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Xerox DocuMate 4799 Manual

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Xerox
®
DocuMate
®
4799
One Touch 4.6
February 2011
05-0818-000
User’s Guide
Design © 2011 Xerox Corporation. All rights reserved. XEROX®, XEROX and Design® and DocuMate® are registered trademarks of
Xerox Corporation in the United States and/or other countries.
Content © 2011 Visioneer, Inc. All rights reserved. The Visioneer brand name and OneTouch® logo are registered trademarks of
Visioneer, Inc.
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Reproduction, adaptation, or translation without prior written permission is prohibited, except as allowed under the copyright laws.
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Kofax® and Virtual ReScan® are registered trademarks, and VRS™ is a trademark of Kofax Image Products, Inc.
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Incorporated in the United States and/or other countries. The Adobe PDF logo will appear in this product’s software, and full access
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trademark of Microsoft Corporation.
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Document Version: 05-0818-000 (February 2011).
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part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including
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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
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Changes are periodically made to this document. Changes, technical inaccuracies, and typographic errors will be corrected in
subsequent editions.
Xerox DocuMate 4799
User’s Guide
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Table of Contents
1Safety
Safety Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Operational Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
Electrical Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Warning - Electrical Safety Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Electrical Supply . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Disconnect Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Emergency Power Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Maintenance Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Product Safety Certification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Environmental Health and Safety Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2Welcome
What’s in the Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
The Xerox DocuMate 4799 Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3Scanner Setup
Unpack the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Install the Double Feed Prevention roller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Connect the Scanner Power Cord . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
4 Installation
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Install the Software and Connect the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Installing the Scanner Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Connect the USB Cable and Turn on the Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
User Utility Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Installing the ISIS Driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Installing One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Register Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Installing Additional Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
View the User Guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
5 Loading Documents to Scan
Items to Avoid Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Select the Paper Feeding Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Select the Paper Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
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Scanning from the Automatic Document Feeder (ADF) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Scanning Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
6 Scanning and Configuring One Touch
Default One Touch Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Scan from the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Features of the One Touch Button Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Changing the Button Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Selecting Options for One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Scan Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Scan Settings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Page Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Advanced Settings tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Redaction Settings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Create Single Image Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Image Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Text Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Configure Before Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
To Scan Using Configure Before Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Open Scanned Document(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Transfer to Storage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Setting the Folder and Options from One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Setting the Folder from Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Scanning to Multiple Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Burn to CD-ROM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Printer or Fax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
PaperPort . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
SharePoint Link Log Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
FTP Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
FTP Link Log Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
SMTP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
SMTP Link Log Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Email Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Email Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Text Editors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Text Documents Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Adding Text Editor Applications to One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Creating an HTML Web Page from Your Scanned Documents . . . . . . . . . . . . . . . . . . . . . . . 104
Still Image Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Table of Contents
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Image Editors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Image Documents Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Adding Image Editor Applications to One Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
PDF Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Send to Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Scanning to Multiple Destinations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Scanning with Job Separation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Scanning with Optical Character Recognition (OCR) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Text Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Selecting One Touch OmniPage OCR Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
The OCR Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Creating Your Own Dictionaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Editing User Dictionaries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
The Format Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
One Touch with Kofax VRS Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
The Kofax VRS Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
The Professional Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
7Scanning from TWAIN
Accessing the TWAIN Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Configurations Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Scan Settings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Document Settings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Image Enhancements Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Imprinter(s) Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
About Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
8Scanning from WIA
Scan using WIA from Microsoft Paint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Fine Tuning Your Scans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
9 Scanning from ISIS
Accessing the ISIS Interface in QuickScan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
10 Scanner Options, Maintenance and Troubleshooting
Changing the Background Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Replacing the Rollers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Replacing the Paper Feed and Separation Rollers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Replacing the Double Feed Prevention Roller . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Installing an Imprinter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Installing a Pre-Imprinter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Installing a Post-Imprinter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Installing an Ink Cartridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
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6
Adjusting the Printing Position . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
User Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Main Screen Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Scanner Error Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Setting Sleep Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Buzzer Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Shading Adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Cleaning the Outside of the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Cleaning the Inside of the Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Cleaning the ADF Rollers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Reset the Roller Count in the User Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .187
Cleaning the Scanner Glass and Background Plates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Cleaning the Paper Sensors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Cleaning the ADF Sensors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Clearing Paper Jams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Uninstalling Your Scanner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Xerox DocuMate 4799 Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Xerox DocuMate 4799 Scanner Parts List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
ARegulatory Information
Basic Regulations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
United States (FCC Regulations) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
European Union . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Other Regulations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Copy Regulations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
United States . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Other Countries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
B Compliance Information
Product Recycling & Disposal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
USA & Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
European Union . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Energy Star for the USA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Index
Xerox DocuMate 4799
User’s Guide
7
1
Safety
This chapter includes:
• Safety Introduction on page 8
• Operational Safety Information on page 9
• Electrical Information on page 10
• Emergency Power Off on page 11
• Maintenance Information on page 12
• Product Safety Certification on page 13
• Environmental Health and Safety Contacts on page 14
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8
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 include the addition of new functions or connection of
external devices, may impact the product certification. Please contact your Xerox representative for
more information.
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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
times:
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 where people might step on or trip on the power cord.
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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
• 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 local power company for advice.
• 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.
• 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.
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Emergency Power Off
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.
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Maintenance Information
1. Any operator product maintenance procedures will be described in the user documentation
supplied with the product.
2. Do not carry out any maintenance on this product which is not described in the customer
documentation.
3. 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.
4. Use supplies and cleaning materials only as directed in this manual.
5. Do not remove covers or guards that are fastened with screws. There are no parts behind these
covers that you can maintain or service.
6. 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.
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Product Safety Certification
This product is certified by the following Agency using the Safety standards listed:
Agency Standard
Underwriters Laboratories Inc. UL60950-1 (USA)
CSA 22.2 No. 60950-1 (Canada)
TUV IEC 60950-1
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Environmental Health and Safety Contacts
Contact Information
For more information on Environment, Health, and Safety in relation to this Xerox product and supplies,
please contact the following customer help lines:
USA & Canada: 1-800-828-6571
Europe: +44 1707 353 434
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User’s Guide
15
2
Welcome
This chapter includes:
• What’s in the Box on page 16
• System Requirements on page 17
• Documentation on page 18
• The Xerox DocuMate 4799 Scanner on page 19
Your new Xerox scanner can quickly scan stacks of single-sided or double-sided pages and place their
electronic images on your computer.
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User’s Guide
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What’s in the Box
Before proceeding, check the contents of the box. If items are missing or damaged, contact the dealer
where you purchased the scanner.
Xerox DocuMate 4799
Scanner
Double Feed
Prevention Roller
Blower Brush
Quick Install Guide
Roller Cleaning Paper
Power Cord
Tech nical S upport Ca rd
USB Cable
Shading paper
Windows™
Installation Disc
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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 XP (Service Pack 1 and 2), 32-bit or 64-bit
Windows Vista, or 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 XP: Minimum of 512 megabytes (MB) of internal memory (RAM)
Windows Vista and 7: Minimum of 1 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.
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Documentation
The following documentation is provided with your scanner:
• Quick Install Guide—Abbreviated installation instructions.
• Scanner User’s Guide—On the Installation Disc; contains detailed installation, scanning,
configuration, and maintenance information.
• Scanner Readme—On the Installation Disc; contains the latest information about your scanner
and software installation.
• PaperPort User’s Guide—On the Installation Disc; contains detailed feature and configuration
information for the PaperPort software.
• OmniPage User’s Guide—On the Installation Disc; contains detailed feature and configuration
information for the OmniPage software.
• Virtual ReScan User’s Guide—On the Installation Disc; contains detailed feature and
configuration information for the VRS software.
• QuickScan User’s Guide—On the Installation Disc; contains detailed feature and configuration
information for the QuickScan software.
• Online Help—For the scanner configuration, TWAIN and WIA interfaces.
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The Xerox DocuMate 4799 Scanner
Exit tray—Where the documents are exited out of the scanner. Flip up an exit stopper to keep
documents in the exit tray. Exit extension pulls out to support various document lengths.
Pre-Imprinter door—Lift the output tray to access the pre-imprinter compartment.
Control panel—Scanner hardware controls.
• Hopper—Press the up or down arrow to manually adjust the height of the input tray level to
match the height of the document stack.
• ADF—Changes the scanner between automatic document feeding and manual document
feeding.
• Thickness—Press to change the roller position to match the paper thickness of the documents
being scanned.
• Start/Stop—Press to start scanning. Pressing the button while scanning is in progress stops the
scan.
ADF cover release—Pull to open the Automatic Document Feeder.
3
Pre-Imprinter
door
Control panelExit tray ADF cover
release
Paper guides
41
5
2
Power switch Post-Imprinter
door
Hopper input
tray
8
6
7
1
2
3
4
5
6
7
8
9
10
11
10 119
Straight path
door
Power jack USB port
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User’s Guide
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Paper guides—Guides adjust to support various document widths.
Hopper input tray—Holds the documents in the Automatic Document Feeder for scanning.
Power switch—Turns the scanner’s power on or off.
Post-Imprinter door—Open to access the post-imprinter compartment.
Straight path door—Lower this door to feed very thick pages straight through the scanner.
Power jack—Connects the power cord to the scanner.
Universal Serial Bus (USB) port—Connects the scanner to the computer.
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3
Scanner Setup
This chapter includes:
• Unpack the Scanner on page 22
• Install the Double Feed Prevention roller on page 23
• Connect the Scanner Power Cord on page 25
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Unpack the Scanner
Use care when unpacking, moving and assembling the scanner. Follow these instructions to prevent
injury and damage to the scanner.
1. Remove the scanner from the shipping box, verify all parts listed on page 16 are in the box.
We recommend that you keep the original packing materials in case you need them later.
2. Always have at least two people carry the scanner, lifting the scanner up
from underneath.
3. Use a desk or table that can support the weight of the scanner, do not
place the scanner on a cloth covered surface.
4. Place the scanner on a level surface near the computer.
Keep at least 15 inches of space on every side of the scanner for the input
and exit tray extensions, performing maintenance, and to have sufficient
air flow for ventilation.
5. Remove all shipping tape from the top and side of the scanner.
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Install the Double Feed Prevention roller
1. Pull on the scanner cover release and lift the lid to open the scanner.
2. Flip open the double feed prevention roller cover.
3. Align the roller bar with the brackets in the roller compartment. Make sure the groove on the right
side of the roller bar is aligned so that it slides in place into the U shape of the bracket.
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4. The roller is properly in place when you cannot rotate the metal bar of the roller.
5. Close the double feed prevention roller cover when you are finished.
6. Close the scanner when you are finished.
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Connect the Scanner Power Cord
1. Select the appropriate power cord for your country.
2. Plug the power cord into the scanner and into a wall outlet.
Note: Do not turn on the scanner until after you install the software.
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Xerox DocuMate 4799
User’s Guide
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4
Installation
This chapter includes:
• Before You Begin on page 28
• Install the Software and Connect the Scanner on page 29
• Register Your Scanner on page 37
• Installing Additional Applications on page 38
• View the User Guides on page 40
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Before You Begin
Please make sure of the following before you begin installation:
• If you are prompted to reboot during installation, please select "No". Finish installing the rest of
the software, then close all open windows and reboot your computer.
• Once you have plugged in your scanner, you may be notified that Windows needs to install driver
software for your scanner. If so, click on "Locate and install driver software (recommended)" and
follow any resulting instructions.
• 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.
• 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.
• If 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.
• If your computer is running Windows Vista or Windows 7, you may see the Windows User Account
Control screen asking you to confirm system changes. Click the Continue button to allow the
installation to proceed.
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User’s Guide
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Install the Software and Connect the Scanner
The installation disc contains the necessary driver, and scanning software, to use your Xerox scanner.
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:
• Make sure the disc drive’s door is completely shut.
• Make sure the disc was inserted in the drive in the proper direction (label side up).
To launch the disc manually:
• Open the Windows options for your computer’s disc drives.
• Double-click the icon for your DVD-ROM drive.
• The Installation menu for the disc should now open.
If the menu does not open:
• From the list of files on the disc, double-click the file named frontend.exe.
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5. On the Main Menu, select Install Products.
6. Leave the default selections and click Install Now.
You cannot deselect the TWAIN and Windows Driver as they are required for the scanner to work.
Note: The software provided with your scanner may differ slightly from the list shown in the window.
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Installing the Scanner Driver
The TWAIN and Windows Driver installation will start first.
1. Click Next on the Welcome window.
2. On the Xerox License Agreement window, read the license agreement. If you accept the terms,
select I 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.
3. Click Next on the screen asking you to confirm the scanner installation.
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4. Click Yes if you see a User Account Control screen from Windows.
5. 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.
Note: If you do not see this on-screen diagram for connecting the scanner, stop and follow the
instructions below.
Connect the USB Cable and Turn on the Power
1. Remove any tape from the USB cable.
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2. Plug the USB cable into the USB port on the scanner then into a USB port on the computer.
If the plug does not attach easily, make sure that you are plugging it in correctly. Do not force the
plug into either connection.
3. Press the Power button on the control panel.
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 version
XP or later, you will see a message similar to the one below.
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4. When you’re certain that the software has completely loaded, return to the “Complete the
installation by connecting your hardware” window.
5. Click OK to complete the installation process.
6. Click Close on the Installation Complete window to close and exit the driver installer.
User Utility Installation
The User Utility installation will automatically start after you close the TWAIN installation. The User
Utility is a software diagnostic and maintenance software that you can use for monitoring your
scanner hardware.
1. On the Xerox User Utility License Agreement window, read the license agreement. If you accept
the terms, select Yes to accept the agreement and continue with the installation.
If you choose not to accept the license agreement, the installation will terminate and the User
Utility will not be installed.
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2. The next screen lets you choose where the installation files are going to be on your computer. Click
on Browse... to change the location where the files are installed.
We recommend that you keep the default options on this window and just click on Next to
proceed with the installation.
3. The next screen lets you change the Program Files folder name and where the program appears in
your Windows Start Programs list.
The default options on this window will put the shortcut icon in your Windows All Programs list in
the Xerox folder. We recommend that you keep the default options on this window and just click
on Next to proceed with the installation.
4. Click on Finish on the Installation Complete window to close the installation window.
5. A shortcut icon for the User Utility will be on your Windows desktop and in the Windows Start All
Programs menu.
Installing the ISIS Driver
This driver is required for EMC Captiva QuickScan to work properly.
1. You will first be prompted to select a language for the ISIS driver. The language selection on this
screen only applies to the ISIS scanning interface.
Select the language you want to use then click on Next.
2. Click on Next in the ISIS Installation Welcome window.
3. Click on Install to begin the ISIS driver installation.
4. Click on Finish to close the ISIS installation complete window.
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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 Setup Wizard.
2. On the Visioneer License Agreement window, read the license agreement. If you accept the terms,
select I 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.
If you selected other software to install from the DVD 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.
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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.
2. In the web address field type www.xeroxscanners.com.
3. Press Enter on your computer’s keyboard or click the option on screen to go to the web address.
4. When the Xerox scanners web page loads click on Register Your Product.
5. Fill in the registration form, all required fields have an asterisk (*).
6. You will be asked to enter the serial number for the scanner, it is located on the back or underside
of the scanner.
7. After filling in the form, click on Submit Your Registration to complete the registration.
Note: A valid email address is required for registration.
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Installing Additional Applications
Your scanner includes free, additional applications as described in the table below.
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.
3. Follow the instructions on the screen to install each of the additional applications.
Software About the Software
Adobe
®
Reader
®
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.
Nuance
OmniPage
®
Pro
OmniPage Pro provides precision OCR analysis, advanced layout detection, and
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.
EMC Captiva
QuickScan™
QuickScan is a stand-alone, out-of-the-box imaging solution that provides all the
necessary capabilities for high-speed scanning, image enhancement, viewing,
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.
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Kofax®
Virtual ReScan® (VRS™)
Kofax VRS automatically enhances scanned documents from less than perfect
originals. It is an additional scanning interface that uses patented VRS
(Virtual ReScan) technology, and ensures your scanning is as efficient and easy as
possible, while also improving the quality of the scanned images. Kofax VRS uses an
ISIS-certified driver for scanning. This software provides an additional 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 install it with your Xerox
DocuMate scanner.
Software About the Software
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View the User Guides
1. Return to the disc’s Main Menu and click on User Guides.
The User Guides are in Adobe® PDF format. If you need to, click Install Adobe Reader to install it
now. Follow the instructions 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.
2. Click on View scanner documentation to access the scanner user guide.
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 guide 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
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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.
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 4799 is ready to scan.
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5
Loading Documents to
Scan
This chapter includes:
• Items to Avoid Scanning on page 44
• Select the Paper Feeding Options on page 45
• Select the Paper Path on page 46
• Scanning from the Automatic Document Feeder (ADF) on page 47
• Scanning Interfaces on page 49
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. Staples and paper clips can jam the feed mechanism and scratch the internal
components. Also remove any labels, stickers, or Post-It™ notes that may come off during the
scanning process and get stuck in the scanner. Misuse as described here will void your scanner’s
warranty.
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Items to Avoid Scanning
The following types of documents can cause multiple-page feeding, paper jams, or damage to the
scanner.
• Plastic items such as credit cards, identification cards, overhead projector sheets, film, and cloth or
metallic sheets.
• Photographs or other coated paper as the coating can flake off during the scan process.
• Documents with wet ink, correction fluid, or carbon paper that can leave residue inside the
scanner.
• Torn, damaged, wrinkled or perforated paper.
• Lightweight paper such as carbon-less paper or tracing paper.
• Irregular paper such as extremely thick card-stock paper, cardboard backing, documents that are
glued together, paper with tabs, paper with glue residue, extremely smooth or glossy paper, and
thermal or heat sensitive paper.
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Select the Paper Feeding Options
There are paper feed options that you can adjust using the scanner control panel. Adjust these options
based on the type of documents you are scanning.
Hopper—the up and down arrows adjust the height of the input tray based on
the amount of paper in the input tray. There are 3 options for the input tray
level, which match the document options in the input tray for 100, 200, or 300
page stacks. The scanner will automatically raise the tray during scanning, but if
you regularly scan small batches of paper, you may want to keep the input tray
higher to save time adjusting the height automatically while scanning.
ADF—this button changes the scanner from automatic feeding (first option) to
manual feeding (second option). When automatic feeding is selected, the
scanner automatically raises the input tray during scanning. When manual
feeding is selected, the input tray is raised to the top for feeding one page, or
stacks of very few pages, at a time. This raises the input tray above the 100
page height that is adjustable with the hopper position arrows. When you are
using a scanning interface with a manual feed mode option, switch the scanner
to manual feed mode as well.
Thickness—this option adjusts how close the rollers are to each other. Tap this button to cycle through
the options and select the option that matches the thickness of the paper you are scanning.
Paper thickness
LED
indicator
Type of paper
Thin
20-50 g/m
2
(5 ~ 13 lbs.)
When you are scanning thin paper or paper with a textured
surface, such as NCR paper.
Normal
50-157 g/m
2
(13 ~ 42 lbs.)
When you are scanning normal printer/copier paper.
Thick
157-209 g/m
2
(42 ~ 56 lbs.)
When you are scanning thick paper or paper with a smooth
surface, such as card stock.
Auto
20-157 g/m
2
(5-42 lbs.)
When scanning a stack of documents of mixed paper thickness.
When this option is selected the scanning speed may be reduced
as the scanner auto-adjusts to the document type detected.
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Select the Paper Path
Scanned documents can be exited to the output tray in the front of the scanner or to the straight path
tray in the back of the scanner. The paper path is automatically switched when the straight path is
opened or closed.
Note: follow these guidelines when using the straight path tray.
• Use the straight path tray when you have set the paper thickness level to thick and documents
being scanned are from 0.2-0.6mm (7.9x23.6 mils).
• Make sure there is enough space in the back of the scanner for the paper to exit.
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Scanning from the Automatic Document Feeder
(ADF)
1. Prepare the pages before loading them into the scanner, this helps to prevent multiple-page
feeding and paper jams.
• If the edges of the paper are curled or folded, flatten them as much as possible.
• Fan the edges of the paper to make sure none of the pages are stuck together.
2. Adjust the paper guide for the width of paper, and make sure the input and output trays are fully
extended.
Flip up the paper stop to make sure the paper stays in the output area as they are exited from the
scanner.
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3. Load the documents face up with their tops into the Automatic Document Feeder.
The stack of pages should not exceed the maximum height indicated on the input tray.
4. You can now scan the documents using the scanner buttons, One Touch, or one of the other
scanning interfaces.
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Scanning Interfaces
If you selected the recommended installation, then you have several different options to scan with
your Xerox DocuMate 4799 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 Start/Stop button on the scanner, the documents are scanned
using the scans settings for the first One Touch scan function. See Scanning and Configuring
One Touch on page 51.
• One Touch Button Panel—Use this scan option when you want to scan from the computer
screen. Scanning from the on-screen One Touch Button Panel is the same as selecting a scanning
option on the scanner, except you click an icon that represents the function. See Scan from the
One Touch Button Panel on page 54.
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• 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 139.
• Windows Image Acquisition (WIA)—This option uses the Microsoft Windows set of choices for
scanning. Select the WIA scan settings, put the document in the scanner, then click the Scan
button in the WIA window. See Scanning from WIA on page 157.
• 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 161.
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6
Scanning and
Configuring One Touch
This chapter includes:
• Default One Touch Settings on page 53
• Scan from the One Touch Button Panel on page 54
• Changing the Button Settings on page 56
• Selecting Options for One Touch on page 58
• Scan Configurations on page 61
• File Formats on page 69
• Configure Before Scan on page 74
• Open Scanned Document(s) on page 76
• Transfer to Storage on page 77
• Burn to CD-ROM on page 83
• Printer or Fax on page 85
• PaperPort on page 87
• SharePoint on page 89
• FTP Transfer on page 92
• SMTP on page 95
• Email Applications on page 98
• Text Editors on page 100
• Still Image Client on page 105
• Image Editors on page 107
• PDF Applications on page 110
• Send to Application on page 113
• Scanning to Multiple Destinations on page 116
• Scanning with Job Separation on page 119
• Scanning with Optical Character Recognition (OCR) on page 122
• Selecting One Touch OmniPage OCR Options on page 126
• One Touch with Kofax VRS Technology on page 135
Based on the recommended full installation of the scanner driver and the Visioneer One Touch
software, One Touch is your main scanning interface for using the scanner.
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Pressing the Start/Stop button on the scanner scans the documents using the settings for the
One Touch function #1. Please note that pressing the Start/Stop button on the scanner always scans
the documents in duplex, even if the One Touch software is not set to scan in duplex mode. All other
settings in the One Touch software for that function are retained when scanning using Start/Stop.
The One Touch Button Panel, that you see on the computer screen, shows the pre-set function for each
button (such as Email) and the icon of the destination (called the Destination Application) where the
images will be sent when scanning is finished.
The One Touch button panel shows which application
the button is configured to send images to.
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Default One Touch Settings
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. The
button names, such as Email or Copy, indicate the original factory settings for a button. You can
change any of these settings. Please see Changing the Button Settings on page 56 for instructions.
For example, the Email button is set up to scan documents then immediately attach them to a
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
software application.
A question mark for a button means your computer does not have the appropriate software or
hardware for the initial factory settings.
If OmniPage or the One Touch OmniPage Module is not installed, then the options for sending
to word processing applications such as Microsoft Word will not be available.
Note: The default page size in each configuration is based on your computer’s Windows
Measurement system selection of U.S. (United States) or Metric units.
• If U.S. 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”.
• 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.
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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 into the scanner.
2. Click on the One Touch icon in the Windows notification area (at the lower right corner of the
screen.)
3. The One Touch Button Panel opens.
4. Click the button you want to use to scan.
5. The scanner starts scanning and the image is sent to the selected destination for the One Touch
button you are using to scan.
Features 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.
One Touch Icon
The Detail View The Hardware View
The Button View
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The Title Bar
• Green arrows—click to cycle through the panel’s 3 views.
• Scanner icon—click to open the scanner’s hardware properties.
• Red “X”—click to close the One Touch panel.
The Button View
• Left-click on a Destination Application icon to start scanning.
• Right-click on a Destination Application icon to open the One Touch Properties.
• Left-click on the arrow buttons, on the right side of the panel, to view the rest of the One Touch
buttons.
The Detail View
• Left-click on a Destination Application icon to start scanning.
• Right-click on a Destination Application icon to open the One Touch Properties.
• Single-click on the detailed information to open the One Touch Properties.
The Hardware View
• Left-click on the scanner icon to return to the Button view.
• Right-click on the scanner icon to open the scanner’s hardware properties.
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Changing the Button Settings
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.
The One Touch Properties window will also open when you press, hold down for 3 seconds, and
release a scanner button.
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.
4. Select the destination you want One Touch to send the scanned image to in the Select
destination list.
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.
5. Select a file format in the Select format panel.
The formats are based on the type of Destination Application you select. The icon names indicate
their file types. See File Formats on page 69 for more information about the available formats.
Right-click on a button (for example
the Scan button) and the Properties
window opens for that button.
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.
Select a
configuration for
scanning the item.
Select a file format
for your scanned
images.
Scanner button
configuration tab
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6. Select a scanning configuration in the Select configuration list.
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. Refer to Scan Configurations on page 61 and Configure
Before Scan on page 74 for instructions on creating and modifying scan configurations.
7. Click on OK to save the changes.
8. Place an item in the scanner and click the One Touch button to start scanning.
The scanner scans and sends the image to the selected destination, with the file format and scan
configuration you specified.
Properties button—Displays a window for selecting properties for a destination. This button is
disabled if the selected destination application does not have global configuration properties.
Refresh button—Updates the links between all your computer’s Destination Applications and
One Touch. 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.
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.
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.
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Selecting Options for One Touch
Use the Options Tab to configure how One Touch works with the selected button, such as which
destinations are available, or what the file name should be.
Select Button—Click the down arrow and select the button for which you want to modify the settings
from the list. The options you choose in this window only apply to the button you select in this list.
Show All Destinations—This option selects all of the Destination Application categories. The list of
Destination Applications available for the selected button will 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.
Destination Categories:
• Document Management includes Nuance PaperPort and other applications for processing and
keeping track of your scanned documents. This category includes the Send to Application and
Open Scanned Document(s) destinations.
• Image Editors include Microsoft Paint and other drawing and graphics applications.
• 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.
• PDF applications are for viewing and/or editing Adobe PDF files.
• Email includes Microsoft Outlook and other email applications, as well as the SMTP destination
which allows you to scan directly to the SMTP server without opening an email client application.
• Storage and CD-R/W is for scanning directly to a folder on the computer, server, FTP server,
SharePoint site, or to the Windows CD temp directory for burning the files to a CD.
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• Fax and Print is for sending your scanned documents directly to your printer or fax software.
• 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.
Enable scanning to multiple destinations—select this option to allow for multiple destinations to be
selected, in the destination list, on the One Touch configuration tab. This feature allows you to scan
one time while distributing the file to multiple destinations. Please refer to Scanning to Multiple
Destinations on page 116.
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.
Show Progress Window—select this option to display the progress window of the document(s) during
scanning.
Use job separator when scanning multiple pages—select this option to have the scanner separate
multiple page scan jobs into separate files when scanning is complete.
• When a blank page is detected—select this option to have a new file created each time a blank
page is detected in the stack of pages being scanned. Note that when scanning Duplex, both sides
of the page must be blank.
• When the number of images reaches—select this option, and input a number in the box, to have
a new file created each time the number of images scanned reaches the number you input in this
field. Note that when scanning Duplex, the number of images detected is twice the number of
pages scanned. For example, if you input “5” in the field, and scan 10 pages, 20 images are
captured, and you will get 4 separate files with 5 images in each file.
Please refer to Scanning with Job Separation on page 119 for detailed information about scanning
with job separation, and how it works with other options in One Touch.
Use custom file naming—Select this option to enable the input field so that you can specify the file
name for your scanned document(s). You can specify a different file name for each One Touch button.
When this option is not select, the file name is automatically generated by One Touch for all scans.
• The preview area, to the right of the Use custom file naming text, shows an example of the
filename as you type into the input field and/or select token options from the list.
• Type the file name you want into the input field. Note that you cannot input these characters in a
file name: \ / : * ? “ < > |
When inputting a file name, the file name must be unique, otherwise every scan created would
overwrite the previous scan. The menu to the right of the input field contains a list of tokens you
can select to create unique file names. These tokens include counting numbers, date and time
values, number of pages scanned, and so on. If the button name is not unique, you will see an on-
screen notification that a {BatchID} and/or {#b} will be inserted into the name.
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• Click the down arrow and selected a token value from the list, then click the arrow button to add
that value to the file name field. The token values are:
{FN}—inserts the scanner name.
{#b}—inserts the image number without adding zero (1).
{#03b}—inserts a 3-digit image number in the scan batch (001).
{D}—inserts the numeric day of the month without a zero added to single-digit days (4).
{DD}—inserts the numeric day of the month with a zero added to single-digit days (04).
{DDD}—inserts the abbreviated 3-letter day (Mon).
{DDDD}—inserts the full name of the day (Monday).
{M}—inserts the numeric month without a zero added to single-digit months (8).
{MM}—inserts the numeric month with a zero added to single-digit months (08).
{MMM}—inserts the abbreviated 3-letter month (Aug).
{MMMM}—inserts the full name of the month (August).
{YY}—inserts the two-digit year (97).
{YYYY}—inserts the four-digit year (1997).
{h}—inserts the 12-hour clock hour without a zero added to single-digit time values (2).
{hh}—inserts the 12-hour clock hour with a zero added to single-digit time values (02).
{H}—inserts the 24-hour clock hour without a zero added to single-digit time values (2).
{HH}—inserts the 24-hour clock hour with a zero added to single-digit time values (02).
{m}—inserts the minute without a zero added to single-digit time values (7).
{mm}—inserts the minute with a zero added to single-digit time values (07).
{s}—inserts the second without zero added to single-digit time values (9).
{ss}—inserts the second with zero added to single-digit time values (09).
{User}—inserts the user name.
{Mach}—inserts the computer name.
{Dest}—inserts the destination application name.
{Bttn}—inserts the button name.
{Mode}—inserts the scan color mode.
{Size}—inserts the page size.
{BatchID}—inserts a unique batch identification number.
Technical Note
Some destination application links, such as the NewSoft Presto! BizCard software, require a specific
filename format for the images that have been sent to the link to open correctly in the application. For
example, when scanning duplex, if the image token {#03b} is not included in the filename, then each
image sent will be regarded as a separate scan, and instead of one file with 2 pages you will have 2
files. As each destination application link is different, there is no standard filename type you can create
to use for all destinations. If you scan and the images are not grouped in the file(s) as needed, try
deselecting “Use custom file naming” and then scan again.
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Scan Configurations
The scan configurations are where you select the scanning resolution, brightness, mode (color,
black&white, or grayscale), and a number of other settings. To see a selected scan configuration’s
settings, click its icon. Click the icon again to close the detailed information.
Note: Use Configure Before Scan if you want to set the options manually before scanning. See
Configure Before Scan on page 74.
Create a new configuration:
• Click the New button to create a new configuration starting with the One Touch default
configuration settings.
• Select a configuration in the list, then click on the Copy button to create a new configuration
starting with the settings of the currently selected configuration.
Edit or delete a configuration:
Select the scan configuration you want to edit or delete.
• To delete the configuration, click the Delete button.
• To edit the configuration, click the Edit button.
Edit the settings and click OK.
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.
Click the icon of a
selected configuration
to view its settings.
Select the scan configuration
to edit or delete. It must be
unlocked, as indicated by not
having a lock displayed here.
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In the Scan Configuration Properties window, the Scan Settings, Page Settings, Advanced Settings,
and Redaction Settings tabs are always available. When the Kofax VRS module is installed, the VRS
Settings tab will also be available for all destinations.
Based on the selected destination, additional settings tabs may also be available. If you see one of
these additional settings tabs please refer to the appropriate section, as listed below, for instructions
on configuring these destination specific options.
•Use the Storage Options tab to choose the storage folder for scans sent to the Transfer to
Storage destination, as described on page 77.
•Use the Device Settings tab to configure Printer or Fax destinations, as described on page 85.
•Use the PaperPort tab to choose the destination folder, in the Nuance PaperPort application, as
described on page 87.
•Use the SharePoint tab to specify a SharePoint site, user credentials, and destination folder, as
described on page 89.
•Use the FTP Settings tab to specify an FTP site, user credentials, and destination folder, as
described on page 92.
•Use the SMTP Configuration tab to specify an SMTP server, user credentials, and destination
email address, as described on page 95.
Scan Settings Tab
On the Scan Configuration Properties dialog box, type a name.
Mode—Select a scanning mode:
• Black&White to scan in black and white. For example, letters and memos are usually scanned in
black and white.
• Grayscale to scan items such as documents containing drawings or black and white photographs.
• 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.
If the configuration is
locked, click the lock
to unlock it. The icon
becomes a key.
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.
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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.
Key and Lock icon—If you want to lock the configuration, click the key icon to change it from a Key to
a Lock.
Page Settings tab
The options on the Page Settings tab will be available based on either the selected color mode (Black &
White, Grayscale, or Color), or based on whether or not the scanner hardware supports the feature.
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—It is indicated in the feature description if there is a software or
hardware dependency for the option to be available.
• Duplex—Scan both sides of the page. This option is only available if the scanner supports this
feature.
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.
• AutoCrop to original—Select this option to let the scanner automatically determine the size of
the item being scanned. This option is only available if the scanner supports this feature.
Always use the paper guides on the scanner so the page is not skewed. Skewed pages may not
crop properly.
Click the name to
toggle between inches
and millimeters.
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• Reduce moiré patterns—Moiré patterns are wavy, rippled lines that sometimes appear on the
scanned images of photographs or illustrations, particularly newspaper and magazine
illustrations. Selecting Reduce moiré patterns will limit or eliminate moiré patterns in the scanned
image. This option is only available when scanning in Color or Grayscale at lower resolutions, and
when the scanner supports this feature.
• Straighten image—Select this option to let the scanner automatically determine if a page is
skewed, then straighten its image. This option is only available if the scanner supports this feature.
If you are scanning using an Automatic Document Feeder, and 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.
• Autorotate 90—Select this option to rotate the scanned image 90 degrees clockwise when
scanning is finished. Typically, you might use this option if the pages you are scanning pages that
are printed in landscape, such as financial spreadsheet data. This option is only available if the
scanner supports this feature.
• Invert image—Only available for Black&White Mode, this option reverses the black and whites of
an image.
• Skip blank originals—Select this option to have the scanner detect if a blank page has been fed
through the scanner, and remove it from the final file. Typically you might use this option when
scanning a stack of two-sided pages which have a number of blank sides.
Sensitivity—You can adjust the sensitivity level of the blank image detection. For instance, if you
are scanning double-sided light-weight paper, the scanner may not detect a blank side as text or
images, from the opposite side of the page, may appear in the scanned image. In that case, lower
the sensitivity level for more accurate results.
Note that when the Options tab feature Use job separator in multi-page batch is enabled, and
the option selected is When a blank page is detected, the sensitivity level for Skip Blank Originals
is the sensitivity level that will be used when both features are enabled.
Note that when the feature Use job separator in multi-page batch is enabled, and the option
selected is When the number of images reaches, the blank originals are discarded before the
images are counted. For example, if you scan 3 pages in duplex mode, each side of the page is
counted as an image and the total number of images is 6. When Skip Blank Originals is enabled,
and 2 of the 3 pages in the stack are blank on one side, the total number of images counted is 4
not 6.
Original Image Inverted Image
Xerox DocuMate 4799
User’s Guide
65
• 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 & White or Grayscale scanning modes.
• Double Feed Detection—Selecting this option turns on the scanner hardware feature that
detects when multiple pages feed through the scanner at one time. This option is only available if
the scanner supports this feature.
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.
Advanced Settings tab
Use the Advanced Settings tab to set color correction options for Color or Grayscale scanning. 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.
• Color saturation—the strength or purity of a color. This option is only available when the selected
scan mode is Color.
• 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 saturation, 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.
The original with a red
watermark over black text.
The scanned item with the
red filtered out.
Xerox DocuMate 4799
User’s Guide
66
Redaction Settings Tab
Use the options on the Redaction Settings tab to remove a specified area in the scanned image.
Please refer to the technical note, at the end of this section, for information about how this setting
works with other options in the One Touch Scan Configuration you are modifying.
Enable redaction—Select this option to enable redaction when scanning. You might use this option if
you want to remove a logo or image that appears on each page that you are scanning. You can choose
what color to fill in the redacted area in the scanned image, and set multiple areas. If you are scanning
in Duplex mode, you can specify the area separately for the front and back side of the pages.
Click Add to add a line item to the area list in this window. You can redact multiple areas from the
scanned image, click the Add button again to continue adding line items to the list. Select an item in
the list then click the Remove button to remove the specified redaction area from the list.
Side—Click once on the word Front to show the Side option list. If you are using a simplex (one-sided)
scanner, only the Front option will be available. If your scanner supports duplex (two-sided) scanning,
the options Front, Back, and Both will be available in the list.
• Front—This is the Simplex side of the page. The area(s) specified for the Front will only apply to
the Simplex side of the page when scanning in Duplex. Therefore, if you scan 4 double-sided
pages, the resulting image file(s) will have redacted areas on pages 1, 3, 5, and 7.
Xerox DocuMate 4799
User’s Guide
68
Preview—This color field shows the actual color that will fill the redaction area in the final scanned
image. When scanning in color, the Preview field will match the Color field. When scanning in
Grayscale, the preview field will show the gray version of the color you selected, and that color will be in
the final scanned image. When scanning in Black&White, the preview field will display black or white
depending on the darkness of the color you selected, and the final image will have the redacted area(s)
be black or white.
Technical Note:
The options on the Page Settings tab will affect the redaction options as described below:
•On the Page Settings tab, click the name inches or mm to toggle between the two units of
measurement. When you click back on the Redaction Settings tab, the lower-right corner displays
the Paper size in the units of measurement you selected.
• Make sure the page size selected on the Page Settings tab is correct for the documents you are
scanning, otherwise the redaction may not occur in the correct area.
•If Color Filter is selected, redaction occurs after the color specified is removed from the image.
For example, if you selected Red as the color dropout, but then specify red for the redaction
region, the final image will have the redacted region filled with gray when scanning Grayscale, or
black or white when scanning in Black&White.
•If Autorotate 90 is selected, redaction occurs after the page has been rotated. When inputting
the position and area for redaction, use the measurements of the page in the landscape position.
Color
scanning
Grayscale
scanning
Black&White
scanning
Click the name to
toggle between inches
and millimeters.
… 4 …


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