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Fujitsu ScanSnap Organizer

Fujitsu ScanSnap Organizer
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Organizer
Users Guide
P2WW-2301-01ENZ0
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Fujitsu ScanSnap Organizer Specifications

General IconGeneral
CategoryDocument Management Software
Compatible ScannersFujitsu ScanSnap Series
Supported File FormatsPDF, JPEG
OCRYes
Operating System CompatibilityWindows, macOS
Document Management Featuressearch

Summary

Introduction and Safety Information

High Risk Activity Disclaimer

Customer acknowledges product is not for high safety required use and waives liability.

Trademarks and Company Names

Lists trademarks of ScanSnap, Microsoft, Adobe, Intel, and other companies.

Manual Conventions and Manufacturer Details

Indicating Trademarks in the Manual

Explains abbreviations used for operating systems and browsers in the manual.

Copyright Protection

Restricts use of copyrighted materials without consent, except for personal use.

Manufacturer Contact Information

Provides contact details for PFU LIMITED, the manufacturer.

Manual Symbols and Vista Compatibility

Symbols Used in This Manual

Explains symbols used for alerts, advice, and references in the manual.

Screen Examples Disclaimer

Notes that screen examples may change and to follow actual displayed screens.

Windows Vista Screenshot Differences

Compares folder names between Windows XP and Windows Vista screenshots.

System Requirements for ScanSnap Organizer

2. Basic Operations Overview

2.1. Starting ScanSnap Organizer

Step-by-step guide to launch ScanSnap Organizer and configure PDF conversion.

2.2. Operating Window Components

2.2.3. Thumbnail View Description

Explains the thumbnail view and its elements like file name and page number.

2.2.2. Toolbar Functionality

Describes the buttons and their functions available in the main window toolbar.

2.2.1. Menu Bar Structure

Details the menu items like File, Edit, and View within the main window menu bar.

Menu Bar Details: File, Edit, and View

File Menu Options

Covers functions like opening files, printing, creating new cabinets/folders, and exporting.

Edit Menu Options

Details functions such as Undo, Cut, Copy, Paste, and Select All for files and pages.

View Menu Options

Explains display settings like File Name, Pop-up Thumbnail, List, and Thumbnail sizes.

Operating Window View Options

View Modes: List and Thumbnails

Describes switching between list view and thumbnail view for files.

PDF File Menu Operations

Convert into Searchable PDF

Details converting selected PDF files into searchable PDF format.

PDF Conversion List Functionality

Checking Conversion Status

Displays the PDF Conversion List to check the status of file conversions.

PDF File Settings and Options

General Settings for ScanSnap Organizer

Configures the 'My ScanSnap' folder location and mouse operation settings.

Automatic PDF Conversion Configuration

Automatic Conversion Settings

Sets up automatic conversion of PDF files to searchable format upon adding.

Searching PDF Files with ScanSnap Organizer

Initiating a PDF Search

Explains how to enter search words, specify location, and start the search.

Actions and Tools Menus

Actions Menu Functions

Describes Scan2E-mail and Scan2Print functions for sending and printing files.

Tools Menu Options

Covers general settings, PDF conversion, and E-mail preferences.

Tools Menu: Options and Settings

General Settings Tab

Configures folder location, mouse operations, and file operations.

Tools Menu: PDF Conversion and E-mail Settings

PDF Automatic Conversion Tab

Sets up automatic conversion of PDF files to searchable format.

E-mail Tab Settings

Configures preferences for attaching passwords and file sizes for email.

Main Window Toolbar Buttons

File Management Toolbar Buttons

Details buttons for creating cabinets/folders, shortcuts, changing view mode, and rearranging files.

Action Toolbar Buttons

Describes buttons for converting to searchable PDF, viewing conversion list, and searching.

2.4. ScanSnap Organizer Viewer Introduction

Viewer Menu Bar Overview

Details the menu items available in the ScanSnap Organizer Viewer window.

Viewer Edit Menu Functions

Explains editing operations like Cut, Paste, Insert/Delete Page, and Rotate.

Viewer Menu Bar and Toolbar Details

Viewer View Menu Options

Covers view settings like Show All, Page Only, Zoom, Fit Height/Width, and Page Number.

Viewer Window Menu Options

Describes window management like Cascade and Tiled layouts.

Viewer Help Menu Options

Provides access to Help and version information for the viewer.

2.4.2. Toolbar for ScanSnap Organizer Viewer

Viewer Toolbar Buttons: Save and Navigation

Details buttons for Save, Print, First/Previous/Next/Last Page, and Page Number.

Viewer Toolbar Buttons: Zoom and View

Explains zoom controls, hand tool, marquee zoom, and switch view options.

3. Using ScanSnap Organizer in Various Ways

3.1. Connecting to ScanSnap

Guides on setting up ScanSnap Organizer to display and arrange scanned images.

3.1.1. Preparing for ScanSnap Connection

Scan Button Settings Configuration

Explains how to configure SCAN button settings via ScanSnap Manager.

3.1.2. Scanning Documents

Document Scanning Process

Details loading documents and pressing the SCAN button to start scanning.

3.1.3. Organizing Files

Creating New Cabinets and Folders

Step-by-step guide to create new cabinets and folders for file organization.

Moving Files to Folders

Explains how to select files and drag-and-drop them into destination folders.

3.2. Copying and Moving Files, Folders, and Cabinets

File and Folder Transfer Operations

Details selecting, copying, cutting, and pasting files, folders, and cabinets.

3.3. Converting PDF Files into Searchable Ones

Searchable PDF Conversion Process

Guides on selecting files and configuring settings for searchable PDF conversion.

3.4. Configuring Automatic PDF Conversion

Setting Automatic OCR Preferences

Explains how to enable automatic conversion for files added to the My ScanSnap folder.

3.5. Searching PDF Files

Performing a File Search

Details entering search terms, selecting location, and initiating search via Adobe Acrobat.

3.6. Folder Shortcut Management

Creating Shortcuts to Folders

Instructions on creating shortcuts to folders within the ScanSnap Organizer structure.

Deleting Folder Shortcuts

Procedure for removing existing shortcuts from the Folder view.

3.7. Importing Files into ScanSnap Organizer

Importing Files from External Folders

Guides on copying files from folders not managed by ScanSnap Organizer.

3.8. Exporting Files from ScanSnap Organizer

Exporting Files to Other Folders

Explains how to copy files from ScanSnap Organizer to external folders.

3.9. Sending Files by E-mail

Attaching Files to E-mail

Details on selecting files and using the Scan2E-mail function to send attachments.

3.10. Printing Files

Printing Thumbnailed Files

Guides on printing files that can be displayed as thumbnails.

Printing Non-Thumbnailed Files

Explains printing files that cannot be thumbnailed, potentially via associated applications.

Printing via ScanSnap Organizer Viewer

Details printing files directly from the ScanSnap Organizer Viewer interface.

3.11. Deleting Cabinets, Folders, and Files

File and Folder Deletion Process

Step-by-step guide to select and delete unnecessary cabinets, folders, or files.

3.12. Renaming Files and Folders

Renaming Single Files

Instructions for renaming a single selected file via the Rename dialog box.

Renaming Multiple Files

Methods for renaming multiple files with date or serial number appending.

3.13. Editing Files with ScanSnap Organizer Viewer

3.13.1. Viewing Files in the Viewer

Guides on opening and viewing PDF/JPEG files using the ScanSnap Organizer Viewer.

3.13.2. Rotating Pages

Instructions on how to rotate pages of a document within the viewer.

3.13.4. Moving Pages

Procedure for reordering pages within a PDF document by drag and drop.

3.13.5. Inserting Pages

Explains how to insert pages from one file into another.

3.14. Displaying ScanSnap Setup Dialog Box

Accessing ScanSnap Settings

Guides on how to open the ScanSnap configuration dialog box from Organizer.

3.15. Updating ScanSnap Organizer Online

Checking for and Installing Updates

Procedure for updating the ScanSnap Organizer software online.

Appendix 1. About Searchable PDF Files

What is a Searchable PDF File?

Explains the concept of searchable PDFs and how text is embedded via OCR.

Methods for Creating Searchable PDFs

Describes various methods to convert files into searchable PDF format.

Index

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