CardScan 600cx, 600c Getting Started

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CardScan Getting Started

Chapter

To transform business cards into an address book, follow these steps:

Check Requirements

• Windows 98 or later

• Pentium or later

•64 MB RAM

• 50 MB hard disk space

• CD-ROM drive

• USB Port

Set up Scanner

Start CardScan and follow

•

the Scanner Setup Wizard. Use Calibration Card to calibrate scanner; follow instructions on Calibration Card.

Install Software

• On Windows NT, 2000 or XP: log in as Administrator.

• Insert CD-ROM.

• Click Install and follow onscreen installation instructions.

Scan Cards

• Insert cards into scanner, printed side up.

• Click Process when scanning is complete.

Connect Scanner

• Connect USB cable to computer and scanner USB ports. (If previously connected, remove and re-insert USB cable.)

Save Contacts

• Choose File→Save As, and save the file.

• When the dialog above appears, click OK.

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Copyright © 2003 Corex Technologies Corp. All rights reserved worldwide. This guide is protected by federal copyright law. No part of this guide may be reproduced or distributed, transcribed, stored in a retrieval system, translated into any spoken or computer language or transmitted in any form or by any means whatsoever without the prior written consent of:

Corex Technologies Corporation 810 Memorial Drive Cambridge, MA 02139 Tel: (617) 492-4200 Fax (617) 492-6659

Trademarks: CardScan and CardScan.Net are registered trademarks 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.

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Chapter 1 Welcome to CardScan!

CardScan Features ..................................................................... 1-1

Perform Basic Tasks ................................................................... 1-1

Manage Your Contacts as Suits You Best ....................................... 1-2

Safeguard and Access Your Contacts Remotely ............................... 1-2

Keep your contacts up-to-date ...................................................... 1-3

About This Guide and Other User Resources ........................................ 1-3

Other Sources of Information and Support ...................................... 1-4

Chapter 2 Installing CardScan

Before You Begin ....................................................................... 2-1

Installing and Setting Up CardScan ................................................... 2-2

Installing the Software ................................................................. 2-2

Connecting the Scanner .............................................................. 2-3

Setting Up CardScan for Your Scanner ........................................... 2-3

If a Previous Version is Installed ....................................................... 2-4

Uninstalling CardScan ................................................................ 2-4

Converting Files Created with Earlier Versions ................................. 2-4

Table of Contents

Chapter 3 Creating Your Address Book

Scanning Business Cards .............................................................. 3-1

Importing Contacts

from Contact Managers and PIMs

Creating Files and Contacts Manually ................................................. 3-7

Creating Contacts by Dragging and Dropping

Text from Emails and Electronic Documents

Saving Your Contacts................................................................... 3-8

..................................................... 3-4

.......................................... 3-7

Chapter 4 Verifying, Editing and Organizing

Your Contacts

Why and When to Verify Contacts ..................................................... 4-1

Features That Make Verifying Simple ................................................. 4-1

Using Edit View ......................................................................... 4-1

Editing Text ............................................................................... 4-3

Checking Details of Names and Addresses ..................................... 4-3

CardScan Getting Started i

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Table of Contents

Adding Information to Contacts

Adding Phone Numbers .............................................................. 4-4

Adding Email and Web Addresses ................................................. 4-5

Features to Organize Contacts Quickly ............................................... 4-6

Using Categories ....................................................................... 4-6

Adding Notes ............................................................................ 4-7

Assigning Categories and Notes to a Batch ..................................... 4-8

Deleting Contacts....................................................................... 4-8

........................................................ 4-4

Chapter 5 Managing Your CardScan Contacts

Manipulating Multiple Contacts in a File ............................................... 5-1

Reviewing the Status of Your Contacts ........................................... 5-1

Sorting Contacts ........................................................................ 5-2

Finding Contacts........................................................................ 5-2

Finding Contacts with QuickSearch ............................................... 5-2

Methods to Find Groups of Contacts .............................................. 5-3

Managing Duplicate Contacts.......................................................... 5-4

Finding Duplicate Contacts............................................................. 5-4

Safeguarding Your Contacts Against Loss ............................................ 5-5

Backing Up Your Contacts ........................................................... 5-5

Chapter 6 Maximizing Your Contact Potential

with CardScan.Net

Getting Started with CardScan.Net .................................................... 6-1

About CardScan.Net Synchronization ................................................. 6-3

Conflict Resolution...................................................................... 6-3

Manual Synchronization................................................................ 6-4

Synchronizing One File ............................................................... 6-4

Synchronizing All Files ................................................................ 6-4

Automatic Synchronization ............................................................. 6-5

About AccuCard Service Updates ..................................................... 6-6

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Table of Contents

Chapter 7 Exchanging Data with Other Applications

Data Exchange Wizard ................................................................. 7-1

CardScan Synchronization ............................................................. 7-2

Synchronizing Manually .............................................................. 7-4

Synchronizing Automatically ......................................................... 7-4

Chapter 8 Synchronizing with Palm OS™ Devices

First-Time Setup and Synchronization................................................. 8-1

Chapter 9 Synchronizing with Pocket PC® Devices

Setting up ActiveSync .................................................................. 9-1

Synchronizing Selected Files .......................................................... 9-3

Removing Corex CardScan ActiveSync Module ...................................... 9-3

Chapter 10 Communicating with Your Contacts

Reaching Your Contacts From Summary View ...................................... 10-1

Using Signature Card ................................................................. 10-2

Enabling Signature Card ............................................................10-2

Disabling Signature Card ............................................................10-2

Chapter 11 Printing

Selecting contacts to print ...........................................................11-1

Starting the Print Wizard .............................................................11-2

Chapter 12 Troubleshooting and Support

Troubleshooting Tips .................................................................. 12-1

General ...................................................................................12-1

Cards that are difficult to read ......................................................12-2

Error messages ........................................................................12-3

Technical Support ..................................................................... 12-3

CardScan Getting Started iii

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Table of Contents

Appendix A: CardScan Scanner Warranty

Appendix B: Compliance with FCC and EC

FCC Statement ......................................................................... B-1

EC Declaration of Conformity .......................................................... B-1

Index

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Chapter 1 Welcome to CardScan!

CardScan is an electronic address book that scans and stores business-card information. After scanning a business cards, using a Corex or 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:

• Create a CardScan address book, and manage your contact information using CardScan. For an extensive introduction, see “Creating Your Address Book” on page 3-1.

• Use the Data Exchange Wizard to help you get your contacts from CardScan into your favorite contact manager, personal information manager (PIM), or personal data assistant (PDA). For an extensive

introduction, see “Exchanging Data with Other Applications” on page 7-1.

• Save copies of your CardScan files to a secure, private account on CardScan.Net—and have a guaranteed backup as well as access to your contacts from anywhere, using your password and a web browser. For an

extensive introduction, see “Maximizing Your Contact Potential with CardScan.Net” on page 6-1.

The following is a summary of CardScan features.

CardScan Features

CardScan features are designed to suit the needs of both the novice and experienced users. These features allow you to:

• Perform basic tasks.

• Manage your contacts as suits you best.

• Safeguard and access your contacts from anywhere.

• Keep your contacts up to date.

Perform Basic Tasks

• Create an address book by scanning business cards into CardScan and saving the file.

• Verify and edit contacts.

• Add notes and assign categories to individual contacts or a group of contacts.

• Scan the back of a card to include its image in the existing contact.

• Drag and drop contacts from one CardScan file to another or from CardScan to another application—and vice versa.

• Find contacts with Categories and QuickSearch.

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Chapter 1 Welcome to CardScan!

• Email, dial contacts’ phone numbers, and visit their Web sites directly from CardScan.

• Display a MapQuest-generated map of a contact’s address.

• Include your SignatureCard in your Microsoft Outlook email.

• Add new contacts by scanning, or typing, or dragging and dropping text from emails and electronic documents, or by dragging and dropping vCards.

Manage Your Contacts as Suits You Best

CardScan enables you to quickly get contacts into other applications, such as your favorite contact manager, personal information manager (PIM), or personal data assistant (PDA). The data-exchange features of CardScan include:

• The CardScan Data Exchange Wizard to help you pick the method that suits you best

• CardScan Synchronization to exchange contact information between CardScan and your favorite, supported contact manager or PIM, and keep consistent address books

• The Export Wizard to export contact information to a text file

• Transfer from CardScan to contact managers and PIMs, including Palm OS Desktop

• 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.

• Access your contacts from anywhere, with a web browser and your password.

• Make changes to the file on your PC or on CardScan.Net, and CardScan will keep it synchronized, so the copies on your PC and in your CardScan.Net Account are identical.

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About This Guide and Other User Resources

Keep your contacts up-to-date

If your file is CardScan.Net-enabled—in other words, has a copy on CardScan.Net—you can keep your contacts up-to-date using the AccuCard Service. The AccuCard Service automatically notifies you of any updates available for your contacts. The symbols indicating the status of your contacts appear in your desktop CardScan file. When it is convenient, you can review, accept, or reject the changes automatically, with a few mouse clicks.

About This Guide and Other User Resources

This User’s Guide is intended to introduce CardScan’s features and to help you locate:

• Features you might use the most and

• Detailed descriptions of each feature in the Online Help

Each section in this Guide includes keywords for you to use when searching the Help Index for more information. To use keywords:

1. Look for the symbol

2. Choose Help→Search for Help on, and type one keyword at a time, or

scroll down the list in the Index and click the keyword.

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

• Press the F1 key on your keyboard.

• Click the button on CardScan’s Toolbar (see page 1-4).

• Choose Help→Contents in CardScan window.

The following are conventions used in this Guide:

“Attention! Read carefully.”

“Here is a TIP for you!”

“To find more information, choose Help→Search for Help on, and use the following keywords.”

“NOTE:”

CardScan Getting Started 1-3

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Chapter 1 Welcome to CardScan!

Other Sources of Information and Support

There are several other sources of CardScan information and support, all accessible from the CardScan Help menu.

Choose Help→View ReadMe to view important information unavailable at the time the printed documentation was published.

Choose Help→View User’s Guide to view a printable version of this Guide, in the PDF format.

Choose Help→Technical Support to contact our Technical Support. For more directions to Corex Technical Support, see the cover of this book.

Balloon Help

Point at any feature in the CardScan window, and a balloon-help topic appears, describing the usage of the feature. 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

• Technical Support Knowledge Base, at www.cardscan.com/support/

• The PDF document “Using CardScan with Other Scanners”, containing detailed guidelines for users of TWAIN-compliant scanners

• Product and compatibility information

• Software and other updates

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for:

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Chapter 2 Installing CardScan

To begin using CardScan quickly, you should follow the installation and setup sequences presented in this chapter. This chapter includes:

• Before you begin

• Installation and setup

• If upgrading from a previous version

Before You Begin

Before you begin to install the CardScan software, do the following:

1. Make sure you have the following:

• 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

• Modem for autodialing (optional)

• Windows-compatible network for multiple users

• Mouse, or other pointing device, recommended

Before You Begin

2. If running Windows 2000, Windows NT, Windows XP, or later, log on as Administrator or to an account with Administrator privileges.

3. Locate your software serial number in the CD-ROM package.

4. To use CardScan with Palm software for these devices before installing CardScan.

Keywords: “Palm”, “Pocket PC”

5. If upgrading from a previous version, see “If a Previous Version is Installed” on page 2-4.

or Pocket PC devices, install the desktop

CardScan Getting Started 2-1

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Chapter 2 Installing CardScan

Installing and Setting Up CardScan

To install and set up CardScan, you must follow these steps:

1. Install the software.

2. Connect the scanner.

3. Set up CardScan to work with your scanner.

Installing the Software

To install the software:

1. Insert the CardScan CD-ROM. The Autorun screen appears.

2. Click Install CardScan. The CardScan InstallShield Wizard appears.

3. 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.

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Installing and Setting Up CardScan

Connecting the Scanner

The following procedure is for CardScan 600 scanners. For any other

scanners, see the scanner documentation. To connect a 600 scanner:

• With the included cable, connect the scanner’s USB port to the USB port on your PC.

• If your scanner includes an AC adapter, connect the AC adapter to the scanner and plug the adapter into a power outlet.

The scanner’s light comes on red, then changes to solid green. If the

light is not solid green, see “Troubleshooting Tips” on page 12-1.

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 business card.

To start the Scanner Setup Wizard any time, choose

Tools→Scanner Setup Wizard.

1. On the Scanner Setup Wizard, choose the option Yes, my scanner is connected and click Next.

2. On the Select Scanner Type screen, select your scanner, and follow the Wizard to detect, calibrate, and test your scanner.

For guidelines on using TWAIN-compliant scanners with CardScan, search the Online Help on “TWAIN”. Also, visit www.cardscan.com obtain a PDF document “Using CardScan with Other Scanners”.

CardScan Getting Started 2-3

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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:

1. Disconnect the scanner.

2. Uninstall the existing Cardscan software.

3. Install the new CardScan software (see page 2-2).

4. Reconnect the scanner (see page 2-3).

5. Set up CardScan to work with your scanner (page 2-3).

Uninstalling CardScan

The following procedure removes CardScan software from your hard

drive. It does not remove your contact files.

1. If running Windows 2000, Windows NT, Windows XP, or later, log on with administrator privileges.

2. Choose Start→Settings→Control Panel. The Windows Control Panel dialog appears.

3. Double-click Add/Remove Programs, select CardScan from the list of programs, and click Remove. The InstallShield Wizard appears.

4. Follow the InstallShield Wizard to uninstall the CardScan software.

If you have been using a Palm device, you should exit and restart

HotSync Manager after uninstalling CardScan.

Converting Files Created with Earlier Versions

When you try to open an old CardScan file, you are prompted to convert it.

Once converted, a file cannot be opened by an earlier version of CardScan. Therefore:

• CardScan saves a backup copy in the CardScan directory.

• If you choose to delete the backup files, make sure you are using a full (not trial) version of CardScan.

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Scanning Business Cards

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). If you keep your contacts in several files, CardScan’s ability consistently to organize files allows you to use any number of files simply as specific sections of the same address book.

Use informative names for your CardScan files, to simplify the use of

your CardScan address book and make it more efficient.

There are several ways to create and expand your address book. These include:

• Scanning business cards (in this chapter)

• Importing files from other applications (in this chapter)

• Creating new files and contacts manually (in this chapter)

• Dragging and dropping text from emails and electronic documents (in this chapter)

• Dragging and dropping vCards into CardScan ( Keywords: “drag”)

• Saving a file

Scanning Business Cards

Scanning is the quickest way to create a file in your address book.

The following describes how to scan business cards with

CardScan 600 scanners, using the default settings (color scanning and automatic detection of cards). If you are using a different scanner, see your scanner documentation. Also, you can change the scan preferences.

Keywords: “scanning”, “preferences”

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Chapter 3 Creating Your Address Book

To begin scanning business cards:

1. On the desktop, choose Start→Programs→CardScan to open

CardScan.

2. Insert a card in the scanner, with the front side facing up. The card is pulled through, and the Scanning Options dialog appears.

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When you open CardScan for the first time, it creates a file

named “Untitled-1”. Therefore, when you scan and process the contact information, it is collected in “Untitled-1”, until you save the file with an informative name.

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Scanning Business Cards

This dialog allows you to:

• Process the saved image(s) to transform them into contacts.

•Use Batch Options to assign the same notes and categories to all

cards scanned continually. When processed, all the contacts in the batch contain identical notes and belong in the same category.

Keyword: “Batch.”

• Click Close to save the scanned images without transforming them

into contacts.

3. 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. A brief description of the feature appears in the balloon help.

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Chapter 3 Creating Your Address Book

4. Click on the Alphabet Bar to display all contacts in the List view.

AccuCard Service Updates

Unverified contact

All new contacts are marked with ?, which indicates that they have not been verified (see “Why and When to Verify Contacts” on page 4-1). The red flag next to the question mark is the AccuCard Service Updates indicator. For more information on the AccuCard Service, see “About AccuCard Service Updates” on page 6-6.

Importing Contacts

from 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:

1. Open the file in the source application.

2. Follow the instructions provided with the application to save or export the information to your hard disk as a text file delimited by tabs or commas.

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Importing Contacts from Contact Managers and PIMs

3. Start CardScan and choose File→Data Exchange→Import. This dialog

appears:

The Data Exchange Wizard is a 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 98 or later, the Data Exchange Wizard will guide you to the CardScan Synchronization—a new feature that is more efficient than Import. See

“Exchanging Data with Other Applications” on page 7-1.

4. If you prefer to import your contacts, choose No, I want to Import. The

Import file dialog (the standard Window’s Open dialog) appears.

5. Select the text file saved in step 2 and click Open. After a pause, the

Import dialog appears:

Click to view the dropdown list of standard and saved import templates.

Use the scroll bar to see additional columns.

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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.

Initially, all contacts are selected. To import only certain contacts, select them. Use Shift+click or Ctrl+click to select multiple contacts.

6. If the columns don't look aligned, change the DELIMIT BY option to TAB.

7. To import using a predefined template, choose it from the I

EMPLATES dropdown list and go to step 11.

To create your own import template, go to step 8.

8. For each column, use the dropdown list at the top of the column to indicate the CardScan field into which to put the information.

MPORT

9. To omit a column, choose [ignore]. To import a column that does not have

10. Click Save As Template to save the import template you created or

11. Click Import to finish importing the text file. CardScan displays the

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a corresponding CardScan field, choose Notes or Other (near the bottom of the list).

modified.

imported contacts in List View.

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Creating Files and Contacts Manually

To create a file manually:

1. Choose File→New. An Untitled file opens.

2. Save the file as described in “Saving Your Contacts” on page 3-8.

To create a contact manually:

1. Click the button on the Toolbar. A blank contact appears in Edit view.

2. Type contact information in the appropriate fields. If the file has been saved before, CardScan saves the new contact automatically. If the file has not been saved before, save it as described in “Saving Your Contacts” on page 3-8.

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.

To add a contact to a CardScan file:

1. Open a CardScan file and display it in List view.

2. Open the other application, and size the windows to see both simultaneously.

3. In the other application, highlight the text to copy.

4. Hold the mouse button down and drag the highlighted information to List view in CardScan. Release the mouse button.

The new contact appears in CardScan.

If the selected text contains blank lines, CardScan creates multiple contacts. To avoid this, remove the blank lines before dragging the text into CardScan.

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Chapter 3 Creating Your Address Book

Saving Your Contacts

Before you can close your new file, you must save it.

You must save a CardScan file only once. When you use it again,

CardScan saves your contacts automatically!

To save your file for the first time:

1. Choose File→Save As. The Windows Save As dialog appears. Note that

the extension for your CardScan files is “.cdb”.

2. Type a name for your file and click OK. This dialog appears:

The default choice in this dialog offers you the benefits of a private, secure account on CardScan.Net, which only you can access—from anywhere—with a browser and unique password. This keeps your contacts at your fingertips, with a guaranteed backup on CardScan.Net.

Click the button About CardScan.Net to open the topic in the Online Help.

3. 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.

OR Choose one of the two remaining options, and click OK to save the file only locally (that is, on your PC).

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Why and When to Verify Contacts

Chapter 4 Verifying, Editing and Organizing Your

Contacts

This chapter describes:

• Why and when to verify contacts

• Features that simplify verifying and editing

• Adding information to contacts

• Features that organize contacts quickly

• Deleting contacts

Why and When to Verify Contacts

CardScan scans and processes contact information very accurately. However, you should verify your contacts because certain inaccuracies can impair many useful functions.

You can verify contact information at your convenience. As needed, CardScan reminds you about unverified contacts; for example:

• Displays warnings when unverified contacts may cause problems.

• Marks unverified contacts in List view with question marks.

• When sorting lists by unverified contacts, moves all unverified contacts to the top of the list.

Features That Make Verifying Simple

The features for verifying contact information are:

• Edit view

• 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.

• To switch to Edit view from Summary view, click on any blank space in the contact summary or choose View

→Edit.

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Chapter 4 Verifying, Editing and Organizing Your Contacts

Pay attention to the symbols indicating hidden text and fields.

Click to check details of name and address.

Hidden field symbol

Click to see more text. in field.

View all text.

Check this box when done verifying.

The symbol indicates a hidden field.

To see the field, click . The arrow changes to , and the field opens. For

example, if you click this arrow in the A

opens.

To verify the previous or next contact, click the or button, respectively.

Click to zoom out of image.

Click to zoom in on image.

DDRESS field, the 2ND ADDRESS field

Click to hide additional field.

You can also use the PageUp and PageDown keys to move from

contact to contact in Edit view and Summary view.

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Features That Make Verifying Simple

Editing Text

1. Click on incorrect information. CardScan’s SmartZoom automatically zooms in on that part of the image to help you see the details.

2. Enter your changes.

3. If the text is correct but in the wrong field:

• Highlight the text.

• Click and hold the mouse button down until the cursor changes to .

• Drag the highlighted text to the new field, and release the mouse

button. To copy highlighted text to another field, press the Ctrl key. The cursor changes to while performing these actions.

You can also right-click on the information and choose a command from the context-sensitive menu.

Checking Details of Names and Addresses

People’s names and addresses often involve complex details. For example, some names contain titles or designations—such as Rev., Ph.D, and the like. Such details must be placed correctly, especially for export, transfer, or synchronization purposes. You can check them with the Check Details feature.

To take advantage of the Check Details feature, verify and edit contacts before checking details.

1. Choose Card→Check Details in any view or click the Name or Address

label in Edit view. The following dialog appears:

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Chapter 4 Verifying, Editing and Organizing Your Contacts

If you open this dialog using Card→Check Details, the Name tab is displayed. Otherwise, the tab corresponds to the label you clicked in Edit view.

2. Edit the details as needed. Changes are saved when you click OK, Previous, or Next. Click Cancel to cancel changes to the last edited record. Click Help if you need assistance.

3. To check more contacts, click Next or Previous.

4. Click OK to save changes and close the dialog.

Adding Information to Contacts

This section describes:

• Adding Phone Numbers, Email, and Web addresses

• 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.

You can also add, rename, and remove labels from the list.

To add a phone number:

1. Click in the phone field.

The arrow changes to , and a blank field opens.

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Keywords: “phone”, “fax”

Click to open additional field.

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Adding Information to Contacts

Click to close

Blank field

Dropdown list

additional field.

2. Type the contact information, and click the arrow on the left to open the label dropdown list.

3. 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.

Adding Email and Web Addresses

Each contact displays one email and one Web address. You can add and label up to six more email or Web addresses:

1. Click in the Email field. The arrow changes to , and a blank field opens.

2. Follow step 2 through step 3 in “Adding Information to Contacts” on

page 4-4.

You can add, rename, or delete labels. Also, you can use the same label

for more than one number. Keywords: “email”, “fax”.

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Chapter 4 Verifying, Editing and Organizing Your Contacts

Features to Organize Contacts Quickly

This section introduces:

• Using Categories

• Adding notes to contacts

• Automatically categorizing and adding notes during scanning

Using Categories

Categorize your contacts to organize and find them quickly.

• Assign one or more categories to any contact.

• Assign categories to multiple contacts all at once.

Categorizing One

Contact

To categorize a contact:

1. Display the contact in Edit or Summary view.

2. Click the C

3. Click one or more checkboxes to assign categories. For example, click the checkbox “Customer.”

ATEGORIES tab. The list of categories appears.

The category “Customer”

appears above the list

of categories.

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Features to Organize Contacts Quickly

Categorizing

Multiple Contacts

To assign the same category, or categories, to multiple contacts all at once:

1. In List view, select the contacts you want in the same category. Use

Shift+click to select adjacent contacts, Ctrl+click—nonadjacent.

2. Choose Categories→Assign or press Ctrl+R. The Assign Categories

dialog appears.

3. Click boxes for categories to assign and click OK. CardScan assigns

these categories to the selected contacts.

You can verify the results by searching on the assigned

categories. See “Methods to Find Groups of Contacts” on page 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”.

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Chapter 4 Verifying, Editing and Organizing Your Contacts

Assigning Categories and Notes to a Batch

You can organize your new contacts automatically even as you scan business cards, by assigning notes and categories to a batch. Keywords: “Batch”.

Deleting Contacts

To delete any contacts:

1. 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.

2. Choose Card→Delete or click on the Toolbar in the CardScan window (see page 1-4).

3. Click Yes to delete the selected contact(s).

Keywords: “deleting”

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Manipulating Multiple Contacts in a File

Chapter 5 Managing Your CardScan Contacts

This chapter describes:

• Manipulating multiple contacts in a file

• Finding contacts

• Finding and removing duplicates

• Safeguarding contacts

Manipulating Multiple Contacts in a File

CardScan’s List view allows you to:

• View All contacts or groups of contacts in a file.

• Review the status of contacts in a file.

• Sort contacts by various criteria.

• 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. Moreover, this is an example of a file that is CardScan.Net-enabled, and uses the AccuCard Service to tell you which contacts are current, require updating, or do not have a valid email address. For more information, see “Maximizing Your Contact Potential with CardScan.Net” on page 6-1.

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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.

Finding Contacts

CardScan helps you find contacts quickly. This section introduces:

• Finding Contacts with QuickSearch

• Simple methods to Find Groups of Contacts

Keywords: “Finding”, “QuickSearch”

Finding Contacts with QuickSearch

QuickSearch has two components in CardScan’s user interface:

QuickSearch Box

• The QuickSearch box allows you to find contacts by typing any text included in the contact. If contacts are displayed in List view, you can start typing anywhere; the search text will appear in the QuickSearch box.

Search text is saved in the QuickSearch dropdown list. To use it again, select it from the list.

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Fields Dropdown List

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Finding Contacts

• The Fields dropdown list allows you to select a specific field to search for the text:

• You can search by any CardScan field, including Name Prefix and Name Suffix fields (such as the title or designation; for example, Sgt., Ph.D., and so forth).

• Selecting the Phone Numbers field searches all phone fields. This makes searching easier, because you don’t have to remember whether the number is stored as “Pager” or “Beeper”.

• Selecting Email Addresses searches all email and Web addresses.

CardScan searches all open files. File tabs appear in bold face if contacts are found in the file by a search.

CardScan locates contacts that include the search text and displays them in List view. It narrows the list as you type.

You can also use various methods to search on multiple words.

Keyword: “QuickSearch”.

Methods to Find Groups of Contacts

There are several 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).

• To find duplicate contacts, choose Card→Find Duplicates. For more information, see “Managing Duplicate Contacts” on page 5-4.

• To find unverified contacts, click the ? heading in List view. Unverified contacts are listed at the top, sorted by date.

• To find contacts in the same category, choose Categories→Find, and specify the category.

Keywords: “Finding” or “Searching”.

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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:

• Scan more than one card for the same contact.

• Import contacts already in the file.

• Scan a contact’s card and enter the contact manually.

Finding Duplicate Contacts

Duplicates are contacts with the same first and last name or, in the absence of first and last names, with the same company name. If all the information in duplicate contacts is identical, they are called “exact duplicates”.

You can find, compare, and delete duplicate contacts, as follows:

1. Open the file to search for duplicates.

2. Choose Card→Find Duplicates.

If there are no duplicate contacts, the message “No duplicate cards were found” appears. Click OK.

If there are duplicate contacts, the following dialog appears:

3. Compare pairs of duplicate contacts and decide which one to delete.

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Keywords: “duplicate”.

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Safeguarding Your Contacts Against Loss

You CardScan address book contains very important data. To safeguard it against loss, you must back up contacts regularly. With CardScan, you can protect a file by:

• Saving the file to a private, secure account on CardScan.Net, which only you can access—with your unique password

• 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.

Keywords: “backup”.

Backing Up Your Contacts

Periodically, when closing a file, you will receive a message like this one:

It is strongly recommended that you accept this prompt and back up your file:

1. Click OK. This dialog appears:

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Chapter 5 Managing Your CardScan Contacts

2. Accept the default location for the file (C:\...\My Documents\...) or browse

for a different one, and click Next. This dialog appears:

3. Use the Backup Wizard to safeguard your contacts the way you like.

Keywords: “backup”

You can always start the Backup Wizard by choosing File→Maintenance→Backup.

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Getting Started with CardScan.Net

Chapter 6 Maximizing Your Contact Potential

with CardScan.Net

CardScan.Net is a powerful feature of CardScan enabling you to use your PCs internet connection to enjoy:

Keywords:

“backup” “CardScan.Net” “AccuCard” “privacy” “security”

• Backup—Provides a secure backup for you valuable contact information. In the event of a hard-disk crash, or other catastrophic events, you can quickly recover your CardScan data from CardScan.Net.

• Remote Access from Anywhere—If you are traveling, you can quickly and securely access your contact database using a web browser and 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. No matter where you make changes, Cardscan.Net keeps both copies up to date with each other. Changes made in one place are automatically reflected in the other copy.

• AccuCard Service—Your contacts are one of your most valuable assets, but their information is always changing. They change titles, email addresses, jobs, and their companies move. The AccuCard Service helps you keep track of these changes painlessly.

Security for these features is provided by both password and the same industry-standard technology that many financial institutions use for such services as online banking and the like.

Getting Started with CardScan.Net

When you save a CardScan file, this dialog appears:

To take advantage of CardScan.Net immediately, follow the steps in this section.

To create a CardScan.Net account at a different time, start CardScan

and choose CardScan.Net

→

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Chapter 6 Maximizing Your Contact Potential with CardScan.Net

1. Click OK. This dialog appears:

2. Click Sign Up. This dialog appears:

3. Enter the required information, make sure to read the Terms of Service

CardScan.Net Indicator

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and Privacy Statement before you check the Agreement box, then click Sign Up.

CardScan creates your account on CardScan.Net and signs you in to the account. On the desktop, the CardScan.Net Indicator is illuminated.

Keywords: “CardScan.Net”, “AccuCard”, “backup”, “privacy”, “security”.

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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.

The default settings for CardScan Synchronization are intended to help prevent inaccuracies and loss of data in the event some conflicting changes have been made to any contact in the local and CardScan.Net copies of the file.

This section introduces the basic concepts of:

• Conflict Resolution

• Manual Synchronization

• Automatic Synchronization

This Guide and the Online Help use the term “CardScan.Net-enabled

file”. The term means: “CardScan file that has copies on CardScan.Net and on the local PC”.

Conflict Resolution

When a CardScan.Net-enabled file is synchronized, conflicts may occur, for example, if:

• A contact was edited in one copy and deleted in the other.

• Different changes were made to the same contact in the local and CardScan.Net copy of the file.

If a conflict occurs during manual synchronization, the appropriate Conflict Detected dialog appears; for example:

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Chapter 6 Maximizing Your Contact Potential with CardScan.Net

The Conflict Detected dialog specifies the type of conflict, and asks you to choose a resolution.To apply the chosen resolution to all conflicts of this type during the current synchronization, choose the option at the bottom of the dialog.

When a conflict involves a deleted contact, the option for creating

duplicates is unavailable. Therefore, if deleting a contact was erroneous, choose the resolution that restores the contact.

If you use Automatic synchronization, it will always apply the resolution specified in the settings (see page 6-5).

Manual Synchronization

Manual synchronization includes two options:

• Synchronize one file.

• Synchronize all files in the CardScan.Net account.

Synchronizing One File

To synchronize one file:

1. Open the file. (If more than one file is open, click on the file to synchronize.)

2. Choose CardScan.Net→Synchronize “filename”.

Synchronizing All Files

If you use manual (rather than automatic) synchronization, you can synchronize all CardScan.Net-enabled files. To synchronize all files:

1. Open CardScan.

2. Choose CardScan.Net→Synchronize All Files.

NOTE: You don’t have to open all your files to synchronize them

simultaneously.

If during synchronization a conflict occurs, resolve it as described in

Resolution

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Conflict

on page 6-3.

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Automatic Synchronization

Automatic synchronization synchronizes changes to either copy of a CardScan.Net-enabled file whenever CardScan is running and your PC is connected to the 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.

You can always disable or enable Automatic Synchronization, as follows:

1. Sign in to your account.

2. Choose CardScan.Net→Settings. This dialog appears:

Automatic Synchronization

3. Click the respective checkbox to disable or enable automatic synchronization.

4. If Automatic Synchronization is enabled, you can choose a different conflict-resolution option.

5. Click OK.

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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.

• Takes you directly to CardScan.Net to review the updates.

The contact has an

AccuCard, and the

information is up to date.

The contact has an AccuCard, and an

update is available

The contact’s email address is not valid.

Blank

Keywords: “AccuCard”, “AccuCard Service”

6-6 Corex Technologies

The contact has

no AccuCard.

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Chapter 7 Exchanging Data with Other

Applications

A major benefit of CardScan is the ability to create an accurate and wellorganized address book quickly and then pass new contact information on to your favorite contact manager, PIM, or PDA. The changes to your contacts at either end are “synchronized”, so that the contact data is consistent in both CardScan and the other application.

This chapter introduces two major data-exchange features:

• The Data Exchange Wizard

• CardScan Synchronization

Data Exchange Wizard

Whenever you need to get contacts from CardScan into another

application or from another application into CardScan, the Data Exchange Wizard will help you pick the most efficient method to accomplish your goal.

1. Choose File→Data Exchange Wizard, and this screen appears:

Data Exchange Wizard

2. 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.

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Chapter 7 Exchanging Data with Other Applications

These methods are:

• CardScan Synchronization (see the following section)

• CardScan Conduit for synchronizing with Palm OS handhelds (see “Synchronizing with Palm OS™ Devices” on page 8-1)

• ActiveSync for synchronizing with Pocket PC devices (see “Synchronizing with Pocket PC® Devices” on page 9-1)

• Transfer from CardScan ( Keywords: “transfer”)

• Export from CardScan ( Keywords: “export”)

• Import (see “Importing Contacts from Contact Managers and PIMs” on page 3-4)

• CardScan.Net Synchronization (see “About CardScan.Net Synchronization” on page 6-3)

CardScan Synchronization

Use CardScan Synchronization to maintain consistent contact data in CardScan and supported contact managers and Personal Information 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.

Currently, CardScan Synchronization supports:

• ACT! 4.0 or later

• GoldMine 5.0 or later

• Lotus Notes 4.6 or later

• Microsoft Outlook 98 or later

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If you previously used Intellisync™ for CardScan to synchronize CardScan files with these applications, use CardScan Synchronization instead. Choose the same application and CardScan file that you used with Intellisync™ for CardScan.

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CardScan Synchronization

You must configure the CardScan Synchronization to synchronize contacts with a specific application.

• 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.

• Use the same CardScan file for all subsequent synchronizations with the same application.

To configure the CardScan Synchronization:

1. Choose File→CardScan Synchronization. The Data Exchange Wizard

appears.

2. Select the option for CardScan Synchronization, and click OK. The

CardScan Synchronization dialog appears:

3. Click Configure, and refer to the Online Help for instructions specific to

each supported contact manager or PIM.

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Chapter 7 Exchanging Data with Other Applications

Synchronizing Manually

To synchronize CardScan with the selected contact manager or PIM:

1. In CardScan, select File→Data Exchange→CardScan Synchronization. The CardScan Synchronization dialog appears.

If the Data Exchange Wizard appears, choose the option for

Cardscan Synchronization.

2. Review the information in the STATUS box. If CardScan Synchronization has not been configured or the current configuration doesn't meet your needs, configure synchronization as appropriate. For instructions, refer to the Online Help.

3. Click Synchronize. The progress dialog appears. What happens next depends on the data being synchronized.

Keywords: “CardScan Synchronization”, “Data Exchange”

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.

Keywords: “AutoSync”

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First-Time Setup and Synchronization

Chapter 8 Synchronizing with Palm OS™ Devices

The Conduit for Palm (also referred to as “the Conduit”) enables you to synchronize a CardScan file with the contacts on Palm handheld devices, to make the contact data consistent. If you change information on the handheld, your 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. As a result, synchronization occurs between the handheld and CardScan—rather than between the handheld and the Palm Desktop.

Some applications may not support switching between conduits. Make sure to consult their documentation.

You can synchronize:

• A Palm handheld Address Book and a CardScan file on one computer (described in this chapter)

• Multiple handhelds and a CardScan file ( Keywords: “conduit”, “Palm”)

• A Palm handheld with CardScan and another application ( Keywords: “conduit”, “Palm”)

Only one application at a time can synchronize with your Palm handheld.

First-Time Setup and Synchronization

This section describes setting up the conduit and synchronizing for the first time. Keywords: “conduit”, “Palm”.

The CardScan Conduit is enabled automatically during the installation of the CardScan software. Therefore, make sure that the Palm Desktop Version 3, or later, has been installed on your PC—prior to installing CardScan.

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Chapter 8 Synchronizing with Palm OS™ Devices

To set up the Conduit for Palm, follow these steps:

1. If you don’t have a CardScan file to synchronize, create one and save it.

Always synchronize with the same CardScan file. This prevents CardScan from adding, deleting, or modifying cards unintentionally.

2. Choose File→Data Exchange→Conduit for Palm from the CardScan

window. If the Data Exchange Wizard appears, choose the option for

Conduit for Palm. The following dialog appears:

3. Choose E

The path to the CardScan file is activated.

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NABLE CARDSCAN CONDUIT.

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First-Time Setup and Synchronization

4. 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.

5. Click the P

ASSWORD tab.

If your CardScan file is password-protected, you may enter the password here so you are not prompted for it during synchronization.

6. Click the SYNCHRONIZATION tab.

7. Choose the synchronization method.

8. (Optional) Choose the C

9. Click OK to save the settings and close the dialog.

ATEGORIES option to synchronize categories.

(Optional) Click the C

USTOM FIELDS tab if your CardScan file uses phone

and email labels different from those on the handheld.

Keywords: “conduit”

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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

error messages”

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Setting up ActiveSync

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.

To synchronize with CardScan, your Pocket PC®must be running

Microsoft Windows CE 3.0 or later.

If Windows CE Services 3.0 or later has been installed on your computer, the ActiveSync module is installed automatically with CardScan.

Keywords: “ActiveSync”, “Pocket PC”

You must have an existing CardScan file to set up synchronization.

Setting up ActiveSync

To set up ActiveSync:

1. On your desktop, click the Microsoft ActiveSync icon or choose

→Programs→Microsoft ActiveSync. The Microsoft ActiveSync

Start

Window opens:

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Setting up ActiveSync

2. Choose Tools→Options. This dialog appears:

Disable any other services that synchronize contacts on the device.

Enable CardScan service.

3. Enable CardScan service, and disable any other services that synchronize the contacts on the device.

You can synchronize contact information with only one service at

a time.

4. On the Sync Mode tab, select when you want synchronization to occur.

5. On the Rules tab, specify the conflict-resolution and file-conversion rules.

6. Click Settings. The CardScan ActiveSync Options dialog appears.

7. Browse for the CardScan file with which to synchronize.

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Synchronizing Selected Files

Always synchronize with the same CardScan file.

This prevents CardScan from adding, deleting, or modifying any contacts unintentionally.

8. 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.

9. Click OK to close the CardScan ActiveSync Options dialog.

Synchronizing Selected Files

To synchronize

1. On the Microsoft ActiveSync Window, click the Sync button to synchronize files.

2. Click OK to complete synchronization.

Removing Corex CardScan ActiveSync Module

To remove the Corex CardScan ActiveSync Module from a palm-size PC or a pocket PC, follow these steps.

Palm-size

1. Choose Start→Settings→Remove Programs

2. Choose “Corex CardScan ActiveSync Module”, then click Remove.

Pocket PC 1. Choose Start →Settings.

2. Click the System tab.

3. Click the Remove Program icon.

4. Select “Corex CardScan ActiveSync Module”, then click Remove.

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Removing Corex CardScan ActiveSync Module

THIS PAGE IS INTENTIONALLY LEFT BLANK.

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Reaching Your Contacts From Summary View

Chapter 10 Communicating with Your Contacts

This chapter introduces:

• Reaching your contacts from summary view

• Using Signature Card in your Microsoft Outlook emails

Keywords: “summary view”

Reaching Your Contacts From Summary View

When a contact is displayed in CardScan’s Summary view, just a click of the mouse will:

• Open a pre-addressed email message.

• Dial a phone number.

• Display a MapQuest-generated map of the primary street address.

• 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.

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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.

• Your email editor is not set to use Microsoft Word.

With most versions of Outlook, choose Tools→Options→Mail

Format, and verify the Message Format options.

Enabling Signature Card

CardScan’s Signature Card Wizard helps you to enable this feature.

1. Choose Tools→Signature Card. This screen appears:

2. Choose to scan your business card or to include an existing image from a

CardScan file, click Next, and follow the Wizard to complete your Signature Card.

The wizard can include an existing image only from an active CardScan

file. Therefore, activate the CardScan file first, and then start the wizard.

Disabling Signature Card

1. In CardScan, choose Tools→Signature Card. The Select Options

screen appears.

2. Choose Stop including card, and click Next.

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Keywords: “signature”.

Page 57

Chapter 11 Printing

CardScan includes the Print Wizard to help you use various options for the appearance of your printed information. For example, your printed pages can look like the pages of specific personal organizers, address labels, etc. You can also create your own formats for your special projects.

Selecting contacts to print

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.

• If you are printing several contacts, create a list with QuickSearch (see “Finding Contacts with QuickSearch” on page 5-2) or with categories (see “Methods to Find Groups of Contacts” on page 5-3), or select the contacts from a file. (Use Ctrl+click to choose more than one contact.)

Selected contacts

You can sort the contacts before printing (see “Sorting Contacts” on

page 5-2).

Keywords: “print”.

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Chapter 11 Printing

Starting the Print Wizard

1. Choose File→Print. The following dialog appears.

2. Select cards and follow the Wizard to print your contacts the way you like.

Keywords: “print”.

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Page 59

Troubleshooting Tips

Chapter 12 Troubleshooting and Support

If you are experiencing a problem, please do the following:

• Try troubleshooting tips in this section

• If the symptoms are not described in the tips, search the Online Help on

“trouble”.

• If the problem persists, contact our Technical Support (see page 12-3).

Safety Instructions: This unit contains no serviceable parts. Do NOT open. When used as prescribed in this manual, this equipment is unlikely to present a hazard to the user.

Troubleshooting Tips

This section presents the following types of tips:

• General

• Cards that are difficult to read

• Error messages

• Quick test

General

When connecting the scanner, its light does not turn on

The scanner may be defective. Please contact Technical Support (see “Technical Support” on page 12-3).

When connecting the scanner, its light flashes and then turns off

Try the following actions:

• Make sure the USB cable is connected properly.

• If the problem persists, you may have connected the scanner before installing the software. Follow these steps:

1) Disconnect the USB cable from the scanner port.

2) Install the software.

3) Connect the USB cable to the scanner port.

If the problem persists, the scanner may be defective. Please contact Technical Support (see “Technical Support” on page 12-3).

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Chapter 12 Troubleshooting and Support

Several errors in a scanned contact

Calibrate the scanner and scan the card again. There may have been mechanical difficulties or the card may have been scanned at an angle. See also “Cards that are difficult to read”.

Card image is skewed

Skewed images may impair accuracy, causing errors in the contacts. For better results, place the card flush against the right edge of the scanner’s tray. A technique that may work for you is to push the card gently into the scanner using one or two fingers positioned near the center of the card.

Card jammed in the scanner

1. Choose Edit

2. Click Scan

3. Click Eject Card to eject the card.

Two or more cards scanned as one

If you scan cards in rapid succession, some may appear as a continuous image, with distorted text. To prevent this problem, wait for the scanner’s light to go on before inserting the next card.

Scanner’s light is blinking continuously

Disconnect and reconnect the USB cable at the scanner port.

→Preferences.

→Setup to display the Scanner Setup dialog.

Cards that are difficult to read

Processing a card usually takes only a few seconds. It may, however, take up to half a minute if the card is difficult to read. The usual characteristics of such cards are these:

• Dark or speckled paper

• Text printed in script or stylized typefaces

• Text in logos or graphics

• Text printed diagonally

• Text printed both horizontally and vertically

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Page 61

Technical Support

Error messages

This section presents three error messages. For a complete list of error messages, search the Online Help on “error”.

“Scanner not responding”

Try the following actions. After each action, try to scan again.

• Check the AC power and USB port connections.

• Choose Edit correct port are chosen.

• If none of the above solves the problem, disconnect and reconnect the scanner.

“Unknown device”

1. Disconnect the scanner from the port.

2. Restart Windows.

3. Install the CardScan software.

4. Connect the scanner again.

“Could not find the scanner”

This error message may be caused by two different problems. for detailed problem-solving instructions, please visit www.cardscan.com/support.

→Preferences→Scan. Make sure the correct scanner and

Technical Support

North America

Tel: 617-492-4200

Fax: 617-492-6659

http://www.cardscan.com/nasupport

Europe

France

Tel: +49 (0) 2203 9113333

Fax: +49 (0) 2203 9113390

http://www.cardscan.com/wwsupport

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Chapter 12 Troubleshooting and Support

Germany

Tel: +49 (0) 2203 9113331

Fax: +49 (0) 2203 9113390

http://www.cardscan.com/wwsupport

United Kingdom

Tel: +49 (0) 2203 9113332

Fax: +49 (0) 2203 9113390

http://www.cardscan.com/wwsupport

Other Countries

Please contact your local reseller. To find your local reseller, visit www.cardscan.com.

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Page 63

Appendix A: CardScan Scanner Warranty

Warranty Period

Corex Technologies Corporation warrants to the first consumer purchaser the CardScan Business Card Scanner to be free from malfunctions and defects in both materials and

workmanship for a period of 24 months from the date of purchase*.

Warranty Repair Coverage

If the scanner does not function properly within the warranty period due to defects in materials or workmanship, 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.

*Limitations

Warranty service will not be provided without dated proof of purchase.

This warranty becomes null and void if the consumer fails to package the scanner in a manner consistent with the original product packaging, and damage occurs during shipment.

This warranty does not cover the following: circumstances beyond Corex’s control, damage to the scanner resulting from the use of attachments, accessories, or alterations not marketed by Corex; damage as a result of unauthorized modifications or service; misuse; abuse; or failure to use items supplied by Corex (such as adapters and cables).

COREX MAKES NO OTHER WARRANTIES, EXPRESSED, IMPLIED, OR OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE FOR THIS EQUIPMENT OR SOFTWARE.

Replacement of the scanner is Corex’s only obligation under this warranty. COREX WILL NOT BE RESPONSIBLE FOR ANY CONSEQUENTIAL OR INCIDENTAL DAMAGES RESULTING FROM THE PURCHASE, USE, OR IMPROPER FUNCTIONING OF THE BUSINESS CARD SCANNER REGARDLESS OF THE CAUSE. Such damages for which Corex will not be responsible include, but are not limited to, loss of revenue or profit, downtime costs, loss of use of equipment, cost of any substitute equipment, facilities or services, or claims of your customers for such damage.

Obtaining Warranty Service

Continental United States

1. Call Corex Technical Support at 617-492-4200 (select option #2) to verify the scanner is properly installed.

2. If the scanner is defective, contact Customer Service at 800-942-6739 for a Return Material Authorization (RMA) number and specific return instructions.

3. A replacement unit will be shipped within five days after the defective product is received by Corex.

4. All replacements will be shipped via UPS ground transport.

Outside the Continental United States

Visit our Web Site, at www.cardscan.com, for a reseller in your area.

RETURNS WILL NOT BE ACCEPTED WITHOUT AN “RMA” NUMBER CLEARLY PRINTED ON THE OUTSIDE OF THE SHIPPING CARTON. COREX IS NOT RESPONSIBLE FOR SHIPMENTS DELAYED OR LOST IN TRANSIT.

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Appendix A: CardScan Scanner Warranty

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Corex Technologies

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Appendix B: Compliance with FCC and EC

FCC Statement

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of FCC rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation.

This equipment generates, uses and can radiate radio frequency energy and, if not installed in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in any installation.

To comply with part 15 of FCC rules, you must use the cable provided with the scanner. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to correct the interference by one of the following measures:

• Reposition the receiving antenna.

• Increase the distance between the equipment and the receiver.

• Connect the scanning and computer equipment to an outlet on a circuit different from the receiver’s.

FCC Statement

EC Declaration of Conformity

CardScan

600cx

Equipment Description: Model CardScan 600cx

Information Technology Equipment

Card Scanner

5 V d.c., 500 mA

Year of Manufacture: 2003

Applicable Directives: 73/23/EEC, Low Voltage Directive

89/336/EEC, EMC Directive

Applicable Standards: EN 60950-1:2002

Information Technology Equipment - Safety

EN 55022: 1998 Information Technology

Equipment - Radio Disturbance Characteristics

EN 55024: 1998 Information Technology

Equipment - Radio Disturbance Characteristics

CardScan Getting Started B-1

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Appendix B: Compliance with FCC and EC

CardScan

600c

Equipment: CardScan 600c scanner and power supply.

Information Technology Equipment

100-240 VAC, 50-60 Hz, 30VAMAX

Year of Manufacture: 2001

Applicable Directives: 73/23/EEC & 93/68/EEC Low Voltage Directive

89/336/EEC, EMC Directive

Applicable Standards: EN60950

EN55022:1994 including A1:1995

and A2:1997 Class B

EN50082-1 (1992)

Type Examination Certificate Scanner: Underwriters Laboratory, UL1950

Power Supply: TUV-GS

B-2 Corex Technologies

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Index

AccuCard Service

on CardScan.Net 1-3, 6-1 symbols in CardScan files 5-1 Updates 6-6

ActiveSync

see Pocket PC

Adding

email addresses 4-4 notes 4-7 phone numbers 4-4 web addresses 4-4

Address

adding 4-4 adding email and web 4-5 checking details 4-3 displaying map of 10-1

Address Book

creating 3-1 safeguarding 5-5 synchronizing with Palm 8-1

Alphabet Bar

for finding contacts 5-3

Backing up

contacts 5-5

Backup

guaranteed with CardScan.Net 1-1

Batch Options

to assign categories and notes 4-8

CardScan Synchronization

overview 7-2 using 7-4

CardScan.Net

access contacts remotely 1-2 account 1-2 AccuCard Service 1-3, 5-1 automatic synchronization 6-5 features 6-1 file synchronization 6-3 getting started with 6-1 guaranteed backup,remote access

to contacts 1-1 manual synchronization 6-4 password 1-1 safeguard contacts 1-2 saving contacts to 3-8