User Guide
CardirisTM 5 – User Guide
Table of Contents
Copyrights ............................................................................................. 1
About this guide .................................................................................... 3
Chapter 1 Introducing Cardiris ................................................ 5
General information on Cardiris ........................................ 5
Chapter 2 Installing Cardiris .................................................... 9
System requirements .......................................................... 9
Software installation .......................................................... 9
Uninstalling the software ................................................. 10
Software registration ........................................................ 11
Search for updates ............................................................ 11
Product support ................................................................ 11
Chapter 3 Getting started ........................................................ 13
Running Cardiris .............................................................. 13
Changing the user interface language .............................. 13
Tutorial ............................................................................. 14
Chapter 4 View modes ............................................................. 23
Album view ...................................................................... 23
Card view ......................................................................... 25
Chapter 5 Scanning business cards ........................................ 31
Setting the scanner settings .............................................. 31
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Table of Contents
Scanning cards ................................................................. 33
Scanning cards with the IRISCard scanners .................... 37
Scanning cards with the IRISCard Button manager ........ 38
Loading images from the IRIScan and IRIScard Anywhere
scanners ............................................................................ 39
Scanning cards with a flatbed scanner ............................. 41
Scanning batches of cards ................................................ 42
Scanning cards from within Microsoft Outlook .............. 43
Scanning the back side of a card ...................................... 44
Duplex scanning ............................................................... 46
Scanning a picture of a contact ........................................ 47
Adding notes to cards ....................................................... 48
Manually adding cards to the database ............................ 48
Chapter 6 Recognizing business cards ................................... 51
Selecting the card style .................................................... 51
Recognizing the cards ...................................................... 52
Recognizing batches of cards ........................................... 53
Recognizing the back side of cards automatically ........... 55
Editing the recognition results ......................................... 56
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Adjusting card images ...................................................... 58
Customizing database fields............................................. 60
Cardiris
TM
5 – User Guide
Assigning categories to contacts ...................................... 62
Chapter 7 Organizing business cards ..................................... 65
Assigning a card status ..................................................... 65
Browsing through the cards ............................................. 68
Searching business cards .................................................. 69
Finding and resolving duplicates ..................................... 72
Maintaining card databases .............................................. 78
Deleting cards ................................................................... 81
Chapter 8 Exporting contacts ................................................. 83
Exporting business cards .................................................. 83
Exporting to Windows Contacts ...................................... 85
Exporting to Windows Address Book ............................. 87
Exporting to Apple devices .............................................. 89
Exporting to Google Contacts .......................................... 91
Exporting contacts to Microsoft Dynamics CRM ........... 94
Exporting contacts to Salesforce CRM .......................... 100
Printing business cards ................................................... 102
Chapter 9 Importing contacts ............................................... 105
Chapter 10 Synchronizing databases ................................... 107
Index .................................................................................... 109
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Cardiris
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Copyrights
Cardiris5-dgi-110112-04
Copyrights © 1995-2012 I.R.I.S. All Rights Reserved.
I.R.I.S. owns the copyrights to the Cardiris software, the online help system
and to this publication.
The information contained in this document is the property of I.R.I.S. Its
content is subject to change without notice and does not represent a
commitment on the part of I.R.I.S. The software described in this document is
furnished under a license agreement which states the terms of use of this
product. The software may be used or copied only in accordance with the
terms of that agreement. No part of this publication may be reproduced,
transmitted, stored in a retrieval system, or translated into another language
without the prior written consent of I.R.I.S.
This user's guide utilizes fictitious names for purposes of demonstration;
references to actual persons, companies, or organizations are strictly
coincidental.
Trademarks
The Cardiris logo, Cardiris, IRISCard and IRIScan are trademarks of Image
Recognition Integrated Systems S.A. Connectionist, Linguistic and Field
Analysis Technology by I.R.I.S.
The Cardiris software is based in part on the work of the Independent JPEG
Group.
All other products mentioned in this user's guide are trademarks or registered
trademarks of their respective owners.
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Cardiris
TM
5 – User Guide
About this guide
This guide covers the full range of functions available in Cardiris. The
functions that are only available in a certain version will be indicated.
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Cardiris
TM
5 – User Guide
CHAPTER 1
INTRODUCING CARDIRIS
GENERAL INFORMATION ON CARDIRIS
Introduction
Cardiris is a powerful business card scanning solution and
organizer. This productivity tool allows you to scan, recognize and
archive business cards and turn them into an address database.
Cardiris can process business cards of any type or kind from 218
countries. By means of OCR (Optical Character Recognition) the
data on business cards is extracted automatically from the image,
converted into editable text and inserted in the correct database
fields through field analysis. Cardiris extensively uses a knowledge
database, acquiring the necessary intelligence to distinguish
between first and last names, cities and states, telephone and fax
numbers etc. The field analysis process is also based on the card
layout, as each country has a different style of composing business
cards.
The Cardiris Asian Edition additionally recognizes business cards
from 8 Asian countries and territories: China, Hong Kong, Macau,
Japan, North and South Korea, Singapore and Taiwan.
Business cards in English from the Asian countries listed above are
supported by the standard version of Cardiris.
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Chapter 1 – Introducing Cardiris
Should you encounter a business card in a language that is not
supported by Cardiris, know that you can always scan the card
image without OCRing it and insert in the database.
The Cardiris database
The business cards you scan in Cardiris make up the Cardiris
database. Their data can be sorted, searched, printed, exported to
and synchronized with other contact managers and so on.
Cardiris smoothly complements such applications as contact
managers, personal information managers (PIMs), customer
relations managers (CRMs), databases, spreadsheets or even
word processors whose mail merge function allow to print letters,
envelopes and labels.
You can also synchronize your Cardiris database with the contacts
stored on your PDA, your Windows Mobile handheld device, your
Apple iPod etc.
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Cardiris
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Cardiris Corporate also allows you to exchange data with
Microsoft Dynamics CRM and Salesforce CRM.
Supported scanners
Cardiris is available in a bundle version with the I.R.I.S. IRISCard
and IRIScan scanners.
Cardiris is Twain compliant and supports a wide range of dedicated
business card scanners, flatbed scanners and all-in-one devices or
MFP's (multifunctional peripherals).
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Cardiris
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CHAPTER 2
INSTALLING CARDIRIS
SYSTEM REQUIREMENTS
This is the minimal system configuration required to use Cardiris:
a Pentium-class CPU
256 MB RAM
300 MB free disk space
Windows 7, Windows Vista (32 or 64 bits) or Windows XP
Internet Explorer 5.01 or higher
A free USB port to connect the IRISCard Pro or Mini
SOFTWARE INSTALLATION
How to install Cardiris
Log on to Windows as administrator or make sure you have the
necessary administration rights to install the software.
Insert the Cardiris CD-ROM in the CD-ROM drive and follow
the on-screen instructions to install the software.
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Chapter 2 – Installing Cardiris
Select the installation language and click OK.
Accept the terms of the license agreement.
Click Next each time you are ready to go to the next screen.
Click Finish to complete the installation.
The submenu I.R.I.S. > Cardiris on the Windows Programs
menu is created automatically by the installation program.
The installation program also creates a shortcut to the Cardiris
application on the Windows desktop.
UNINSTALLING THE SOFTWARE
There is only one correct way to uninstall Cardiris: by using the
Windows (un)install wizard. You are strongly recommended not to
uninstall Cardiris by manually erasing the program files.
To uninstall Cardiris:
Close the application.
On the Start menu, click Control Panel.
Under the Programs icon, click Uninstall a program.
Select Cardiris in the list and click the Uninstall button.
Follow the on-screen instructions.
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SOFTWARE REGISTRATION
Remember to register your Cardiris license.
To register:
Use the Registration wizard in the Register menu. Follow the onscreen instructions.
SEARCH FOR UPDATES
Use the Search for Updates function in the Help menu once in a
while to search for the most recent updates. This helps to guarantee
the proper functioning of Cardiris.
PRODUCT SUPPORT
To get technical support on Cardiris, please visit our website at
http://www.irislink.com/support.
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Cardiris
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CHAPTER 3
GETTING STARTED
RUNNING CARDIRIS
To run Cardiris:
Start Cardiris from the Windows Start menu or double-click the
shortcut on your desktop.
You will be prompted to register. Click Register now to access
the registration wizard or click Register later and then Cancel
to register at a later time.
When you are using Cardiris for the first time a sample
database will open in album view.
Refer to the section Tutorial to get started with Cardiris.
CHANGING THE USER INTERFACE LANGUAGE
The user interface of Cardiris is available in a wide range of
languages.
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Chapter 3 – Getting started
To change the user interface language:
On the Settings menu, point to User Interface Language.
Select the required language from the list.
You will be prompted to restart the software.
TUTORIAL
The best way to familiarize yourself with Cardiris is by using it.
This tutorial helps you get started.
Exploring the Cardiris sample database
When you launch Cardiris for the first time, the sample database
provided with the software will open. It allows you to get started
even if your scanner is not connected to your PC yet.
The sample database opens in album view.
The first cards in the database are displayed. You can see their
image and the major data fields.
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The cards that are displayed have different colors. These colors
indicate the card status of each business card:
o new cards are yellow. The information they contain has
not been verified yet.
o indexed cards are green. The only information that has
been verified is the company name.
o verified cards are blue. All the information they contain
has been verified.
You can navigate through the business cards by clicking the
browse buttons on the main toolbar or the arrow buttons at the
bottom of the interface. The latter will turn the pages of the
album.
Or click the letter buttons on the right-hand side: they will take
you directly to the cards of the companies that start with a
specific letter.
For more information about album view, see the section Album view
under View modes.
Double-click one of the verified (blue) cards to switch to card
view.
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Chapter 3 – Getting started
In card view, the card image and all the data fields are
displayed. Card view allows you to verify and edit the database
information and add notes to your business cards via the Notes
field. In card view you can also view and/or scan the back side
of the business card and view and/or add a picture of your
contact.
Click the Browse buttons to navigate through the business cards.
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For more information about card view, see the section Card view
under View modes.
Cardiris
TM
5 – User Guide
Processing sample business cards
When you double-click one of the new (yellow) cards in the sample
database to view it in card view, you will notice that the data fields
are empty.
To recognize the business card:
Select the country of the business card in the Card style drop-
down list.
By selecting the business card style, you not only indicate the
language of the text to be recognized, you also indicate the general
layout of the business card. Different countries have different styles of
business cards.
Click the Recognize button to start the character recognition.
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Chapter 3 – Getting started
The image is converted into editable text and the recognized text is
assigned to the various fields.
Check the results so far.
If necessary you can edit the recognition results manually. You can
use cut-and-paste and drag-and-drop operations to move data about.
To drag data to another field, draw a frame around the data you want
to move, hold down the left mouse button and drag the text to another
field.
You can also use OCR on the fly: click inside the field you want to
send the data to. Hold down the Ctrl key while drawing a frame
around the data you want to move. When you release the Ctrl key the
data will be moved to the indicated field.
When you have verified all the recognition results, click the
status button V(erified) in the bottom left corner of the interface
(or press F12) to indicate that the card has been verified.
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Cardiris
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The card can now be stored in the database and may be consulted,
printed, exported etc.
For more information about the card status, refer to the section
Assigning a card status.
Click the browse buttons in the toolbar to display other cards in
card view.
Scanning new cards
When you want to scan new business cards, it is recommended to
start a new database.
Start a new database by clicking the New command on the File
menu. Or hit Ctrl+N.
A new and empty database will open.
Connect your scanner to your PC and install any required
scanner drivers or software.
Click Scanner on the Settings menu.
A list of available scanners will be displayed.
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Chapter 3 – Getting started
Select your scanner in the list and click Next.
A configuration screen will appear. Depending on the scanner you
selected you can determine the scanner model and source, the paper
size, resolution and image type, etc. Note that this is not the case
when you select an IRIScan scanner. These scanners can be
configured after you click the Scan button.
Select the required scanner settings and click OK to confirm.
Depending on your scanner you may be prompted to calibrate it.
Insert the white calibration sheet that was delivered with your scanner
and click Calibrate. Once the scanner has been calibrated you will be
prompted to insert a card.
When you are using a flatbed scanner and you want to scan
multiple cards at a time, click the command Detect Cards in
Image on the Settings menu.
The scanned image will be split up in business cards.
Click the Scan button on the main toolbar to scan your business
cards.
After you have scanned the card, just repeat the recognition
process described above.
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Cardiris
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Making direct use of contacts
You can make direct use of the contacts stored inside Cardiris. You
can, for instance, contact them via e-mail, visit their website,
phone them with Skype, get driving instructions to their address
etc.
Double-click any card that has been recognized in Cardiris to
view it in card view.
Click the corresponding links and icons to carry out the actions
listed above.
Searching contacts
The contacts you add to a Cardiris database can be consulted and
searched in several ways:
In album view you can limit the view to new, indexed and
verified cards by clicking the corresponding status buttons on
the main toolbar.
Use the Search field to do free-text searches on all data fields
simultaneously.
If none of the cards meet the search criteria, the application window
remains empty and the status bar confirms that there are no cards to
display.
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Chapter 3 – Getting started
Or click the binoculars icon to do access advanced search
options.
These options allow you to do searches on one or more data fields.
Note that in advanced searches Cardiris looks for cards that start with
a certain character string, not for cards that contain the character string
in question.
To display all cards after a search, click the status button All
Cards.
Exporting contacts
The contacts you add to a Cardiris database can be exported to
numerous applications.
To start exporting contacts, select the cards you want to export
and click the Export button on the main toolbar.
Select the output application of your choice in the list and click
Export.
You can also import contacts from other applications and synchronize
Cardiris contacts with those of other applications. For more
information, see the sections Importing business cards and
Synchronizing databases.
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Cardiris
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CHAPTER 4
VIEW MODES
ALBUM VIEW
When you open Cardiris the database that was last opened is
displayed in album view. Album view is the default view mode. It
displays your business cards in an album-like presentation.
The major data fields - company name, first name, name, job
title and e-mail address - are listed.
A color code indicates the card status of each card: new cards
are yellow, indexed cards are green and verified cards are blue.
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Chapter 4 – View modes
Sort order
The contacts are sorted alphabetically first by company name, then
by name.
When no name is available, the contacts are sorted chronologically
by scanning date.
Navigation
Press the arrow keys on your keyboard to move through the
cards. Or use the browse buttons on the main toolbar.
Press Home to go to the first card, press End to go the last
card.
Click the letter buttons on the right-hand side: they will take
you directly to the cards of the companies that start with a
specific letter.
To turn the pages of the album, use the arrow buttons in the
bottom corners of the interface.
Selecting cards
Simply click a card to select it.
To select multiple cards, hold down the Ctrl key and click the
cards you want to select.
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