Kofax OmniPage 19.2 User Guide
Kofax OmniPage 19.2 User Guide
User's Guide
Version: 19.2
Date: 2019-10-11
© 2010 - 2019 Kofax. All rights reserved.
Kofax is a trademark of Kofax, Inc., registered in the U.S. and/or other countries. All other trademarks
are the property of their respective owners. No part of this publication may be reproduced, stored, or
transmitted in any form without the prior written permission of Kofax.
Table of Contents
Chapter 1: Welcome....................................................................................................................................6
Key features........................................................................................................................................7
Chapter 2: Installation and setup..............................................................................................................9
System requirements..........................................................................................................................9
Install OmniPage.............................................................................................................................. 10
Install Kofax Power PDF Create........................................................................................... 10
Register OmniPage................................................................................................................11
Activate OmniPage................................................................................................................ 11
Set up your scanner with OmniPage............................................................................................... 11
Start the program............................................................................................................................. 13
Uninstall the software....................................................................................................................... 15
Chapter 3: Using OmniPage.................................................................................................................... 16
OmniPage documents...................................................................................................................... 16
OmniPage desktop and views......................................................................................................... 16
Program panels......................................................................................................................17
Classic View...........................................................................................................................17
Flexible Views........................................................................................................................ 19
Quick Convert View............................................................................................................... 21
Toolbars..................................................................................................................................22
Basic processing steps.....................................................................................................................23
Settings.................................................................................................................................. 23
Use OmniPage with Kofax PaperPort..............................................................................................23
Chapter 4: Processing documents..........................................................................................................25
Processing methods......................................................................................................................... 25
Processing from other applications....................................................................................... 26
How to set up Direct OCR.................................................................................................... 27
How to use Direct OCR........................................................................................................ 27
Defining the source of page images................................................................................................ 27
Input from image files............................................................................................................28
Input from the Cloud..............................................................................................................28
Input from digital camera.......................................................................................................28
Input via Easy Loader........................................................................................................... 28
Input from scanner.................................................................................................................29
Brightness and contrast.........................................................................................................30
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5
Chapter 1
Welcome
Welcome to the Kofax OmniPage Ultimate text recognition program, and thank you for choosing our
software. The following documentation has been provided to help you get started and give you an
overview of the program.
User's Guide
This guide introduces you to using Kofax OmniPage Ultimate. It includes installation and setup
instructions, a description of the program’s commands and working areas, task-oriented instructions, ways
to customize and control processing, and technical information.
Note
Throughout the documentation, the Kofax OmniPage Ultimate icon is used to denote features that are
tailored to support intensive use in office environments.
This guide is written with the assumption that you know how to work in the Microsoft Windows
environment. Please refer to your Windows documentation if you have questions about how to use dialog
boxes, menu commands, scroll bars, drag and drop functionality, shortcut menus, and so on. Throughout
the document. references to newer versions of Microsoft Office output file types (2007 and above) are
written with the year numbers omitted.
We also assume you are familiar with your scanner and its supporting software, and that the scanner
is installed and working correctly before it is used with Kofax OmniPage Ultimate. Please refer to the
documentation from the scanner manufacturer as necessary.
How-to guides
The How-to guides are available from the Help menu. They are a series of mini-guides that help you
get started easily by providing concise overviews of key program areas, such as getting input, image
improvement, zoning, recognition, editing, proofreading, new features, and more.
Help
OmniPage Help contains information on features, settings, and procedures. It also has a comprehensive
glossary, with its own alphabetical index and table of contents. The HTML help system has been designed
for quick and easy information retrieval. Help is available after you install OmniPage.
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Comprehensive context-sensitive help aims to provide just enough assistance to let you keep working
without delay. It is available from dialog boxes. Press F1 in any dialog box to access help, or click the Help
button, if applicable.
Readme file
The Readme file contains last-minute information about the software. Please read it before using
OmniPage. To open this HTML file, choose Readme in the OmniPage Installer or afterwards in the Help
menu.
Other information
The Kofax website at www.kofax.com provides timely information on the program. Access the Kofax
website from the Kofax OmniPage Ultimate installer or afterwards from the Help menu.
Key features
Customize Windows Explorer shortcut menus
The OmniPage items in the Windows Explorer shortcut menus for input files support direct conversion to
standard file formats, and the addition of user-defined workflows to the menu; the Convert Now Wizard
makes it easy to customize the conversion process.
Multiple document handling
Use multiple document handling to work on more than one document at a time. You can display page
thumbnails from another open document, and then copy or move pages among documents.
Cloud support
Download input files from Evernote and return recognition results there.
Scanner enhancement (SET) tools
Recent innovation includes more control over despeckling, better margin cleaning, and a control for when
whiteboard content is captured by a digital camera; the text and diagrams can be enhanced for maximum
readability.
Asian recognition
OCR services are provided for Japanese, Korean, Simplified Chinese and Traditional Chinese, with
support for both horizontal and vertical text flow and embedded English texts. You can view and verify
results in the Text Editor.
Automatic Language Detection
Allow the program to assign a single language to each incoming page during unattended processing. The
program chooses from the languages with dictionary support based on a Latin-based alphabet. When this
feature is enabled, no manual language selection is possible.
Easy Loader
Easy Loader provides a display similar to Windows File Explorer to view the file system in one of the
OmniPage windows, to keep files visible during your work and deliver full Explorer functionality, yielding
quick file selections; a dialog box with a lock facility lets a file set be built up before loading starts. With
Quick Convert View, Easy Loader allows not only fast file loading, but also one-click total processing: Load
> Recognize > Save.
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Chapter 2
System requirements
You need the following minimum system requirements to install and run Kofax OmniPage Ultimate:
• A computer with Intel Pentium® 4 or higher processor or its equivalent. Dual-core or Quad-core support
recommended.
• Supported operating systems:
• Windows 10 (32-bit and 64-bit editions)
• Windows 7 (32-bit or 64-bit Editions) with Service Pack 1
• Windows 8.1 (32-bit and 64-bit Editions)
• 1 GB of memory (RAM), 2 GB recommended for advanced performance.
• 1.0 GB of free hard disk space, including Power PDF Create, plus 50 MB working space during
installation.
• 1024 x 768 pixel color display with 16-bit color or greater video card.
• A sound card and speaker for reading text aloud.
• Web access suitable for download the installer.
• Microsoft Internet Explorer 10 or above.
• Using OmniPage features in Microsoft Office applications requires a 32-bit or 64-bit version of Microsoft
Office 2010 (SP2), 2013 (SP1), 2016 or 2019.
• Using OmniPage features in WordPerfect requires Corel WordPerfect X5, X6, X7, X8 or X9.
• Kofax OmniPage Ultimate supports Microsoft SharePoint Server 2010, 2013, 2016, and 2019.
• A compatible scanner with its own scanner driver software for scanning documents (WIA, TWAIN or
ISIS scanner driver).
• 2-megapixel digital camera or higher, with auto-focus, for digital camera text capture.
• Web access needed for online Activation, Registration, Live Update, and Scanner Wizard database
updating.
• East Asian language handling must be installed in the operating system to view Japanese, Chinese or
Korean documents. (Control Panel / Regional and Language Options).
If the size of the program files is an issue for you, perform a custom installation.
Performance and speed are enhanced if your computer's processor, memory, and available disk space
exceed minimum requirements. This is especially true when converting very large color PDF files.
OmniPage is specifically engineered to take advantage of multi-core processors.
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Install OmniPage
The Kofax OmniPage Ultimate installation program takes you through installation with instructions on
every screen.
• Kofax OmniPage Ultimate is supplied with a complimentary copy of the PaperPort Professional
document management product, which has different system requirements and must be installed
separately.
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Register OmniPage
When finished, the Kofax OmniPage Ultimate installer starts the Product Registration dialog box.
Registration requires a web browser and Internet connection.
1. Select one of the following options.
• Register online
The online registration form appears in your default browser application. Fill the form and click
Submit.
• Remind me in 7 days
If you did not register the software during installation, you will be periodically invited to register
later.
2. Click OK to continue.
Activate OmniPage
Kofax OmniPage Ultimate starts the Product Activation wizard as launched. Activation requires a valid
serial number and internet connection.
Note Refer to the OmniPage 19 Release Notes for details on how to install OmniPage 19 on a computer
without an Internet connection.
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Scanner setup is done through the Scanner Setup Wizard, which you can start yourself, as described
below. Otherwise, the wizard appears when you first attempt to perform scanning. Proceed as follows:
1. Do one of the following to start the Scanner Setup Wizard:
• Choose Start > Kofax OmniPage Ultimate > Scanner Setup Wizard .
• Click the Setup button in the Scanner panel in the Options dialog box.
• Choose Scan in the Get Page drop-down list in the OmniPage Toolbox, and then click the Get
Page button.
The Scanner Setup Wizard is started.
2. If you have a web connection, the first panel prompts you to update the scanner database supplied
with the wizard. Choose Yes or No and click on Next.
3. Choose Select and test scanner or digital camera, and then click Next. If you have a single
installed scanner, it appears, along with any scanners previously set up with OmniPage. If the
required scanner is not listed, click Add Scanner.
4. You see a list of all detected scanner drivers in the selected categories, which may include network
devices. Select one and click OK. To install a second device, you must run the scanner wizard again.
5. The wizard reports whether the chosen scanner model already has settings in the scanner database.
If it does, you do not need to test it. Otherwise, you should test it. Click Next.
6. If you chose not to test, click Finish. If you chose testing, click Next to have the scanner connection
tested. If the connection is in order, you see a menu of further tests. Choose which testing steps to
run. The Basic test scan is recommended.
7. By default, OmniPage uses its own scanning interface, located in the Scanner panel in the Options
dialog box. To use your scanner’s own interface instead, choose Advanced settings. Click Hint
editor and choose Edit hints only if you are experienced in configuring scanners or have been
advised to do so by technical support.
8. Click Next to start the tests. For the Basic scan test, insert a test page into your scanner. The wizard
starts to scan using the software provided by your scanner manufacturer. Click Next to display the
native user interface for your scanner.
9. Click Scan to begin the sample scan.
10. If necessary, click Missing Image or Improper Orientation and make the appropriate selections.
Once the image appears correctly in the window, click Next.
11. Move through the remaining requested tests, following the instructions on the screen.
12. When all requested tests are completed successfully, the Scanner Setup Wizard displays a
confirmation and prompts you to click Finish.
You have successfully configured your scanner to work with Kofax OmniPage Ultimate.
• To change the scanner settings at a later time, or to set up or remove a scanner, reopen the Scanner
Setup Wizard from the Windows Start menu or from the Scanner panel in the Options dialog box.
• To test and repair an improperly functioning scanner, open the wizard and select Test the current
scanner or digital camera in the second panel, and then work through the procedure described
above, based on any advice received from Technical Support.
• To specify a different default scanner, open the wizard to reach the list of setup scanners. Move the
highlight to the desired scanner and be sure to close the wizard with Finish.
• To get updated settings for your current scanner, open the wizard, request a fresh database download
in the first screen, choose Use current settings with current device, and then click Next and Finish.
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1. Build panel, Convert column: Choose a page type that best describes the layout of the input
document.
2. Build panel, To column: Choose the output file type.
3. Build panel, Save column: Choose a destination for the recognition results.
4. Currently selected Convert tile.
5. Currently selected To tile.
6. Currently selected Save tile. These three form the Go-flow in the fourth slot.
7. Go-flow: Consists of the currently selected Convert, To and Save tiles.
8. Currently selected Go-flow, compiled from the selected Build Panel tiles.
9. Last unfilled Go-flow slot.
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Click Start in the Windows taskbar. Then locate and click Kofax OmniPage Ultimate.
•
Double-click the OmniPage icon in the program folder, or if applicable, on the Windows Desktop.
•
Double-click an OmniPage Document (OPD) icon or file name; the clicked document is loaded into the
program.
•
Right-click one or more image file icons or file names on a shortcut menu. Select Open With
OmniPage application. The images are loaded into the program.
On opening, the OmniPage title screen is displayed with a view selection panel. OmniPage has three
basic view types. It provides an introduction to the program’s main working areas.
There are several ways of running the program with a limited interface:
•
Use the DocuDirect program. Click Start in the Windows taskbar, then locate and click Kofax
OmniPage Ultimate > OmniPage DocuDirect .
•
Click the Acquire Text button on the Kofax OCR toolbar for a supported application registered with the
Direct OCR™ facility.
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Kofax OmniPage Ultimate User's Guide
Right-click one or more image file icons or file names in Windows Explorer for a shortcut menu. Select
Kofax OmniPage Ultimate and choose a target format, or the Convert Now Wizard or a workflow from
the submenu. The files are processed according to the workflow instructions.
•
Click the OmniPage Agent icon on the taskbar. Choose a workflow to start the program and run the
workflow.
• Use Kofax OmniPage Ultimate with the PaperPort document management product to add OCR
services.
To uninstall, you must be logged into your computer with administrator privileges.
When you uninstall OmniPage, the link to your scanner is also uninstalled. You must set up your scanner
again with OmniPage if you reinstall the program. With Kofax OmniPage Ultimate, PaperPort must be
uninstalled separately.
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Chapter 3
Using OmniPage
Kofax OmniPage Ultimate uses optical character recognition (OCR) technology to transform text from
scanned pages or image files into editable text for use in your favorite computer applications.
In addition to text recognition, OmniPage can retain the following elements and attributes of a document
through the OCR process:
• Graphics (photos, logos)
• Form elements (checkboxes, radio buttons, text fields)
• Text formatting (character and paragraph)
• Page formatting (column structures, table formats, headings, placement of graphics)
Documents in OmniPage
A document in OmniPage consists of one image for each document page. After you perform OCR, the
document also contains recognized text displayed in the Text Editor, possibly along with graphics, tables,
and form elements.
OmniPage documents
An OmniPage Document (.opd) contains the original page images (optionally pre-processed) with any
zones placed on them. After recognition, the OPD also contains the recognition results.
An OmniPage Document can contain an embedded user dictionary, training file, zone template file, or
an image enhancement template file. This can increase file size considerably but makes the OPD more
portable. To embed a file, open the relevant dialog box from the Tools menu, select the desired file and
click Embed. Use the Extract button to get a local copy of an embedded file inside an OPD you have
received.
When you open an OmniPage Document, its settings are applied, replacing those existing in the program.
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• Flexible View: Provides an alternate layout of the OmniPage function panels stacked in a tabbed view
to give each panel more space.
• Quick Convert View: Offers simplified, quick and easy document conversion without having to become
an expert. The most important conversion options are clearly visible on one screen.
Use the Window menu to switch between views and save your own custom view. On starting a new
session, you receive the view and screen arrangement that was in effect when the program was last
closed.
All three views can be reset to default values using Reset Current View in the Window menu.
Program panels
OmniPage has a set of panels that can be docked (tabbed or tiled), floated, resized, minimized and
restored separately:
• Thumbnails
• Page Image
• Text Editor
• Document Manager
• Easy Loader
• Workflow Status
• Help
To float a panel, double-click its title bar or tab. To restore the floating panel to its previous docked
position, double-click its title bar. To dock it to a new location, drag it to that location. A colored rectangle
shows the docking position; release the mouse button to dock it. To see all possible docking positions
one after the other (tiles and tabs), drag the panel over the OmniPage main window, holding down the left
mouse button and pressing the spacebar repeatedly. When the desired location is indicated by coloring,
release the mouse button. To move a floating panel without docking displays, keep Ctrl pressed while
dragging.
Classic View
In Classic View, the default OmniPage Desktop has four main tiled working areas, separated by splitters:
the Document Manager, the Page Image, Thumbnails and the Text Editor. The Page Image has an Image
toolbar and the Text Editor has a Formatting toolbar.
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Panels can be rearranged freely, either horizontally or vertically; use the Window menu to open the Easy
Loader, Workflow Status or Help panels. Panels can be minimized or closed, but not tabbed. To restore
the default Classic View appearance, choose Reset Current View in the Window menu.
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Flexible Views
Use this view to set up the OmniPage workspace so that it fits your task optimally. By default, all panels
appear. There are five tabs:
• Page Image (including Thumbnails)
• Text Editor
• Easy Loader
• Workflow Status
• Help
The Document Manager appears in a horizontal panel at the base of the working area. You can undock,
move, minimize, group or close panels as already described. Drag a tab onto the working area to convert
it to a classic-type tiled panel. Drag it back to the tab bar to revert to a tabbed panel, or use the Spacebar
as already described. If panels are grouped, the tab name shows the active one. To restore the default
Flexible View appearance, choose Reset Current View in the Window menu.
Easy Loader provides a Windows Explorer type file listing and functionality that can remain open during
the session, allowing quick file selection and assembly.
Suggested scenarios:
Load a document. Open the panels you want to use. Grab them by their captions one by one, and drag
them so that they dock beside the active one as tabs. You can also dock Help to avoid handling two
separate windows.
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Load a document and have it recognized. Close all panels except the Document Manager and the Text
Editor. Maximize both horizontally, scale down the Document Manager and dock it to the top or bottom.
You can now step through the pages, double-clicking them one by one in the Document Manager, and
inspecting recognition results in the Text Editor. The number of suspect words and reject characters in the
Document Manager help you identify problematic pages.
Handling large documents (dual-screen)
Load the document you want to work on. Move its Thumbnail View to your second monitor and maximize
it for a large scale overview of your document and far more space for thumbnail operations.
Verifying (dual-screen)
Place the Page Image on one screen and the Text Editor on the other to gain more space for editing and
proofing.
The Page Image is always available for verifying recognition and for performing on-the-fly zoning and
editing.
The scenarios presented are only examples to give you an idea of what you can do in Flexible view.
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1. Processing buttons
2. Quick Convert Options on toggled tab with Easy Loader
3. Quick Convert Options: Document source and layout output text format, formatting level output folder
and file name saving options page range
4. Page Image
5. Quick Convert toolbar
6. Page Image panel title
The Easy Loader is by default on a tab that toggles with the Quick Convert Options panel. A Help panel
can be added, but further panels are not available in this view. You can change tabs to separate panels
and minimize them, as in other views.
After loading a file, you should convert it before loading the next file. When an image conversion is
finished, you do not need to explicitly close the image; just load a new file.
The Easy Loader in Quick View provides an additional feature: one-click processing. Choose the Easy
Loader submenu in the Process menu and choose either Load Files or Get and Convert. When the latter
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is chosen, multiple files can be selected. These files are loaded, recognized and saved using the current
settings. For this, set the output file names to be the same as the source file names.
The Page Image panel in Quick Convert View includes the Quick Convert toolbar, offering the most useful
image handling operations. To access advanced functionality, such as image file saving, SET tools, on-
the-fly zoning, zone reordering and manual zone drawing for vertical text, a different view should be used.
Custom views
For a custom view, arrange the panels and toolbars as you wish, then choose Window > Custom Views
> Manage . Click Add and name your view. Your screen layouts are displayed in the Custom Views
submenu with a checkmark beside the active one. Resetting to a default is not available for custom views.
Changing views
Use the Window menu to change views. Panels are shown or hidden and arranged as they were when
the chosen view was last used. The Help topic on display remains unchanged regardless of view. Easy
Loader retains its file location regardless of view and the Workflow Status continues to display information
on the last workflow run. On program restart, Help displays the Welcome topic, with Easy Loader as the
default folder location with the Workflow status as empty.
Toolbars
The program has eleven main toolbars. Use the View menu to show, hide, or customize them. Status bar
texts at the bottom edge of the OmniPage program window explain the purpose of all tools.
• Standard toolbar: Performs basic functions.
• Image toolbar: Performs image, zoning and table operations. Three of its tool groups can now be
handled separately (mini-toolbars):
• Zones toolbar: Offers zoning tools.
• Rotate toolbar: Provides rotating tools.
• Table toolbar: Inserts, moves and removes row and column dividers.
• Formatting toolbar: Formats recognized text in the Text Editor.
• Verifier toolbar: Controls the location and appearance of the verifier.
• Reorder toolbar: Modifies the order of elements in recognized pages.
• Mark Text toolbar: Performs text marking and redacting.
• Form Drawing toolbar: Creates new form elements.
• Form Arrangement toolbar: Arranges and aligns form elements.
All toolbars can be moved and customized in each view to your particular needs, including use of a
secondary monitor.
The Form toolbars and the Mark Text toolbar appear only in Kofax OmniPage Ultimate.
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Using OmniPage, you can choose from the following processing methods: Automatic, Manual, Combined,
or Workflow. You can start recognition from other applications using Direct OCR or schedule processing to
run at a later time.
Processing methods are detailed in the next chapter and in the Help.
Settings
The Options dialog box is the central location for OmniPage settings. Access it from the Standard toolbar
or the Tools menu. Context-sensitive help provides information on each setting.
PaperPort provides the easiest way to turn paper into organized digital documents that everybody in an
office can quickly find and use. PaperPort works with scanners, multifunction printers, and networked
digital copiers to turn paper documents into digital documents. It then helps you to manage them along
with all other electronic documents in one convenient and easy-to-use filing system.
PaperPort’s large, clear item thumbnails allow you to visually organize, retrieve and use your scanned
documents, including Word files, spreadsheets, PDF files and even digital photos. PaperPort Scanner
Enhancement Technology tools ensure that scanned documents will look great while the annotation tools
let you add notes and highlights to any scanned image.
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Kofax PaperPort is included in the Kofax OmniPage Ultimate package. For application information, refer to
the PaperPort documentation. PaperPort must be installed and uninstalled separately from OmniPage.
When PaperPort is available, its folder structure is offered in the OmniPage Load Files and Save to File
dialog boxes.
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Chapter 4
Processing documents
This tutorial chapter describes different ways you can process a document and also provides information
on key parts of this processing.
Processing methods
Using OmniPage, you can choose from the following processing methods:
Automatic
A fast and easy way to process documents is to let OmniPage do it automatically for you. Select settings
in the Options dialog box and in the OmniPage Toolbox drop-down lists and then click Start. It will take
each page through the whole process from beginning to end, when possible running in parallel. It will
typically auto-zone the pages.
Manual
Manual processing gives you more precise control over the way your pages are handled. You can process
the document page-by-page with different settings for each page. The program also stops between
each step: acquiring images, performing recognition, exporting. This lets you, for instance, draw zones
manually or change recognition languages. You start each step by clicking the three buttons on the
OmniPage Toolbox.
1. Use button one to get a set of images.
2. Manually zone pages where you want to process only part of the page or if you want to give precise
zoning instructions. Use "Ignore backgrounds or zones" to exclude areas from processing. Use
process backgrounds or zones to specify areas to be auto-zoned.
3. Use button two to have the pages recognized.
4. Do proofing and editing as desired.
5. Use button three to save your results.
The default for manual processing is to have all entered pages automatically selected. This way you can
have all new pages recognized by a single mouse click. You can remove this default in the Process panel
of the Options dialog box.
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Combined
You can process a document automatically and view results in the Text Editor. If most pages are in order,
but a few have not turned out as expected, you can switch to manual processing to adjust settings and
re-recognize just those problem pages. Alternatively, you can acquire images with manual processing,
draw zones on some or all of them, and then send all pages to automatic processing by pressing the Start
button and choosing to process existing pages.
Workflow
A workflow consists of a series of steps and their settings. Typically it will include a recognition step, but
it does not have to. It does not have to conform to the 1-2-3 pattern of traditional processing. Workflows
are listed in the Workflow list – sample workflows plus any you create. Workflows allow you to handle
recurring tasks more efficiently, because all the steps and their settings are pre-defined. You can choose
to place the OmniPage Agent icon on your taskbar. Its shortcut menu lists your workflows. Click a
workflow to launch OmniPage and have it run.
Let the Workflow Assistant guide you in creating new workflows. It provides a choice of steps and the
settings they need. Click Next after each step to add another one. You can use the Assistant just to get
more guidance when doing automatic processing.
At a later time
You can schedule OCR jobs or other processing jobs in OmniPage DocuDirect to be performed
automatically at a later time, when you may not even be present at your computer. This is done through
DocuDirect. It does not matter if your computer is turned off after the job is set up, so long as it is running
at job start time. If you are scanning pages, your scanner must be functioning at job start time, with the
pages loaded in the ADF.
When you choose Create Job, first the Job Wizard, and then the Workflow Assistant appears: the latter
with a slightly modified set of choices and settings. In the first panel of the Job Wizard, you define your
job type and name your job; next you are to specify a starting time, a recurring job or watched folder
instructions.
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In the target application, use the Acquire Text Settings button in the OmniPage toolbar (in Office
applications go to the Kofax OCR tab). Select options in the following panels:
• OCR: Languages, dictionaries, layout, fonts.
• Process: Image pre-processing, choices for PDF opening, feature retention.
• Output Format: Set a formatting level.
• Direct OCR: Automatic or manual zoning, perform or skip proofing, image source.
• Scanner: Set up or change scanner settings.
These functions for Direct OCR work until you change them again; they are not applied when OmniPage
is used on its own.
The minimum width or height for an image file is 16 by 16 pixels; the maximum is 8400 pixels (71 cm or 28
inches at the resolution 201 to 600 dpi). See Help for pixel limits.
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You can govern how PDF files are opened under Tools > Options > Process : open with the text layer
or as image, import tag information to assist layout retention and whether to use PDF fonts or the mapped
system fonts. See the eDiscovery Assistant for searchable PDF section on how to make image-only PDF
files searchable.
When taking files from the Cloud, you may have to provide login information.
In Kofax OmniPage Ultimate, files can also be imported from Microsoft SharePoint, eDOCS, iManage and
ODMA-compliant Enterprise Content Management sources.
Easy Loader is driven from the Process menu. Instead of selecting files to send them straight to
OmniPage you can choose Queue Window to get a dialog box with a lock. Turn the lock on to build up
and reorder a list of files, which may come from different folders. The lock applies to all files collected to
enter the currently open document. When the list is ready, turn the lock off to start loading. If the lock is
off from the start, files are listed only if they are selected faster than OmniPage can load them. Practically,
you can load a few files, send them to recognition and while that is underway, build up the rest of the input
list.
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Turning on the menu item Show/hide Queue Window automatically causes the window to appear
whenever files are listed but not yet loaded and to be closed as soon as the list is empty.
Easy Loader can be used in Classic View and Flexible View to compile files for multiple documents.
Engage the lock, make document 1 active and collect files. Then make document 2 active and collect its
files, and so on. When all is ready, remove the lock. Each document has its own lock, but the Process
menu offers Lock all and Unlock all to lock or release all files destined for all documents. You can remove
selected files with Delete, or all files in the current document’s list with Delete All or Clear in the Process
menu. Use Clear All to clear all files destined for all open documents. See a tutorial in Help on loading
files for multiple documents.
Easy Loader is available as a panel in Quick Convert View. The Process menu has two commands unique
to Quick Convert View.
• Get and Convert offers one-button processing: files are loaded, passed through recognition and saved
to files using existing settings. Only in this case, multiple file selection is allowed with Quick Convert
View; the result is one output document for each input file. Before starting, you should choose Same as
the source file name under Output file name.
• Load Files performs file loading without recognition, as in other views. In Quick Convert View it allows
only one file to be loaded at a time. Each file should be processed before selecting a new input file. In
this case the Queue Window and its lock play no useful role.
Easy Loader can process digital camera images. Set this in the Quick Convert Options panel before
invoking Easy Loader. If Scan is set as input, this setting is temporarily ignored and pages are loaded as
normal (non-camera) images.
All Windows Explorer functionality is available in Easy Loader. For instance, you can also select files
and use the shortcut menu item Kofax OmniPage Ultimate to send them via background processing
to MS Excel, MS Word, PDF, RTF, Text and WordPerfect. Existing settings are used and by default,
generated files are placed in the input folder. Use the Convert Now Wizard to access basic settings, such
as whether to view results in the target application. This wizard lets you do immediate conversions or call
the Workflow Assistant to access all settings, such as to change target file names and locations. This
shortcut menu item also offers all workflows that have image file input.
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Scan color
Select to scan in color. This setting functions only with color scanners. Choose this setting if you want
color graphics, text or backgrounds in the output document. For OCR accuracy, it offers no more benefit
than grayscale scanning, but requires much more time, memory resources and disk space.
In Kofax OmniPage Ultimate, this feature can also be used to initiate barcode-driven workflows.
In Kofax OmniPage Ultimate you can open not only image files, but also documents created in word
processing and similar applications. Supported file types include .doc, .xls, .ppt, .rtf, .wpd and others.
Click the Load Files button in the OmniPage Toolbox or select the Load Files command under Get Page,
in the File menu. In the Load Files dialog box, choose Documents. When you are finished, you can
choose from a wide variety of document file types for saving. These conversions require Kofax Power
PDF Create to be installed.
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Spreadsheet Select if your whole page consists of a table that you want to export to a
spreadsheet program, or treat as single table.
Form Select if your whole page consists of a form and you want form elements
auto-recognized. After recognition, you can modify form element properties,
create new ones, or edit form layout.
If auto-zoning yields unexpected recognition results, use manual processing to rezone individual pages
and re-recognize them.
Preprocess images
To improve OCR results, you can enhance images before zoning and recognition using the Image
Enhancement tools.
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Click the SET - Enhance Image button in the Image toolbar to open the Image Enhancement window. This
window consisted of the following:
1. Starting image panel displays the original
2. Result panel shows the preview of the output
3. Settings for the selected tool
4. Apply saves the settings.
5. Discard last change revokes the last modification only
6. Discard all changes withdraws all modifications.
7. History panel
8. Page Ready
9. Document Ready
When you click Apply, the result image moves to the left panel to become the new starting image for
further enhancement. Changes are listed in the History panel (7). When all changes are in order, click
Page Ready (8) to have the next page loaded or Document Ready (9) to finish enhancing.
This tool lets you switch between the Primary and the OCR image.
Some tools affect the Primary image, while others affect the OCR image. Be sure you know which image
you are editing.
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Good brightness and contrast settings play an important role in OCR accuracy. Set these in the Scanner
panel in the Options dialog box or in your scanner interface. After loading an image, check its appearance.
If characters are thick and touching, lighten the brightness. If characters are thin and broken, darken it.
Use the OCR Brightness tool to optimize the image.
The three examples in the middle give optimal OCR results. The two light samples at the top and the two
dark samples at the bottom are unsuitable for OCR.
Tool Description
Pointer (F5) The Pointer is a neutral tool carrying out different operations under different circumstances
(for example, to pick a color for the Fill operation, or to catch the deskew line.) PO.
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Tool Description
Zoom (F6) Click the tool, and then use the left mouse button to zoom in on your image or the right
mouse button to zoom out. You can also use the mouse wheel for zooming in and out
- even in the inactive view. In the active view the "+" and "-" buttons serve the same
purpose. P+O. WH.
Select area (F7) Click this tool, and then on a tool that can work on a page area (marked AR) and draw
your selection on the image. Image enhancement tools by default work on the whole page.
Selection has three modes (in the View menu): Normal, Additive, and Subtractive. PO.
AR.
Primary/OCR Image Click this tool to switch between the primary and the OCR image in the active view.
Primary images can be of any image mode, while an OCR image is its black-and-white
version, generated purely for OCR purposes. P/O. WH.
Synchronize views Click this tool to zoom and scroll the inactive view to the same zoom value and scroll
position as the active view. To make the inactive view dynamically follow the focus of the
active one, click View then choose the Keep Synchronized command. PO. WH.
Crop Image To use only a part of your image, click the Select Area tool, then the Crop tool and select
the area to keep: the rest of the image is removed. P+O. WH > AR
Rotate Click this tool to rotate (by 90, 180 or 270 degrees) and/or flip your image. P+O. WH.
Despeckle Click this tool to remove stray dots from your image. Despeckle works on the OCR image
at 4 levels of severity. You can also use this tool not to remove noise from the page but to
strengthen letter outlines: to do this, select the checkbox Inverse despeckling. O. AR.
OCR Brightness Use this tool the set Brightness and Contrast of your OCR image. See the diagram of
optimum brightness under Preprocessing Images above. O. AR.
Drop-out Color Click this tool and select Red, Green, Blue; or choose a color from the primary image with
the Select Area tool. Sections of the scanned image in this color are set to transparent.
The tool has its effect on the OCR image. This feature enables a chosen color to be
dropped when preprinted color forms are scanned or loaded. Then the fixed texts, boxes
and other elements can be dropped from the images, leaving only the respondent data
visible and ready for OCR. P/O. WH.
Resolution Use this tool to decrease the resolution of your primary image in percentages. Note that
you cannot adjust a resolution higher than that of the original one. P. WH.
Deskew Sometimes pages are crooked when scanned. To straighten the lines of text manually, use
the Deskew tool. (Auto-deskew is also available in the Process panel of Options.) P+O.
WH.
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Tool Description
3D Deskew Use this tool to remove perspective distortion from digital camera images. This is
particularly useful when you want to check the results of automatic 3D Deskew or you
prefer to do 3D deskew manually after a Load Files step. P+O. WH.
3D Deskew works by snapping the distorted image to a grid. All you need to do is to
manually straighten this grid, and image coordinates will follow; see the illustration below.
Fill Use this tool to apply a color to the image or a selected part of it. PO. AR.
Auto-crop Automatically detects margin areas on the page and reduces them to a minimum. Use
Auto-crop to unify the margins on a set of pages with different sized text areas. P+O. WH
> AR
Clean borders Removes scanning shadows, spots, and marginal notes from page edges. P+O. WH but
relates only to the border area.
Punch Hole Replaces punch holes with the background page color. P+O. WH but relates only to the
Remover border area.
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Tool Description
Enhance whiteboard Provides a slider control to let you improve the readability of text and diagrams on
photo whiteboards or blackboards, when captured by digital camera. The following pictures show
the possible difference when using this tool along with the 3D Deskew tool.
A typical digital photo of a white board, taken from the side with low
contrast
The Enhance whiteboard photo tool slider is used to improve the contrast of the image.
The starting image on the left; the result on the right
Some of these tools are also available for automatic pre-processing of all incoming images. These are
shown on the Process panel in the Options dialog box.
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Click Apply next to the History list to commit the change. Modifications not added to the History by
clicking the Apply button are not performed.
•
Click Reset to discard changes you have performed with a given tool, before they are applied.
•
Click Discard all changes to restore the image as it was before you started the current enhancement
session.
Any time you want to see what output a certain step resulted in, double-click it in the History list. The
display shows the result of that action, removing all actions performed afterwards. If you apply a new
change to the displayed image, that replaces all changes that were made in the History list after the
chosen one.
To create and store an image enhancement template, first bring an image file into the Image
Enhancement window, then carry out your preprocessing steps and add them to the History by
clicking the Apply button. When you are done, choose Save Enhancement Template from the Image
Enhancement window File menu. Browse to your preferred destination and save the template file (with the
extension .ipp).
To carry out the set of modifications saved in the template file on another image, simply open the new
image in the Image Enhancement window and choose Load Enhancement Template from the same File
menu.
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Process areas (in process zones or backgrounds) are auto-zoned when they are sent to recognition.
Ignore areas (in ignore zones or backgrounds) are dropped from processing. No text is recognized and no
image is transferred.
Automatic zoning
Automatic zoning allows the program to detect blocks of text, headings, pictures and other elements on a
page and draw zones to enclose them.
You can Auto-zone a whole page or a part of it. Automatically drawn zones and template zones have solid
borders. Manually drawn or modified zones have dotted borders.
Acquire a page. It appears with a process background. Draw a zone. The background changes to ignore.
Draw text, table or graphic zones to enclose areas you want manually zoned. Click the tool for setting a
process background. Draw ignore zones over parts of the page you do not need. After recognition the
page returns with an ignore background and new zones round all elements found on the background.
If you set Japanese, Korean or Chinese as the recognition language, auto-zoning will find text blocks and
detect the text direction.
Vertical Asian text appears horizontally in the Text Editor, but can be exported as vertical.
Auto-zoning detects vertical texts in non-Asian languages in table cells and anywhere on Normal PDF or
XPS pages. Multi-line detection is possible in these cases.
For image-only PDF and XPS files, and for all other image file or scanner input, auto-detection
works with the following conditions:
• It must be only a single line of text
• It must be on the left or right of a diagram or picture
• It must be situated on the left or right edge of the page and does not have to extend over the full height
of the page.
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Vertical text outside tables can be manually zoned, as described below. This allows multiple vertical lines
to be handled correctly.
Vertical text can be viewed and edited with a vertical cursor in the Text Editor using True Page. In other
formatting levels the text is placed horizontally.
The Image toolbar provides zone drawing tools: one for each type.
Tool Description
Process Zone Use to draw a process zone, to define a page area where auto-zoning will run. After
recognition, this zone is replaced by one or more zones with automatically determined
zone types.
Ignore Zone Use to draw an ignore zone, to define a page area you do not want transferred to the
Text Editor.
Text Zone Use to draw a text zone. Draw it over a single block of text. Zone contents are treated
as flowing text, without columns being found. Apply to text that uses the Latin, Greek
or Cyrillic alphabets and for horizontal text in the Asian languages.
Vertical Asian Text Zone Use to draw text zones for vertical text in Japanese or Chinese. Zones should be
rectangular.
Vertical left-rotated Text Use to draw text zones for vertical text that is left rotated (non-Asian languages only).
Zone The zones should be rectangular.
Vertical right-rotated Text Use to draw a text zone for vertical text that is right rotated (non-Asian languages
Zone only). The zones should be rectangular.
Table zone Use to have the zone contents treated as a table. Table grids can be automatically
detected or placed manually. Table zones should be rectangular. Vertical texts in
tables cannot be zoned manually – they can be auto-detected in table grids.
Graphic Zone Use to enclose a picture, diagram, drawing, signature or anything you want
transferred to the Text Editor as an embedded image, and not as recognized text.
Form Zone Use to enclose an area of your document containing form elements such as a
checkbox, radio button, text field or anything you want transferred to the Text Editor
as a form element. Afterward, in True Page, you can edit form layout, and modify the
properties of form elements.
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The Image toolbar provides zone editing tools. Grouped tools can be undocked/floated and re-docked as
a separate mini toolbar for convenience. One is always selected. When you no longer want the service of
a tool, click a different tool. Some tools on this toolbar are grouped. If docked as a single tool, only the last
selected tool from the group is visible. To select a visible tool, click it.
To draw a single zone select the zone drawing tool of the desired type, then click and drag the cursor.
To resize a zone, select it by clicking in it, move the cursor to a side or corner, catch a handle and move it
to the desired location. It cannot overlap another zone.
To make an irregular zone by addition draw a partially overlapping zone of the same type.
To join two zones of the same type draw an overlapping zone of the same type (drawn zones on the left,
resulting zone on the right).
To make an irregular zone by subtraction, draw an overlapping zone of the same type as the background.
To split a zone, draw a splitting zone of the same type as the background.
When you draw a new zone that partly overlaps an existing zone of a different type, it does not really
overlap it; the new zone replaces the overlapped part of the existing zone.
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Speed zoning lets you do manual zoning quickly. Activate the zone selection cursor, and then move the
cursor over the page image. Shaded areas will appear, showing the auto-detected zones. Double-click to
transform a shaded area into a zone.
You draw or move table dividers to determine where gridlines will appear when the table is placed in
the Text Editor. You can draw or resize a table zone (provided it stays rectangular) to discard unneeded
columns or rows from the outer edges of a table.
Using the table tools, you can insert row and column dividers; or move and remove dividers. Click the
Place / Remove all dividers tool to have dividers in a table auto-detected and placed.
You can specify line formatting for table borders and grids from a shortcut menu. You will have greater
choice for editing borders and shading in the Text Editor after recognition.
When you load a template, its background and zones are placed:
• On the current page, replacing any zones already there
• On all further acquired pages
• On pre-existing pages sent to (re-)recognition without any zones.
With manual processing, the template zones in the first two cases can be viewed and modified before
recognition.
With automatic processing, the template zones can be viewed and modified only after recognition.
With workflow processing, use the zone images step. This combines two steps: load templates and
manual zoning. To use a zone template, click Add in the appropriate panel of the Workflow Assistant,
and select the zone template file to use. Then make your choice between displaying images for manual
zoning; applying the zone template; or applying it and display the images.
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Templates accept ignore and process zones and backgrounds. They can therefore be useful to define
which parts of the pages to process with auto-zoning, and which parts to ignore. Process zones or
process background areas from a template may be replaced during recognition by a set of smaller zones;
specific zone types are assigned to these zones.
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Chapter 5
Recognition results are placed in the Text Editor. They can be recognized texts, tables, forms and
embedded graphics. This WYSIWYG (What-You-See-Is-What-You-Get) editor is detailed in this chapter.
Asian text handling is in some respects different from other languages.
A word may be suspect because it was not found in any active dictionary: standard, user or Ultimate. It
may also be suspect as a result of the OCR process, even if it is found in the dictionary. If the uncertainty
stems from certain characters in the word, they are shown with a yellow highlight, both in the Text Editor
and the OCR Proofreader.
Choose to have non-dictionary words marked or not in the Proofing panel in the Options dialog box. All
markers can be shown or hidden as selected in the Text Editor panel in the Options dialog box. You can
also show or hide non-printing characters and header/footer indicators. The Text Editor panel also lets you
define a unit of measurement for the program and a word wrap setting for use in all Text Editor formatting
levels except Plain Text.
OmniPage can display pages with three levels of formatting. You can switch freely among them with the
three buttons at the bottom left of the Text Editor or from the View menu.
Plain Text
Displays plain decolumnized, left-aligned text in a single font and font size, with the same line breaks as in
the original document.
Formatted Text
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True Page
Tries to conserve as much of the formatting of the original document as possible. Character and
paragraph styling is retained. Reading order can be displayed by arrows.
Verify text
After performing OCR, you can compare any part of the recognized text against the corresponding part of
the original image, to verify that the text was recognized correctly.
The verifier tool is in the Formatting toolbar. The Verifier can also be controlled from the Tools menu.
Hover the cursor over a Verifier display to obtain the Verifier toolbar. Use the zoom icons to zoom in and
out, and click any of the tree page icons to set the context range for the dynamic Verifier (you may switch
between one word, three words or the whole image line).
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To turn the Verifier on, click the Verifier tool or press F9. To turn it off, click the Verifier tool again, press F9
again, or press Esc.
Character Map
The Character Map is a dockable tool to aid you in proofing. It is used for essentially two purposes:
• To insert characters during proofing and editing that are not or not easily accessible from your
keyboard. In this respect, it is very similar to the system Character Map.
• To show all characters validated by the current recognition languages.
To access the Character Map, click the button in the Formatting toolbar, or click Character Map in the
View menu and click Show.
Under the Character Map menu item, you can also choose to display recent characters only, or different
character sets (by default only two are displayed). Asian characters are not supported.
You can access the Character Map in other ways, such as:
• Click Tools > Options and choose the OCR tab. Click the Additional Characters button to select
characters to be included in proofing. Similarly, you can modify the Reject Character by using the
Character Map.
• Select Train Character under the Tools menu. Click the ellipsis (...) button next to the Correct field.
• Select Train Character from the shortcut menu of a suspect or non-dictionary word in the Text Editor.
User dictionaries
The program has built-in dictionaries for many languages. These assist during recognition and may offer
suggestions during proofing. They can be supplemented by user dictionaries. You can save any number
of user dictionaries, but only one can be loaded at a time. A dictionary called Custom is the default user
dictionary for Microsoft Word.
Click Add in the OCR Proofreader dialog box with no user dictionary loaded, or open the User
Dictionary Files dialog box from the Tools menu and click New.
Do this from the OCR panel in the Options dialog box or from the User Dictionary Files dialog box.
Add words by loading a user dictionary and then clicking Add in the OCR Proofreader dialog box. You
can add and delete words by clicking Edit in the User Dictionary Files dialog box. You can also import
words from OmniPage user dictionaries (*.ud). While editing a user dictionary, you can import a word list
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from a plain text file to add words to the dictionary quickly. Each word must be on a separate line with
no punctuation at the start or end of the word. The Remove button lets you remove the selected user
dictionary from the list.
To embed a user dictionary in an OmniPage Document, load your input file, choose Tools > User
Dictionary ; select the user dictionary you want to use, click Embed, and name it. Then save to the file
type OmniPage Document.
Languages
The program can read over 120 languages with multiple alphabets: Latin, Greek, Cyrillic, Chinese,
Japanese and Korean. See the full language list in the OCR panel in the Options dialog box. It shows
which languages have dictionary support. Select the language or languages that will be in documents to
be recognized. Selecting a large number of languages may reduce OCR accuracy.
The option Detect single language automatically removes the need to select languages. It is designed
for unattended processing when documents or forms in different languages are expected. OmniPage then
examines each incoming page and assigns a single recognition language to the whole page. That means
this feature is not suitable for pages containing multiple languages.
The program chooses from the languages with dictionary support that use a Latin-based alphabet
(meaning Russian and Greek are excluded) plus optionally Asian languages. Choose from three language
groups:
• Latin-alphabet languages (select to see the enabled languages)
• Asian languages (Japanese, Korean and Chinese – Traditional and Simplified)
• Latin-alphabet and Asian languages.
When this feature is enabled, no manual language selection is possible and the option Verify language
choices (see below) is not available.
In addition to user dictionaries, specialized dictionaries are available for certain professions (currently
medical, legal and financial) for some languages. See the list and make selections in the OCR panel in the
Options dialog box.
The four Asian languages are listed alphabetically with the others in the Options/OCR panel. You should
select only one of these languages at a time and avoid a multiple selection with other languages. Asian
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OCR can handle short embedded English texts without English being explicitly set; this is not designed
for longer English texts or for texts in other Western languages. Vertical text is typical in Japanese and
Chinese; English may be embedded in different orientations. The program can handle these; in the output
they appear right-rotated.
Beside the language list, the option Verify language choices invokes automatic language detection
that warns of differences between a detected language and the language setting. It works at page-level
and identifies four categories: Japanese, Chinese, Korean and non-Asian. It cannot distinguish between
Traditional and Simplified Chinese or between non-Asian languages. The last category means Japanese,
Chinese or Korean characters were not detected. Verification takes place during image pre-processing, so
the required recognition language must be set before image loading.
Auto-layout and auto-zoning are recommended for Asian pages to place all detected text into text zones;
by choosing an Asian recognition language you set Asian OCR to run in these zones and that can
automatically detect and transmit the text direction, coping with mixed areas of horizontal and vertical
texts on a page.
However, the zoning tool lets you force vertical Asian recognition by manual zoning. Draw rectangular
zones with this tool. To manually zone horizontal Asian text, use the usual text zone type. Do not use the
two other vertical-text tools on Asian texts. Drawing a vertical Asian zone does not automatically enable
an Asian language, nor influence the language auto-detection.
Digital camera images are accepted for Asian languages. However, the automatic 3D deskew algorithm
is unlikely to be useful, and certainly not for vertical texts. Preferably use the standard image loading
command and perform manual 3D deskewing with the relevant SET tool if required. In general, SET tools
can be used on Asian images.
Recognized Asian pages appear in the Text Editor, provided your system has support for East Asian
languages, and always with horizontal text direction. There is no need to specify Asian fonts under
Options/OCR; a default font is automatically applied: typically Arial Unicode MS. Other Asian-capable
fonts on your system can be chosen in the Text Editor. Editor support allows text viewing and verifying,
and Formatted Text is recommended as the formatting level. Large-scale editing and spell-checking are
better done in the target application. Proofing, training and dictionary support are not available for Asian
texts. Therefore, prior to performing Asian OCR, go to the Proofing panel under Options and disable
dictionary word marking, automatic proofreading and IntelliTrain and ensure that no training file is loaded.
Redaction can be applied to Asian texts, either by selection or searching. The workflow step Form Data
Extraction should not be applied to Asian pages.
Typical output converters for Asian texts are RTF, Microsoft Word, Searchable PDF or XPS. The text
direction will be as detected during pre-processing. Changes made in the Text Editor - where text is
horizontal - will be exported, also to vertical text. Plain Text converters are available (Unicode TXT,
Notepad) but here text direction is always horizontal.
Training
Training is the process of changing the OCR solutions assigned to character shapes in the image. It is
useful for uniformly degraded documents or when an unusual typeface is used throughout a document.
OmniPage offers two types of training: manual training and automatic training (IntelliTrain). Data coming
from both types of training are combined and available for saving to a training file.
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When you leave a page on which training data was generated, you will be asked how to apply it to other
existing pages in the document.
Manual training
To do manual training, place the insertion point in front of the character you want to train, or select a group
of characters (up to one word) and choose Train Character from the Tools menu or the shortcut menu. You
will see an enlarged view of the character(s) to be trained, along with the current OCR solution. Change
it to the desired solution and click OK. The program takes this training and examines the rest of the page.
If it finds candidate words to change, the Check Training dialog box lists them. Incorrect words should be
retrained before the list is approved.
IntelliTrain
IntelliTrain is an automated form of training. It takes input from the corrections you make during proofing.
When you make a change, it remembers the character shape involved, and your proofing change. It
searches other similar character shapes in the document, especially in suspect words. It assesses
whether or not to apply the user correction.
You can turn IntelliTrain on or off in the Proofing panel in the Options dialog box. IntelliTrain remembers
the training data it collects, and adds it to any manual training you have done. This training can be saved
to a training file for future use with similar documents.
Training files
Whenever you close a document or switch to another one when unsaved training data exists, you are
prompte to save it. To save a training file into an OPD, load it from Tools > Training File , click Embed,
and save to the file type OmniPage Document.
Saving training to a file, or loading, editing and unloading training files are all done in the Training Files
dialog box.
Unsaved training can be edited in the Edit Training dialog box; an asterisk is displayed in the title bar in
place of a training file name. Save it in the Training Files dialog box.
A training file can be also edited; its name appears in the title bar. If it has unsaved training added to it, an
asterisk appears after its name. Both the unsaved and the modified training are saved when you close the
dialog box.
The Edit Training dialog box displays frames containing a character shape and an OCR solution assigned
to that shape. Click a frame to select it. Then you can delete it with the Delete key, or change the
assignation. Use arrow keys to move to the next or previous frame.
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On-the-fly editing
Use on-the-fly editing to modify a recognized page through rezoning, without having to reprocess the
whole page. When on-the-fly editing is enabled, zone changes (deleting, drawing, resizing, changing type)
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immediately make changes in the recognized page. Conversely, when you modify elements in the Text
Editor True Page formatting level, this changes the zones on that page.
Two linked tools on the Image toolbar control on-the-fly zoning. One of these tools is always active
whenever no recognition is in progress.
• Click to activate on-the-fly editing. The red indicator shows there are no stored zoning changes.
• Click to turn on-the-fly editing off. Your zoning changes are stored; the on-the-fly tool displays a
green indicator to show there are stored changes. To activate these changes, do one of the following:
• Click the on-the-fly tool with a green indicator. The zoning changes will cause changes in the Text
Editor.
• Click the Perform OCR button to have the whole page re-recognized, including your zone
changes.
The Mark Text toolbar gives you tools to mark (highlight or strike-out); and to redact text. Use the View
menu to have this toolbar displayed. You can float or dock this tool group. Each tool has its equivalent
menu item in the Format menu or the Text Editor shortcut menu.
Redacting is blacking out confidential information. It is unreadable and unsearchable. To mark and redact
text manually, click the Mark for redacting tool and use its cursor to select all the text parts you want to
redact. They appear with a gray highlight. When you are ready, click the Redact Document tool. Choose
to do redaction in a copy (safer) or the original document. If you choose to redact a copy, both the copy
and the original remain open in OmniPage, ready to be saved.
Note If you redact the original document, you cannot retrieve the information you have blacked out.
To find and redact text by searching, select Find and Mark Text from the Edit menu to display the
Find, Replace and Mark Text dialog box. Search for text to be marked for redaction. Step through all
occurrences and decide for each case whether to redact immediately or mark for redaction. In the latter
case, perform the redaction by choosing Close and Redact Document in the Mark Text dialog box or
later click the Redact Document button.
You can apply highlighting and striking out either by selection or searching.
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requires Windows 10 or better. The speaking is controlled by movements of the insertion point in the Text
Editor which can be mouse or keyboard driven.
To hear text: Use these keys:
One character at a time, forward or back Right or left arrow. Letter, number or punctuation names
are spoken.
Current word Ctrl + Numpad 1
One word to the right Ctrl + right arrow
One word to the left Ctrl + left arrow
A single line Place the insertion point in the line.
Next line Down arrow
Previous line Up arrow
Current sentence Ctrl + Numpad 2
From insertion point to end of sentence Ctrl + Numpad 6
From start of sentence to insertion point Ctrl + Numpad 4
Current page Ctrl + Numpad 3
From top of current page to insertion point Ctrl + Home
From insertion point to end of current page Ctrl + End
Previous, next or any page Ctrl + PgUp, PgDown or navigation buttons
Typed characters Each typed character is pronounced separately.
The Text-to-Speech facility is enabled or disabled with the Tools menu item Speech Mode or with the F10
key. A second menu item Speech Settings allows you to select a voice (for example, male or female for a
given language), a reading speed and the volume. You must ensure the language selection is appropriate
for the text you want to hear.
Text-to-speech languages can be installed and configured in Windows Control Panel, using the Region
and Speech settings.
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You can bring paper or static electronic forms (distributed mainly as PDF in an office environment) into
Kofax OmniPage Ultimate, recognize them and edit their content, layout or both, in True Page. Draw
form zones over the relevant areas of your image before recognition, or choose Form as recognition
layout, then use the two toolbars: Form Drawing and Form Arrangement to make modifications and
produce a fillable form and save it in the following formats: PDF, RTF, or XSN (Microsoft Office InfoPath
2003 format). Static forms can be saved to HTML. Kofax OmniPage Ultimate uses the Logical Form
Recognition technology to create fillable forms from static ones.
Note that OmniPage supports form creation and editing; however, the tools available here are not
designed to fill in forms.
Tools Description
Select Objects Click to select, move, or resize elements in your form.
Text Use to add fixed text descriptions on your form such as titles, labels and headers.
Line Use primarily in layout design: click the tool to draw lines to separate distinct
sections in your form.
Rectangle Click to create rectangles in your form for design purposes.
Graphic Use to select areas of your form that are to be treated as graphics.
Fill Text Click to create fillable text fields where you want people to enter text.
Comb Use to create a text field consisting of boxes. This tool is typically used for
information such as ZIP codes.
Checkbox Click to draw checkboxes: typically for Yes/No questions and marking one or more
choices.
Circle Text Similar to the checkbox element above, use the Circle text tool to create elements
that are encircled when selected.
Table Use to create tables in your form.
You can also create form elements by right-clicking an existing form element in your recognized form, and
choosing the Insert Form Object menu item.
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To set the order of overlapping elements, use the Bring to Front and Send to Back buttons.
To align the right/left, top/bottom edges or the centers of the selected form elements:
• Horizontally: use the horizontal alignment tools
• Vertically: Use the vertical arrangement tools
The commands of the Form Arrangement toolbar are also accessible from the shortcut menu of any form
element.
Form data extraction (FDE) is a workflow step. Data is extracted from elements such as fillable fields,
check boxes, and option buttons. FDE is a simplified implementation of the full Logical Form Recognition
technology.
OmniPage extracts data from incoming forms, using the specified template. Export is to a comma-
separated value text file (.csv) ready to be loaded into a spreadsheet.
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Once you select Form Data Extraction in a workflow, only save steps will follow.
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Chapter 6
Once you have acquired at least one image for a document, you can export the image to file. Once you
have recognized at least one page, you can export recognition results. After further recognition you can
save a single page, selected pages or the whole document by saving to file, copying to the Clipboard
or sending to a mailing application. Saving as an OmniPage Document is always possible. OmniPage
provides comprehensive support for Office applications and formats.
A document remains in OmniPage after export. This allows you to save, copy or send its pages
repeatedly, for example with different formatting levels, using different file types, names or locations. You
can also add or re-recognize pages or modify the recognized text.
With automatic processing and in DocuDirect jobs, you specify where to save first before processing
starts.
A workflow may contain one or more saving steps, even to different targets (for instance, to file and to
mail). A DocuDirect job must contain at least one saving step.
Exporting is done through button 3 on the OmniPage Toolbox. It lists available export targets. Some
appear only if access to the target is detected on your computer. Select the desired target then click the
Export Results button to begin export. You can also perform exporting through the Process menu.
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4. Click Options to specify a saving mode (black and white, grayscale, color or "As is"), a maximum
resolution and other settings. For TIFF files, you specify the compression method here.
5. Click OK to save the images as specified. Zones and recognized text are not saved with the file.
Plain Text
Exports plain decolumnized left-aligned text in a single font and font size. When exporting to Text or
Unicode file types, graphics and tables are not supported. You can export plain text to nearly all file types
and target applications; in these cases, graphics, tables and bullets can be retained.
Formatted Text
Exports decolumnized text with font and paragraph styling, along with graphics and tables. This level is
available for nearly all file types.
Flowing Page
Keeps the original layout of the pages, including columns. This is done wherever possible with column
and indent settings, not with text boxes or frames. Text then flows from one column to the other, which
does not happen when text boxes are used.
True Page
Keeps the original layout of the pages, including columns. This is done with text, picture and table boxes
and frames, and it is offered only for target applications capable of handling them. True Page formatting is
the only choice for XML export and for all PDF export, except for the file type PDF Edited.
Spreadsheet
Exports recognition results in tabular form, which is suitable for use in spreadsheet applications. This
places each document page onto a separate worksheet.
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When exporting to Microsoft Excel, Spreadsheet is good for saving whole-page tables. Formatted Text is
better if your document contains smaller tables: each table is placed on a separate worksheet with non-
table parts placed in an index worksheet with hyperlinks to each relevant worksheet.
To make changes apply to all future exports done with the given converter, select the check box "Make
changes permanent". If not selected, changes are applied to the current export only and are not saved for
future use. Export settings can be changed and saved without a document save: click Tools > Saving
Preferences .
Multiple converters
Use multiple converters to export to two or more file types in one export step. Select the Multiple option in
the save dialog box.
To make your own multiple converter, open the Saving Preferences dialog box from the Tools menu.
Choose the heading Multiple converters. Select a converter and click Create from. This will make a
copy of the selected converter that you can freely modify without overwriting the original one.
The new converter appears in the list. Select it and click Options to specify its settings. You receive a
list of all text converters, followed by all image converters. Select the desired ones. Optionally specify
subfolder paths for each file type.
You can save pages with different formatting levels or file options to the different file types, as defined in
their simple converters. The following save operations cannot be done with multiple converters:
Save to PDF
You have five choices when saving to Portable Document Format (PDF) files. The first four are presented
as Text converters, and the last one is listed among the Image converters.
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PDF (Normal)
Pages are exported as they appeared in the Text Editor in True Page view. The PDF file can be viewed
and searched in a PDF viewer and edited in a PDF editor.
PDF Edited
Use if you have made significant editing changes in the recognition results. You have three formatting
level choices, including True Page. The PDF file can be viewed, searched and edited.
PDF Searchable Image
The PDF file is viewable only and cannot be modified in a PDF editor. The original images are exported,
but there is a linked text file behind each image, so the text can be searched. A found word is highlighted
in the image.
PDF with image substitutes
As for PDF (Normal), but words containing reject and suspect characters have image overlays, so these
uncertain words display as they were in the original document. The PDF file can be viewed, searched and
edited.
PDF Image
The original images are exported. The PDF file is viewable only and cannot be modified in a PDF editor
and text cannot be searched.
Besides the above types, you can use other parameters in defining your PDF output by clicking Options.
PDF 1.6 or 1.7
Save to PDF version 1.6 or 1.7 for enhanced security, markup and attachment embedding functionality.
PDF/A
Choose to create PDF/A compliant files to be confident that files display identically regardless of the
computer environment and remain readable even after many years of technological evolution.
Tagged PDF
Create a tagged PDF file to preserve its structure. This will ensure logical reading order, correct table
structure and more.
PDF MRC
Use this high compression technology for good quality and smaller file size; available for color and
grayscale PDF Images or PDF Searchable Images.
Linearized PDF
Choose this to create PDF files optimized for fast loading and display when embedded in web pages.
Password protection
In Kofax OmniPage Ultimate you can set a type and level of encryption and then define an Open
password and/or a Permissions password for PDF files.
A smaller range of choices is available for saving to XPS files.
A variety of outputs is also available from a PDF file shortcut menu: Word, Excel, RTF, WordPerfect, or
text. For more options, use the Convert Now Wizard.
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Kofax OmniPage Ultimate adds the ability to make PDF files searchable as a pre-programmed job in
DocuDirect. This can be with a Normal job (starting immediately, at a fixed later time or with recurrence) or
as a Folder watching job.
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Send to Kindle
A Kindle reader is an electronic book product from Amazon. The Kindle Assistant in the Tools menu lets
you create a simple workflow that sends recognition results optimized for Kindle reader display to a Kindle
account at Amazon.
This simple workflow has three steps: acquire images, perform OCR and send to Kindle. The recognition
language can be selected. All other settings take either default values or values optimized for Kindle.
When you run the Kindle Assistant the first time, a customized output converter is created, called "Kindle
Document". It converts colored items to grayscale, pictures to 72 dpi and sets Formatted Text to remove
any columns. This converter is then available for later processing, with or without workflows.
You can modify the Kindle workflow using the Workflow Assistant, to add other steps and change settings.
For instance, you can specify a page range or add more save steps, so the file is not only sent to Kindle,
but also saved to a file with different settings (for instance with Flowing Page and color retention). Take
care not to make modifications that are unsuitable for Kindle, such as creating multiple output files, setting
non-supported languages, etc.
You can also compile workflows targeting Kindle with the Workflow Assistant; set a Send in Mail step,
choose the Kindle output converter in its settings and enter the Kindle email address. You can do the
same without using a workflow by choosing Send in Mail in the Export results drop-down list.
Send to ePub
ePub is a free, open-source electronic book standard that can be displayed on any of the widely popular
devices capable of functioning as an ebook reader.
For better ePub results, the Treat as book (ePub) option should be selected under Tools > Options >
Process > Retain features . This way processing steps are optimized for ePub output.
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Two ePub sample workflows are shipped with Kofax OmniPage Ultimate:
• ePub from PDF or Scanned Document: retains formatting
• ePub from PDF or Scanned poems: conserves line breaks
Kofax OmniPage Ultimate is delivered with Evernote cloud access. The cloud provider is available in the
Export Results drop-down list.
In Kofax OmniPage Ultimate you can export files to other targets. You can save files to Microsoft
SharePoint, to eDOCS (Open Text) or iManage (Interwoven). Exporting choices are made in the Export
Options dialog box. When you click OK, you may be directed to log in and prompted to specify the
required path.
When using SharePoint, the server, login and password information must be provided only once per
session, and it is offered in each subsequent session.
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Chapter 7
Workflows
A workflow contains a series of processing steps and their settings. It can be saved for repeated use
whenever you have a task needing the same processing. Workflows usually begin with a scanning or
loading step, but they can also start from the document currently open in OmniPage. After that, they
do not have to conform to the traditional 1-2-3 processing pattern. Usually a workflow will include a
recognition step, but this is not compulsory. For instance, page images can be saved to image files in
a different file type or to an OmniPage Document. With or without OCR, any number of saving steps is
possible, even to different targets, each with their own export settings.
Workflows are designed for efficient whole-document processing. They can also handle recognizing or
saving single or selected pages from a document.
Some workflows run without user interaction. Workflows needing interaction are those with a manual
image enhancement step, a manual zoning step, a proofing/editing step, the ones when run-time
prompting is requested for input or output file names and paths, or scanning workflows prompting for more
pages.
DocuDirect jobs are closely related to workflows. Jobs are created in the Job Wizard which uses Workflow
Assistant in the creation process. Jobs run workflows according to the job parameters (mostly timing
instructions) and it is more typical for them to run unattended.
Click Workflow Assistant in the Standard toolbar to see the steps and settings.
Running workflows
Here is how to run a sample workflow or one you have created:
1. If your workflow takes input from a scanner, place your document in the ADF or the first page on the
scanner bed.
2. Select the desired workflow from the Workflow drop-down list.
3. Press the Start (1-2-3) button. The OmniPage Toolbox displays the steps in the workflow and acts as
a progress monitor. The Workflow Status panel shows progress in more detail. To stop the workflow
before it completes, press the Stop button.
4. If run-time input selection is specified, the Load Files dialog box awaits your choice of files.
5. If you requested a step requiring interaction (image enhancement, manual zoning, or proofing) the
program presents pages for attention.
6. When a page is enhanced, zoned or proofed, click the Page Ready button in the Toolbox or
appropriate dialog box to move to the next page.
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7. When the last page is enhanced, zoned or proofed, or when you no longer want to do zoning or
proofing, press the appropriate Document Ready button on the Toolbox. Any pages without
zones will be auto-zoned.
8. The After Completion menu under Process > Workflows gives you three options to end a
workflow. You can choose to close the document, close OmniPage, or shut down your computer.
These settings are typically applied if the workflow runs unattended; if your workflow is unattended,
remember to include a save step.
You can also run workflows from an OmniPage Agent icon on the Windows taskbar; right-click it for a
shortcut menu listing your workflows. Select one to run it. OmniPage will be launched if necessary. If it is
running with a document loaded, the Start Workflow dialog box displays where you can choose what to
process from the current document: only the Workflow-defined pages, all pages, selected pages, or the
current page.
If you do not see the OmniPage Agent icon, enable it in the General panel of the Options dialog box or
choose C:\Program Files (x86)\Kofax\OmniPage19\OpAgent.exe.
You can launch some workflows from your desktop, from Windows Explorer or the Easy Loader. Right-
click an image file icon or file name for a shortcut menu. Multiple file selection is possible. Choose Kofax
OmniPage Ultimate and a workflow name from the submenu, which also provides quick access to six
target formats using default settings: Word, Excel, PDF, RTF, TXT and WordPerfect. To customize which
workflows you would like to see here, click the Add and Remove Workflows menu item. Only workflows
with run-time prompting for input files are listed here.
Pressing Stop while a workflow is running pauses it. Click Start to resume processing. If you pause a
workflow, maybe do some manual processing, and then save the document as an OmniPage Document,
when you later open that OmniPage Document, the interrupted workflow will resume.
Workflow Assistant
Use the Workflow Assistant to create and modify workflows. The Job Wizard also uses this to create or
modify workflows that jobs execute - see the next section. The Assistant offers one or more steps, each
with a drop-down list. This left panel of the Workflow Assistant dialog box lets you build your workflow.
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At any moment in the process, the Assistant drop-down menu offers all steps that are logically possible at
that point.
In Kofax OmniPage Ultimate, additional steps are available: Extract Form Data and Mark Text.
Create workflows
Select New Workflow in the Workflow drop-down list, or from the Process > Workflows menu. Or click
the Workflow Assistant button in the Standard toolbar when no workflow is selected.
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• Choose Existing Workflows to see a list of existing workflows. These are the sample workflows plus
any you have created. Select one as source. Its steps will appear in the workflow diagram on the right.
Enter a name for your new workflow. Click Next to proceed; modify its steps and settings as described
in the next section. The changed settings apply to the new workflow only and are not written back to
the workflow used as the source. Any changed settings enter the new workflow, but do not affect the
settings in the program. Finally, select Finish to complete your new workflow.
Modify workflows
Select the workflow you want to modify in the Workflow drop-down list and click Workflow Assistant in
the Standard toolbar. Or click Tools > Workflows , select the desired workflow and click Modify. The
first panel of the Workflow Assistant appears with the workflow loaded. Click the icon in the workflow
diagram that represents the step you want to modify. Click the downward pointing arrow under the icon to
replace this step with another one. Continue modifying steps and/or settings as desired. Remember that
deleting or modifying a step may result in later, dependent steps being removed. Click Next to replace
removed steps or to add new ones. Click Finish to confirm the changes to your workflow.
After creating or modifying a workflow, you must either run a workflow or select the 1-2-3 item in the
Workflow drop-down list, to return to normal processing.
Workflow to Kindle
The Kindle Assistant in the Tools menu helps you create a simple workflow that will accept input, perform
OCR and send the results in a suitable format to a Kindle account at Amazon; it will then appear on the
Kindle device registered to that account.
DocuDirect
DocuDirect is a separate but integrated program to let you create jobs to be processed immediately, or at
some time in the future. By choosing steps carefully, you can set up jobs that can run unattended. A job
executes a workflow according to the job settings. Jobs are created in the Job Wizard.
In Kofax OmniPage Ultimate, you have the following additional DocuDirect capabilities:
• Setting job timing and recurrence
• Folder watching for incoming image files
• Email inbox watching for incoming attachments (Outlook and Lotus Notes)
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the check box. Then only automatic image enhancement will run, auto-zoning will replace manual
zoning and proofing is skipped.
In this case, you must ensure that the input and saving file sets and locations are pre-defined.
In Kofax OmniPage Ultimate you can set a recurrence pattern and request email notification when
the job is completed.
From the next panel onwards, you can construct your job (except for barcode cover page jobs) as
you normally do with Workflows. Set your starting point (Fresh Start or Existing Workflows) and
proceed as described in the Create workflows topic.
The Options dialog box in DocuDirect is in the Tools menu. Its General panel has an option Enable
OmniPage Agent on system tray at system startup. By default, it is on. It must remain selected
for jobs to run at their scheduled time. The option is provided so it is possible to prevent all jobs from
running without having to disable them individually. Its state also governs the running of barcode
cover page jobs.
The General panel lets you limit the number of pages allowed in an output document, even if the
file option Create one file for all pages is selected. When the limit is reached, a new file is started,
distinguished by a numerical suffix.
5. Click Finish to confirm job creation.
Modify jobs
Jobs with an inactive status can be modified. Select the job in the left panel of DocuDirect and click Edit
> Modify in the menu or click the Modify Job button. First, modify timing instructions as desired.
Then the Workflow Assistant appears with the workflow steps and settings loaded. Make the desired
changes as already described for workflows.
Waiting
Scheduled but job start time is in the future.
Running
Processing is currently underway.
Watching
Watching is in progress but there is no processing.
Inactive
Created with timing instruction: Do not start now; or any deactivated jobs.
Expired
Scheduled job but start time is in the past.
Collecting
Watching in progress but the job is waiting for all incoming files to arrive.
Paused
User has paused the job and has not yet resumed it.
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Closing
Watch type job is saving its result.
Starting
The status right before Running. Displays when a job is just being started or when more jobs are about to
run than the number of jobs DocuDirect can simultaneously run.
Click on a job and a step-by-step analysis of all pages in the job appears in the right panel. It shows where
input was taken from, the page status and where output was directed to. Click on a plus icon to see more
information about the page. Click on a minus icon to hide details. For jobs with the error or warning status,
the listing shows which pages failed or what problems occurred.
Activate Job in the File menu serves to activate any inactive job immediately.
Deactivate Job in the File menu deactivates any active job. If the job is running, this will stop it before
deactivating. Choose this to close a Watch type job immediately to save its result.
Stop Job in the File menu stops a job with status Starting, Running, or Paused.
Pause Job is available for jobs with status Running or Starting. To modify such a job’s timing
instructions you must stop it.
Resume Job lets the job continue from its state when it was paused.
Delete Job in the Edit menu serves to delete the currently selected job. Only Inactive jobs can be
deleted.
Use the Edit menu to send a copy of a job’s status report to Clipboard.
Use Save OPD As in the File menu to save any intermediate result of a paused job to an OPD file.
To remove data files click Edit, then choose Clear Occurrence. This removes files storing the reporting
data from the current occurrence of the current job. Clear All Occurrences removes all data for all job
occurrences of the selected job. These two options are useful to free disk space, but cleared occurrences
cannot be viewed anymore, so use these with caution.
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Watched folders
In Kofax OmniPage Ultimate you can specify watched folders and email inboxes (Outlook and Lotus
Notes) as job input. These allow processing to be started automatically whenever image files are placed in
pre-defined folders or arrive into inboxes as email attachments.
This is useful to have sets of files with predictable content arriving from remote locations processed
automatically on arrival, even if no-one is in attendance. Typically these are reports or form-like
documents that are delivered repeatedly or at recurring intervals, for example each week or month.
To use this facility, prepare a set of folders or email folders to be watched. You should not use these
folders for other purposes, not even for barcode cover page jobs. When setting up such a job, choose
Folder watching job, name it and click Next. In the dialog box that appears, browse to the folders.
Incoming files are removed from the watched folders as soon as they are transferred to OmniPage for
processing; you should therefore arrange additional storage elsewhere if you want to retain the incoming
files.
Add the desired folders and file types (one type or all types). Click the check box in front of your selected
folder to include its subfolders as well. To enable a number of file types, add the Folder repeatedly, once
for each type. Add a checkmark to watch subfolders of the selected folder as well.
When you reach the next panel of the Job Wizard, you set the timing instructions: a starting time and
an end time for the watching to occur. You can specify recurrences, for instance to have the folders
watched only during your lunch hour (Start 12.15, End 13.05) every Monday, Wednesday and Friday,
or overnight in the last three days of each month, when you keep your computer running to collect and
process monthly reports arriving from afar.
When files enter a watched folder, the program waits for approximately the interval specified in DocuDirect
Options for more files to arrive in order to process them together. When files cease to arrive, processing
starts.
To finish the watching early, choose Deactivate Job. Then you can modify the job freely.
Watched mailboxes
In Kofax OmniPage Ultimate, you can specify watched mailboxes as job input. These allow processing
to be started automatically whenever image files of specified file types are placed in pre-defined email
folders. This is useful to have sets of files with predictable content arriving processed automatically on
arrival, even if no one is in attendance.
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The program supports watching Microsoft Outlook and Lotus Notes mailboxes.
Barcode processing
In Kofax OmniPage Ultimate you can run workflows (sets of steps and their settings) using barcode cover
pages that define which workflow should run. A barcode cover page identifies a workflow (with workflow
identifier, workflow name and workflow steps) and contains information on workflow creation (name of the
creator, date of creation, etc.). Note that barcode processing cannot be recurrent.
• Scanner input: Workflow processing is driven by placing the cover page on top of a document to be
scanned and pushing the scanner's Start button.
• Image file input: Job processing is driven by copying the barcode cover page image into a watched
folder that will receive the document images to be processed.
All available pages are processed by the specified workflow, or until a new barcode page is encountered.
The result is saved as specified by the workflow.
For image input, you must create a barcode cover page job.
A barcode cover page job uses a special kind of watched folder. Always use a separate folder for barcode
processing. The starting time for the workflow is defined by the moment the barcode cover page enters a
watched folder.
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3. Define timing instructions for barcode folder watching in DocuDirect by creating a barcode cover
page job.
You can copy the barcode cover page image and the image files into the watched barcode folder yourself,
or direct others to do this. You can also place just a barcode cover page image file in the watched folder,
then have a network scanner make and send image files there.
File-it Assistant
The File-it Assistant lets you create scanning workflows for repeated document conversion tasks. The
Assistant is for scanning jobs that require no user interaction during the processing. In a typical scenario,
operators at a scanning station prepare documents, applying the appropriate barcode cover page to each,
without needing to know anything about the later processing or destination of the documents, because
all that is pre-determined. Associate a button on your scanner with OmniPage and print a barcode cover
page to identify your workflow. As a result, you can scan, convert and save without interaction beyond
pressing the scanner button.
It is possible to use barcode cover pages stored as image files to drive jobs from watched folders. Such
jobs permit interactive steps like manual zoning and proofing that are not available via the File-it Assistant.
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Both these jobs allow only a single PDF step. If selected, the Next button is not available and Finish must
be chosen when all settings are applied as desired.
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Chapter 8
Technical information
This chapter provides troubleshooting and other technical information about using OmniPage. Please also
read the Readme file and other help topics, or visit the Kofax web pages.
Troubleshooting
Although OmniPage is designed to be easy to use, problems sometimes occur. Many of the error
messages contain self-explanatory descriptions of what to do, such as check connections, close other
applications to free up memory, and so on.
Please see your Windows documentation or OmniPage Help for information on optimizing your system
and application performance.
Supported file formats are listed here, and the Help provides more detail.
Testing OmniPage
Restarting Windows in safe mode allows you to test OmniPage on a simplified system. This approach is
recommended when you cannot resolve failure problems or if OmniPage has stopped running altogether.
See Windows online Help for more information.
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If you are performing multiple tasks at once, such as recognizing and printing, OCR may take longer.
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The Proximity/Merriam-Webster American English Linguibases. © Copyright 1982, 1983, 1987, 1988
Merriam-Webster Inc. © Copyright 1982, 1983, 1987, 1988 Franklin Electronic Publishers, Inc. Words
are checked against the 116,000, 80,821, 92,641, 106713, 118,533, 91928, 103,792, 130,690, and
140,713 word Proximity/Merriam-Webster Linguibases. The Proximity/Collins British English Linguibases.
© Copyright 1985 William Collins Sons & Co. Ltd. Legal and Medical Supplements © Copyright 1982
Merriam-Webster Inc. © Copyright 1982, 1985 Franklin Electronic Publishers, Inc. Words are checked
against the 80,307, 90,406, 105,785, and 115,784 word Proximity/Collins Linguibases. The Proximity/
Collins French, German, Italian, Portuguese (Brazilian), Portuguese (Continental), Spanish Linguibases.
© Copyright 1984, 1985, 1986, 1988 William Collins Sons & Co. Ltd. © Copyright 1984, 1985, 1986, 1988
Franklin Electronic Publishers, Inc. Words are checked against the 136,771, 150,893, 178,839, 207,119,
212,565, and 194,393 word Proximity/Collins Linguibases. The Proximity/Van Dale Dutch Lingubase. ©
Copyright 1987 Van Dale Lexicografie bv. © Copyright 1987 Franklin Electronic Publishers, Inc. Words
are checked against the 119,614 word Proximity/Van Dale Linguibase. The Proximity/Munksgaard
Danish Linguibase. © Copyright 1988 Munksgaard International Publishers Ltd. © Copyright 1988
Franklin Electronic Publishers, Inc. Words are checked against the 113,000 word Proximity/Munksgaard
Linguibase. The Proximity/IDE Norwegian and Swedish Linguibases. © Copyright 1988 IDE a.s. ©
Copyright 1988 Franklin Electronic Publishers, Inc. Words are checked against the 126,123 and 150,000
word Proximity/IDE Linguibases.
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Asian OCR capabilities are jointly developed by the Beijing Wintone Information Technology Corporation
Ltd and Nuance Communications, Inc. All rights reserved.
International Components for Unicode (ICU) project Copyright © 1995-2009 International Business
Machines Corporation and others.
This software is based, in part, on the work of the Independent JPEG Group, and Colosseum Builders,
Inc.
Portions of this software are copyright © 2006 The FreeType Project <www.freetype.org>. All rights
reserved. FreeType 2.3.1, Turner, Wilhelm, Lemberg.
Export Options dialog controls from Allan Nielsen, Supergrid control, copyright © 1999.
This product includes software developed by the OpenSSL project <http://www.openssl.org/> with
software written by Eric Young and Tim Hudson.
Part of this software is derived from the RSA Data Security Inc. MD5 Message-Digest Algorithm.
Components for Asian font handling: copyright © 2009 Adobe Systems Incorporated. All rights reserved.
Some integration and other components: © 2009 Microsoft Corp. All rights reserved.
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