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How to create custom scanning profiles in PaperPort - Part 1

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Joe Winograd, Fellow&MVE
50+ years in computer industry. Everything from development to sales. CIO. Document imaging. EE MVE 2015, EE MVE 2016, EE FELLOW 2017.
This video Micro Tutorial is the first in a two-part series that shows how to create and use custom scanning profiles in Nuance's PaperPort 14.5. But the ability to create custom scanning profiles also exists in PaperPort going back many years, so if you have an older version, such as PaperPort 11 or PaperPort 12, these videos will still be applicable for you. This first video tutorial shows how to create (and name) custom scanning profiles (or edit existing ones) and reviews all of the Scanner Enhancement Technology (SET) features, such as auto-straighten, delete blank pages, remove punch holes, etc. It also discusses scanning options, including Mode (B&W, Grayscale, Color), Resolution (100 DPI, 200 DPI, 300 DPI, etc.), and Size (Letter, Legal, A4, etc.). The video takes a quick look at the output file type options, but that is discussed fully in Part 2 of the series.

Video Steps

1. Run PaperPort and bring up the 'Scan or Get Photo' pane


Run PaperPort.

Click the Scan Settings button on the ribbon.

This will bring up the Scan or Get Photo pane.

Step1

2. Create a new scanning profile or edit an existing one


To create a new scanning profile, click the New button.

To edit an existing scanning profile, click the profile you want to edit, then click the Settings button.

Step2

3. Name the new profile


Enter a name for the new profile.

If you want to copy settings from an existing profile, click the drop-down and select it.

Click the Continue button.

Step3

4. Select the Scanner Enhancement Technology (SET) features


Click the SET tab.

Tick the boxes for the features that you want in this custom scanning profile.

Note that four of the features have a button for additional Settings.

Step4

5. Select naming convention for scanned files


Click the Output tab.

Click the various drop-downs to select the actual name or a naming convention/template for scanned files, including a prefix, suffix, and separator.

Note: The File type section of this dialog is extremely important, but we are leaving it to the second video of this series, where it is discussed thoroughly.

Step5

6. Select Scan options


Click the Scan tab.

Click the various drop-downs to select Mode, Resolution, Size, etc.

Step6
That's it for Part 1! I hope you join me for Part 2 where we discuss how to specify the output file type in your custom scanning profile.

If you find this video to be helpful, please click the thumbs-up icon below. Thank you for watching!
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