Ce Bum to CD ROM E vs Sharepoint p Select format w e E TIFF JPG Create single image files Select configuration Quality US Legal Duplex Quality US Letter Quality 44 Document Duplex Quality A4 Document W Configure Before Scan Quality US Letter Duplex E Quality US Legal a a a a a a a The settings on the One Touch Properties window are Select a file format for your scanned images Select a configuration for scanning the item LED Number Click the up or down arrow to cycle through the 99 One Touch buttons Select Destination The list of Destination Applications that One Touch can send a scanned image to so that this application opens immediately after scanning is complete Select the application you want One Touch to send the scanned image to 2 Microsoft WORD Microsoft W
34. such as America Online AOL you need to know which folder contains the scanned documents so you can manually attach them to your email messages eMail The Applications in this group allow you to send documents as attachments to an email recipient Some eMail cients like Hotmail America Online and MSN Explorer do not allow attachment of selected documents directly You can specify the folder for the attachments below Folder for storing attachments C Users Documents Mail Attachments Browse Folder for storing attachments for AOL Not installed Internet Options E Color document handling E Convert Bitmap using Screen Resolution L Convert Bitmap to JPEG 1 Click the Browse button for Folder for storing attachments and choose a folder for your email attachments 2 If you are using AOL on your computer and the folder name for AOL is incorrect click the Browse button and find the correct AOL folder Please contact AOL for more information about the folder location in which AOL stores attachments 3 If you need to change your email client or any other internet options click the Internet Options button The Windows Internet Options Control Panel opens Click the Programs tab and choose a new email client from the Email list These are the standard Windows Internet options Please see your Windows documentation for more informatio
35. the Text format when the selected application is Transfer to Storage a A nPE Simple Text Simple Text Rich Text Format Rich Text Format Word Document Word Document a Comma Delimited VINIMIZE SIZE N Excel Spreadsheet yorma eee HTML Document Maximize Quality Searchable PDF Use MRC Normal PDF OCR options Minimize Size w Normal Maximize Quality Use MRC OCR options 3 Choose the file type that you want for the text format Simple Text The txt file format Text with no formatting used by the standard Microsoft x Notepad application TEST Rich Text Format The rtf file format Text that retains formatting when converted a Available with Microsoft WordPad and Word RTF 44 DocuMate 3640 User s Guide Scanning From One Touch Word Document The doc file format used by Microsoft Word tm Oo D Comma Delimited The csv file format used for database or spreadsheet data with fields when the document is converted into editable text the fields are maintained D uw W Excel Spreadsheet The xls file format used by Microsoft Excel HTML Document The htm file format used to create web pages Searchable PDF The pdf file format used by Adobe Acrobat This format converts scanned text into PDF with an invisible text layer for searching Leal o m nN Normal PDF The pdf file format used by Adobe Acrobat This format converts scanned 5 text into a PDF with the text read
36. want to do additional image processing such as photo touch up or color correction Both of those file formats tend to be larger than the JPG format Because JPG image files can be reduced in size the JPG format is often used for images on web pages or if file size might be a problem when electronically sending the files JPG files are reduced in size by lowering their image quality and you can select the degree of quality for your scanned images from the JPG file format icon The PDF format is often used to create images of text pages You may want to select PDF as the format when scanning text pages that do not require OCR processing or other processing The PDF format is also used to put multi page documents on web sites as pdf readable files As with the JPG option the PDF format can be reduced in size or quality To select a JPEG or PDF file size 1 Select JPG or PDF as the page format 2 Right click on the JPG or PDF icon A menu opens 5 fa y E E t BMF TIFF JPF DOE om a i Minimize Size Normal Maximize Quality 3 Choose the file size image quality option for your scanned images Minimize Size Smallest file size lowest image quality Normal Medium file size some loss of image quality Maximize Quality Largest file size no loss of image quality Your selection pertains only to the button currently selected on the One Touch Properties window Other buttons that have JPG or PDF selected as the P
37. watermark over black text red filtered out id avanti Rake mig RR ine died a ABC ire disvitutes md aiiis ae ean ite cgi iat ng a bicagh CEMBOLM snd dutriaytze As of June 155 1 ro ower 21 wel oained Asef June 1393 ABG vat empioys sme HI we irane fikikHare Lie ber kl Parki ailes HE pes piitini a Ta beter ae Iii ABC hid sttigagd an To bathe pera ie pte ne ALS hap apegned an bitie min pet is uooMe nis aari mora ger loreeehe be OGKLOCM puma ners Thad cour ara yer sih en re ag ere ee eb fer oe Eh i 3 T cea Panada hi alam meng h khien mi ila gt naa na Airani fhe subtbending rues is datas mewlectureg i dialog wnt aed a att ud ot eal h amter oon lamar and aaoure the d u sof each bias pre de i pe LEa 1 il ith py ir A pes adit propor rmantond Ou galie ii ond eric i amelin t yEpmErtHi rican an beka omy plebe crohns gotiety pcr e Double Feed Detection Selecting this option turns on the scanner hardware feature that detects when multiple pages feed through the scanner at one time Abort scanning stops and all pages scanned in this batch up to this point will be deleted Prompt you will be prompted to remove the pages in the ADF restack the remaining pages and continue scanning All pages scanned before and after the double page feed are saved If you are finished making changes to the configuration click on OK to save the settings and close the window DocuMate 3640 35 User s Guide Scanning From One Touch
38. you already have a scanner connected to your computer it is recommended that you remove that scanner s driver program prior to installing your Xerox scanner You can remove these programs from the Windows Control Panel Please refer to the user manual provided with your other scanner hardware for instructions about removing the driver and software for that unit e If your computer is running Windows Vista you may see the Vista User Account Control screen asking you to confirm system changes Click the Continue button to allow the installation to proceed DocuMate 3640 1 User s Guide Installation Step 1 Assemble the Scanner 1 Remove the scanner from its protective foam and plastic bag 2 Remove any shipping tape from the scanner input tray and output tray 2 DocuMate 3640 User s Guide Installation 4 Open the ADF cover and carefully remove any foam particles that may have gotten inside it Close the scanner cover 5 Swing the input tray up until it snaps into place jae itn 3 i a a A i oa mg i k i i y ks k S T Li 6 Plug the ADF cable into the ADF port on the back of the scanner Make sure the cable is plugged in securely The ADF will not work if the cable is loose or not plugged in DocuMate 3640 3 User s Guide Installation 7 Push the locking tab down to the unlocked position NOTE The locking tab protects the scanner s scan head by holding it securely in pos
39. M icr Os oft wW m rd P 3 d B M R if F F J P G P D F P D eate singie image nes gt Notepad Select configuration E US Legal Acrobat Reader 8 0 WH Configure Before Scan P Color Magazine h Transfer to Storage d i Quality US Letter Duplex Bum to CD ROM E h Quality US Legal lo Storage for Business Receipts F Storage for Personal Receipts Y Microsoft Paint E Storage for Personal Receipts ba aa Refresh Properties New Copy Edit Delete Refresh Properties New Copy Edit Delete Ok Cancel Apy Ok Cancel Apy Scan to multiple storage folders 1 Insert the document you want to scan to storage 2 Press the Function button on the scanner to get to one of the buttons set up for scanning to storage 3 Press the Simplex or Duplex button to scan the documents 4 When scanning is finished insert the next document and press the Function button to get to the next button you have set up for scanning 5 Press the Simplex or Duplex button to scan the documents When scanning is finished the documents are stored in the two separate folders 60 DocuMate 3640 User s Guide Scanning From One Touch Checking the Hardware and Setting the Lamp Power Saving 1 Right click on the One Touch icon and choose Show Hardware from the pop up menu Show Hardware
40. New Scan Configuration The scan configurations are where you select the scanning resolution brightness mode color black amp white or grayscale and a number of other settings Multi Function z Select format mer w a e Select destination sad l PEF Transfer to Storage EMP TIFF JPG HEA Create single image files Bum to CD ROM E icine deine Quality US Legal Duplex Sharepoint E Quality US Letter Quality 44 Document Duplex Quality 44 Document W Configure Before Scan Quality US Letter Duplex E Quality US Legal To create a new configuration 1 Scroll through the applications in the Select Destination list and click the application you want for the new scan configuration 2 Click the New button If you want to start from the settings of another configuration select the configuration then click the Copy button The Scan Configuration Properties dialog box opens 32 DocuMate 3640 User s Guide The Scan Settings Tab 1 On the Scan Configuration Properties dialog box type a name Type a new name for the configuration Select the scan mode and drag the slider to set the resolution Drag the sliders to set the Brightness and Contrast Scan Settings Page Settings Advanced Settings Color Document Mode Resolution BlackaWhite 50 Grayscale 200 dpi af Color Brightness Contrast
41. OK The Custom Settings button is now set to scan with the options you selected DocuMate 3640 79 User s Guide Scanning from WIA 80 DocuMate 3640 User s Guide Scanning from ISIS You can use the ISIS interface from QuickScan or any other application that will access the ISIS driver You received QuickScan with your scanner Note that the ISIS interface for each application varies depending on the application Please refer to that software application s User Guide for instructions on scanning the ISIS interface The QuickScan User s Guide is available on the installation disc that you received with the scanner Accessing the ISIS Interface in QuickScan Open the QuickScan software to access the ISIS driver scanning options Please note that you may see the following warning message A diver installed on this system CO AWIN DOW S SPST RAN SEFsScan PSM has not been certified by Figel Translations It may work or it may cause probleme including Application Errors Click Continue to attempt to use this driver Do not show this dialog for this driver again 1 Please disregard the message and click Continue The ISIS drivers were installed correctly during the installation of your scanner The Scanner Selection dialog box will then appear 2 Select Xerox DocuMate 3640 from the list of scanners and click OK Your scanner is then ready to work with the ISIS driver DocuMate 3640 81 User s Guide Scanning from
42. One Touch 4 0 September 2009 xe OX 05 0791 000 DocuMate 3040 User s Guide Design 2009 Xerox Corporation All rights reserved Xerox and the sphere of connectivity design are trademarks of Xerox Corporation in the United States and or other countries Content 2009 Visioneer Inc All rights reserved The Visioneer brand name and logo are registered trademarks of Visioneer Inc Copyright protection claimed includes all forms of matters of copyrightable materials and information now allowed by statutory or judicial law or hereinafter granted including without limitation material generated from the software programs which are displayed on the screen such as styles templates icons screen displays looks etc Reproduction adaptation or translation without prior written permission is prohibited except as allowed under the copyright laws The PaperPort and OmniPage brand name and logo are registered trademarks of Nuance Communications Inc QuickScan is a trademark and ISIS is a registered trademark of EMC Corporation Kofax and Virtual ReScan are registered trademarks and VRS is a trademark of Kofax Image Products Inc Adobe Adobe Acrobat Adobe Reader and the Adobe PDF logo are registered trademarks of Adobe Systems Incorporated in the United States and or other countries The Adobe PDF logo will appear in this product s software and full access to Adobe software features is only available
43. TWAIN e Basic Interface Use the Basic Interface if you don t need to make many adjustments to the image before scanning You can adjust brightness contrast resolution page size and picture type See Scanning from the Basic Interface on page 66 e Advanced Interface The Advanced Interface includes all the settings of the Basic Interface plus a wide range of more advanced settings such as color saturation gamma and hue See Scanning from the TWAIN Advanced Interface on page 68 Page size A3 11 69 x 16 5 inches 297 x 420 mr Advanced Interface The Basic Interface has the settings for scanning typical documents Auto Document Feeder Simplex y EE Color Configurations gj Custom H 8 Resolution 600 DPI 3 Brightness 0 Contrast 0 6 Saturation 0 Color Hue 0 Degrees iQ scan Size H g Color Better Quality E Grayscale Configurations EO Black amp White Configurations Image Size 127 MByte 74 56 9 GByte The Advanced Interface has all the scan settings of the Basic Interface plus a range of additional settings for more advanced image adjustment The first time you open the TWAIN interface the Basic interface will be displayed To switch between the Basic and Advanced Interfaces click the Basic Interface or Advanced Interface button DocuMate 3640 65 User s Guide Scanning fro
44. age Format are not affected so you can set the JPG or PDF file size image quality independently for each button 4 Click OK or Apply on the One Touch Properties window Text Formats Selecting the text format option also selects OCR processing as an automatic step for scanning Therefore when you scan a document with the text format selected the text portions of the document are automatically converted to editable text DocuMate 3640 43 User s Guide Scanning From One Touch Select a text format for documents with text or numbers such as a business letter report or spreadsheet The text format icon has several file formats available depending on the Destination Application you select The specific file format is the file name extension on the text format icon DOL The specific text format this example is for Microsoft Word As you select Destination Applications that are text applications the text format icon changes to match the file type of the application In some cases the Destination Application supports several file types and you can right click on the icon to choose the particular file type for that application To select a file type for the text format 1 Select the Destination Application 2 Right click on the text format icon The menu options depend on the type of Destination Application you select Example menu for the Text format when the selected application is Microsoft s Word Example menu for
45. al power company for advice 2 WARNING This equipment must be connected to a protective earth circuit This equipment is supplied with a plug that has a protective earth pin This plug will only fit into an earthed electrical outlet This is a safety feature If you are unable to insert the plug into the outlet contact your electrician to replace the outlet 3 Always connect equipment to a correctly grounded power outlet If in doubt have the outlet checked by a qualified electrician Disconnect Device The power cable is the disconnect device for this equipment It is attached to the back of the machine as a plug in device To remove all electrical power from the equipment disconnect the power cable from the electrical outlet 104 DocuMate 3640 User s Guide Appendix Emergency Power Oft If any of the following conditions occur turn off the machine immediately and disconnect the power cable s from the electrical outlet s Contact an authorized Xerox Service Representative to correct the problem The equipment emits unusual odors or makes unusual noises The power cable is damaged or frayed A wall panel circuit breaker fuse or other safety device has been tripped Liquid is spilled into the machine The machine is exposed to water Any part of the machine is damaged DocuMate 3640 105 User s Guide Appendix Maintenance Information 106 Any operator product maintenance procedures will be described in th
46. allation disc The One Touch OmniPage Mini Guide is available on the installation disc Please refer to that mini guide for detailed instructions To scan with OCR 1 Open the One Touch Properties window 2 Select a text editing program in the Select Destination list then select a text file format in the Select Format panel For example if you want to edit your document in Microsoft s Word select that application then choose a file format such as TEXT RTF or DOC Multi Function Options 0g O c R Select format Select destination Microsoft Excel B M k TIFF J PG PDF Ss b te sin mage files Microsoft Explorer Select configuration i Quality US Legal Duplex 2 Microsoft WORD E Quality US Letter Quality 44 Document Duplex Microsoft WordPad s zj Quality 44 Document vs Tenses W Configure Before Scan Quality US Letter Duplex Quality US Legal eee ec ec o Refresh Properties New Copy Edit Ok J Cancel _ Amy 3 Click on OK to save the changes and close the One Touch Properties window 4 Press or click the One Touch button you set to scan with OCR Your scanned pages appear in the Destination Application with the text ready for editing and other text processing 52 DocuMate 3640 User s Guide Scanning From One Touch Scan and Burn to a CD If you have a CD burner attached to your computer you can scan dire
47. ay the progress window of the document s during scanning Use enhanced folder browser Select this option if you want to save your scans to a network location that is not a mapped drive on your computer Instant Delivery Enables image transfer to the destination while scanning is in progress provided that Create Single Image Files is also selected If Create Single Image Files is not selected image transfer occurs after all pages have been scanned Create copies of scanned documents Sometimes the image of a scanned document is only saved as a temporary file until its Destination Application is finished using it In those cases you may want an additional permanent copy saved on your hard drive The copies will be saved in the folder specified in the Folder Copy Options section This option is not available if either Document Management or Storage and CD R W are selected because by default file copies for those types of Destination Applications are already automatically saved in the folder for copies Folder Copy Options This section of the dialog box sets the location for copies of your scanned documents and how you want to group them Click the Browse button and select the folder for saving the copies Select the grouping option for the documents The Group by button option groups the documents under the name of the One Touch button Group by type arranges the scanned documents by the type of file such as rtf or jpg If you
48. cessing the TWAIN interface Below is a brief list of common applications and how to initiate a scan from within that application including some of the applications which may have been provided with your scanner 1 Open a TWAIN compliant scanning application 2 Use the application s command that opens the TWAIN interface PaperPort On the Tool bar click on the Scanner icon to open the Scan Pane on the left side of the PaperPort desktop Select your scanner in the Scan Pane then click on the Scan button in the Scan Pane OmniPage Go to File then Get Page then click on Scan ArcSoft PhotoImpression Click on the Scanner icon from the main menu Corel Paint Shop Pro From the File menu select the Import option to select your scanner model then from the file menu select the Import function and choose TWAIN Acquire Adobe Software Depending on the application you can Create a file then select the scanner as your creation source or Import a Picture and select the scanner as your import from source Microsoft Software Depending on the application you can go to Insert Picture from Scanner or Camera File Scanner or Camera or Insert Picture to Clip Organizer from Scanner or Camera 3 The TWAIN interface opens and you re ready to start scanning 64 DocuMate 3640 User s Guide The Two TWAIN Interface Options When scanning with TWAIN you have two interface options Scanning from
49. ch as Business Receipts 6 Click the Scan Settings Page Settings and Advanced Settings tabs and select the settings you want 7 Click the Storage Options tab Scan Setings Page Setings Storage Options Advanced Stings Select folder and transfer options EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type Storage location C Users Public Documents 8 Click the Browse button 58 DocuMate 3640 User s Guide Scanning From One Touch 9 Select the folder you created for storing the scanned documents Select location for storing documents MS Desktop EE Rholz Vistallt U Public a jE Computer gt H Floppy Disk Drive A 4 amp Local Disk C de Business Receipts gt m Program Files gt di Users U Windows Folder Business Receipts 10 Click OK The selected folder will now be set as the Storage Location such as Business Receipts Select folder and transfer options EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are put in folders by type Storage location C Business Receipts 11 Click OK The new configuration is now listed as a Transfer to Storage configuration 12 Repeat the process to create additional new configurations such as one na
50. cohol Excessive dust on the roller can make it appear worn and will cause issues feeding paper See Cleaning the Scanner on page 84 for cleaning instructions Problem The ADF won t feed pages properly How can I fix it A dirty or worn ADF pad assembly or dirt on the roller can cause documents to feed in skewed at an angle or multiple pages to feed at the same time Try cleaning the roller first See Cleaning the Scanner on page 84 If that doesn t solve the problem the pad assembly may need to be replaced It is user replaceable See Xerox DocuMate 3640 Scanner Parts List on page 98 for the ordering number See Replacing the ADF Pad Assembly on page 87 for the steps to replace the pad Problem The paper jams about halfway through the scan How can I keep this from happening Check the flatbed glass to make sure no items are on it when you scan from the ADF Multiple items placed on the flatbed glass will raise the lid slightly thus preventing the pages feeding through the ADF from touching the glass When that occurs the pages are unable to feed back out of the ADF and the pages can jam Problem The motor runs but doesn t feed the paper How can I fix it Make sure the paper is securely seated in the ADF so the paper rests on the rollers The paper sensor that initiates the rollers to grab the paper may be engaged but the paper may not be fully in the ADF tray so the rollers cannot grab a page to feed it through Proble
51. cting Reduce Moir Patterns will limit or eliminate moir patterns in the scanned image This option is only available at lower resolutions e Straighten Image Select this option to let the scanner automatically determine if a page is skewed then straighten its image If the page is fed through at too great of an angle the image may not straighten correctly In that case re scan the page using the paper guides to feed the paper in straight 34 DocuMate 3640 User s Guide Scanning From One Touch e Invert Image Only available for Black amp White Mode this option reverses the black and whites of an image Original Image Inverted Image ag T e Duplex Scan both sides of the page If this option is not selected the scanner will scan the face up side of the page only The Simplex and Duplex buttons on the scanner take precedence over the One Touch settings In other words if the LED number on the scanner is configured to scan as Duplex but you press the Simplex button the scanner scans in Simplex and vice versa e Color Filter Color filter is the ability of your scanner to automatically remove a color from a scanned image For example if you are scanning a letter with a red watermark you can choose to filter out the red so the scanned letter just shows the text and not the red watermark Color filter applies to Black amp White or Grayscale scanning modes The original with a red The scanned item with the
52. ctly from your scanner onto a CD This feature is available only on computers running Windows XP or Windows Vista To scan and burn to a CD 1 Open the One Touch Properties window 2 Select Burn to CD as the Destination Application Multi Function Options gt ng Cu st om Select format w a g 4 Select destination Microsoft WordPad BMP TIFF JPG PDF e Notepad Select configuration d P Color Photo for eMail 6x4 Acrobat Reader 8 0 Quality US Letter _ E US Letter Duplex Transfer to Storage HH E US Legal Duplex Bur to CD ROM E 44 Document Duplex ne Quality 44 Document Duplex eeccl oo ES i Microsoft Paint Quality A4 Document vr Refresh Properties New Copy Edit Ok Cancel 3 Choose a File Format and a Scan Configuration 4 Click OK Now start scanning using the scanning number you set to scan and burn to a CD The scanner will start scanning When finished the file will be saved to the Windows location for CD files An information bubble will appear in the Windows notification area telling you that there are files waiting to be burned to CD 6 Open the One Touch Properties window select Burn to CD and 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 l
53. d installation scanning configuration and maintenance information Mini Guides On the Installation Disc contains detailed instructions on using the One Touch OmniPage module One Touch VRS module and SharePoint destination link Readme Contains the latest information about your scanner and software installation PaperPort User s Guide On the Installation Disc contains detailed instructions on using the PaperPort software OmniPage User s Guide On the Installation Disc contains detailed feature and configuration information for the OmniPage software QuickScan User s Guide On the Installation Disc contains detailed instructions for using the software Virtual ReScan VRS User s Guide On the Installation Disc contains detailed feature and configuration information for the VRS software Online Help For the scanner configuration TWAIN and WIA interfaces DocuMate 3640 User s Guide Welcome system Requirements IBM compatible Pentium 4 PC or AMD equivalent with A DVD ROM drive An available Universal Serial Bus USB port Microsoft Windows operating system Windows 2000 Service Pack 4 32 bit Windows XP Service Pack 2 32 bit or 64 bit Windows Vista and 32 bit or 64 bit Windows 7 The scanner is compatible with Service Pack 3 for Windows XP and Service Pack 1 for Windows Vista Windows 2000 and XP Minimum of 512 megabytes MB of internal memory RAM Windows Vista and 7 Minimum of 1
54. e Scanning from TWAIN Scanning from the TWAIN Advanced Interface The Advanced Interface has more options for image enhancements and paper handling than the Basic Interface 1 Open the TWAIN Interface 2 If the Basic Interface opens click the Advanced Interface button Auto Document Feeder Simplex 1 EE Color Configurations g Click an icon to select a S ll Custom configuration Color Grey ff e Resolution 600 DPI Scale or Black amp White Clicking os the sign in front of Custom Priem shows Custom s scan settings Click a setting in the list to kaire d change it The setting s options ED Black amp White Configurations appear on the right side of the Advanced Interface where you can make changes if necessary Pet E epee te Ree alse Peet Fie ee feelers Check the Scan Info to make sure your computer has sufficient space for the image Warning icons on this box appear if your computer does not have enough space for the scanned image s file If you don t need all the features of the Advanced Interface click Basic Interface Click Preview to When you are satisfied Click Done to close to return to it view the image with the scan settings the Advanced in the window click Scan Interface 3 From the Scan Type menu choose an option to scan e Scan Reflective Using Scans the document on the Flatbed juin Document F
55. e One Touch Buttons When you installed the scanner the software configured each One Touch button with appropriate settings consisting of a Destination Application a Scan Configuration and a File Format 1 Click on the One Touch icon 2 Right click a button on the One Touch Button Panel 3 The One Touch Properties window opens One Touch Icon Multi Function Options 2 Ge P D F Select format W l H 4 Select destination POF re Transfer to Storage EMP TIFF JPG HH Create single image files x g Sr Ss a Burn to CD ROM E Select configuration Ca 5 04 PM Oo Xerox DocuMate 3640 Ei Scan Frint eMail Fax W Quality US Legal Duplex Sharepoint Quality US Letter Right click on a button for example button E Quality Ad Document Duplex 2 and the Properties window opens for that WR Quality A4 Document button W Configure Before Scan Quality US Letter Duplex E Quality US Legal NOTE Some of the options on the One Touch Properties Window are grayed out and are not available these options are not appropriate for your scanner model Changing a Button setting Click on an application name in the Select Destination list Select a file format in the Select Format panel Select a scanning configuration in the Select Configuration list Click on OK to save the changes Place a page in the scanner Click on the button that you made the changes for oe eS YS a The scanner
56. e TWAIN interface opens right away when pressing the button on your scanner without opening any other TWAIN compliant software first The PaperPort and OmniPage user guides are located on the installation disc you received with the scanner The PaperPort software includes a complete set of help topics that answer questions about each feature of the software To open the Help Topics window press the F1 key on your keyboard or choose PaperPort help from the Help menu DocuMate 3640 63 User s Guide Scanning from TWAIN Accessing the TWAIN Interface Open the TWAIN interface from One Touch If the One Touch configuration you re using to scan is set to Configure Before Scan and the selected option is TWAIN the TWAIN interface opens right away without opening PaperPort first For example the following figure shows the options you would have selected to set up button 1 to open the TWAIN interface Multi Function Options m Select format Gi Scan na i wa e e e Select destination Lao Transfer to Storage BMP TIFF JPG PDF sPDF Create singile mage files Burn to CD ROM E Select configuration US Letter OJ Sharepoint 44 Document P Quality Color Document E US Legal W Configure Before Scan vV TWAIN WIA Refresh Properties New Cop ok Canca Open the TWAIN interface from an application Please refer to your scanning application s user guide for instructions on ac
57. e has information about a feature in the One Touch software to link to Microsoft s SharePoint application This brief Mini Guide explains how to setup the SharePoint link in One Touch The One Touch VRS Mini Guide has information about a feature in the One Touch software to use VRS when scanning This brief Mini Guide explains what the feature is and how to use the VRS settings when creating or modifying a scan configuration The One Touch OmniPage Mini Guide has information about the OmniPage module in the One Touch software This brief Mini Guide explains what the feature is and how to use the OmniPage settings when creating or modifying scan configurations 4 When you re finished click Main Menu to return to the Main Menu window and click Exit 5 Remove the installation disc and store it in a safe place That s it Installation is finished and your Xerox DocuMate 3640 is ready to scan DocuMate 3640 17 User s Guide Installation 18 DocuMate 3640 User s Guide Loading Documents to scan This section illustrates scanning with the buttons on the scanner After loading documents in the scanner as described below you can also scan using the One Touch Button Panel on screen or using a scanning application NOTE Always remove any staples or paper clips from documents before inserting them into the scanner s Automatic Document Feeder Staples and paper clips can jam the feed mechanism and scratch the internal components Al
58. e number of copies in the Copies box Advanced Click to see additional settings for the device The dialog box that opens is specific to the device For example if the device is your printer the dialog box is your printer s setup settings 2 Click OK or Apply DocuMate 3640 37 User s Guide Scanning From One Touch The Storage Options Tab Archive A Storage Options tab is on the Scan Configurations dialog box when the Destination Application is Transfer to Storage You use the options on this tab to select where to save your scanned items for storage when scanning with that particular Scan Configuration 1 Click on the Storage Options tab Scan Settings Page Settings Storage Options Select folder and transfer options EH Storage layout All documents are in the root gt Documents are put in folders by month Documents are put in folders by week Documents are putin folders by type Storage location C Wsers Public Documents 2 Click the Storage Layout options you want All documents are in the root The scanned documents are saved in the root of the folder specified in the Storage Location Documents are put into folders by month week or type Folders are created based on your selection month week or file type and the scanned documents are saved in those folders New folders are created for each month and week so you can keep track of when you scanned the documents 3 If
59. e user documentation supplied with the product Do not carry out any maintenance on this product which is not described in the customer documentation Do not use aerosol cleaners The use of cleaners that are not approved may cause poor performance of the equipment and could cause a dangerous condition Use supplies and cleaning materials only as directed in this manual Do not remove covers or guards that are fastened with screws There are no parts behind these covers that you can maintain or service Do not perform any maintenance procedures unless you have been trained to do them by an authorized local dealer or unless a procedure is specifically described in the user manuals DocuMate 3640 User s Guide Appendix Product Safety Certification This product is certified by the following Agency using the Safety standards listed Agency Standard Underwriters Laboratories Inc UL60950 1 1st 2003 First Edition USA Canada TUV IEC60950 1 2001 First Edition DocuMate 3640 107 User s Guide Appendix Regulatory Information Certifications in Europe CE The CE mark applied to this product symbolizes Visioneer s declaration of conformity with the following applicable European Union Directives as of the dates indicated December 12 2006 Council Directive 2006 95 EC as amended Approxi mation of the laws of the member states related to low voltage equipment December 31 2004 Council Directive 2004 108
60. eeder Duplex Scan Reflective Using e Auto Document Feeder Duplex Scans two sided documents n from the Automatic Document Feeder This option will be available only if your scanner hardware supports this feature e Auto Document Feeder Simplex Scans one sided documents from the Automatic Document Feeder 68 DocuMate 3640 User s Guide 8 9 Click one of the icons to select a configuration The configuration settings appear as a list Click the plus sign to see the full list Click the minus sign to collapse the list e Color scans the image in full color Use this setting to scan color photographs and other color images e Grayscale scans the image using up to 256 true shades of gray Use this setting to scan black and white photographs and other higher quality black and white images You can also scan a color photo with this setting to turn its colors into grey shades e Black amp White is for letters memos pen and ink drawings and other black and white material Click the Preview button If you want to preview a document before scanning from the ADF make sure only one page is loaded into the scanner Review the image to determine if adjustments are needed Scanning from TWAIN Auto Document Feeder Simplex ka EE Color Configurations g Custom Eae Resolution 600 DPI i Brightness 0 Contrast 0 i Color Hue 0 Degrees iC Scan Size gj Color Better Quality E Gray
61. elected button The formats are based on the type of Destination Application you select This example shows the formats that apply to Transfer to Storage 5 Es mA Haak BMP POF TIFF JPG TEST The icon names indicate their file types See Selecting Document and File Format Options on page 42 for more information about the available formats Options tab Displays a window for selecting options related to the selected Destination Application for the scanned image See Selecting Options for One Touch on page 45 for instructions on configuring the list of available destinations Properties button Displays a window for selecting properties for each type of Destination Application See Setting Destination Application Properties on page 47 Refresh button Updates the links between all your computer s Destination Applications and One Touch 4 0 If you install new software that can be used as a Destination Application click the Refresh button to link the new software to One Touch 4 0 New Copy Edit Delete buttons Click New or Copy to add new scan configurations to the list Click Edit or Delete to change or remove them DocuMate 3640 31 User s Guide Scanning From One Touch OK Cancel Apply buttons OK accepts any changes and closes the window Apply accepts any changes but leaves the window open so you can continue making additional changes Cancel closes the window without accepting any changes Creating a
62. ent location of CR bs 03 EE the pointer as you drag it on the Preview window The space on your computer s hard drive selected area Creating a New Advanced Interface Profile You cannot change the settings of the preset profiles in the Advanced Interface However you can create new profiles and save them for future use To create a new profile 1 On the Advanced Interface select one of the preset profiles for example Black amp White Configurations Custom 2 Adjust the settings as required and then click the Save As button The Save Profile dialog box opens Add a Profile based on selected settings E Name Cancel 3 Type a name for the new profile and click OK The name must be at least two characters long Your new profile is added to the configuration list To change or delete a profile you created 1 Select your profile from the configuration list 2 Make changes to the profile as needed and then click Save 3 If you want to delete the selected profile click Delete 76 DocuMate 3640 User s Guide Scanning from WIA Microsoft Windows XP and Windows Vista include their own scanning interface known as Windows Image Acquisition WIA for acquiring images from scanners digital cameras and other digital devices This section shows how to use Microsoft Paint to scan using the WIA interface but you can use other Windows applications as well To scan
63. er dpi setting to enlarge a picture from the original size Choose a page size from the Page Size menu Click the Preview button If you want to preview a document before scanning from the ADF make sure only one page is loaded into the scanner The scanner scans the item and displays a preview image You can now use the options on the Basic Interface to adjust the image Adjust the Brightness Contrast and Resolution until the picture is what you want You can also change the picture type again for example from color to grayscale When you are satisfied with the preview image click Scan When you re finished scanning items click Done to close the Basic Interface 10 The scanned images will appear in the TWAIN application you are using 66 DocuMate 3640 User s Guide Scanning from TWAIN Paper Handling Options in the Basic Interface AutoCrop Select this option to let the scanner automatically determine the size of the item being scanned For example if you scan a 5 x 7 photo the scanner will determine the size of the photo For single sided scans the scan area is the size of the image For double sided scans the scan area is the size of the larger of the two areas on the front and back of the page Straighten Select this option to let the scanner automatically determine if a page is skewed then straighten its image The scanner detects page edges and can sense when the page is fed through at an angle However
64. ess or contrast setting boxes or click the up and down arrows next to the box to increase or decrease the setting e Click Reset to return the settings to their original numbers 72 DocuMate 3640 User s Guide Scanning from TWAIN Adjusting Gamma Saturation and Color Hue If you re using the Color Configuration to scan you can adjust a group of color settings Gamma controls the brightness of the color midtones Adjust Response Curve Gamma Leo Pixel Rendering Saturation 0 To adjust the color settings Drag the Gamma Saturation and Color Hue sliders to the left to decrease the settings or to the right to increase the settings You can also type a number directly in the settings box for each option or click the up or down arrows next to the settings boxes You can also type a number directly into the setting boxes or click the up and down arrows next to the boxes Gamma is the tone curve and the starting point for image enhancement As you raise or lower the Gamma value the values at which Color Saturation Color Hue Brightness and Contrast affect the image are changed It is recommended that you keep the default Gamma value or adjust this setting before adjusting the other options Saturation the strength or purity of a color Adjusting the saturation will affect how gray the tones of the color are without changing the overall brightness of the image Color Hue the color your eyes see as
65. figuration click the Edit button Edit the settings and click OK Click OK to close the One Touch Properties window Select the scan configuration to edit or delete It must be unlocked as indicated by not having a lock displayed here DocuMate 3640 39 User s Guide Scanning From One Touch Configure Before Scan You can set up the scanner so that when you press a button or click it on the Button Panel a different scanning interface opens before the scanning starts To set up the scanner for this capability you select Configure Before Scan from the scan configuration list Choosing Configure Before Scan simply opens either the TWAIN or WIA scanning interface when you press a button You can then use the interface to change the Resolution Scan Mode and other settings When you scan the scanned image will still be sent as the file type and to the same Destination Application already selected in the One Touch Properties window for that button To set Configure Before Scan 1 Open the One Touch Properties window 2 Select the scan configuration Configure Before Scan m Fa Select format EE Scan i Select destination i Transfer to Storage BMF TIFF JPG fee FOF amp rasta cinole ins sic Create single image fles E4 US Letter Sharepoint E4 44 Document A Guality Color Document E4 US Legal WP Configure Before Scan Select then right click v TWAIN on Configure Before Scan to get the menu and ch
66. h 17 OmniPage Pro 14 63 One Touch Button panel 28 icon 27 28 29 New settings 30 OmniPage OCR Settings 45 Options tab 45 Panel features 28 properties 29 39 40 47 52 53 54 56 Scan with TWAIN interface 64 VRS Settings 17 One Touch Properties window options 32 Optical Character Recognition OCR 17 43 46 47 52 Options tab 31 45 P Page Settings tab 34 Paper size 34 PaperPort 14 PaperPort 63 PDF Image quality and file size 43 sPDF and nPDF 45 PDF applications 46 PDF file format 42 43 46 Picture type 79 Preview button 66 69 preview image 69 Properties button 31 Q QuickScan 81 R Reduce Moir Patterns 34 Refresh button 31 Register 13 Resolution 33 40 71 79 Rich Text Format 44 RTF file format 30 44 52 ruler units 75 S Saturation 36 73 Scan configuration 29 36 37 38 57 Edit or Delete 39 Lock or unlock 33 New 32 Scan Info box 76 Scan Settings Tab 33 Scan to Folder 56 Multiple folders 57 Scanner connecting 9 Device settings 62 parts vi uninstall 97 Scanner driver 6 Scanning mode 31 33 40 78 Screen Resolution 49 51 Searchable PDF sPDF 45 Select configuration 31 Properties 33 Select destination 30 46 Select format 31 Serial number 13 SharePoint 17 Show all destinations 46 Show Hardware 61 Show Progress Window 46 Simple Text 44 Simplex 60 Simplex button 21 Size 34 Software 6 14 Software help vii
67. he Browse button steps 1 and 2 on the dialog box are automatically filled in and the application icon appears in step 3 Select the icon in Step 3 of the dialog box That is the icon that will appear in the One Touch Destination List In step 4 of the dialog box select the file formats that the application will accept Refer to the documentation you received with the application to see which text formats the application accepts The options you select at step 4 determine the page format icons in the One Touch Properties window for that group of applications Click the Add button Click OK on the Link Properties window Click Refresh on the One Touch Properties window and the new application should now be available Please refer to the One Touch OmniPage Mini Guide on the installation disc for instructions on scanning with OCR 48 DocuMate 3640 User s Guide Scanning From One Touch Image Documents Properties These properties apply to Microsoft Paint and other image processing applications Image Documents amp The Applications in this group are designed to work fig with image documents only W Microsoft Paint Color document handling O Convert Bitmaps using Screen Resolution C Convert Bitmaps to JPEG 1 Click in the Color document handling settings boxes for the options you want These options will apply to all the applications in the group Convert Bitmaps using Screen Resolution Use this
68. if an Adobe product is installed on your computer Microsoft is a U S registered trademark of Microsoft Corporation Windows is a trademark and SharePoint is a registered trademark of Microsoft Corporation ZyINDEX is a registered trademark of ZyLAB International Inc ZyINDEX toolkit portions Copyright 1990 1998 ZyLAB International Inc All Rights Reserved All other products mentioned herein may be trademarks of their respective companies Information is subject to change without notice and does not represent a commitment on the part of Visioneer The software described is furnished under a licensing agreement The software may be used or copied only in accordance with the terms of such an agreement It is against the law to copy the software on any medium except as specifically allowed in the licensing agreement No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information storage and retrieval systems or translated to another language for any purpose other than the licensee s personal use and as specifically allowed in the licensing agreement without the express written permission of Visioneer Restricted Rights Legend Use duplication or disclosure is subject to restrictions as set forth in contract subdivision c 1 ii of the Rights in Technical Data and Computer Software Clause 52 227 FAR14 Material scanned by this product
69. ill include all the applications on your computer that fall into these categories Select Destinations Select this option to individually choose the types of applications to include in the list of Destination Applications Check the boxes for the type of application to include e Document Management includes Nuance PaperPort and other applications for processing and keeping track of your scanned documents e Image Editors include Microsoft Paint and other drawing and graphics applications e Text Editors include Microsoft Word and WordPad Microsoft Excel and other word processing and spreadsheet applications Select this option if you want OCR processing to convert your scanned documents to text that you can edit e PDF applications are for documents scanned to PDF format e Email includes Microsoft Outlook and other email applications e Storage and CD R W is for either storing scanned documents in a folder or sending them to a CD burner to create a CD containing the scanned documents e Fax and Print is for sending your scanned documents directly to your printer or fax software for faxing e Sti event forwarding is for using another application s interface for scanning The One Touch Event Forwarding dialog box opens so you can select which application to use to continue scanning Click Apply then click on the Multi Function tab to see the new settings Global Options 46 Show Progress Window Select this option to displ
70. ill liquid on the scanner or any of its components DocuMate 3640 83 User s Guide Maintenance Clearing Paper Jams If your scanner stops scanning due to a paper jam in the Automatic Document Feeder a warning opens after a few moments 1 Lift the ADF cover release on the top of the scanner body to open the Automatic Document Feeder cover 2 Remove the jammed paper and close the cover To reduce the number of paper jams smooth and straighten the paper before scanning adjust the guides to the paper size and insert the paper evenly into the ADF 84 DocuMate 3640 User s Guide Maintenance Cleaning the Automatic Document Feeder Cleaning the inside of the scanner helps to keep your scanner operating at optimum performance You should clean the inside of the scanner at least once a week or after 5 000 pages have been scanned If you are getting frequent paper jams multiple pages feeding at the same time or you re seeing lines in the scanned image it is time to clean the scanner NOTE Be careful when cleaning the rollers All of the rollers except the free rollers are designed to rotate in one direction only Do NOT force the roller to rotate in the opposite direction Forcing the roller to rotate will damage it and cause the scanner to feed pages incorrectly 1 Dampen a soft lint free cloth with some Isopropyl rubbing alcohol 95 2 Lift the ADF cover release on the top of the scanner body to open the A
71. imes Do These Always follow all warnings and instructions that are marked on or supplied with the equipment Before cleaning this product unplug the product from the USB port Always use materials specifically designated for this product the use of other materials may result in poor performance and create a hazardous situation Do not use aerosol cleaners they may be explosive and flammable under certain conditions Always exercise care when moving or relocating equipment Always locate the machine on a solid support surface that has adequate strength to support the weight of the machine Always locate the machine in an area that has adequate ventilation and room for servicing Always unplug this equipment from the electrical outlet before cleaning NOTE Your Xerox machine is equipped with an energy saving device to conserve power when the machine is not in use The machine may be left on continuously Do Not Do These Never use a ground adapter plug to connect the equipment to a power outlet that lacks a ground connection terminal Never attempt any maintenance function that is not specifically described in this documentation Never remove covers or guards that are fastened with screws There are no operator serviceable areas within these covers Never locate the machine near a radiator or any other heat source Never override or cheat any of the electrical or mechanical interlock devices Never place this equipment whe
72. ing section for additional details Output tray Holds documents after being scanned through the Automatic Document Feeder ADF Paper Stop Keeps scanned documents on the output tray Power switch On Off power switch Power jack Connects the power cord to the scanner Universal Serial Bus USB port Connects the scanner to the computer DocuMate 3640 X User s Guide Welcome xi DocuMate 3640 User s Guide Installation Installation is a quick three step process 1 Assemble the scanner 2 Install the software and Connect the Scanner 3 Register the scanner Please make sure of the following before you begin installation e The information in this guide may cover software not provided with the scanner you purchased Please disregard any information about the software not applicable to your scanner Visit our web site at www xeroxscanners com for the latest software updates for your Xerox scanner e If your computer has AntiVirus or Antispyware software running you may encounter alerts or messages during installation asking you to allow the installation to proceed Although the messages will differ based on the software your computer is running in each case you should allow the installation to proceed if that option is available Alternatively you can turn off the AntiVirus or AntiSpyware software before installing your scanner but if you do make sure to turn it back on again when installation is finished e If
73. is configuration DocuMate 3640 33 User s Guide Scanning From One Touch The Page Settings tab Click the Page Settings tab to select options applicable to how you want the image to appear after scanning Scan Settings Page Settings Storage Options Advanced Settings Size Standard Letter 8 5 x 11in D Custom Width 8 50 Height 11 00 inches Click the name to toggle between inches Improvements and Settings and millimeters E AutoCrop to Original W Duplex Reduce Moire Pattems E Skip Blank Originals _ E Color Filter E Straighten Image Invert Image Double Feed Detection Standard Click the menu arrow and choose a page size from the list Custom Enter the horizontal and vertical page dimensions in the boxes Click the name of the units inches or millimeters to toggle between them Improvements and Settings Only the options that apply to the selected scanning mode on the Scan Settings tab are available e AutoCrop to Original Select this option to let the scanner automatically determine the size of the item being scanned Always use the paper guides on the scanner so the page is not skewed Skewed pages may not crop properly e Reduce Moir Patterns Moir patterns are wavy rippled lines that sometimes appear on the scanned images of photographs or illustrations particularly newspaper and magazine illustrations Sele
74. is software provides an addi tional method to scan from your scanner The Demo version lets you try the application first At the end of the Kofax VRS software installation you may see the message SVS001 The VRS installation does not install an ISIS driver for the scanner you selected Please install the ISIS driver packaged with your scanner This is not an error please disregard this message and click OK The Kofax VRS Certified ISIS driver is installed correctly when you choose an ISIS option when installing the scanner driver see page 7 EMC Captiva QuickScan is a stand alone out of the box imaging solution that provides all QuickScan the necessary capabilities for high speed scanning image enhancement view ing annotation printing and storing images It uses an ISIS certified driver for scanning and includes flexible job separation and barcode recognition The Demo version lets you try the application first You can now view and save the User Guides DocuMate 3640 15 User s Guide Installation View the User Guides 1 16 On the Main Menu click User Guides J DocuMate 3640 Click on a link below to view the appropriate user guide Adobe Reader must be installed in order to view the user guides Install Adobe Reader View scanner documentation View software documentation The User Guides are in Adobe PDF format If you need to click Install Adobe Reader to install it now Follow the i
75. ition Lock the scanner when transporting it from one location to another but remember to unlock it before scanning The scanner will not scan when locked 8 When you re finished assembling the scanner place it on a level surface on your desk If the scanner is on an uneven surface it may stall when scanning from the Flatbed 4 DocuMate 3640 User s Guide Installation Step 2 Install the Software The installation disc contains the necessary driver and scanning software to use your Xerox DocuMate 3640 To install the software 1 Start Microsoft Windows and make sure that no other applications are running 2 Insert the installation disc into your computer s DVD ROM drive The disc automatically starts 3 The Select Language window opens Click the drop down menu arrow and select the language to use Click OK 4 The disc s Main Menu window opens NOTE If the disc does not start check the following e Make sure the disc drive s door is completely shut e Make sure the disc was inserted in the drive in the proper direction label side up To launch the disc manually e Open the Windows options for your computer s disc drives e Double click the icon for your DVD ROM drive e The Installation menu for the disc should now open If the menu does not open e From the list of files on the disc double click the file named START32 EXE NOTE The Scanner Readme file has late breaking news about your scanner
76. l Postal Money Orders Bills Checks or Drafts of money drawn by or upon authorized officers of the United States Stamps and other representatives of value of whatever denomination which have been or may be issued under any Act of Congress Adjusted Compensation Certificates for Veterans of the World Wars Obligations or Securities of any Foreign Government Bank or Corporation Copyrighted material unless permission of the copyright owner has been obtained or the reproduction falls within the fair use or library reproduction rights provisions of the copyright law Further information of these provisions may be obtained from the Copyright Office Library of Congress Washington D C 20559 Ask for Circular R21 Certificates of Citizenship or Naturalization Foreign Naturalization Certificates may be photographed Passports Foreign Passports may be photographed Immigration Papers Draft Registration Cards DocuMate 3640 111 User s Guide Appendix 10 11 Selective Service Induction Papers that bear any of the following Registrant s information Earnings or Income Dependency Status Court Record Previous military service Physical or mental condition Exception U S Army and Navy discharge certificates may be photographed Badges Identification Cards Passes or Insignia carried by military personnel or by members of the various Federal Departments such as FBI Treasury etc unless photograph is o
77. lected function LED number 1 Load the documents face up with the top of the pages inserted into the Automatic Document Feeder 2 Press the function button to select the scan setting you want 3 Toscana one sided document press the Simplex button To scan a two sided document press the Duplex button 4 Ascan progress window opens and the image s are sent to the selected destination in the One Touch utility 26 DocuMate 3640 User s Guide Scanning From One Touch Scan from the One Touch Button Panel Scanning from the button panel on your computer s screen works like pressing a button on the scanner The scanner scans the item then sends the image to the Destination Application indicated by the button s icon To scan from the One Touch Button panel 1 Load the documents face up with the top of the pages inserted into the Automatic Document Feeder Click on the One Touch icon in the Windows notification area at the lower right corner of the screen One Touch Icon Cals 5 04 PM The One Touch Button Panel opens and shows the first five on screen scanning buttons GO Xerox DocuMate 3640 Sk POF SB ity Fax Click the button you want to use to scan A scan progress window opens and the image is sent to the selected application for the One Touch button You can now work with the image in the Destination Application DocuMate 3640 27 User s Guide Scanning From One Touch Features
78. lude the addition of new functions or connection of external devices may impact the product certification Please contact your Xerox representative for more information DocuMate 3640 101 User s Guide Appendix EMC This equipment has been tested and found to comply with the limits for a Class B digital device pursuant to Part 15 of the FCC Rules These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instruction manual may cause harmful interference to radio communications WARNING In order to allow this equipment to operate in close proximity to Industrial Scientific and Medical ISM equipment the external radiation from ISM equipment may have to be limited or special mitigation measures taken Changes and modifications to this equipment not specifically approved by Xerox may void the user s authority to operate this equipment 102 DocuMate 3640 User s Guide Appendix Operational Safety Information Your Xerox equipment and supplies have been designed and tested to meet strict safety requirements These include safety agency examination approval and compliance with established environmental standards To ensure the continued safe operation of your Xerox equipment follow these safety guidelines at all t
79. m The scans from the ADF are always crooked What do I need to do to get the scans straight Make sure to align the paper guides to the edges of the paper If you are scanning small items that are smaller than the paper guides minimum adjustment scan these items on the flatbed glass instead Problem The scanner is reporting Double Feed errors but there is only one page in the ADF What is the problem If there is excessive paper dust or dirt on the Double Feed sensor the scanner will report false Double Feed errors Make sure you clean the Double Feed sensor when cleaning the ADF as described previously in this section The Double Feed sensor is located in the body of the ADF the receiving sensor is underneath the ADF door opposite of the Double Feed sensor 94 DocuMate 3640 User s Guide Maintenance Error Light Troubleshooting Codes The status light indicates the current state of the scanner Descriptions of the most common patterns are listed below Contact Xerox Technical Support if you experience a different blinking pattern Normal Operation e Blinking blue indicates the scanner is waking up from power saving and preparing to scan e Steady blue indicates the scanner is ready to scan e Steady red indicates that the scanner is busy Error Codes If your scanner experiences hardware problems the status light will blink red and the LED flashes an E then the error code number The LED displays E and
80. m TWAIN Scanning from the Basic Interface Use the Basic Interface if you don t need to make many adjustments to the image before scanning You can adjust brightness contrast resolution page size and picture type Scan Type Scan Reflective Using Picture Type Color picture Brightness Contrast 1 Resolution DPI 200 4 AutoCrop Straighten Page size A3 11 69 x 16 5 inches 297 x 420 mr Advanced Interface To scan from the Basic Interface 8 9 From the Scan Type menu choose an option to scan e Scan Reflective Using Scans the document on the Flatbed e Auto Document Feeder Duplex Scans two sided documents from the Automatic Document Feeder This option will be available only if your scanner hardware supports this feature e Auto Document Feeder Simplex Scans one sided documents from the Automatic Document Feeder Choose the color grayscale or black and white option from the Picture Type menu Choose a resolution from the Resolution DPI menu Resolution determines the amount of detail you can see in the scanned image The resolution setting for a scan is in dots per inch dpi The higher the resolution the finer the details However higher dpi settings also take longer to scan and produce larger file sizes If you are scanning photographs to make copies 200 dpi will make a direct size copy of similar image quality to the original You would use a high
81. may be protected by governmental laws and other regulations such as copyright laws The customer is solely responsible for complying with all such laws and regulations Changes are periodically made to this document Changes technical inaccuracies and typographic errors will be corrected in subsequent editions Document Version 05 0791 000 September 2009 Table of Contents Welcome DOCUINGRLOUON v ccecseeasscucccueeencuauntecdtanue canons amet aueneseseceeeteeeeeeuuesaas vii System REQUITCINGMES lt 20c catetutetsdevsdetsseebudosabeeweasdaadee ea a ES viii The Xerox DocuMate 3640 Scanner 0 ccc cence rnnr rreren eee eee e ee eeee Ix Installation Step 1 Assemble the Scanner 0 cc ccc cece en eee ene e een e eee nee eeneeees 2 Step 2 Install the Software 6 ccc eee resno nent eee e eee e eens 5 Installing the Scanner Driver 0 ccc ccc cee cee eee e tenn eee eene ees 7 Connect the Scanner ccc ce eee e eee e eee e eee ene eeenneees 9 Installing One TOUCH 0 ce ene eee e eee e eee eee eenees 12 Step 4 Register Your Scanner 602 c6005504eedeesenerereesadededudadeans dens deond eee cease 13 Additional Applications Available with Your Scanner ccc ccc cece eee enna 14 View tne USer GUIDES ca gaccamerenseseeneetacatncataceeenaneds Len ee eres eaad EIER 16 Loading Documents to Scan Scan Documents from the ADF geici ceed eek en cated adutedede nee pera eree neue eee emo eae
82. med Personal Receipts Make sure to designate separate folders as the Storage Locations for the new configurations DocuMate 3640 59 User s Guide Scanning From One Touch 13 You will now have multiple configurations set up for the Transfer to Storage destination and each configuration scans documents to separate folders Optio Select format torage 1 w a ee ae Select destination FA L Transfer to Storage BMP PEF i TIFF JPG Create single image files sPDF fe Burn to CD ROM E Select configuration Quality A4 Document Duplex T sharepoint Quality A4 Document W Configure Before Scan y Quality US Letter Duplex bawi o Taney enteuatis E4 Storage for Business Receipts Storage Destination Storage for Personal Receipts a Application retest G Rew Geox eat see ox Geer ae 14 Now click the arrow buttons to select a scanner button for each new configuration Click Apply to set that button for that configuration The following examples show that buttons 7 and 8 have been set to scan to each of the new configurations WE Storage 1 Sa a Teo Oa aR s BMP TIFF JPG PDF h Transfer to Storage 2 Bum to CD ROM E Select configuration Quality 44 Document Duplex Sharepoint Quality 44 Document a Configure Before Scan Quality US Letter Duplex Quality US Legal E Storage for Business Receipts fg Storage2 Ee Sp ye eae d
83. ms on page 84 for details DocuMate 3640 95 User s Guide Maintenance 96 Problem Description ADF cover open The scanner was locked when you tried to scan Multiple page feed error An internal part in the scanner may have malfunctioned DocuMate 3640 User s Guide Solution If this E code show when attempting to scan from the ADF make sure the ADF door is securely closed and the scanner lid is fully closed against the flatbed glass Turn off the scanner unlock the lock by pushing the lock tab down then turn the scanner back on The lock is located on the side of the scanner See page 2 for the lock s location If the problem persists reboot your computer Multiple pages were fed through the ADF at one time Open the ADF and pull out all pages If problem persists clean the scanner and or replace the ADF pad assembly Turn off the scanner re boot your computer then turn the scanner back on If the problem persists contact Xerox Technical Support Maintenance Uninstalling Your Scanner To uninstall the Xerox DocuMate 3640 scanner remove the scanner software and any other scanning software provided with the scanner Uninstalling the Scanner and One Touch Software 1 2 On the Windows taskbar click Start point to Settings then click Control Panel Windows 2000 and Windows XP Double click the Add Remove Programs icon Windows Vista and Windows 7 Double click the Programs and Featu
84. n about Internet options If you are using AOL please see the AOL user manual for making changes to the Internet options applicable to AOL 4 Select the options for color document handling Convert Bitmaps using Screen Resolution Use this option to ensure that an image will fit on the computer s screen Convert Bitmaps to JPEG JPEG files can be compressed to produce smaller files sizes and therefore shorter transmission times when you email the file or upload it to the internet 5 Click OK DocuMate 3640 51 User s Guide Scanning From One Touch Scanning with Optical Character Recognition OCR Optical Character Recognition OCR converts text and numbers on a scanned page into editable text and numbers You can then work with the text and numbers to edit spell check change font or type size sort calculate and so forth NOTE Xerox recommends that all OCR processing use the original factory settings for OCR scanning that came with your scanner When scanning with other settings use at least 300 dpi for the resolution If the original documents are of poor quality or have a small type font 400 dpi can be used as the maximum resolution The One Touch OmniPage Module or the OmniPage Pro software must be installed on your computer in order to use the OCR options with the One Touch software and your Xerox DocuMate 3640 The One Touch OmniPage Module was automatically installed when you installed your driver from the inst
85. n your computer s keyboard or click the option on screen to go to the web address When the Xerox scanners web page loads click on Register Your Product a ee ee IS Fill in the registration form all required fields have an asterisk NOTE A valid email address is required for registration 6 You will be asked to enter the serial number for the scanner it is located on the back of the scanner The Serial Number 7 After filling in the form click on Submit Your Registration to complete the registration DocuMate 3640 13 User s Guide Installation Additional Applications Available with Your Scanner Your scanner includes free additional applications as described in the following table 1 Return to the disc s Main Menu and click Install Products 2 Select the additional applications you want to install then click Install Now f F DX fan DocuMate 3640 Please choose applications to install Scanner driver Installed Visioneer One Touch Installed Nuance PaperPort Kofax VRS EMC Captiva QuickScan Nuance OmniPage Pro Install now Main menu 3 Follow the instructions on the screen to install each of the additional products Software About the Software Nuance PaperPort PaperPort is a document management software application The PaperPort scanning features allow you to insert new pages into an existing file and name your file immediately after scanning From within the PaperPo
86. nd folder might be for Personal Receipts and a third folder might be for Annual Receipts To scan to multiple folders you create multiple configurations each with a different storage location for the scanned documents Scan one set of documents using the scan configuration with the appropriate storage location for that set Then switch to another scan configuration and scan the next set of documents to store them in their folder NOTE The selections you make using the Storage Options tab override the storage location that is set in the Storage Link Properties Setting up multiple folders for transfer to storage 1 Using Microsoft Windows create the folders that you want to use for storing scanned items 2 Open the One Touch Properties window 3 Select Transfer to Storage as the Destination Application DocuMate 3640 57 User s Guide Scanning From One Touch 4 Click the New button Archive cca PD 1 MP TIFF JPG h Transfer to Storage BMP JPG eH Create single image files DF fe Burn to CD ROM E Select configuration SS Quality US Legal Duplex Sharepoint W Quality US Letter Quality A4 Document Duplex E Quality 44 Document Scan Quality US Letter Duplex Quality US Legal eeccecc amp amp amp The Scan Configuration Properties dialog box opens 5 To help you remember which folder it is give the new configuration a name that indicates the folder name su
87. nel in the ADF cover You can identify the roller assembly by its orange lock flange 3 To remove the roller push the lock flange down to unlock it The roller will now be loose and can be removed from its channel 90 DocuMate 3640 User s Guide Maintenance Holding the right hand side of the roller gently pull it down and away from its channel You can discard the roller It cannot be refurbished or reused DocuMate 3640 91 User s Guide Maintenance To Replace the roller assembly 1 Hold the roller by its right hand side and slide the left hand side into its housing Make sure the small wheel on the left end of the roller seats properly into its housing 2 Angle the roller up and into its channel Make sure the wheel on the left hand side remains seated in its housing 3 Push the locking flange up to lock the roller in place 4 Close the ADF cover Your scanner is now ready to scan with its new roller assembly 92 DocuMate 3640 User s Guide Maintenance Troubleshooting In addition to the troubleshooting information contained in this section please see the Readme file on your installation disc The Readme file contains additional information that may help you diagnose problems with the scanner Also visit our web site at www xeroxscanners com for additional technical information Problem The scanner won t scan What s wrong Check for one of these possible problems e Isa cable
88. nges and close the dialog box 62 DocuMate 3640 User s Guide Scanning from TWAIN You can scan from any TWAIN scanning application instead of scanning from the One Touch buttons on your scanner or the One Touch button panel A Note About Your Scanner and the TWAIN standard TWAIN is a widely recognized standard that computers use to receive images from scanners digital cameras and other digital devices The TWAIN scanning interface can be accessed from any TWAIN scanning application you have installed on the computer Applications such as Nuance PaperPort and OmniPage which were provided with your scanner and many other applications can use the TWAIN interface for scanning The TWAIN interface described in this section is the one provided with your scanner and you will see it when scanning from PaperPort or OmniPage Other TWAIN compliant scanning applications may also access this interface However there are some applications that have their own TWAIN interface If you are scanning from a software application and see the interface shown in this section you can use these instructions to scan with the TWAIN interface If you do not see this TWAIN interface please refer to your scanning application s user guide for instructions NOTE You can access the TWAIN interface when you re scanning from the One Touch software If the One Touch configuration you are using is set to Configure Before Scan and the selected option is TWAIN th
89. nstructions on the installation windows If your computer already has Adobe Reader installed please do not select it unless the version provided on the installation DVD is a newer version than the one currently installed on your computer Click on View scanner documentation to access the scanner user guide and other documentation related to using the scanner s One Touch features Click on View software documentation to access the user guides for the software applications provided with the scanner For instance the Nuance OmniPage user guide is in this section From either of these user guide windows click on the User guides menu button to return to the main user guide window then select the other documentation section to view the user guides Scanner documentation window Software documentation window DocuMate 3640 Click on a link below to view the appropriate user guide Adobe Reader must be installed in order to view the user guides DocuMate 3640 Click on a link below to view the appropriate user guide Adobe Reader must be installed in order to view the user guides PaperPort Scanner readme VRS Sooner QuickScan OneTouch OmniPage mini quide OmniPage OneTouch VRS miniguide SharePoint mini quide DocuMate 3640 User s Guide Installation 3 Click the name of a User Guide you want to view and it will open in Adobe Reader Use the Adobe Save command to save that User Guide on your computer The SharePoint Mini Guid
90. nt in the scanner then click the Scan button in the WIA window See Scanning from WIA on page 77 ISIS Interface This option uses the ISIS interface for scanning Select the ISIS scan settings put the document in the scanner then click the Preview Scan button in the ISIS window See Scanning from ISIS on page 81 DocuMate 3640 23 User s Guide Loading Documents to Scan 24 DocuMate 3640 User s Guide scanning From One Touch The scanner has 99 One Touch scanning functions When you press the Simplex or Duplex button on the scanner the scanner starts scanning using the settings for the current LED number The One Touch button panel shows the 99 scanning functions on screen N Press the function button gt Xerox DocuMate 3640 x Click these arrows to cycle through l T E to cycle through the One Touch A AR fe q 6 the One Touch SEUN KINA Scan PDF Print eMail P scanning options options n ae ots gt Default One Touch Settings Based on the recommended installation of the scanner driver and the One Touch software your scanner is pre configured to scan items for various basic tasks such as email or fax then send the scanned image to a Destination Application You can change any of these settings Please see Configuring the One Touch Buttons on page 29 for instructions For example the eMail button is set up to scan documents then immediately attach them to a
91. ocation they will get written with the One Touch files on the CD DocuMate 3640 53 User s Guide Scanning From One Touch Scanning with Event Forwarding STI If you want to specify an application to use for scanning at the start of the process you can use event forwarding To scan with event forwarding 1 Open the One Touch Properties window 2 Select Still Image Client as the Destination Application You cannot choose a page format for this option because the actual Destination Application is not selected until after you press the scanner button Multi Function Options Hz ection Select destination Transfer to Storage BMP TIFF JPG Burm to CD ROM E Select configuration g Color Photo for eMail 6x4 y Microsoft Paint Quality US Letter W US Letter Duplex ko Microsoft Outlook E US Legal Duplex E eron E A4 Document Duplex Quality A4 Document Duplex 9 Still Image Client E Quality A4 Document Refresh Properties New Copy Edit 3 Choose a Scan Configuration 4 Click OK Start scanning using the button you selected for event forwarding A dialog box opens for you to select the application to use for scanning OneT ouch Event Forwarding Select the program to launch for this action 3 Microsoft Office Document Imaging Microsoft Office Document Imaging AFA Microsoft Scanner and Camera Wizard Download pictures from a camera or
92. of a state other than Canada Documents registers or records kept by public officials charged with the duty of making or issuing certified copies thereof where the reproduction falsely purports to be a certified copy thereof Copyrighted material or trademarks of any manner or kind without the consent of the copyright or trademark owner The above list is provided for your convenience and assistance but it is not all inclusive and no liability is assumed for its completeness or accuracy In case of doubt consult your solicitor 112 DocuMate 3640 User s Guide Appendix Other Countries Copying certain documents may be illegal in your country Penalties of fine or imprisonment may be imposed on those found guilty of making such reproductions Currency notes Bank notes and cheques Bank and government bonds and securities Passports and identification cards Copyright material or trademarks without the consent of the owner Postage stamps and other negotiable instruments Note This list is not inclusive and no liability is assumed for either its completeness or accuracy In case of doubt contact your legal counsel DocuMate 3640 113 User s Guide Appendix EH amp S Contact Information Contact Information For more information on Environment Health and Safety in relation to this Xerox licensed product and supplies please send your requests to one of the following email addresses USA amp Canada compliance visi
93. of paper you are using 4 Close the lid 5 Press the Up or Down Destination Selector buttons to choose a scan setting Then press either the Simplex or Duplex button 6 The face down side of the page is scanned and the image is sent to the selected Destination Application from the One Touch utility 22 DocuMate 3640 User s Guide Loading Documents to Scan Scanning Interfaces If you selected the recommended installation options see page 7 then you have several different options to scan with your Xerox DocuMate 3640 scanner Each method scans equally well so use the one with appropriate options for the item you are scanning One Touch When you press the Simplex or Duplex button the item in the scanner is scanned using the scan settings indicated by the LED number The scanned image is then sent to a software application or location on your computer You can also scan using the on screen One Touch button interface The One Touch software is where you configure the settings for the Scan button See Scanning From One Touch on page 25 TWAIN Interface This option uses your scanner s TWAIN interface to scan Select scanning options before scanning put the document in the scanner then click the Scan button in the TWAIN interface window See Scanning from TWAIN on page 63 Windows Image Acquisition WIA This option uses the Microsoft Windows set of choices for scanning Select the WIA scan settings put the docume
94. on is Paint Canceling a Configure Before Scan 1 Click Cancel in the scanning progress window Scanning page Visioneer Inc All rights reserved 2 The following window will open asking if you want to cancel the entire job Do you want te cancel the entire job Yes Scanning stops and all pages scanned in this batch up to this point will be deleted The TWAIN interface will close and you can restart your scan from the beginning Choose Yes if the TWAIN scan settings are incorrect for your current scanning batch For instance the Picture Type is Black amp White but you want to scan your documents in color Choose Yes to delete any scanned pages then start over but select the correct picture type before scanning DocuMate 3640 41 User s Guide Scanning From One Touch e No Scanning stops but all pages scanned in this batch up to this point are not deleted and the TWAIN interface remains open You can place a new page in the scanner adjust the TWAIN settings for it then click the Scan button in the TWAIN interface to continue scanning At the end of the scanning batch all pages from the first portion of the scan and second will be sent to the Destination Application Choose this option if for instance you have been scanning a Black amp White document but you want to insert a color page into it Instead of having to re scan the entire batch you can stop the current scan change the picture type
95. oneer com Europe compliance visioneer europe com 114 DocuMate 3640 User s Guide Index A Actual size 37 Add Application 48 49 ADF pad replace 88 Adobe Reader 14 Advanced device settings 37 Advanced Interface adjust settings 70 new profile 76 profile 76 Advanced Settings tab 36 America Online AOL 51 Apply button 32 Aspect ratio 37 Assemble the scanner 2 AutoCrop to Original 34 AutoRotate image 37 B bit depth 98 Black amp White mode 33 35 69 blurred image 71 BMP file format 42 43 Brightness 33 72 79 Burn to CD 50 53 Destination application 53 C CD burner 50 53 Center image 37 Collate copies 37 Color Filter 35 Color hue 73 Color mode 33 40 69 78 Color space 8 Comma Delimited 45 Computer specifications viii Configure Before Scan 31 40 63 cancel 41 Contrast 33 72 79 Copy button 31 Create copies of scanned documents 46 Create single image files 42 CSV file format 45 D Delete button 31 Destination application 29 37 38 42 45 56 Burn to CD 53 Email application properties 51 Event Forward STI 54 Image application properties 49 Microsoft Explorer HTML 55 OCR 30 52 Text application properties 47 Text file format 44 Transfer to Storage properties 50 53 57 Destination Selector 21 Device settings 62 Device Settings tab 37 DOC file format 45 52 Document Management 46 Documentation vii Dots per inch dpi
96. ons of the Use of Certain Hazardous Substances in Electrical and Electronic Equipment 2002 95 EC and with the Waste Electrical and Electronic Equipment WEEE Directive 2002 96 EC Some equipment may be used in both a domestic household and a professional business application Professional Business Environment Application of this symbol on your equipment is confirmation that you must dispose of this equipment in compliance with agreed national procedures In accordance with European legislation end of life electrical and electronic equipment subject to disposal must be managed within agreed procedures Energy Star for the USA Energy Program Compliance As an ENERGY STAR partner Visioneer Corporation has determined that this product meets the ENERGY STAR guidelines for energy efficiency Pe eners ENERGY STAR DocuMate 3640 109 User s Guide Appendix The ENERGY STAR and ENERGY STAR MARK are registered United States trademarks The ENERGY STAR Imaging Equipment Program is a team effort between U S European Union and Japanese governments and the office equipment industry to promote energy efficient copiers printers fax multifunction machine personal computers and monitors Reducing product energy consumption helps combat smog acid rain and long term changes to the climate by decreasing the emissions that result from generating electricity Xerox ENERGY STAR equipment is preset at the factory Your machine will be
97. oose the interface to use for Refresh Properties New Copy dit Delete scanning i Burn to CD ROM E Select configuration 3 Right click on Configure Before Scan and choose an interface to use for configuring before scanning TWAIN The TWAIN Interface opens for you to make changes prior to scanning See Scanning from TWAIN on page 63 WIA The Windows Image Acquisition WIA Interface opens for you to make changes prior to scanning See Scanning from WIA on page 77 4 Click OK or Apply on the One Touch Properties window To Scan Using Configure Before Scan 1 Click the button you set up to use Configure Before Scan 2 The TWAIN Interface opens 3 Choose your scan settings such as the Picture Type of Color Grayscale or Black amp White Resolution in DPI and Page Size 40 DocuMate 3640 User s Guide Scanning From One Touch 4 Click the Scan button on the TWAIN Interface Scan Type Picture Type Color picture z Brightness Contrast l Resolution DPI AutoCrop C Straighten Page size A3 11 69 x 16 5 inches 297 x 420 mr Advanced Interface Preview Scan 5 The item is scanned When finished click the Done button and the image will be sent to the Destination Application specified in the One Touch 4 0 Properties window In the example shown on the previous page the Destination Applicati
98. option to ensure that an image will fit on the computer s screen When a computer screen is set to a lower resolution bitmap images with a higher resolution may be too big to fit on the screen Converting the bitmap image to match the screen resolution ensures that the image fits on the screen Convert Bitmaps to JPEG JPEG files can be compressed to produce smaller file sizes and therefore shorter transmission times Use this option to provide that compression capability to image files 2 To add another application to the list click the Add Application button See the steps on page 48 to add an application to the list 3 Click OK DocuMate 3640 49 User s Guide Scanning From One Touch Storage Properties These properties apply to the Destination Application named Transfer to Storage If a CD burner is attached to your computer and your computer is running Windows XP or Windows Vista you also use this dialog box to start the Burn to CD process See the section Scan and Burn to a CD on page 53 You can also set up multiple configurations to store scanned items in separate locations See Transferring Scanned Documents to Storage on page 56 Storage ake Documents dropped on this link will be transferred to storage devices ie file system or CD Burner EH Storage layout All documents are in the root Documents are put in folders by month Documents are put in folders by week Documents are pu
99. ordPad 7 Notepad G ScanSoft PaperPort Transfer to Storage HE m NOTE If you select a word processing program such as Microsoft WordPad or Microsoft Word that can be used for OCR such as TXT or RTF the text in scanned images is automatically converted to word processing text 30 DocuMate 3640 User s Guide Scanning From One Touch Select Configuration The list of available scan configurations for the selected button The configuration s basic settings include scanning mode resolution dpi page size brightness Br and contrast Cr To see a selected scan configuration s settings click its icon Click the icon again to close the detailed information Scan US Letter Document W Configure Before Scan 4 Click the icon of a selected aa 4 configuration to view its 5 ae nv Pe hide LOOT pl settings Page 6 00 4 00 Settings Brightness 50 Co mW Scan 6x4 Vivid Photograph a Copy Photograph These icons next to each scan configuration indicate the scanning mode 4 eo W Color Black and White Grayscale Configure Before Scan See the sections Creating a New Scan Configuration on page 32 and Editing or Deleting Scan Configurations on page 39 NOTE Use Configure Before Scan if you want to set the scanning mode manually before scanning See Configure Before Scan on page 40 Select Format A set of file formats for the scanned image for the s
100. oup can accept text based s documents only Microsoft Excel E Microsoft Explorer i Microsoft WORD al Microsoft WordPad F Notepad Delete Application General OCR settings Always send a file even when no text was found Show message if text recognition failed DocuMate 3640 User s Guide 47 Scanning From One Touch 1 Click in the OCR settings boxes for the options you want The options will apply to all the applications in the group Always send a file even when no text was found The scanned file is sent to the application even if the image does not appear to contain text This could occur if you scanned a photograph with a scanner button set for text applications Show message if text recognition failed A message will open on the screen if the OCR reader does not detect text in the image To add another application to the list click the Add Application button The Add Text Based Link dialog box opens iN Here you can define a custom application that can accept a text oe document Step 1 Select the path to the application Step 2 Name the application Step 3 Select an icon for this application Step 4 Select the text formats supported by this application E HTML Formatted file HTML Rich Text Format RTF E Standard ASCII text file TxT Adahe PME farmat PME ili Click Browse to find the application you want to add to the list When you select the application using t
101. ower consumption Power cord Scanner Rating USB cable Safety and agency certifications Supported Operating Systems Scanner Drivers Bundled Software 98 DocuMate 3640 User s Guide 600 dpi 24 bit color 8 bit grayscale 1 bit bitonal black and white 8 5 x 36 216 mm x 914 mm 5 5 x 5 140 mm x 127 mm 8 5 x 14 216 mm x 356 mm Automatic Document Feeder ADF and single pass legal size flatbed Up to 40 pages per minute Up to 80 images per minute Black amp White 200 dpi scanning 80 sheets 20 lb paper 75 g m 16 28 lbs 0 002 0 006 60 105 g m Cold cathode fluorescent lamp USB 2 0 High Speed compatible with USB 1 1 16 20 inches 411 mm 20 90 inches 531 mm 8 75 inches 222 mm 23 37 pounds 10 6 kg 50 95 F 10 35 C without condensation 20 80 35 C without condensation DC Jack 3P 100 240Vac 24Vdc 2A 48W Class 1 Two Cores HiTron HEG42 240200 7L ENERGY STAR and RoHS compliant lt 40 Watts during operation lt 25 Watts on standby lt 6 Watts power save after 15 minutes without scanning can be adjusted by software lt 1 Watt power off US 3P 10A 125V L 1800mm 3C 18AWG BLACK PH8B2EDJFOA 05B RoHS EUR CEE 2P G BASE 16A 250V L 1800mm 3C 0 75mm7 BLACK PG8B9CIJGOA 05B RoHS UK BS PSB 3P 3A 250V L 1800mm 3C 0 75mm BLACK PG8B9X3JGOA 05B RoHS 24Vdc 2 0A 185 cm 28AWG with core ROHS compliant
102. ptor to the scanner 2 and an outlet 3 Connect the USB cable to the scanner 4 and your computer 5 Finally turn the scanner on 6 Plug and Play will finish installing the scanner Please consult your Quick Install Guide or User s Guide for more details To see a quick overview about accessing and navigating the One Touch Button Panel click More 8 Click OK to complete the installation process 9 Click Close on the Installation Complete window to close and exit the driver installer Installation Complete OneTouch 4 0 has been successfully installed Click Close to exit crea etek DocuMate 3640 11 User s Guide Installation Installing One Touch The One Touch software installation will start automatically after you click Close on the driver Installation Complete window One Touch is the software needed for the buttons on the scanner to work 1 Click Next on the Welcome to the One Touch 4 0 Setup Wizard Welcome to the OneTouch 4 0 Setup Wizard Qr 4 0 The installer will guide you through the steps required to install OneTouch 4 0 on your computer WARNING This computer program is protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe civil or criminal penalties and will be prosecuted to the masimum extent possible under the law 2 On the Visioneer License Agreement
103. rdered by the head of such department or bureau Reproducing the following is also prohibited in certain states Automobile Licenses Drivers Licenses Automobile Certificates of Title The above list is not all inclusive and no liability is assumed for its completeness or accuracy In case of doubt consult your attorney Canada Parliament by statute has forbidden the reproduction of the following subjects under certain circumstances Penalties of fines or imprisonment may be imposed on those guilty of making such copies 1 Zz 3 4 Current bank notes or current paper money Obligations or securities of a government or bank Exchequer bill paper or revenue paper The public seal of Canada or of a province or the seal of a public body or authority in Canada or of a court of law Proclamations orders regulations or appointments or notices thereof with intent to falsely cause same to purport to have been printed by the Queen s Printer for Canada or the equivalent printer for a province Marks brands seals wrappers or designs used by or on behalf of the Government of Canada or of a province the government of a state other than Canada or a department board Commission or agency established by the Government of Canada or of a province or of a government of a state other than Canada Impressed or adhesive stamps used for the purpose of revenue by the Government of Canada or of a province or by the government
104. re people might step on or trip on the power cord DocuMate 3640 103 User s Guide Appendix Electrical Information Warning Electrical Safety Information 1 The power receptacle for the machine must meet the requirements stated on the data plate on the rear of the machine If you are not sure that your electrical supply meets the requirements please consult your local power company or an electrician for advice 2 The socket outlet shall be installed near the equipment and shall be easily accessible 3 Use the power cable that is supplied with your machine Do not use an extension cord or remove or modify the power cord plug 4 Plug the power cable directly into a correctly grounded electrical outlet If you are not sure whether or not an outlet is correctly grounded consult an electrician 5 Do not use an adapter to connect any Xerox equipment to an electrical outlet that lacks a ground connection terminal 6 Do not place this equipment where people might step or trip on the power cable 7 Do not place objects on the power cable 8 Do not override or disable electrical or mechanical interlock devices 9 Do not push objects into slots or openings on the machine Electrical shock or fire may result Electrical Supply 1 This product shall be operated from the type of electrical supply indicted on the product s data plate label If you are not sure that your electrical supply meets the requirements please consult your loc
105. res icon From the list of programs select Xerox DocuMate 3640 Driver Click the Change Remove or Uninstall button Click Yes when asked to confirm that you want to remove these software programs Follow these same steps to select and remove the One Touch 4 0 software the Kofax VirtualReScan and the One Touch 4 0 ScanSoft OmniPage OCR modules from the installed programs list The scanner driver and One Touch 4 0 software is removed from your computer Unplug the USB cable from the scanner Close all open windows and restart your computer Uninstalling the PaperPort and OmniPage Software On the Windows taskbar click Start point to Settings then click Control Panel Windows 2000 and XP Double click the Add or Remove Programs icon Windows Vista and Windows 7 Double click the Programs and Features icon Select PaperPort or OmniPage and click Remove A message window opens asking if you are sure you want to remove PaperPort or OmniPage from your computer Click Yes Close all open windows and restart your computer DocuMate 3640 97 User s Guide Maintenance Xerox DocuMate 3640 Scanner Specifications Scanning resolution Bit depth Maximum paper size ADF Minimum paper size ADF Maximum item size Flatbed Scan method ADF specifications Scanning speed Capacity Paper thickness Light source Interface Scanner dimensions Width Depth Height Weight Operating temperature Relative humidity Power adaptor P
106. rt desktop you can sort your documents and move them between folders as you would through the Windows My Documents folder You can reorder the pages in a PDF file and unstack a document so all the pages are resaved as individual files PaperPort also has some basic image editing options in the PaperPort PageView such as adding notes to image files modifying image colors and touch up the image using the erase and or auto correct options Nuance OmniPage Pro provides precision OCR analysis advanced layout detection and OmniPage Pro Logical Form Recognition LFR technology Advanced security features quickly turn office documents and forms into over 30 different PC applications for editing searching and sharing Custom workflows handle large volumes of documents and you can use its tools to print to PDF Adobe Reader is a stand alone application that you use to open view search and print PDF files This application is located on the disc in the User Guides section 14 DocuMate 3640 User s Guide Installation Software About the Software Kofax Kofax VRS automatically enhances scanned documents from less than perfect Virtual ReScan originals It is an additional scanning interface that uses patented VRS VRS Virtual ReScan technology and ensures your scanning is as efficient and easy as possible while also improving both the quality of the scanned images Kofax VRS uses an ISIS certified driver for scanning Th
107. scale Configurations BX Black amp vvhite Configurations Delete Save Save AB aes To adjust a setting click the setting in the list on the left below the selected configuration A panel opens on the right side of the Advanced Interface for the selected setting The next section provides details about the options found in these side panels When yov re satisfied with the image click the Scan button When you re finished scanning items click Done to close the Advanced Interface 10 The scanned images will appear in PaperPort or other TWAIN application you re using DocuMate 3640 69 User s Guide Scanning from TWAIN Adjusting the Image with the Advanced Interface You can adjust the scan settings on the Advanced Interface to produce the best possible image for the documents you re scanning To adjust a setting 1 On the left side of the Advanced Interface select a configuration 2 Click a setting in the list of settings or click its corresponding button on the right side of the Advanced Interface Auto Document Feeder Simplex hA EE Color Configurations g Custom _ H 8e Resolution 600 DPI 4 Brightness 0 Contrast 0 G0 Saturation 0 Color Hue 0 Degrees Scan Size g Color Better Quality EX Grayscale Configurations EO Black amp White Configurations Resolution Brightness Contrast Color Gamma Saturation NOTE
108. scanner body to open the Automatic Document Feeder cover The pad is located in the middle of the ADF 3 Reverse the procedure to replace the new pad into its slots 88 DocuMate 3640 User s Guide Maintenance Replacing the Roller Assembly After extended use the roller may wear out and will need to be replaced It is a user replaceable part and can be ordered See the section Xerox DocuMate 3640 Scanner Parts List on page 98 for the part number A worn roller can cause documents to feed in at an angle multiple pages to feed at the same time or not grab pages at all as the roller slips on the page If standard maintenance of cleaning the scanner and replacing the ADF pad assembly does not resolve paper feed issues it may be time to replace the roller Please note that you cannot accurately determine if the roller has worn out if the roller has not been cleaned first Excessive dust on the roller can make it appear worn and will be smooth to the touch You can take the roller out of the scanner to clean and examine it before making the decision to replace the roller To remove the roller assembly 1 Lift the ADF cover release on the top of the scanner body to open the Automatic Document Feeder cover Note that opening the ADF cover automatically disengages the toothed gear on the right side of the roller so it can be removed DocuMate 3640 89 User s Guide Maintenance 2 The roller assembly fits in a chan
109. so remove any labels stickers or Post It notes that may come off during the scanning process and get stuck in the scanner Misuse as Q described here will void your scanner s warranty DocuMate 3640 19 User s Guide Loading Documents to Scan Scan Documents from the ADF 1 Adjust the paper guide for the width of paper 2 Load the documents face up with their tops into the Automatic Document Feeder 20 DocuMate 3640 User s Guide Loading Documents to Scan 3 Toscana one sided document press the Simplex button To scan a two sided document press the Duplex button 4 Ascan progress window opens and the image s are sent to the selected destination in the One Touch software DocuMate 3640 21 User s Guide Loading Documents to Scan Scan from the Flatbed Glass Use the Flatbed glass to scan documents on light weight paper such as credit card receipts or items that cannot be scanned with the Automatic Document Feeder such as pages in a book or plastic cards NOTE You must remove any pages from the Automatic Document Feeder before scanning from the Flatbed glass If pages are in the Automatic Document Feeder they will be scanned instead of the page on the Flatbed glass To scan from the Flatbed glass 1 Remove any pages from the Automatic Document Feeder 2 Open the scanner lid and place the page on the scanner glass face down 3 Align the paper with the arrows on the scanner for the size
110. t in folders by type CD burner options Show message when ready to burn 5 CD 700 MB Storage location C Users Public Documents Documents transferred to the Burn to CD link are waiting to be written to CD Burn to cD 1 Click the Storage Layout options you want All documents are in the root The scanned documents are saved in the root of the folder specified in the Storage Location Documents are put into folders by month week or type Folders are created based on your selection month week or type and the scanned documents are saved in those folders New folders are created for each month and week so you can keep track of when you scanned the documents Click the Browse button to specify the location to store the scanned documents 3 If you have a CD burner attached to your computer the option Show message when ready to burn 5 CD 700 MB should also be selected so you will see a message when it s time to click the Burn to CD button 4 Click OK on the Link Properties window 50 DocuMate 3640 User s Guide Scanning From One Touch eMail Properties These properties apply to email applications so you can specify the folder for documents that you will attach to an email message Microsoft Outlook will accept direct attachment of documents to a blank email message as soon as scanning is finished but other email applications may not If you re using one of those applications
111. tent possible under the law Cancel Back 2 Click Next 3 On the Xerox License Agreement window read the license agreement If you accept the terms select Agree then click Next If you choose not to accept the license agreement the installation will terminate and the scanner driver will not be installed 4 The next window lists the choices of the drivers that you can install for your scanner Scanner Software Options Recommend Full Install which includes the TWAIN S15 and Windows Driver Full Install TWAIN SIS and Windows Driver O TWAIN only E IS15 only D Windows Driver only 5 Select the option that you want then click on Next e Full Install TWAIN ISIS and Windows Driver This is the recommended installation It installs all of the scanner drivers so that you can scan from any TWAIN and ISIS scanning application or from One Touch when the application is installed DocuMate 3640 7 User s Guide Installation e TWAIN only The TWAIN driver is installed and you can scan from TWAIN scanning applications or from One Touch when the application is installed e ISIS Only tThe ISIS driver is installed and you can scan from ISIS scanning applications or from One Touch when the application is installed e Windows Driver Only The Windows Driver is installed and you can scan from One Touch only when the application is installed NOTE If you are using Windows version XP or later the
112. the scanned image to a printer fax application or other device You use the options on the Device Settings tab to select settings for the device 1 Click on the Device Settings tab Scan Settings Page Settings Device Settings Advanced Settings Page options D Fit to page reduce image if necessary Actual size crop image if necessary F Center image on page Maintain aspect rato F AutoRotate image for best fit Collate copies Copies 1 Advanced Cance _ Ay 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 image 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 th
113. the two areas on the front and back of the page e Straighten Select this option to let the scanner automatically determine if a page is skewed then straighten its image The scanner detects page edges and can sense when the page is fed through at an angle However if the page is fed through at too great of an angle the image may not straighten correctly In that case re scan the page using the paper guides to feed the paper in straight e Double Feed Detection Selecting this option turns on the scanner hardware feature that detects when multiple pages feed through the scanner at one time Abort scanning stops and all pages scanned in this batch up to this point will be deleted Prompt you will be prompted to remove the pages in the ADF restack the remaining pages and continue scanning All pages scanned before and after the double page feed are saved 74 DocuMate 3640 User s Guide Scanning from TWAIN Manually set the image size Place an item on the scanner glass and click Preview in the TWAIN interface In the previewed image click and drag a box around the area you want to scan The dotted outline shows the selected area in the image I oS You can now move or resize the outline to select the specific area you want to scan To move the dotted outline put the pointer in the selected area then click and drag the mouse To resize the selected area put the pointer on a dotted line then click and drag the mouse If
114. using WIA from Microsoft Paint 1 On the Windows taskbar click Start point to Programs point to Accessories and then click Paint 2 From the File menu choose From Scanner or Camera Page Setup Print Send Set As Background Tiled Set As Background Centered Set As Background Stretched 1 OT_Panel_DetailBtl 2 OT_Panel_Btn5 9_Storage 3 C Users OT_Panel_Btn4 8 Exit DocuMate 3640 77 User s Guide Scanning from WIA 3 The scan window opens Use this window to select scanning options and start the scan process What do you want to scan Paper source Document Feeder X Select an option below for the type of picture you want to scan Color picture 5 Grayscale picture Black and white picture or text gen Custom Settings You can also Adjust the quality of the scanned picture Page size Legal 8 5x 14 inches 216x 356 v 4 Click on the color mode appropriate for the item you are scanning 5 Place a document in the scanner 6 Click on the Scan button in the WIA interface The scanner starts scanning 7 The scanned image will appear in Microsoft Paint or other WIA application you re using Untitled Paint File Edit View Image Colors Help Co CI g BREESE SESE Litt E EE For Help click Help Topics on the Help Menu NOTE Windows Vista and Windows 7 have advanced options available for scanning with the WIA interface Scanning from
115. utomatic Document Feeder cover Feed roller DocuMate 3640 85 User s Guide Maintenance 4 Locate the Free rollers in the underside of the ADF door Wipe the Free rollers from side to side Rotate the rollers downward to clean the entire surface of each roller 86 DocuMate 3640 User s Guide Maintenance Cleaning the Scanner Glass Scanning items that have excessive amounts of dirt or dust may dirty the glass To ensure the best quality scanned item wipe the scanner glass with a soft clean cloth to rid the glass of dust or other debris If there is any residue on the glass that does not remove with a soft dry cloth try dampening the cloth with Isopropyl rubbing alcohol NOTE If lines are appearing in scans from the ADF but not from the flatbed make sure you have cleaned the area of the flatbed glass that the ADF scans against This area is at one side of the glass and has a white reference frame This is the area of the glass where images are captured as paper is pulled through the ADF during scanning DocuMate 3640 87 User s Guide Maintenance Replacing the ADF Pad Assembly The ADF pad may wear out and is designed to be a user replaceable part Problems with documents feeding into the ADF is an indication that the pad is wearing thin See the Xerox DocuMate 3640 Parts List on page 99 for ordering information To replace the ADF Pad assembly 1 Lift the ADF cover release on the top of the
116. window read the license agreement If you accept the terms select Agree then click Next If you choose not to accept the license agreement the installation will terminate and One Touch will not be installed 3 Click Close on the Installation Complete window to close and exit the software installer Installation Complete OneTouch 4 0 has been successfully installed Click Close to exit Cancel If you selected other software to install from the DVD such as Nuance PaperPort the installation for that software will automatically start after you click Close on the Installation Complete window Follow the instructions on screen to install each application you selected 12 DocuMate 3640 User s Guide Installation Step 4 Register Your Scanner Registering your scanner is important as it provides you with access to our free telephone support service Registration also gives you free access to software updates for your scanner To register your scanner You will need an active internet connection to register your scanner If you do not have internet access you can contact our customer service department to register the scanner Please refer to the Technical Support Card that you received with the scanner for our customer service contact information 1 Open an Internet Explorer window or any other internet browser you have installed on your computer In the web address field type www xeroxscanners com Press Enter o
117. y for editing in a PDF editing program ro 4 Click OK or Apply on the One Touch Properties window aa Detailed information about these text file formats and instructions for setting up the OCR options are in the One Touch OmniPage Mini Guide located on the installation disc in the User Guides section Selecting Options for One Touch The One Touch Options determine the types of Destination Applications available for scanning as well as additional options for scanning To select options 1 Open the One Touch Properties window and click the Options tab Multi Function Options o Select Button Scan ka O Show all destinations Select destinations F Document management E Email E Image editors i e Paint F Storage and CD R W E Text editing applications i e Word Fax and Print E POF applications E STI event forwarding Show progress window Show status updates Create copies of scanned documents E Use enhanced folder browser W Instant delivery Folder copy options Location C Folders 5 Group items by button Group items by type 5 None SubFolders Group items by week Group items by month O None oes eee eee DocuMate 3640 45 User s Guide Scanning From One Touch 3 Select options as described below Show All Destinations This option selects all the Destination Application categories The list of Destination Applications available for the selected button w
118. you want to remove the selected area and start over click Remove on the Scan Info box 6 When the settings are what you want click Scan This example shows a manually selected area Auto Document Feeder Simplex z EE Color Configurations gi Custom F e Resolution 600 DPI O Brightness 0 6 Saturation 0 Color Hue 0 Degrees i Scan Size H J Color Better Quality ED Grayscale Configurations MQ Black amp White Configurations This is the image that appears on the PaperPort desktop when scanning is finished Image Size 40 6 MByte The Scan Info box shows the size and position of the area The Ruler Units The ruler around the edges of the image help you precisely position a custom sized image You can change the ruler units to suit the type of measurements you want Click the Ruler Units button The ruler units across the top and down the side of the window cycle through centimeters inches and pixels DocuMate 3640 75 User s Guide Scanning from TWAIN The Scan Info Box The following figure shows the information on the Scan Info box Tabs for each selected area Click a tab to see the information for its area Location of the top left corner of the image in the Physical size of the Preview window image to scan Image Size 98 5 MByte Size of the file of the E Free Space 56 9 GByte scanned image Curr
119. you want to store your archive documents in some other location click the Browse button to specify the new location 4 Click OK or Apply 38 DocuMate 3640 User s Guide Editing or Deleting Scan Configurations Scanning From One Touch Editing and deleting is normally for the configurations you create not for your scanner s pre set configurations NOTE Your scanner comes with a number of configurations pre set at the factory To ensure that your scanner will always have a set of correct scan configurations do not delete the pre set configurations We also recommend that you keep those configurations locked so they are not inadvertently deleted That way you will always have the factory settings available If you do delete or edit them and want to get the factory pre sets back again you will need to uninstall then re install your scanner To edit or delete a scan configuration 1 Open the One Touch Properties window 2 Select the scan configuration you want to edit or delete Multi Function OY eMail Select destination hoy Microsoft Outlook Select format m a 4 BMP TIFF JPG POF E Create single image files Select configuration E4 US Legal Duplex E 44 Document Duplex US Legal W Configure Before Scan g Color Magazine Quality US Letter Duplex Scan for Light Text aa ine Cony leat Dae e To delete the configuration click the Delete button e To edit the con

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