Iris CARDIRIS 5 User Manual

Getting Started Guide

Product versions

The Cardiris 5 is a standalone software product that can be used with any twain based scanner to process the business
card information. It is also bundled in the IRIScan Anywhere product. There are two versions of the software.

Cardiris Pro 5
Cardiris Corporate for Microsoft Dynamics CRM 5

Both operate in the same fundamental way. In this guide we will cover the functions of the Pro 5 and then the
differences in the CRM 5.

Cardiris Pro 5

Sc anner setu p

The product can be used with any of the business card capable scanners from our previous or current products to
process individual card images. It can also process images of multiple cards in the same image and extract the individual
images for processing. You can also open prescanned images for processing by clicking the down arrow next to scan and
change it to Load.

In the Cardiris software

If you select an Iris scanner and click next you will get a window similar to the one pictured below depending on the
scanner model selected.

Go to the Settings menu > Scanner and select the scanner you are using

If your scanner has a business card capable

Set your scan options, click on OK and then click on the scan button in Cardiris.

If you are using a non-IRIS scanner then highlight on the “Other” choice and click on Next >

Pick the Scanner Source then the scanner model and configure as pictured making sure the format is set to the
appropriate choice. If your scanner is not listed find the closet match or use <Twain> <Other Models>.

Letter is used when scanning one image of multiple cards

as will be discussed below. Typically used for flatbed scanning.

automatic document feeder then check the
ADF box.

If it can scan the front and back in one pass
then check the Duplex scanning box.

This will place both images in the contact
field in Cardiris.

Fl at be d sc anni ng

You can place up to 10 cards on the glass of the scanner. You want there to be a gap around all edges of the card
keeping it away from the edge of the scanner bezel. You also want a dark background so the software can separate the
individual card images from the larger image. A black or dark sheet of paper placed behind the cards works best. Scan at
400 DPI in color.

You could also leave the lid to the scanner open but on some scanners you risk light leaking in on an edge of the image
creating a very subtle white line making it impossible for the software to extract the individual card images.

For very dark cards you would do the opposite and just close the lid to the scanner to create a white background. It is
useful then to separate the cards into dark and light for this kind of processing.

You can also scan outside of the software and save the scans as image files which can then be processed in the software.
Open Cardiris and go to File > Load Card images and navigate to where the images are stored and select one or more of
the images. Go to the Process menu > Extract images to separate the individual images from the larger image.