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Summary of Contents for Penpower WorldCard Color
- Page 1 PENPOWER WorldCard User Manual Version: 6.2 Edition: Fourth Released on September, 2007...
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Page 2: Software User License Agreement
The Software and all documents included with the Software, and copyright thereof, are property of Penpower. You are licensed to make one (1) copy of the Software for your personal backup purposes. All other acts of copying are strictly prohibited. - Page 3 You must be fully aware of your risks in using the Software. Penpower will provide you with the Software and support services in respect of the Soft- ware to the maximum extent permitted by law. However, Penpower does not warrant that the Software and information included in the package of the Software contain no defects or errors.
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Page 4: Table Of Contents
Chapter 1 Product Introduction...1-1 Chapter 2 Getting Started...2-1 2.1 System Requirements...2-1 2.2 Installing Penpower WorldCard...2-1 2.2.1 Software and Driver Installation...2-1 2.2.2 Connecting Hardware...2-3 2.3 Preparation for Card Scan...2-4 2.3.1 Calibration...2-4 2.3.2 Start-up Wizard...2-4 Chapter 3 Overview...3-1 3.1 User Interface...3-1 3.1.1 Menu Bar...3-2 3.1.2 Alphabet...3-2... - Page 5 5.3 Adding New Cards...5-4 5.3.1 Adding an Empty Card...5-4 5.3.2 Adding the Same Company Card...5-4 5.4 Adding Cards from Other Resources...5-5 5.4.1 Photo File...5-5 5.4.2 Twain Scanner...5-5 5.5 Searching Contacts...5-7 5.5.1 Text Search...5-7 5.5.2 Advanced Search...5-8 5.5.3 Finding Duplicate Data...5-9 5.6 Safeguarding your Contacts...5-10...
- Page 6 5.9 Settings...5-21 5.9.1 Export Option...5-21 5.9.2 Sync Option...5-22 5.9.3 Field Display...5-23 5.9.4 User Define Field...5-23 5.9.5 Scan Option...5-24 5.9.6 Revising the Results of Chinese Card Recognition...5-24 5.10 WorldCard Portable Disk...5-25 5.10.1 Saving Card Data to a Portable Disk ...5-25 5.10.2 Card Data Management for Portable Disk...5-26 Chapter 6 Scan Manager...6-1 6.1 Scanning Contacts...6-1 6.2 Scan business cards ...6-2...
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Page 8: Chapter 1 Product Introduction
Chapter 1 Product Introduction The PENPOWER WorldCard provides you with a total business card management solu- tion by integrating card recognition, management, transmission, and printing functions in a single digitized unit. So you can find your business cards at anytime and anywhere when you need them. - Page 9 WorldCard * Unicode Unicode design makes it possible to display various languages of business cards at the same time.
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Page 10: Chapter 2 Getting Started
3. Scan or capture your business cards and enjoy 2.2.1 Software and Driver Installation To save time, PENPOWER has combined the installation of the hardware and software into one easy process. To start, insert the CD into your CD/DVD ROM (if the program does not automatically start, simply double click the setup.exe file on the CD). - Page 11 WorldCard 2. Select <<I accept the terms of the li- cense agreement>> to accept the license agreement. Please read licensing agree- ment completely. 3. Please fill in your name and company name. Click <<Next>> to continue. 4. Please follow the on-screen notice. Click <<Next>>...
- Page 12 6. Click <<Install>> to begin installation. 7. If you want to install WorldCard Ultra driver, please click <<I want to install WorldCard Ultra driver>>, then click <<Next>> to continue. 8. If you want to run Scan Manager when start-up the computer for quick scanning into Outlook, Outlook Express, Windows Contacts or ACT! directly, please click <<I want to execute Scan Manager...
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Page 13: Connecting Hardware
WorldCard 2.2.2 Connecting Hardware After installing the software, connect the USB connection of your WorldCard scanner or business card camera to the USB port of your computer. Note: Some computers may shut down accidentally after connection. This is due to lack of power to support several USB devices. -
Page 14: Preparation For Card Scan
, you can use any same size white card for calibration. WorldCard duet 2 does not need to do the calibration. Tip: If there is any color indifference after scanning a card, you can calibrate the scanner via Tool/Calibration. 2.3.2 Start-Up Wizard Start your WorldCard software by double-clicking the WorldCard icon on your Windows screen. - Page 15 WorldCard 2. The Wizard can help you quickly choose what you want to do: Scan Card: allows you to add a card to your file Load Card Image: allows you to take an existing picture of a business card and add it to your file Import data: Import data: allows you to import data from sources such as Lotus Notes, Outlook, Outlook Express, PocketPC, Palm, ACT!, Goldmine and SalesForce etc.
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Page 16: Chapter 3 Overview
3.1 User Interface A: Category tab B: Search tab C: Card Window D: Recycle Bin E: Add Category Chapter 3 Overview F: Delete Category G: Disk space used H: Status I: Alphabet J: Connection Status Chapter 3 Overview... -
Page 17: Menu Bar
WorldCard 3.1.1 Menu Bar A: Save your Card file B: Print Preview C: Delete Card D: Delete card from Category E: Settings F: Mode button G: Scan a new business card H: Multiple scan business cards I: Add a new card from another picture source 3.1.2 Alphabet When the Alphabet index has contents,... -
Page 18: Scanning Wizard
2. Select the language of the card, if the card is double-sided select the language of the both sides. 3. Insert the card into your WorldCard Scanner, placing the card flush with the edge with the symbol. Once inserted, the Scanner status frame should say Ready. -
Page 19: Batch Scanning
2. The Scan status frame displays the status of the scanner. Select Auto scanning if you want to automatically feed in your cards. If the card does not scan properly, click on the Rescan to try again. If you want to return to the previous screen, select Previous. -
Page 20: Viewing Contacts
3.4 Viewing Contacts WolrdCard provides [List mode], [Label mode], [Image mode] and [Dual Mode]. The default setting is List mode. To select other modes, you may select View\View Mode or click the pull down menu of the Mode button from the menu bar. 3.4.1 List Mode View List Mode is the default view mode. -
Page 21: Label Mode View
WorldCard Category tab You can manage your business cards by storing them in category groups. The Category tab is on the left side of the management window. You can find All Records category and Unfiled category as the default. WorldCard allows you to add as many user specified catego- ries and sub-categories to manage your business cards as you chose. -
Page 22: Image Mode View
3.4.3 Image mode Click button to view front side of all business cards, click view back side of all business cards. When the icon shows on the right top corner, it means the contact has double-sided business card image. You can click on the icon to see another side of business card image. Chapter 3 Overview button to... -
Page 23: Dual Mode View
WorldCard 3.4.4 Dual mode Dual mode lists the scanned contact information on the top right management window and can display the front and back side image of the business card from Bottom right of the management window. You can click the front or back side icon of the card to magnify it. When the icon shows on the right top corner, it means the contact has double-sided business card image. -
Page 24: Chapter 4 Editing Cards
Chapter 4 Editing Cards 4.1 Editing Window Overview The WorldCard Editing window allows you to edit the information of individual busi- ness cards. To select the WorldCard Editing window, simply double click on any card record in the list menu of the WorldCard Management page. Or, you may click the Edit Selected Record icon to the WorldCard Editing window and edit the selected records. -
Page 25: Editing Contacts
WorldCard 4.3 Editing Contacts WorldCard Editing window has three sub-windows, the Card Information window, the Personal Information window and the Notes window. The Card Information win- dow displays all relevant business card data which was retrieved from the card recognition function of WorldCard software. -
Page 26: Recognizing Partial Content Of A Card Entry
4.3.1 Recognizing Partial Content of a Card Entry In some cases, the information of a business card may not be completely recognized by the WorldCard business card recognition system. You may use the Partially Select and Recognize function of the WorldCard Editing Window. To select the Partially Select and Recognize function, press this icon of the Editing Window. -
Page 27: Deframing Function
This is sometimes necessary if a card has been inserted into the WorldCard scanner incorrectly and the resulting scan is skewed in the horizontal plane. An indica- tion of a card that has been improperly scanned is as follows: button to remove selected area. -
Page 28: Rotating Card
Scan icon to rescan the business card. The card must then be inserted into the WorldCard scanner as appropriate for the orientation of the languages selected. , the . The The rotation angle is selectable from a pull down window. -
Page 29: Recognize Again
WorldCard 4.3.7 Recognize Again Note: After adjusting a card image with any functions of the WorldCard Editing window, you may recognize the business card again to update the WorldCard image processing of your revised card image. After a card has been edited using the WorldCard Editing window, it may be nec- essary for the WorldCard character recogni- tion software to re-recognize the card data. -
Page 30: Viewing Cards
4.4 Viewing Cards Cards are displayed in the WorldCard Editing window after the scanning process. The following window shows a typical display of a card in the editing window. You may click Back Side icon card. You could click on ness card image. - Page 31 WorldCard...
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Page 32: Chapter 5 Managing Business Cards
Chapter 5 Managing Business Cards The management functions of your WorldCard allow you to categorize contacts, send e-mail by contact or group functions, add new cards to a group, import cards from other sources, search cards by various data fields, file encryption features to protect your card database, printing cards, exporting database to other applications and synchronization with other software applications. -
Page 33: Categorizing From Editing Page
WorldCard 5.1.2 Categorizing from Editing Page WorldCard allows you to categorize a business card directly from the WorldCard Editing page. To categorize a card from the editing page, click on the Set Category icon . The Card Category pop up window will appear. -
Page 34: Merging And Separating Cards
5.2 Merging and Separating Cards WorldCard software allows you to merge two business cards into one card entry. To merge two cards into one, select two cards in the Management window . From the Main menu bar of the Editing window, select the Tool\Merge and the following window will appear. -
Page 35: Adding New Cards
WorldCard 5.3 Adding new Cards You may add contacts to your WorldCard database by scanning their business card , or by manually entering the contact information. If you do not have a card from a new contact, the WorldCard software allows you to enter the contact information of a new business contact into your WorldCard database manually. -
Page 36: Adding Cards From Other Resources
Ensure that the resolution for your scanner is set to at least 300dpi. Tip: You may scan up to 8 cards at one time with an A4 size flatbed scanner. Place the card on the bed of your scanner with some separation between the card edges to clearly distinguish each individual card. - Page 37 WorldCard Once the cards have been identified, select the Recognize. The Language settings window will appear, you may select the corresponding language to recognize the business cards. When the recognition process is completed, WorldCard will return to the Manage- ment window. You will find that your new card entries will appear at the bottom of your All Records Category.
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Page 38: Searching Contacts
5.5 Searching Contacts With the WorldCard management software, you can quickly and efficiently find your contacts with the WorldCard Search functions. 5.5.1 Text Search The Text Search function of the WorldCard software allows you to quickly find a specific contact. To enter the Text Search function from the WorldCard Management window, you may select the Text Search mode by clicking View\Search\Text Search. -
Page 39: Advanced Search
WorldCard 5.5.2 Advanced Search WorldCard also offers an advanced search function. To use the advanced search function, you may click on the View\ Search\Advanced Search menu. After selecting the Advanced Search function, the Advanced Search screen will open and appear as right. Tip: You may also enter the Advanced Search window from the WorldCard Management window by clicking the... -
Page 40: Finding Duplicate Data
After selecting the defined search by date function, you may use the From and To date windows to specify a period for your search criteria. The From and To windows appear as in the right picture. 5.5.3 Finding Duplicate Data Over a period of time, you may find that you have received a business card from the same individual on more than one occasion. -
Page 41: Safeguarding Your Contacts
5-0 WorldCard 5.6 Safeguarding Your Contacts Information is a valuable resource to any business. WorldCard recognizes the intangible value of your business card contacts and has built in features to help you safeguard that data. 5.6.1 Save WorldCard is a business card database management system. It will automatically save all changes when exit the system. - Page 42 Once the Use encryption function is selected, you may use the File Encryption option with password protection. When the Set Password/Change Password option is selected, the password option windows will be accessible for you to enter your appropriate password options. The Password options are entered into the right active areas of the window.
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Page 43: Printing Cards
5- WorldCard 5.7 Printing Cards WorldCard software allows you to print card information into several usable formats. An overview of the WorldCard printing functions will be presented in this chapter. 5.7.1 Printing Preview Before printing card information, WorldCard allows you to preview your information in the appropriate format for your desired output. -
Page 44: Editing Print Templates
5.7.2 Editing Print Templates WorldCard allows you to edit templates for printing your cards. Select File\Print Tem- plate Edit from Main Menu, the following window will appear. You may also click on the Edit Print Template icon To edit the Print Template, you may select a Template Class and Template from the left side of window. -
Page 45: Exchanging Contacts
5- WorldCard 5.8 Exchanging Contacts WorldCard software allows you to exchange valuable contact information with other ap- plications through the use of the Import, Export and Synchronize functions. 5.8.1 Export To select export fields, you may refer to 5.9.1 Export Option for detailed explanation. To Export your WorldCard database to another application such as Microsoft Excel, Ac- cess, Outlook, Outlook Express, Lotus Notes, PocketPC, Palm, ACT!, Goldmine, Salesforce, CSV or VCard, select the Export function from the File\Export of the Main Menu. - Page 46 Follow the instructions listed in the Ex- port window to select the cards you want to export. And then click the Next. If you have chosen to continue with the Export function, you will find that the right directory selection window has been opened.
- Page 47 5- WorldCard Then, select File\Export from the Main Menu. Once you have selected the Export op- tion, the Export Wizard window will open as previously displayed in the section. Select the Microsoft Outlook application from the Wizard window and click Next. The right Export Wizard window will be displayed.
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Page 48: Import
From the Details window, you can select to export all details of each card or none. To close the Details window and proceed, click the OK. This will return you to the Export Wizard status window as seen previously in this section. To complete the Export process, click on the Accept. - Page 49 5- WorldCard Note: When importing data from a Microsoft Office application such as Microsoft Out- look, you may receive a warning window to advise you that a program is trying to access email addresses information from the application. This warning window may appear similar to the following picture depending on your version of Microsoft Of- fice.
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Page 50: Synchronize
From the Details window, you can select to import all details of each card or none. To close the Details window and proceed, click the OK. To complete the Import process, click the Accept. The Import Wizard window will up- date the Status and Information fields for the data accepted. - Page 51 5-0 WorldCard Note: The Sync function will synchronize the Client database with the Host database. In other words, data in the Client database will be change to reflect the data in the Host database. Once you have confirmed the Sync process by clicking the Accept icon in the Sync Wizard window, the Client database will be changed to match the Host.
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Page 52: Settings
5.9 Settings WorldCard has many selectable Setting options to allow you to configure the operational functions of Export, Synchronize, Field Display, User Define Field and Scan options. To set your WorldCard options, use the procedures outlined in this chapter. Open the Setting window from Tool\Setting of the Main Menu. Alternatively, you may open the Settings window from the 5.9.1 Export Option To use the Setting option page to con-... - Page 53 5- WorldCard 5.9.2 Synchronize Option To use the Setting option page to con- figure the Synchronize options, open the Setting page as described in the preceding sections of this chapter. The Settings Synchronize option page will open with Microsoft Outlook as the selected PIM stands for Protocol Infor- mation Management software.
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Page 54: Field Display
5.9.3 Field Display To use the Setting option page to con- figure the Field Display options of the List Mode, open the Setting page as described in the preceding section of this chapter. The Setting Field Display option page will open with a default configuration as displayed in the above window. -
Page 55: Scan Option
5- WorldCard 5.9.5 Scan Option To use the Setting option page to configure the Scan options, open the Setting page as described in the preceding section of this chapter. The Settings Scan option page will open in the default configuration as seen in the preceding picture. -
Page 56: Worldcard Portable Disk
5.10 WorldCard Portable Disk With PenPower WorldCard, you have a new traveling companion and all the flexibility you need for a successful business trip. You can quickly store your WorldCard Portable software and database on any USB flash disk and access them from the USB port of any available computer. -
Page 57: Card Data Management For Portable Disk
5- WorldCard 5.10.2 Card Data Management for Portable Disk To use the card data stored on a Flash Disk, plug the flash disk into the USB port of any computer. Using the My Computer directory of Microsoft Windows, locate the Flash Disk. In the flash disk directory, locate the Card_MiniDrv folder. -
Page 58: Chapter 6 Scan Manager
Chapter 6 Scan Manager WordCard integrates with Microsoft Outlook, Microsoft Outlook Express, Windows Con- tacts (Vista) and ACT!. It provides scanning business card and saving verified contacts into the contacts of above programs directly. You can as well view the original scanned business card image in Microsoft Outlook and ACT!. -
Page 59: Scan Business Cards
1. Insert a business card and click [Scan] button to scan it. Tip: System will require you to calibrate the scanner when you use the scanner at the first time. Whenever there is color indifference after scanning the card, you can calibrate the scanner by clicking Calibration. - Page 60 Auto recognition after scanning: Select Auto recognition after scanning to recognize contacts after scanning. When deselecting it, you will need to click Recognize content to address book after scanning. Advanced editing: Select Advanced editing to edit contact data before exporting them into address book. It is recommended to select advanced editing to edit contact data before exporting contact data into address book.
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Page 61: View Business Card Image
WorldCard Note: When using Scan to ACT!, the program will ask you to input User ID, Password and DB Path after clicking Recognize contact to address book for saving contact into ACT! properly. 6.2.2 View business card image You can view the image of the business card by simply selecting the exportation contact from your address book in Microsoft Outlook, and right click to select view attachment. -
Page 62: Chapter 7 Worldcard Duet
This innovative procedure allows you to differentiate and manage business card materials in a convenient and efficient manner. Note: The Penpower WorldCard duet 2 package includes the full version of WorldCard card management software on the CD in the duet 2 package, the duet 2 Capture Camera, camera mount, a USB cable to connect the duet 2 camera to your com- puter and the WorldCard installation manual. -
Page 63: Connecting Hardware
7.2 Installation The procedure to install Penpower WorldCard software package for is the same as the installation procedure for any other WorldCard package. The software installation for World- Card has been presented in previous sections of this manual. As a brief introduction to the package, please refer to chapter 2 for the software installation procedure. -
Page 64: Using Hardware
7.4 Using Hardware To use WorldCard duet 2 as a business card camera: 1. Draw the flexible ring. The camera socket of business card and business card camera fuselage are raised to the position of 80 degrees automatically. 2. Slip downward the camera function of the business card switch, this establishes it as shooting function. -
Page 65: Capturing Business Cards
WorldCard 7.5 Capturing Business Cards Capture To capture a business card with your WorldCard duet 2 camera, ensure that the camera is in the business card capture mode by placing the camera mode selection switch in the down position, card mode. Start your WorldCard software by click- ing the left mouse button twice over the WorldCard icon on your Windows screen. - Page 66 Click the Next icon to continue and the right window will open. Note: The Capture Card option is selected by default. To continue and capture a business card, click the Finish icon with the left mouse button and the capture window will appear.
- Page 67 WorldCard To capture a card, place your card in the card holder. Once a card is placed in the holder, you will see the card in the Capture window as the Capture screen shot above. You may need to shift the card right or left to have a uniform alignment as the preview screen right.
- Page 68 Card Editing window will open with your new card displayed as shown below. The functions of the Editing window for are the same as with the WorldCard Color scan- ner discussed previously in this manual. Please refer to Chapter 4 for details.
- Page 69 WorldCard Batch Capture To batch capture business cards, select Batch Capture. With this function, you can cap- ture many cards easily, preview them, and then add them to your Card File. 1. Select single or double-sided. Next, select the languages of each side. Please note, you can only multi-capture cards that are in the same language regardless of single or double sided.
- Page 70 3. This screen will allow you to quickly recognize all the cards captured during this batch. When you are done, select Finish. Note: When capturing business card via Capture to Microsoft Outlook, Cap- ture to Outlook Express or Capture to Windows Contacts, you may select the Light flicker frequency in the Card Capture Wizard.
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Page 71: Capture Option
7-0 WorldCard 7.6 Capture Option To select the Capture option from the WorldCard Management screen, select Run\Cap- ture from the Main Menu. Once you have selected the Capture, the Capture screen will be displayed as in the fol- lowing screen shot. The Capture window functions are as previously discussed in this Chapter. -
Page 72: Faq
A: WorldCard v6.x can convert your v5.x version files and import them in v6.x format (for v3.0, v4.0 CRD format, support is not available at this moment). Please go to [Files] \ [Import] \ [Penpower WorldCard files] to convert the files to v6.x format. You can also use [Start-Up Wizard] to accomplish this task. - Page 73 A: Please put the business cards in horizontal orientation same as normal business cards. The system will automatically reorient and recognize the information on the cards after shooting. Penpower WorldCard User Manual Manufacturer: Penpower Technology Ltd. Version: 6.2 Release: Fourth released on September, 2007...
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