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 offlineVisit 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

 

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