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Fujitsu CardMinder User Manual

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P3PC-E527-02EN
CardMinder
for
TM
ScanSnap!
TM
User's Guide

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   Summary of Contents for Fujitsu CardMinder

  • Page 1

    P3PC-E527-02EN CardMinder ScanSnap! User’s Guide...

  • Page 2: Introduction

    INTRODUCTION ■ About This Manual This manual describes the use of CardMinder for ScanSnap! application as follows. 1) About CardMinder (A quick look at CardMinder) 2) Configuring Before Scanning (Setting options before scanning) 3) Scanning and Exporting Business Card Data...

  • Page 3: Trademarks

    ■ Trademarks PFU is a registered trademark of PFU Limited. ScanSnap! and CardMinder are trademarks of PFU LIMITED. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation of the United States and/or other countries.

  • Page 4

    How Trademarks Are Indicated In This Manual CardMinder for ScanSnap! application is abbreviated as CardMinder. References to operating systems (OS) are indicated as follows: Windows 98: Refers to Microsoft® Windows® 98 operating system. Windows Me: Refers to Refers to Microsoft® Windows® Millennium Edition operating system.

  • Page 5: Table Of Contents

    ■ Note, Liability ... i ■ Trademarks ... ii Chapter1 About CardMinder ... 1 1.1 About CardMinder ... 2 1.2 Features of CardMinder ... 3 1.3 Flow of Operation ... 4 1.4 Measurement Windows... 5 Main window ... 5 Finder window... 7 Chapter2 Configuring Before Scanning ...

  • Page 6

    5.3 Keyword Recognition using Rectangle Area Selection 28 5.4 Data Correction by Manual Entry ... 30 Chapter6 Setting Preferences... 32 6.1 Data control settings ... 33 6.2 Export item settings ... 35 Chapter7 Troubleshooting ... 36 INDEX ... 38 CardMinder for ScanSnap! User’s Guide...

  • Page 7: Chapter1

    Chapter1 About CardMinder This chapter describes features and basic operations of CardMinder 1.1 About CardMinder... 2 1.2 Features of CardMinder... 3 1.3 Flow of Operation ... 4 1.4 Measurement Windows ... 5 Main window ... 5 Finder window... 7 CardMinder for ScanSnap! User’s Guide...

  • Page 8: About Cardminder

    1.1 About CardMinder About CardMinder CardMinder is included with your ScanSnap! color duplex scanner. CardMinder provides a quick scanning, image recognition and database storage solution for all your office scanning needs. Using an OCR (Optical Character Recognition) engine and sharing recognized data with a PIM (Personal Information Manager), CardMinder can •...

  • Page 9: Features Of Cardminder

    Features of CardMinder CardMinder has the following features. • Scans front side or both sides of the business cards just by pressing a button on the scanner • You can capture Memos on business cards to be reviewed later • Recognizes characters on business cards and creates keywords automatically for fields like Full Name or Company.

  • Page 10: Flow Of Operation

    Flow of Operation You can start using CardMinder by: Selecting • An application where the data is to be exported (See Chapter 2) Scanning and recognizing a business card (See Chapter 3) • Insert the business card(s) into the ADF Paper Chute.

  • Page 11: Measurement Windows

    Measurement Windows There are two measurement windows in CardMinder. ■ Main window Command Toolbar Shows icons for often-used commands. Mode tabs Displays data in each mode. Data List View Lists the business card data 1.4 Measurement Windows Image Toolbar Shows buttons used to adjust the image display in Image View.

  • Page 12

    Mode tabs [Exported] Data that has exported to an application is displayed in this tab. [Trash] tab Data that has been sent to the Trash is displayed here. 1.4 Measurement Windows Function CardMinder ScanSnap! User’s Guide...

  • Page 13: Finder Window

    Previous business card is shown. Next business card is shown. Displays first business card data Displays last business card data Current business card image and data are shown on the main window. CardMinder ScanSnap! User’s Guide...

  • Page 14: Chapter2

    Chapter2 Configuring Before Scanning This chapter describes the settings required to use CardMinder application selection. 1. Click [Start] in the desktop. Click [Program], [CardMinder] and [CardMinder] again from submenus. ⇒ Main window of CardMinder appears. 2. Click [File] in menu bar and click [Export to] in submenus.

  • Page 15: Chapter3 Scanning And Exporting The Business Card Data

    Click here second ⇒ The window [ScanSnap! Monitor - Scan and Save Settings] opens. 2. Click a tab [Application], find a menu [CardMinder] in a combo box of [Application], then click it. in task bar. And select [Setting...] in menu items.

  • Page 16

    5. Press (for Duplex scanning) or of ScanSnap!. ⇒ Scanning starts. The power lamp on the scanner blinks, and the following window opens to show the scanning status. Set front side down ADF paper chute Buttons Power Lamp (for Simplex scanning) button on the scanner CardMinder for ScanSnap! User’s Guide...

  • Page 17

    The scan settings for CardMinder are same as ScanSnap!. See ScanSnap! fi- 4110EOX2 Operator’s Guide for these settings. • You can also start scanning by clicking in Main window of CardMinder. In this case, the following scan setting is applied regardless of the setting in Scan- Snap!.

  • Page 18

    7. Select the data which you want to export. You can add to the selection by clicking on the item while pressing the [Shift] or [Ctrl] key. Front side Backside Recognized data CardMinder for ScanSnap! User’s Guide...

  • Page 19

    [Inbox] and added to [Exported]. You can confirm the export by activating Microsoft® Outlook®, and opening [Contacts] folder as follows. Export can also be activated by clicking [File] in menu bar, and clicking [Export] in submenus. HINT CardMinder for ScanSnap! User’s Guide...

  • Page 20

    HINT • When exporting data to CSV (Excel), click the [CSV (Excel)] icon and specify a file name and file folder for Excel to save data. or GoldMine®, only the Icon changes. The methods are CardMinder for ScanSnap! User’s Guide...

  • Page 21: Chapter4

    4.2 Deleting the data from [Inbox] / [Exported] tab... 17 4.3 Deleting data from [Trash] ... 18 4.4 Restoring the data from Trash... 19 4.5 Extracting the image data ... 21 4.6 Data search by entering keyword... 23 CardMinder for ScanSnap! User’s Guide...

  • Page 22: Data Search By Character String And Hot Key

    1. Select a character string of a name or a company in some document, and press the hot key (Alt+F3). CardMinder will then automatically start searching. ⇒ The Finder window opens if the selected character string matches the CardMinder data- base. •...

  • Page 23: Deleting The Data From [inbox] / [exported] Tab

    A method to delete the data from [Inbox] or [Exported] tab is as follows. The data is sent to [Trash]. 1. Open CardMinder with [Inbox] or [Exported] selected. Select the data which you want to delete. You can add to the selection by clicking the data while pressing the [Shift] or [Ctrl] key.

  • Page 24: Deleting Data From [trash]

    Section 4.4. 1. Open CardMinder with [Trash] tab selected. Select the data which you want to delete. You can add to the selection by clicking on the data while pressing [Shift] or [Ctrl] key.

  • Page 25: Restoring The Data From Trash

    Restoring the data from Trash A method to restore the data from the [Trash] is as follows. Restored data is moved to [Inbox] or [Exported] to the original location. 1. Open CardMinder with [Trash] tab selected. ⇒ Deleted data is shown in the window.

  • Page 26

    4.4 Restoring the data from Trash 3. Click [Edit] in menu bar, and click [Undo] in submenus. Main window: ⇒ Selected data moves from [Trash] to [Inbox] or [Exported] tab. CardMinder for ScanSnap! User’s Guide...

  • Page 27: Extracting The Image Data

    Extracting the image data You extract a business card image data using CardMinder, and attach it to your e-mails as follows. 1. Select which data you want to extract by using the search method described in Section 4.1. Main window:...

  • Page 28

    4.5 Extracting the image data 2. Drag a business card image from the CardMinder window to any folder in Explorer or to your Desktop. If both sides of the card are displayed, only one side can be dragged at a time HINT ⇒...

  • Page 29: Data Search By Entering Keyword

    A method to search the data by entering a keyword is as follows. 1. Open CardMinder, and click [Edit] in menu bar and then click [Find]. 2. Following [Find] dialog box may appear, Enter a Name or a Company in column [Find what], Then click [Find] button.

  • Page 30: Chapter5

    5.1 Recognition of all characters at once ... 25 5.2 Recognition using Rectangle Selection ... 26 5.3 Keyword Recognition using Rectangle Area Selection ... 28 5.4 Data Correction by Manual Entry ... 30 , and try the recognizing again (See Section 5.1). CardMinder for ScanSnap! User’s Guide...

  • Page 31: Recognition Of All Characters At Once

    HINT 2. Click [Recognition] icon in toolbar. ⇒ All characters are recognized. Old recognition data is replaced by the new data. 5.1 Recognition of all characters at once Backside Front side Main window: CardMinder for ScanSnap! User’s Guide Recognized data...

  • Page 32: Recognition Using Rectangle Selection

    Characters only in front side image can be recognized. HINT 2. Select the area to recognize on the front side image by using your mouse as shown below. 5.2 Recognition using Rectangle Selection Front side Backside CardMinder for ScanSnap! User’s Guide Recognized data...

  • Page 33

    5.2 Recognition using Rectangle Selection 3. Click [Recognition] button in toolbar. Main window: ⇒ All characters are recognized. Old recognition data is substituted by the new data. CardMinder for ScanSnap! User’s Guide...

  • Page 34: Keyword Recognition Using Rectangle Area Selection

    2. Specify the trimming area for recognition of front side image by mouse as shown below. Following is an example of [Company] correction. 5.3 Keyword Recognition using Rectangle Area Selection Front side Backside CardMinder for ScanSnap! User’s Guide Recognized data...

  • Page 35

    3. Click the [Company] button located in the lower area of Main window. ⇒ The data in a clicked column is recognized. Old recognition data is replaced by the new data. Other columns than [Company] can be corrected using the method above. HINT CardMinder for ScanSnap! User’s Guide...

  • Page 36: Data Correction By Manual Entry

    2. Click on the text you want to correct. Following is an example of Full Name correction. ⇒ A cursor appears in the clicked column. 5.4 Data Correction by Manual Entry Front side Backside CardMinder for ScanSnap! User’s Guide Recognized data...

  • Page 37

    5.4 Data Correction by Manual Entry Other columns than [Full Name] can be corrected using a similar method. HINT 3. Enter correct Full Name from your keyboard. CardMinder for ScanSnap! User’s Guide...

  • Page 38: Chapter6 Setting Preferences

    Chapter6 Setting Preferences This chapter describes how to set CardMinder preferences. 6.1 Data control settings ... 33 6.2 Export item settings ... 35 CardMinder for ScanSnap! User’s Guide...

  • Page 39: Data Control Settings

    • Display or not display a confirmation window for the recognition result. • Hot key setting for searching. • CardMinder Database file folder path name. 1. In Main window, click [Tool] in a menu bar, and click [Settings...]. Main window: ⇒...

  • Page 40

    When [Browse] is clicked, you can specify the Data save folder in the [Browse for Folder] dialog box. As a default, CardMinder saves data to the C: drive. This setting may be useful when C: drive is nearly full and data saving to another drive is required.

  • Page 41: Export Item Settings

    2. Click [Export Item] tab. Then add check marks for the items you wish to export. [Default] button resets the settings to default state. The items, [Memo] and [Save date], are displayed in the Main window but not exported. HINT 6.2 Export item settings Main window: CardMinder ScanSnap! User’s Guide...

  • Page 42: Chapter7 Troubleshooting

    Scanning is disabled when the window, [ScanSnap! Monitor...] is open. Close the window. • Is the scanner supported by ScanSnap!? CardMinder does not support the scanning by other scanners than specified by ScanSnap!. ⇒ Is the business card scanned with front side up? The side which has the name printed (Front side) should be set down- ward facing ADF paper chute.

  • Page 43

    Click [Tool] menu and [Setting..] submenu in Main window. you want to Then click the [Export Item] tab. Add the checkmark next to the recognize do not item you want to recognize and export. (See Section 6.2) appear in window. Please confirm, CardMinder User’s Guide...

  • Page 44: Index

    CardMinder ... 2 Character direction ... 36 Color ... 10 Command toolbar ... 5 Configuring CardMinder ... 8 Confirmation window ... 33 Confirming data in application ... 13 Confirming recognition result ... 12 Correction by manual entry ... 30 CSV (Excel) ...

  • Page 45

    [Trash] tab ... 6 Trimming ... 26 ... 5 White character on black background ... 37 ... 26 Wrong character ... 37 Wrong Phone number ... 37 CardMinder for ScanSnap! User’s Guide ... 10 ... 36 ... 12 ... 10...

  • Page 46

    PFU LIMITED assumes no liability for incidental or consequential damages arising from the use of this Product, and any claims by a third party. Copying of the contents of this manual in whole or in part and copying of the scanner application is forbidden under the copyright law.

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