Helpful Hints
Take a look through our helpful hints and maximise functionality and minimise processing times
Updating The Software
Updating ScanToPDF software is easy and just a few clicks away
When a new release is posted, we update the version number of the software
All that is needed to update the software is to click Help on the ScanToPDF menu and choose Check for updates
If the software is up to date a message box will be displayed that there is no new update available
If a new release is available it will be offered for download and installation, completely automatically. Just follow the prompts !
Viewing Scanned Documents
To view documents that have just been scanned we have added 2 shortcuts to the ScanToPDF menu
File >> View last saved PDF document
This will display the last document produced by ScanToPDF using the default PDF viewer
File >> Open default save folder
This will display the folder where the last document was saved using Windows Explorer
Moving Version 6 Settings To Another Computer
On the existing PC
- If version 6 software was purchased online – De-activate the license key using the instructions in step 4 of the Activation page
- Export the settings using the Help >> Export settings menu
On the new PC
- Install ScanToPDF
- Copy the ZIP file saved from the existing PC into the folder C:\ProgramData\OIC\ScanToPDF_6_AutoLoad on the new PC
- Start ScanToPDF and answer “Yes” when asked to overwrite the current settings store using the exported settings file
- If version 6 software was purchased online – Activate the license key using the instructions in steps 2 and 3 of the Activation page
- If version 6 software was purchased offline – Visit this page and request a new activation key
This completes the moving of ScanToPDF version 6 to a new computer
Copying Version 6 Settings To Another Computer
To copy settings from one PC (source) to another (target)
On the source PC
- Export the settings using the Help >> Export settings menu
On the target PC
- Install ScanToPDF
- Copy the ZIP file saved from the existing PC into the folder C:\ProgramData\OIC\ScanToPDF_6_AutoLoad on the new PC
- If the folder C:\ProgramData\OIC\ScanToPDF_6_AutoLoad is not shown in Windows File Explorer, tick the Hidden items option on the Windows File Explorer >> View toolbar
- Start ScanToPDF and answer Yes when asked to overwrite the current settings store using the exported settings file
This completes the copying of ScanToPDF settings
Visualising Document Batches
To visualise batches of captured images as pages and documents prior to saving just add the FREE Document Visualisation plugin
Example uses
- Show the batch separation to confirm its correct
- Display page and document counts
- Display the value of barcodes beside the page thumbnails
To learn more click here
Barcode Filtering
Often when batch scanning barcoded documents, the documents will contain barcodes that are not required for the batch separation and file naming process. These can cause problems with the separation occurring at the wrong place, and the file names being incorrect because the wrong barcode has been used.
For this reason we have added a simple setting in the barcode recognition settings called Inclusion regex pattern match
Despite it’s catchy name, it’s actually really useful. Just use the setting to define a pattern for the barcodes that should be recognised, all other barcodes that don’t match the pattern will simply be ignored as if they didn’t exist
For example, to match only barcodes that have three alpha characters, followed by six digits, just set the Inclusion regex pattern match to [A-Z]{3}[0-9]{6}
And don’t worry about how Regex works, just ask us for advice and we’ll be pleased to help you
Further documentation – Barcode Recognition ScanToPDF Plugin Module – ScanToPDF
Unclutter The Menu & Toolbar
Using the Options items on UI setting it’s easy to choose what is shown on the toolbar, main menu and context menus in ScanToPDF
This reduces the choice of icons and menus to those that are used and removes un-wanted options
Just click on the Edit menu and choose Options and select the optional items from the list called Options Items on UI
More details are available here
Using FREE Plugins
In version 6 there are several plugins which are FREE to use, and do not require a license key
These are Auto Rotate, PDF Import, Page Deskew, Document Visualisation
To add any of these plugins click here for more information
Using Settings From A Version 5 Computer
On the version 5 PC
- Export the settings using the Help >> Export settings menu
On the version 6 PC
- Install ScanToPDF
- Copy the ZIP file saved from the existing PC into the folder C:\ProgramData\OIC\ScanToPDF_6_AutoLoad on the new PC
- Start ScanToPDF
- Apply the key provided to you by our licensing team or Activate the license key using the instructions in steps 2 and 3 of this page
This completes the import of version 5 settings to a ScanToPDF version 6 computer
Using ScanToPDF Constants
In version 6 we introduced Constants. These enable values to be set and used and re-used in the ScanToPDF settings, simply by enclosing the constant in curly braces
Example
to set the root folder used in the Output file path settings of the auto file namer, set a constant for the root folder and then use the root folder constant in the setting
Create a constant called OutputRoot and set to value c:\pdf files
In the Auto file namer >> Output file path setting use this syntax
{OutputRoot}\{IncrementCounter():000}.pdf would create a file path of c:\pdf files\001.pdf
Start ScanToPDF , click Edit on the menu and choose Options. Then click the Application icon
Click on the Constants tab
Create and set the values for constants used within ScanToPDF. These constants substitute the value of the constant when used in syntax in the settings.
Use the + button to create a new constant. Enter the constant name and the constant value
Use the – button to remove the selected constant
When the required constants have been added, click Save on the lower right of the window