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Quick User Guide
This Quick User Guide is to help you install and get started with Readiris
TM
15.
For detailed information about Readiris
TM
full range of features, consult the help file
provided with the software, or the latest User Guides on www.irislink.com/support.
The descriptions in this guide are based on the OS X Mavericks operating system. All
information is subject to change without prior notice.
1. System requirements
This is the minimal system configuration required to use Readiris
TM
:
A Mac computer with a 64 bits Intel processor.
The operating system Mac OS X 10.8 or higher. Earlier versions of the Mac OS
operating system are not supported.
300 MB of free hard disk space.
2. Installation and Activation
Installation
Insert the Readiris
TM
CD-ROM in the CD-ROM drive of your computer. Then click
the Readiris
TM
CD-ROM icon on the Desktop.
Or download the Readiris
TM
package from
www.irislink.com/softwaredownload.
Run the Readiris
TM
installation package and follow the on-screen instructions.
Agree with the terms of the license agreement.
Then click Install to start the actual installation.
You might be asked to enter an Administrator Username and Password to
install Readiris
TM
.
Activation
You are prompted to activate Readiris
TM
.
The activation code consists of 34 characters. Depending on how you purchased
Readiris
TM
, the code can be found:
o Inside the DVD box
o On the sticker on the backside of the CD-ROM sleeve
o On a license sheet called "License sheet for SN for IRIScan
TM
..." located
inside the product box
o On a separate explanatory sheet for IRIScan
TM
Book Executive 3
o In your confirmation e-mail for electronic order
Enter the activation key, and then click Activate.
Note that an internet connection is required to activate.
You can also choose to start the trial if you do not want to activate Readiris
TM
at this time. Fill in the form and click Start trial. Next time you start
Readiris
TM
you will be prompted again to activate the software.
When the installation is finished, click Close.
The Readiris
TM
folder is added to the Applications folder by the installation
program.
3. Starting Readiris
TM
To start Readiris
TM
, go to Finder > Applications > Readiris
TM
.
Then double-click the Readiris
TM
icon.
4. Software Registration
Registering is required to get Technical Support. It also offers other benefits, such as
free updates, free trial downloads, video tutorials, discount on new products, and so on.
To register Readiris
TM
:
On the Help menu, click Register Readiris
TM
to be directed to the Registration
page.
Fill in your data and click Submit.
Note that an internet connection is required to complete the registration.
5. Scanner Configuration
In order to scan documents in Readiris
TM
, your scanner must be configured correctly.
Readiris
TM
supports all Twain 1.9 compliant scanners, all Image Capture compliant
scanners, and IRIScan
TM
2 and higher scanners.
Most Image Capture scanners are plug and play. Before you can use a Twain scanner,
however, its drivers need to be installed on your Mac.
Twain scanners
Connect your scanner to your Mac and power it on.
Install your scanner's Twain driver.
In general, drivers can be found on the CD-ROM provided with your scanner
and on the website of your scanner manufacturer. They are not provided by
I.R.I.S. Note that some scanner drivers may not work under the latest
versions of Mac OS. See the documentation supplied with your scanner to
find out which platforms are supported. If necessary, contact your scanner
manufacturer.
IRIScan Express scanners
Connect your IRIScan Express scanner to your Mac and power it on.
If Readiris
TM
is part of your IRIScan product, the driver has been installed during
the installation of Readiris
TM
.
If that is not the case, visit our website www.irislink.com/support to download and
install the required driver.
IRISCard Anywhere / IRIScan Anywhere / IRIScan Book scanners
You do not need to install any drivers when using these scanners. They are not Twain
driver-based scanners that can be used from within any application to scan documents.
Instead, they are designed to be used on their own, disconnected from any computer.
The documents you scan are stored in the scanner’s internal memory (or optional SD
card / USB flash drive). From there, they can be loaded directly into Readiris
TM
when you
connect the scanner or insert the SD card or USB flash drive into your Mac.
To check if the scanner driver has been installed successfully:
In the Readiris
TM
menu, click Preferences.
Click the Scanner tab.
You should see your scanner listed*.
*This is not the case for the IRISCard Anywhere, IRIScan Anywhere and
IRIScan Book scanners.
If your scanner is not listed, its driver has not been installed successfully.
Note that the IRIScan settings at the bottom are only available if an
IRIScan Express 2 scanner is connected. Later versions of IRIScan Express
function as regular Twain drivers.
Once the scanner has been configured you can start scanning, using the default
scanner settings.
6. Basic Processing Steps
In this section we cover the basic processing steps in Readiris
TM
.
Follow these steps in order to scan documents, open PDF files and image files, recognize
them and send them to your application (e.g. Microsoft Word, Adobe Reader) or to the
Cloud.
Please consult the User Guide for a complete overview of the output formats and
applications.
Steps Overview
1. Scan a document OR open an existing image or PDF file
2. Modify the scanned/opened images and their recognition zones
3. Choose the document language
4. Choose the output format and destination
5. Save your recognized documents
Basic Configuration
1. Scan a document OR open an existing image or PDF file
Scanning a document
Click Scan to scan paper documents with your scanner.
A preview window opens and displays your scanner settings.
Select Color and 300 DPI as preferences to obtain optimal results.
Select the Page Analysis options:
Keep the default option Page analysis activated. This option divides
your documents automatically into recognition zones. Readiris
TM
uses
the zones to recognize your documents.
Readiris
TM
can deskew (straighten) documents and rotate them by
means of Page orientation detection.
Opening an image or PDF file
Click File and select the file you want to open.
The same Page Analysis Options can be selected here.
2. Modify the scanned/opened images and their recognition zones
When scanning/opening documents in Readiris
TM
the page thumbnails are displayed in the
Pages panel.
The current image - and its recognition zones - are displayed in the center of the
interface.
They can be modified easily:
To change the order of the pages, drag the thumbnails to a different position in
the Pages panel.
To delete a page, select a page and click the delete icon.
To delete a zone, select it and press the Backspace button.
3 Choose the document language
Click the language list in the top toolbar and select the language of your document.
When you are using Readiris
TM
for the first time, a list of 10 languages is displayed.
This list corresponds to the preferred languages list of your Mac Operating System.
To select another language:
Click Other Languages.
Select the language of your document from the language list.
To select multiple languages inside the same document (Readiris
TM
Corporate
only)
Click Other languages.
Select the Primary language.
Cmd-click up to 4 secondary languages from the Secondary languages list.
4 Select the Output Format and Destination
Output Format
In the top toolbar, click the output you want to generate. For instance DOCX to
do text editing, PDF for storage purposes.
To select a different format, click the down arrow in the Format group. Then
drag one of the other formats to the Favorites list. This format will now be
available in the top toolbar.
In this window you also determine the Layout options.
The Layout options determine to what degree the layout of your original
documents will be re-created.
Tip: when you select DOCX as format, choose Recreate source document
> Use columns instead of frames to get the best results.
Tip: if you select PDF, choose Image-Text to get the best results.
Destination
The Destination is set to Save locally by default.
A default application that supports the Output Format you selected will open your
recognized documents.
To change the default settings, click the down arrow in the Destination group.
Select File to save the documents locally to your computer or portable
storage device.
To open your documents immediately in an application after you save
them, keep Open in application selected.
To select a different application, click the drop-down list and click Select
Application. Then browse for the application you want to use.
To send your documents to an online Storage System:
(Internet access required)
Click the plus sign at the bottom of the window.
Select an account from the Account type list.
Select the option that allows Readiris
TM
to access your account.
Select the folder to which you want to export documents, and then click
Finish.
Important note: to send documents to Evernote or Dropbox, the Evernote and Dropbox
applications must be installed on your Mac, and they must be connected to your
Evernote/Dropbox account.
5 Save your recognized documents
Click Save to save your documents.
7. FAQ and Technical Support
If you register your copy of Readiris
TM
you are entitled to free technical support. In the
Technical Support section of our website www.irislink.com/support you can find
F.A.Q.'s (frequently asked questions), Video Tutorials, and much more information to
solve common issues.
If you still can't find an answer to your question, click Technical Support Contact and
fill in the Web Contact Form.
9

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