background image

 

 

 

 

 

Getting Started Guide 

Product versions 

The Cardiris 5 is a standalone software product that can be used with any twain based scanner to process the business 

card information. It is also bundled in the IRIScan Anywhere product. There are two versions of the software.  

Cardiris Pro 5 

Cardiris Corporate for Microsoft Dynamics CRM 5 

Both operate in the same fundamental way. In this guide we will cover the functions of the Pro 5 and then the 

differences in the CRM 5. 

 

Cardiris Pro 5 

Scanner setup 

The product can be used with any of the business card capable scanners from our previous or current products to 
process individual card images. It can also process images of multiple cards in the same image and extract the individual 
images for processing. You can also open prescanned images for processing by clicking the down arrow next to scan and 
change it to Load.  

 

 
In the Cardiris software 

Go to the Settings menu > Scanner and select the scanner you are using 

 

 

 

If you select an Iris scanner and click next you will get a window similar to the one pictured below depending on the 
scanner model selected.  
 

 
 
 
 
 

Summary of Contents for CARDIRIS 5

Page 1: ...es in the CRM 5 Cardiris Pro 5 Scanner setup The product can be used with any of the business card capable scanners from our previous or current products to process individual card images It can also process images of multiple cards in the same image and extract the individual images for processing You can also open prescanned images for processing by clicking the down arrow next to scan and chang...

Page 2: ... is set to the appropriate choice If your scanner is not listed find the closet match or use Twain Other Models Letter is used when scanning one image of multiple cards as will be discussed below Typically used for flatbed scanning If your scanner has a business card capable automatic document feeder then check the ADF box If it can scan the front and back in one pass then check the Duplex scannin...

Page 3: ...n on an edge of the image creating a very subtle white line making it impossible for the software to extract the individual card images For very dark cards you would do the opposite and just close the lid to the scanner to create a white background It is useful then to separate the cards into dark and light for this kind of processing You can also scan outside of the software and save the scans as...

Page 4: ...rify 3 Export Prior to Exporting double click on the desired card to enter the contact view to verify the information is correct and set a card status for easy segregation of the Cards You can also set Categories or include custom fields Toolbars functions ...

Page 5: ... Information that is on the Card that does not have a location is put into the Extra tab on the lower left A notes tab is provided to allow additional information to be typed in Note the N I V buttons for categorizing the cards as New Indexed or Verified Custom Fields Categories click on Edit to add or remove ...

Page 6: ...rtant and allows you to configure options relevant to the output format you have choosen In Outlook you need to choose the contacts folder where you want the information sent and whether to include the card image For vCard you have the option to create on file with all the contacts or multiple files with a single contact Note also the Export all Card check box This is an easy way to bring in infor...

Page 7: ... automatically being assigned and color coded new You could also use the Advanced Search by going to the Card menu Advanced Search and specifying a scan or modification date Only those cards in that range will be displayed and exported You could also simply archive to vCard and delete the cards to make room for the new batch If Outlook is selected all the contact in Outlook will be brought into Ca...

Page 8: ... Highlight the Microsoft Dynamics CRM and click on configure You will need to fill in the configuration details for your CRM installation This information can be obtained from your CRM adminstrator Pictured is a sample configuration Click next and it will connect to your server For Remote servers allow time to establish communication ...

Page 9: ...xt you will get the field mapping screen where the contacts in Cardiris are matched to the fields available on the server Click Ok and you will return to the Cardiris screen where you can click on export ...

Page 10: ...You will then get the find duplicates window Click on the Find Duplicates button and it will show any possible duplicates If none click on OK and the export will proceed ...

Reviews: