Visioneer CardReader 100 Card Scanner manual

1 of 34 CardReader 100 Scanner © Copyright 2003 Visioneer, Inc. Visioneer and Visioneer logo are re gistered trademarks of Visioneer, Inc. All rights reserved.[...]

2 of 34 Using Online Help .................................................................................................................... 3 What is the Visioneer Busin ess Card Reader Software? ..................................................... 3 Getting More Information ......................................................................[...]

3 of 34 Using Online Help Online Help is the most complete source of information about the Visio neer Business Card Reade r software and the CardReader 100 Scann er. Open Help by choosing Contents from the Help menu. 1) To start Help: a. Select Help on the file menu bar and select Contents . 2) To read the content s of a Help topic: a. Select the d[...]

4 of 34 Visioneer Web Site Visit our website http:// www.visioneer.com fo r the latest on products, technical support and more information on other Visioneer products. Registering the CardReader 100 Scanner Register the CardReader 100 scanner during the scanner in stallation process, or at the Visio neer web site http://www.visioneer.com . Installi[...]

5 of 34 To uninstall the CardReader 100 Scanner from y o ur system: 1) From the start menu, select Settings and then click on Con trol Panel to open the Control Panel window. 2) Double-click on the Add/ Remove Programs icon. 3) Select CardReader 100 and click on the Add/Remov e button. 4) Click Yes and Windows will remove the CardReader 100 scanner[...]

6 of 34 Scanner Updates All updates can be found on our website http://www.vision eer.com Getting Technical Support If you cannot diagnose your problem using the topics in this Help system, contact Visioneer Technical Support at: http://www.visioneer.com[...]

7 of 34 File Menu Commands File The Visioneer Business Card Reader Soft ware's ‘File’ menu includes the following options: Choose: To: New Create a new business card database Open Open an existing business card datab ase Save As Save the current contacts file under another file name Save Save the current contacts file Print Use the Print w[...]

8 of 34 Edit The Visioneer Business Card Reader S oftware's ‘Edit’ menu includes the following options: Choose: To: Select All Select all the business cards in the current database Deselect All Undo selection of all business ca rds in the current database New Business Card Creates an empty business card in the existing database Delete Busi[...]

9 of 34 Settings The Visioneer Business Card Reader Soft ware’s ‘Settings’ menu includes the following options: Choose: To: Scan Options Change scanning options such as brightness and contrast OCR Options Replace or append text fields with Optical Characte r Recognition ( OCR) results View Options Select the field names to be displayed for th[...]

10 of 34 Card The Visioneer Business Card Reader S oftware's ‘Card’ menu includes the following options when viewing the card image and details: Choose: To: Rotate Left Flip business card to the left Rotate 180 Rotate business card upsi de down Rotate Right Flip business card to the right Add to Category Create a new category to organize t[...]

11 of 34 Toolbar Commands The Visioneer Business Card Software toolbar in cludes the following options: Scans a business card with the specifie d default scanner Creates a new bus iness card D atabase Deletes the current business ca rd Send Email to the selected business card hol der Print business card list s , images and labels Export business ca[...]

12 of 34 Open an Existing Database of Business Cards The most recently edited database will be open ed wh en accessing the Visioneer Business Card Reader software. To open a previously saved database of business cards: 1) Select Open from the ‘File’ menu. 2) In the 'Open the data File' window select the file. 3) Click OK . Creating a [...]

13 of 34 iii) Gray Jpeg Image – saves the scanned card im ages as “shades of gray” jpeg images . c) a i) the scanning window all business cards will be scanned when they ii) useful as the scanner does not al ways pull cards through straight, lts. d) i) ed on a selected name card, the card can be NOTE: this will set the default options f or al[...]

14 of 34 4) Right-click on the selected text area. 5) From the drop menu, choose the fiel d where the OCR text should be inserted. OCR Options Change the default OCR settings for business ca rd scans prior to processing: s the options for scanning, OCR and lists. 3) ults. d) Image(s) – if selected, the card image will be aut omatically rotated if[...]

15 of 34 e) splays the OCR layout boxes on the im age and is useful when reprocessing OCR NOTE : this will set the default options for a ll cards on which OCR has been processed. Show OCR Layout – di on a particular image . ** Editing a Text Field Make changes to the information in the text fields easily and efficiently. be edited. ) Changes are [...]

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17 of 34 Deleting Business Card(s) The ‘Delete’ option allows deletion of one or mo re business cards at the same time. ) In the 'List' view, click on the checkb ox next to the busine ss cards to be deleted. There are two methods for selecti ng business card(s) to be deleted: 1 OR 2) In the 'Browser' view, left-click to sele[...]

18 of 34 Back-Up and Restore the Business Card Database Visioneer recommends that the Business Card Datab ase be backed-up on a regular basis. This may be h elpful if there are any system problems wh ere the data may be lost or the curr ent database may b ecome corrupted. Back-Up a Database 1) Select BackUp Data base from the ‘File’ menu 2) Bro[...]

19 of 34 Printing Business Cards The ‘Print’ option allows for printing business card im Print one or more card(s) ) In the ‘Browse’ view select the business card(s t a) Left-click to select the busi ness card ress the C mouse at the d. 2) In the 'List' view, click on the checkbox next to th 3) Click on the ages or contact details[...]

20 of 34 Please look at the section ‘List of Name Cards’ fo r inst ructions on how to add & remove fields from the ‘List’ view. Note: the business card fields will print in the same order as seen in the ‘List’ view. Print Label Patterns Add, edit and select a print label pattern. 1) Select Print Label Options from the ‘Settings’[...]

21 of 34 Se The ds. Qu To search for busin ess cards: 1) Enter a keyword in the search textbox on the tool bar arching Business Cards search function allows fast and ea sy retrieval of business car ickSearch 2) The keyword can be any in formation contained in the business card. 3) If a business card contai ning the keyword is found, it will be di s[...]

22 of 34 2) Select the fields to be searched by keyword. a) By default, all of the fields will be selected, so the search will be for all bus iness cards containing the keyword in any of the fields. orting Business Cards orting the business cards allows the informat ion to be viewed easi ly in the ‘List’ view. s: der to sort alpha-numerically. [...]

23 of 34 List View Options Change the default List view settings: 1) Select List Options from the ‘Settings’ menu to access the o ptions for scanning, OCR and lists. 2) Click on the List Optio ns tab if not already selected. 3) Select the desired options then cli ck on the OK button. a) Available columns – all possi ble fields in the database[...]

24 of 34 Classifying Business Cards To classify a business card: 1) Select the business card(s) to be cla ssified. 2) Click Add to Category from the ‘Card’ menu. a) This will open a ca tegory options window. 3) Select the desired categori es to associate with the busine ss card(s). 4) Click on the OK button. Change options available in Classifi[...]

25 of 34 Export Contact Information The Visioneer Business Card Reader d atabase may be exported directly to the Outlook and Outlook Express contact list or as specific file types which can be imported into applications which support that file format. Export to Outlook Express 1) In the ‘List’ view, select each contact to be exported to Outlook[...]

26 of 34 5) A verification window will request to either ex port only the sele cted contacts or all contacts 6) After the export has been completed a not ification window will open, click on the OK button 7) The next time Outlook Express opens the contact list will be updated with the information exported from the Business Card Reader databa se xpo[...]

27 of 34 Export to DBaseIII or CSV file rograms that SV(Excel/Text) file The business card database can be exported as either a DBaseIII or CSV file then imported into p upport those file formats (e.g. ACT!, Goldmine, MS-Excel, etc…) s t to be exported to a DbaseIII or C 1) In the ‘List’ view, select each contac the ‘File’ menu 2) Select [...]

28 of 34 8) Open the file in the appropriate application nd Goldmine In the ‘List’ view, select a contac t to be exported as a vCard (.vcf) file 2) Select Export from the ‘File’ menu 3) Then select vCard 4) A window will prompt to either export onl y selected or all business cards 5) Browse to the location where the vCard file should be sav[...]

29 of 34 Export Image The original image file can be exported to a specific loca tion. The image file type will be the original file type card s 1) In th L 2) Select E 3) 4) ds 5) Emailing Contacts Email messages can be initiated from within t he Visioneer Busin ess Card Reader software. 1) In either the ‘Browse’ or ‘List’ view, select the [...]

30 of 34 the Palm handheld must be connected to the comp uter. The Palm Desktop software will be on the installation d with the Palm handheld device. CD provide 1) Click on the button or select Synchron i) There may be a war ization to Palm Device from the ‘File’ menu. egist ered, please restart you comp uter.” Please reboot the computer at t[...]

31 of 34 Sync If a particular record is in both the PC and the Palm database and both records have the minimal match percentage as stated, t he application will reque st selection of which device should be the sync m ajor. (as seen to the right ¾ ) 3) After selecting either ‘PC Major’, ‘PDA Major’ or ‘Sync (PDA or PC)’ the Palm Sync St[...]

32 of 34 3) After initializing the sync function the ‘WinCE Sync’ di alog window will open. a) Select ‘PC Major’, ‘PDA Major’ or ‘Sync’. b) Set the minimum match ( similarity) percentage desired. c) Click on the OK button to synchronize the data. PC Major If a particular record is in both the computer and the WinCE database and both[...]

33 of 34 Synchronization with WinCE BCR 1) Connect the PDA device to the PC via the serial cabl e. 2) Select Synchronization to WinCE BizCard Finder (WINCE) from the ‘File’ menu to open the Sync to WinCE optio ns. a) Click on Sync With BizCa rd Finder to browse and select a database file in the WinCE Visioneer BCR software to be synchronized. 3[...]

34 of 34 (as seen to the right ¾ ) **NOTE The database images whic h have been synchronized will not show the OCR layout on the images, unless the images are being processed again.[...]