Corex Technologies Corporation
810 Memorial Drive
Cambridge, MA 02139
Tel: (617) 492-4200
Fax (617) 492-6659
Trademarks: CardScan and CardScan.Net are registered trademark of
Corex Technologies Corp. Windows is a trademark of Microsoft
Corporation. All other trademarks are the property of their respective
owners.
Disclaimer of Warranties: Corex Technologies Corp. makes no
warranty, representation or promise not expressly set forth in this
agreement. Corex Technologies Corp. disclaims and excludes any and
all implied warranties of merchantability, title, or fitness for a particular
purpose. Corex Technologies Corp. does not warrant that the software
or documentation will satisfy your requirements or that the software and
documentation are without defect or error or that the operation of the
software will be uninterrupted.
LIMITATION OF LIABILITY: Corex Technologies Corp.’s aggregate
liability, as well as that of the authors of programs sold by 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. You may have others which
vary
from state to state. Some states do not allow the exclusion or limitation
of incidental or consequential damages, so the above limitation or
exclusion may not apply to you.
Chapter 1 About CardScan
Introducing CardScan Features .................................................. 1-1
This chapter introduces CardScan’s features, the basics of its
scanning and processing functions, and the details of its
graphical user interface.
Introducing CardScan Features
CardScan enables you to:
New!• Transform your contact information into online address
books available to you anytime in your private account on
a secure Web site CardScan.Net, at www.cardscan.net.
New!• Display a Web-based map of a contact’s address.
New!• Automatically include an image of your business card in
all outgoing emails, if using Microsoft Outlook 98 or later.
New!• With the CardScan 600c color scanner, scan and process
business cards in color.
Introducing CardScan Features
• Process cards from Australia, Belgium, Canada, France,
Germany, Sweden, the UK, and the US.
• During scanning, automatically categorize batches of
cards and add notes to each card in the batch.
• For cards with information on both sides, capture and
include an image of the back of the card.
• Find any contact or group of contacts using QuickSearch
and categories.
• Synchronize CardScan files with Personal Digital
Assistants (PDAs):
- Palm OS
- Windows CE
- Psion
• Synchronize with contact managers and Personal
Information Managers (PIMs) supporting Intellisync.
®
connected organizers
®
®
palmtops
and Pocket PCs
CardScan User’s Guide 1-1
1
Chapter 1 About CardScan
• Drag and drop contacts from CardScan to applications
supporting vCard. Drag and drop contacts from such
applications and Web sites into CardScan.
• Transfer and export contacts from CardScan to contact
managers and PIMs, and import contacts into CardScan.
• Work on CardScan files on a network simultaneously with
other CardScan users.
• Reach your contacts directly from CardScan by email,
phone and fax, and on their Web sites.
Scanning and Processing
When scanning a card, with a CardScan scanner or with a
TWAIN-compliant scanner, CardScan:
1.Communicates with the scanner and captures an image
of the card.
2.Saves the card image on the computer’s hard drive and
allows you to continue scanning or process the saved
image immediately, or use batch-scanning options.
When processing, CardScan uses the AccuCard
to:
• Read the digital image created by your scanner.
TM
technology
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• Convert the information into text and place it into labeled
fields (such as Name, Company, Address, and so forth). It
places information not belonging to any particular field
into the field called Other.
The result appears in Edit view for review and editing as
needed. See CardScan views on page 1-3.
Accuracy
Accuracy
CardScan accurately interprets the images captured by your
scanner. However, business cards with complex designs,
unusual fonts, and colors may cause occasional mistakes.
To maximize accuracy:
• Calibrate your scanner when prompted by the Scanner
Setup Wizard (described in the Scanner Setup Card) and
any time using CardScan’s Preferences (see Setting Preferences on page 19-1).
• When scanning with a CardScan scanner, insert cards
flush with the right-hand side of the scanner tray.
• Verify processed information. CardScan makes it easier
to do. It marks newly scanned contacts as unverified, and
reminds you about unverified contacts whenever
accuracy is important (for example, when you try to print
or transfer contacts). See Verifying and Editing Contacts on page 6-1.
Graphical User Interface
This section describes:
• CardScan views
•Toolbar
• Alphabet bar
•Status line
•Big Picture
CardScan views
You can display contacts in
•Edit view
• Summary view
•List view
CardScan User’s Guide 1-3
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Chapter 1 About CardScan
Edit ViewUse Edit view to:
Alphabet Bar (see
page 1-8)
Toolbar (see
page 1-7)
You can accomplish any task from any view. However,
choosing the most suitable view expedites the process.
• Verify and edit a contact
• Categorize a contact
• Add notes to a contact
The following figure illustrates frequently used features of Edit
view. For more information, see page 3-6 through page 3-8.
Click to transfer
contact to the
currently running
PIM.
Click to check
details of name
and address.
Check this box when
done verifying.
Click to display
back of card.
Click to add
or view notes.
Click to categorize.
Edit view displayed
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Status line (see page 1-8)
Click to zoom in
or out of image.
Current date and time
Click to hide
additional field.
Click to open
additional field.
Click to hide all
additional fields.
CardScan.Net indicator
Summary ViewUse Summary view to:
• Look up a contact’s information
• Categorize and add notes to a contact
• Email and phone a contact, and visit a contact’s Web site
• Display a Web-based map of contact’s address
• See when the contact was created and modified
To use a phone number, email address, or a Web address,
point at it and click when the context-sensitive cursor takes the
appropriate shape. The following figure illustrates launching
your default browser to the Web address on the card.
Context-Sensitive
Cursors
Email Cursor
Graphical User Interface
Dial Cursor
Browse Cursor
Display List view.
Display Edit view.
Visit Web site.
Summary view displayed.
TIP: The Browse cursor also appears when you point to an
address in the Summary view. Click, and a Web-map of the
address displays!
For more information, see Contacting People Directly from
CardScan on page 17-1.
CardScan User’s Guide 1-5
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Chapter 1 About CardScan
List ViewUse List view to view and manipulate multiple contacts. The
following figure illustrates some uses of List view.
Click to display all contacts.
Click to transfer selected
contacts to a PIM.
Click to send email to
selected contacts.
List view displayed.
Click to transfer
selected
contacts to the
currently running
PIM.
Right-click menu
In List view, you can display all contacts in a file or only some
contacts (for example, contacts found with QuickSearch).
In either case, the List button (in the lower-left corner) is
depressed, as illustrated above. To be sure you are viewing all
contacts, clickon the Alphabet Bar.
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List view is a table where each row represents a contact, each
column represents a field. By default, CardScan displays the
Name, Company, and Phone fields, respectively. The question
mark (?) indicates unverified contacts.
By default, CardScan sorts lists by the Name field, as shown in
the figure. Note that the column heading is underlined and the
entire column is shaded.
Graphical User Interface
To sort by any other field, click the column heading.
Sorted
by name
Sorted by
company
NOTE: You can customize List view to display more or
fewer fields, and use any field for sorting. See Working with Fileson page 9-1.
Toolbar
The Toolbar contains buttons for quick access to features
used most often.
Scan a card.
Delete selected card(s).
Transfer card informatio n
to another application.
Copy card to Clipboard.
Enter new card by typing.
Dial phone number on card.
Send email to address on
selected card.
Display online help.
CardScan User’s Guide 1-7
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Chapter 1 About CardScan
Alphabet Bar
Use the Alphabet Bar, to find all contacts starting with the
same letter.
Click to display
all contacts.
Notice that some letters on the Alphabet Bar appear in
boldface. This indicates that the file contains contacts whose
last names start with that letter. When you click a boldface
letter on the Alphabet Bar, CardScan lists only the contacts
whose last names start with that letter, as illustrated in Status Line, next section.
If you sort List view by company or city, the Alphabet Bar
identifies contacts based on that field. You can also customize
List view to sort by other fields, and then use the Alphabet Bar
to find contacts starting with the same letter. See Customizing List View on page 9-3.
Status Line
Displaying
List view
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The Status line comments on the current view. For example:
Signed out of
CardScan.Net
2 of 14 contacts displayed
Description of list displayed
Graphical User Interface
Big Picture
While viewing contacts in any view, you can simultaneously
display a card’s image in a window called “Big Picture.” To do
so, choose View→Big Picture.
The Big Picture helps you to:
• Edit contacts more easily.
• Peruse specific contacts in List view, as illustrated next.
With the Big Picture displayed, click any contact in the list
to view its image.
The Options and Image menus in the Big Picture allow you
to:
• Change image size.
• Zoom in and out.
• Move and dock the Big Picture anywhere on the screen.
• Display the back of a card if included.
CardScan User’s Guide 1-9
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Chapter 1 About CardScan
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Chapter 2 Installing, Starting
and Setting Up CardScan
IMPORTANT: You must install the CardScan software
before connecting your scanner.
For instructions on connecting, setting up and calibrating your
CardScan scanner, see the Scanner Setup Card. For
instructions on connecting a TWAIN-compliant scanner, see
your scanner’s documentation.
System Requirements
• Windows 98 or later
• Pentium processor or higher
• 32 MB of RAM
• 35 MB free hard disk space for a minimum installation
and 50 MB for a full installation
• CD-ROM drive
• Modem for autodialing
• Windows-compatible network for multiple users
• Mouse recommended
• USB port for scanner connection
System Requirements
Before Installing CardScan Software
NOTE: If running Windows 2000, log on as Administrator or
to an account with Administrator privileges.
• Locate your software serial number in the
CD-ROM package.
• To use CardScan with Palm
and Pocket PC devices, install the desktop software for
these devices before installing CardScan.
®
, Psion®, or Windows CE®
CardScan User’s Guide 2-1
1
Chapter 2 Installing, Starting and Setting Up CardScan
For example, if you install Palm Desktop on your computer
before installing CardScan, CardScan’s Installation Wizard
shows the Conduit for Palm enabled in the Synchronization Options screen, as shown below:
Installing CardScan Software
To install CardScan for the first time or over an earlier version:
1.Insert the CardScan CD-ROM. The Autorun screen
appears.
2.Click Install CardScan. The CardScan InstallShield
Wizard appears.
3.Follow the InstallShield Wizard’s prompts.
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Starting and Setting Up CardScan
Starting and Setting Up CardScan
If you do not launch CardScan as part of the installation:
1.Choose Start→Programs→CardScan. The CardScan
program group is displayed:
2.Choose CardScan. The Scanner Setup wizard appears:
3.Follow the wizard’s prompts to set up your CardScan
scanner or a TWAIN-compliant scanner.
TIP: You can run the Scanner Setup Wizard any time.
Choose Tools→Scanner Setup Wizard.
For information about setting up a CardScan scanner, see the
Scanner Setup Card included with your scanner.
For information about setting up TWAIN-compliant scanners,
see Using TWAIN-Compliant Scanners on page 4-3.
CardScan User’s Guide 2-3
1
Chapter 2 Installing, Starting and Setting Up CardScan
Converting Files Created
with Earlier Versions
If you install CardScan 6.0 over an earlier version, CardScan
prompts you to convert your old files the first time you open
them.
CAUTION
Once converted, a file cannot be opened by an earlier
version of CardScan. Therefore, prevent problems by
following the instructions below.
A. When prompted to convert your file, check the box
S
AVEACOPYOFTHEORIGINALFILE. This saves a backup
copy in the Backup directory under CardScan.
B. Before deleting backup copies, make sure:
• Your converted file works correctly.
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• You do not plan to use the previous version.
• You are using a full (not trial) version of CardScan.
• You have saved a recent backup of your file(s) on a
diskette, or CD-ROM, or Zip disk, or the like.
Chapter 3 Quick Start
If you are new to CardScan, this chapter will help you start
using CardScan’s basic functions. Once familiar with the
basics, please refer to the other chapters to learn more about
the features introduced here and to explore CardScan’s
advanced features.
In this chapter you will learn to:
• Save your first file
• Scan and process a card
• Verify and edit a card
• Add Notes
• Categorize a contact
• Work with multiple cards
•Find cards
• Work with multiple files
• Print a card
Before you beginPlease:
• Read About CardScan on page 1-1, especially
descriptions of CardScan’s graphical user interface.
• Install CardScan.
• Set up your scanner.
• If your scanner is not manufactured by Corex, make sure
you have your scanner’s documentation.
• Choose about 20 business cards for practicing. Choose
cards that include phone and fax numbers, email
addresses, and Web sites.
CardScan User’s Guide 3-1
Chapter 3 Quick Start
Getting helpIf you have a question, try CardScan’s
online help.
If you have a question about CardScan’s
graphical user interface, place the cursor
over a feature to see its description
displayed.
Save Your First File
When you start CardScan for the first time, it creates an empty
file and displays it in List view. The view is blank because the
file is empty. However, CardScan indicates that a new file is
open by displaying a tab with the filename Untitled-1 at the
bottom of List view.
T o o l b a r ( s e e p a g e 1 - 7 )
Click this icon for help.
File name
List view displayed
Click to switch to Edit view.
Click to switch to Summary view.
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No cards in this file
Scan and Process a Card
Before entering any contacts into this file, save it with a
descriptive name. CardScan accepts long file names, so use
any name you like:
1.Choose File→Save As. The Save As window appears,
indicating the default directory for the file. You can keep
all your CardScan files in this directory or choose a
different one.
2.Type the filename. For this tutorial, name it First File.
3.Click Save. The name First File replaces Untitled-1 on
the filename tab.
.cdb extensionCardScan files use the extension .cdb. Therefore, all your
contact files will have this extension.
TIP: You can rename the file later, using the File→Rename
command.
Scan and Process a Card
Having saved your file, you can safely scan cards into it.
In this section you will:
• Review your scanner’s setup
• Scan and process a card
If you have a CardScan scanner, your scanning instructions
are in Using CardScan 600c Scanner on page 4-1. If you
have a TWAIN-compliant scanner, see Using TWAIN-Compliant Scanners on page 4-3 for guidelines.
The following section explains how to review your scanner’s
setup. It addresses both CardScan scanners and
TWAIN-compliant scanners.
CardScan User’s Guide 3-3
Chapter 3 Quick Start
Review your scanner’s setup
Your scanner may be able to scan cards automatically—one
after the other. All CardScan scanners do this by default.
Otherwise, you need to scan your cards one at a time—using
the button on the Toolbar or the Card→Scan command.
To check if your scanner can scan cards automatically:
1.Choose Edit→Preferences. The Preferences dialog
appears.
3-4Corex Technologies
2.Select Scan to display your scanning options.
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