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Quick Menu for Selecting an Application to Perform a Particular Action

The Quick Menu is a function that allows you to select an application to perform a particular action every time you scan a document.

You can perform a particular action on the scanned image by selecting an application in the Quick Menu which is displayed after scanning a document.

HINT
  • In order to use the Quick Menu, the image created from a document that you scanned is saved in the folder which is specified for [Save to] in the profile, and the scanned image is not managed in ScanSnap Home.

    However, if you select one of the following applications in the Quick Menu, the image created from a document that you scanned is saved in the [ScanSnap Home] folder, and the scanned image is managed in ScanSnap Home as a content data record.

    • ScanSnap Home

    • Save Documents

    • Save Business Cards

    • Save Receipts

    • Save Photos

  • When you use the Quick Menu, you cannot assign a password to an image in a PDF format to open it.

  • Quick Menu Window

  • To use the Quick Menu

  • To change the display of the Quick Menu

Quick Menu Window

The Quick Menu consists of the following:

Quick Menu
Recommended

Shows [ScanSnap Home] as a recommended application.

Click Close the Detailed Description / Open the Detailed Description to switch between [Show Recommended] and [Hide Recommended].

Favorites/All Applications

Two display modes are available in the Quick Menu.

Click Show All Applications / Show Favorites to switch the display mode.

  • [Favorites] mode

    Shows only the applications that are specified as favorites in the [Applications to Show/Hide] window.

    When you specify applications that are often used as favorites and display them in the [Favorites] mode, you can quickly find a desired application.

    For details about how to set applications so that they are displayed in the [Favorites] mode, refer to To change the display of the Quick Menu.

  • [All Applications] mode

    Shows all applications available in the Quick Menu.

Star Mark is displayed on the icons for the applications that are specified as favorites in the [Applications to Show/Hide] window.

Application list (1)

A list of available applications in order to perform a particular action is displayed.

HINT
  • The applications that you chose to add are also displayed in the Application list.

    For details, refer to Adding an Application That You Want to Run.

  • When the document type for the scanned document is detected incorrectly, the application for the type may not appear in the Application list.

    If the application for the type does not appear, select [ScanSnap Home] in the Quick Menu and change the document type after importing the content data record to ScanSnap Home.

    To change the document type for a content data record, refer to Changing the Document Type for a Content Data Record.

ScanSnap Home

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records. The content data records can be checked in the content data record list view on the main window.

Save Documents

Displayed when the document type of an image is detected as [Documents].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Documents] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Save Business Cards

Displayed when the document type of an image is detected as [Business Cards].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Business Cards] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Save Receipts

Displayed when the document type of an image is detected as [Receipts].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Receipts] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Save Photos

Displayed when the document type of an image is detected as [Photos].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Photos] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Scan to Folder

In the [Scan to Folder] Window, specify an image created from the document that you scanned, a title, and a folder for the save destination, and then click the [Save] button to save the scanned image as a file.

In the [Scan to Folder] window, you can use Preview to check the image in order to change the orientation of pages, remove unnecessary pages, or display the viewer window to edit the image before saving it.

Scan to Email

In the [Scan to Email] Window, check images created from the documents that you scanned and check the file names for the images, and click the [Attach] button to attach the image files in a new e-mail window from an e-mail program.

In the [Scan to Email] window, you can use Preview to check the image in order to change the orientation of pages, remove unnecessary pages, or display the viewer window to edit the image before attaching it to an e-mail.

Scan to Print

In the [Scan to Print] window, check images created from the documents that you scanned, modify the setting if necessary, and click the [Print] button to print the images with a printer.

In the [Scan to Print] window, you can use Preview to check the image in order to change the orientation of pages, remove unnecessary pages, or display the viewer window to edit the image before printing it.

Dropbox

Displayed when Dropbox desktop application 77.4.131 or later is installed and you are logged in to Dropbox.

The images created from the document that you scanned are uploaded to Dropbox by specifying a sync folder in advance.

Refer to here for the Dropbox desktop application download page.

Evernote

Displayed when Evernote for Windows 6.20.2 or later is installed.

Logging in to Evernote in advance uploads the images created from the document that you scanned to Evernote.

Refer to here for Evernote for Windows download page.

Google Drive

Displayed when Google Drive for desktop 50.0.11.0 or later is installed and you are logged in to Google Drive.

Specifying a sync folder in advance uploads the images created from the document that you scanned to Google Drive.

Refer to here for the Google Drive for desktop download page.

OneDrive

Displayed when OneDrive sync client 19.103.0527 or later is installed and you are logged in to OneDrive.

Specifying a sync folder in advance uploads the images created from the document that you scanned to Google Drive.

Refer to here for the OneDrive sync client download page.

[ABBYY Scan to Word]/[ABBYY Scan to Excel(R)]/[ABBYY Scan to PowerPoint(R)]

This is displayed when ABBYY FineReader for ScanSnap is installed.

The images created from the document that you scanned are converted into a Word, Excel, or PowerPoint file.

If you take the contents in an image created from the document that you scanned into consideration when selecting a format for the file to which the image is converted, reproducibility of the image after it is converted becomes higher. For details, refer to OCR Function of ABBYY FineReader for ScanSnap.

HINT
  • Regardless of the settings configured in the application settings window, Word, Excel, or PowerPoint files are saved in the save destination folder together with PDF files with the same names.

ABBYY Scan to Searchable PDF

This is displayed when ABBYY FineReader for ScanSnap is installed.

The image created from the document that you scanned is converted into a searchable PDF.

Specifying a language of text to be recognized in the setting window for an application improves the text recognition rate.

To display the setting window for the application, click Settings which appears when you put the cursor over the icon of the application.

For details about the setting window for the application, refer to the ABBYY FineReader for ScanSnap User's Guide.

HINT
  • Regardless of the settings configured on the setting window for the application, two PDF files will be saved in the destination folder.

    A PDF file with "_OCR" at the end of its name is a searchable PDF file.

Pictures Folder

The images created from the document that you scanned are saved in the Picture folder.

Documents Folder

The images created from the document that you scanned are saved in the Documents folder.

Scan to Rack2-Filer Smart

This application is displayed when Rack2-Filer Smart trial version or Rack2-Filer Smart is installed.

The images created from the document that you scanned are saved in Rack2-Filer Smart trial version or Rack2-Filer Smart.

This is available when the file format of the scanned images is PDF.

Settings

Displayed when you put the cursor over the icon of an application that the settings can be modified for, and when you click on the icon, the settings window for the application is displayed.

Detail

Shows the descriptions for the application that you select.

Click Close the Detailed Description / Open the Detailed Description to switch the Show/Hide descriptions for the application.

Applications to Show/Hide

When you click this, the [Applications to Show/Hide] window (where you can select applications to appear in the [Favorites] mode or where you can change the order of applications in the Quick Menu) is displayed.

Zoom Slider

Changes the icon size of the applications displayed in the Quick Menu in three levels.

Moving the slider to the right enlarges the icon size while moving the slider to the left reduces the icon size.

Quick Menu
Recommended

Shows [ScanSnap Home] as a recommended application.

Click Close the Detailed Description / Open the Detailed Description to switch between [Show Recommended] and [Hide Recommended].

Favorites/All Applications

Two display modes are available in the Quick Menu.

Click Show All Applications / Show Favorites to switch the display mode.

  • [Favorites] mode

    Shows only the applications that are specified as favorites in the [Applications to Show/Hide] window.

    When you specify applications that are often used as favorites and display them in the [Favorites] mode, you can quickly find a desired application.

    For details about how to set applications so that they are displayed in the [Favorites] mode, refer to To change the display of the Quick Menu.

  • [All Applications] mode

    Shows all applications available in the Quick Menu.

Star Mark is displayed on the icons for the applications that are specified as favorites in the [Applications to Show/Hide] window.

Application list (1)

A list of available applications in order to perform a particular action is displayed.

HINT
  • The applications that you chose to add are also displayed in the Application list.

    For details, refer to Adding an Application That You Want to Run.

  • When the document type for the scanned document is detected incorrectly, the application for the type may not appear in the Application list.

    If the application for the type does not appear, select [ScanSnap Home] in the Quick Menu and change the document type after importing the content data record to ScanSnap Home.

    To change the document type for a content data record, refer to Changing the Document Type for a Content Data Record.

ScanSnap Home

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records. The content data records can be checked in the content data record list view on the main window.

Save Documents

Displayed when the document type of an image is detected as [Documents].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Documents] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Save Business Cards

Displayed when the document type of an image is detected as [Business Cards].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Business Cards] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Save Receipts

Displayed when the document type of an image is detected as [Receipts].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Receipts] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Save Photos

Displayed when the document type of an image is detected as [Photos].

Images and content information created from the documents that you scanned are managed in ScanSnap Home as content data records with [Photos] as the document type. The content data records can be checked in the content data record list view on the main window.

For details about how to display applications in the [Favorites] mode in the Quick Menu, refer to To change the display of the Quick Menu.

Scan to Folder

In the [Scan to Folder] Window, specify an image created from the document that you scanned, a title, and a folder for the save destination, and then click the [Save] button to save the scanned image as a file.

In the [Scan to Folder] window, you can use Preview to check the image in order to change the orientation of pages or remove unnecessary pages before saving the image.

Scan to Email

In the [Scan to Email] Window, check images created from the documents that you scanned and check the file names for the images, and click the [Attach] button to attach the image files in a new e-mail window from an e-mail program.

In the [Scan to Email] window, you can use Preview to check the image in order to change the orientation of pages or remove unnecessary pages before attaching it to an e-mail.

Scan to Print

In the [Print] window, check images created from the documents that you scanned, modify the setting if necessary, and click the [Print] button to print the images with a printer.

Dropbox

Displayed when Dropbox desktop application 77.4.131 or later is installed and you are logged in to Dropbox.

The images created from the document that you scanned are uploaded to Dropbox by specifying a sync folder in advance.

Refer to here for the Dropbox desktop application download page.

Evernote

Displayed when Evernote for Mac 7.1.1 or later is installed.

Logging in to Evernote in advance uploads the images created from the document that you scanned to Evernote.

Refer to here for the Evernote for Mac download page.

Google Drive

Displayed when Google Drive for desktop 50.0.11.0 or later is installed and you are logged in to Google Drive.

Specifying a sync folder in advance uploads the images created from the document that you scanned to Google Drive.

Refer to here for the Google Drive for desktop download page.

OneDrive

Displayed when OneDrive sync client 19.103.0527 or later is installed and you are logged in to OneDrive.

Specifying a sync folder in advance uploads the images created from the document that you scanned to Google Drive.

Refer to here for the OneDrive sync client download page.

[ABBYY Scan to Word]/[ABBYY Scan to Excel(R)]/[ABBYY Scan to PowerPoint(R)]

This is displayed when ABBYY FineReader for ScanSnap is installed.

The images created from the document that you scanned are converted into a Word, Excel, or PowerPoint file.

If you take the contents in an image created from the document that you scanned into consideration when selecting a format for the file to which the image is converted, reproducibility of the image after it is converted becomes higher. For details, refer to OCR Function of ABBYY FineReader for ScanSnap.

HINT
  • Regardless of the settings configured in the application settings window, Word, Excel, or PowerPoint files are saved in the save destination folder together with PDF files with the same names.

ABBYY Scan to Searchable PDF

This is displayed when ABBYY FineReader for ScanSnap is installed.

The image created from the document that you scanned is converted into a searchable PDF.

Specifying a language of text to be recognized in the setting window for an application improves the text recognition rate.

To display the setting window for the application, click Settings which appears when you put the cursor over the icon of the application.

For details about the setting window for the application, refer to the ABBYY FineReader for ScanSnap User's Guide.

HINT
  • Regardless of the settings configured on the setting window for the application, two PDF files will be saved in the destination folder.

    A PDF file with "_OCR" at the end of its name is a searchable PDF file.

Documents Folder

The images created from the document that you scanned are saved in the Documents folder.

Settings

Displayed when you put the cursor over the icon of an application that the settings can be modified for, and when you click on the icon, the settings window for the application is displayed.

Detail

Shows the descriptions for the application that you select.

Click Close the Detailed Description / Open the Detailed Description to switch the Show/Hide descriptions for the application.

Applications to Show/Hide

When you click this, the [Applications to Show/Hide] window (where you can select applications to appear in the [Favorites] mode or where you can change the order of applications in the Quick Menu) is displayed.

Zoom Slider

Changes the icon size of the applications displayed in the Quick Menu in three levels.

Moving the slider to the right enlarges the icon size while moving the slider to the left reduces the icon size.

 

To use the Quick Menu

In order to use the Quick Menu, select a profile which is linked with the Quick Menu, and scan a document.

Use one of the methods below to create a profile which is linked with the Quick Menu.

Creating a new profile to use the Quick Menu

When adding a profile which is linked with the Quick Menu to a profile list, create a new profile in ScanSnap Home. When you create a new profile, select [Quick Menu] as a template profile.

For details, refer to Creating a New Profile.

Editing an existing profile to use the Quick Menu

If you want to modify the current profile in order to display the Quick Menu after scanning a document, select [Quick Menu] for [Send to] in the [Edit profiles] window.

For details, refer to Modifying the Settings for a Profile.

Migrating the scan settings for ScanSnap Manager as a profile

When you used the Quick Menu in ScanSnap Manager, migrating and converting scan settings for ScanSnap Manager to profiles in ScanSnap Home automatically creates profiles which are linked with the Quick Menu.

For details, refer to Migrating the Scan Settings for ScanSnap Manager as a Profile.

To change the display of the Quick Menu

In the [Applications to Show/Hide] window, you can select applications to display in the [Favorites] mode or you can change the order of applications in the Quick Menu.

The [Applications to Show/Hide] window appears when you click Applications to Show/Hide in the Quick Menu.

Applications to Show/Hide
Application list

Displays all applications that appear in the Quick Menu.

When you select the checkboxes for applications, the selected applications will appear in the [Favorites] mode in the Quick Menu.

[Up] Button / [Down] Button

You can change the order of applications that appear in the Quick Menu.

While you select an application in the application list and move the application up or down with this button, the order of applications that appear in the Quick Menu will change.

If an application that you selected cannot move up or down anymore, the button is disabled.

[Bring new application to the top] checkbox

If you select this checkbox, when you add a new application to the Quick Menu, the new application is added to the top of the application list in the Quick Menu. If you clear the checkbox, the new application is added to the bottom of the application list in the Quick Menu.

[Show Settings button automatically] checkbox

If you select this checkbox, Settings is displayed when you put the cursor over an icon for an application that the settings can be modified for.

Reset Display
[Reset] button

When you click this button, the order of applications in the Quick Menu and the show/hide settings in the [Favorites] mode in the Quick Menu return back to the default.

Note that the application that you added is not removed.

Applications to Show/Hide
Application list (1)

Displays all applications that appear in the Quick Menu.

When you select the checkboxes for applications, the selected applications will appear in the [Favorites] mode in the Quick Menu.

You can change the order in which they are displayed by drag and drop.

[Bring new application to the top] checkbox

If you select this checkbox, when you add a new application to the Quick Menu, the new application is added to the top of the application list in the Quick Menu. If you clear the checkbox, the new application is added to the bottom of the application list in the Quick Menu.

[Show Settings button automatically] checkbox

If you select this checkbox, Settings is displayed when you put the cursor over an icon for an application that the settings can be modified for.

Reset Display
[Reset] button

When you click this button, the order of applications in the Quick Menu and the show/hide settings in the [Favorites] mode in the Quick Menu return back to the default.

Note that the application that you added is not removed.

 

See also

  • Creating a New Profile
  • Modifying the Settings for a Profile
  • Selecting an Application to Be Used After Scanning Documents
  • Selecting an Application to Be Used After Scanning Documents
  • Editing Images Created from Documents That You Scanned
  • Editing Images Created from Documents That You Scanned
  • Editing Images Created from Documents That You Scanned
  • Editing Images Created from Documents That You Scanned
  • Editing Images Created from Documents That You Scanned
  • Editing Images Created from Documents That You Scanned
  • Editing Images Created from Documents That You Scanned
  • Editing Images Created from Documents That You Scanned
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