Dymo LabelWriter®, 450 Turbo High-Speed Postage and Label Printer for PC and Mac®, CardScan Getting Started

1

Chapter

Getting Started

with CardScan

1

Copyright © 2006 CardScan, Inc. 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:

CardScan, Inc.
25 First Street, Suite 107
Cambridge, MA 02141
Tel: [phone]
Fax [phone]

Trademarks: CardScan and AtYourService are registered trademarks of
CardScan, Inc. Windows is a trademark of Microsoft Corporation. All other
trademarks are the property of their respective owners.

Disclaimer of W arranties: CardScan, Inc. makes no warranty, representation or
promise not expressly set forth in this agreement. CardScan, Inc. disclaims and
excludes any and all implied warranties of merchantability, title, or fitness for
a particular purpose. CardScan, Inc. 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: CardScan, Inc.’s aggregate liability, as well as
that of the authors of programs sold by CardScan, Inc., 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. Y ou 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.

Table of Contents

CardScan Getting Started i

Welcome to CardScan!

Summary of Products...................................................................... 1

Major Features............................................................................. 2

CardScan User Resources................................................................ 4

Obtaining Technical Support .............................................................. 4

Chapter 1 Creating CardScan Address Book

First Steps............................................................................... 1-1

Viewing Contacts in List View.......................................................... 1-3

Verifying Accuracy...................................................................... 1-4

Reaching Contacts from CardScan.................................................... 1-5

Chapter 2 Using CardScan as Your Contact Manager

Adding Contacts without Business Cards ............................................. 2-1

Use Additional Fields for More Information............................................ 2-2

Organizing Contacts with Categories.................................................. 2-2

Major Features for Finding Contacts .................................................. 2-3

Finding and Removing Duplicates ..................................................... 2-4

Working with Multiple Contact Files ................................................... 2-4

Safeguarding Your Contacts ........................................................... 2-5

Updating Contacts by Scanning ....................................................... 2-6

Chapter 3 Using CardScan Data in Microsoft Outlook

and other Desktop Applications

Choosing Best Option with Data Exchange Wizard................................... 3-1

Synchronizing CardScan and Outlook................................................. 3-3

Chapter 4 Copying Contacts to and from Palm OS™

Handheld Devices

Choosing Best Option with Data Exchange Wizard................................... 4-1

Synchronizing........................................................................... 4-2

ii CardScan, Inc.

Chapter 5 Copying Contacts to and from

Windows Mobile® Devices

Choosing Best Option with Data Exchange Wizard................................... 5-1

Synchronizing Selected Files .......................................................... 5-2

Appendix A: Compliance with FCC and EC

Summary of Products

CardScan Getting Started 1

Welcome to CardScan!

This book introduces major features of the CardScan family of products. The purpose of this book is
to show you the strengths and flexibility of CardScan products, and direct you to the sources of any
detailed information and instructions you may need as you learn the products hands-on.

Summary of Products

Product Users Product Highlights

CardScan
Executive

Individuals requiring
the fast and accurate
tool for transforming
business cards into
online address books.
These users work
with large volumes of
contact information,
prefer the ability to
capture color, and
work alone.

CardScan Executive is a core product that enables
you to capture information from business cards into
accurate, well-organized, and easily updatable
online address books. CardScan Executive is an
excellent contact manager. However, if you prefer to
manage your data with another desktop application
or a handheld device, CardScan’s Data Exchange
Wizard assists you in choosing and following the
best method for copying data to and from
CardScan. Y ou can then use these data in Microsoft
Outlook and other contact managers and Personal
Information Managers (PIMs), as well as with
Personal Data Assistants (PDAs), such as Palm
handhelds and Windows Mobile Devices.

CardScan
Team

Teams who share
contact files on the
company Intranet

Includes all the features of CardScan Executive,
plus the capabilities enabling teams to share files on
a network.

CardScan
Lead Qualifier

Teams capturing
contacts at various
events, sharing an
acting upon the data
promptly.

Captures contact and lead-qualifying data by
scanning forms. Once the data has been captured,
all the features of CardScan Executive and Te am
are available for the teams to verify and use the
data efficiently.

CardScan
Personal

CardScan users
requiring a portable
scanner.

A portable version of CardScan Executive, with all
the functions, except scanning cards in color.
Exchanges data with a limited number of PIMs an
PDAs.

Welcome to CardScan!

2 CardScan, Inc.

1

Major Features

The following section presents the major features common to all CardScan products:

• Scanning

• Accuracy Verification

• Intuitive Graphical User Interface

• Contact Management with Enhanced Navigation

• Data-Exchange

• Enhanced Ability to Reach Contacts Online

Scanning Features

• Scan and process international business cards.

• 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.

• The ability to start CardScan simply by inserting a business card into the scanner. The
scanner’s automatic detection of the cards is always enabled. When the scanner detects a
card, it starts the CardScan program.

Accuracy Verification

• The usability of an address book depends on how accurate the data is. CardScan makes it
easy for you to verify the data by drawing your attention to the fields where the information
may be inaccurate.

• CardScan’s Check Details feature helps you verify that the details of names and addresses
have been placed in the correct fields, and enables you to correct any errors easily.

Intuitive Graphical User Interface

• Simply move the cursor around the CardScan window, pointing at various parts of it. You will
notice that almost any element in the window represents a function, and the description of the
function appears in the balloon help.

• List View icons allowing you to display contacts in List View in the format that suits you best.
These icons provide you with a variety of views, ranging from a collection of card images only
to the level of details that allows you to interact with the data (for example, locate an address
on the web map by clicking on the address in the List View.)

Major Features

CardScan Getting Started 3

Contact Management Features

• Use the Navigation Bar for immediate access to groups of contacts based on the same
criteria; for example, Categories, Recent Changes, Duplicates, etc.

• Use a powerful, sophisticated, and flexible QuickSearch feature to find contacts in multiple
open files.

• With the Duplicates Wizard, automatically find and manage duplicate contact information.

• Display multiple files simultaneously in separate CardScan windows.

• Save a copy of a file to your private, secure account on the AtYourService website (at

www.cardscan.net

), and access your file anytime, from anywhere in the world, using a web

browser.

• If you web-enable your local files by saving them to the AtYourService website, you can
automatically receive updates for your contact data via AtYourService. Review and accept or
reject updates from your browser.

Exchanging Data with Other Programs and Devices

• Use the Data Exchange Wizard to automatically discover applications installed on your
computer and choose the most suitable method to copy data to and from CardScan. The
Wizard simplifies copying data to and from:

- Other Desktop Applications (for example, Microsoft Outlook)

- Palm OS™ Handheld Devices

- Windows Mobile® Devices

Improved Emailing, Dialing and Visiting Websites

• You can initiate emailing, dialing, or visiting websites by clicking on the data in the List and
Summary views.

• You can email CardScan contacts from Microsoft Outlook, without copying these contacts to
Outlook. To be able to do this, designate a CardScan file as an address book in Outlook. This
will enable you to view and email your CardScan contacts from Outlook.

• You can locate a contact’s address on a web map by clicking on the address in the List or
Summary view. You can also choose which web-mapping service will generate maps for you.

Welcome to CardScan!

4 CardScan, Inc.

1

CardScan User Resources

Obtaining Technical Support

To obtain technical support for you r la nguage/location, use the following information:

English/North America

Tel: [phone] or 1-866-900-6902
Fax: [phone]
http://www.cardscan.com

Europe

French

Tel: [phone]
Fax: [phone]
http://support.cardscan.org

German

Tel: [phone]
Fax: [phone]
http://support.cardscan.org

English/United Kingdom

Tel: [phone]—callers inside the UK
Tel: [phone]—English-speaking callers anywhere.
Fax: [phone]
http://support.cardscan.org

Others please contact your local reseller. Find your local reseller on www.cardscan.com

Online Help

Use the online help for instructions, detailed descriptions of
features, and for troubleshooting tips. For help with dialogs,
click Help on the dialog. The dialog help is displayed in
a tri-pane window, with tabs for Contents, Index, Search, and
Glossary. You can also access the help by pressing the F1 key
on your keyboard or from CardScan’s Help menu.

CardScan Website Visit www.cardscan.com for:

• Software updates

• Documentation downloads

• Knowledge Base, maintained by Technical Support

First Steps

CardScan Getting Started 1-1

Chapter 1 Creating CardScan Address Book

This chapter illustrates how CardScan creates an address book simply by scanning business cards
into a file. It also highlights the features for verifying the information accuracy. It describes:

• First steps scanning business cards

• Viewing your CardScan contacts

• Verifying accuracy

• Reaching contacts from CardScan

First Steps

This section describes the steps for you to take after you have installed and set up CardScan. The
installation and set up steps are described in the document inserted with the product CD-ROM. It
assumes that you did not choose starting CardScan as the last step of the installation procedure;
therefore you must start CardScan first. Follow these steps:

1. Start CardScan by choosing Start→Programs→CardScan→CardScan. CardScan starts by
opening the Welcome Wizard.

2. Follow the Welcome Wizard to set up CardScan to work with your scanner and to enable the
features that will enhance your experience using CardScan. When the setup is finished,
CardScan opens a dialog prompting you to create a file or open an existing file.

3. Choose the option you want and click OK. CardScan opens the file for new contacts.

4. Scan a business card. This dialog appears:

Click this arrow
to expand the
dialog and
review the
saved images.

Transform
the saved
image into a
contact.

Assign notes and
categories to
contacts while
scanning cards.

Save the images without
processing, and close the
dialog.