cardscan getting started chapter 1...1 cardscan getting started chapter to transform business cards...

1Chapter 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

Install Software • On Windows NT, 2000 or

XP: log in as Administrator.• Insert CD-ROM.• Click Install and

follow onscreen installation instructions.

Connect Scanner• Connect USB cable to

computer and scanner USB ports. (If previously connected, remove and re-insert USB cable.)

Set up Scanner• Start CardScan and follow

the Scanner Setup Wizard. Use Calibration Card to calibrate scanner; follow instructions on Calibration Card.

Scan Cards• Insert cards into scanner,

printed side up.• Click Process when

scanning is complete.

Save Contacts• Choose File→Save As, and

save the file.• When the dialog above

appears, click OK.

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http://www.manualslib.com/

1Copyright © 2003 Corex Technologies Corp. All rights reserved worldwide. This guide is protected by federal copyright law. No part of this guide may be reproduced or distributed, transcribed, stored in a retrieval system, translated into any spoken or computer language or transmitted in any form or by any means whatsoever without the prior written consent of:

Corex Technologies Corporation810 Memorial DriveCambridge, MA 02139Tel: (617) 492-4200Fax (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. Corex Technologies Corp. disclaims and excludes any and all implied warranties of merchantability, title, or fitness for a particular purpose. Corex Technologies Corp. does not warrant that the software or documentation will satisfy your requirements or that the software and documentation are without defect or error or that the operation of the software will be uninterrupted.

LIMITATION OF LIABILITY: Corex Technologies Corp.’s aggregate liability, as well as that of the authors of programs sold by Corex Technologies, arising from or relating to this agreement or the software or documentation is limited to the total of all payments made by or for you for the license. This limited warranty gives you specific legal rights. You may have others which vary from state to state. Some states do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to you.



Table of Contents

CardScan Getting Started i

Chapter 1 Welcome to CardScan! CardScan Features..................................................................... 1-1

Perform Basic Tasks ................................................................... 1-1Manage Your Contacts as Suits You Best ....................................... 1-2Safeguard and Access Your Contacts Remotely ............................... 1-2Keep your contacts up-to-date ...................................................... 1-3

About This Guide and Other User Resources ........................................ 1-3Other Sources of Information and Support ...................................... 1-4

Chapter 2 Installing CardScan Before You Begin ....................................................................... 2-1 Installing and Setting Up CardScan ................................................... 2-2

Installing the Software ................................................................. 2-2Connecting the Scanner .............................................................. 2-3Setting Up CardScan for Your Scanner ........................................... 2-3

If a Previous Version is Installed ....................................................... 2-4Uninstalling CardScan ................................................................ 2-4Converting Files Created with Earlier Versions ................................. 2-4

Chapter 3 Creating Your Address Book Scanning Business Cards.............................................................. 3-1 Importing Contacts from Contact Managers and PIMs ..................................................... 3-4 Creating Files and Contacts Manually ................................................. 3-7 Creating Contacts by Dragging and Dropping Text from Emails and Electronic Documents .......................................... 3-7 Saving Your Contacts................................................................... 3-8

Chapter 4 Verifying, Editing and Organizing Your Contacts

Why and When to Verify Contacts ..................................................... 4-1 Features That Make Verifying Simple ................................................. 4-1

Using Edit View ......................................................................... 4-1Editing Text ............................................................................... 4-3Checking Details of Names and Addresses ..................................... 4-3



Table of Contents

ii Corex Technologies

Adding Information to Contacts ........................................................ 4-4Adding Phone Numbers .............................................................. 4-4Adding Email and Web Addresses ................................................. 4-5

Features to Organize Contacts Quickly ............................................... 4-6Using Categories ....................................................................... 4-6Adding Notes ............................................................................ 4-7Assigning Categories and Notes to a Batch ..................................... 4-8

Deleting Contacts....................................................................... 4-8

Chapter 5 Managing Your CardScan Contacts Manipulating Multiple Contacts in a File ............................................... 5-1

Reviewing the Status of Your Contacts ........................................... 5-1Sorting Contacts ........................................................................ 5-2

Finding Contacts........................................................................ 5-2Finding Contacts with QuickSearch ............................................... 5-2Methods to Find Groups of Contacts .............................................. 5-3

Managing Duplicate Contacts.......................................................... 5-4 Finding Duplicate Contacts............................................................. 5-4 Safeguarding Your Contacts Against Loss ............................................ 5-5

Backing Up Your Contacts ........................................................... 5-5

Chapter 6 Maximizing Your Contact Potential with CardScan.Net

Getting Started with CardScan.Net .................................................... 6-1 About CardScan.Net Synchronization ................................................. 6-3 Conflict Resolution...................................................................... 6-3 Manual Synchronization................................................................ 6-4

Synchronizing One File ............................................................... 6-4Synchronizing All Files ................................................................ 6-4

Automatic Synchronization ............................................................. 6-5 About AccuCard Service Updates ..................................................... 6-6



Table of Contents

CardScan Getting Started iii

Chapter 7 Exchanging Data with Other Applications Data Exchange Wizard ................................................................. 7-1 CardScan Synchronization............................................................. 7-2

Synchronizing Manually .............................................................. 7-4Synchronizing Automatically ......................................................... 7-4

Chapter 8 Synchronizing with Palm OS™ Devices First-Time Setup and Synchronization................................................. 8-1

Chapter 9 Synchronizing with Pocket PC® Devices Setting up ActiveSync .................................................................. 9-1 Synchronizing Selected Files .......................................................... 9-3 Removing Corex CardScan ActiveSync Module ...................................... 9-3

Chapter 10 Communicating with Your Contacts Reaching Your Contacts From Summary View ...................................... 10-1 Using Signature Card ................................................................. 10-2

Enabling Signature Card ............................................................10-2Disabling Signature Card ............................................................10-2

Chapter 11 PrintingSelecting contacts to print ........................................................... 11-1Starting the Print Wizard ............................................................. 11-2

Chapter 12 Troubleshooting and Support Troubleshooting Tips .................................................................. 12-1

General ...................................................................................12-1Cards that are difficult to read ......................................................12-2Error messages ........................................................................12-3

Technical Support ..................................................................... 12-3



Table of Contents

iv Corex Technologies

Appendix A: CardScan Scanner Warranty

Appendix B: Compliance with FCC and EC FCC Statement ......................................................................... B-1 EC Declaration of Conformity .......................................................... B-1

Index



CardScan Features

CardScan Getting Started 1-1

Chapter 1 Welcome to CardScan! CardScan is an electronic address book that scans and stores business-card information. After scanning a business cards, using a Corex or 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:

• Create a CardScan address book, and manage your contact information using CardScan. For an extensive introduction, see “Creating Your Address Book” on page 3-1.

• Use the Data Exchange Wizard to help you get your contacts from CardScan into your favorite contact manager, personal information manager (PIM), or personal data assistant (PDA). For an extensive introduction, see “Exchanging Data with Other Applications” on page 7-1.

• Save copies of your CardScan files to a secure, private account on CardScan.Net—and have a guaranteed backup as well as access to your contacts from anywhere, using your password and a web browser. For an extensive introduction, see “Maximizing Your Contact Potential with CardScan.Net” on page 6-1.

The following is a summary of CardScan features.

CardScan FeaturesCardScan features are designed to suit the needs of both the novice and experienced users. These features allow you to:

• Perform basic tasks.• Manage your contacts as suits you best.• Safeguard and access your contacts from anywhere.• Keep your contacts up to date.

Perform Basic Tasks

• Create an address book by scanning business cards into CardScan and saving the file.

• Verify and edit contacts.• Add notes and assign categories to individual contacts or a group of

contacts.• Scan the back of a card to include its image in the existing contact.• Drag and drop contacts from one CardScan file to another or from

CardScan to another application—and vice versa.• Find contacts with Categories and QuickSearch.



Chapter 1 Welcome to CardScan!

1-2 Corex Technologies

1• Email, dial contacts’ phone numbers, and visit their Web sites directly

from CardScan.• Display a MapQuest-generated map of a contact’s address.• Include your SignatureCard in your Microsoft Outlook email. • Add new contacts by scanning, or typing, or dragging and dropping text

from emails and electronic documents, or by dragging and dropping vCards.

Manage Your Contacts as Suits You Best

CardScan enables you to quickly get contacts into other applications, such as your favorite contact manager, personal information manager (PIM), or personal data assistant (PDA). The data-exchange features of CardScan include:

• The CardScan Data Exchange Wizard to help you pick the method that suits you best

• CardScan Synchronization to exchange contact information between CardScan and your favorite, supported contact manager or PIM, and keep consistent address books

• The Export Wizard to export contact information to a text file• Transfer from CardScan to contact managers and PIMs, including Palm

OS Desktop• Synchronization with PDAs, such as Palm OS™ handhelds and Pocket

PC® devices

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:

• Have a guaranteed backup in your CardScan.Net account. • Access your contacts from anywhere, with a web browser and your

password. • Make changes to the file on your PC or on CardScan.Net, and CardScan

will keep it synchronized, so the copies on your PC and in your CardScan.Net Account are identical.



About This Guide and Other User Resources


Keep your contacts up-to-date

If your file is CardScan.Net-enabled—in other words, has a copy on CardScan.Net—you can keep your contacts up-to-date using the AccuCard 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.

About This Guide and Other User ResourcesThis User’s Guide is intended to introduce CardScan’s features and to help you locate:

• Features you might use the most and• Detailed descriptions of each feature in the Online Help

Each section in this Guide includes keywords for you to use when searching the Help Index for more information. To use keywords:1. Look for the symbol .2. Choose Help→Search for Help on, and type one keyword at a time, or

scroll down the list in the Index and click the keyword. If you would like to browse the help as you would a book, open it at the Table of Contents. You can do this using any of the following methods:

• Press the F1 key on your keyboard.• Click the button on CardScan’s Toolbar (see page 1-4).• Choose Help→Contents in CardScan window.

The following are conventions used in this Guide:

“Attention! Read carefully.”

“Here is a TIP for you!”

“To find more information, choose Help→Search for Help on, and use the following keywords.”

“NOTE:”



Chapter 1 Welcome to CardScan!


1 Other Sources of Information and Support

There are several other sources of CardScan information and support, all accessible from the CardScan Help menu.Choose Help→View ReadMe to view important information unavailable at the time the printed documentation was published. Choose Help→View User’s Guide to view a printable version of this Guide, in the PDF format.Choose Help→Technical Support to contact our Technical Support. For more directions to Corex Technical Support, see the cover of this book. Balloon HelpPoint 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.

Glossary of TermsThe Glossary is included in the Online Help, listed at the top of the Table of Contents.Visit Corex Web site at www.cardscan.com for:

• Technical Support Knowledge Base, at www.cardscan.com/support/• The PDF document “Using CardScan with Other Scanners”, containing

detailed guidelines for users of TWAIN-compliant scanners• Product and compatibility information• Software and other updates



Before You Begin


Chapter 2 Installing CardScanTo 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 BeginBefore you begin to install the CardScan software, do the following:1. Make sure you have the following:

• Windows 98 or later• Pentium processor or later• 64 MB of RAM• 50 MB free hard disk space for a minimum installation and 110 MB for a

full installation • CD-ROM drive• USB port for scanner connection• Modem for autodialing (optional)• Windows-compatible network for multiple users• Mouse, or other pointing device, recommended

2. If running Windows 2000, Windows NT, Windows XP, or later, log on as Administrator or to an account with Administrator privileges.

3. Locate your software serial number in the CD-ROM package.4. To use CardScan with Palm or Pocket PC devices, install the desktop

software for these devices before installing CardScan.Keywords: “Palm”, “Pocket PC”

5. If upgrading from a previous version, see “If a Previous Version is Installed” on page 2-4.



Chapter 2 Installing CardScan


1 Installing and Setting Up CardScan To install and set up CardScan, you must follow these steps:1. Install the software.2. Connect the scanner.3. Set up CardScan to work with your scanner.

Installing the SoftwareTo install the software: 1. Insert the CardScan CD-ROM. The Autorun screen appears.2. Click Install CardScan. The CardScan InstallShield Wizard appears.3. 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.

Before proceeding with the setup, you must connect your scanner, as follows.



Installing and Setting Up CardScan


Connecting the ScannerThe following procedure is for CardScan 600 scanners. For any other

scanners, see the scanner documentation. To connect a 600 scanner:

• With the included cable, connect the scanner’s USB port to the USB port on your PC.

• If your scanner includes an AC adapter, connect the AC adapter to the scanner and plug the adapter into a power outlet.

The scanner’s light comes on red, then changes to solid green. If the light is not solid green, see “Troubleshooting Tips” on page 12-1.

Setting Up CardScan for Your ScannerThe 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.

To start the Scanner Setup Wizard any time, choose Tools→Scanner Setup Wizard.

1. On the Scanner Setup Wizard, choose the option Yes, my scanner is connected and click Next.

2. On the Select Scanner Type screen, select your scanner, and follow the Wizard to detect, calibrate, and test your scanner.

For guidelines on using TWAIN-compliant scanners with CardScan, search the Online Help on “TWAIN”. Also, visit www.cardscan.com to obtain a PDF document “Using CardScan with Other Scanners”.



Chapter 2 Installing CardScan


1 If a Previous Version is InstalledIf you have a previous version of CardScan on your PC, you may have to do the following: 1. Disconnect the scanner.2. Uninstall the existing Cardscan software.3. Install the new CardScan software (see page 2-2).4. Reconnect the scanner (see page 2-3).5. Set up CardScan to work with your scanner (page 2-3).

Uninstalling CardScan

The following procedure removes CardScan software from your hard drive. It does not remove your contact files.

1. If running Windows 2000, Windows NT, Windows XP, or later, log on with administrator privileges.

2. Choose Start→Settings→Control Panel. The Windows Control Panel dialog appears.

3. Double-click Add/Remove Programs, select CardScan from the list of programs, and click Remove. The InstallShield Wizard appears.

4. Follow the InstallShield Wizard to uninstall the CardScan software.

If you have been using a Palm device, you should exit and restart HotSync Manager after uninstalling CardScan.

Converting Files Created with Earlier VersionsWhen you try to open an old CardScan file, you are prompted to convert it. Once converted, a file cannot be opened by an earlier version of CardScan. Therefore:

• CardScan saves a backup copy in the CardScan directory.• If you choose to delete the backup files, make sure you are using a full

(not trial) version of CardScan.



Scanning Business Cards


Chapter 3 Creating Your Address BookCardScan’s features (see “CardScan Features” on page 1-1) represent all essential attributes of an electronic address book, where information is accurate, manageable, safe, and can be utilized with a few clicks of the mouse (for example, the ability to email your contacts or display the MapQuest-generated map of an address, or dial phone and FAX numbers). If you keep your contacts in several files, CardScan’s ability consistently to organize files allows you to use any number of files simply as specific sections of the same address book.

Use informative names for your CardScan files, to simplify the use of your CardScan address book and make it more efficient.

There are several ways to create and expand your address book. These include:

• Scanning business cards (in this chapter)• Importing files from other applications (in this chapter)• Creating new files and contacts manually (in this chapter)• Dragging and dropping text from emails and electronic documents (in this

chapter)• Dragging and dropping vCards into CardScan ( Keywords: “drag”)• Saving a file

Scanning Business CardsScanning is the quickest way to create a file in your address book.

The following describes how to scan business cards with CardScan 600 scanners, using the default settings (color scanning and

automatic detection of cards). If you are using a different scanner, see your scanner documentation. Also, you can change the scan preferences.

Keywords: “scanning”, “preferences”



Chapter 3 Creating Your Address Book


1To begin scanning business cards:1. 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.

2. Insert a card in the scanner, with the front side facing up. The card is pulled through, and the Scanning Options dialog appears.



Scanning Business Cards


This dialog allows you to:• Process the saved image(s) to transform them into contacts.• Use Batch Options to assign the same notes and categories to all

cards scanned continually. When processed, all the contacts in the batch contain identical notes and belong in the same category.

Keyword: “Batch.” • Click Close to save the scanned images without transforming them

into contacts.3. Scan a few more cards, and click Process.

CardScan processes the image(s), closes the Scanning Options dialog, and displays the contact scanned last in Edit view—so you can verify and edit your new contacts.

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.

Alphabet Bar





14. Click on the Alphabet Bar to display all contacts in the List view.

All new contacts are marked with ?, which indicates that they have not been verified (see “Why and When to Verify Contacts” on page 4-1). The red flag next to the question mark is the AccuCard Service Updates indicator. For more information on the AccuCard Service, see “About AccuCard Service Updates” on page 6-6.

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:1. Open the file in the source application.2. Follow the instructions provided with the application to save or export the

information to your hard disk as a text file delimited by tabs or commas.

Unverified contact

AccuCard Service Updates



Importing Contacts from Contact Managers and PIMs


3. Start CardScan and choose File→Data Exchange→Import. This dialog appears:

The Data Exchange Wizard is a feature to help you pick the best way to copy data between CardScan and other applications. 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” on page 7-1.

4. If you prefer to import your contacts, choose No, I want to Import. The Import file dialog (the standard Window’s Open dialog) appears.

5. Select the text file saved in step 2 and click Open. After a pause, the Import dialog appears:

Use the scroll bar to see additional columns.

Click to view the drop-down list of standard and saved import templates.





1In the Import dialog, each row represents a contact in the text file, and each column represents a field.

If the file contains more than four columns, use the scroll bar to see the additional information.

Initially, all contacts are selected. To import only certain contacts, select them. Use Shift+click or Ctrl+click to select multiple contacts.

6. If the columns don't look aligned, change the DELIMIT BY option to TAB.7. To import using a predefined template, choose it from the IMPORT

TEMPLATES dropdown list and go to step 11.To create your own import template, go to step 8.

8. For each column, use the dropdown list at the top of the column to indicate the CardScan field into which to put the information.

9. To omit a column, choose [ignore]. To import a column that does not have a corresponding CardScan field, choose Notes or Other (near the bottom of the list).

10. Click Save As Template to save the import template you created or modified.

11. Click Import to finish importing the text file. CardScan displays the imported contacts in List View.



Creating Files and Contacts Manually


Creating Files and Contacts ManuallyTo create a file manually:1. Choose File→New. An Untitled file opens.2. Save the file as described in “Saving Your Contacts” on page 3-8.To create a contact manually:1. Click the button on the Toolbar. A blank contact appears in Edit view.2. Type contact information in the appropriate fields. If the file has been

saved before, CardScan saves the new contact automatically. If the file has not been saved before, save it as described in “Saving Your Contacts” on page 3-8.

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.To add a contact to a CardScan file:1. Open a CardScan file and display it in List view.2. Open the other application, and size the windows to see both

simultaneously.3. In the other application, highlight the text to copy.4. Hold the mouse button down and drag the highlighted information to List

view in CardScan. Release the mouse button.The new contact appears in CardScan.

If the selected text contains blank lines, CardScan creates multiple contacts. To avoid this, remove the blank lines before dragging the text into CardScan.





1 Saving Your ContactsBefore you can close your new file, you must save it.

You must save a CardScan file only once. When you use it again, CardScan saves your contacts automatically!

To save your file for the first time:1. Choose File→Save As. The Windows Save As dialog appears. Note that

the extension for your CardScan files is “.cdb”.2. Type a name for your file and click OK. This dialog appears:

The default choice in this dialog offers you the benefits of a private, secure account on CardScan.Net, which only you can access—from anywhere—with a browser and unique password. This keeps your contacts at your fingertips, with a guaranteed backup on CardScan.Net. Click the button About CardScan.Net to open the topic in the Online Help.

3. Click OK to save your contacts on CardScan.Net, and follow the instructions in “Maximizing Your Contact Potential with CardScan.Net” on page 6-1.OR Choose one of the two remaining options, and click OK to save the file only locally (that is, on your PC).



Why and When to Verify Contacts



This chapter describes:• Why and when to verify contacts• Features that simplify verifying and editing• Adding information to contacts• Features that organize contacts quickly• Deleting contacts

Why and When to Verify ContactsCardScan 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:

• Displays warnings when unverified contacts may cause problems.• Marks unverified contacts in List view with question marks.• When sorting lists by unverified contacts, moves all unverified contacts to

the top of the list.

Features That Make Verifying SimpleThe features for verifying contact information are:

• Edit view• Check Details of Names and Addresses

Using Edit ViewUse Edit view to compare text in the fields with the image of the business card.

• To display Edit view, click the button or double-click a contact in List view.

• To switch to Edit view from Summary view, click on any blank space in the contact summary or choose View→Edit.





1Pay attention to the symbols indicating hidden text and fields.

The symbol indicates a hidden field. To see the field, click . The arrow changes to , and the field opens. For example, if you click this arrow in the ADDRESS field, the 2ND ADDRESS field opens.

To verify the previous or next contact, click the or button, respectively.

You can also use the PageUp and PageDown keys to move from contact to contact in Edit view and Summary view.

Click to zoom out of image.

Click to check details of name and address.

Hidden field symbol

Check this box when done verifying.

View all text.

Click to see more text. in field.

Click to zoom in on image.

Click to hide additional field.



Features That Make Verifying Simple


Editing Text1. Click on incorrect information. CardScan’s SmartZoom automatically

zooms in on that part of the image to help you see the details.2. Enter your changes.3. If the text is correct but in the wrong field:

• Highlight the text.

• Click and hold the mouse button down until the cursor changes to .

• Drag the highlighted text to the new field, and release the mouse button.To copy highlighted text to another field, press the Ctrl key. The cursor changes to while performing these actions.

You can also right-click on the information and choose a command from the context-sensitive menu.

Checking Details of Names and AddressesPeople’s names and addresses often involve complex details. For example, some names contain titles or designations—such as Rev., Ph.D, and the like. Such details must be placed correctly, especially for export, transfer, or synchronization purposes. You can check them with the Check Details feature.

To take advantage of the Check Details feature, verify and edit contacts before checking details.

1. Choose Card→Check Details in any view or click the Name or Address label in Edit view. The following dialog appears:





1If you open this dialog using Card→Check Details, the Name tab is displayed. Otherwise, the tab corresponds to the label you clicked in Edit view.

2. Edit the details as needed. Changes are saved when you click OK, Previous, or Next. Click Cancel to cancel changes to the last edited record. Click Help if you need assistance.

3. To check more contacts, click Next or Previous.4. Click OK to save changes and close the dialog.

Adding Information to ContactsThis section describes:

• Adding Phone Numbers, Email, and Web addresses• Editing Phone and Email Labels

Adding Phone NumbersIn CardScan, each contact displays one phone and one fax number. You can add and label six more phone and fax numbers.

You can label phone and fax numbers using CardScan’s list of labels. You can also add, rename, and remove labels from the list.

Keywords: “phone”, “fax”

To add a phone number:

1. Click in the phone field.

The arrow changes to , and a blank field opens.

Click to open additional field.



Adding Information to Contacts


2. Type the contact information, and click the arrow on the left to open the label dropdown list.

3. Choose a label from the dropdown list or type your own label in the blank field.

The dropdown list contains labels entered previously. If you type a label, it is saved in the dropdown list for future use.

Adding Email and Web AddressesEach contact displays one email and one Web address. You can add and label up to six more email or Web addresses:1. Click in the Email field. The arrow changes to , and a blank

field opens. 2. Follow step 2 through step 3 in “Adding Information to Contacts” on

page 4-4.

You can add, rename, or delete labels. Also, you can use the same label for more than one number. Keywords: “email”, “fax”.

Dropdown list

Blank field

Click to close additional field.





1 Features to Organize Contacts QuicklyThis section introduces:

• Using Categories• Adding notes to contacts• Automatically categorizing and adding notes during scanning

Using CategoriesCategorize your contacts to organize and find them quickly.

• Assign one or more categories to any contact. • Assign categories to multiple contacts all at once.

Categorizing OneContact

To categorize a contact:1. Display the contact in Edit or Summary view. 2. Click the CATEGORIES tab. The list of categories appears.3. Click one or more checkboxes to assign categories. For example, click

the checkbox “Customer.”

The category “Customer”appears above the list

of categories.



Features to Organize Contacts Quickly


CategorizingMultiple Contacts

To assign the same category, or categories, to multiple contacts all at once:1. In List view, select the contacts you want in the same category. Use

Shift+click to select adjacent contacts, Ctrl+click—nonadjacent.

2. Choose Categories→Assign or press Ctrl+R. The Assign Categories dialog appears.

3. Click boxes for categories to assign and click OK. CardScan assigns these categories to the selected contacts.

You can verify the results by searching on the assigned categories. See “Methods to Find Groups of Contacts” on page 5-3.

Keywords: “categories”.

Adding NotesAdding Notes to your contacts allows you to store more information in a contact; it also allows you to find contacts containing the same text in the Notes, using QuickSearch. Keywords: “notes”.





1 Assigning Categories and Notes to a BatchYou can organize your new contacts automatically even as you scan business cards, by assigning notes and categories to a batch. Keywords: “Batch”.

Deleting ContactsTo delete any contacts:

1. 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.

2. Choose Card→Delete or click on the Toolbar in the CardScan window (see page 1-4).

3. Click Yes to delete the selected contact(s).

Keywords: “deleting”



Manipulating Multiple Contacts in a File


Chapter 5 Managing Your CardScan ContactsThis chapter describes:

• Manipulating multiple contacts in a file• Finding contacts• Finding and removing duplicates• Safeguarding contacts

Manipulating Multiple Contacts in a FileCardScan’s List view allows you to:

• View All contacts or groups of contacts in a file.• Review the status of contacts in a file.• Sort contacts by various criteria.• Select multiple contacts to manipulate them at once.

Reviewing the Status of Your ContactsFrom 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. For more information, see “Maximizing Your Contact Potential with CardScan.Net” on page 6-1.



Chapter 5 Managing Your CardScan Contacts


1 Sorting ContactsTo 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 ContactsCardScan helps you find contacts quickly. This section introduces:

• Finding Contacts with QuickSearch • Simple methods to Find Groups of Contacts

Keywords: “Finding”, “QuickSearch”

Finding Contacts with QuickSearchQuickSearch has two components in CardScan’s user interface:

• The QuickSearch box allows you to find contacts by typing any text included in the contact. If contacts are displayed in List view, you can start typing anywhere; the search text will appear in the QuickSearch box.

Search text is saved in the QuickSearch dropdown list. To use it again, select it from the list.

QuickSearch Box Fields Dropdown List



Finding Contacts


• The Fields dropdown list allows you to select a specific field to search for the text:

• You can search by any CardScan field, including Name Prefix and Name Suffix fields (such as the title or designation; for example, Sgt., Ph.D., and so forth).

• Selecting the Phone Numbers field searches all phone fields. This makes searching easier, because you don’t have to remember whether the number is stored as “Pager” or “Beeper”.

• 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. It narrows the list as you type.

You can also use various methods to search on multiple words. Keyword: “QuickSearch”.

Methods to Find Groups of ContactsThere are several methods to find groups of contacts:

• To find contacts beginning with the same letter, click the letter on the Alphabet Bar.

If multiple files are open, click the tabs at the bottom of List view to see search results in other files.

• To find contacts containing the same text (for example, company name or phone number), use QuickSearch (see the preceding section).

• To find duplicate contacts, choose Card→Find Duplicates. For more information, see “Managing Duplicate Contacts” on page 5-4.

• To find unverified contacts, click the ? heading in List view. Unverified contacts are listed at the top, sorted by date.

• To find contacts in the same category, choose Categories→Find, and specify the category.

Keywords: “Finding” or “Searching”.





1 Managing Duplicate ContactsYour 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:

• Scan more than one card for the same contact.• Import contacts already in the file. • Scan a contact’s card and enter the contact manually.

Finding Duplicate ContactsDuplicates are contacts with the same first and last name or, in the absence of first and last names, with the same company name. If all the information in duplicate contacts is identical, they are called “exact duplicates”. You can find, compare, and delete duplicate contacts, as follows: 1. Open the file to search for duplicates.2. Choose Card→Find Duplicates.

If there are no duplicate contacts, the message “No duplicate cards were found” appears. Click OK.If there are duplicate contacts, the following dialog appears:

3. Compare pairs of duplicate contacts and decide which one to delete.Keywords: “duplicate”.



Safeguarding Your Contacts Against Loss


Safeguarding Your Contacts Against LossYou 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

• Backing up locally, that is saving a copy of the file to a different medium or, at least, a different drive on your computer

The first option is highly recommended, because it provides you with a guaranteed backup.

Keywords: “backup”.

Backing Up Your ContactsPeriodically, when closing a file, you will receive a message like this one:

It is strongly recommended that you accept this prompt and back up your file:1. Click OK. This dialog appears:





12. Accept the default location for the file (C:\...\My Documents\...) or browse

for a different one, and click Next. This dialog appears:

3. Use the Backup Wizard to safeguard your contacts the way you like.Keywords: “backup”

You can always start the Backup Wizard by choosing File→Maintenance→Backup.



Getting Started with CardScan.Net



CardScan.Net is a powerful feature of CardScan enabling you to use your PCs internet connection to enjoy:

• Backup—Provides a secure backup for you valuable contact information. In the event of a hard-disk crash, or other catastrophic events, you can quickly recover your CardScan data from CardScan.Net.

• Remote Access from Anywhere—If you are traveling, you can quickly and securely access your contact database using a web browser and 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. Changes made in one place are automatically reflected in the other copy.

• AccuCard Service—Your contacts are one of your most valuable assets, but their information is always changing. They change titles, email addresses, jobs, and their companies move. The AccuCard Service helps you keep track of these changes painlessly.

Security for these features is provided by both password and the same industry-standard technology that many financial institutions use for such services as online banking and the like.

Getting Started with CardScan.NetWhen you save a CardScan file, this dialog appears:

To take advantage of CardScan.Net immediately, follow the steps in this section.

To create a CardScan.Net account at a different time, start CardScan and choose CardScan.Net→Sign In.

Keywords:“backup” “CardScan.Net”“AccuCard” “privacy” “security”





11. Click OK. This dialog appears:

2. Click Sign Up. This dialog appears:

3. 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.

Keywords: “CardScan.Net”, “AccuCard”, “backup”, “privacy”, “security”.

CardScan.Net Indicator



About CardScan.Net Synchronization


About CardScan.Net SynchronizationSynchronization keeps the CardScan.Net and local copies of a CardScan file identical. It handles very large files as reliably as small ones. If you have an account on CardScan.Net, the synchronization is turned on automatically whenever your PC is connected to the Internet and CardScan is running. 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:

• Conflict Resolution• Manual Synchronization• Automatic Synchronization

This Guide and the Online Help use the term “CardScan.Net-enabled file”. The term means: “CardScan file that has copies on CardScan.Net and on the local PC”.

Conflict ResolutionWhen a CardScan.Net-enabled file is synchronized, conflicts may occur, for example, if:

• A contact was edited in one copy and deleted in the other.• Different changes were made to the same contact in the local and

CardScan.Net copy of the file.If a conflict occurs during manual synchronization, the appropriate Conflict Detected dialog appears; for example:





1The 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.

When a conflict involves a deleted contact, the option for creating duplicates is unavailable. Therefore, if deleting a contact was erroneous, choose the resolution that restores the contact.

If you use Automatic synchronization, it will always apply the resolution specified in the settings (see page 6-5).

Manual SynchronizationManual synchronization includes two options:

• Synchronize one file.• Synchronize all files in the CardScan.Net account.

Synchronizing One FileTo synchronize one file:1. Open the file. (If more than one file is open, click on the file to

synchronize.)2. Choose CardScan.Net→Synchronize “filename”.

Synchronizing All FilesIf you use manual (rather than automatic) synchronization, you can synchronize all CardScan.Net-enabled files. To synchronize all files:1. Open CardScan.2. Choose CardScan.Net→Synchronize All Files.

NOTE: You don’t have to open all your files to synchronize them simultaneously.

If during synchronization a conflict occurs, resolve it as described in Conflict Resolution on page 6-3.



Automatic Synchronization


Automatic SynchronizationAutomatic 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. To do so, choose Remember my password on the Sign In dialog.

You can always disable or enable Automatic Synchronization, as follows:1. Sign in to your account.2. Choose CardScan.Net→Settings. This dialog appears:

3. Click the respective checkbox to disable or enable automatic synchronization.

4. If Automatic Synchronization is enabled, you can choose a different conflict-resolution option.

5. Click OK.





1 About AccuCard Service UpdatesIf you are using the AccuCard Service, the CardScan desktop software:

• Shows you the AccuCard status for your contacts (see an example below).

• Notifies you when there are updates on CardScan.Net.• Takes you directly to CardScan.Net to review the updates.

Keywords: “AccuCard”, “AccuCard Service”

The contact has an AccuCard, and the

information is up to date.

The contact has an AccuCard, and an update is available

The contact’s email address is not valid.

The contact has no AccuCard.

Blank



Data Exchange Wizard


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 CardScan and the other application. This chapter introduces two major data-exchange features:

• The Data Exchange Wizard• CardScan Synchronization

Data Exchange WizardWhenever you need to get contacts from CardScan into another application or from another application into CardScan, the Data Exchange Wizard will help you pick the most efficient method to accomplish your goal. 1. Choose File→Data Exchange Wizard, and this screen appears:

2. Select the option that best describes what you want to do, and click Next. Continue to do so, and you will arrive at the most suitable of all methods available in CardScan.



Chapter 7 Exchanging Data with Other Applications


1These methods are:

• CardScan Synchronization (see the following section)

• CardScan Conduit for synchronizing with Palm OS handhelds (see “Synchronizing with Palm OS™ Devices” on page 8-1)

• ActiveSync for synchronizing with Pocket PC devices (see “Synchronizing with Pocket PC® Devices” on page 9-1)

• Transfer from CardScan ( Keywords: “transfer”)

• Export from CardScan ( Keywords: “export”)

• Import (see “Importing Contacts from Contact Managers and PIMs” on page 3-4)

• CardScan.Net Synchronization (see “About CardScan.Net Synchronization” on page 6-3)

CardScan SynchronizationUse CardScan Synchronization to maintain consistent contact data in CardScan and supported contact managers and Personal Information Managers (PIMs). CardScan Synchronization copies the contact information from CardScan to the other application and vice versa. 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:

• ACT! 4.0 or later• GoldMine 5.0 or later• Lotus Notes 4.6 or later• Microsoft Outlook 98 or later

If you previously used Intellisync™ for CardScan to synchronize CardScan files with these applications, use CardScan Synchronization instead. Choose the same application and CardScan file that you used with Intellisync™ for CardScan.



CardScan Synchronization


You must configure the CardScan Synchronization to synchronize contacts with a specific application.

• 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.

• Use the same CardScan file for all subsequent synchronizations with the same application.

To configure the CardScan Synchronization:1. Choose File→CardScan Synchronization. The Data Exchange Wizard

appears.

2. Select the option for CardScan Synchronization, and click OK. The CardScan Synchronization dialog appears:

3. Click Configure, and refer to the Online Help for instructions specific to each supported contact manager or PIM.



Chapter 7 Exchanging Data with Other Applications


1 Synchronizing ManuallyTo synchronize CardScan with the selected contact manager or PIM:1. In CardScan, select File→Data Exchange→CardScan

Synchronization. The CardScan Synchronization dialog appears.

If the Data Exchange Wizard appears, choose the option for Cardscan Synchronization.

2. Review the information in the STATUS box. If CardScan Synchronization has not been configured or the current configuration doesn't meet your needs, configure synchronization as appropriate. For instructions, refer to the Online Help.

3. Click Synchronize. The progress dialog appears. What happens next depends on the data being synchronized.

Keywords: “CardScan Synchronization”, “Data Exchange”

Synchronizing AutomaticallyUse 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. Keywords: “AutoSync”



First-Time Setup and Synchronization


Chapter 8 Synchronizing with Palm OS™ DevicesThe 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. The Conduit for Palm is installed automatically with CardScan—provided the Palm Desktop Version 3, or later, already exists on your PC. When the Conduit for Palm is enabled, it replaces the Address Box conduit in HotSync® Manager. As a result, synchronization occurs between the handheld and CardScan—rather than between the handheld and the Palm Desktop.

Some applications may not support switching between conduits. Make sure to consult their documentation.

You can synchronize:• A Palm handheld Address Book and a CardScan file on one computer

(described in this chapter)• Multiple handhelds and a CardScan file ( Keywords: “conduit”,

“Palm”)• A Palm handheld with CardScan and another application

( Keywords: “conduit”, “Palm”)

Only one application at a time can synchronize with your Palm handheld.

First-Time Setup and Synchronization This section describes setting up the conduit and synchronizing for the first time. Keywords: “conduit”, “Palm”.

The CardScan Conduit is enabled automatically during the installation of the CardScan software. Therefore, make sure that the Palm Desktop Version 3, or later, has been installed on your PC—prior to installing CardScan.



Chapter 8 Synchronizing with Palm OS™ Devices


1To set up the Conduit for Palm, follow these steps:1. If you don’t have a CardScan file to synchronize, create one and save

it.

Always synchronize with the same CardScan file. This prevents CardScan from adding, deleting, or modifying cards unintentionally.

2. Choose File→Data Exchange→Conduit for Palm from the CardScan window. If the Data Exchange Wizard appears, choose the option for Conduit for Palm. The following dialog appears:

3. Choose ENABLE CARDSCAN CONDUIT.

The path to the CardScan file is activated.



First-Time Setup and Synchronization


4. 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.

5. Click the PASSWORD tab.

If your CardScan file is password-protected, you may enter the password here so you are not prompted for it during synchronization.

6. Click the SYNCHRONIZATION tab.

7. Choose the synchronization method.

8. (Optional) Choose the CATEGORIES option to synchronize categories.

(Optional) Click the CUSTOM FIELDS tab if your CardScan file uses phone and email labels different from those on the handheld.

Keywords: “conduit”

9. Click OK to save the settings and close the dialog.



Chapter 8 Synchronizing with Palm OS™ Devices


1To 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, Keywords: “troubleshooting duplicates”, “troubleshooting error messages”



Setting up ActiveSync


Chapter 9 Synchronizing with Pocket PC® DevicesThe 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.

To synchronize with CardScan, your Pocket PC®must be running Microsoft Windows CE 3.0 or later.

If Windows CE Services 3.0 or later has been installed on your computer, the ActiveSync module is installed automatically with CardScan. Keywords: “ActiveSync”, “Pocket PC”

You must have an existing CardScan file to set up synchronization.


To set up ActiveSync:1. On your desktop, click the Microsoft ActiveSync icon or choose

Start→Programs→Microsoft ActiveSync. The Microsoft ActiveSync Window opens:





12. Choose Tools→Options. This dialog appears:

3. 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.

4. On the Sync Mode tab, select when you want synchronization to occur.5. On the Rules tab, specify the conflict-resolution and file-conversion rules.6. Click Settings. The CardScan ActiveSync Options dialog appears.

7. Browse for the CardScan file with which to synchronize.

Disable any other services that syn-chronize contacts on the device.

Enable CardScan service.



Synchronizing Selected Files


Always synchronize with the same CardScan file. This prevents CardScan from adding, deleting, or modifying any contacts unintentionally.

8. 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.

9. Click OK to close the CardScan ActiveSync Options dialog.

Synchronizing Selected FilesTo synchronize1. On the Microsoft ActiveSync Window, click the Sync button to

synchronize files. 2. Click OK to complete synchronization.

Removing Corex CardScan ActiveSync ModuleTo remove the Corex CardScan ActiveSync Module from a palm-size PC or a pocket PC, follow these steps.

Palm-sizePC

1. Choose Start→Settings→Remove Programs2. Choose “Corex CardScan ActiveSync Module”, then click Remove.

Pocket PC 1. Choose Start →Settings.2. Click the System tab.3. Click the Remove Program icon.4. Select “Corex CardScan ActiveSync Module”, then click Remove.



Removing Corex CardScan ActiveSync Module


1

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Reaching Your Contacts From Summary View


Chapter 10 Communicating with Your ContactsThis chapter introduces:

• Reaching your contacts from summary view• Using Signature Card in your Microsoft Outlook emails

Keywords: “summary view”

Reaching Your Contacts From Summary ViewWhen a contact is displayed in CardScan’s Summary view, just a click of the mouse will:

• Open a pre-addressed email message.• Dial a phone number.• Display a MapQuest-generated map of the primary street address.• Launch your browser to a web address (as in the example below).

To do any of the above, point to the address or phone number, and click when the cursor changes to the symbol of an envelope, telephone, or Web browser.



Chapter 10 Communicating with Your Contacts


1 Using Signature CardIf you have Microsoft Outlook 98 or later, you can include an image of your business card in all outgoing emails. To use this feature, make sure that:

• Microsoft Outlook is set to send messages in HTML format.• Your email editor is not set to use Microsoft Word.

With most versions of Outlook, choose Tools→Options→Mail Format, and verify the Message Format options.

Enabling Signature CardCardScan’s Signature Card Wizard helps you to enable this feature. 1. Choose Tools→Signature Card. This screen appears:

2. 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”.

Disabling Signature Card1. In CardScan, choose Tools→Signature Card. The Select Options

screen appears.2. Choose Stop including card, and click Next.




Chapter 11 PrintingCardScan 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.

Selecting contacts to printBefore using the Print Wizard, choose the contacts to print:

• If you are printing a single contact, display it in Edit or Summary view, or select it in List view.

• If you are printing several contacts, create a list with QuickSearch (see “Finding Contacts with QuickSearch” on page 5-2) or with categories (see “Methods to Find Groups of Contacts” on page 5-3), or select the contacts from a file. (Use Ctrl+click to choose more than one contact.)

You can sort the contacts before printing (see “Sorting Contacts” on page 5-2).

Keywords: “print”.

Selected contacts



Chapter 11 Printing


1 Starting the Print Wizard1. Choose File→Print. The following dialog appears.

2. Select cards and follow the Wizard to print your contacts the way you like.Keywords: “print”.



Troubleshooting Tips


Chapter 12 Troubleshooting and SupportIf you are experiencing a problem, please do the following:

• Try troubleshooting tips in this section• If the symptoms are not described in the tips, search the Online Help on

“trouble”. • If the problem persists, contact our Technical Support (see page 12-3).

Safety Instructions: This unit contains no serviceable parts. Do NOT open. When used as prescribed in this manual, this equipment is unlikely to present a hazard to the user.

Troubleshooting TipsThis section presents the following types of tips:

• General• Cards that are difficult to read• Error messages• Quick test

General

When connecting the scanner, its light does not turn onThe 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 offTry the following actions:

• Make sure the USB cable is connected properly.

• If the problem persists, you may have connected the scanner before installing the software. Follow these steps:

1) Disconnect the USB cable from the scanner port.2) Install the software.3) Connect the USB cable to the scanner port.

If the problem persists, the scanner may be defective. Please contact Technical Support (see “Technical Support” on page 12-3).



Chapter 12 Troubleshooting and Support


1Several errors in a scanned contactCalibrate the scanner and scan the card again. There may have been mechanical difficulties or the card may have been scanned at an angle. See also “Cards that are difficult to read”.Card image is skewedSkewed images may impair accuracy, causing errors in the contacts. For better results, place the card flush against the right edge of the scanner’s tray. 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.Card jammed in the scanner1. Choose Edit→Preferences.2. Click Scan→Setup to display the Scanner Setup dialog.3. Click Eject Card to eject the card.Two or more cards scanned as oneIf you scan cards in rapid succession, some may appear as a continuous image, with distorted text. To prevent this problem, wait for the scanner’s light to go on before inserting the next card.Scanner’s light is blinking continuouslyDisconnect and reconnect the USB cable at the scanner port.

Cards that are difficult to read

Processing a card usually takes only a few seconds. It may, however, take up to half a minute if the card is difficult to read. The usual characteristics of such cards are these:

• Dark or speckled paper• Text printed in script or stylized typefaces• Text in logos or graphics• Text printed diagonally• Text printed both horizontally and vertically



Technical Support


Error messages

This section presents three error messages. For a complete list of error messages, search the Online Help on “error”.“Scanner not responding”Try the following actions. After each action, try to scan again.

• Check the AC power and USB port connections.• Choose Edit→Preferences→Scan. Make sure the correct scanner and

correct port are chosen.• If none of the above solves the problem, disconnect and

reconnect the scanner.

“Unknown device”1. Disconnect the scanner from the port.2. Restart Windows.3. Install the CardScan software.4. 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 AmericaTel: 617-492-4200

Fax: 617-492-6659

http://www.cardscan.com/nasupport

EuropeFrance

Tel: +49 (0) 2203 9113333

Fax: +49 (0) 2203 9113390

http://www.cardscan.com/wwsupport



Chapter 12 Troubleshooting and Support


1 GermanyTel: +49 (0) 2203 9113331

Fax: +49 (0) 2203 9113390


United KingdomTel: +49 (0) 2203 9113332

Fax: +49 (0) 2203 9113390


Other CountriesPlease contact your local reseller. To find your local reseller, visit www.cardscan.com.



Appendix A: CardScan Scanner WarrantyWarranty PeriodCorex Technologies Corporation warrants to the first consumer purchaser the CardScan Business Card Scanner to be free from malfunctions and defects in both materials and workmanship for a period of 24 months from the date of purchase*.

Warranty Repair CoverageIf the scanner does not function properly within the warranty period due to defects in materials or workmanship, 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.

*LimitationsWarranty service will not be provided without dated proof of purchase.This warranty becomes null and void if the consumer fails to package the scanner in a manner consistent with the original product packaging, and damage occurs during shipment.This warranty does not cover the following: circumstances beyond Corex’s control, damage to the scanner resulting from the use of attachments, accessories, or alterations not marketed by Corex; damage as a result of unauthorized modifications or service; misuse; abuse; or failure to use items supplied by Corex (such as adapters and cables).

COREX MAKES NO OTHER WARRANTIES, EXPRESSED, IMPLIED, OR OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE FOR THIS EQUIPMENT OR SOFTWARE.Replacement of the scanner is Corex’s only obligation under this warranty. COREX WILL NOT BE RESPONSIBLE FOR ANY CONSEQUENTIAL OR INCIDENTAL DAMAGES RESULTING FROM THE PURCHASE, USE, OR IMPROPER FUNCTIONING OF THE BUSINESS CARD SCANNER REGARDLESS OF THE CAUSE. Such damages for which Corex will not be responsible include, but are not limited to, loss of revenue or profit, downtime costs, loss of use of equipment, cost of any substitute equipment, facilities or services, or claims of your customers for such damage.

Obtaining Warranty ServiceContinental United States

1. Call Corex Technical Support at 617-492-4200 (select option #2) to verify the scanner is properly installed.

2. If the scanner is defective, contact Customer Service at 800-942-6739 for a Return Material Authorization (RMA) number and specific return instructions.

3. A replacement unit will be shipped within five days after the defective product is received by Corex.

4. All replacements will be shipped via UPS ground transport.Outside the Continental United StatesVisit our Web Site, at www.cardscan.com, for a reseller in your area.

RETURNS WILL NOT BE ACCEPTED WITHOUT AN “RMA” NUMBER CLEARLY PRINTED ON THE OUTSIDE OF THE SHIPPING CARTON. COREX IS NOT RESPONSIBLE FOR SHIPMENTS DELAYED OR LOST IN TRANSIT.



Appendix A: CardScan Scanner Warranty

Corex Technologies

1

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FCC Statement

CardScan Getting Started B-1

Appendix B: Compliance with FCC and EC

FCC StatementThis equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of FCC rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses and can radiate radio frequency energy and, if not installed in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in any installation. 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 on, the user is encouraged to correct the interference by one of the following measures:

• Reposition the receiving antenna.• Increase the distance between the equipment and the receiver.• Connect the scanning and computer equipment to an outlet on a circuit

different from the receiver’s.

EC Declaration of ConformityCardScan

600cxEquipment Description: Model CardScan 600cx

Information Technology EquipmentCard Scanner5 V d.c., 500 mA

Year of Manufacture: 2003Applicable Directives: 73/23/EEC, Low Voltage Directive

89/336/EEC, EMC DirectiveApplicable Standards: EN 60950-1:2002

Information Technology Equipment - SafetyEN 55022: 1998 Information Technology Equipment - Radio Disturbance CharacteristicsEN 55024: 1998 Information Technology Equipment - Radio Disturbance Characteristics



Appendix B: Compliance with FCC and EC

B-2 Corex Technologies

1 CardScan600c

Equipment: CardScan 600c scanner and power supply. Information Technology Equipment

100-240 VAC, 50-60 Hz, 30VAMAX

Year of Manufacture: 2001Applicable Directives: 73/23/EEC & 93/68/EEC Low Voltage Directive

89/336/EEC, EMC Directive

Applicable Standards: EN60950EN55022:1994 including A1:1995and A2:1997 Class BEN50082-1 (1992)

Type Examination Certificate Scanner: Underwriters Laboratory, UL1950

Power Supply: TUV-GS



CardScan Getting Started Index-1

I

DEX

NIndex

AAccuCard Service

on CardScan.Net 1-3, 6-1symbols in CardScan files 5-1Updates 6-6

ActiveSyncsee Pocket PC

Addingemail addresses 4-4notes 4-7phone numbers 4-4web addresses 4-4

Addressadding 4-4adding email and web 4-5checking details 4-3displaying map of 10-1

Address Bookcreating 3-1safeguarding 5-5synchronizing with Palm 8-1

Alphabet Barfor finding contacts 5-3

BBacking up

contacts 5-5Backup

guaranteed with CardScan.Net 1-1Batch Options

to assign categories and notes 4-8

CCardScan Synchronization

overview 7-2using 7-4

CardScan.Netaccess contacts remotely 1-2account 1-2AccuCard Service 1-3, 5-1automatic synchronization 6-5features 6-1file synchronization 6-3getting started with 6-1guaranteed backup,remote access

to contacts 1-1manual synchronization 6-4password 1-1safeguard contacts 1-2saving contacts to 3-8

Categoriesassigning to contacts 4-6find contacts with 1-1list of, in CardScan 4-6synchronizing with Palm 8-3

Checking detailsoption for Names and

Addresses 4-3Conduit

for Palm 8-1Conflict during synchronization

causes and resolution 6-3with CardScan.Net 6-3with Pocket PC 9-2

Connectingscanner 2-3

Contact ManagersCardScan Synchronization with 7-2getting contacts into 1-2

Context-sensitivecursors 10-1menus 4-3



Index-2 Corex Technologies

Conventionsin this Guide 1-3

Copyingcontact information from emails 3-7data with Data Exchange

Wizard 3-5earlier versions of converted

files 2-4files to CardScan.Net 1-2in Edit view, drag and drop 4-3

Creatingaddress book 3-1contacts 3-1contacts by dragging and

dropping 3-1files and contacts manually 3-7

DData Exchange

with contact managers, PIMs, PDA 1-2

with other applications 7-1Wizard 3-5, 7-1, 7-4, 8-2Wizard, to choose best method 1-2

Deletingcontacts 4-8

Dialingfrom Summary view 10-1

Dragging and Droppingtext to create contacts 3-7

Dragging and droppingtext in Edit view 4-3text to create contacts 3-1vCards 3-1

Duplicatescauses 5-4defined 5-4finding 5-3, 5-4preventing 5-4

EEC

600cx Declaration of Conformity B-1

Edit viewdrag and drop text 4-3moving text 4-3

Editingand verifying contacts 4-1drag and drop 4-3text 4-3text in fields 4-3

Emailadding addresses 4-4addresses 4-5addresses, adding 4-5including Signature Card 10-2

Exchangingdata with other applications 7-1

ExportWizard 1-2

FFAX

labels 4-4FCC

statement B-1Features

summary of 1-1Finding

and removing duplicate contacts 5-4

contacts with Alphabet Bar 5-3contacts with QuickSearch 5-2duplicate contacts 5-3, 5-4groups of contacts 5-3




I

DEX

NGGlossary

included in Online Help 1-4

HHelp

Online Help 1-3

IImport

dialog, displaying columns 3-6Importing

from Contact Managers and PIMs 3-4

templates for 3-6Information

and support for users 1-4Installing

CardScan 2-1CardScan Software 2-2if previous version is installed 2-4system requirements 2-1

Intellisyncupgrading to CardScan

Synchronization 7-2

LLabels

FAX 4-4phone 4-4

List viewfeatures of 5-1using QuickSearch in 5-2

MMapQuest

displaying map of address 10-1Menus

context-sensitive 4-3right-click 4-3

Microsoft Outlookincluding Signature Card 10-2

NName

checking details 4-3Notes

adding to contacts 4-7

PPalm

CardScan Conduit for 8-1categories and custom fields 8-3installing before CardScan 2-1synchronizing with CardScan 8-1

Palm organizersHotSync Progress dialog 8-4

Passwordsoptions for ActiveSync

connection 9-3setting in CardScan Conduit 8-3to access account on

CardScan.Net 1-1to access CardScan.Net

account 6-5PDA

defined 1-1getting contacts into 1-2synchronizing 1-2



Index-4 Corex Technologies

Phoneadding numbers 4-4dialing from Summary view 10-1labels 4-4

Phone labelsadding new 4-5drop-down list 4-5saving new 4-5typing 4-5

Phone numbersadding 4-4

PIMsCardScan synchronization with 1-2defined 1-1getting contacts into 1-2

Pocket PCinstalling before CardScan 2-1removing ActiveSync module 9-3setting up ActiveSync module 9-1software requirements 9-1synchronizing CardScan with 9-1

Preferencesscan 3-1use to eject jammed card 12-2

Printingoverview 11-1with Print Wizard 11-1

QQuickSearch

feature 1-1finding contacts 5-2

RRemote Access

with CardScan.Net 6-1

SSafeguarding

contacts against loss 5-5Saving

contacts 3-8Scanner

connecting 2-3FCC statement and EC

compliance B-1Setup Wizard 2-2TWAIN-compliant 1-1TWAIN-compliant, guidelines 2-3warranty A-1

Scanningback of card 1-1preferences 3-1with a CardScan 600c or 600cx 3-1with TWAIN-compliant

scanners 1-1Searching

for contacts 5-2for duplicate contacts 5-3for groups of contacts 5-3

secure 1-2Setting Up

ActiveSync module 9-1scanner 2-2

Shortcutsto move between contacts 4-2

Signature Cardin Microsoft Outlook emails 10-2

Softwareinstalling 2-2uninstalling 2-4

Sortingcontacts in file 5-2

Summary viewdialing from 10-1displaying map of address 10-1visiting contacts web sites 10-1




I

DEX

NSupport

and user information 1-4Synchronization

CardScan 7-2CardScan Synchronization

supported applications 3-5CardScan.Net-enabled files 6-3conflict 6-3of categories with Palm 8-3set up with Palm 8-1with Palm OS devices 8-1with Pocket PC devices 9-1

SynchronizingCardScan.Net-enabled files 6-3with CardScan.Net 6-3with Palm Address Book 8-1with Palm OS devices 8-1with Palm, setup 8-1with PDA, Palm, and Pocket PC 1-2with Pocket PC devices 9-1

TTechnical Support

in Europe 12-3Templates

creating for Import 3-6Troubleshooting

tips and support information 12-1TWAIN-compliant scanners

guidelines for using 2-3using with CardScan 1-1

UUninstalling

CardScan software 2-4USB

port for scanner 2-1

VVerifying

and editing contacts 4-1checking details 4-3

ViewsEdit view to verify and edit 4-1List view 3-7, 5-1

WWarranty

information for scanner A-1Web

adding addresses 4-4, 4-5addresses, adding 4-5CardScan.Net account 1-1visiting contacts sites 10-1

WindowsNT 2-1XP 2-1

Windows CEsee Pocket PC 9-2

ZZooming

SmartZoom 4-3

