Scan with Preview - Excel

With Scan with Preview, you can scan using a predefined profile and preview the results before saving them to your active Excel Workbook as document images or OCR text.

  1. Place your documents in the scanner.
  2. Create or open an Excel Workbook, and then select the Kofax VRS tab.
  3. From the Profile list, select the predefined profile that is appropriate for the documents to be scanned:
    • Color Only
    • Color or Black & White
    • Black & White Only
  4. Click Scan with Preview.

    A notification appears as scanning is started. The documents are scanned and displayed as thumbnail images in the Kofax VRS Scan with Preview window.

  5. From the Home tab on the Kofax VRS Scan with Preview window, do one of the following:
    • To apply image quality adjustments to one or more of your scanned documents, select the applicable thumbnail images and click Settings to open the Kofax VRS Interactive Viewer. Apply changes and when you are satisfied with the results, click OK to close the Kofax VRS Interactive Viewer.
    • To append the scanned documents to your active Excel Workbook as PNG image files, click Type and select PNG.

    • To add the scanned documents to your active Excel Workbook as OCR text, click Type and select XLSX. Then click the Options button to display the XLSX Settings window where you can adjust the OCR settings for the finished output.

      When you select XLSX as the file type for your scanned documents, the OCR text results are saved to your active Excel Workbook as one new worksheet for each side of each page scanned. The results are also saved as two additional files: a PDF file consisting of the scanned images, and an Excel file, consisting of OCR text. These files are saved to the My Documents folder on your computer and are named Untitled.pdf and Untitled.xlsx, respectively.

    • If the preview results are unacceptable, click the "X" icon on the toolbar to discard the images.
      While the Kofax VRS Scan with Preview window is open, you can select Scan One or Scan All on the Home tab to scan more pages. To save the results of multiple scanned documents to the current file, click Save.
  6. From the Home tab on the Kofax VRS Scan with Preview window, click Save.