How to Create a Scanning Profile on Your ScanSnap

Tuesday, October 27, 2009
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If you need to repeat a scanning task that requires specific settings it would be wise to set up a profile for the task to save time. We have shared few instances of setting up profiles when integrating your ScanSnap with partner applications such as Home Document Manager and PaperSavePlus.
In this example, I will demonstrate a profile that I set up for myself. I receive several invoices each month that I must process and save electronically. On some occasions I have had to refer back to these invoices and I have found that it is important to scan these invoices as “searchable” PDF files for ease in finding them later. Also, I like to save my invoices to a specific folder on my computer to keep them organized.
To set up a profile, first open the ScanSnap Manager by clicking on the ScanSnap icon in your system tray on your PC or in your dock on your Mac. Once the ScanSnap Manager is open, be sure to uncheck the box next to “Use Quick Menu” under the ScanSnap logo.

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Then the Profile menu will appear on the top right and click on the pull down menu and click on “Add Profile”.

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The “Add new profile” screen pops up and you can name your profile, in this instance, I name the profile “Marketing Invoices” and click OK.

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Then click on the “File option” tab and check the box next to “Convert to Searchable PDF” and click on “All pages” in the OCR options box shown in the image below.

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Next, click on the “Save” tab and specify a specific folder. In this instance, I locate a folder where I want these invoices to go each time by clicking the “Browse” button.

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Then I clicked the “Application” tab and from the drop down menu selected “Scan to Folder” and then clicked “Apply” in the lower right corner. Now you can see in the Profile dropdown menu my profile for “Marketing Invoices” is set up and I can close the ScanSnap Manager.

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You can have up to 20 profiles in your ScanSnap Manager with the ScanSnap 1500 series. You could for instance create a profile for scanning to JPEG by following the settings here. Once you have created your profile you can utilize the profile anytime you scan by left clicking once on the ScanSnap icon in the system tray and select the profile of your choice. Further information on how to organize and edit profiles for a PC can be found on pages 67-80 of the ScanSnap S1500 Series Operator’s Guide here. (Or for Mac directions please refer to pages 206-218.)

Megan Fowler
Marketing Communications Manager
Fujitsu Computer Products of America, Inc

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