Penpower WorldCard Series, User Manual

Page 1: ...PENPOWER WorldCard User Manual Version 6 5 Edition 4 Release August 2011...

Page 2: ...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 On...

Page 3: ...k 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...

Page 4: ...ange 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 Define Field 5 35 5 10 5 Scan Option 5 36 5 10 6 Revising...

Page 5: ...eased 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...

Page 6: ...e 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...

Page 7: ...u 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 l...

Page 8: ...esolution 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 le...

Page 9: ...lution 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 neve...

Page 10: ...gement 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 W...

Page 11: ...l Chinese Simplified 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 Template...

Page 12: ...erly 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...

Page 13: ...een 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 whe...

Page 14: ...ion 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 first run Please click Register no...

Page 15: ...ng the software and driver your WorldCard scanner must be calibrated in order to ensure perfect scanning results To calibrate the WorldCard Color and WorldCard Office scanner please insert the blank s...

Page 16: ...picture of a business card and add it to your file Import data Import data from sources such as Lotus Notes Microsoft Outlook and Outlook Express PocketPC Palm ACT by Sage Goldmine Salesforce and Wor...

Page 17: ...ard you can go to Penpower Technology Ltd official 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 servi...

Page 18: ...w 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 C...

Page 19: ...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 selecte...

Page 20: ...nterface 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 c...

Page 21: ...can 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 t...

Page 22: ...usiness 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 organizatio...

Page 23: ...s 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...

Page 24: ...ont 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 Y...

Page 25: ...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...

Page 26: ...ur 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 specific business card When the editing window...

Page 27: ...4 2 WorldCard Note You can double click on the business card image to see a bigger image or back to original view Enlarge...

Page 28: ...tional categories are also available The Personal Information pane displays personal information about your contact which is not retrieved from your contacts business card The Notes pane stores displa...

Page 29: ...ter clicking the Partially Select and Recognize you can use the mouse to select the specific area that contains the correct data After selecting the area select the appropriate field for the informati...

Page 30: ...card and the text on the card This adjustment is useful when the business card image is blurred or the contrast between the text and the background of the card is not sufficient for correct recogniti...

Page 31: ...is cor rect click Yes in the dialog box The data outside of the selection box will be changed to white 4 3 4 Fine Rotating The Fine Rotate command is used to correct the horizontal positioning of a c...

Page 32: ...ation Should you need additional fine adjustment of the card image click the Fine Rotate button required The rotation angle is selectable from a pulldown menu 4 3 6 Rescanning Card If a card is scanne...

Page 33: ...t region for the language You may use the Auto detection feature in the geographic region selection If the card is double sided select the Both Sides command to recognize each side You may then procee...

Page 34: ...e different display percentage of the business card image 4 4 1 Saving Card Image If the displayed card image is clear and the information legible the card image can be saved as a jpg file by clicking...

Page 35: ...4 10 WorldCard...

Page 36: ...ies on the management page the All Records category and Unfiled category You can add as many user specified categories and sub categories as you choose to manage your business cards Note WorldCard Mob...

Page 37: ...ill appear in the right pane of the Management window To send email to the group click the Email button WordCard will add the email addresses of the group members into your default email software Also...

Page 38: ...box appears Select the appropriate card as the front side of the merged card entry and press OK This action will merge the cards into one entry Separating double sided cards into two distinct card en...

Page 39: ...manually without a business card on the File menu in the Management window click New Empty Card This will open the Editing window In the Editing window manually select each category for your new cont...

Page 40: ...ative image source click the Image Source icon and select the appropriate image source either Photo File or Twain Scanner 5 4 2 Twain Scanner Card entries may also be uploaded through any TWAIN compli...

Page 41: ...ts permanently by clicking the Delete button or resotre the contacts by clicking the Restore button The system will identify the business card area automatically Recognized cards will appear within re...

Page 42: ...word or a group of key words separated by a blank space in the Search box and click the Search button The Search pane will update displaying the results as in the following picture In the left pane th...

Page 43: ...menus Please also note that the Search Criteria options include the AND operator and the OR operator You may use these operators to further define your Advanced Search The AND operator defines that yo...

Page 44: ...efly displays in the middle of the Management window showing the progress of the search After all records have been scanned the Search Results pane displays the same display name entries as shown Afte...

Page 45: ...a backup file by using Save as On the File menu click Save As WorldCard database files are stored in the wcf format No other format options are available After you have named your file accordingly cl...

Page 46: ...is selected the password option is available for you to enter your appropriate password options Note Protect and safeguard your password WorldCard does not offer a password recov ery option If you fo...

Page 47: ...ur WorldCard software on the File menu click Print Preview and the Print Preview pane appears At the Print Preview pane you can select several Print Preview Template Classes from the Template Class me...

Page 48: ...o choose print fields you can drag the field into the template editing area Note WorldCard s attentive categorizing function makes it flexible on Editing Print Tem plates such as you can add City Zip...

Page 49: ...e please refer 5 9 4 WorldCard Data Exchange Compatibility List 1 Select a card or a group of cards by selecting the specific card s in the WorldCard Management window as shown in the following pictur...

Page 50: ...zard dialog box to select the export domain Then click Next 2 On the File menu click Export The Export Wizard dialog box appears as previously displayed in the section Take the Outlook Express applica...

Page 51: ...xport process is completed you can view the Details page as shown in the following picture by clicking De tail 2 If the export destination is Microsoft Outlook you can click Change Out look Contact fo...

Page 52: ...each card or none To close the Details dialog box click OK This will return you to the Export Wizard status dialog box as seen previously in this section 7 To complete the Export process click Accept...

Page 53: ...nd saved as wcxf format which can be shared by all WorldCard Series products via email or iTunes File Sharing 1 Select the contacts which you want to export Click File Export function from the menu Se...

Page 54: ...o export And then click Next 4 After exporting is completed click Finish to close the Export Wizard dialog box 3 If you have chosen to continue with the Export function choose the directory to export...

Page 55: ...Select WorldCard series data exchange files and follow the importing process to import the wcxf file into WorldCard Step1 Open email with a wcxf file and tap the wcxf file Select Open In Step2 Select...

Page 56: ...ection of iTunes Notes iTunes File Sharing requires 1 iTunes version 9 1 or later 2 Mac OS version 10 5 8 or later 3 iPhone iOS version 4 or later step 2 Select the Apps tab and scroll down to the bot...

Page 57: ...a immediately step 5 Return to your iPhone Choose WorldCard Mobile on your iPhone and select Settings Import from iTunes file sharing step 6 Tap wcxf file that you want to import into WorldCard Mobile...

Page 58: ...your WorldCard database Note The example displays import data from Microsoft Outlook Express us ing Windows XP 3 Click Next in the Import Wizard dialog box The next dialog box appears For the support...

Page 59: ...to close the Import Wizard You will find that your imported records have been added to the bottom of the cards listed in All Records category Tips 1 When the Import process is completed you can view...

Page 60: ...dCard series product such as WorldCard Mobile for iPhone or WorldCard Contacts for iPhone WorldCard will import the wcxf file which is compatible with all WorldCard Series products 2 Click Browse to s...

Page 61: ...window will appear to ask whether you want to import category or not Click Yes to import categories or vice versa 5 The new contacts should appear in the Browse pane 4 Please click Finish to complete...

Page 62: ...d Data Exchange Compatibility List 2 Select the application Take Outlook Express for example that you desire to synchronize with your WorldCard database by clicking Next The Sync Wizard Status and Inf...

Page 63: ...ynchronize In the Status pane you can see that there is a difference between the Outlook Express database and the WorldCard database The Information pane shows all actions that have been completed at...

Page 64: ...ill be taken to synchronize the two databases from the Details dialog box To view the Details dialog box click Detail The Details dialog box appears From the Details dialog box you can click Select al...

Page 65: ...you are sure to synchronize now please click Yes If you want to synchronize the contacts on both side but don t want to delete contacts please click No to return to the Sync Wizard In Sync Wizard ple...

Page 66: ...7 or later Standard Premium for Workgroups v v ACT 2009 or later Goldmine v6 50 v WorldCard Export Item Windows XP Windows 7 Vista 32 Windows 7 Vista 64 Lotus Notes v6 5 v8 5 v v v Microsoft Outlook v...

Page 67: ...t Outlook v v v Microsoft Outlook Express v Microsoft Pocket PC Contacts v3 x v4 x and Mobile 5 6 v v Palm Desktop v4 1 2 or later v v v Salesforce v v v ACT 2007 or later Standard Premium for Workgro...

Page 68: ...1 Export Option To configure the Export options open the Setting dialog box page as described in the preceding section of this chapter The Setting Export dialog box displays with ALL options selected...

Page 69: ...software you will find Field Accordance You may click to set the field accordance between WorldCard and PIM software for importing exporting and synchronizing Note Conflict means after previous Synchr...

Page 70: ...the field from your WorldCard screen views You may also set field options from the available options on the right side of the Field Display window Once you have com pleted your changes click Apply to...

Page 71: ...ognized to lowercase letters Click Apply for the settings to take ef fect WorldCard software has optical character recognition OCR capabilities designed to work specifically with Chinese characters To...

Page 72: ...ection function To setup the Presonal Setting options open the Setting dialog box and then click the Presonal Setting tab Presonal Information Click the Presonal Information button to input general In...

Page 73: ...by the default email application If you set the notice contacts already the system will add the email addresses of the contacts to the receivers Set the Notice Contacts Click the Set the Notice Conta...

Page 74: ...the Display map of Address menu will appear Click on the address you want search will lead you to online map automatically 1 Select the contact then click Run Display map of Address You can select the...

Page 75: ...ress as the start location you can preset your address in the Personal Settings and skip step 1 Please refer to 5 10 7 Personal Setting for details 2 Right click on another contact and select Get dire...

Page 76: ...Portable Disk Note WorldCard does not provide a flash disk To save your WorldCard database to a portable disk at the Management window click the Export to Flash Disk button The Flash Disk dialog box d...

Page 77: ...der The following directory appears Double click on the WorldCard_M application as highlighted in the above WorldCard will display the MiniDrvWCard wcf Read only mode as shown in the picture below In...

Page 78: ...see the Scan Manager icon at the lower right corner on your taskbar Click it and select the desired software Microsoft Outlook Outlook Express Win dows Contacts or ACT Whenever you click the software...

Page 79: ...you use the scanner for the first time Whenever there is color difference after scanning the card you can calibrate the scanner by clicking Calibration 2 Editing Recognition Language Select the langu...

Page 80: ...ced editing Select Advanced editing to edit contact data before exporting them into address book It is recommended that you select Advanced editing to edit contact data before exporting contact data i...

Page 81: ...card Note If WorldCard exports business card images into a user defined field of ACT you may configure the settings of ACT to view the images Note WorldCard does not support viewing business card ima...

Page 82: ...v6 0 or later to back up files Q How can I protect my business card files from being opened by other persons with out my permission A On the File menu click File encryption to encrypt files Other per...

Page 83: ...WorldCard...

Page 84: ...ection against harmful interference in a residential energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no...