Dymo 1760685 Installation guide

Brand: Dymo

Model: 1760685

Type: Installation guide

Chapter

CardScan Getting Started

To transform business cards into an address book, follow these steps:

Check Requirements

• Windows 98 or later

• Pentium or later

•64 MB RAM

• 50 MB hard disk space

• CD-ROM drive

• USB Port

Install Software

• On Windows NT, 2000 or

XP: log in as Administrator.

• Insert CD-ROM.

• Click Install and

follow onscreen

installation instructions.

Connect Scanner

• Connect USB cable to

computer and scanner

USB ports. (If previously

connected, remove and

re-insert USB cable.)

Set up Scanner

•

Start CardScan and follow

the Scanner Setup Wizard.

Use Calibration Card to

calibrate scanner;

follow instructions on

Calibration Card.

Scan Cards

• Insert cards into scanner,

printed side up.

• Click Process when

scanning is complete.

Save Contacts

• Choose File→Save As, and

save the file.

• When the dialog above

appears, click OK.

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This guide is protected by federal copyright law. No part of this guide may be

reproduced or distributed, transcribed, stored in a retrieval system, translated

into any spoken or computer language or transmitted in any form or by any

means whatsoever without the prior written consent of:

Corex Technologies Corporation

810 Memorial Drive

Cambridge, MA 02139

Tel: (617) 492-4200

Fax (617) 492-6659

Trademarks: CardScan and CardScan.Net are registered trademarks of Corex

Technologies Corp. Windows is a trademark of Microsoft Corporation. All

other trademarks are the property of their respective owners.

Disclaimer of Warranties: Corex Technologies Corp. makes no warranty,

representation or promise not expressly set forth in this agreement. Corex

Technologies Corp. disclaims and excludes any and all implied warranties of

merchantability, title, or fitness for a particular purpose. Corex Technologies

Corp. does not warrant that the software or documentation will satisfy your

requirements or that the software and documentation are without defect or

error or that the operation of the software will be uninterrupted.

LIMITATION OF LIABILITY: Corex Technologies Corp.’s aggregate

liability, as well as that of the authors of programs sold by Corex Technologies,

arising from or relating to this agreement or the software or documentation is

limited to the total of all payments made by or for you for the license. This

limited warranty gives you specific legal rights. You may have others which

vary from state to state. Some states do not allow the exclusion or limitation of

incidental or consequential damages, so the above limitation or exclusion may

not apply to you.

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Table of Contents

CardScan Getting Started i

Chapter 1 Welcome to CardScan!

CardScan Features ..................................................................... 1-1

Perform Basic Tasks ................................................................... 1-1

Manage Your Contacts as Suits You Best ....................................... 1-2

Safeguard and Access Your Contacts Remotely ............................... 1-2

Keep your contacts up-to-date ...................................................... 1-3

About This Guide and Other User Resources ........................................ 1-3

Other Sources of Information and Support ...................................... 1-4

Chapter 2 Installing CardScan

Before You Begin ....................................................................... 2-1

Installing and Setting Up CardScan ................................................... 2-2

Installing the Software ................................................................. 2-2

Connecting the Scanner .............................................................. 2-3

Setting Up CardScan for Your Scanner ........................................... 2-3

If a Previous Version is Installed ....................................................... 2-4

Uninstalling CardScan ................................................................ 2-4

Converting Files Created with Earlier Versions ................................. 2-4

Chapter 3 Creating Your Address Book

Scanning Business Cards .............................................................. 3-1

Importing Contacts

from Contact Managers and PIMs

..................................................... 3-4

Creating Files and Contacts Manually ................................................. 3-7

Creating Contacts by Dragging and Dropping

Text from Emails and Electronic Documents

.......................................... 3-7

Saving Your Contacts................................................................... 3-8

Chapter 4 Verifying, Editing and Organizing

Your Contacts

Why and When to Verify Contacts ..................................................... 4-1

Features That Make Verifying Simple ................................................. 4-1

Using Edit View ......................................................................... 4-1

Editing Text ............................................................................... 4-3

Checking Details of Names and Addresses ..................................... 4-3

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Table of Contents

ii Corex Technologies

Adding Information to Contacts

........................................................ 4-4

Adding Phone Numbers .............................................................. 4-4

Adding Email and Web Addresses ................................................. 4-5

Features to Organize Contacts Quickly ............................................... 4-6

Using Categories ....................................................................... 4-6

Adding Notes ............................................................................ 4-7

Assigning Categories and Notes to a Batch ..................................... 4-8

Deleting Contacts....................................................................... 4-8

Chapter 5 Managing Your CardScan Contacts

Manipulating Multiple Contacts in a File ............................................... 5-1

Reviewing the Status of Your Contacts ........................................... 5-1

Sorting Contacts ........................................................................ 5-2

Finding Contacts........................................................................ 5-2

Finding Contacts with QuickSearch ............................................... 5-2

Methods to Find Groups of Contacts .............................................. 5-3

Managing Duplicate Contacts.......................................................... 5-4

Finding Duplicate Contacts............................................................. 5-4

Safeguarding Your Contacts Against Loss ............................................ 5-5

Backing Up Your Contacts ........................................................... 5-5

Chapter 6 Maximizing Your Contact Potential

with CardScan.Net

Getting Started with CardScan.Net .................................................... 6-1

About CardScan.Net Synchronization ................................................. 6-3

Conflict Resolution...................................................................... 6-3

Manual Synchronization................................................................ 6-4

Synchronizing One File ............................................................... 6-4

Synchronizing All Files ................................................................ 6-4

Automatic Synchronization ............................................................. 6-5

About AccuCard Service Updates ..................................................... 6-6

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Table of Contents

CardScan Getting Started iii

Chapter 7 Exchanging Data with Other Applications

Data Exchange Wizard ................................................................. 7-1

CardScan Synchronization ............................................................. 7-2

Synchronizing Manually .............................................................. 7-4

Synchronizing Automatically ......................................................... 7-4

Chapter 8 Synchronizing with Palm OS™ Devices

First-Time Setup and Synchronization................................................. 8-1

Chapter 9 Synchronizing with Pocket PC® Devices

Setting up ActiveSync .................................................................. 9-1

Synchronizing Selected Files .......................................................... 9-3

Removing Corex CardScan ActiveSync Module ...................................... 9-3

Chapter 10 Communicating with Your Contacts

Reaching Your Contacts From Summary View ...................................... 10-1

Using Signature Card ................................................................. 10-2

Enabling Signature Card ............................................................10-2

Disabling Signature Card ............................................................10-2

Chapter 11 Printing

Selecting contacts to print ........................................................... 11-1

Starting the Print Wizard .............................................................11-2

Chapter 12 Troubleshooting and Support

Troubleshooting Tips .................................................................. 12-1

General ...................................................................................12-1

Cards that are difficult to read ......................................................12-2

Error messages ........................................................................12-3

Technical Support ..................................................................... 12-3

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Table of Contents

iv Corex Technologies

Appendix A: CardScan Scanner Warranty

Appendix B: Compliance with FCC and EC

FCC Statement ......................................................................... B-1

EC Declaration of Conformity .......................................................... B-1

Index

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CardScan Features

CardScan Getting Started 1-1

Chapter 1 Welcome to CardScan!

CardScan is an electronic address book that scans and stores business-card

information. After scanning a business cards, using a Corex or

TWAIN-compliant scanner, CardScan processes the image, and organizes the

information into the correct fields of an electronic contact. As you continue

scanning cards, your CardScan file is filled with contacts for you to save and

use as suits your needs. For example, you can:

• Create a CardScan address book, and manage your contact information

using CardScan. For an extensive introduction, see “Creating Your

Address Book” on page 3-1.

• Use the Data Exchange Wizard to help you get your contacts from

CardScan into your favorite contact manager, personal information

manager (PIM), or personal data assistant (PDA). For an extensive

introduction, see “Exchanging Data with Other Applications” on page 7-1.

• Save copies of your CardScan files to a secure, private account on

CardScan.Net—and have a guaranteed backup as well as access to your

contacts from anywhere, using your password and a web browser. For an

extensive introduction, see “Maximizing Your Contact Potential with

CardScan.Net” on page 6-1.

The following is a summary of CardScan features.

CardScan Features

CardScan features are designed to suit the needs of both the novice and

experienced users. These features allow you to:

• Perform basic tasks.

• Manage your contacts as suits you best.

• Safeguard and access your contacts from anywhere.

• Keep your contacts up to date.

Perform Basic Tasks

• Create an address book by scanning business cards into CardScan and

saving the file.

• Verify and edit contacts.

• Add notes and assign categories to individual contacts or a group of

contacts.

• Scan the back of a card to include its image in the existing contact.

• Drag and drop contacts from one CardScan file to another or from

CardScan to another application—and vice versa.

• Find contacts with Categories and QuickSearch.

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Chapter 1 Welcome to CardScan!

1-2 Corex Technologies

• Email, dial contacts’ phone numbers, and visit their Web sites directly

from CardScan.

• Display a MapQuest-generated map of a contact’s address.

• Include your SignatureCard in your Microsoft Outlook email.

• Add new contacts by scanning, or typing, or dragging and dropping text

from emails and electronic documents, or by dragging and dropping

vCards.

Manage Your Contacts as Suits You Best

CardScan enables you to quickly get contacts into other applications, such as

your favorite contact manager, personal information manager (PIM), or

personal data assistant (PDA). The data-exchange features of CardScan

include:

• The CardScan Data Exchange Wizard to help you pick the method that

suits you best

• CardScan Synchronization to exchange contact information between

CardScan and your favorite, supported contact manager or PIM, and

keep consistent address books

• The Export Wizard to export contact information to a text file

• Transfer from CardScan to contact managers and PIMs, including Palm

OS Desktop

• Synchronization with PDAs, such as Palm OS™ handhelds and Pocket

devices

Safeguard and Access Your Contacts Remotely

Save a copy of a CardScan file to a private, secure account on CardScan.Net.

With your CardScan.Net-enabled file, you can:

• Have a guaranteed backup in your CardScan.Net account.

• Access your contacts from anywhere, with a web browser and your

password.

• Make changes to the file on your PC or on CardScan.Net, and CardScan

will keep it synchronized, so the copies on your PC and in your

CardScan.Net Account are identical.

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About This Guide and Other User Resources

CardScan Getting Started 1-3

Keep your contacts up-to-date

If your file is CardScan.Net-enabled—in other words, has a copy on

CardScan.Net—you can keep your contacts up-to-date using the AccuCard

Service. The AccuCard Service automatically notifies you of any updates

available for your contacts. The symbols indicating the status of your contacts

appear in your desktop CardScan file. When it is convenient, you can review,

accept, or reject the changes automatically, with a few mouse clicks.

About This Guide and Other User Resources

This User’s Guide is intended to introduce CardScan’s features and to help

you locate:

• Features you might use the most and

• Detailed descriptions of each feature in the Online Help

Each section in this Guide includes keywords for you to use when searching

the Help Index for more information. To use keywords:

1. Look for the symbol

2. Choose Help→Search for Help on, and type one keyword at a time, or

scroll down the list in the Index and click the keyword.

If you would like to browse the help as you would a book, open it at the Table

of Contents. You can do this using any of the following methods:

• Press the F1 key on your keyboard.

• Click the button on CardScan’s Toolbar (see page 1-4).

• Choose Help→Contents in CardScan window.

The following are conventions used in this Guide:

“Attention! Read carefully.”

“Here is a TIP for you!”

“To find more information, choose Help→Search for

Help on, and use the following keywords.”

“NOTE:”

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Chapter 1 Welcome to CardScan!

1-4 Corex Technologies

Other Sources of Information and Support

There are several other sources of CardScan information and support, all

accessible from the CardScan Help menu.

Choose Help→View ReadMe to view important information unavailable at the

time the printed documentation was published.

Choose Help→View User’s Guide to view a printable version of this Guide, in

the PDF format.

Choose Help→Technical Support to contact our Technical Support. For more

directions to Corex Technical Support, see the cover of this book.

Balloon Help

Point at any feature in the CardScan window, and a balloon-help topic

appears, describing the usage of the feature. For example, point at any button

on CardScan’s Toolbar to get things done more quickly.

Glossary of Terms

The Glossary is included in the Online Help, listed at the top of the Table of

Contents.

Visit Corex Web site at www.cardscan.com

for:

• Technical Support Knowledge Base, at www.cardscan.com/support/

• The PDF document “Using CardScan with Other Scanners”, containing

detailed guidelines for users of TWAIN-compliant scanners

• Product and compatibility information

• Software and other updates

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Before You Begin

CardScan Getting Started 2-1

Chapter 2 Installing CardScan

To begin using CardScan quickly, you should follow the installation and setup

sequences presented in this chapter. This chapter includes:

• Before you begin

• Installation and setup

• If upgrading from a previous version

Before You Begin

Before you begin to install the CardScan software, do the following:

1. Make sure you have the following:

• Windows 98 or later

• Pentium processor or later

• 64 MB of RAM

• 50 MB free hard disk space for a minimum installation and 110 MB for a

full installation

• CD-ROM drive

• USB port for scanner connection

• Modem for autodialing (optional)

• Windows-compatible network for multiple users

• Mouse, or other pointing device, recommended

2. If running Windows 2000, Windows NT, Windows XP, or later, log on as

Administrator or to an account with Administrator privileges.

3. Locate your software serial number in the CD-ROM package.

4. To use CardScan with Palm

or Pocket PC devices, install the desktop

software for these devices before installing CardScan.

Keywords: “Palm”, “Pocket PC”

5. If upgrading from a previous version, see “If a Previous Version is

Installed” on page 2-4.

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Chapter 2 Installing CardScan

2-2 Corex Technologies

Installing and Setting Up CardScan

To install and set up CardScan, you must follow these steps:

1. Install the software.

2. Connect the scanner.

3. Set up CardScan to work with your scanner.

Installing the Software

To install the software:

1. Insert the CardScan CD-ROM. The Autorun screen appears.

2. Click Install CardScan. The CardScan InstallShield Wizard appears.

3. Follow the Wizard’s prompts to complete the installation. On the last

screen of the Wizard, check the box Launch CardScan After

Installation.

After a pause, the CardScan window opens, and the Scanner Set Up

Wizard appears.

Before proceeding with the setup, you must connect your scanner, as follows.

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Installing and Setting Up CardScan

CardScan Getting Started 2-3

Connecting the Scanner

The following procedure is for CardScan 600 scanners. For any other

scanners, see the scanner documentation. To connect a 600 scanner:

• With the included cable, connect the scanner’s USB port to the USB port

on your PC.

• If your scanner includes an AC adapter, connect the AC adapter to the

scanner and plug the adapter into a power outlet.

The scanner’s light comes on red, then changes to solid green. If the

light is not solid green, see “Troubleshooting Tips” on page 12-1.

Setting Up CardScan for Your Scanner

The Scanner Setup Wizard enables you to set up CardScan to work with your

scanner, to calibrate the scanner and to scan your first business card.

To start the Scanner Setup Wizard any time, choose

Tools

→

Scanner Setup Wizard.

1. On the Scanner Setup Wizard, choose the option Yes, my scanner is

connected and click Next.

2. On the Select Scanner Type screen, select your scanner, and follow the

Wizard to detect, calibrate, and test your scanner.

For guidelines on using TWAIN-compliant scanners with CardScan,

search the Online Help on “TWAIN”. Also, visit www.cardscan.com

obtain a PDF document “Using CardScan with Other Scanners”.

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Chapter 2 Installing CardScan

2-4 Corex Technologies

If a Previous Version is Installed

If you have a previous version of CardScan on your PC, you may have to do

the following:

1. Disconnect the scanner.

2. Uninstall the existing Cardscan software.

3. Install the new CardScan software (see page 2-2).

4. Reconnect the scanner (see page 2-3).

5. Set up CardScan to work with your scanner (page 2-3).

Uninstalling CardScan

The following procedure removes CardScan software from your hard

drive. It does not remove your contact files.

1. If running Windows 2000, Windows NT, Windows XP, or later, log on

with administrator privileges.

2. Choose Start→Settings→Control Panel. The Windows Control Panel

dialog appears.

3. Double-click Add/Remove Programs, select CardScan from the list of

programs, and click Remove. The InstallShield Wizard appears.

4. Follow the InstallShield Wizard to uninstall the CardScan software.

If you have been using a Palm device, you should exit and restart

HotSync Manager after uninstalling CardScan.

Converting Files Created with Earlier Versions

When you try to open an old CardScan file, you are prompted to convert it.

Once converted, a file cannot be opened by an earlier version of CardScan.

Therefore:

• CardScan saves a backup copy in the CardScan directory.

• If you choose to delete the backup files, make sure you are using a full

(not trial) version of CardScan.

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Scanning Business Cards

CardScan Getting Started 3-1

Chapter 3 Creating Your Address Book

CardScan’s features (see “CardScan Features” on page 1-1) represent all

essential attributes of an electronic address book, where information is

accurate, manageable, safe, and can be utilized with a few clicks of the mouse

(for example, the ability to email your contacts or display the

MapQuest-generated map of an address, or dial phone and FAX numbers). If

you keep your contacts in several files, CardScan’s ability consistently to

organize files allows you to use any number of files simply as specific sections

of the same address book.

Use informative names for your CardScan files, to simplify the use of

your CardScan address book and make it more efficient.

There are several ways to create and expand your address book. These

include:

• Scanning business cards (in this chapter)

• Importing files from other applications (in this chapter)

• Creating new files and contacts manually (in this chapter)

• Dragging and dropping text from emails and electronic documents (in this

chapter)

• Dragging and dropping vCards into CardScan ( Keywords: “drag”)

• Saving a file

Scanning Business Cards

Scanning is the quickest way to create a file in your address book.

The following describes how to scan business cards with

CardScan 600 scanners, using the default settings (color scanning and

automatic detection of cards). If you are using a different scanner, see your

scanner documentation. Also, you can change the scan preferences.

Keywords: “scanning”, “preferences”

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Chapter 3 Creating Your Address Book

3-2 Corex Technologies

To begin scanning business cards:

1. On the desktop, choose Start→Programs→CardScan to open

CardScan.

When you open CardScan for the first time, it creates a file

named “Untitled-1”. Therefore, when you scan and process the

contact information, it is collected in “Untitled-1”, until you save

the file with an informative name.

2. Insert a card in the scanner, with the front side facing up. The card is

pulled through, and the Scanning Options dialog appears.

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Scanning Business Cards

CardScan Getting Started 3-3

This dialog allows you to:

• Process the saved image(s) to transform them into contacts.

•Use Batch Options to assign the same notes and categories to all

cards scanned continually. When processed, all the contacts in the

batch contain identical notes and belong in the same category.

Keyword: “Batch.”

• Click Close to save the scanned images without transforming them

into contacts.

3. Scan a few more cards, and click Process.

CardScan processes the image(s), closes the Scanning Options dialog,

and displays the contact scanned last in Edit view—so you can verify and

edit your new contacts.

To learn about the features of CardScan’s graphical interface,

point at any feature in CardScan’s window. A brief description of

the feature appears in the balloon help.

Alphabet Bar

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Chapter 3 Creating Your Address Book

3-4 Corex Technologies

4. Click on the Alphabet Bar to display all contacts in the List view.

All new contacts are marked with ?, which indicates that they have not

been verified (see “Why and When to Verify Contacts” on page 4-1). The

red flag next to the question mark is the AccuCard Service Updates

indicator. For more information on the AccuCard Service, see “About

AccuCard Service Updates” on page 6-6.

Importing Contacts

from Contact Managers and PIMs

You can import contacts into CardScan from any contact manager or PIM that

can export contacts as a text file with the fields delimited by tabs or commas.

To import contacts:

1. Open the file in the source application.

2. Follow the instructions provided with the application to save or export the

information to your hard disk as a text file delimited by tabs or commas.

Unverified

contact

AccuCard

Service

Updates

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Importing Contacts from Contact Managers and PIMs

CardScan Getting Started 3-5

3. Start CardScan and choose File→Data Exchange→Import. This dialog

appears:

The Data Exchange Wizard is a feature to help you pick the best way to

copy data between CardScan and other applications.

For example, if you intend to import contacts from ACT! 4.0 or later,

GoldMine 5.0 or later, Lotus Notes 4.6 or later, or Microsoft Outlook

98 or later, the Data Exchange Wizard will guide you to the CardScan

Synchronization—a new feature that is more efficient than Import. See

“Exchanging Data with Other Applications” on page 7-1.

4. If you prefer to import your contacts, choose No, I want to Import. The

Import file dialog (the standard Window’s Open dialog) appears.

5. Select the text file saved in step 2 and click Open. After a pause, the

Import dialog appears:

Use the scroll bar to see additional columns.

Click to view the drop-

down list of standard and

saved import templates.

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Chapter 3 Creating Your Address Book

3-6 Corex Technologies

In the Import dialog, each row represents a contact in the text file, and

each column represents a field.

If the file contains more than four columns, use the scroll bar to

see the additional information.

Initially, all contacts are selected. To import only certain contacts, select

them. Use Shift+click or Ctrl+click to select multiple contacts.

6. If the columns don't look aligned, change the DELIMIT BY option to TAB.

7. To import using a predefined template, choose it from the I

MPORT

EMPLATES dropdown list and go to step 11.

To create your own import template, go to step 8.

8. For each column, use the dropdown list at the top of the column to

indicate the CardScan field into which to put the information.

9. To omit a column, choose [ignore]. To import a column that does not have

a corresponding CardScan field, choose Notes or Other (near the bottom

of the list).

10. Click Save As Template to save the import template you created or

modified.

11. Click Import to finish importing the text file. CardScan displays the

imported contacts in List View.

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Dymo 1760685 Installation guide

Dymo 1760685 Installation guide

Dymo 1760685 Installation guide

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