Advertisement
Quick Links
Advertisement
Related Manuals for IRIS CARDIRIS
Summary of Contents for IRIS CARDIRIS
- Page 1 ETTING TARTED GETTING STARTED...
- Page 2 © 2007 I.R.I.S. All rights reserved OCR technology by I.R.I.S. Connectionist, Linguistic and Field Analysis technology by I.R.I.S. © 2007 I.R.I.S. All rights reserved...
- Page 3 In our information age, all key corporate information is contained in data- bases. With information being the key, Cardiris gives a comprehensive answer to the need to manage your business contacts: Cardiris goes the full circle from archiving scanned business cards to contact management. After all, isn’t it the...
- Page 4 LCD screens of notebook comput- ers! As Cardiris also allows you to add comments, it suffices to scan every busi- ness card you come across and add some notes and you’ll never lose any infor-...
- Page 5 American business cards, business cards from the European countries, including the Eastern-European nations, African, Asian and Oceanic business cards, you name it! (The “Asian Edition” of Cardiris reads business cards from China, Ja- pan, Singapore, South-Korea and Taiwan. Business cards from these countries in English are supported by the “other”...
- Page 6 At this stage, Cardiris takes the layout of a business card into account. Each country has a different “style” of composing business cards, Americans com- pose an address differently than the French do etc. In this way, Cardiris can process correctly business cards of all designs and countries: business cards with an American or European look, vertical cards as well as horizontal cards etc.
- Page 7 Exchanging data with the professional CRM software Microsoft Dynamics CRM requires a special version of Cardiris! Some other clearcut advantages of Cardiris over the paper world are all too obvious: as you are dealing with a database, the information is centralized and available to all your colleagues.
- Page 8 BOUT THIS UIDE This guide gives a short introduction to Cardiris. It contains all you need to know to get started with this I.R.I.S. product successfully. However, this guide does not intend to be a complete user documentation of Cardiris. To make full use of the many advanced capabilities of this software package, it is mandatory that you study the on-line help information closely.
- Page 9 I.R.I.S. during working hours and by filling out a registration form on the I.R.I.S. web site! TARTING THE OFTWARE UP Click on the Cardiris application in the submenu "I.R.I.S. Applications - Cardiris" or click on the shortcut to the Cardiris application on your desktop.
- Page 10 (You can access the databases last loaded directly under the "File" menu.) Cardiris starts up in the album view mode: it displays 16 business cards in an album-like presentation. Only the major data fields - company name, first name...
- Page 11 ETTING TARTED A color code indicates the card status of each business card: new cards are yellow, indexed cards are green and verified cards are blue. The card status is a crucial concept and we’ll discuss it in depth later. Click the arrow buttons below to navigate through the business cards: you’ll turn the pages of the album.
- Page 12 Double-click a card to open the card view mode (or click the "Card" button on the Cardiris toolbar). The card view is limited to a single business card. It displays the card image, the card data or business contact, and the personal notes and additional information.
- Page 13 ETTING TARTED This view mode also allows you to scan the back of a business card and to attach a picture - a photo of your contact for instance - to the business card.
- Page 14 HORT UTORIAL The best way to become familiar with the operation of Cardiris is undoubtedly by using it. A sample database is provided with the software; it allows you to get started even when the scanner isn’t connected to your computer yet. Let’s make use of it now.
- Page 15 Select the correct country with the "Card Style" button. (Reading business cards from China, Japan, Singapore, South-Korea and Taiwan requires the “Asian Edition” of Cardiris. Business cards from these Asian countries in English are supported by the “other” editions of the Cardiris software!)
- Page 16 - company name, e-mail address and web site etc. When Cardiris recognizes the character string "John Williams", it “knows” that John is a first name and Williams a last name. In the same way so does the system recognize titles, such as "vice president", "engineer", cities such as Boise...
- Page 17 Americans compose an address differently than the French do etc. (Some card styles correspond to several languages: Belgium and Canada have two official languages, Switzerland has three! Cardiris detects the selected language auto- matically...) Click the "Recognize" button to start the character recognition.
- Page 18 You can make direct use of the contacts stored with Cardiris! Click the e-mail address in the data fields and you create a new e-mail message for your contact automatically, click the URL and you visit his web site promptly! There are more “AutoActions”: click the "Telephone"...
- Page 19 Click the status button "V(erified)" (or press F12) to indicate that the card is verified. The card status is a crucial concept of Cardiris, and you should under- stand its meaning fully before you start using the business card organizer exten-...
- Page 20 A color code is used to distinguish the various card statuses: new cards are yellow, indexed cards are green and verified cards are blue! Whether your cards are verified or not, Cardiris helps you find and resolve duplicates! The software is even flexible: you can use broad nets or execute fine searches to detect the duplicate contacts.
- Page 21 First of all, you can limit the view to cards with a specific card status by clicking one of the status selection buttons on the Cardiris toolbar. (Click the button "All Cards" to display the business cards of any status.)
- Page 22 The status bar indicates which selection is currently enabled (and how many cards your selection holds). The album view can also be a good indicator that you’ve enabled a limited view mode because you’ll only see a single color!
- Page 23 The "Select" button executes “query by example” precision searches. This time, Cardiris looks for cards that start with the entered character strings, not for cards that contain the entered character string. Furthermore, you limit searches...
- Page 24 In this example, we’re looking for a person we once met; the one thing we remember for sure is the first name Homer. (And hooray for computers: imagine having to search for that contact in a physical Rolodex that contains some 400 cards...) To redisplay all cards, simply click on the status selection button "All Cards"!
- Page 25 Business card reading smoothly complements such applications as contact managers, databases, spreadsheets or even word processors whose mail merge function allows to print letters, envelopes and labels! (Exchanging data with the professional CRM software Microsoft Dynamics CRM requires a special ver- sion of Cardiris.)
- Page 26 The text result looks for instance like this when you send the results directly to Microsoft Outlook. But as Cardiris is a comprehensive database in its own right, the buck doesn’t stop here! You can import contacts from other databases and you can synchro- nize an external database (of your handheld computer for instance) and the Cardiris database with equal ease.
- Page 27 ETTING TARTED Your Cardiris software may be bundled with the I.R.I.S. Card Scanners “IRISCard Pro”, a USB-2 A6 color scanner, and “IRISCard Mini”, a USB A8 greyscale scanner. In that case, setting your card scanner up is easy: the Twain driver is already installed.
- Page 28 The background must be black or white if Cardiris is to extract the various business cards. (Luckily, there’s a very simple way of creating a black back- ground: scan your cards with the lid open...
- Page 29 Cards" under the "Settings" menu before you scan the cards! Select the option "Single Card" when you’re scanning the business cards one by one. (Or select the option "Detect Cards in Image" and let Cardiris handle this issue auto- matically...) The complete page as you scanned it will never appear as such on the com- puter screen;...
-
Page 30: Online Help
ETTING LINE This guide only discusses the major features of Cardiris. However, Cardiris is a comprehensive, fully featured business card organizer that has many extra features which we did not discuss here. You are recommended to consult the on- line help system to obtain more information on its numerous capabilities.