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Fujitsu CardMinder manual

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Table of contents for the manual

  • Page 1

    P3PC-E527-02EN CardMinder TM for ScanSnap! TM User ’ s Guide[...]

  • Page 2

    CardMinder for ScanSnap! User’s Guide i INTRODUCTION ■ About This Manual This manual describes the use of CardMind er for ScanSnap! app lication as follows. 1) About CardMinder (A quick look at CardMinder) 2) Configuring Before Scann ing (Setting options before scanning) 3) Scanning and Exporting Business Card Data (Basic procedures for co mmon[...]

  • Page 3

    CardMinder for ScanSnap! User’s Guide ii Use in High-safety Applications This product has been designed and manufactur ed on the assumption that it will be used in office, personal, domestic, regular industrial , and general-purpose applications . It has not been designed and manufactur ed for use in applications (simply called "high-safety [...]

  • Page 4

    CardMinder for ScanSnap! User’s Guide iii How T rademarks Are Indicated In This Manual CardMinder for ScanSnap! applica tion is abbreviated as CardMinder . References to operating systems (OS) are indicated as follows: W indows 98: Refers to M icrosoft® W indows® 98 operating sy stem. W indows Me: Refers to Refers to Microsoft® W indows® Mill[...]

  • Page 5

    CardMinder for ScanSnap! User’s Guide iv 2 CONTENTS INTRODUCTION .............................. .............................................................. i ■ About This Manual ... .............................................................. i ■ Note, Liability .................. ........................................................ [...]

  • Page 6

    CardMinder for ScanSnap! User’s Guide v 4.4 Restoring the data fr om Trash ........... ............................. 19 4.5 Extracting the image data ................... ............................. 21 4.6 Data search by ente ring keyword ...... ............................. 23 Chapter5 Correction of Recognized Character Data .......... 24 5.1 R[...]

  • Page 7

    1 CardMinder for ScanSnap! User’s Guide 1 Chapter1 About CardMinder This chapter describes features and basic operations of CardMinder TM . 1.1 About CardMinder.................................................................................... ............... 2 1.2 Features of CardMinder...........................................................[...]

  • Page 8

    1.1 About CardMinder CardMinder ScanSnap! User’s Guide 2 About CardMinder 1 1.1 About CardMinder CardMinder is included with yo ur ScanSnap! color duplex scanner. CardMinder pro vides a quick scanning, image recognition an d database storag e solution for all your office scanning needs. Using an OCR (Optical Character Recognition) en gine and sha[...]

  • Page 9

    1.2 Features of CardMinder CardMinder ScanSnap! User’s Guide 3 About CardMinder 1 1.2 Features of CardMinder CardMinder has the following features. • Scans front side or both sides of the business cards just by pr essing a button on the scanner • You can capture Me mos on busine ss cards to be reviewed later • Recognizes characters on busin[...]

  • Page 10

    1.3 Flow of Operation CardMinder ScanSnap! User’s Guide 4 About CardMinder 1 1.3 Flow of Operation You can start using CardMinder by: Selecting • An application where th e data is to be exported (See Chapte r 2) Scanning and recognizing a busines s card (See Chapter 3) • Insert the business card(s) into the ADF Paper Chute. • Press a button[...]

  • Page 11

    1.4 Measurement Windows CardMinder ScanSnap! User’s Guide 5 About CardMinder 1 1.4 Measurement Windows There are two measurement windows in CardMinder. ■ Main window Status bar Help for menus or bu ttons. Command Toolbar Shows icons for of ten-used command s. Mode tabs Displays data in each mode . Recognition Resu lt / Correction View Displays [...]

  • Page 12

    1.4 Measurement Windows CardMinder ScanSnap! User’s Guide 6 About CardMinder 1 Icon / Display Function Command toolbar Starts Scanning of busines s card(s) using ScanSn ap!. Activates reco gnition of the bus ine ss card selected in Data List View. Only characters on front side of the business card are recognized. Automatically displa ys the r eco[...]

  • Page 13

    1.4 Measurement Windows CardMinder ScanSnap! User’s Guide 7 About CardMinder 1 ■ Finder window This window appears when a data search is activated from an application. Icon / D isplay Functio n Image toolbar Moves image of business card when the image is dra gged. Image size is increased so that clicked point is the center of expansion. Image s[...]

  • Page 14

    2 CardMinder for ScanSnap! User’s Guide 8 Chapter2 Configuring Before Scanning This chapter describes the settin gs required to use CardMinder TM and how to change the PIM application selection. 1. Click [Start] in the desktop. Click [P rogram], [CardMinder] and [CardMinder] again from submenus. ⇒ Main window of CardMinder appears. 2. Click [Fi[...]

  • Page 15

    3 CardMinder for ScanSnap! User’s Guide 9 Chapter3 Scanning and Exporting the Business Card Dat a This chapter describes the procedur es for scanning and exporting the data. If you are sure that Step 1 to Step 3 are correct, you can start from Step 4 immediately. 1. Right-click an icon in task bar. A nd select [Setting. ..] in menu items. ⇒ The[...]

  • Page 16

    CardMinder for ScanSnap! User’s Guide 10 Scanning and Expor ting th e Business Card Data 3 3. Click [OK] button. ⇒ The window [ScanSnap! Monitor - Scan and Save Settings] closes. 4. Insert the business card into the ScanSnap! scanner. Set card with the short side fed first so that the front of the card is facing the ADF paper chute. The front s[...]

  • Page 17

    CardMinder for ScanSnap! User’s Guide 11 Scanning and Expor ting th e Business Card Data 3 ATTENTION • Instead of pressing above button, you can st art scanning by clicking [File] in menu, and clicking [Scan from ScanSnap!]. • The scan settings for CardMinder are same a s ScanSnap!. See Scan Snap! fi- 41 10EOX2 Oper ator ’s Guide for these [...]

  • Page 18

    CardMinder for ScanSnap! User’s Guide 12 Scanning and Expor ting th e Business Card Data 3 6. After scanning, the Main window [Inbox] ap pears. Click on a business card in the Data list and verify the recognized result for the fr ont image. You can co rrect recog- nized data here (See Chapter 5). 7. Select the data which you want to export. You c[...]

  • Page 19

    CardMinder for ScanSnap! User’s Guide 13 Scanning and Expor ting th e Business Card Data 3 8. The following steps show an example usi ng Microsoft® Outlook®. Click the [Microsoft Outlook] icon on the toolbar. ⇒ The data selected in Step 7 is exported to Microsoft® Outlook®. The data is then erased from [Inbox] and added to [Exported]. You c[...]

  • Page 20

    CardMinder for ScanSnap! User’s Guide 14 Scanning and Expor ting th e Business Card Data 3 HINT • For Outlook Express, ACT! TM or GoldMine®, only th e Icon changes. The methods are the same. • When exporting dat a to CSV (Excel), click the [CSV (Excel)] icon and specify a file name and file folder for Excel to save data.[...]

  • Page 21

    4 CardMinder for ScanSnap! User’s Guide 15 Chapter4 Business Card Dat a Handling This chapter describes how to search, delete, re store and extract data items from a business card. 4.1 Data search by cha racter string and hot key ............................. ........................ 16 4.2 Deleting the data from [Inbox] / [Ex ported] tab .......[...]

  • Page 22

    4.1 Data search by character string and hot key CardMinder for ScanSnap! User’s Guide 16 Business Card Data Handling 4 4.1 Data search by charact er string and hot key 1. Select a character string of a name or a company in some document, and pre ss the hot key (Alt+F3). CardMinder will then automatically start searching. ⇒ The Finder window ope[...]

  • Page 23

    4.2 Deleting the data from [Inbox] / [Exported] tab CardMinder for ScanSnap! User’s Guide 17 Business Card Data Handling 4 4.2 Deleting the data from [Inbox] / [Exported] tab A method to delete the data from [Inbox] or [Exp orted] tab is as follows. The data is sent to [Trash]. 1. Open CardMinder with [Inbox] or [Exported] selected . Select the d[...]

  • Page 24

    4.3 Deleting data from [Trash] CardMinder for ScanSnap! User’s Guide 18 Business Card Data Handling 4 4.3 Deleting data from [Trash] A method to permanently delete data in the Trash follows. The da ta is permanently deleted and cannot be restored by the p rocedure in Section 4.4. 1. Open CardMinder with [Trash] tab selecte d. Select the data whic[...]

  • Page 25

    4.4 Restoring the data from Trash CardMinder for ScanSnap! User’s Guide 19 Business Card Data Handling 4 4.4 Restoring the data from Trash A method to restore the data from the [Trash] is as follows. Restored data is moved to [Inbox] or [Exported] to the original location. 1. Open CardMinder with [Trash] tab se lected. ⇒ Deleted data is shown i[...]

  • Page 26

    4.4 Restoring the data from Trash CardMinder for ScanSnap! User’s Guide 20 Business Card Data Handling 4 3. Click [Edit] in menu bar, and click [Undo ] in submenus. ⇒ Selected data moves from [Trash] to [Inbox] or [Exported] tab. Main window:[...]

  • Page 27

    4.5 Extracting the image data CardMinder for ScanSnap! User’s Guide 21 Business Card Data Handling 4 4.5 Extracting the image data You extract a business card image data using Card Minder, and attach it to your e-mails as follows. 1. Select which data you want to extract by using the search method described in Section 4.1 . Main window: Select th[...]

  • Page 28

    4.5 Extracting the image data CardMinder for ScanSnap! User’s Guide 22 Business Card Data Handling 4 2. Drag a business card image from the CardMind er window to any folder in Explorer or to your Desktop. ⇒ An image of the business card is created where you drop it. 3. You can attach the image file(s) to your e-mail using your favorite ma iling[...]

  • Page 29

    4.6 Data search by entering keyword CardMinder for ScanSnap! User’s Guide 23 Business Card Data Handling 4 4.6 Data search by entering keyword A method to search the data by en tering a keyword is as follows. 1. Open CardMinder, and click [Edit] in menu bar a nd then click [Find]. 2. Following [Find] dialog box may appear, Enter a Name or a Compa[...]

  • Page 30

    CardMinder for ScanSnap! User’s Guide 24 5 Chapter5 Correction of Recognized Character Dat a As the recognition cannot be perfect for all business cards, some revision of the recogn ized results may be necessary. This ch apter describes how to correct the recognition results. Some notice before data correction: • If the orientation of the chara[...]

  • Page 31

    5.1 Recognition of a ll characters at once CardMinder for ScanSnap! User’s Guide 25 Correction of Recogn iz ed Charact er Data 5 5.1 Recognition of all characters at once The data in [Inbox] and [Exp orted] tabs can be corrected using the same method. Correction of data from the [Inbox] is described below. 1. Select items that you want to recogni[...]

  • Page 32

    5.2 Recognition using Rectangle Selection CardMinder for ScanSnap! User’s Guide 26 Correction of Recogn iz ed Charact er Data 5 5.2 Recognition using Rectangle Selection The data in both the [Inbox] and [Exported] tabs can be corrected using this same method. 1. Select items that you want to recognize from [Inbox] tab. 2. Select the area to recog[...]

  • Page 33

    5.2 Recognition using Rectangle Selection CardMinder for ScanSnap! User’s Guide 27 Correction of Recogn iz ed Charact er Data 5 3. Click [Recognition] button in toolbar. ⇒ All characters are recognized. Old recogn ition data is substituted by the new data. Main window:[...]

  • Page 34

    5.3 Keyword Recognition usi ng Rectangle Area Selection CardMinder for ScanSnap! User’s Guide 28 Correction of Recogn iz ed Charact er Data 5 5.3 Keyword Recognition using Rectangle Area Selection This Section describes the r ecognition of keywords selecte d using a rectangle area. The data in [Inbox] and [Exp orted] tabs can be corrected in the [...]

  • Page 35

    5.3 Keyword Recognition usi ng Rectangle Area Selection CardMinder for ScanSnap! User’s Guide 29 Correction of Recogn iz ed Charact er Data 5 3. Click the [Company] button located in the lower area of Main window. ⇒ The data in a clicked column is recognized. Old recognition data is replaced by the new data. HINT Other columns than [Company] ca[...]

  • Page 36

    5.4 Data Correction by Manual Entry CardMinder for ScanSnap! User’s Guide 30 Correction of Recogn iz ed Charact er Data 5 5.4 Data Correction by Manual Entry The data in [Inbox] and [Exp orted] tabs can be corrected using the same method. Data correction for [Inbox] tab is descri bed in this example. 1. Select items that you want to recognize fro[...]

  • Page 37

    5.4 Data Correction by Manual Entry CardMinder for ScanSnap! User’s Guide 31 Correction of Recogn iz ed Charact er Data 5 3. Enter correct Full Name from your keyboard. HINT Other columns than [Full Name] can be corrected using a similar method.[...]

  • Page 38

    6 CardMinder for ScanSnap! User’s Guide 32 Chapter6 Setting Preferences This chapter describes how to set CardMinder TM preferences. 6.1 Data control settings .......................... .......................................... ........................ 33 6.2 Export item settings ..................................................................[...]

  • Page 39

    6.1 Data control settings CardMinder ScanSnap! User’s Guide 33 Setting Pref erences 6 6.1 Data control settings Following preferen ce for data cont rol can be set in this Section. • Display or not display a confirmation window for the recognition result. • Hot key setting for searching. • CardMinder Database file folder path name. 1. In Mai[...]

  • Page 40

    6.1 Data control settings CardMinder ScanSnap! User’s Guide 34 Setting Pref erences 6 HINT • Setting [Action when image scan co mplete] • Show CardMinder window Displays the result of character recognition after scannin g the business card. • Export Business Card dat a automatically The recognized dat a is immediately saved witho ut display[...]

  • Page 41

    6.2 Export item settings CardMinder ScanSnap! User’s Guide 35 Setting Pref erences 6 6.2 Export item settings The items selected in this section are displayed an d recognized by the Main window of CardMin- der, and exported to other app lication such as Microsoft Outlook. 1. In the Main window, click [Tool] in a men u bar, and click [Settings...][...]

  • Page 42

    7 CardMinder for ScanSnap! User’s Guide 36 Chapter7 T roubleshooting This chapter describes the troubleshooting. No Phenomena Please confirm, 1 Scanning does not start ⇒ Please confirm following items • Is ScanSnap! driver installed correctly? Refer to Getting Started of ScanSnap!, and install the ScanSnap! driv er correctly. • Is the icon [...]

  • Page 43

    CardMinder User’s Guide 37 T roub leshooting 7 4 Items incorr ectly recognized. ⇒ Confirm the following • Is color of the characters white with a dark background? Those characte rs cannot be recognized. Manu ally correct using your keyboard (See Section 5.4). • Are several phone numbers printed together as in the right example? These phone [...]

  • Page 44

    38 INDEX A [Action when image scan complete] ....... 34 Add selection ........... ............. 12 , 17 , 19 , 25 ADF paper chute ..................................... 10 Alt+F3 ...................................................... 16 Application .................................... ............ 8 B Browse ................................ ........[...]

  • Page 45

    CardMinder for ScanSnap! User’s Guide 39 I Image data not displayed ........................ 36 Image toolbar ...................... .................. 5 , 7 Image view ............................................ 5 , 7 [Inbox] tab ................................................. 6 K Keyword .................................................... 3[...]

  • Page 46

    z The contents of this manual are subject to change without notice. z PFU LIMITED assumes no liability for incidental or consequential damages arising from t he use of this Product, and any claims by a third party. z Copying of the contents of this manual in whole or in part and copying of the scanner application is forbidden under the copyright la[...]