Penpower WorldCard Series User Manual

PENPOWER WorldCard

User Manual

Version: 6.5

Edition: 4

Release: August, 2011

Contents

Chapter 1 Product Introduction ............................................................ 1-1

1.1 WorldCard Series ........................................................................................ 1-1

1.1.1 WorldCard Color ............................................................................................. 1-1

1.1.2 WorldCard Ultra plus ....................................................................................... 1-2

1.1.3 WorldCard Ofce ............................................................................................. 1-3

1.2 Product Feature ........................................................................................... 1-4

Chapter 2 Getting Started ...................................................................... 2-1

2.1 System Requirements ................................................................................. 2-1

2.2 Installing Penpower WorldCard ................................................................. 2-1

2.2.1 Software and Driver Installation ...................................................................... 2-1

2.2.2 Launch WorldCard ........................................................................................... 2-3

2.2.3 Registration ...................................................................................................... 2-3

2.2.4 Connecting Hardware ...................................................................................... 2-4

2.3 Preparation for Card Scanning ................................................................... 2-4

2.3.1 Calibration ....................................................................................................... 2-4

2.3.2 Start-up Wizard ................................................................................................ 2-5

2.4 Online Help ................................................................................................ 2-6

Chapter 3 Overview ................................................................................ 3-1

3.1 User Interface ............................................................................................. 3-1

3.1.1 Toolbar ............................................................................................................. 3-2

3.1.2 Alphabet Index ................................................................................................. 3-2

3.2 Scan Business Cards ................................................................................... 3-3

3.2.1 Scan Directly ................................................................................................... 3-3

3.2.2 Scan Wizard ..................................................................................................... 3-3

3.2.3 Batch Scanning ................................................................................................ 3-4

3.4 Viewing Contacts ........................................................................................ 3-5

3.4.2 Label Mode ..................................................................................................... 3-6

3.4.3 Image Mode ..................................................................................................... 3-7

3.4.4 Dual Mode ....................................................................................................... 3-8

3.4.5 Hide WorldCard Banner .................................................................................. 3-8

Chapter 4 Edit Cards .............................................................................. 4-1

4.1 Edit Window Overview .............................................................................. 4-1

4.2 Verify Contacts ........................................................................................... 4-1

4.3 Edit Contacts .............................................................................................. 4-3

4.3.1 Recognizing Partial Content of a Card Entry .................................................. 4-4

4.3.2 Adjusting the Separation Rate ......................................................................... 4-5

4.3.3 Reframing Command ...................................................................................... 4-6

4.3.4 Fine Rotating ................................................................................................... 4-6

4.3.5 Rotating Card ................................................................................................... 4-7

4.3.6 Rescanning Card .............................................................................................. 4-7

4.3.7 Recognizing Again .......................................................................................... 4-8

4.3.8 Exchanging Front and Back Side Card Image ................................................. 4-8

4.4 Viewing Cards ............................................................................................ 4-9

4.4.1 Saving Card Image .......................................................................................... 4-9

4.4.2 Deleting Card Image ........................................................................................ 4-9

Chapter 5 Manage Business Cards ....................................................... 5-1

5.1 Categorize Cards ........................................................................................ 5-1

5.1.1 Categorize from Management Page ................................................................ 5-1

5.1.2 Categorize from Editing Page .......................................................................... 5-2

5.1.3 Send Email by Category .................................................................................. 5-2

5.2 Merge and Separating Cards ...................................................................... 5-3

5.3 Add New Cards .......................................................................................... 5-4

5.3.1 Add an Empty Card ......................................................................................... 5-4

5.3.2 Add the Same Company Card ......................................................................... 5-4

5.4 Add Cards from Other Resources ............................................................... 5-5

5.4.1 Photo File ......................................................................................................... 5-5

5.4.2 Twain Scanner ................................................................................................. 5-5

5.4.3 Drag in the Signature Information ................................................................... 5-6

5.5 Deleting/Restoring Contacts ....................................................................... 5-6

5.6 Search Contacts .......................................................................................... 5-7

5.6.1 Text Search ...................................................................................................... 5-7

5.6.2 Advanced Search ............................................................................................. 5-8

5.6.3 Finding Duplicate Data .................................................................................... 5-9

5.7 Safeguardi your Contacts ......................................................................... 5-10

5.7.1 Save ............................................................................................................... 5-10

5.7.2 Backup your contacts ..................................................................................... 5-10

5.7.3 File Encryption .............................................................................................. 5-10

5.8 Print Cards ............................................................................................... 5-12

5.8.1 Print Preview ................................................................................................. 5-12

5.8.2 Edit Print Templates ...................................................................................... 5-13

5.9 Exchange Contacts ................................................................................... 5-14

5.9.1 Export ............................................................................................................ 5-14

5.9.2 Import ............................................................................................................ 5-23

5.9.3 Sync ............................................................................................................... 5-27

5.9.4 WorldCard Data Exchange Compatibility List .............................................. 5-31

5.10 Settings ................................................................................................... 5-33

5.10.1 Export Option .............................................................................................. 5-33

5.10.2 Synchronize Option ..................................................................................... 5-34

5.10.3 Field Display................................................................................................ 5-35

5.10.4 User Dene Field ......................................................................................... 5-35

5.10.5 Scan Option ................................................................................................. 5-36

5.10.6 Revising the Results of Chinese Card Recognition ..................................... 5-36

5.10.7 Personal Setting ........................................................................................... 5-37

5.11 Online Map ............................................................................................. 5-39

5.12 Getting Direction .................................................................................... 5-40

5.13 WorldCard Portable Disk........................................................................ 5-41

5.13.1 Saving Card Data to a Portable Disk ........................................................... 5-41

5.13.2 Card Data Management for Portable Disk .................................................. 5-42

Chapter 6 Scan Manager ........................................................................ 6-1

6.1 Scan Contacts ............................................................................................. 6-1

6.2 Scan business cards .................................................................................... 6-2

6.2.1 Scan and Edit business cards ........................................................................... 6-2

There may be newer versions of the software that was released during or after this product’s
manufacturing date. If the content in the User Manual differs from the on-screen interface,
please follow the instructions on the on-screen interface instead of the User Manual.

6.2.2 View business card image ................................................................................ 6-4

FAQ .................................................................................................... FAQ-1

Penpower Technology Ltd.

Software User License Agreement

You are licensed to legally use this software program (“the Software”) by Penpower
Technology Ltd (“Penpower”) under this license agreement (“The Agreement”). If you do
not agree with any of the provisions in this Agreement, please do not install, copy or use the
Software. By using the Software, you are deemed to fully understand and accept the provi­sions of this Agreement.

1. Intellectual Property

All intellectual property rights in the Software, together with all information and docu-

ments included in the packaging for the Software (including but not limited to copy-

rights), are property of Penpower, and are protected by relevant laws and regulations.

2. License to Use

You are authorized to use the Software on one (1) single computer only. You may not use

the Software on any other machines other than the said single computer.

3. Authority to Copy

The Software and all documents included with the Software, and copyright thereof, are

property of Penpower. You are licensed to make one (1) copy of the Software for your

personal backup purposes. All other acts of copying are strictly prohibited.

You may not sell, lease, dissemble, reverse engineer, copy, translate, adapt or derive the

Software, or obtain the source code of the Software by any other means. You may not use

the Software for any purposes other than those permitted under this Agreement.

4. Business Users

If you need to install or use the Software on more than one (1) computer, please contact

Penpower or our local distributor to purchase a license for the additional use.

5. Liability

You agree to indemnify Penpower against all losses, costs, debts, settlement payments or

other expenses (including but not limited to attorneys fees) arising from your breach of

this Agreement, and you agree to compensate Penpower for all of the abovementioned

damages.

6. No Warranty

Effectiveness of a packaged software in handling information is closely related to its soft-

ware and hardware environment. The Software is published following careful develop-

ment and product testing by Penpower, but Penpower is not able to conduct tests based on

all possible combinations of software and hardware environment. Therefore, Penpower is

unable to promise nor warrant that there will be absolutely no risk of loss or damage of

information, or any other kind of loss, during installation and/or execution of the Soft-

ware. You must be fully aware of your risks in using the Software.

Penpower will provide you with the Software and support services in respect of the Soft-

ware to the maximum extent permitted by law. However, Penpower does not warrant that

the Software and information included in the package of the Software contain no defects

or errors. Penpower is not liable for any indirect, special or incidental loss arising from

the Software, including but not limited to loss of prots, damage to business reputation,

cessation of work, hardware malfunction or damage, or any other commercial damage or

loss arising from commercial use of the Software.

7. Limitation of Liability and Damages

The maximum amount of compensation payable by Penpower, in respect of any damage

incurred by you for any reason under this Agreement, is limited to the amount you have

already paid to Penpower in respect of the Software.

Under no circumstances will Penpower be held liable for the possibility of loss, notwith-

standing Penpower may be aware of the possibility of such loss.

8. Prohibition Against Sublicense

You are prohibited to assign the license in respect of the Software granted to you under

this Agreement, or to grant a sublicense to another person.

9. Jurisdiction

With regards to any disputes arising from this Agreement, Penpower and you agree that

the court having jurisdiction over the business location of Penpower will be the court in

the rst instance.

10. Miscellaneous

In the event that any provision of this Agreement is found to be invalid at law, such

invalidity will not affect the validity of any other provisions, or the legal enforceability of

such other provisions.

In the event that the Software cannot be executed under conditions of normal use, due to

any damage to the original disk/s, Penpower will replace the disk/s free of charge.

Chapter 1 Product Introduction

1-1

Chapter 1 Product Introduction

Penpower WorldCard provides a total business card management solution by integrating
card recognition, management, and printing functions in a single digitizing unit to nd your
business cards at any given time.

1.1 WorldCard Series

1.1.1 WorldCard Color

The A6-sized color business card scanner is supported by PENPOWER’s BCR technol­ogy to ensure quick scan and accurate recognization of information on a color business card.
It provides 600 dpi resolution and can be used as a color scanner to scan 4x6 color photos.

Tips

• Insert a Business Card Here: Insert a card with the information side facing up and
make sure the card placed against to the left-hand side.

• Business Card Scan Button: When running WorldCard software, press the Business
Card Scan button to launch the Scan Wizard. Then insert a business card and press
Business Card Scan Button again to scan it.

• Picture Scan Button: Launch the WorldCard application, press the Picture Scan button,
and insert a picture to scan it into a JPG le.

Specication

• Dimensions: 175x75x45mm

• Weight: 216g

• Resolution: 600 dpi

• Interface: USB

• Image: Color

Insert a Business Card Here

Picture Scan Button

Business Card Scan Button

1-2

WorldCard

Tips

• Insert a Business Card Here: Insert a card with the information side facing up.

• Intuitive LED indicator: The LED indicator will blink when a card is inserted. It will
blink faster during scanning.

Specication

• Dimensions: 107x99x28mm

• Weight: 168g

• Resolution: 600 dpi

• Interface: USB

• Image: Color

1.1.2 WorldCard Ultra plus

Inherit the design concept of WorldCard Ultra, WorldCard Ultra plus help you scan

business card in the easiest way that you have never experienced.

Insert a Business Card Here Intuitive LED Indicator

Tip

WorldCard plus has the new open/close design. Be sure to open the World­Card plus card scanner before you start to scan. When the scanner is not
used, please close it to avoid dust getting into it.

Chapter 1 Product Introduction

1-3

1.1.3 WorldCard Ofce

The A8-sized gray-scale business card scanner leverages PENPOWER’s kernel technol­ogy of character recognition to identiy data on a business card, inputs them into the cor­responding eld, and creates les for management within 5 seconds.

Tips

• Insert a Business Card Here: Insert a card with the information side facing down and
make sure the card placed against to the right- hand side.

• Scan Button: When running the WorldCard application, press the Scan button to launch
the Scan Wizard. Then insert a business card and press Scan Button again to scan it.

Specication

• Dimensions: 106x53x27mm

• Weight: 73g

• Resolution: 600 dpi

• Interface: USB

• Image: Gray-scale

Insert a Business Card Here

Scan Button

1-4

WorldCard

1.2 Product Feature

• Easy Card Reader

Scanning or capturing your business cards has never been quicker or easier.

• Organize Business Cards

After scanning or capturing your business cards, WorldCard software can organize, sort,
search, add and delete any entries. Also, you can easily edit and add notes to any business
card.

• Advanced Search

Full text search to nd your contacts easily and conveniently.

• Support multiple languages

Recognize business cards in different languages, including English, French, German, Ital­ian, Dutch, Swedish, Norwegian, Danish, Finnish, Russian, Polish, Turkish, Hungarian,
Spanish(Spain and Mexico) Portuguese(Portugal and Brazil), Greek, Czech, Slovak, Tra­ditional Chinese, Simplied Chinese, Japanese, Korean and many more to come.

• Multiple Categories and Sub-Categories

Organize card information into categories and sub-categories in anyway you want.

• Print Templates

WorldCard provides various print templates. You can also easily create your own tem­plates and print contact information in different formats.

• Recognize Contacts from Other Sources

Recognize business card image les taken by digital cameras or advanced mobile phones.
It can also work with the atbed scanner.

• Data Exchange

Support synchronization/importing/exporting for Outlook, Outlook Express, Lotus Notes,
Palm, Windows Mobile, ACT! by Sage, Goldmine, Salesforce, PIM software, and World-

Card series, such as WorldCard Mac, or WorldCard Mobile versions (WorldCard Mobile
and WorldCard Contacs).

• Unicode

Unicode makes it possible to display various languages of business cards at the same time.

Chapter 2 Getting Started

2-1

1. Click Next.

Chapter 2 Getting Started

2.1 System Requirements

• Pentium III 800 CPU or above

• 512MB of RAM

• 500MB of available hard disk space

• Windows 7/Vista /XP

• USB Port

2.2 Installing Penpower WorldCard

To properly use your WorldCard

1. Install the software included in the CD.

2. Connect your WorldCard scanner to your PC.

3. Scan or capture your business cards.

2.2.1 Software and Driver Installation

To save time, Penpower has combined the installation of the hardware and software
into one easy process. To start, insert the CD into your CD/DVD ROM (if the installation
program does not start automatically, please double-click the setup.exe le on the CD).

2-2

WorldCard

2. Select I accept the terms of the license

agreement to accept the license agree-

ment. Please read the license agreement
completely.

3. Please follow the instructions in the on-

screen notice. Click Next to continue.

4. Please select the location to install the

program. The default location is c:\
Program Files\WorldCard. Click Next to
continue.

5. If you want to run the Scan Manager

when starting up the computer for quick
scanning into Outlook, Outlook Express,
Windows Contacts or ACT! directly,
click I want to execute Scan Manager
when start-up, and then click Next to
continue.

Chapter 2 Getting Started

2-3

6. Click Finish to complete installation. If

you do not want to restart now, click No,
I will restart my computer later.

Note: It may take a while to install some

WorldCard components. Please wait.

2.2.2 Launch WorldCard

After installation, please launch the WorldCard application by running the application
software under Start / All Programs /PENPOWER WorldCard / WorldCard.

2.2.3 Registration

System will ask you to register for warranty at your rst run. Please click Register now
to start registration or click Register later to skip this procedure. You can register later on
from Help/Register. If you want to choose Register later and do not need to be reminded
again, you can check Don’t show this page at startup. If you have already registered,
please click Registered, skip it.

2-4

WorldCard

2.2.4 Connecting Hardware

After installing the software, connect the USB connection of your WorldCard scanner or
business card camera to the USB port of your computer.

Note: Some computers may shut down accidentally after connection. This is due to lack of

power to support several USB devices. To avoid this problem, connect your World­Card scanner/business card camera and other USB devices to an extra-powered
USB hub.

2.3.1 Calibration

After installing the software and driver, your WorldCard scanner must be calibrated in
order to ensure perfect scanning results.

To calibrate the WorldCard Color and WorldCard Ofce scanner, please insert the blank
side of the card facing down. The WorldCard Ultra plus color scanner doesn’t need initial
calibration, but if there is any color indifference, please insert the blank side of the card fac­ing up to calibrate it. In case the calibration card is lost, please use any same size white card
for calibration.

Tip: If there is any color indifference after scanning a card, you can calibrate the scanner

by clicking Calibration on the Tool menu.

2.3 Preparation for Card Scanning

Chapter 2 Getting Started

2-5

2.3.2 Start-up Wizard

Start your WorldCard application by double-clicking the WorldCard shortcut on your
desktop. After the WorldCard application starts, the following screen will appear.

1. To start the wizard, click Next.

2. The Wizard can help you quickly choose

what you want to do:

Scan Card: Add a card to your le.

Load Card Image: Take an existing

picture of a business card and add it to

your le.

Import data: Import data from sources

such as Lotus Notes, Microsoft Outlook

and Outlook Express, PocketPC, Palm,

ACT! by Sage, Goldmine, Salesforce,

and WorldCard series, such as World-

Card windows versions, WorldCard

Mobile versions ( WorldCard Mobile and

WorldCard Contacs).

Notes: The Windows Vista version does not support importing data from Windows Con-

tacts, Pocket PC and Goldmine.

Import Old Version Data: Import the previous WorldCard le formats into your new

WorldCard File. You can select a command and click Finish to continue.

2-6

WorldCard

2.4 Online Help

WorldCard provides excellent online help info:

1. Click Help/Index to nd the user manual.

2. Click About WorldCard, you can go to Penpower Technology Ltd. ofcial website at the

left side to get more information; the hardware information is shown at the right side.

3. Also you can send e-mail to our customer service contact by pressing Send Email at the

bottom. You can open your favorite email client, copy and paste hardware information
and email to us.

Chapter 3 Overview

3-1

Chapter 3 Overview

3.1 User Interface

A: Category tab

B: Search tab

C: Card Window

D: Recycle bin

E: Add Category

D

E F G

A

H

J

C

B

I

F: Delete Category

G: Disk space used

H: Status

I: Alphabet Index

J: Connection status

3-2

WorldCard

3.1.1 Toolbar

A: Save Your Card File

B: Print Preview

C: Delete Card

D: Delete Card from Category

E: Settings

F: Mode Button

G: Scan a New Business Card

H: Scan Multiple Business Cards

I: Add a New Card from Another Picture

Source

A L M NIH

G

FEDCB J K

J: Synchronize with Outlook/PDA/Palm/

Lotus notes

K: Send Email

L: Export All Your Data and the Portable

Software to the Selected Flash Disk
or Hard Drive

M: Edit Card

N: Edit Print Template

When by Display Name is selected, the contacts will be sorted by display name. When by
Company is selected, the contacts will be sorted by company name. If the display name or
company name is not English, the contact will be put in the

group.

To choose to sort contacts by Display

Name or Company, please go to Setting

on the Tool menu and select Field Setting.
In the Alphabet Index settings section, you
can choose by Display Name or Company.

3.1.2 Alphabet Index

Chapter 3 Overview

3-3

3.2 Scan Business Cards

3.2.1 Scan Directly

To scan your business card, insert the card into your WorldCard Scanner. The scanner
scans the card immediately. The recognition result saves to the system.

Note: Insert the business card facing up into the WorldCard Color and Ultra plus scanner.

Insert the business card facing down into the WorldCard Ofce scanner. WorldCard
Color scanner has two hardware buttons. The one on the top is for scanning pictures
via the TWAIN interface, another one for scanning business cards.

Tips:

1. After scanning business cards, please check the recognition results by Editing function

for ensuring the accuracy.

2. Click the Setting arrow

and click Scan Option, or click Tool/Setting/Scan Opting
to set the recognition language. Refer to Chapter 5.10.5 for more detailed explana­tion.

3.2.2 Scan Wizard

To scan business cards, select Scan to launch Scan Wizard.

1. Under Card Style, select Single-sided or Double-sided.

2. Select the language of the card. If the card is double-sided, please select the language of
the both sides.

3. Insert the card into your WorldCard Scanner and insert the card. Then the Scanner status
area should say Ready.

3-4

WorldCard

3.2.3 Batch Scanning

To batch-scan business cards, please select

Batch Scan

from the toolbar.

With this command, you can scan many
cards easily, preview them, and then add them
to your Card File.

1. Select single or double-sided. Next, select

the languages of each side.

Note: Only cards (single-sided or double

sided) that have the same languages
chosen for each card can be batch­scanned.

2. The Scan status pane displays the status of

the scanner. Select Auto scanning if you
want the card be automatically scanned
once it is inserted. If the card does not scan
properly, click Rescan to try again. If you
want to return to the previous screen, click

Previous.

3. This screen allows you to quickly recognize

all the cards scanned during this batch.
When you are done, click Finish.

4. In the Scanner Panel area, please select:

- Auto scanning if you want the scan to automatically start when the card is inserted.

- Auto recognition after scanning if you want the card information to be automatically
added to your le. If you want to preview the scanned card image before recognition,
do not select this. If you select Double-sided, you can click Skip back side to scan
the front side only.

- Editing business card after scanning to display the Edit window when closing the
Scan Wizard.

5. After you recognize the card, the information will automatically go into the Unled category.

Chapter 3 Overview

3-5

3.4 Viewing Contacts

WorldCard provides several ways to view your contacts: List Mode, Label Mode, Im-

age Mode and Dual Mode. The default setting is List mode. List Mode is the default mode

view. To select a mode, please click View Mode on the View menu or click the Mode arrow
from the toolbar.

3.4.1 List Mode View

Contact Information List

After scanning business cards, you will see the scanned contact information list in the right

pane of the card window.

At the top of the pane, you can quickly see how many cards are in each category. For easy

organization, the dark-highlighted entries indicate cards that have not been edited or veried yet.

Click the eld name to sort the contact information alphabetically,

Besides the contact information, you can also quickly discriminate the single

and

double sided card

by their different icons.

Tip: You may select the displayed elds from the Tool menu by choosing Field Setting/

Setting.

3-6

WorldCard

Category tab

You can manage your business cards by storing them into category groups. The Category
tab is in the left pane of the card window. The All Records category and the Unled category
are the preset categories. WorldCard allows you to add as many user-specied categories and
sub-categories to manage your business cards as you choose.

3.4.2 Label Mode

Label Mode displays contact information and business card at the same time.

The contact information shows display name, company, title, ofce address, mobile phone
number

, ofce telephone number , ofce fax number , Email address and website.

When the icon appears in the right-top corner, it means the contact has a double-sided
business card image. You can click the icon to see the other side of business card image.

Chapter 3 Overview

3-7

3.4.3 Image Mode

Click the button to view the front sides of all business cards. Click the
button to view the back side of all business cards.

When the

icon appears in the right-top corner, it means the contact has a double-sided

business card image. You can click the icon to see the other side of the business card image.

3-8

WorldCard

Tip: Drag the business card image from the view modes (except List Mode) to other ap-

plications such as Microsoft Word, Excel etc.

3.4.5 Hide WorldCard Banner

To hind WorldCard Banner and can extend the management area, please click View/

WorldCard Banner.

3.4.4 Dual Mode

Dual Mode lists the scanned contact information in the upper right management pane and

displays the front and back side images of the business card in the lower right pane. You can
click the front or back side icon of the card to magnify it.

When the

icon appears in the right top corner, it means the contact has double-sided

business card image. You can click the icon to see the other side of business card image.

Chapter 4 Editing Cards

4-1

Chapter 4 Edit Cards

4.1 Edit Window Overview

The Edit window allows you to edit the information of individual business cards.

Double-click any card record in the list menu of the management pane or click the Edit

Selected Record button

on the Edit toolbar to select the Edit window, .

You may click a record and press CTRL or SHIFT key on your keyboard, and then click
another record for multiple selection.

4.2 Verify Contacts

The Edit window allows you to verify the contact information for any specic business
card. When the editing window is open for a card, the following screen will be presented
containing information relevant to the card selected from the Management window.

The Edit window may be used to edit any information on a business card and to correct
or update information as necessary for future changes of an individual contact. The features
and functions of this window are described below