1 of 34 CardReader 100 Scanner © Copyright 2003 Visioneer, Inc. Visioneer and Visioneer logo are registered trademarks of Visioneer, Inc. All rights reserved. 2 of 34 Using Online Help.................................................................................................................... 3 What is the Visioneer Business Card Reader Software? ..................................................... 3 Getting More Information........................................................................................................ 3 Installing the Visioneer Business Card Reader Software and the CardReader 100 Scanner .................................................................................................................................... 4 Uninstalling the Visioneer Business Card Reader Software and the CardReader 100 Scanner .................................................................................................................................... 4 Calibrating and Cleaning the CardReader 100 Scanner....................................................... 5 What is Optical Character Recognition (OCR)?.................................................................... 5 File Menu Commands.............................................................................................................. 7 Toolbar Commands ............................................................................................................... 11 Open an Existing Database of Business Cards .................................................................. 12 Creating a New Contact ........................................................................................................ 12 Scanning a Business Card ................................................................................................... 12 Scan Options ..................................................................................................................................................... 12 Optical Character Recognition of Fields ............................................................................. 13 OCR Options...................................................................................................................................................... 14 Editing a Text Field................................................................................................................ 15 Saving the Business Card Database.................................................................................... 15 Deleting Business Card(s) .................................................................................................... 17 Back-Up and Restore the Business Card Database ........................................................... 18 Back-Up a Database.......................................................................................................................................... 18 Restore a Database ........................................................................................................................................... 18 Printing Business Cards ....................................................................................................... 19 Print one or more card(s) ................................................................................................................................. 19 Print Label Patterns .......................................................................................................................................... 20 Searching Business Cards ................................................................................................... 21 QuickSearch ...................................................................................................................................................... 21 Specify searchable fields ................................................................................................................................. 21 Sorting Business Cards ........................................................................................................ 22 List Business Cards .............................................................................................................. 22 List View Options .............................................................................................................................................. 23 Classifying Business Cards ................................................................................................. 24 Change options available in Classification .................................................................................................... 24 Export Contact Information .................................................................................................. 25 Export to Outlook Express ............................................................................................................................... 25 Export to Outlook .............................................................................................................................................. 26 Export to DBaseIII or CSV file .......................................................................................................................... 27 Export to vCard ................................................................................................................................................. 28 Export Image...................................................................................................................................................... 29 Emailing Contacts ................................................................................................................. 29 Synchronization..................................................................................................................... 29 Synchronization with Palm Device.................................................................................................................. 29 Synchronization with WinCE Device............................................................................................................... 31 Synchronization with WinCE BCR................................................................................................................... 33 3 of 34 Using Online Help Online Help is the most complete source of information about the Visioneer Business Card Reader software and the CardReader 100 Scanner. 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 contents of a Help topic: a. Select the desired topic in the left frame to display the corresponding information on the right. 3) To navigate the Help topics already viewed: a. On the Help toolbar, click Back to display the last Help topic viewed. b. On the Help toolbar, click Forward to display the previous Help topic viewed. What is the Visioneer Business Card Reader Software? The Visioneer Business Card Reader software is a user-friendly electronic organizer which helps keep track of information from business cards. The software automatically saves and organizes data with a simple scan of a business card. It is able to organize contact information to meet a variety of business and personal needs. The Visioneer Business Card Reader Software includes the following features: Scan and recognize English Language business cards Scan both sides of a business card Retrieve and browse business card information easily Click and Post business card information from the card image to the designated field Find any contact using QuickSearch Sort business card information by any field or creation time Add additional information in the memo field Categorize business cards Print business cards as an address book or print card images Import and Export an address book between the Business Card Reader Software and Outlook/Outlook Express Export a contact list to a DBaseIII or CSV file format which can then be imported into applications such as ACT!, Goldmine, and MS-Excel Directly email contacts from the Business Card Software with vCard and/or business card image attached Direct synchronization with Palm and WinCE devices, Visioneer Business Card Software and other PDAs Getting More Information The Help system provides step-by-step instructions for using the Visioneer Business Card Reader software with your CardReader 100 Scanner. You may obtain other sources of information from: Visioneer Business Card Reader Software User Manual This printed guide provides detailed information about all of the Visioneer Business Card Reader software features. 4 of 34 Visioneer Web Site Visit our website http:// www.visioneer.com for 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 installation process, or at the Visioneer web site http://www.visioneer.com. Installing the Visioneer Business Card Reader Software and the CardReader 100 Scanner Warning: Do not plug the CardReader 100 USB cable into the computer until prompted to by the scanner driver installation wizard. 1) Insert the Visioneer Business Card Reader Software CD into the CD-ROM/DVD-ROM drive of the computer. 2) When the installation screen opens up, click on Visioneer Business Card Software. 3) The installation wizard will begin, accept all default locations and options, the installation will complete the install and return to the main install screen. 4) Now click on CardReader 100 Driver to start the driver installation wizard. 5) Plug the CardReader 100 USB cable into a USB port on the computer when prompted to by the install wizard. 6) Click on Finish to complete the driver install. 7) Click on Exit to close the CD installation screen. Uninstalling the Visioneer Business Card Reader Software and the CardReader 100 Scanner To uninstall Visioneer Business Card Reader software from the system, use the Windows Control Panel to remove the application and all system files associated with it. Warning : Following this procedure, will permanently remove the Visioneer Business Card Reader software from the computer's hard drive. To uninstall the Visioneer Business Card Software from your system: 1) From the start menu, select Settings and then click on Control Panel to open the Control Panel window. 2) Double-click on the Add/Remove Programs icon. 3) Select VisioneerBCR 1.5 and click on the Add/Remove button. 4) Click Yes and Windows will remove the Visioneer Business Card Reader software application and all associated files from the computer's hard drive. 5 of 34 To uninstall the CardReader 100 Scanner from your system: 1) From the start menu, select Settings and then click on Control 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/Remove button. 4) Click Yes and Windows will remove the CardReader 100 scanner and all associated files from the computer's hard drive. Calibrating and Cleaning the CardReader 100 Scanner The Visioneer Business CardReader 100 scanner must be calibrated before using the first time. Calibration and cleaning may need to be performed from time-to-time to maintain/improve the quality of the scanned images. To calibrate the scanner: 1) Select Scan from the `File' menu or click on the 2) Click on the Calibrate button. 3) Insert the calibration page into the scanner, or use a white piece of paper cut to the width of the card slot. 4) Click on the OK button after calibration has completed. button to open the scanning utility. To clean the scanner: 1) Select Scan from the `File' menu or click on the button to open the scanning utility. 2) Insert the cleaning sheet provided with the scanner; the CardReader 100 will automatically pull the cleaning sheet through as with a regular business card scan. 3) Discard any image file created after the cleaning sheet has been fed through. What is Optical Character Recognition (OCR)? Simply stated, Optical Character Recognition (OCR) looks at the scanned image and "recognizes" text. The software will process the text for the purpose of modifying it in text editing programs (e.g. MS-Word, MS-Excel, WordPerfect, etc...) The Visioneer Business Card Reader Software recognizes the text on a business card and inserts the results into editable fields. The software recognizes the type of information being processed and inserts it into the most likely text field (e.g. Name, Telephone Number, Address, Company, etc...) To optimize the OCR results, make sure the image of the business card is horizontal and readable left-to-right. Be aware that business cards which are colored, or have graphic images, are probably not going to be recognized accurately the first time. Don't worry, the ...