IRIS CARDIRIS PRO 4, CARDPRO Getting Started

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GETTING STARTED
GETTING
STAR TED
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© 2007 I.R.I.S. All rights reserved
OCR technology by I.R.I.S.
© 2007 I.R.I.S. All rights reserved
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GETTING STARTED
ITS THE BUSINESS YOU WANT, NOT THE CARDS!
Cardiris is the unbeatable productivity tool for your business cards. This busi-
ness card organizer allows you to archive, index and OCR business cards from
around the world.
In our information age, all key corporate information is contained in data­bases. W ith information being the key , Cardiris gives a comprehensive answer to the need to manage your business contacts: Cardiris goes the full circle from archiving scanned business cards to contact management. After all, isn’t it the business you want, and not the cards?
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ONE, CARDIRIS GIVES YOU GREAT IMAGES
Cardiris improves the everyday operation of your office by getting rid of all business cards. Enter any office and you’ll find the desk and drawers of the employees crowded with business cards of all types and places. Business cards suffer more than other documents from the known disadvantages of the paper world: they get lost easily , aren’ t available to your colleagues, can’ t be searched or sorted etc.
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Cardiris, the “electronic Rolodex ” scanning the business cards, thus putting images in a database. Use this manage­ment tool to file your business cards and no more stacks of business cards will be lying around in your office!
So, all business cards can be thrown away or returned to the owner as soon as they have been archived. This means that you never lose any information con­tained on a card, not even the company’s colorful logo or slogan, the contact’s photograph or still a second telephone number or e-mail address which you don’t usually encode in your “traditional” contact manager or database.
When you are dealing with “exotic” business cards - in, say, Vietnamese or Arabic - which you simply cannot enter in a database, the advantage is all the more prominent: as you first archive the card images, Cardiris offers a unique
, puts a final end to all this. You begin by
solution here. Even if a business card can’t be read by OCR, the color image is there to be consulted!
As a wide range of dedicated business card scanners, flatbed scanners and
“all-in-one” devices or “MFPs” (“multifunctional peripherals”) is supported, what­ever scanner you may already own is fine by us.
Your Cardiris software may be bundled with the I.R.I.S. Card Scanner
“IRISCard Pro”, a USB-2 A6 color scanner, and with the “IRISCard Mini”, a USB A8 greyscale scanner . Dedicated scanners are optimized for scanning busi­ness cards and have many advantages over other scanner types: they hardly take up any space on your desk, they swiftly cope with business cards of varying
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paper and printing qualities and you never have to wonder about selecting the correct card format.
The color, greyscale or black-and-white images are saved compressed to limit
the use of space on your hard disk. The scanned business cards are prominently displayed so as to make them legible without having to zoom. Optimal legibility is ensured, even on low-end monitors and the LCD screens of notebook comput­ers!
As Cardiris also allows you to add comments, it suffices to scan every busi-
ness card you come across and add some notes and you’ll never lose any infor­mation again!
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GETTING STARTED
TWO, OCR BRINGS YOU EDITABLE TEXT
Once the cards are archived, you can convert images into data by indexing and OCRing them. Indexing means that a business card is sorted by a primary search key - the company name is filled out and checked -, OCR means that the card’s data is extracted automatically from the image.
OCR stands for two things here: character recognition to convert the scanned image into editable text and field analysis. Optical character recognition (OCR) allows to encode business cards without the time-consuming task of retyping them. Think of your last exhibition when you came back with an entire stack of business cards and it took your secretary two days to encode them!
Cardiris incorporates specialized recognition technology, optimized for tiny characters, and supports countries from all over the world - North and South American business cards, business cards from the European countries, including the Eastern-European nations, African, Asian and Oceanic business cards, you name it! (The “Asian Edition” of Cardiris reads business cards from China, Ja­pan, Singapore, South-Korea and T aiwan. Business cards from these countries in English are supported by the “other” editions of the Cardiris software!)
Field analysis assigns the recognized data to specific database fields. Cardiris extensively uses a knowledge database, thus acquiring the necessary intelligence to discriminate the first and last name, a city and its state, a telephone and a fax number etc.
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At this stage, Cardiris takes the layout of a business card into account. Each
country has a different “style” of composing business cards, Americans com­pose an address differently than the French do etc. In this way, Cardiris can process correctly business cards of all designs and countries: business cards with an American or European look, vertical cards as well as horizontal cards etc.
The recognition accuracy depends on the printing quality , whether or not a too
stylized font or “exotic” layout has been used etc. Cutting and pasting is available to edit and correct the recognized data, but so are “drag-and-drop” operations for maximal ease of use. To correct small errors, you can indeed draw a frame around the information and drag the frame to a database field - say, the city: the OCR gets done “on the fly”.
Interestingly , the scanning, indexing and recognition are separate phases. In-
dexing and OCR can be deferred, performed later on at any moment. Sales executives at an info desk or on the company booth at a trade show, secretaries at a reception desk may be too busy to perform the complete cycle of indexing and OCRing business cards, but surely they can quickly scan the business card of their visitors... When they do, Cardiris will keep trace of every single contact they come across with a minimal effort.
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GETTING STARTED
THREE, ITS A DATABASE
Once your business cards are converted into text placed in data fields, you have a real address database, similar to a cardfile system: the data is directly searchable by any field. Extensive sort and select functions are available, dupli­cate contacts can be found and resolved. Looking up a company, client or pros­pect is a cinch. Even with very little to go on, say, no more than the first charac­ters of a company name, you are sure to find your contact again instantly.
The resulting data is available for export. Cardiris smoothly complements such applications as contact managers, “customer relations managers” (“CRMs”), “personal information managers” (“PIMs”), general databases, spreadsheets or even word processors whose mail merge function allows to print letters, enve­lopes and labels. Or synchronize your Cardiris database with the contacts stored on your PDA - your Palm organizer , your W indows Mobile (Pocket PC) handheld device etc.
Exchanging data with the professional CRM software Microsoft Dynamics CRM requires a special version of Cardiris!
Some other clearcut advantages of Cardiris over the paper world are all too obvious: as you are dealing with a database, the information is centralized and available to all your colleagues. Also, databases are easily transportable on CD­ROM etc.
ABOUT THIS GUIDE
This guide gives a short introduction to Cardiris. It contains all you need to
know to get started with this I.R.I.S. product successfully.
However, this guide does not intend to be a complete user documentation of
Cardiris. To make full use of the many advanced capabilities of this software package, it is mandatory that you study the on-line help information closely.
SYSTEM REQUIREMENTS
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This is the minimal system configuration required to use Cardiris:
a Pentium based Intel PC or compatible.256 MB RAM.150 MB free disk space.the Windows V ista, Windows XP or Windows 2000 operating system.
Your Cardiris software may be bundled with the I.R.I.S. Card Scanners
“IRISCard Pro” and “IRISCard Mini”. It takes a USB port to connect the scan­ner “IRISCard Mini” and a USB-2 port to connect the scanner “IRISCard Pro”...
INSTALLING THE CARDIRIS SOFTWARE
The Cardiris software is delivered on an autorunning CD-ROM. To install,
simply insert the CD-ROM in your CD-ROM drive and wait for the installation program to start running. Follow the on-screen instructions.
REGISTER TO VOTE!
Don’t forget to register your Cardiris licence! Doing so will allow us to keep
you informed of future product developments and related I.R.I.S. products. The registration benefits, including free product support and special offers, are strictly limited to registered users.
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GETTING STARTED
Y ou can register in many ways: by sending in your registration card or faxing its electronic counterpart, by calling I.R.I.S. during working hours and by filling out a registration form on the I.R.I.S. web site!
STARTING THE SOFTWARE UP
Click on the Cardiris application in the submenu "I.R.I.S. Applications - Cardiris" or click on the shortcut to the Cardiris application on your desktop.
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