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With eCopy Desktop, many editing and manipulation tasks such
as approving, signing, editing, annotating, rubber-stamping, and text
highlighting, can be performed electronically. For tips and tricks on
how to use these functions, click on the graphic image link below to
learn more.

Stamping Your Signature
Printing to eCopy Desktop from Another Application
Sending Text to Another Application (OCR)
Filling in a Form
Setting Up Shared Documents

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Stamping Your Signature
Ever wished you could stamp your signature electronically? With eCopy Desktop and a scanner, you can! Before you begin, you'll need to sign a piece of paper and scan it into eCopy Desktop.

To create a signature stamp:

1. If necessary, double-click on the page that has your signature to switch to single-page view. Then scroll to the portion that contains your signature.

2. Point the mouse at the top left corner of your signature and hold down the left mouse button. Then drag the mouse to the bottom right corner, release the mouse, and click Create Stamp.

3. In the Create Stamp window, select a library and click Add. Then click the Close button.

To sign a document:

1. Open the document you want to sign. If you need to sign a document that is in another application, "print" the document to eCopy Desktop.

2. If necessary, double-click on the page that needs your signature to switch to single-page view. Then scroll down to the point you need to sign.

3. Click the Markups button on the eCopy Desktop toolbar. The Markups toolbar is displayed.

4. On the Markups toolbar, click the Stamp button.

5. Select the library that contains your signature, select your signature, and click Stamp.

6. Position the bounding box where you want to sign and click the left mouse button. If you need to adjust the size, drag one of the corner handles in or out.

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Printing to eCopy Desktop From Another Application.
You can send documents from other applications directly into eCopy Desktop. This is useful in document building, where you create a compound document whose pages come from multiple sources. For example, you could combine a Word document with a chart from Excel and a picture you scanned, and then send them as a single unit from eCopy Desktop.

When you install eCopy Desktop, the installation program adds a new "printer" called eCopy Desktop Printer. You can select this "printer" from the Print window in any application that supports printing.

To "print" to eCopy Desktop from another application:

1. From the application's File menu choose
Print. The Print window is displayed.
Note: If your application does not let you select a printer in the Print window, look for a Printer Setup command. Refer to your application's documentation for details.

2. Click the Name field, choose eCopy Desktop Printer, and
   click OK.

3. If prompted, select one of the output options and click OK.

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Sending Text to Another Application (OCR)
eCopy Desktop includes an OCR (optical character recognition) component that lets you convert an eCopy document to editable text in one simple step. It uses a limited edition of a leading OCR package, ReadIRIS. You can convert an entire document, selected pages, or a portion of a page. eCopy Desktop can also be configured for use with ScanSoft TextBridge and ScanSoft OmniPage.

Converting pages using OCR:

To convert pages to text:

1. Click the OCR button on the eCopy Desktop toolbar. If you want to convert only selected pages, hold down the CTRL key and click on each page (you must be in View All mode to do this). Then drag the selected pages to the OCR button. eCopy Desktop displays the OCR window.

2. Select the application in which you want to display the converted document. eCopy Desktop displays icons for the supported applications it finds on your PC. If the application you want to use is not shown, click the Browse button and select the application.

3. eCopy Desktop sets the document format based on the application you select. To specify a different format, click the Document Format field and select a format from the list.

4. Specify whether you want to convert all pages, just the current page, or a range of pages (not available if you dragged pages to the OCR button).

5. Click OK.

While the conversion is taking place, eCopy Desktop displays a status indicator.

You can cancel the conversion at any time by clicking Stop. When the conversion is complete, eCopy Desktop launches the application you specified and displays the converted document.

Converting a portion of a page:

You can convert a selected portion of a page by dragging a bounding box around the text you want to con
vert. When the conversion is complete, eCopy Desktop copies the converted text to the Clipboard. You can then paste the text into any Windows application using the application's Paste command.

To convert a portion of a page:

1. Point to a corner of the portion you want to convert.

2. Hold down the left mouse button and drag the mouse until the bounding box surrounds the text. Then release the mouse button.


3.
Choose OCR to Clipboard. eCopy Desktop displays a conversion status window. You can cancel the conversion at any time by clicking Stop.

When the conversion is complete, eCopy Desktop copies the converted text to the Clipboard. You can now paste the text into any Windows application using the application's Paste command.

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Filling in a Form
If you receive a form by fax or e-mail, you can use eCopy Desktop's text tool to fill it in on your computer screen. You can then return it to the sender without ever using a piece of paper.

To fill in a form:

1. Open the form in eCopy Desktop

2. Click the Markups button on the eCopy Desktop toolbar. The Markups toolbar is displayed.

3. On the Markups toolbar, click the Text button. The pointer changes to a text cursor

4. Move the cursor to start of the first line you need to fill in and then click the mouse button.

5. Type the text.

6. If you want to change the font or size, use the Markups toolbar to make your selection.

7. Click on each of the remaining lines and fill them in as necessary. If the form has more than one page, use the Next button to go through each page.

8. When you have finished, click the button at the top left of the Markups toolbar to close it, and then click the Fax or Mail button and return the form to the sender.

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Setting up Shared Documents
If you selected eCopy Desktop as the storage option during installation, two options for storing shared eCopy documents on your network are available:

> A shared network drive
> An FTP server



Both options provide a location for storing read-only documents that everyone can access. Both of these locations are accessible through the Open Document window using the Shared and Internet tabs.

Only the network drive location is available for saving new documents, although the permissions you establish on the shared location determine whether users can create new files:

> If you grant write access, users can save new documents to the shared location. However, eCopy Desktop prevents them from modifying or deleting any existing document.

> If you grant read-only access, users can only open existing documents.

eCopy Desktop also prevents users from creating new folders in the shared location. New folders must be created by the administrator.

eCopy Desktop does not include any tools for creating or managing the shared network or FTP locations. You should use the Windows Explorer or tools provided by your network operating system or Web server to create the shared location and document folders, and establish appropriate levels of access for your users. If you are using an FTP server, you must provide eCopy Desktop users with the FTP address and a user ID and password.

  


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