Using ScanToPDF

Learning The Basics

A major influence on our design philosophy was to make sure that ScanToPDF offers a simple way to capture images from a variety of sources and then easily save those images into a PDF file. Our software is therefore very easy to configure and use, with no expertise required.

Settings can be configured so that ScanToPDF goes into the save procedure as soon as all the pages have been captured (using the “Automatic save after capture” toolbar/menu option), meaning that scanning can take just a single mouse click.

The instructions below explain how to use ScanToPDF, before extending functionality using plugins or solution settings.

ScanToPDF User Interface

ScanToPDF File Menu

Select Capture Source

Displays a window to enable selection of a scanning device (TWAIN or WIA). If a TWAIN source is available always use that in preference to a WIA source. Please visit our Getting Started page to learn more about Select capture source and TWAIN.

Scan Now

Initiate a scan from the selected scanning device.

Import

There are two sub items:

  • Import single file – choose a file to import images
  • Import from folder – choose a folder to import images

Save PDF

Initiate a save of the captured images.

Send PDF

Save a temporary PDF, launch the default email client and attached the PDF to it.

Abandon Batch

Abandon the batch of captured images.

Open Default Save Folder

Open the folder where the last PDF was saved into.

View Last Saved PDF Document

Open the last saved PDF document using the default PDF viewer.

Exit

Close the application.

ScanToPDF Edit Menu

PLEASE NOTE: The settings chosen in the UI > Optional items on the UI setting will modify the selections available on the Edit menu

Show Capture Device UI (Scanner Dialog Window)

Set to on/off to display/not display the scanner dialog window prior to scanning.

Automatic Document Save After Capture

Set to on/off to save/not save the document immediately after capture without further user intervention.

Launch Email Client After Save

Set to on/off to launch/not launch the default email client with the PDF document attached immediately after save.

Options

Open the options window to facilitate changing ScanToPDF settings.

ScanToPDF View Menu

The View menu option is settings dependent and the menu could contain the following items:

  • Document view – Opens the document view window which has various features for viewing captured pages, including barcode and OCR data (click here for more details)
  • Barcode edit window – Displays the barcode edit window (click here for more details)
ScanToPDF Help Menu

PLEASE NOTE: The settings chosen in the UI > Optional items on the UI setting will modify the selections available on the Help menu

Documentation

Opens the Documentation page on our website to access documentation.

Export Settings

Export the current ScanToPDF settings to a compressed ZIP file. The ZIP file will be saved in the user’s documents folder.

Check for settings update

Connects to the settings channel of our server to receive the latest settings from the OiC support team

Product Activation

Opens the Product Activation window to enable activation of license keys (click here to learn more).

Check For Software Update

Connects to our software deployment server and confirms if an update is available for your software. If an update is available it will ask whether to download & install it to update the version.

Copy Application Info

Copies important information about the software to the clipboard to easily paste, for example in an email when requested by the OiC support team

About ScanToPDF

Displays important information about ScanToPDF such as the ScanToPDF serial number (top right) and the version number of the software (top left)

Version number and the executable being run. x64 for 64 bit and x86 for 32 bit. This may be requested by OiC support staff.

ScanToPDF Serial number. Clicking the serial number with the mouse presents a dialog offering to copy the serial number to the clipboard. Click Yes to copy the serial number to the clipboard.

Click anywhere on the window to close the About dialog.

ScanToPDF Toolbar
Capture images from a TWAIN scanner
Capture images from a single folder
Capture images from a single file
Abandon the batch of captured images
Cancel file import
Save the batch of captured images
Scan a file and send it via email
Open the Options window to alter ScanToPDF options
Automatic save after capture (on / off toggle)
Show/Hide the TWAIN user interface (UI) (on / off toggle)
Launch the default email client with the PDF attached after save (on / off toggle)

 

ScanToPDF Thumbnail Pane
  • The thumbnail pane (left hand side of the user interface) displays thumbnail sized images of captured pages, the pages can be re-ordered using drag & drop
  • To select a page (to perform some action on it) the checkbox on the bottom right corner of the thumbnail needs to be checked.
  • To select more than 1 page simply check each page checkbox as required
  • To perform actions on selected pages, right click the thumbnail and the context menu is displayed – this provides access to several functions:
    • Select a page (or pages)
    • Select the current document
    • Save a page (or pages)
    • Rotate a page clockwise or anti-clockwise
    • Delete a page (or pages)
    • Insert a page (or pages)
    • Change the zoom level of the image pane
    • Save the page as a template (for use with Data Gatherer or Page Stamper)

Keyboard Shortcuts In The Thumbnail Pane

The follow keyboard shortcuts are provided in the thumbnail list pane:

  • Del – Delete the selected page
  • Page Down – Move down one page
  • Page Up – Move up one page
  • CTRL (Page Down) – Move down to the first page of the  next document *
  • CTRL (Page Up) – Move up to the first page of the previous document *
  • End – Move to the last page in the thumbnail list *
  • Home – Move to the first page in the thumbnail list *
  • Ins – Insert manual document break *

* These functions are only available when the batch separation and document visualization plugins are installed.

ScanToPDF Image Pane

The image pane (right hand side of the user interface) provides a larger display of captured images for a click thumbnail to enable detailed viewing of an image

The image pane displays the page currently selected using the thumbnail pane. It can be zoomed using the zoom function on the thumbnail pane context menu or using the zoom control on the toolbar

Context Menu

Right click the mouse to display the context menu. This enables the following functions:

  • Save page
  • Rotate the page clockwise or anti-clockwise
  • Delete page
  • Save as a template
  • Change the zoom level of the image pane
  • Image crop (draw selection first with mouse holding left mouse button)
ScanToPDF Append Dialog

When a PDF document is saved with the same name as an existing file, ScanToPDF will display a dialog box to enable selection of append and overwrite options.

PLEASE NOTE: The choices shown can be modified in the Save settings of ScanToPDF. Also, if using the auto file namer plugin, the append dialog will only be shown if the Show append choice dialog option is selected in the automatic file namer settings.

1 – Choose the append option. To use the specific page option, after setting the option choose the page number using the spin box.
2 – Overwrite the existing file.
3 – Click ok or cancel to proceed.

 

ScanToPDF Core Settings
User Interface – The UI (User Interface) settings control how ScanToPDF main windows look and feel. It also controls the appearance of the toolbar and the thumbnail pane. Learn more
PDF Document – The PDF Document window enables configuration of the PDF properties for the documents created by ScanToPDF. Learn more
Document Save – The Document Save window enables configuration of the Save parameters. Learn more
Product Activation – The Product Activation window shows the activation status of ScanToPDF and the plugins that are installed in the current configuration. If any of the modules appear in the Unlicensed modules list pane then any documents produced with ScanToPDF will bear our website address as a watermark. Learn more
Application and Plugins Configurator – Make settings archives, import and export settings and add and remove plugins. Learn more
Application Settings – Set and display application settings and information such as the OS, Framework and module versions. Learn more

 

 

 

ScanToPDF

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Further information on how we use your cookie data can be found in our Privacy Policy.