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CardScan 600c User Manual

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  • Page 1 User’s Guide Getting Started with CardScan...
  • Page 2 Corex Technologies, arising from or relating to this agreement or the software or documentation is limited to the total of all payments made by or for you for the license. This limited warranty gives you specific legal rights.

  • Page 3: Table Of Contents

    Scanning Business Cards ....... Importing Contacts from Contact Managers and PIMs ..........Creating Files and Contacts Manually Creating Contacts by Dragging and Dropping Text from ............. Emails and Electronic Documents ..............Saving Your Contacts Chapter 4 Verifying, Editing and Organizing Your Contacts .............
  • Page 4 Features to Organize Contacts Quickly ............... 4-6 Using Categories ................4-7 Adding Notes ........4-8 Assigning Categories and Notes to a Batch ............... Deleting Contacts Chapter 5 Managing Your CardScan Contacts ..........Manipulating Multiple Contacts in a File ........... 5-1 Reviewing the Status of Your Contacts ................
  • Page 5 Table of Contents Chapter 8 Synchronizing with Palm OS™ Devices ..........First-Time Setup and Synchronization Chapter 9 Synchronizing with Pocket PC® Devices ..............Setting up ActiveSync ............Synchronizing Selected Files ........Removing Corex CardScan ActiveSync Module Chapter 10 Communicating with Your Contacts ........
  • Page 6 Table of Contents THIS PAGE IS INTENTIONALLY LEFT BLANK. Corex Technologies...

  • Page 7: Chapter 1 Welcome To Cardscan

    TWAIN-compliant scanner, CardScan processes the image, and organizes the information into the correct fields of an electronic contact. As you continue scanning cards, your CardScan file is filled with contacts for you to save and use as suits your needs. For example, you can: •...

  • Page 8: Manage Your Contacts As Suits You Best

    Synchronization with PDAs, such as Palm OS™ handhelds and Pocket ® devices Safeguard and Access Your Contacts Remotely Save a copy of a CardScan file to a private, secure account on CardScan.Net. With your CardScan.Net-enabled file, you can: • Have a guaranteed backup in your CardScan.Net account.

  • Page 9: Keep Your Contacts Up-To-Date

    Index and click the keyword. If you would like to browse the help as a book, open it at the Table of Contents. You can do this using any of the following methods: •...

  • Page 10: Other Sources Of Information And Support

    For example, point at any button on CardScan’s Toolbar to get things done more quickly. Glossary of Terms The Glossary is included in the Online Help, listed at the top of the Table of Contents. Visit Corex Web site at www.cardscan.com for: •...

  • Page 11: Chapter 2 Installing Cardscan

    Windows 98 or later • Pentium processor or later • 64 MB of RAM • 50 MB free hard disk space for a minimum installation and 110 MB for a full installation • CD-ROM drive • USB port for scanner connection •...

  • Page 12: Installing And Setting Up Cardscan

    Follow the Wizard’s prompts to complete the installation. On the last screen of the Wizard, check the box Launch CardScan After Installation. After a pause, the CardScan window opens, and the Scanner Set Up Wizard appears. Before proceeding with the setup, you must connect your scanner, as follows.

  • Page 13: Connecting The Scanner

    PC. Setting Up CardScan for Your Scanner The Scanner Setup Wizard enables you to set up CardScan to work with your scanner, to calibrate the scanner and to scan your first busness card. To start the Scanner Setup Wizard any time, choose →...

  • Page 14: If A Previous Version Is Installed

    Chapter 2 Installing CardScan If a Previous Version is Installed If you have a previous version of CardScan on your PC, you may have to do the following: Disconnect the scanner. Uninstall the existing Cardscan software. Install the new CardScan software (see page 2-2).

  • Page 15: Chapter 3 Creating Your Address Book

    CardScan’s features (see “CardScan Features” on page 1-1) represent all essential attributes of an electronic address book, where information is accurate, manageable, safe, and can be utilized with a few clicks of the mouse (for example, the ability to email your contacts or display the MapQuest-generated map of an address, or dial phone and FAX numbers).
  • Page 16 “Untitled-1”, until you save the file with an informative name. Insert a card in the scanner, with the front side facing up. The card is pulled through, and the Scanning Options dialog appears. Corex Technologies...
  • Page 17 Scan a few more cards, and click Process. CardScan processes the image(s), closes the Scanning Options dialog, and displays the contact scanned last in Edit view—so you can verify and edit your new contacts. Alphabet Bar To learn about the features of CardScan’s graphical interface, point at any feature in CardScan’s window.

  • Page 18: Importing Contacts From Contact Managers And Pims

    Contact Managers and PIMs You can import contacts into CardScan from any contact manager or PIM that can export contacts as a text file with the fields delimited by tabs or commas. To import contacts: Open the file in the source application.
  • Page 19 Start CardScan and choose File→Data Exchange→Import. This dialog appears: The Data Exchange Wizard is a new feature to help you pick the best way to copy data between CardScan and other applications. For example, if you intend to import contacts from ACT! 4.0 or later, GoldMine 5.0 or later, Lotus Notes 4.6 or later, or Microsoft Outlook...
  • Page 20 Chapter 3 Creating Your Address Book In the Import dialog, each row represents a contact in the text file, and each column represents a field. If the file contains more than four columns, use the scroll bar to see the additional information.

  • Page 21: Creating Files And Contacts Manually

    Creating Contacts by Dragging and Dropping Text from Emails and Electronic Documents You can create contacts in a CardScan file by selecting text in another application then dragging and dropping it into List view. This is useful for creating contacts from emails or electronic letters.

  • Page 22: Saving Your Contacts

    Click OK to save your contacts on CardScan.Net, and follow the instructions in “Maximizing Your Contact Potential with CardScan.Net” on page 6-1. Choose one of the two remaining options, and click OK to save the file only locally (that is, on your PC). Corex Technologies...

  • Page 23: Chapter 4 Verifying, Editing And Organizing Your Contacts

    • Check Details of Names and Addresses Using Edit View Use Edit view to compare text in the fields with the image of the business card. • To display Edit view, click the button or double-click a contact in List view.
  • Page 24 Click to hide additional field. To verify the previous or next contact, click the button, respectively. You can also use the PageUp and PageDown keys to move from contact to contact in Edit view and Summary view. Corex Technologies...

  • Page 25: Editing Text

    Features That Make Verifying Simple Editing Text Click on incorrect information. CardScan’s SmartZoom automatically zooms in on that part of the image to help you see the details. Enter your changes. If the text is correct but in the wrong field: •...

  • Page 26: Adding Information To Contacts

    Editing Phone and Email Labels Adding Phone Numbers In CardScan, each contact displays one phone and one fax number. You can add and label six more phone and fax numbers. You can label phone and fax numbers using CardScan’s list of labels.

  • Page 27: Adding Email And Web Addresses

    Type the contact information, and click the arrow on the left to open the label dropdown list. Choose a label from the dropdown list or type your own label in the blank field. The dropdown list contains labels entered previously. If you type a label, it is saved in the dropdown list for future use.

  • Page 28: Features To Organize Contacts Quickly

    Display the contact in Edit or Summary view. Click the C tab. The list of categories appears. ATEGORIES Click one or more checkboxes to assign categories. For example, click the checkbox “Customer.” The category “Customer” appears above the list of categories.

  • Page 29: Adding Notes

    5-3. Keywords: “categories”. Adding Notes Adding Notes to your contacts allows you to store more information in a contact; it also allows you to find contacts containing the same text in the Notes, using QuickSearch. Keywords: “notes”. CardScan User’s Guide...

  • Page 30: Assigning Categories And Notes To A Batch

    Keywords: “Batch”. Deleting Contacts To delete any contacts: Display the contact to delete in Edit or Summary view, or select it in List view. To delete multiple contacts, select them in List view using Shift+click or Ctrl+click. Choose Card→Delete or click on the Toolbar in the CardScan window (see page 1-4).

  • Page 31: Chapter 5 Managing Your Cardscan Contacts

    Select multiple contacts to manipulate them at once. Reviewing the Status of Your Contacts From List view you can learn a lot about the status of your contact information. The symbols next to the contacts above tell you which contacts have not been verified.

  • Page 32: Sorting Contacts

    Chapter 5 Managing Your CardScan Contacts Sorting Contacts To sort contacts by name or company, or any other field displayed, click the heading corresponding to the criterion to use. An example below shows the same file, sorted by Name and by Company.

  • Page 33: Methods To Find Groups Of Contacts

    • To find contacts beginning with the same letter, click the letter on the Alphabet Bar. If multiple files are open, click the tabs at the bottom of List view to see search results in other files. • To find contacts containing the same text (for example, company name or phone number), use QuickSearch (see the preceding section).

  • Page 34: Managing Duplicate Contacts

    Chapter 5 Managing Your CardScan Contacts Managing Duplicate Contacts Your file may contain duplicate contacts: contacts with the same first and last names (or with no first or last name, but the same company name). This can occur, for example, if you: •...

  • Page 35: Safeguarding Your Contacts Against Loss

    • Backing up locally, that is saving a copy of the file to a different medium or, at least, a different drive on your computer The first option is highly recommended, because it provides you with a guaranteed backup.
  • Page 36 Accept the default location for the file (C:\...\My Documents\...) or browse for a different one, and click Next. This dialog appears: Use the Backup Wizard to safeguard your contacts the way you like. Keywords: “backup” You can always start the Backup Wizard by choosing →...

  • Page 37: Chapter 6 Maximizing Your Contact Potential With Cardscan.net

    “security” your password. Also, if you have a PC at work and at home, you can install CardScan on both of them. Keep a local copy of your contacts in both places.
  • Page 38 Chapter 6 Maximizing Your Contact Potential with CardScan.Net Click OK. This dialog appears: Click Sign Up. This dialog appears: Enter the required information, make sure to read the Terms of Service and Privacy Statement before you check the Agreement box, then click Sign Up.

  • Page 39: About Cardscan.net Synchronization

    About CardScan.Net Synchronization Synchronization keeps the CardScan.Net and local copies of a CardScan file identical. It handles very large files as reliably as small ones. If you have an account on CardScan.Net, the synchronization is turned on automatically whenever your PC is connected to the Internet and CardScan is running.

  • Page 40: Manual Synchronization

    • Synchronize all files in the CardScan.Net account. Synchronizing One File To synchronize one file: Open the file. (If more than one file is open, click on the file to synchronize.) Choose CardScan.Net→Synchronize “filename”. Synchronizing All Files If you use manual (rather than automatic) synchronization, you can synchronize all CardScan.Net-enabled files.

  • Page 41: Automatic Synchronization

    Internet. Also, once enabled, automatic synchronization signs you in to CardScan.Net whenever you open CardScan. You can avoid being prompted to enter your password every time automatic synchronization signs you in. To do so, choose Remember my password on the Sign In dialog.

  • Page 42: About Accucard Service Updates

    Chapter 6 Maximizing Your Contact Potential with CardScan.Net About AccuCard Service Updates If you are using the AccuCard Service, the CardScan desktop software: • Shows you the AccuCard status for your contacts (see an example below). • Notifies you when there are updates on CardScan.Net.

  • Page 43: Chapter 7 Exchanging Data With Other Applications

    Choose File→Data Exchange Wizard, and this screen appears: Select the option that best describes what you want to do, and click Next. Continue to do so, and you will arrive at the most suitable of all methods available in CardScan.

  • Page 44: Cardscan Synchronization

    Managers (PIMs). CardScan Synchronization copies the contact information from CardScan to the other application and vice versa. The result is that both places contain the same information. Afterwards, when contacts are added, edited or deleted in either place, CardScan Synchronization copies just the changes, and does not create duplicate contacts.
  • Page 45 • You can configure CardScan Synchronization only with an existing CardScan file. If you do not have a CardScan file, create one by scanning a card and saving the file with a name you will use for synchronization. •...

  • Page 46: Synchronizing Manually

    Synchronizing Automatically Use AutoSync™ to automatically synchronize a CardScan file with another application when the data in the CardScan file changes, or on a predefined schedule, or both. Automatic synchronization can take place when neither CardScan or the other application is running.

  • Page 47: Chapter 8 Synchronizing With Palm Os™ Devices

    CardScan file is updated automatically—and vice versa. The Conduit for Palm is installed automatically with CardScan—provided the Palm Desktop Version 3, or later, already exists on your PC. When the Conduit ® for Palm is enabled, it replaces the Address Box conduit in HotSync Manager.
  • Page 48 Chapter 8 Synchronizing with Palm OS™ Devices To set up the Conduit for Palm, follow these steps: If you don’t have a CardScan file to synchronize, create one and save Always synchronize with the same CardScan file. This prevents CardScan from adding, deleting, or modifying cards unintentionally.
  • Page 49 First-Time Setup and Synchronization If the path to the CardScan file in step 3 is not displayed or is incorrect, type or browse for the path and name of the CardScan file with which to synchronize. Click the P tab.
  • Page 50 Chapter 8 Synchronizing with Palm OS™ Devices To synchronize: Press the HotSync button on the cradle to start synchronization. The progress dialog appears. When the synchronization completes successfully, the progress dialog closes. For information about controlling duplicate contacts and troubleshooting error messages, Keywords: “troubleshooting duplicates”, “troubleshooting...

  • Page 51: Chapter 9 Synchronizing With Pocket Pc® Devices

    Chapter 9 Synchronizing with Pocket PC Devices The ActiveSync module enables you to synchronize a CardScan file and your Pocket PC to make the files identical. If you change information in the PDA, your CardScan file is updated automatically—and vice versa. ®...
  • Page 52 You can synchronize contact information with only one service at a time. On the Sync Mode tab, select when you want synchronization to occur. On the Rules tab, specify the conflict-resolution and file-conversion rules. Click Settings. The CardScan ActiveSync Options dialog appears.

  • Page 53: Synchronizing Selected Files

    This prevents CardScan from adding, deleting, or modifying any contacts unintentionally. If the selected file is protected by a password and you want CardScan to open the file automatically every time you connect, click the password options and type in the password. Otherwise, CardScan prompts you for the password at every new connection for ActiveSync.
  • Page 54 Removing Corex CardScan ActiveSync Module THIS PAGE IS INTENTIONALLY LEFT BLANK. Corex Technologies...

  • Page 55: Chapter 10 Communicating With Your Contacts

    Launch your browser to a web address (as in the example below). To do any of the above, point to the address or phone number, and click when the cursor changes to the symbol of an envelope, telephone, or Web browser.

  • Page 56: Using Signature Card

    Chapter 10 Communicating with Your Contacts Using Signature Card If you have Microsoft Outlook 98 or later, you can include an image of your business card in all outgoing emails. To use this feature, make sure that: • Microsoft Outlook is set to send messages in HTML format.

  • Page 57: Chapter 11 Printing

    How to lay out the information on the page Before using the Print Wizard, choose the contacts to print: • If you are printing a single contact, display it in Edit or Summary view, or select it in List view. •...
  • Page 58 Chapter 11 Printing You can sort the contacts before printing (see “Sorting Contacts” on page 5-2). Choose File→Print. The following dialog appears. Select cards and follow the Wizard to print your contacts the way you like. Keywords: “print”. 11-2 Corex Technologies...

  • Page 59: Appendix A: Cardscan Scanner Warranty

    Corex will replace the unit without charge, subject to the conditions and limitations stated herein. Corex reserves the right to ship a remanufactured scanner as a replacement. In no way will the customer be entitled to new software as part of the warranty.
  • Page 60 Appendix A: CardScan Scanner Warranty THIS PAGE IS INTENTIONALLY LEFT BLANK. Corex Technologies...
  • Page 61 Conventions Backing up in this Guide contacts Copying Backup in Edit view, drag and drop guaranteed with CardScan.Net Creating Batch Options address book to assign categories and notes contacts contacts by dragging and dropping files and contacts manually...
  • Page 62 Information and support for users Edit view Installing drag and drop text CardScan moving text CardScan Software if previous version is installed Editing system requirements and verifying contacts drag and drop Intellisync text in fields upgrading to CardScan Synchronization...
  • Page 63 Palm Remote Access CardScan Conduit for with CardScan.Net categories and custom fields enabling CardScan Conduit installing before CardScan HotSync Progress dialog Safeguarding contacts against loss Passwords options for ActiveSync connection Saving contacts defined Scanner connecting PDAs Setup Wizard getting contacts into...
  • Page 64 CardScan Uninstalling CardScan software port for scanner Verifying and editing contacts checking details Views Edit view to verify and edit 3-7, 5-1 List view Summary view 10-1 Warranty information for scanner 4-4, 4-5 adding addresses addresses, adding CardScan.Net account...

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