Knowledge Base

Search Knowledge Base

Overview

01/09/11

By Admin User

3.1 User Interface

A: Category tab
B: Search tab
C: Card Window
D: Recycle bin
E: Add Category
F: Delete Category
G: Disk space used
H: Status
I: Alphabet Index
J: Connection status

3.1.1 Toolbar

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: Scan Multiple Business Cards
I: Add a New Card from Another Picture Source
J: Synchronize with Outlook/PDA/Palm/
Lotus notes
K: Send Email
L: Export All Your Data and the Portable
Software to the Selected Flash Disk or Hard Drive
M: Edit Card
N: Edit Print Template

3.1.2 Alphabet Index

To choose to sort contacts by Display Name or Company, please go to Setting on the Tool menu and select Field Setting. In the Alphabet Index settings section, you can choose by Display Name or Company.

When by Display Name is selected, the contacts will be sorted by display name. When by Company is selected, the contacts will be sorted by company name. If the display name or company name is not English, the contact will be put in the group.

3.2 Scan Business Cards

3.2.1 Scan Directly

To scan your business card, insert the card into your WorldCard Scanner. The scanner scans the card immediately. The recognition result saves to the system.

Note: Insert the business card facing up into the WorldCard Color and Ultra plus scanner.

Insert the business card facing down into the WorldCard Office scanner. WorldCard Color scanner has two hardware buttons. The one on the top is for scanning pictures via the TWAIN interface, another one for scanning business cards.

Tips:

1. After scanning business cards, please check the recognition results by Editing function for ensuring the accuracy.

2. Click the Setting arrow and click Scan Option, or click Tool/Setting/Scan Opting to set the recognition language. Refer to Chapter 5.10.5 for more detailed explanation.

3.2.2 Scan Wizard

To scan business cards, select Scan to launch Scan Wizard.

1. Under Card Style, select Single-sided or Double-sided.

2. Select the language of the card. If the card is double-sided, please select the language of the both sides.

3. Insert the card into your WorldCard Scanner and insert the card. Then the Scanner status area should say Ready.

4. In the Scanner Panel area, please select:

- Auto scanning if you want the scan to automatically start when the card is inserted.

- Auto recognition after scanning if you want the card information to be automatically added to your file. If you want to preview the scanned card image before recognition, do not select this. If you select Double-sided, you can click Skip back side to scan the front side only.

- Editing business card after scanning to display the Edit window when closing the Scan Wizard.

5. After you recognize the card, the information will automatically go into the Unfiled category.

3.2.3 Batch Scanning

To batch-scan business cards, please select Batch Scan from the toolbar.

With this command, you can scan 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.

Note: Only cards (single-sided or double sided) that have the same languages chosen for each card can be batchscanned.

2. The Scan status pane displays the status of the scanner. Select Auto scanning if you want the card be automatically scanned once it is inserted. If the card does not scan properly, click Rescan to try again. If you want to return to the previous screen, click Previous.

3. This screen allows you to quickly recognize all the cards scanned during this batch.

When you are done, click Finish.

3.4 Viewing Contacts

WorldCard provides several ways to view your contacts: List Mode, Label Mode, Image Mode and Dual Mode. The default setting is List mode. List Mode is the default mode view.To select a mode, please click View Mode on the View menu or click the Mode arrow from the toolbar.

3.4.1 List Mode View

Contact Information List

After scanning business cards, you will see the scanned contact information list in the right pane of the card window.

At the top of the pane, you can quickly see how many cards are in each category. For easy organization, the dark-highlighted entries indicate cards that have not been edited or verified yet.

Click the field name to sort the contact information alphabetically, Besides the contact information, you can also quickly discriminate the single and double sided card by their different icons.

Tip: You may select the displayed fields from the Tool menu by choosing Field Setting/Setting.

Category tab

You can manage your business cards by storing them into category groups. The Category tab is in the left pane of the card window. The All Records category and the Unfiled category are the preset categories. WorldCard allows you to add as many user-specified categories and sub-categories to manage your business cards as you choose.

3.4.2 Label Mode

Label Mode displays contact information and business card at the same time.

The contact information shows display name, company, title, office address, mobile phone number , office telephone number, office fax number , Email address and website.

When the icon appears in the right-top corner, it means the contact has a double-sided business card image. You can click the icon to see the other side of business card image.

3.4.3 Image Mode

Click the button to view the front sides of all business cards. Click the button to view the back side of all business cards.

When the icon appears in the right-top corner, it means the contact has a double-sided business card image. You can click the icon to see the other side of the business card image.

3.4.4 Dual Mode

Dual Mode lists the scanned contact information in the upper right management pane and displays the front and back side images of the business card in the lower right pane. You can click the front or back side icon of the card to magnify it.

When the icon appears in the right top corner, it means the contact has double-sided business card image. You can click the icon to see the other side of business card image.