Penpower Scanner duet User Manual

PENPOWER WorldCard  
User Manual  
Version: 6.2  
Release: October, 2008  
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Penpower Technology Ltd.  
Software User License Agreement  
You are licensed to legally use this software program (“the Software”) by Penpower  
Technology Ltd (“Penpower”) under this license agreement (“The Agreement”). If you do  
not agree with any of the provisions in this Agreement, please do not install, copy or use the  
Software. By using the Software, you are deemed to fully understand and accept the provi-  
sions of this Agreement.  
1. Intellectual Property  
All intellectual property rights in the Software, together with all information and docu-  
ments included in the packaging for the Software (including but not limited to copy-  
rights), are property of Penpower, and are protected by relevant laws and regulations.  
2. License to Use  
You are authorized to use the Software on one (1) single computer only. You may not use  
the Software on any other machines other than the said single computer.  
3. Authority to Copy  
The Software and all documents included with the Software, and copyright thereof, are  
property of Penpower. You are licensed to make one (1) copy of the Software for your  
personal backup purposes. All other acts of copying are strictly prohibited.  
You may not sell, lease, dissemble, reverse engineer, copy, translate, adapt or derive the  
Software, or obtain the source code of the Software by any other means. You may not use  
the Software for any purposes other than those permitted under this Agreement.  
4. Business Users  
If you need to install or use the Software on more than one (1) computer, please contact  
Penpower or our local distributor to purchase a license for the additional use.  
5. Liability  
You agree to indemnify Penpower against all losses, costs, debts, settlement payments or  
other expenses (including but not limited to attorneys fees) arising from your breach of  
this Agreement, and you agree to compensate Penpower for all of the abovementioned  
damages.  
6. No Warranty  
Effectiveness of a packaged software in handling information is closely related to its soft-  
ware and hardware environment. The Software is published following careful develop-  
ment and product testing by Penpower, but Penpower is not able to conduct tests based on  
all possible combinations of software and hardware environment. Therefore, Penpower is  
unable to promise nor warrant that there will be absolutely no risk of loss or damage of  
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information, or any other kind of loss, during installation and/or execution of the Soft-  
ware. You must be fully aware of your risks in using the Software.  
Penpower will provide you with the Software and support services in respect of the Soft-  
ware to the maximum extent permitted by law. However, Penpower does not warrant that  
the Software and information included in the package of the Software contain no defects  
or errors. Penpower is not liable for any indirect, special or incidental loss arising from  
the Software, including but not limited to loss of profits, damage to business reputation,  
cessation of work, hardware malfunction or damage, or any other commercial damage or  
loss arising from commercial use of the Software.  
7. Limitation of Liability and Damages  
The maximum amount of compensation payable by Penpower, in respect of any damage  
incurred by you for any reason under this Agreement, is limited to the amount you have  
already paid to Penpower in respect of the Software.  
Under no circumstances will Penpower be held liable for the possibility of loss, notwith-  
standing Penpower may be aware of the possibility of such loss.  
8. Prohibition Against Sublicense  
You are prohibited to assign the license in respect of the Software granted to you under  
this Agreement, or to grant a sublicense to another person.  
9. Jurisdiction  
With regards to any disputes arising from this Agreement, Penpower and you agree that  
the court having jurisdiction over the business location of Penpower will be the court in  
the first instance.  
10. Miscellaneous  
In the event that any provision of this Agreement is found to be invalid at law, such  
invalidity will not affect the validity of any other provisions, or the legal enforceability of  
such other provisions.  
In the event that the Software cannot be executed under conditions of normal use, due to  
any damage to the original disk/s, Penpower will replace the disk/s free of charge.  
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Contents  
Chapter1 ProductIntroduction.................................................................................1-1  
Chapter2 Getting Started..........................................................................................2-1  
2.1 System Requirements.....................................................................................................2-1  
2.2 Installing PenpowerWorldCard......................................................................................2-1  
2.2.1 SoftwareandDriverInstallation.................................................................................2-1  
2.2.2 Connecting Hardware................................................................................................2-4  
2.3 PreparationforCardScan................................................................................................2-5  
2.3.1 Calibration...................................................................................................................2-5  
2.3.2 Start-up Wizard...........................................................................................................2-5  
2.4 Online Help....................................................................................................................2-7  
Chapter3 Overview....................................................................................................3-1  
3.1 User Interface.................................................................................................................3-1  
3.1.1 Menu Toolbar................................................................................................................3-2  
3.1.2 Alphabet.......................................................................................................................3-2  
3.2 ScanningWizard............................................................................................................3-3  
3.2.1 ScanningBusinessCards............................................................................................3-3  
3.2.2 Batch Scanning...........................................................................................................3-4  
3.3 ScanBusinessCardDirectly............................................................................................3-4  
3.4 Viewing Contacts...........................................................................................................3-5  
3.4.1 ListModeView.............................................................................................................3-5  
3.4.2 LabelModeView.........................................................................................................3-6  
3.4.1 ImageModeView.........................................................................................................3-7  
3.4.2 DualModeView...........................................................................................................3-8  
Chapter4 Editing Cards.............................................................................................4-1  
4.1 EditingWindow Overview..............................................................................................4-1  
4.2 Verifying Contacts..........................................................................................................4-1  
4.3 Editing Contacts.............................................................................................................4-3  
4.3.1 RecognizingPartialContentofaCardEntry...............................................................4-4  
4.3.2 Adjusting Separation Rate..........................................................................................4-5  
4.3.3 Reframing Command.................................................................................................4-6  
4.3.4 Fine Rotate...................................................................................................................4-6  
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4.3.5 Rotating Card ...............................................................................................................4-7  
4.3.6 Rescanning Card.........................................................................................................4-7  
4.3.7 Recognize Again.........................................................................................................4-8  
4.3.8 FrontandBackBusinessCardImageExchange.........................................................4-8  
4.4 Viewing Cards................................................................................................................4-9  
4.4.1 SavingCardImage.......................................................................................................4-9  
4.4.2 DeletingCardImage....................................................................................................4-9  
Chapter 5 ManagingBusinessCards..........................................................................5-1  
5.1 Categorizing Cards.........................................................................................................5-1  
5.1.1 CategorizingfromManagementPage.......................................................................5-1  
5.1.2 CategorizingfromEditingPage..................................................................................5-2  
5.1.3 SendingEmailbyCategory..........................................................................................5-2  
5.2 MergingandSeparatingCards.........................................................................................5-3  
5.3 AddingNewCards..........................................................................................................5-4  
5.3.1 AddinganEmptyCard.................................................................................................5-4  
5.3.2 AddingtheSameCompanyCard................................................................................5-4  
5.4 AddingCardsfromOtherResources................................................................................5-5  
5.4.1 Photo File......................................................................................................................5-5  
5.4.2 Twain Scanner..............................................................................................................5-5  
5.5 Searching Contacts.........................................................................................................5-7  
5.5.1 Text Search...................................................................................................................5-7  
5.5.2 Advanced Search.........................................................................................................5-8  
5.5.3 Finding Duplicate Data...............................................................................................5-9  
5.6 SafeguardingyourContacts..........................................................................................5-10  
5.6.1 Save .............................................................................................................................5-10  
5.6.2 Save As........................................................................................................................5-10  
5.6.3 File Encryption..........................................................................................................5-10  
5.7 Online Map..................................................................................................................5-12  
5.8 Printing Cards..............................................................................................................5-13  
5.8.1 Printing Preview........................................................................................................5-13  
5.8.2 EditingPrintTemplates.............................................................................................5-14  
5.9 ExchangingContacts....................................................................................................5-15  
5.9.1 Export.........................................................................................................................5-15  
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5.9.2 Import.........................................................................................................................5-18  
5.9.3 Sync............................................................................................................................5-20  
5.10 Settings......................................................................................................................5-22  
5.10.1 Export Option...........................................................................................................5-22  
5.10.2 Sync Option..............................................................................................................5-23  
5.10.3 Field Display.............................................................................................................5-24  
5.10.4 User Define Field......................................................................................................5-24  
5.10.5 Scan Option..............................................................................................................5-25  
5.10.6 RevisingtheResultsofChineseCardRecognition.................................................5-25  
5.11 WorldCard Portable Disk............................................................................................5-26  
5.11.1 SavingCardDatatoaPortableDisk..........................................................................5-26  
5.11.2 CardDataManagementforPortableDisk...............................................................5-27  
Chapter 6 ScanManager.............................................................................................6-1  
6.1 ScanningContacts..........................................................................................................6-1  
6.2 Scanbusinesscards.........................................................................................................6-2  
6.2.1 ScanandEditbusinesscards........................................................................................6-2  
6.2.2 View business card image...........................................................................................6-4  
Chapter 7 WorldCardduet2.......................................................................................7-1  
7.1 Introduction...................................................................................................................7-1  
7.1.1 Hardware Introduction................................................................................................7-1  
7.2 Installation.....................................................................................................................7-2  
7.3 Connecting Hardware.............................................................................................7-2  
7.4 Using Hardware.............................................................................................................7-3  
7.5 Capturing Business Cards...............................................................................................7-4  
7.6 Capture Option.............................................................................................................7-10  
FAQ  
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Chapter 1 Product Introduction  
1-1  
Chapter 1 Product Introduction  
The Penpower WorldCard provides you with a total business card management solu-  
tion by integrating card recognition, management, transmission, and printing functions in a  
single digitizing unit. So you can find your business cards at anytime and anywhere when  
you need them.  
• Easy Card Reader  
Scanning or capturing your business cards has never been quicker or easier.  
• Organizing Business Cards  
After scanning or capturing your business cards, WorldCard software allows you to orga-  
nize, sort, search, add and delete any entries. Also, you can easily edit and add comments  
to any business card.  
• Advanced Search  
Full text search to find your contacts easily and conveniently.  
• Support multi-language  
Recognize business cards in different languages, including English, French, German,  
Italian, Spanish, Dutch, Swedish, Norwegian, Danish, Finnish, Russian, Polish, Turkish,  
Hungarian, Traditional 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 Templates  
WorldCard provides various print templates. You can also easily create your own tem-  
plates and print contact information in different formats.  
• Recognize Contacts from Other Sources  
Recognize business card image files taken by digital cameras or advanced mobile phones.  
It can also work with the flatbed scanner.  
• Data Exchange  
Supports synchronization/importing/exporting for Outlook, Outlook Express, Lotus  
Notes, Palm, Windows Mobile, ACT! by Sage, Goldmine, Salesforce and other PIM  
software.  
Note: The Windows Vista version does not support the export/import/sync function for  
Pocket PC and Goldmine.  
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WorldCard  
1-ꢀ  
* Unicode  
Unicode makes it possible to display various languages of business cards at the same  
time.  
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Chapter 2 Getting Started  
2-ꢀ  
Chapter 2 Getting Started  
2.1 System Requirements  
• Pentium III 800 CPU or above  
• 256MB of RAM  
• 200MB of available hard disk space  
• Windows 2000/XP/Vista  
• USB Port  
2.2 Installing Penpower WorldCard  
To properly use your WorldCard  
1. Install the software included on the CD.  
2. Connect your WorldCard scanner to your PC.  
3. Scan or capture your business cards and enjoy!  
2.2.1 Software and Driver Installation  
To save time, Penpower has combined the installation of the hardware and software into  
one easy process. To start, insert the CD into your CD/DVD ROM (if the program does not  
automatically start, just double-click the setup.exe file on the CD).  
1. Click Next.  
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WorldCard  
2-2  
2. Select I accept the terms of the license  
agreement to accept the license agree-  
ment. Please read licensing agreement  
completely.  
3. Please fill in your name and company  
name. Click Next to continue.  
4. Please follow the instructions in the on-  
screen notice. Click Next to continue.  
5. Please select the location to install the  
program. The default location is c:\Pro-  
gram Files\WorldCard. Click Next to  
continue.  
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Chapter 2 Getting Started  
2-ꢁ  
6. Click Install to begin installation.  
7. If you want to run the Scan Manager  
when starting up the computer for quick  
scanning into Outlook, Outlook Express,  
Windows Contacts or ACT! directly,  
click I want to execute Scan Manager  
when start-up, and then click Next to  
continue.  
8. Click Finish to complete installation. If  
you do not want to restart now, click No,  
I will restart my computer later.  
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WorldCard  
2-ꢂ  
9. After installation, you can run the application software under [Start] /[All Programs]/  
[PENPOWER WorldCard] / [WorldCard].  
10. System will ask you to register for warranty at your first run. Please press Register now  
to start registration or press Register later to skip this procedure. You can register later  
on from [Help]/[Register]. If you want to choose Register later and do not need to be  
reminded again, you can check Don’t show this page at startup.  
2.2.2 Connecting Hardware  
After installing the software, connect the USB connection of your WorldCard scanner or  
business card camera to the USB port of your computer.  
Note: Some computers may shut down accidentally after connection. This is due to lack of  
power to support several USB devices. To avoid this problem, connect your World-  
Card scanner/business card camera and other USB devices to an extra-powered  
USB hub.  
Windows 2000  
After connecting your device, the Digital  
Signature Not Found dialog box displays  
on your computer. Click Yes to complete  
the hardware installation of the card scan-  
ner.  
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Chapter 2 Getting Started  
2-ꢃ  
2.3 Preparation for Card Scan  
2.3.1 Calibration  
After installing the software and drivers,  
your WorldCard scanner must be calibrated  
in order to ensure perfect results.  
Place the calibration card into the scan-  
ner. Make sure the calibration card is flush  
with the mark to the side.  
Note: To calibrate the A6-sized Color and A8-sized gray-scale scanner, insert the blank  
side of the card face down. To calibrate the A8-sized color scanner, insert the blank  
side of the card face up. In case the calibration card is lost, you can use any same  
size white card for calibration.  
WorldCard duet 2 does not need calibration.  
Tip: If there is any color indifference after scanning a card, you can calibrate the scanner  
by clicking Calibration on the Tool menu.  
2.3.2 Start-Up Wizard  
Start your WorldCard software by double-clicking the WorldCard shortcut on your desk-  
top. After the WorldCard program starts, the following screen will appear.  
1. To start the wizard, click Next.  
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WorldCard  
2-6  
2. The Wizard can help you quickly choose what you want to do:  
Scan Card: allows you to add a card to your file.  
Load Card Image: allows you to take an existing picture of a business card and add it to  
your file.  
Import data: allows you to import data from sources such as Lotus Notes, Microsoft Out-  
look and Outlook Express, PocketPC, Palm, ACT! by Sage, Goldmine, Salesforce, etc.  
Notes: The Windows Vista version does not support importing data from Windows Con-  
tacts, Pocket PC and Goldmine.  
Import Old Version Data: allows you to import the previous WorldCard file formats into  
your new WorldCard File.  
You can select a command and click Finish to continue.  
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Chapter 2 Getting Started  
2-ꢄ  
2.4 Online Help  
WorldCard provides excellent online help info:  
1. Click [Help]/[Index] to find the user manual.  
2. Click [About WorldCard], you can go  
to Penpower Technology Inc. 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  
service contact by pressing Send Email  
at the bottom. Or you can open your  
favorite email client, copy and paste  
hardware information and email to us.  
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WorldCard  
2-8  
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Chapter 3 Overview  
3-ꢀ  
Chapter 3 Overview  
3.1 User Interface  
A
B
C
E
F
G
I
H
J
D
A: Category tab  
B: Search tab  
F: Delete Category  
G: Disk space used  
H: Status  
C: Card Window  
D: Recycle bin  
E: Add Category  
I: Alphabet  
J: Connection status  
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WorldCard  
3-ꢁ  
3.1.1 Menu Toolbar  
A
B
C
D
E
F
G
H
I
J
K
L
M
N
A: Save your Card file  
B: Print Preview  
C: Delete Card  
J: Synchronize with Outlook/PDA/Palm/  
Lotus notes  
K: Send an email to selected person  
L: Export all your data and the portable  
software to selected flash disk or  
hard drive  
D: Delete card from Category  
E: Settings  
F: Mode button  
M: Edit Card  
G: Scan a new business card  
N: Edit Print Template  
H: Multiple scan business cards  
I: Add a new card from another picture  
source  
3.1.2 Alphabet  
When the Alphabet index has contents,  
the index letter appears in black.  
The Alphabet index is indexed by  
Display Name and by Company. To select  
it, on the Tool menu point to Setting and  
click Field Setting. In the Alphabet Index  
settings area you can choose by Display  
Name and by Company.  
When select by Display Name, the contacts will be indexed by display name. When  
select by Company, the contacts will be indexed by company name. If the display name or  
company name is not English, the contact will be put in  
.
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Chapter 3 Overview  
3-3  
3.2 Scanning Wizard  
3.2.1 Scanning Business Cards  
To scan business cards, select Scan  
. The wizard opens:  
1. Under Card Style, select Single-sided or Double-sided.  
2. Select the language of the card. If the card is double-sided select the language of the both  
sides.  
3. Insert the card into your WorldCard Scanner, placing the card edge flush with the marker.  
Once inserted, the Scanner status area should say Ready.  
4. In the Scanner Panel area select:  
- Auto Scanning if you want the scan to automatically start when the paper is inserted.  
- Auto Recognition after scanning if you want the card information to be automatical-  
ly added to your file. If you want to preview the scanned card image before recogni-  
tion, do not select this. If you select Double-sided, you can click Skip back side to  
scan the front side only.  
- Editing business card after scanning to display the Edit window when closing the  
Scan Wizard.  
5. After you recognize the card, the information will automatically go into the Unfiled  
category.  
Note: To scan business card, insert the business card face up into the A6-sized and  
A8-sized color business card scanner. Insert the business card face down into the  
A8-sized gray-scale business card scanner. A6-sized business card scanner has two  
hardware buttons. The one on the top is for scanning pictures via the TWAIN inter-  
face, another one is for scanning business cards.  
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WorldCard  
3-ꢂ  
3.2.2 Batch Scanning  
To batch-scan business cards, select  
Batch Scan  
from the toolbar.  
With this command, you can scan many  
cards easily, preview them, and then add  
them to your Card File.  
1. Select single- or double-sided. Next,  
select the languages of each side.  
Note: only cards (single-sided or double  
sided) that have the same languages  
chosen for each card can be batch-  
scanned.  
2. The Scan status pane displays the status  
of the scanner. Select Auto scanning if  
you want to automatically feed in your  
cards. If the card does not scan properly,  
click Rescan to try again. If you want  
to return to the previous screen, click  
Previous.  
3. This screen allows you to quickly rec-  
ognize all the cards scanned during this  
batch. When you are done, click Finish.  
3.3 Scan Business Card Directly  
To scan your card directly, click the Setting arrow  
and click Scan Option.  
Under Scan Method click Scan card directly. Refer to Chapter 5.9 for more detailed  
explanation.  
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Chapter 3 Overview  
3-5  
3.4 Viewing Contacts  
WorldCard provides several ways to view your contacts: List mode, Label mode, Im-  
age mode and Dual Mode. The default setting is List mode. To select other modes, on the  
View menu click View Mode or click the Mode arrow from the toolbar.  
3.4.1 List Mode View  
List Mode is the default mode view.  
Contact Information List  
After scanning business cards, you will see the scanned contact information list in the  
right pane of the card window.  
At the top of the pane, you can quickly see how many cards are in each category. For  
easy organization, notice the dark-highlighted entries indicate cards that have not been  
edited or verified yet.  
To sort the contact information into alphabetical order, click the field name.  
Besides the contact information, you can also quickly discriminate the single  
double sided card by their different icons.  
and  
Tip: You may select the displayed fields from the Tool menu, point to Setting and click  
Field Setting.  
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WorldCard  
3-6  
Category tab  
You can manage your business cards by storing them in category groups. The Category  
tab is in the left pane of the card window. You can find the All Records category and the  
Unfiled category as the default. WorldCard allows you to add as many user-specified catego-  
ries and sub-categories to manage your business cards as you choose.  
3.4.2 Label Mode View  
The Label Mode view displays contact information and business card at the same time.  
The contact information shows display name, company, title, office address, mobile  
phone number  
website.  
, office telephone number  
, office fax number  
, Email address and  
This icon  
means the business card is double sided.  
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Chapter 3 Overview  
3-ꢃ  
3.4.3 Image mode  
Click the  
button to view front side of all business cards, click the  
button  
to view the back side of all business cards.  
When the  
icon shows in the right-top corner, it means the contact has a double-sided  
business card image. You can click the icon to see the other side of business card image.  
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WorldCard  
3-8  
3.4.4 Dual mode  
Dual mode lists the scanned contact information in the upper right management pane and  
can display the front and back side image of the business card in the lower right pane. You  
can click the front or back side icon of the card to magnify it.  
When the  
icon shows in the right top corner, it means the contact has double-sided  
business card image. You can click the icon to see the other side of business card image.  
Tip: You can drag the business card image from the view modes (except List Mode) to  
other applications such as Microsoft Word, Excel etc.  
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Chapter 4 Editing Cards  
4-ꢀ  
Chapter 4 Editing Cards  
4.1 Editing Window Overview  
The Editing window allows you to edit the information of individual business cards.  
To select the Editing window, just double-click any card record in the list menu of the  
management pane or click the Edit Selected Record button  
on the Editing toolbar and  
edit the selected records.  
You may click a record and press CTRL or SHIFT key on your keyboard, and then click  
another record for multiple selection.  
4.2 Verifying Contacts  
The Editing window allows you to verify the individual contact information for any  
specific business card. When the editing window is open for a card, the following screen will  
be presented containing information relevant to the card selected from the Management  
window.  
The Editing window may be used to edit any information on a business card and to  
correct or update information as necessary for future changes of an individual contact. The  
features and functions of this window are described below  
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WorldCard  
4-ꢁ  
Note: You can double-click on the business card image to see a bigger image or back to  
original view.  
Enlarge  
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Chapter 4 Editing Cards  
4-ꢂ  
4.3 Editing Contacts  
The WorldCard Editing window has three panes: the Card Information pane, the  
Personal Information pane and the Notes pane. The Card Information pane displays all  
relevant business card data that was retrieved from the card recognition. The Card Informa-  
tion pane is shown in the following picture.  
Card Information  
Personal Information  
Notes  
The information in the Card Information pane is categorized in fields such as Name,  
Position, Company, Address, Telephone/Fax numbers, Email address and Web Site. Addi-  
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/displays important data from your personal notes about your busi-  
ness contacts.  
Note: If, at any time during the editing mode, an incorrect action is selected, you can  
reverse the changes by clicking the Restore button  
from the Editing window.  
Clicking the Restore Icon will delete the last change made and restore the previ-  
ous content of the business card.  
To exit the Editing window, right-click the Exit button  
or select Exit from the File  
menu of the Editing window toolbar.  
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WorldCard  
4-4  
4.3.1 Recognizing Partial Content of a Card Entry  
In some cases, the information of a business card may not be completely recognized. You  
may use the Partially Select and Recognize command of the Editing window. To select  
Partially Select and Recognize, click this icon  
.
After 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 information which has been  
highlighted.  
Besides, WorldCard allows you partial replacement to the filed you want to replace at the  
left pane directly. Click the field you want to replace, select the area in the name card image,  
then click Replace current field. The replacement will be done.  
1
2
3
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Chapter 4 Editing Cards  
4-ꢃ  
4.3.2 Adjusting the Separation Rate  
The Separation Rate is the rate of separation between the color of the card background  
and the color of the text data contained on the business card.  
After clicking the Separation Rate button  
, the following window appears.  
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You can move the slider to achieve the clearest contrast between the background colors  
of the business 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 recognition of the card information.  
You may also adjust the separation rate by area. On the top business card image, select  
a specific area, and move the slider to achieve the clearest contrast between the background  
and text of the selected area. You can adjust multiple areas, each area with its own separation  
rate. Click the  
area.  
button to remove selected area. Click the  
button to reverse selected  
4.3.3 Deframing Command  
The Deframing Manually command  
allows you to select a specific area of a busi-  
ness card to save. After the appropriate area  
is selected, a box will be drawn around the  
selected data.  
If the data selected to be modified 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 Rotate  
The Fine Rotate command  
is used  
to correct the horizontal positioning of a  
card after it has been scanned. This is some-  
times necessary if a card has been inserted  
into the WorldCard scanner incorrectly and  
the resulting scan is skewed in the horizon-  
tal plane. An indication of a card that has  
been improperly scanned is as follows:  
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Chapter 4 Editing Cards  
4-ꢅ  
4.3.5 Rotating Card  
If the card image shows an incorrect ori-  
entation, you can use the Rotate Card com-  
mand of the WorldCard editor to properly  
align the card orientation. To use the Rotate  
Card command, click the Rotate Card but-  
ton  
in the Editor window. After you  
click the button  
, the rotation angle  
options will appear.  
Select the appropriate angle of rotation  
and then click the Rotate button  
. The  
card image will then rotate to the selected  
orientation. 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 scanned inappropriately,  
you may use the Rescanning command  
of the WorldCard editor by clicking the  
Rescanning button  
. After clicking the  
Rescanning button, the following menu ap-  
pears.  
You can select the appropriate languages  
from the pulldown menus.  
After you have selected the appropriate  
language settings, you can click the Scan  
icon to rescan the business card.  
The card must then be inserted into the  
WorldCard scanner as appropriate for the  
orientation of the languages selected.  
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WorldCard  
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4.3.7 Recognize Again  
After adjusting a card image with any  
commands of the Editing window, you can  
recognize the business card again to update  
the image processing of your revised card  
image.  
This task can be accomplished by click-  
ing the Recognize again icon  
from the  
Editing window.  
Select the appropriate language(s) for  
the front and/or back side of the card. Then,  
select the correct 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 proceed  
with the Recognize again command by clicking the Recognize button  
After clicking the Recognize icon is selected, the following prompt appears in the Edit-  
ing window.  
.
Click Yes to begin the recognition process. Note that the card information will be cleared  
when you click Yes.  
4.3.8 Front and Back Business Card Image Exchange  
Click  
to exchange the front side and back side images of the business card.  
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Chapter 4 Editing Cards  
4-ꢇ  
4.4 Viewing Cards  
Cards are displayed in the Editing window after the scanning process. The following  
window shows a typical display of a card in the Editing window.  
You can click Back Side button  
ness card.  
to see the back side image of the busi-  
You can click  
image.  
to select the different display percentage of the business card  
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 the Save Card Image button  
.
4.4.2 Deleting Card Image  
To delete a card image from the Editing window, click the Delete Card Image button  
with your mouse pointer.  
If you have made an error in deleting a card image, the Editing window allows you to  
recover the card image by clicking the Restore button  
.
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Chapter 5 Managing Business Cards  
5-ꢀ  
Chapter 5 Managing Business Cards  
The management functions of WorldCard allow you to categorize contacts, send e-mail  
by contact or group functions, add new cards to a group, import cards from other sources,  
search cards by various data fields, encrypt files to protect your card database, print cards,  
export the database to other applications and synchronize your card information with other  
software applications.  
5.1 Categorizing Cards  
The WorldCard software allows you to manage your business cards by storing them in  
the category groups. After installing your WorldCard software, you will find two default  
categories 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.  
5.1.1 Categorizing from Management Page  
Each card, in addition to being categorized by last name, can also be categorized with our  
own individual settings so that you can efficiently manage numerous cards in your World-  
Card database. From the WorldCard Management pane, highlight the card information you  
want to categorize, drag it directly into a specific category type under the Category list on  
the left side of the management window.  
Tip: Cards in each category can be easily moved from one category to another by drag-  
ging.  
Tip: Each card can belong to a main category and numerous sub-categories. For ex-  
ample, Bruce is a vendor of your company and your classmate. You can drag his card  
into vendor category and then, drag his card into the classmate category from the All  
Records category. The first category you drag Bruce’s card to will become the main  
category for his card entry.  
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5.1.2 Categorizing from Editing Page  
WorldCard allows you to categorize a  
business card directly from the Editing  
pane. To categorize a card from the editing  
page, click on the Set Category  
button  
. The Card Category dialog box appears.  
Select the category and then click OK. You  
may also add a subcategory from this win-  
dow by clicking the Subcategory button.  
5.1.3 Sending Email by Category  
To send email to a category group, select the appropriate category group from the man-  
agement page. Once selected, the category will 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 the Email editing  
window will then open with the appropriate contact list.  
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Chapter 5 Managing Business Cards  
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5.2 Merging and Separating Cards  
WorldCard allows you to merge two business cards into one card entry. To merge two  
cards into one, select two cards in the Management window.  
On the Tool menu on the Editing window, click Merge and the following dialog 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 entries can also be accomplished  
with WorldCard. To separate a double-sided card into two separate entries, select the ap-  
propriate card from the Management window. Then, on the Tool menu click UnMerge. The  
double-side card is separated into two separate entries in the appropriate category.  
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5.3 Adding new Cards  
You may add contacts to your WorldCard database by scanning their business card or by  
manually entering the contact information. If you do not have a card from a new contact, you  
can enter the contact information of a new business contact into your WorldCard database  
manually.  
5.3.1 Adding an Empty Card  
To enter a contact manually without a business card, on the File menu in the Manage-  
ment window, click New Empty Card. This will open the Editing window.  
In the Editing window, manually select each category for your new contact. Then, type  
your new contacts information into the field.  
5.3.2 Adding the Same Company Card  
WorldCard allows you to add contact information for a new colleague from a company  
that is already in your database without scanning the actual business card. To add a new  
colleague of a company already on file, in the Management window, select a card from the  
new colleague’s company.  
After you have selected the card of the new colleague’s coworker, on the File menu in the  
Management window select the File New Same Company Card. This will open the Edit-  
ing window.  
On the left side of the Editing window, the new colleague’s company information will  
appear in the Card Information pane of the Management window.  
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Chapter 5 Managing Business Cards  
5-5  
5.4 Adding Cards from Other Resources  
The WorldCard Business Card Scanner and other WorldCard recognition products are  
equipped with a card scanner or camera which are used to capture a card image. However,  
you may use other hardware resources in conjunction with your WorldCard software to pro-  
cess card images.  
5.4.1 Photo File  
WorldCard can process a business card entry from a photo image in either .bmp or .jpg  
format. To use this option of your WorldCard software, you must have a picture image of  
the card on an accessible medium which your computer can access directly, as well as a con-  
nected the camera or scanner. To select an alternative 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-compliant scanner. If your scan-  
ner is connected, WorldCard software will recognize it and add the scanner to the resource  
list. Click the Image Source arrow  
and click Twain Scanner.  
Ensure that the resolution for your scanner is set to at least 300dpi.  
Tip: You may scan up to 8 cards at one time with an A4 size flatbed scanner. Place the  
card on the bed of your scanner with some separation between the card edges to  
clearly distinguish each individual card. You may also use an A4-size white paper to  
cover the business cards for recognizing regions of business cards properly.  
When the scanning process is completed, the following TWAIN Scanner dialog box ap-  
pears.  
You can also recognize the cards automatically by clicking the Clear All Regions button  
. This will remove all red recognition rectangles from your Twain Scanner window.  
Then click the Auto Select Regions button  
. You will see the recognized cards identi-  
fied as in the previous display of the TWAIN Scanner dialog box. Recognized cards will  
appear within red rectangular boxes with their corresponding recognition number superim-  
posed in red. Please see the following example of a correctly recognized card, (number 1)  
and so on.  
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After the cards have been identified, click Recognize. In the Language settings dialog  
box you can select the language to use to recognize the business cards. When the recogni-  
tion process is completed, you will be returned to the Management window. Your new card  
entries appear at the bottom of your All Records Category.  
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Chapter 5 Managing Business Cards  
5-ꢄ  
5.5 Searching Contacts  
You can quickly and efficiently find your contacts with WorldCard Search features.  
5.5.1 Text Search  
The Text Search command of the WorldCard software allows you to quickly find a  
specific contact. To use Text Search in the WorldCard Management window, on the View  
menu point to Search, and click Text Search.  
The Text Search pane appears as follows:  
Tip: You may enter the Text Search win-  
dow directly from the WorldCard  
Management window by clicking the  
Search button  
.
In the Text Search pane, enter a key 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, there is a list of all categories where the data from your search string was  
found. The right pane shows the search results that display all of the applicable fields for the  
cards stored in your WorldCard database.  
You can double-click on any record displayed in the Search Results pane to open the  
card in the Editing window.  
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5.5.2 Advanced Search  
WorldCard also offers an advanced  
search function. To use the advanced search  
function, on the View menu, point to Search  
and click Advanced Search.  
The Advanced Search pane will open  
and appear as right.  
Tip: You may also open the Advanced  
Search pane from the WorldCard  
Management window by clicking  
the Search button  
. When  
the Text Search pane appears, click  
on the Advanced Search + button  
.
In the Advanced Search pane, you can enter your search criteria by category. You may  
select from categories in any one of three option windows. If you have several cards with  
similar criteria in your database, you may narrow your search further by using more than one  
of the Search Criteria menus.  
After a Category for your Advanced  
Search is selected from one or all three  
Category options, you may enter an appro-  
priate search string in the text field of each  
Category. A completed search will appear.  
Please also note that the Search Criteria options include the AND operator  
the OR operator . You may use these operators to further define your Advanced Search.  
The AND operator defines that your search results contain the criteria listed in all three  
and  
search fields. Using the OR operator, a valid result must only match one of any of the three  
fields to be a valid result.  
You can further define your Advance Search Criteria by using a specified Category. To  
select a specific category, select Select Category  
and specify a category.  
You may also define your Advanced Search by calendar dates. To define a period for an  
Advanced Search by Dates, select Select Dates icon  
and make date selection  
available.  
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Chapter 5 Managing Business Cards  
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After selecting search by date, you may  
use the From and To date options to specify  
a period for your search criteria. The From  
and To options appear as in the right picture.  
5.5.3 Finding Duplicate Data  
Over a period of time, you may find that you have received a business card from the same  
individual on more than one occasion.  
WorldCard has a built-in feature for finding duplicate data. To use Finding Duplicate  
Data, click Run on the Main Menu and then Duplicates Data. A progress meter briefly dis-  
plays in the middle of the Management window showing the progress of the search. After  
all records have been scanned, the Search Results pane displays any duplicate entries as  
shown.  
In the pane on the left side, there is a list of all Categories where Duplicates Data was  
found. In the Search Results pane on the right side, there is a list of all duplicate card en-  
tries.  
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5.6 Safeguarding Your Contacts  
Information is a valuable resource to any business. WorldCard recognizes the intangible  
value of your business card contacts and has built-in features to help you safeguard that data.  
5.6.1 Save  
WorldCard is a business card database management system. It automatically saves all  
changes when exit the system. You can manually save your card database by on the File  
menu click Save.  
You can also save your database by clicking the Save button  
on the WorldCard Man-  
agement window.  
5.6.2 Save As  
You can save your database file to a specified directory for use as 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 avail-  
able. After you have named your file accordingly, click Save to complete this operation.  
5.6.3 File Encryption  
Protecting sensitive contact information is important in the business environment. The  
WorldCard software recognizes the importance of sensitive data and allows you to protect  
that data from unauthorized access.  
To protect your WorldCard database from unauthorized access, WorldCard offers you an  
automatic file encryption with password protection. You can encrypt your WorldCard data-  
base by the following procedure.  
On the File menu, click File encryption.  
The File encryption dialog box appears.  
If you wish to use File encryption,  
select Use file encryption.  
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Chapter 5 Managing Business Cards  
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With Use file encryption selected, you  
may use the File Encryption option with  
password protection.  
When the Set Password/Change  
Password option is selected, the password  
option is available for you to enter your ap-  
propriate password options.  
Note: Protect and safeguard your password. WorldCard does not offer a password recov-  
ery option. If you forget your password, your database is inaccessible.  
Tip: If you wish to decrypt the File encryption, place the mouse pointer over the selection  
circle of the UnUse file encryption option.  
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5.7 Online Map  
WorldCard offers you online map with a click of your mouse.  
1. Select the contact, then click Run /  
Display map of Address. You can  
select the country from the pull-down  
menu.  
Note: WorldCard offer address searching of many nations, including: Australia, Austria,  
Belgium, Brazil, Canada, China, Denmark, Finland, France, Germany, Italy, Ja-  
pan, Netherlands, New Zeeland, Norway, Poland, Russia, Spain, Sweden, Switzer-  
land, Taiwan, U.S., UK and many more to come.  
2. You can also right-click on the contact,  
then click Display map of Address.  
Select the country from the pull-down  
menu.  
3. If address searching you selected is more  
than one contact, the Display map of  
Address menu will appear. Click on the  
address you want search will lead you to  
online map automatically.  
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Chapter 5 Managing Business Cards  
5-ꢀꢂ  
5.8 Printing Cards  
WorldCard software allows you to print card information in several usable formats. An  
overview of the WorldCard printing features is presented in this chapter.  
5.8.1 Printing Preview  
Before printing card information, WorldCard allows you to preview your information in  
the appropriate format for your desired output. To use the Print Preview options of your  
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 menu to the left of the Print preview pane.  
After the applicable Template is selected, you may further define your printing preview  
by selecting the available options in the selected Template. A similar Print Preview option  
list will appear depending on your selected Template Class.  
When a Preview option has been selected, the Print Preview pane reflects that change  
on the right side.  
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5.8.2 Editing Print Templates  
WorldCard allows you to edit templates for printing your cards. On File menu click Print  
Template Edit, the following pane appears. You may also click the Edit Print Template  
icon  
.
To edit the Print Template, you may select a Template Class and Template from the left  
pane. Then adjust the settings of the print paper from the pane on the upper right. If you wish  
to 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 Code under Address column  
WorldCard provides Add Label and  
Add List template model for creating your  
own templates. On the Template Class  
menu, click Edit. The Edit dialog box ap-  
pears.  
To add a new print template, click Add  
Label or Add List, and then enter the tem-  
plate name. Click OK to return to the Print  
Template Edit pane for editing the new  
print template.  
Note: You may also rename or delete templates with the Edit function.  
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Chapter 5 Managing Business Cards  
5-ꢀ5  
5.9 Exchanging Contacts  
WorldCard software allows you to exchange valuable contact information with other ap-  
plications through the use of the Import, Export and Synchronize commands.  
5.9.1 Export  
To select export fields, you may refer to 5.10.1 Export Option for a detailed explanation.  
To export your WorldCard database to another application such as Microsoft Excel, Access,  
Outlook, Outlook Express, Lotus Notes, PocketPC, Palm, ACT!, Goldmine, Salesforce, CSV  
or VCard, on the File menu click Export.  
Notes: The Windows Vista version does not support Exporting data to Pocket PC and  
Goldmine.  
This will open the WorldCard Export Wizard screen and the following dialog box ap-  
pears.  
To use the Export Wizard, select the type  
of application for the file type that you want to  
create.  
Tip1: Export Text File allows you to export all  
fields.  
Tip ꢁ: Export function supports on Excel ꢆꢄ,  
Outlook 97 and Outlook Express 4.0 ver-  
sion and higher.  
Tip 3: In exporting to an Excel file, WorldCard  
transfers the different categories of con-  
tact information to different sheets.  
Tip 4: Export Wizard will compress the file . It makes your filing and mailing easier by  
producing a smaller file.  
Warnning: Because of the compliance between unicode and ANSI code, you might export  
unreadable characters to Palm Desktop, CSV or Vcard file in cases you exportChi-  
nese, Japanese, Korean....from a single-byte language character based computer  
(such like English, German, French and so on) to a double-byte language character  
based computer (Such like Chinese, Japanese, Korean and so on).  
Click Next. The next Export Wizard dialog box displays.  
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WorldCard  
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Follow the instructions given in the  
Export Wizard dialog box to select which  
cards you want to export. And then click  
Next.  
If you have chosen to continue with the  
Export function, choose the directory to export  
the files to.  
Click OK to export the cards.  
To complete exporting the files, review the  
information displayed in the Export Wizard  
window.  
After exporting is completed, click Finish  
to close the Export Wizard dialog box.  
The Export Wizard operations for exporting your WorldCard database to all application  
types are similar and will not be discussed individually in this manual. However, a brief  
overview of the Export of a card to Microsoft Outlook will be presented.  
To export a card to Microsoft Outlook, select a card or a group of card by selecting the  
specific card(s) in the WorldCard Management window as shown in the following picture.  
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Chapter 5 Managing Business Cards  
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On the File menu, click Export. The Export Wizard dialog box appears, as previously  
displayed in the section. Select the Microsoft Outlook application from the Application  
pane in Export Wizard dialog box and click Next. The next step is displayed in the Export  
Wizard dialog box.  
Select Selected Cards in the Export Range. Click Next.  
The following Export Wizard status dialog box appears.  
When the Export process is completed, you can view the Details page as shown in the  
following picture by clicking Detail.  
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From the Details dialog box, you can choose to export all details of 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.  
To complete the Export process, click Accept. You may see a suspicious script warning  
message at this time. Click Continue on the warning dialog box to proceed. The Export  
Wizard will now display the completed Status and Information of the exported cards being  
processed.. To exit the Export Wizard, click Finish.  
5.9.2 Import  
To import data into your WorldCard  
database from another application such as  
Microsoft Outlook, Outlook Express, Pock-  
etPC, Palm, ACT!, Goldmine, Salesforce,  
CSV or VCard, click Import on the File  
menu. The Import Wizard dialog box ap-  
pears.  
Select the type of application source to  
import into your WorldCard database.  
Note: The example displays import data  
from Microsoft Outlook Express us-  
ing Windows XP.  
Note: Windows Vista does not support im-  
porting data from Windows Contacts,  
Pocket PC and Goldmine.  
Click Next in the Import Wizard dialog  
box. The next dialog box appears.  
Note: When importing data from a Mi-  
crosoft Office application such as  
Microsoft Outlook, you may receive  
a warning message to advise you  
that a program is trying to access  
email address information from the  
application. This warning message  
may appear similar to the following  
picture depending on your version of  
Microsoft Office. To continue, click  
Yes.  
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Chapter 5 Managing Business Cards  
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While your files are being imported, a  
blue progress bar displays. After the process  
is completed, the Import Wizard dialog  
box displays Status and Information.  
You can view the actual information being imported by clicking Detail. The Details  
dialog box displays.  
In the Details dialog box, you can select to import all details of each card or none and  
then click the OK.  
To complete the Import process, click Accept. The Import Wizard dialog box will up-  
date the Status and Information fields for the data accepted. When the update is completed,  
click Finish 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.  
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5.9.3 Sync  
The WorldCard Synchronize function allows you to synchronize the data between  
WorldCard and other applications such as Microsoft Outlook Express, Microsoft Outlook,  
Lotus Notes, PocketPC Contacts, Palm Desktop, ACT! by Sage, Goldmine and Salesforce.  
Notes: The Microsoft Vista version does not support synchronizing data with Windows  
Contacts, Pocket PC and Goldmine.  
To use the Synchronize function, on the File menu, click Sync. The Sync Wizard dialog  
box appears.  
Select the application that you desire to synchronize with your WorldCard database by  
clicking Next. The Sync Wizard Status and Information dialog box will open. At the same  
time WorldCard will begin to synchronize with the selected application.  
While synchronization occurs, a blue progress bar displays. Once the process is complet-  
ed, the Sync Wizard window will display Status and Information data about the records  
you have synchronize.  
In the Status pane you can see that there is a difference between the Microsoft Outlook  
database and the WorldCard database. The Information pane shows all actions that have  
been completed at this point.  
Note: The Sync function synchronizes the Client database with the Host database. In  
other words, data in the Client database is changed to reflect the data in the Host  
database. After clicking Accept, the Client database is to match the Host database.  
After this point you cannot reverse the process. You may select the WorldCard  
database to act as either the Host or Client database from the Settings dialog box  
discussed in section 5.10.2 of this manual.  
Note: You will be asked to input the User ID, Password and DB Path when you synchro-  
nize with Salesforce to protect and safeguard your contact info.  
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Chapter 5 Managing Business Cards  
5-ꢁꢀ  
You can view the complete details of the actions that will 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 all data to accept all data in the list as  
acceptable changes.  
For this item, the Sync function would DELETE the entry from Microsoft Outlook.  
Alternatively, you can use the Select none data icon to clear the selection of all items in the  
list. After reviewing the Detail list, you may close the Detail window by clicking OK.  
To accept the actions required to synchronize the two databases, click Accept. The De-  
tails dialog box will display the updated Status and Information panes. To close the dialog  
box and complete the Sync process, click Finish.  
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WorldCard  
5-ꢁꢁ  
5.10 Settings  
WorldCard has many selectable Setting options to allow you to configure the operational  
functions of Export, Synchronize, Field Display, User Define Field and Scan options. To  
set your WorldCard options, use the procedures outlined in this chapter.  
On the Tool menu, point to Setting and click any of the options. Alternatively, on the  
main toolbar click the Setting button  
.
5.10.1 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 as a default  
configuration. The fields on the right will  
be exported to Excel, Access and CSV files.  
To add another field, select a field from the  
left side and click the [->] button. Click  
[>>] button to export all fields. You can set  
the number of fields with the same name to  
export (up to 10 ).  
Select Split address field to export ad-  
dress detail to different fields. After you’ve  
selected the options you want, click OK to  
accept the changes.  
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Chapter 5 Managing Business Cards  
5-ꢁꢂ  
5.10.2 Synchronize Option  
To set the Synchronize options, open  
the Setting dialog box as described in the  
preceding section of this chapter.  
The Synchronize tab of the Setting  
dialog box appears with Microsoft Outlook  
as the selected PIM. PIM stands for Pro-  
tocol Information Management software.  
Change the PIM as desired. The Conflict  
Process option can be set to manage any  
conflicts which may occur during the Sync  
operation.  
ACT!, Goldmine and Salesforce require  
a user ID, Password and DB Path. Before  
synchronizing with above applications, you  
may input this information into the boxes in  
the Other Options area.  
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WorldCard  
5-ꢁꢃ  
5.10.3 Field Display  
To set the Field Display options of the  
List Mode, open the Setting dialog box as  
described in the preceding section of this  
chapter.  
The Field Display tab of the Setting  
dialog box appears with a default configura-  
tion as displayed in the above window. To  
modify the selected options, click any avail-  
able field from the Available Field menu  
on the left side of the dialog box. After a  
field is selected, click Add to add it to the  
Displayed Field list. The selected field  
will be added to the applicable WorldCard  
screens.  
To remove a field, click the desired field in the Displayed Field list. Then click Remove  
to delete 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 apply any changes.  
The Alphabet index can be indexed by Display Name and by Company. Please refer to  
Chapter 3.1.  
5.10.4 User Define Field  
To configure the User Defined Field options, open the Setting dialog box as described in  
the preceding section of this chapter.  
The User Defined Field tab displays  
the default configuration as seen in the  
preceding picture. You may define up to  
ten user-specified fields to be displayed in  
your WorldCard screens. To define a field,  
select a User Defined Field from the avail-  
able fields on the left side of the dialog box.  
Then, assign the Defined Field Name and  
Define a Recognition Keyword in the text  
box. Set the language recognition option  
and click Apply.  
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Chapter 5 Managing Business Cards  
5-ꢁ5  
5.10.5 Scan Option  
To configure the Scan options, open the Setting dialog box as described in the preceding  
section of this chapter.  
The Scan tab displays the default config-  
uration as seen in the preceding picture. You  
may define Card Style, Language, Chinese  
character options and Scanning method.  
You can also select Auto Detection. Click  
Apply for the settings to take effect.  
If you use WorldCard duet 2, instead of  
the Scan tab, there is a Capture tab. On the  
Capture tab on the Light flicker frequency  
list select Outdoor, 50Hz or 60Hz to match  
your environment.  
5.10.6 Revising the Results of Chinese Card Recognition  
WorldCard software has optical character  
recognition (OCR) capabilities designed to  
work specifically with Chinese characters.  
To optimize the settings for recognition  
of a Chinese language card, on the Scan  
tab in the Chinese character option area,  
select Traditional Chinese or Simplified  
Chinese.  
Under the Chinese character option area, you can select Recognize Hong Kong  
characters if you are scanning cards from Hong Kong. The character set for Hong Kong is  
slightly different than the Traditional or Simplified Chinese character sets.  
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WorldCard  
5-ꢁ6  
5.11 WorldCard Portable Disk  
With Penpower WorldCard, you have a new traveling companion and all the flexibility  
you need for a successful business trip. You can quickly store your WorldCard Portable  
software and database on any USB flash disk and access them from the USB port of any  
available computer.  
5.11.1 Saving Card Data to a Portable Disk  
Note: WorldCard does not come with a flash disk. Flash disk must be purchased separate-  
ly.  
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 displays.  
In the Flash Disk dialog box, select an  
Export Range. Setting the range to the Se-  
lected Cards option exports only the cards  
that have been selected in the Management  
window.  
After you have set the Export Range,  
select a Flash Disk drive from the Select  
Drive list for available flash drives on your  
system. After you have selected the correct  
flash disk drive, click OK.  
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Chapter 5 Managing Business Cards  
5-ꢁꢄ  
5.11.2 Card Data Management for Portable Disk  
To use the card data stored on a flash disk, plug the flash disk into the USB port of any  
computer. Using the My Computer directory of Microsoft Windows, locate the Flash Disk.  
In the flash disk directory, locate the Card_MiniDrv folder. Double-click the  
Card_MiniDrv folder. 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 the Mini_Drv mode you can view cards in List or Label mode. You can use World-  
Card search functions and send email using the same procedures as the standard WorldCard  
database in the office. For instructions on using any of these available features, see the previ-  
ous sections of this manual for complete operational instructions.  
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WorldCard  
5-ꢁꢅ  
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Chapter 6 Scan Manager  
6-ꢀ  
Chapter 6 Scan Manager  
WordCard integrates with Microsoft Outlook, Microsoft Outlook Express, Windows  
Contacts (Vista) and ACT!. You can scan business cards and save verified contacts into the  
above programs directly. You can view the original scanned business card image in Micro-  
soft Outlook and ACT! as well.  
6.1 Scanning Contacts  
After installation, you’ll 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, WorldCard opens the scan wizard  
of the indicated program.  
Note: Microsoft Windows Vista version  
supports scanning contacts into  
Microsoft Outlook and Windows  
Contacts.  
Note: If your computer has installed ACT!, after installing WorldCard, you will see the  
button in ACT!, you may also find WorldCard/ACT! under the Tool menu. Click  
the  
button or WorldCard/ACT! from the Tool menu to start the Scan Wizard.  
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WorldCard  
6-ꢁ  
6.2 Scan business cards  
6.2.1 Scan and Edit business cards  
1. Insert a business card and click the Scan button to scan it.  
Tip: The WorldCard software will require you to calibrate the scanner when 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 language of the business card.  
Chinese character option: Select Traditional Chinese or Simplified Chinese for the out-  
put characters. If the characters include Hong Kong characters, select Recognize Hong  
Kong character.  
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Chapter 6 Scan Manager  
6-ꢂ  
Auto recognition after scanning: Select Auto recognition after scanning to recognize  
contacts after scanning. If this option is not selected, you need to click Recognize content  
to address book after scanning.  
Advanced 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 into address book. Regarding the editing functions, please refer to Chapter 4.  
Because Microsoft Outlook Express  
provides limited set of fields you may see  
Card Information (Unmatched Field) on  
the left pane of the Editing window. It lists  
the contact data of unmatched fields. These  
data will not export to the address book of  
Outlook Express. You can click the field  
name to replace the field that is unmatched.  
Click Export to Address Book after con-  
firming all data.  
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WorldCard  
6-ꢃ  
Note: When using Scan to ACT!, you will be asked to input the User ID, Password and  
DB Path after clicking Recognize contact to address book in order to save the  
contacts into ACT! properly.  
6.2.2 View business card image  
You can view the image of the business card by just selecting the exported contact from  
your address book in Microsoft Outlook, and right-click to select view attachment. You can  
magnify the image of the business 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 images in Microsoft Outlook  
Express and Windows Contacts (Vista).  
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Chapter 7 WorldCard duet 2  
7-ꢀ  
Chapter 7 WorldCard duet 2  
7.1 Introduction  
WorldCard duet 2 is a business card camera as well as a webcam. It can take pictures of  
business cards and serve as a webcam for conferences. WorldCard duet 2 is a new system  
that is a breakthrough from traditional scanning. WorldCard duet 2 takes a snapshot of a  
business card, and converts the image to digital form for your computer. This innovative  
procedure allows you to differentiate and manage business card materials in a convenient  
and efficient manner.  
Note: The Penpower WorldCard duet 2 package includes the full version of WorldCard  
card management software on CD, the duet 2 Capture Camera, camera mount, a  
USB cable to connect the duet 2 camera to your computer and the WorldCard instal-  
lation manual.  
7.1.1 Hardware Introduction  
Front view of WorldCard duet 2  
Card holder  
Camera fuselage socket (this can rotate  
and angle can be raised as desired)  
Flexible ring (draw this ring and it raises  
the camera socket of business card auto-  
matically)  
Shutter button  
Note: WorldCard does not support the Shutter button in Windows Vista.  
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WorldCard  
7-2  
Rear view of WorldCard  
Business card cam-  
era fuselage (can be  
used alone; detach  
and lift off)  
Camera Lens  
Camera Clip (use this clip  
when attaching the business  
card camera on a computer  
notebook to use  
independently as a webcam)  
7.2 Installation  
The procedure to install the Penpower WorldCard software package is the same as the  
installation procedure for any other WorldCard package. The software installation for World-  
Card is presented in previous sections of this manual. As a brief introduction to the package,  
please refer to chapter 2 for the software installation procedure.  
7.3 Connecting Hardware  
Note: After installing WorldCard, you must reboot your computer, connect your hardware  
and restart your computer. Connect the WorldCard duet 2 cable to the camera and  
a USB port on your computer. It’s that simple. When you restart your computer, you  
may see the following Windows New Hardware Wizard.  
Select Yes, this time only to have  
Windows find the correct driver for your  
camera and click Next. Windows will find  
the WorldCard driver automatically. This  
completes the installation of your World-  
Card package.  
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Chapter 7 WorldCard duet 2  
7-ꢁ  
7.4 Using Hardware  
To use WorldCard duet 2 as a business card camera:  
1. Draw the flexible ring. The camera socket of business card and business card camera  
fuselage are raised to the position of 80 degrees automatically.  
2. Slide the business card switch downward to establish the function as a camera snapshot.  
3. Insert the business card in the business card holder.  
Inset name card  
Shooting direction  
Card Holder  
Draw the flexible ring. The fuse-  
lage and socket are raised into a  
upright position automatically  
To use WorldCard as a webcam:  
1. Draw the flexible ring, raise the business card camera fuselage  
2. Take the camera fuselage out by detaching it from its frame  
3. Connect the USB cable at the bottom of the business card camera to a computer USB port  
directly  
4. Clip the fuselage to a notebook screen to use as a webcam.  
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WorldCard  
7-ꢂ  
1
2
3
4
7.5 Capturing Business Cards  
Capture  
To capture a business card with your WorldCard duet 2 camera, ensure that the camera  
is in the business card capture mode by sliding the camera mode selection switch to card  
mode in the down position.  
Start your WorldCard software by dou-  
ble-clicking the WorldCard shortcut on your  
desktop. You’ll see the WorldCard wizard.  
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Chapter 7 WorldCard duet 2  
7-ꢃ  
Click Next to continue.  
Note: The Capture Card option is selected by default. To continue and capture a business  
card, click Finish.  
Tip: Click the Capture button  
to open the Card Capture Wizard.  
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WorldCard  
7-ꢄ  
To capture a card, place your card in the  
card holder. After a card is placed in the  
holder, you will see the card in the Capture  
window. You may need to shift the card  
right or left to have a uniform alignment as  
the preview screen right.  
Once the card is properly positioned, select the appropriate Card Style and language op-  
tions.  
Once the correct options have been selected, capture the card by clicking Capture  
.
If the double-sided card option has been selected, WorldCard will prompt you to insert  
the back side of the card with a tip in the Capture Status dialog box as shown in the follow-  
ing picture.  
Rotate your card in the holder and click Capture again to capture the back side of you  
card. You will see some active scanning processing in the Preview pane during the capture  
operation. You also have the option on the Capture Panel dialog box to recapture the front  
side or skip the backside. Click Capture.  
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Chapter 7 WorldCard duet 2  
7-7  
After you have captured the applicable side or sides of your card, click Close.  
This will close the Capture dialog box and add your newly captured card to the Man-  
agement window.  
To Recognize your new card in the Editing window, double click the new card in the  
Management window. The Editing window will open with your new card displayed as  
shown below.  
The functions of the Editing window for WorldCard duet 2 are the same as with the  
WorldCard Color scanner discussed previously in this manual. Please refer to Chapter 4 for  
details.  
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WorldCard  
7-ꢅ  
Batch Capture  
To batch-capture business cards, select Batch Capture. With this function, you can cap-  
ture many cards easily, preview them, and then add them to your Card File.  
1. Select single- or double-sided. Next, select the languages of each side. Please note: only  
cards (single-sided or double sided) that have the same languages chosen for each card  
can be batch-captured.  
2. The Capture status dialog box displays the status of the WorldCard duet 2. Please put  
the card on the card holder as indicated by the tip. Then click Capture. If the card does  
not capture properly, click Recapture to try again. If you want to return to the previous  
screen, select Previous.  
Note: If there is no information on the back side of the card, you can click on the Skip  
back side to capture the next card.  
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Chapter 7 WorldCard duet 2  
7-ꢆ  
3. You can quickly recognize all the cards captured during this batch. When you are done,  
click Finish.  
Note: When capturing business card via  
Capture to Microsoft Outlook Cap-  
ture to Outlook Express or Capture  
to Windows Contacts, you may  
select the Light flicker frequency in  
the Card Capture Wizard.  
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WorldCard  
7-ꢀ0  
7.6 Capture Option  
On the Run menu click Capture from the WorldCard Management screen.  
Once you have clicked Capture, the Capture dialog box will be displayed.  
The Capture functions are as previously discussed in this Chapter.  
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FAQ  
FAQ  
Q: How can I convert the files in earlier version to v6.X format?  
A: WorldCard v6.x can convert your v5.x version files and import them in v6.x format. (For  
v3.0, v4.0 CRD format, support is not available at this moment.) On the File menu, click  
Import and then WorldCard file to convert the files to v6.x format. You can also use the  
Start-Up Wizard to accomplish this task.  
Q: Why are there dark lines on the scanned pictures of business cards, or all scanned  
pictures turn out blank?  
A: Before you use WorldCard the first time, you’ll be asked to complete Calibration. If the  
problem still exists after calibrating, on the Tool menu, click Calibrate the scanner to  
proceed with calibration. You can also use Calibrate the scanner in the scan wizard for  
calibration.  
Q: How do I backup business card files?  
A: On the File menu, click Export and click WorldCard files (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 persons have to type in  
your predefined password to open the encrypted files.  
Q: How do I combine two pieces of business card data into one?  
A: Hold down CTRL and click the left mouse button to select two single-sided business card  
picture files or the image-less data of the card. Then right-click, click Combine, and set  
either one to be the front side of the data combined.  
Q: How do I separate a single picture file with data including the business card infor-  
mation of front and rear sides into two separate data files?  
A: Select the data including the business card information of front and rear sides, right-click,  
then click UnMerge.  
Q: How do I add the signature information in e-mails to the business card files?  
A: Select the signature or business card information in e-mail or a Word file. Then drag it  
directly to the main Card window to finish.  
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WorldCard  
WorldCard duet 2 FAQ  
Q: Why does it still indicate, on the bottom right of the WorldCard software, that  
WorldCard duet 2 is not connected after connecting with WorldCard duet 2?  
A: Please check whether the main body and the base are properly connected.  
Q: I have taken a picture of a business card the size of a normal business card. But why  
can I not see the entire card?  
A: Please check if the opened flexible ring has been pulled by the arrow pointer.  
Q: Is there any relation between the angle of the business card and the outcome of  
recognition?  
A: Yes. Place the business card parallel to the lens for the best recognition results.  
Q: I use a desk light to directly illuminate business cards for shooting in a dark place.  
Will the image of the business cards be sharper?  
A: WorldCard duet 2 will automatically balance exposure, brightness and contrast. Direct  
lighting from a desk light will cause a contrary result. The best way is to have the shoot-  
ing environment evenly lighted, such as positioning the desk light about 40 cm (about  
16 inches) above WorldCard duet 2 and wait to shoot after the completion of automatic  
balance.  
Q: How do I take pictures of vertical business cards in portrait orientation?  
A: Place the business cards in a horizontal orientation, the same as normal business cards.  
Worldcard will automatically reorient and recognize the information on the cards after  
shooting.  
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CE Conformity and FCC Statement  
This equipment has been tested and found to comply with the limits of the European  
Council Directive on the approximation of the member states relating to electromagnetic  
compatibility according to EN 55022/55024 Part 15 B.  
This equipment has been tested and found to comply with the limits for a Class B  
digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide  
reasonable protection 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 guarantee that interference will not occur  
in a particular installation. 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 try to correct the interference by one or more of the following measures:  
Reorient the receiving antenna  
Increase the separation between the equipment and receiver  
Move the computer away from the receiver  
Connect the equipment into an outlet on a circuit different from that to which the receiver  
is connected  
Penpower WorldCard User Manual  
Manufacturer: Penpower Technology Ltd.  
Version: 6.2  
Release: October, 2008  
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