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CardScan Getting Started
To transform business cards into an address book, follow these steps:
Check Requirements
• Windows 98 or later
• Pentium or later
• 64 MB RAM
• 50 MB hard disk space
• CD-ROM drive
• USB Port
Set up Scanner
Start CardScan and follow
•
the Scanner Setup Wizard.
Use Calibration Card to
calibrate scanner;
follow instructions on
Calibration Card.
Install Software
• On Windows NT, 2000 or
XP: log in as Administrator.
• Insert CD-ROM.
• Click Install and
follow onscreen
installation instructions.
Scan Cards
• Insert cards into scanner,
printed side up.
• Click Process when
scanning is complete.
Chapter
1
Connect Scanner
• Connect USB cable to
computer and scanner
USB ports. (If previously
connected, remove and
re-insert USB cable.)
Save Contacts
• Choose File→Save As, and
save the file.
• When the dialog above
appears, click OK.
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Table of Contents
Related Manuals for CardScan 600cx
Summary of Contents for CardScan 600cx
- Page 1 • Pentium or later • 64 MB RAM • 50 MB hard disk space • CD-ROM drive • USB Port Set up Scanner Start CardScan and follow • the Scanner Setup Wizard. Use Calibration Card to calibrate scanner; follow instructions on Calibration Card.
- Page 2 Cambridge, MA 02139 Tel: (617) 492-4200 Fax (617) 492-6659 Trademarks: CardScan and CardScan.Net are registered trademarks of Corex Technologies Corp. Windows is a trademark of Microsoft Corporation. All other trademarks are the property of their respective owners. Disclaimer of Warranties: Corex Technologies Corp. makes no warranty, representation or promise not expressly set forth in this agreement.
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Page 3: Table Of Contents
Before You Begin Installing and Setting Up CardScan Installing the Software Connecting the Scanner Setting Up CardScan for Your Scanner If a Previous Version is Installed Uninstalling CardScan Converting Files Created with Earlier Versions Chapter 3 Creating Your Address Book... - Page 4 Features to Organize Contacts Quickly Using Categories Adding Notes Assigning Categories and Notes to a Batch Deleting Contacts Chapter 5 Managing Your CardScan Contacts Manipulating Multiple Contacts in a File Reviewing the Status of Your Contacts Sorting Contacts Finding Contacts...
- Page 5 First-Time Setup and Synchronization Chapter 9 Synchronizing with Pocket PC® Devices Setting up ActiveSync Synchronizing Selected Files Removing Corex CardScan ActiveSync Module Chapter 10 Communicating with Your Contacts Reaching Your Contacts From Summary View Using Signature Card Enabling Signature Card...
- Page 6 Table of Contents Appendix A: CardScan Scanner Warranty Appendix B: Compliance with FCC and EC FCC Statement EC Declaration of Conformity Index Corex Technologies...
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Page 7: Data Exchange Wizard
TWAIN-compliant scanner, CardScan processes the image, and organizes the information into the correct fields of an electronic contact. As you continue scanning cards, your CardScan file is filled with contacts for you to save and use as suits your needs. For example, you can: •... -
Page 8: Manage Your Contacts As Suits You Best
• • • • • Safeguard and Access Your Contacts Remotely Save a copy of a CardScan file to a private, secure account on CardScan.Net. With your CardScan.Net-enabled file, you can: • • • Corex Technologies Email, dial contacts’ phone numbers, and visit their Web sites directly from CardScan. -
Page 9: Keep Your Contacts Up-To-Date
Service. The AccuCard Service automatically notifies you of any updates available for your contacts. The symbols indicating the status of your contacts appear in your desktop CardScan file. When it is convenient, you can review, accept, or reject the changes automatically, with a few mouse clicks. -
Page 10: Other Sources Of Information And Support
Corex Technical Support, see the cover of this book. Balloon Help Point at any feature in the CardScan window, and a balloon-help topic appears, describing the usage of the feature. For example, point at any button on CardScan’s Toolbar to get things done more quickly. -
Page 11: Chapter 2 Installing Cardscan
Chapter 2 Installing CardScan To begin using CardScan quickly, you should follow the installation and setup sequences presented in this chapter. This chapter includes: • Before you begin • Installation and setup • If upgrading from a previous version Before You Begin... -
Page 12: Installing And Setting Up Cardscan
Click Install CardScan. The CardScan InstallShield Wizard appears. Follow the Wizard’s prompts to complete the installation. On the last screen of the Wizard, check the box Launch CardScan After Installation. After a pause, the CardScan window opens, and the Scanner Set Up Wizard appears. -
Page 13: Connecting The Scanner
“Troubleshooting Tips” on page 12-1. Setting Up CardScan for Your Scanner The Scanner Setup Wizard enables you to set up CardScan to work with your scanner, to calibrate the scanner and to scan your first business card. -
Page 14: If A Previous Version Is Installed
Chapter 2 Installing CardScan If a Previous Version is Installed If you have a previous version of CardScan on your PC, you may have to do the following: Uninstalling CardScan Converting Files Created with Earlier Versions When you try to open an old CardScan file, you are prompted to convert it. -
Page 15: Chapter 3 Creating Your Address Book
Use informative names for your CardScan files, to simplify the use of your CardScan address book and make it more efficient. - Page 16 Corex Technologies On the desktop, choose Start→Programs→CardScan to open CardScan. When you open CardScan for the first time, it creates a file named “Untitled-1”. Therefore, when you scan and process the contact information, it is collected in “Untitled-1”, until you save the file with an informative name.
- Page 17 Edit view—so you can verify and edit your new contacts. Alphabet Bar To learn about the features of CardScan’s graphical interface, point at any feature in CardScan’s window. A brief description of the feature appears in the balloon help. Scanning Business Cards CardScan Getting Started...
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Page 18: Importing Contacts From Contact Managers And Pims
Importing Contacts from Contact Managers and PIMs You can import contacts into CardScan from any contact manager or PIM that can export contacts as a text file with the fields delimited by tabs or commas. To import contacts: Corex Technologies Click on the Alphabet Bar to display all contacts in the List view. - Page 19 For example, if you intend to import contacts from ACT! 4.0 or later, GoldMine 5.0 or later, Lotus Notes 4.6 or later, or Microsoft Outlook 98 or later, the Data Exchange Wizard will guide you to the CardScan Synchronization—a new feature that is more efficient than Import. See “Exchanging Data with Other Applications”...
- Page 20 Chapter 3 Creating Your Address Book 10. Click Save As Template to save the import template you created or 11. Click Import to finish importing the text file. CardScan displays the Corex Technologies In the Import dialog, each row represents a contact in the text file, and each column represents a field.
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Page 21: Creating Files And Contacts Manually
Creating Contacts by Dragging and Dropping Text from Emails and Electronic Documents You can create contacts in a CardScan file by selecting text in another application then dragging and dropping it into List view. This is useful for creating contacts from emails or electronic letters. -
Page 22: Saving Your Contacts
Before you can close your new file, you must save it. To save your file for the first time: Corex Technologies You must save a CardScan file only once. When you use it again, CardScan saves your contacts automatically! Choose File→Save As. The Windows Save As dialog appears. Note that the extension for your CardScan files is “.cdb”. -
Page 23: Chapter 4 Verifying, Editing And Organizing Your Contacts
CardScan scans and processes contact information very accurately. However, you should verify your contacts because certain inaccuracies can impair many useful functions. You can verify contact information at your convenience. As needed, CardScan reminds you about unverified contacts; for example: •... - Page 24 Chapter 4 Verifying, Editing and Organizing Your Contacts Pay attention to the symbols indicating hidden text and fields. Click to check details of name and address. Check this box when done verifying. To see the field, click example, if you click this arrow in the A opens.
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Page 25: Editing Text
Editing Text Click on incorrect information. CardScan’s SmartZoom automatically zooms in on that part of the image to help you see the details. Enter your changes. If the text is correct but in the wrong field: • Highlight the text. -
Page 26: Adding Information To Contacts
This section describes: • • Adding Phone Numbers In CardScan, each contact displays one phone and one fax number. You can add and label six more phone and fax numbers. To add a phone number: Corex Technologies If you open this dialog using Card→Check Details, the Name tab is displayed. -
Page 27: Adding Email And Web Addresses
4-4. You can add, rename, or delete labels. Also, you can use the same label for more than one number. Adding Information to Contacts Click to close additional field. , and a blank Keywords: “email”, “fax”. CardScan Getting Started... -
Page 28: Features To Organize Contacts Quickly
Chapter 4 Verifying, Editing and Organizing Your Contacts Features to Organize Contacts Quickly This section introduces: • • • Using Categories Categorize your contacts to organize and find them quickly. • • Categorizing One To categorize a contact: Contact Corex Technologies Using Categories Adding notes to contacts Automatically categorizing and adding notes during scanning... -
Page 29: Adding Notes
In List view, select the contacts you want in the same category. Use Shift+click to select adjacent contacts, Ctrl+click—nonadjacent. Choose Categories→Assign or press Ctrl+R. The Assign Categories dialog appears. Click boxes for categories to assign and click OK. CardScan assigns these categories to the selected contacts. Keywords: “categories”. Adding Notes Adding Notes to your contacts allows you to store more information in a contact;... -
Page 30: Assigning Categories And Notes To A Batch
Display the contact to delete in Edit or Summary view, or select it in List view. To delete multiple contacts, select them in List view using Shift+click or Ctrl+click. Choose Card→Delete or click window (see page 1-4). Click Yes to delete the selected contact(s). Keywords: “deleting” Keywords: “Batch”. on the Toolbar in the CardScan... -
Page 31: Chapter 5 Managing Your Cardscan Contacts
From List view you can learn a lot about the status of your contact information. The symbols next to the contacts above tell you which contacts have not been verified. Moreover, this is an example of a file that is CardScan.Net-enabled, and uses the AccuCard Service to tell you which contacts are current, require updating, or do not have a valid email address. -
Page 32: Sorting Contacts
To sort contacts by name or company, or any other field displayed, click the heading corresponding to the criterion to use. An example below shows the same file, sorted by Name and by Company. Finding Contacts CardScan helps you find contacts quickly. This section introduces: • • Finding Contacts with QuickSearch QuickSearch has two components in CardScan’s user interface:... -
Page 33: Methods To Find Groups Of Contacts
Selecting Email Addresses searches all email and Web addresses. CardScan searches all open files. File tabs appear in bold face if contacts are found in the file by a search. CardScan locates contacts that include the search text and displays them in List view. -
Page 34: Managing Duplicate Contacts
Chapter 5 Managing Your CardScan Contacts Managing Duplicate Contacts Your file may contain duplicate contacts: contacts with the same first and last names (or with no first or last name, but the same company name). This can occur, for example, if you: •... -
Page 35: Safeguarding Your Contacts Against Loss
Safeguarding Your Contacts Against Loss You CardScan address book contains very important data. To safeguard it against loss, you must back up contacts regularly. With CardScan, you can protect a file by: • Saving the file to a private, secure account on CardScan.Net, which only you can access—with your unique password... - Page 36 Chapter 5 Managing Your CardScan Contacts Corex Technologies Accept the default location for the file (C:\...\My Documents\...) or browse for a different one, and click Next. This dialog appears: Use the Backup Wizard to safeguard your contacts the way you like.
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Page 37: Chapter 6 Maximizing Your Contact Potential With Cardscan.net
“security” your password. Also, if you have a PC at work and at home, you can install CardScan on both of them. Keep a local copy of your contacts in both places. No matter where you make changes, Cardscan.Net keeps both copies up to date with each other. - Page 38 Enter the required information, make sure to read the Terms of Service and Privacy Statement before you check the Agreement box, then click Sign Up. CardScan creates your account on CardScan.Net and signs you in to the account. On the desktop, the CardScan.Net Indicator is illuminated.
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Page 39: About Cardscan.net Synchronization
The default settings for CardScan Synchronization are intended to help prevent inaccuracies and loss of data in the event some conflicting changes have been made to any contact in the local and CardScan.Net copies of the file. This section introduces the basic concepts of: •... -
Page 40: Manual Synchronization
Chapter 6 Maximizing Your Contact Potential with CardScan.Net The Conflict Detected dialog specifies the type of conflict, and asks you to choose a resolution.To apply the chosen resolution to all conflicts of this type during the current synchronization, choose the option at the bottom of the dialog. -
Page 41: Automatic Synchronization
Automatic Synchronization Automatic synchronization synchronizes changes to either copy of a CardScan.Net-enabled file whenever CardScan is running and your PC is connected to the Internet. Also, once enabled, automatic synchronization signs you in to CardScan.Net whenever you open CardScan. You can avoid being prompted to enter your password every time automatic synchronization signs you in. -
Page 42: About Accucard Service Updates
Chapter 6 Maximizing Your Contact Potential with CardScan.Net About AccuCard Service Updates If you are using the AccuCard Service, the CardScan desktop software: • • • Blank Corex Technologies Shows you the AccuCard status for your contacts (see an example below). -
Page 43: Chapter 7 Exchanging Data With Other Applications
Chapter 7 Exchanging Data with Other Applications A major benefit of CardScan is the ability to create an accurate and well- organized address book quickly and then pass new contact information on to your favorite contact manager, PIM, or PDA. The changes to your contacts at either end are “synchronized”, so that the contact data is consistent in both... -
Page 44: Cardscan Synchronization
The result is that both places contain the same information. Afterwards, when contacts are added, edited or deleted in either place, CardScan Synchronization copies just the changes, and does not create duplicate contacts. Currently, CardScan Synchronization supports: •... - Page 45 • You can configure CardScan Synchronization only with an existing CardScan file. If you do not have a CardScan file, create one by scanning a card and saving the file with a name you will use for synchronization. •...
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Page 46: Synchronizing Manually
Synchronizing Automatically Use AutoSync™ to automatically synchronize a CardScan file with another application when the data in the CardScan file changes, or on a predefined schedule, or both. Automatic synchronization can take place when neither CardScan or the other application is running. -
Page 47: Chapter 8 Synchronizing With Palm Os™ Devices
Chapter 8 Synchronizing with Palm OS™ Devices The Conduit for Palm (also referred to as “the Conduit”) enables you to synchronize a CardScan file with the contacts on Palm handheld devices, to make the contact data consistent. If you change information on the handheld, your CardScan file is updated automatically—and vice versa. - Page 48 To set up the Conduit for Palm, follow these steps: Corex Technologies If you don’t have a CardScan file to synchronize, create one and save Always synchronize with the same CardScan file. This prevents CardScan from adding, deleting, or modifying cards unintentionally.
- Page 49 If the path to the CardScan file in step 3 is not displayed or is incorrect, type or browse for the path and name of the CardScan file with which to synchronize. Click the P tab. ASSWORD If your CardScan file is password-protected, you may enter the password here so you are not prompted for it during synchronization.
- Page 50 Chapter 8 Synchronizing with Palm OS™ Devices To synchronize: Press the HotSync button on the cradle to start synchronization. The progress dialog appears. When the synchronization completes successfully, the progress dialog closes. For information about controlling duplicate contacts and troubleshooting error messages, error messages”...
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Page 51: Chapter 9 Synchronizing With Pocket Pc
Chapter 9 Synchronizing with Pocket PC The ActiveSync module enables you to synchronize a CardScan file and your Pocket PC to make the files identical. If you change information in the PDA, your CardScan file is updated automatically—and vice versa. - Page 52 Corex Technologies Tools→Options Choose . This dialog appears: Enable CardScan service, and disable any other services that synchronize the contacts on the device. You can synchronize contact information with only one service at a time. On the Sync Mode tab, select when you want synchronization to occur.
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Page 53: Synchronizing Selected Files
If the selected file is protected by a password and you want CardScan to open the file automatically every time you connect, click the password options and type in the password. Otherwise, CardScan prompts you for the password at every new connection for ActiveSync. - Page 54 Removing Corex CardScan ActiveSync Module THIS PAGE IS INTENTIONALLY LEFT BLANK. Corex Technologies...
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Page 55: Chapter 10 Communicating With Your Contacts
• Using Signature Card in your Microsoft Outlook emails Keywords: “summary view” Reaching Your Contacts From Summary View When a contact is displayed in CardScan’s Summary view, just a click of the mouse will: • Open a pre-addressed email message. -
Page 56: Using Signature Card
Choose to scan your business card or to include an existing image from a CardScan file, click Next, and follow the Wizard to complete your Signature Card. The wizard can include an existing image only from an active CardScan file. Therefore, activate the CardScan file first, and then start the wizard. Keywords: “signature”. -
Page 57: Chapter 11 Printing
Chapter 11 Printing CardScan includes the Print Wizard to help you use various options for the appearance of your printed information. For example, your printed pages can look like the pages of specific personal organizers, address labels, etc. You can also create your own formats for your special projects. -
Page 58: Starting The Print Wizard
Chapter 11 Printing Starting the Print Wizard 11-2 Corex Technologies Choose File→Print. The following dialog appears. Select cards and follow the Wizard to print your contacts the way you like. Keywords: “print”. -
Page 59: Chapter 12 Troubleshooting And Support
When connecting the scanner, its light does not turn on The scanner may be defective. Please contact Technical Support (see “Technical Support” on page 12-3). When connecting the scanner, its light flashes and then turns off Try the following actions: • Make sure the USB cable is connected properly. -
Page 60: Cards That Are Difficult To Read
A technique that may work for you is to push the card gently into the scanner using one or two fingers positioned near the center of the card. -
Page 61: Error Messages
Restart Windows. Install the CardScan software. Connect the scanner again. “Could not find the scanner” This error message may be caused by two different problems. for detailed problem-solving instructions, please visit www.cardscan.com/support. Technical Support North Tel: 617-492-4200 Fax: 617-492-6659 http://www.cardscan.com/nasupport... -
Page 62: Other Countries
Chapter 12 Troubleshooting and Support Germany United Kingdom Other Countries Please contact your local reseller. To find your local reseller, visit www.cardscan.com. 12-4 Corex Technologies Tel: +49 (0) 2203 9113331 Fax: +49 (0) 2203 9113390 http://www.cardscan.com/wwsupport Tel: +49 (0) 2203 9113332 Fax: +49 (0) 2203 9113390 http://www.cardscan.com/wwsupport... -
Page 63: Appendix A: Cardscan Scanner Warranty
Corex will replace the unit without charge, subject to the conditions and limitations stated herein. Corex reserves the right to ship a remanufactured scanner as a replacement. In no way will the customer be entitled to new software as part of the warranty. - Page 64 Appendix A: CardScan Scanner Warranty THIS PAGE IS INTENTIONALLY LEFT BLANK. Corex Technologies...
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Page 65: Appendix B: Compliance With Fcc And Ec
To comply with part 15 of FCC rules, you must use the cable provided with the scanner. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and... - Page 66 600c Year of Manufacture: Applicable Directives: Applicable Standards: Type Examination Certificate Corex Technologies CardScan 600c scanner and power supply. Information Technology Equipment 100-240 VAC, 50-60 Hz, 30VAMAX 2001 73/23/EEC & 93/68/EEC Low Voltage Directive 89/336/EEC, EMC Directive EN60950 EN55022:1994 including A1:1995...
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Page 67: Index
Index AccuCard Service on CardScan.Net 1-3, 6-1 symbols in CardScan files 5-1 Updates 6-6 ActiveSync see Pocket PC Adding email addresses 4-4 notes 4-7 phone numbers 4-4 web addresses 4-4 Address adding 4-4 adding email and web 4-5 checking details 4-3... - Page 68 Copying contact information from emails 3-7 data with Data Exchange Wizard 3-5 earlier versions of converted files 2-4 files to CardScan.Net 1-2 in Edit view, drag and drop 4-3 Creating address book 3-1 contacts 3-1 contacts by dragging and dropping 3-1...
- Page 69 CardScan 2-1 synchronizing with CardScan 8-1 Palm organizers HotSync Progress dialog 8-4 Passwords options for ActiveSync connection 9-3 setting in CardScan Conduit 8-3 to access account on CardScan.Net 1-1 to access CardScan.Net account 6-5 defined 1-1 getting contacts into 1-2...
- Page 70 Setup Wizard 2-2 TWAIN-compliant 1-1 TWAIN-compliant, guidelines 2-3 warranty A-1 Scanning back of card 1-1 preferences 3-1 with a CardScan 600c or 600cx 3-1 with TWAIN-compliant scanners 1-1 Searching for contacts 5-2 for duplicate contacts 5-3 for groups of contacts 5-3...
- Page 71 Europe 12-3 Templates creating for Import 3-6 Troubleshooting tips and support information 12-1 TWAIN-compliant scanners guidelines for using 2-3 using with CardScan 1-1 Uninstalling CardScan software 2-4 port for scanner 2-1 Verifying and editing contacts 4-1 checking details 4-3...
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