Xerox Documate 3640 User Guide

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Scanning
Some features described herein may not be available for the current scanner. Please disregard any 
information about features that you do not see in the interface for your scanner.
Note: 
Visioneer Acuity must be installed for the image  processing options, described in this document, 
to be available in the interface for your scanner. Only  features that are appropriate for your scanner will 
be enabled after Visioneer Acuity is installed. Vi sioneer Acuity is automatically installed when you 
install the scanner driver from the installation di sc. If you downloaded the scanner driver from our 
website, make sure you also download and install Visioneer Acuity.
1. Load the document(s) in the scanner.
2. Adjust the settings in the interface for the item you are scanning.
3. Click on the  Scan button.
4. When scanning is complete, click Done  to close the interface.
5. The scanned images are now  in the scanning application.
Locked Scanning Interface
If you see this locked version of the scanner’s interfac e you will be able to select a predefined scanning 
profile from the Presets list, and then click the  Scan button to start scanning. 
						

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Yo u  c a n  a l s o  c l i c k  o n  t h e  Preview
 button to open the preview dialogue  for you to scan a preview image 
and set custom scan regions.
Note:  You can lock or unlock the scanner’s interface from the driver configuration options for your 
scanner. The instructions for changing this setting are in the  Driver Settings section of this guide. If you 
are unable to change this setting the option may have  been set by your system administrator. Please 
contact your system administrator for more information. 
						

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Using the Preview Window
Clicking the Preview button will display the preview window for the scanner interface. Use the preview 
option if you want to scan and display a sample im
age that reflects the current settings in the main 
interface. After the preview is displayed, you can then adjust the settings in the main interface until 
you are happy with how the sample image looks. The preview window is also where you can define 
custom scan regions. Please refer to Scan Regions  for instructions on creating and scanning custom 
regions.
To use the preview window:
1. Select the initial scan settings you want  to use for the preview image and scanning.
If you want to modify the settings for a particular preset, make sure you select that preset before 
continuing. 
2. Click on the  Preview button to scan and display a sample image in the preview window.  If you 
have ADF selected in the Main UI and you have a page in the document feeder, the scanner will 
scan and display an image for the page in the docu ment feeder.  If you do not have ADF selected 
in the Main UI or you do not have a page in  the document feeder, the scanner will scan and 
display an image from the flatbed.
3. The preview window displays the scan area and the current scan region. This scan region reflects  the paper size currently selected in the main inte rface. When you pass the mouse cursor over the 
scan region it will highlight for you to move or resize it. If you move, resize, or add scan regions the 
main interface will display  User defined for the page size. Please refer to  Scan Regions for 
instructions on creating, resizing and deleting regions.
Click the zoom in or zoom out button to zoom in  or out on the preview image in 15% steps.  Click 
the up or down arrows for the Zoom level box to zo om in or out on the preview image in 5% steps.  
Click the zoom to fit button to fit the enti re preview area within the preview window. 
						

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4. Click 
Show main UI  to bring the main scanner interface in  front of the preview window for you to 
adjust the scan settings. 
There are some settings in the main interface, such as brightness and contrast, which will 
immediately update the preview image after you adjust the setting. Other settings, such as 
changing from color scanning to black and white scanning, will not automatically update the 
sample image.
If you select any of the document image adjustment  options, such as an option to automatically 
crop, straighten or rotate an image, it will not show in the sample image preview. The preview 
window displays an unaltered view of the item  size and position in the scanner. Any document 
image adjustment options will be used while scanning and saving images.
5. After you adjust the scan settings, click  Refresh preview to get a new sample image that reflects 
the most current settings in the main interface.
6. When you are happy with the sample image, you can click  Scan in the preview window or in the 
main interface to scan and save the  image with the current scan settings. 
						

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When you scan, any settings you adjusted are automatically saved to the 
Last used settings preset.  
These settings are not retained in a preset until you click  Save in the main interface to save the settings 
to the current preset, or save them to a new preset using the  Save as dialogue.  If you select a different 
preset from the Presets  list before scanning, the changes you made will be discarded.
Scan Regions
You can use the preview window to create custom sc an regions for the scanner to use for scanning. For 
example, if you want to scan only a specific area of the image, you can move and resize a scan region 
to focus only on the area you want to scan. The final image will be only the size of the region you set.
Important: do not change the page size for the scanned image after you create custom regions. When 
you have set a custom region in the preview window , the page size field will display “user defined” 
indicating you have specified one or more custom  regions for scanning. Changing the page size after 
you create a custom region discards the custom regions and sets a single scan region to the size you 
selected in the page size list.
Creating custom scan regions:
1. Select the preset you want to use for scanning.
2. In the main interface click  Preview to open the preview window.
If no previous custom scan regions have been created for the preset you selected, the preview 
window will have a single scan region that is the pa ge size for the current preset. This region will be 
labeled number 1 and be displayed as an outline in the preview area.
3. Place an item in the scanner and then click  Get preview.
4. The scanner scans and displays a sample image. 
						

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5. Move or resize region 1 until the sample image area you want is within the scan region. 
Resize the region by clicking on one edge of th e region outline and dragging the mouse. Move the 
region by clicking in the region then  dragging the mouse. Please refer to  Move, Resize, or Delete 
Regions  for detailed instructions.
6. Create additional scan regions as needed by clicking anywhere in the sample image, hold your  mouse button down, and then drag your mouse to  create a scan region. Release the mouse button 
when the area you want is within the rectangle.
If you want to create a region that overlaps another region, hold the Ctrl  (control) key on the 
keyboard while you click and drag the mouse  to create the region. You can release the Ctrl key 
after you start creating the overlapping region. Yo u only need to hold down the Ctrl key if the 
starting point of the overlapping region is over another region. If you do not hold down the Ctrl 
key, when you click on the area that has already been set as a region you will move the existing 
region.
7. Click  Close when you are done creating scan regions. 
						

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8. In the main scanner interface click 
Save to save the regions to the current preset, or save them to 
a new preset using the  Save as dialogue.
The  Summary  area in the main interface will indicate when custom regions have been defined in 
the preview window. Click on  View or modify custom regions  in the summary area to display the 
preview window.
9. Click  Scan in the main interface to scan using the custom regions.
10. When scanning is finished, one image is created for each region set in the preview window.
The number of scan regions you can create is limited by the scanner model and installed modules. For 
instance, most scanners have only  one region. When you select a paper size in the Page size list, or 
input the dimensions in the custom page si ze fields, you are setting a scan region.
When Visioneer Acuity is installed, you can create  multiple scan regions for each image scanned. The 
maximum number of scan regions you can create when  Visioneer Acuity is installed may vary between 
scanner models. When creating scan regions and you reach the maximum number of allowable scan 
regions, you will not be able to continue creating scan regions until you remove a region you have 
already created. 
						

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Move, Resize, or Delete Regions
Moving regions
 – to move a region, place your mouse curs or over the region you want to move. The 
region will highlight indicating that it is the acti ve region under the mouse cursor. Click on the region 
and drag the mouse to move the region.
Resizing regions  – to resize a region, place your mouse cursor over the edge of the region outline. The 
cursor will change to a dual directional arrow. Click on the line and drag the mouse to resize the region. 
If you click on the top or bottom edge, you can only resi ze the region up or down. If you click on the left 
or right edge, you can only resize the region left or right. Click on a corner edge and then drag the 
mouse to resize the region in all directions.
Note that you can only resize the scan regions to be within the scanner’s minimum and maximum 
supported paper sizes. Please refer to the scanner sp ecification table, in the maintenance section of the 
user guide, for the supported paper sizes for your scanner. 
						

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Deleting regions
 – to delete a region, place your mouse curs or over the region you want to delete. The 
region will highlight indicating it is the active re gion under the mouse cursor. Right-click on the region 
and select the delete option from the menu.
Move, Resize, or Delete a Blocked Region
If there is a region you cannot move or resize becaus e another region is in the way, you can temporarily 
move that region behind the other regions. Right-cl ick on the region that is in the way and select 
Temporarily send this  region to the back to move that region behind the one that you want to move 
or resize. This is a temporary change in the region  ordering and cannot be undone. That region will 
automatically move back into its position wh en you click to move or resize a region.
Reordering Regions
If you have created multiple scan regions, you can reorder the region priority from the right-click menu 
for the regions. The priority determines which region  gets processed first while scanning. For example, 
region 1 will be processed first and appear in the sc anning application as the first image. Right-click on 
the region and select an option from the menu. 
						

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Make this the first region
 – select this option to set the regi on number to 1. This option is not 
available if the region you right-clicked on is already  at position 1. After selecting this option, all other 
regions will have their number update automatically as appropriate. 
Make this region a lower number  – select this option to move the region number up one in the 
processing order. This option is not available if the  region you right-clicked on is already at position 1. 
After selecting this option, all other regions wi ll have their number update automatically as 
appropriate.
Make this region a higher number  – select this option to move the region number down one in the 
processing order. This option is not available if the region you right-clicked on is already the last region 
in the processing order. After selecting this option , all other regions will have their number update 
automatically as appropriate.
Make this the last region  – select this option to set the regi on number to the last number in the 
processing order. This option is not available if th e region you right-clicked on is already at the last 
position in the processing order. After selecting th is option, all other regions will have their number 
update automatically as appropriate.
Clear All Regions
Right-click anywhere in the preview window where there are no regions, and then click on Clear all 
regions to remove all of the regions in the preview  area. This will leave only the region labeled as 
number 1. There must always be at least one region for scanning.