Iris Cardiris Pro 5 User Manual

User Guide

Chapter 8 – Exporting contacts 94 EXPORTING CONTACTS TO MICROSOFT DYNAMICS CRM Cardiris Corporate allows you to export contacts to Microsoft Dynamics

CardirisTM 5 – User Guide 95 Note: In order for Cardiris Corporate to interact successfully with Microsoft Dynamics CRM, CRM administrators must conf

Chapter 8 – Exporting contacts 96  Select Microsoft Dynamics CRM from the list of available export applications.  Click Export to export your con

CardirisTM 5 – User Guide 97  first names and last names  first names  last names  e-mail addresses It is up to the user to determine the sear

Chapter 8 – Exporting contacts 98 If duplicate cards are found within the CRM database itself, a warning message is displayed. These duplicates need

CardirisTM 5 – User Guide 99 it for you. Cardiris will then use the most recent data and add it to the merged card. Note: when you interrupt the dupl

Chapter 8 – Exporting contacts 100 EXPORTING CONTACTS TO SALESFORCE CRM Cardiris Corporate allows you to export contacts to Salesforce CRM. Note, howe

CardirisTM 5 – User Guide 101  Click Export to export your contacts to Salesforce CRM. Note that the Configure button is disabled. Only CRM adminis

Chapter 8 – Exporting contacts 102 Warning: the Cardiris contacts must be in line with Salesforce CRM's policy. Contacts without a last name or

CardirisTM 5 – User Guide 103  Then select either Labels or List. When printing Labels, the contacts are printed in small frames to put a maximum of

CardirisTM 5 – User Guide 5 CHAPTER 1 INTRODUCING CARDIRIS GENERAL INFORMATION ON CARDIRIS Introduction Cardiris is a powerful business card scanning

Chapter 8 – Exporting contacts 104 Label type All standard label types (Avery and NEBS) are supported. Field order Click Field order to choose the dat

CardirisTM 5 – User Guide 105 CHAPTER 9 IMPORTING CONTACTS Cardiris not only allows you to export your contacts to external applications, you can als

CardirisTM 5 – User Guide 107 CHAPTER 10 SYNCHRONIZING DATABASES When you use several contact managers besides Cardiris and import/export contacts re

CardirisTM 5 – User Guide 109 INDEX A Acquire ... 48, 50 Back image ... 48 Business card ...

Index 110 Merging ... 87 Migrating ... 86 Saving ... 84 Card imag

CardirisTM 5 – User Guide 111 I Importing business cards ... 111 Indexed cards ... 71 Installation ...

Index 112 Registration ... 11 Resolution ... 34 Resolving duplicates ... 79 Rolodex

CardirisTM 5 – User Guide 113 W Windows Address Book ... 94 Windows Contacts ... 91 Z Zoom ...

Chapter 1 – Introducing Cardiris 6 Should you encounter a business card in a language that is not supported by Cardiris, know that you can always scan

CardirisTM 5 – User Guide 7 Cardiris Corporate also allows you to exchange data with Microsoft Dynamics CRM and Salesforce CRM. Supported scanne

CardirisTM 5 – User Guide 9 CHAPTER 2 INSTALLING CARDIRIS SYSTEM REQUIREMENTS This is the minimal system configuration required to use Cardiris:  a

Chapter 2 – Installing Cardiris 10  Select the installation language and click OK.  Accept the terms of the license agreement.  Click Next each

CardirisTM 5 – User Guide 11 SOFTWARE REGISTRATION Remember to register your Cardiris license. To register: Use the Registration wizard in the Registe

CardirisTM 5 – User Guide 13 CHAPTER 3 GETTING STARTED RUNNING CARDIRIS To run Cardiris:  Start Cardiris from the Windows Start menu or double-clic

Chapter 3 – Getting started 14 To change the user interface language:  On the Settings menu, point to User Interface Language.  Select the require

CardirisTM 5 – User Guide 15  The cards that are displayed have different colors. These colors indicate the card status of each business card: o ne

Chapter 3 – Getting started 16  In card view, the card image and all the data fields are displayed. Card view allows you to verify and edit the dat

CardirisTM 5 – User Guide 17 Processing sample business cards When you double-click one of the new (yellow) cards in the sample database to view it in

Chapter 3 – Getting started 18 The image is converted into editable text and the recognized text is assigned to the various fields.  Check the res

CardirisTM 5 – User Guide 19 The card can now be stored in the database and may be consulted, printed, exported etc. For more information about the c

Chapter 3 – Getting started 20  Select your scanner in the list and click Next. A configuration screen will appear. Depending on the scanner you sel

CardirisTM 5 – User Guide 21 Making direct use of contacts You can make direct use of the contacts stored inside Cardiris. You can, for instance, cont

Chapter 3 – Getting started 22  Or click the binoculars icon to do access advanced search options. These options allow you to do searches on one or

CardirisTM 5 – User Guide 23 CHAPTER 4 VIEW MODES ALBUM VIEW When you open Cardiris the database that was last opened is displayed in album view. Alb

CardirisTM 5 – User Guide iii Table of Contents Copyrights ...

Chapter 4 – View modes 24 Sort order The contacts are sorted alphabetically first by company name, then by name. When no name is available, the contac

CardirisTM 5 – User Guide 25  To select a continuous range of cards, click the first card and hold down the Shift key as you select the last card of

Chapter 4 – View modes 26 Data fields In card view, the card image and all the data fields are displayed. The data they contain can be edited in sever

CardirisTM 5 – User Guide 27 Back tab and Picture tab Via the Back tab you can add the rear images of a business card to your contact. See the section

Chapter 4 – View modes 28  Click the fit to window and fit to width buttons to display the entire business card and the entire width of the business

CardirisTM 5 – User Guide 29  Click the picture button to acquire or open a picture of your contact and add it to the database. When a picture has b

CardirisTM 5 – User Guide 31 CHAPTER 5 SCANNING BUSINESS CARDS SETTING THE SCANNER SETTINGS Before you can scan business cards with Cardiris, your sc

Chapter 5 – Scanning business cards 32 Cardiris scan both landscape and portrait oriented business cards. Note, however, that scanning landscape orien

CardirisTM 5 – User Guide 33 o Select your scanner model and indicate the scanner source. o Select the required Format, Resolution and Image Type.

Table of Contents iv Scanning cards ... 33 Scanning cards with the IRISCard scanners ...

Chapter 5 – Scanning business cards 34 Cardiris is Twain compliant and supports a wide range of dedicated business card scanners, flatbed scanners and

CardirisTM 5 – User Guide 35 Several scan settings are applied by default:  Cardiris detect the text orientation. This option detects the text orie

Chapter 5 – Scanning business cards 36 Besides the default settings Cardiris can also:  Detect cards in image. Use this option when you are using a

CardirisTM 5 – User Guide 37 Note, however, that both sides of the card need to be in the same language. SCANNING CARDS WITH THE IRISCARD SCANNERS Wit

Chapter 5 – Scanning business cards 38 SCANNING CARDS WITH THE IRISCARD BUTTON MANAGER When you are using an IRISCard Pro scanner a small utility is i

CardirisTM 5 – User Guide 39 Right button By clicking the right button you launch the Cardiris software and automatically scan your cards. Click the

Chapter 5 – Scanning business cards 40  In case you stored your documents on an external storage device (SD memory card or USB flash drive), insert

CardirisTM 5 – User Guide 41  Click the Load button and browse for the images you want to load. SCANNING CARDS WITH A FLATBED SCANNER When using a

Chapter 5 – Scanning business cards 42 o cards must either be portrait or landscape oriented. Avoid scanning a combination of portrait and landscape

CardirisTM 5 – User Guide 43  Select your scanner from the list and click the ADF option.  Any cards you enter in your scanner's document fee

CardirisTM 5 – User Guide v Assigning categories to contacts ... 62 Chapter 7 Organizing business cards ...

Chapter 5 – Scanning business cards 44 The Cardiris toolbar will be displayed.  Select the correct country in the drop-down list and click the Card

CardirisTM 5 – User Guide 45  First scan the front side by clicking the Scan button.  Then click Scan back of Card on the Process menu. You will b

Chapter 5 – Scanning business cards 46 Tips: In case you want to recognize the back sides of cards automatically, select the option Recognize back si

CardirisTM 5 – User Guide 47 SCANNING A PICTURE OF A CONTACT Next to the card image, you can also add a picture of your contacts to the Cardiris datab

Chapter 5 – Scanning business cards 48 ADDING NOTES TO CARDS When you are scanning a stack of cards you collected during one particular event, e.g.

CardirisTM 5 – User Guide 49 To add a card to the database:  Click New on the Card menu. Or hit Ctrl+E. A new card will be added to the database and

CardirisTM 5 – User Guide 51 CHAPTER 6 RECOGNIZING BUSINESS CARDS SELECTING THE CARD STYLE Cardiris uses field analysis to attribute data on business

Chapter 6 – Recognizing business cards 52 Note that you can only select a single card style at a time. Tip: organize your business cards per country

CardirisTM 5 – User Guide 53 Any data Cardiris cannot attribute to a database field is put in the Extra field. Unrecognized characters are represented

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Chapter 6 – Recognizing business cards 54 separately. This way, you can reduce the processing time considerably. To recognize batches of cards:  Sor

CardirisTM 5 – User Guide 55  Or right-click the selection and click Recognize in the context menu. RECOGNIZING THE BACK SIDE OF CARDS AUTOMATICALLY

Chapter 6 – Recognizing business cards 56  Then click Recognize on the main toolbar. Cardiris will first recognize the front side of the card and ad

CardirisTM 5 – User Guide 57  or click the Restore icon to undo all changes you made to the card and restore it to its original state. Additional i

Chapter 6 – Recognizing business cards 58  Hold down the Ctrl key and drag a frame around the text you want to add.  Release the Ctrl key. The tex

CardirisTM 5 – User Guide 59 Adjustment options: Smoothening o Select Smoothen to even out the image. This option renders grayscale and color images

Chapter 6 – Recognizing business cards 60 The Brightness settings determine the overall brightness of the image. Use these settings to darken or light

CardirisTM 5 – User Guide 61 The default custom fields can be extended with an unlimited number of other custom fields. To add a custom field to a ca

Chapter 6 – Recognizing business cards 62 The content of a custom field can be edited and searched like any other standard field. Note that custom fie

CardirisTM 5 – User Guide 63 you find them faster later on, by means of the advanced search option. For more information on advanced searching, see th

CardirisTM 5 – User Guide 1 Copyrights Cardiris5-dgi-110112-04 Copyrights © 1995-2012 I.R.I.S. All Rights Reserved. I.R.I.S. owns the copyrights to th

Chapter 6 – Recognizing business cards 64 Categories are also available for export. They can be exported as cvs, xml, html and excel files and sent to

CardirisTM 5 – User Guide 65 CHAPTER 7 ORGANIZING BUSINESS CARDS ASSIGNING A CARD STATUS When you open the sample database, which you'll find in

Chapter 7 – Organizing business cards 66 To assign a different card status to a card:  Double-click the card to view it in card view.  Check the

CardirisTM 5 – User Guide 67  Depending on the card types that are displayed, the Cardiris database will be displayed in a different color. In t

Chapter 7 – Organizing business cards 68 Notes: When exporting cards to other applications, make sure you only export verified cards. This way you ar

CardirisTM 5 – User Guide 69 Example: Click the "G" button and the cursor moves to the first card whose company name starts with the letter

Chapter 7 – Organizing business cards 70 Free text search To do a free text search:  Enter a term in the search field and click the search cards bu

CardirisTM 5 – User Guide 71 Advanced search To do an advanced search:  Click the binoculars icon on the main toolbar.  Cardiris displays the lis

Chapter 7 – Organizing business cards 72 you're displaying a "hitlist". The status bar also indicates the number of cards that have bee

CardirisTM 5 – User Guide 73  In the Find duplicates window, select the search parameters you want to use. Duplicate contacts can be contacts who ha

Chapter 7 – Organizing business cards 74  Double-click any of the duplicates to view their information in detail.  The card data is spread out ac

CardirisTM 5 – User Guide 75  The information that has not been used in the merged card is grayed.  Fields that Cardiris could not merge are marke

Chapter 7 – Organizing business cards 76 Tab Images Cardiris displays all three image types that can be attached to your contacts: Front images, Back

CardirisTM 5 – User Guide 77 window. Resolved duplicates get the card status Verified. The superfluous contacts will be deleted. Tab Categories Any ca

Chapter 7 – Organizing business cards 78 MAINTAINING CARD DATABASES Cardiris is a comprehensive card database solution. The databases you create or op

CardirisTM 5 – User Guide 79 Duplicating databases You can duplicate your databases to create backups. To duplicate a database either:  Click Save A

Chapter 7 – Organizing business cards 80  Import the contacts from earlier versions of Cardiris (3.x and 4.x) into an empty database. To do so: o C

CardirisTM 5 – User Guide 81 DELETING CARDS Cards can be deleted from a database in several ways. To delete cards:  Select one or more cards.  Rig

CardirisTM 5 – User Guide 83 CHAPTER 8 EXPORTING CONTACTS EXPORTING BUSINESS CARDS The contacts in your Cardiris database can be exported to numerous

CardirisTM 5 – User Guide 3 About this guide This guide covers the full range of functions available in Cardiris. The functions that are only availabl

Chapter 8 – Exporting contacts 84 To export contacts from Cardiris:  Select the cards you want to export. This can be done in several ways: o Hold

CardirisTM 5 – User Guide 85 Tip: if you want to export contacts to another Cardiris database, you do not necessarily have to use the Export function;

Chapter 8 – Exporting contacts 86  Then click Export. Your contacts will be added to the Windows Contacts folder. The Contacts folder can be found

CardirisTM 5 – User Guide 87 Tip: you can also type "wab.exe" in the Search field to locate the Contacts folder. EXPORTING TO WINDOWS ADDR

Chapter 8 – Exporting contacts 88 Contacts since Windows Vista. See Exporting to Windows Contacts should you want to export to Windows Contacts. To ex

CardirisTM 5 – User Guide 89 EXPORTING TO APPLE DEVICES The contacts you create with Cardiris can be exported to your Apple devices via iTunes. All y

Chapter 8 – Exporting contacts 90  Connect your Apple device to your computer.  When your device appears in the list on the left side of the iTune

CardirisTM 5 – User Guide 91  The contacts from Cardiris are added to the Contacts app on your Apple device. EXPORTING TO GOOGLE CONTACTS The conta

Chapter 8 – Exporting contacts 92  Then click Configure at the bottom of the window.  Enter the credentials of your Google account and click OK.

CardirisTM 5 – User Guide 93  All the database fields from Cardiris - including any Custom fields you created - are included in each Google contact