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5-24

WorldCard

5.10.2 Synchronize Option

To set the 

Synchronize

 options, open the 

Setting

 dialog box as described in the pre-

ceding 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.

Under 

Select PIM software

, you will 

find 

Field Accordance

. You may click 

 to set the field accordance between 

WorldCard and PIM software for importing, 
exporting and synchronizing.

Note: Conflict means after previous Synchronization, the contact information has been 

changed in both PIM software and WorldCard which causes Conflict.

ACT! and Goldmine require a 

user ID, 

Password

 and 

DB Path

. Before synchroniz-

ing with above applications, you may input 
this information into the boxes in the 

Other 

Options

 area.

Salesforce requires a 

user ID, Password

 

and 

Security Token

. Before synchronizing 

with above applications, you may input this 
information into the boxes in the 

Other Op-

tions

 area.

Summary of Contents for WorldCard Color

Page 1: ...e Biz Company Limited 36 F CRC Tower 87 2 Wireless Road Lumpini Phatumwan Bangkok 10330 Tel 66 0 2625 3003 Fax 66 0 2625 3000 www ebiz co th Digitize your business...

Page 2: ...PENPOWER WorldCard User Manual Version 6 3 Edition 3 Release March 2010...

Page 3: ...e 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...

Page 4: ...u 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 l...

Page 5: ...Installation 2 1 2 2 2 Launching WorldCard 2 3 2 2 3 Registration 2 3 2 2 4 Connecting Hardware 2 4 2 3 Preparation for Card Scan 2 4 2 3 1 Calibration 2 4 2 3 2 Start Up Wizard 2 5 2 4 Online Help 2...

Page 6: ...ck Business Card Image Exchange 4 8 4 4 Viewing Cards 4 9 4 4 1 Saving Card Image 4 9 4 4 2 Deleting Card Image 4 9 Chapter 5 Managing Business Cards 5 1 5 1 Categorizing Cards 5 1 5 1 1 Categorizing...

Page 7: ...17 5 9 3 Sync 5 19 5 9 4 WorldCard Data Exchange Compatibility List 5 21 5 10 Settings 5 23 5 10 1 Export Option 5 23 5 10 2 Synchronize Option 5 24 5 10 3 Field Display 5 25 5 10 4 User Define Field...

Page 8: ...s manufacturing date If the content in the User Manual differs from the on screen interface please follow the instructions on the on screen interface instead of the User Manual 6 2 Scan business card...

Page 9: ...iness card It provides 600 dpi resolution and can be used as an ordinary color scanner to scan 4x6 color photos Tip Business Card Placement Insert card with the information side facing up make sure th...

Page 10: ...key in or card searching is not required and the manage ment of business cards is more efficient Tips Business Card Placement Insert card with the information side facing down make sure the card is p...

Page 11: ...when a card is inserted It will blink faster during scanning Specification Dimensions 106x53x27mm Weight 160g Resolution 600 dpi Interface USB Image Color 1 1 3 WorldCard Ultra The intelligent mailbox...

Page 12: ...guese Portugal and Brazil Greek Czech Slovak Tra ditional Chinese Simplified Chinese Japanese Korean and many more to come Multiple Categories and Sub Categories Organize card information into categor...

Page 13: ...operly 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 T...

Page 14: ...en notice Click Next to continue 4 Please select the location to install the program The default location is c Program Files WorldCard Click Next to continue 5 If you want to run the Scan Manager when...

Page 15: ...orldCard After installation you can run the application software under Start All Programs PENPOWER WorldCard WorldCard 2 2 3 Registration System will ask you to register for warranty at your first run...

Page 16: ...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 scanner Make sure the calibr...

Page 17: ...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 Outlook and...

Page 18: ...d you can go to Penpower Technology Ltd 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...

Page 19: ...view 3 1 Chapter 3 Overview 3 1 User Interface A Category tab B Search tab C Card Window D Recycle bin E Add Category D E F G A H J C B I F Delete Category G Disk space used H Status I Alphabet J Conn...

Page 20: ...ftware to selected flash disk or hard drive M Edit Card N Edit Print Template When select by Display Name the contacts will be indexed by display name When select by Company the contacts will be index...

Page 21: ...he TWAIN interface another one is for scanning business cards Tip After scanning business cards please check the recognition results by Editing func tion for ensuring the accuracy Tip Click the Settin...

Page 22: ...y again If you want to return to the previous screen click Previous 3 This screen allows you to quickly recognize all the cards scanned during this batch When you are done click Finish 4 In the Scanne...

Page 23: ...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...

Page 24: ...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 displ...

Page 25: ...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 Yo...

Page 26: ...he manage ment area 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 r...

Page 27: ...IFT 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 spe cific busine...

Page 28: ...4 2 WorldCard Note You can double click on the business card image to see a bigger image or back to original view Enlarge...

Page 29: ...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 sto...

Page 30: ...fter 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 informat...

Page 31: ...g 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...

Page 32: ...can is skewed in the horizon tal plane An indication of a card that has been improperly scanned is as follows You can move the slider to achieve the clearest contrast between the background colors of...

Page 33: ...ation 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 scanne...

Page 34: ...t 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 procee...

Page 35: ...e different display percentage of the business card image 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...

Page 36: ...4 10 WorldCard...

Page 37: ...ed 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 wit...

Page 38: ...d a subcategory from this window 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 management page Onc...

Page 39: ...g 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 e...

Page 40: ...ct manually without a business card on the File menu in the Management window click New Empty Card This will open the Editing window In the Editing window manually select each category for your new co...

Page 41: ...native 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 compl...

Page 42: ...acts permanently by clicking the Delete button or resotre the contacts by clicking the Restore button The system will identify the business card area automatically Recognized cards will appear within...

Page 43: ...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 t...

Page 44: ...menus Please also note that the Search Criteria options include the AND operator and the OR operator You may use these operators to further define your Advanced Search The AND operator defines that yo...

Page 45: ...efly displays in the middle of the Management window showing the progress of the search After all records have been scanned the Search Results pane displays the same display name entries as shown Afte...

Page 46: ...kup 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 available After you have named your file accordingly click Sa...

Page 47: ...is selected the password option is available for you to enter your appropriate password options Note Protect and safeguard your password WorldCard does not offer a password recov ery option If you fo...

Page 48: ...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...

Page 49: ...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 Zi...

Page 50: ...t Select the type of application for the file type that you want to create Tips 1 Export Text File allows you to export all fields 2 Export function supports on Excel 97 Outlook 97 and Outlook Express...

Page 51: ...dow 5 After exporting is completed click Finish to close the Export Wizard dialog box 6 The Export Wizard operations for exporting your WorldCard database to all application types are similar and will...

Page 52: ...displayed in the Export Wizard dialog box 3 Select Selected Cards in the Export Range Click Next 4 The following Export Wizard status dialog box appears 5 When the Export process is completed you can...

Page 53: ...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 mess...

Page 54: ...ls 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 6 To complete the Import process click Accept The Import Wizard dialog...

Page 55: ...lue progress bar displays Once the process is completed the Sync Wizard window will display Status and Information data about the records you have synchronize 4 In the Status pane you can see that the...

Page 56: ...n 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 a...

Page 57: ...rce v v v ACT 2007 or later Standard Premium for Workgroups v v ACT 2009 or later Goldmine v6 50 v WorldCard Export Item Windows XP Windows 7 Vista 32 Windows 7 Vista 64 Lotus Notes v6 5 v8 v v v Micr...

Page 58: ...v8 v v v Microsoft Outlook v v v Microsoft Outlook Express v Microsoft Pocket PC Contacts v3 x v4 x and Mobile 5 6 v v Palm Desktop v4 1 2 or later v v v Salesforce v v v ACT 2007 or later Standard Pr...

Page 59: ...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...

Page 60: ...software you will find Field Accordance You may click to set the field accordance between WorldCard and PIM software for importing exporting and synchronizing Note Conflict means after previous Synchr...

Page 61: ...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...

Page 62: ...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 Chi...

Page 63: ...ection function To setup the Presonal Setting options open the Setting dialog box and then click the Presonal Setting tab Presonal Information Click the Presonal Information button to input general In...

Page 64: ...by the default email application If you set the notice contacts already the system will add the email addresses of the contacts to the receivers Set the Notice Contacts Click the Set the Notice Conta...

Page 65: ...the Display map of Address menu will appear Click on the address you want search will lead you to online map automatically 1 Select the contact then click Run Display map of Address You can select the...

Page 66: ...ress as the start location you can preset your address in the Personal Settings and skip step 1 Please refer to 5 10 7 Personal Setting for details 2 Right click on another contact and select Get dire...

Page 67: ...Portable Disk Note WorldCard does not provide a flash disk 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 d...

Page 68: ...der 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...

Page 69: ...l 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 softwar...

Page 70: ...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 langu...

Page 71: ...nded 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 p...

Page 72: ...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 ima...

Page 73: ...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 per...

Page 74: ...WorldCard...

Page 75: ...ction 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...

Page 76: ...Phatumwan Bangkok 10330 Tel 66 0 2625 3003 Fax 66 0 2625 3000 www ebiz co th Digitize your business Digitize your business e Biz Company Limited 36 F CRC Tower 87 2 Wireless Road Lumpini Phatumwan Ban...

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