Creating a New Profile

Add a profile that you use when scanning a document with the ScanSnap.

The type of document to be scanned, the scan settings such as the color mode, the save destination for scanned images, and the applications that you want to run to manage scanned images can be specified in a profile.

In this section, create a profile in which the save destination for scanned images is set to a local folder or a network folder. One of the local folders is a folder that is synchronized with a cloud service.

Windows

  1. Click the [Scan] button in the Main Window of ScanSnap Home to display the Scan Window.

    If the main window is not already displayed, refer to To Display the Main Window.

  2. Click Add profiles to display the [Add new profile] Window.
  3. Select a template profile from the template list on the left side of the window.

    Select a template profile according to the type of documents to be scanned or the intended use for the content data records created from documents that you scanned.

    By selecting a template profile, the profile settings are modified according to the intended use for the content data records.

    From step 4, modify the profile settings if necessary.

  4. In [Profile name], enter a name and a description for the profile to be added, and then select a profile icon.

    If you select a template profile, the profile name, icon, and description are automatically displayed.

    If you did not change the profile name, the profile name is automatically generated according to the changes to [Document type detection] and [Save to]. If an application is set for [Send to] in the selected template profile, a profile name is not created automatically.

  5. Select a document type in [Document type detection].
    HINT
    • Selecting [Automatically detects the document type as "Documents", "Business Cards", "Receipts", or "Photos" and scans the document with the appropriate scan settings] in [Document type detection] automatically detects the document type for the scanned documents. To detect a document type automatically, scan settings need to be configured for each document type.

  6. In [Scan settings], configure the color, scanning side, image quality, file format, feeding method, and tags for documents.

    To configure the scan settings in detail, click the [Detailed settings] button.

    The [Detailed settings] Window appears.

    To specify the feeding method in detail, click the [Option] button.

    The [Feed option] Window appears.

  7. In [Managing options], select a type of save destination for a scanned image and specify a save destination.

    Click the [Browse] button to change the save destination.

  8. In [Application], select an application that you want to run for content data records created by scanning documents.

    Click the [Set] button to change the settings for the application that you want to run.

    HINT
  9. Click the [Add] button.

The new profile is added at the bottom of the profile list in the scan window.

The new profile is added to the profile list that is displayed when you click PC/Mac in the scan window.

Mac OS

  1. Click the [Scan] button in the Main Window of ScanSnap Home to display the Scan Window.

    If the main window is not already displayed, click the [ScanSnap Home] icon ScanSnap Home Icon in the application list that appears when you click Launchpad in the Dock.

  2. Click Add profiles to display the [Add new profile] Window.
  3. Select a template profile from the template list on the left side of the window.

    Select a template profile according to the type of documents to be scanned or the intended use for the content data records created from documents that you scanned.

    By selecting a template profile, the profile settings are modified according to the intended use for the content data records.

    From step 4, modify the profile settings if necessary.

  4. In [Profile name], enter a name and a description for the profile to be added, and then select a profile icon.

    If you select a template profile, the profile name, icon, and description are automatically displayed.

    If you did not change the profile name, the profile name is automatically generated according to the changes to [Document type detection] and [Save to]. If an application is set for [Send to] in the selected template profile, a profile name is not created automatically.

  5. Select a document type in [Document type detection].
    HINT
    • Selecting [Automatically detects the document type as "Documents", "Business Cards", "Receipts", or "Photos" and scans the document with the appropriate scan settings] in [Document type detection] automatically detects the document type for the scanned documents. To detect a document type automatically, scan settings need to be configured for each document type.

  6. In [Scan settings], configure the color, scanning side, image quality, file format, feeding method, and tags for documents.

    To configure the scan settings in detail, click the [Detailed settings] button.

    The [Detailed settings] Window appears.

    To specify the feeding method in detail, click the [Option] button.

    The [Feed option] Window appears.

  7. In [Managing options], select a type of save destination for a scanned image and specify a save destination.

    Click the [Browse] button to change the save destination.

  8. In [Application], select an application that you want to run for content data records created by scanning documents.

    Click the [Set] button to change the settings for the application that you want to run.

    HINT
  9. Click the [Add] button.

The new profile is added at the bottom of the profile list in the scan window.

The new profile is added to the profile list that is displayed when you click PC/Mac in the scan window.