Folders in PaperPort

PaperPort folders are Windows folders that you want to use with PaperPort. This lets you work with just a subset of folders and arrange them to suit your needs without changing the folder structure in your computer. The PaperPort folders are displayed in the Folders pane on the left side of the PaperPort desktop.

Open it by clicking  Folders in the Function pane of the Desktop ribbon. Initially, the Folders pane shows a set of folders designed to help you get started using PaperPort.

 

In the Folders pane, you can:

This topic covers Adding, Moving, Copying, Deleting and Removing folders.

The topic Folder Operations covers resizing the folders panel, viewing folder contents, color-coding folders, folder history and folders on removable media.

The topic Folder notes tells how notes can be automatically added to all PDF files entering a folder.

The topic Folder monitoring describes the use of Desktop Delivery in PaperPort Professional – JPEG, TIFF, PDF and MAX files entering a defined folder are automatically added to the PaperPort desktop, with the option of converting all files to PDF.

Create new empty PaperPort folders

  1. Open the Folder pane and select a folder to define the desired location.  

  2. Select the shortcut menu item Create New Folder.

  3. In the New Folder dialog box give a folder name and color and click OK.

The new folder becomes a sub-folder of the selected folder.

Create multiple new empty folders

In PaperPort Professional, you can select an existing folder and create a set of empty sub-folders for it by importing a folder structure. Prepare a simple text file with a precise structure. Its first line must contain three asterisks, a single space, the word "PaperPort", a single space and three asterisks. Each following line should list the folders to be added, including sub-folders, thus:

=======================

*** PaperPort ***

Foldername1

Foldername2

Foldername2/subfoldername2a

Foldername 2/subfoldername2b

Foldername3

...etc.

======================

Note how a top-level folder must be listed in a separate line, with each of the desired sub-folders in a separate line.

Right-click in the Folders pane and choose Import Folder Structure to select the text file. Click Open to have the new folders added.

Add existing folders to PaperPort

  1. Choose Folder Manager on the Tools ribbon, or open the Folder pane, right-click anywhere and choose Folder Manager.  

  2. In the Folder Manager dialog box, click Add to browse for a folder.

  3. Select the desired folder. This folder is added as a top-level folder in PaperPort, and any sub-folders it has are also added with the same folder structure.

  4. Click Close. The new folder appears at the bottom of the list of Managed Folders. 

Added folders become top-level or root folders in PaperPort, even if they are sub-folders in Windows.

This icon denotes a top-level folder in the Folders pane.

This icon denotes a sub-folder.

When you add a folder through the Folder Manager, PaperPort assigns a name based on the Windows folder name. For example, if you add a folder on drive C named My Reports, PaperPort names the folder My Reports on C: When a sub-folder is added, only its name remains. For exmaple, if you add C:/My reports/Fourth quarter/Expenses this appears in PaperPort as Expenses on C. To later see its full path right click on it and select Properties.

Rename folders

Rename PaperPort folders in the Folders pane by pressing F2 or using the Folder Manager.

For top-level folders, the name on your computer or network is not changed. The Windows name always remains the same.

For sub-folders the name on your computer or network is also changed, and this change will appear in Windows Explorer. If you rename it outside PaperPort, the new name appears in PaperPort.

Move and copy folders

Top-level folders cannot be moved or copied in the folder pane. They can be moved by choosing Move Up or Move Down in the Folder Manager.

Sub-folders in PaperPort can be moved or copied with commands in the Folders pane shortcut menu or by drag-and-drop; press Ctrl as you drag to copy the folder.

Remove folders

You can remove a top-level PaperPort folder along with all its subfolders from the Folders pane at any time. Click the Folder Manager button in the Tools ribbon or right-click anywhere in the pane and choose Folder Manager from its shortcut menu. Select the desired folder and click Remove. The folder is removed only from the Folders pane. The actual folder and its content, along with all its sub-folders and their content will still reside on your computer or external device. Except as described in the following note, top-level folders cannot be deleted inside PaperPort.

Note

If you add the folder ‘My PaperPort Documents’ through the Folder Manager (not recommended), all its sub-folders appear in the Folders pane twice. The command Delete is available for all its subfolders, and these folders ARE DELETED from the disk, in BOTH locations.

Delete sub-folders

PaperPort subfolders can be deleted. If you choose the command Delete in the shortcut menu or in the Edit ribbon under Clipboard, or press the Del key, the sub-folder and all its sub-folders and content ARE DELETED from your computer.

PaperPort sub-folders whose parent folders were added via the Folder Manager can be removed and not deleted, but only by removing the sub-folder’s parent top-level folder.

Note

If you add the folder ‘My PaperPort Documents’ through the Folder Manager, the command Remove is available for it in the Folder Manager, but this removes only the newly added instance of the folder.

Modifying folders in your operating system

If you move, delete or rename a top-level PaperPort folder outside PaperPort, the program will no longer be able to find it and its contents can no longer be viewed.

If you delete or rename a sub-folder outside PaperPort, the change appears in the Folders pane list. If you move a subfolder in My PaperPort Documents to another location in the same folder, it appears at the new location in the Folders pane. If you move it elsewhere, it disappears from the listing.

Tips

Click the Folders button on the Desktop ribbon to hide the Folders pane and increase working space on the PaperPort desktop

You can have as many as 64 PaperPort top-level folders. Although there is no limit on the number of subfolders, you might find it difficult to manage a large number of them.

In PaperPort Professional, splitting the desktop into two parts makes it easier to copy or move folders and items.

Item properties (subject, author, keywords) can be specified at folder level as Folder Notes to have these applied automatically to all PDF items entering the folder. You can use these as search criteria to find the items in PaperPort.

What folders come with PaperPort?

PaperPort installs a PaperPort folder named My PaperPort Documents into your My Documents folder. If you are using a multi-user system, a separate My PaperPort Documents folder exists for each user. The folder is typically on C:/Documents and Settings/[user]/My documents/My PaperPort Documents, but may vary depending on the operating system or user choices in the installer. If is resides on C drive, you should back it up before a computer reinstall, when all content on drive C is often deleted.

The PaperPort folder contains subfolders such as Articles, Business Cards, Photographs, and Receipts, The Samples subfolder contains sample documents and, in its Photos subfolder, photographs to help you get started using PaperPort. You cannot remove My PaperPort Documents from the Folders pane; you can delete it and its subfolders.

The first time you start PaperPort, the Samples folder is opened. From then on when PaperPort is started, it restores the last used folder. If you upgrade from a previous version of PaperPort, your existing Kofax Documents folder is available as a PaperPort folder.

For example, if you upgrade from PaperPort 12 with a Samples folder, its full contents is conserved in a subfolder Samples (PaperPort 12) with a new subfolder named Samples for the content of the current release.