WorldCard User Manual
Contents
1. Use Manual FAQ Register About Refer to the user manual Refer to the FAQ or connect to Penpower website To register for receiving the warranty service See more information about WorldCard Penpower WorldCard User Manual Manufacturer Penpower Technology Ltd Version v8 3 Release May 20142. Export wexf file to computer 1 Tap Card Holder on the home page 2 Enter into the list mode and click at top left of the screen 3 Select the contacts you want to export and click at the bottom of the screen 9 9 CZ PenPower eee WorldCard 8 T7 Daniel Moore Square Design Co E 8 s Ethan Clark Penn Focus Technology Ltd M Matthew Taylor WorldCard Tip You can click ES at top left of the screen to select all contacts 4 Choose wcxf WorldCard Exchage file Export Contact Phone contacts vcf vCard wcxf WorldCard Exchange File 5 Click Yes in the export confirmation screen When you see the export success message this means the wcxf file had been exported to WorldCard Mobile s folder Export WorldCard file wcxf storage sdcard0 worldcard_mobile_ch wcxf wcm_android_20140507_133247 wc xf The following action will take about 1 minutes do you want to continue 9 10 Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices 6 Connect the computer with your phone Open the folder of WorldCard Mobile in the phone s memory card and you can find the exported wexf file Export wexf file to Cloud services 1 Tap D at the bottom of the home page 2 Select Dropbox or DBank Cloud service and sign into its account 3 Select the contacts you want to export and tap Done If you want to cancel the export process please tap
3. can also send your message q if you have the Skype account Click the phone number in the quick contact area on the right side of the main screen to contact people To use the Skype out function you need to get the Skype credits When make a call to overseas if the phone number without country code you need to modify the information first Just select the country in the drop down menu of the Skype window 6 3 Open Website and Display Map of Address If there is any URL in the contact information you can right click on the contact and select Open Website or click E button to open this website Right click on a contact and select Display Map of Address or click button to view the address information for the selected contact on the Google Map 6 1 TF pep Pow WorldCard 6 4 Route Planning WorldCard s Route Planning function allows you to query the route planning of several contacts address via Google Map and two contacts address via Baidu Map 1 Select several contacts and right click then select Route Planning 2 Select the specific contacts address or click Select All and then click Next You can also edit My address and add it into your route planning Tip WorldCard will automatically save the address you typed in My Address Next time you only need to open the drop down menu and select the address 3 You will see the route planning window please make sure of the area starting location and des
4. Select a contact in the list and execute Management Contact Add a Concact from the same company then it will open a new contact in the editing window The application will automatically fill in the same company name address phone number fax number and website link with the contact you selected You need to fill in the contact s name position department etc 4 1 3 Add a Contact from an eSignature WorldCard can recognize your eSignature in the email click Management Contact Add a Contact eSignature to open the E Signature dialogue window Then copy the signature in the email and paste in the text area of the E Signature dialogue window shown as below Click Recognize button and you can see the recognized contact information in the editing page o E Signature John Dow Sales Manager Karsten 46520 Fremont Blvd Suite 610 Fremont CA 94538 TEL 510 897 6600 FAX 510 897 6606 sales penpower ret http www penpowernet 4 1 CS PenPower means WorldCard 4 2 Group Management You can manage contacts by categorizing them in different groups you can also do the advanced search print the contact information or export import contacts 4 2 1 Default Group There are default groups such as All contacts Unverified Favorites Unfiled Google Default Groups These default groups can t be deleted or renamed please see the following explanations Unverified It means the contact has no
5. Settings Auto Sync to choose the sync mode Only Wi Fi Wi Fi Cell you need Next time you enter WorldCard Mobile the system will automatically and irregularly sync Gmail Contacts information 2 You have to sign in to Gmail account before seeing at the bottom of the list mode 9 1 2 Import Import wexf file from computer If you want to import the exported wexf file into iPhone s WorldCard Mobile you have to import it via iTunes The following steps are the instructions for importing wcxf file into iPhone 1 Please connect your iPhone with the computer and open iTunes Then tap the iPhone device button Go to the Tunes Store Scan tor Media 2 When you enter the summary page please tap Apps to switch to app page Summary Info Amps Music Movies TV Shows Photos On This iPhone 9 3 PenPower 5 WorldCard 3 Go to File Sharing section to search for WorldCard app and click it You will see all the files of WorldCard in the document storage area Select and drag the exported wexf file into the document storage area gq AAA 2 AA m Bi c e Cle Samh Uber PP Jerry i iPhone amp Automatically rated nere apps Shoot app Ve ista on peur Pene OF drag abeo Y spool Coreen Drag to marasge appa screens and pages File Sharing The apos listed below can transter documents between your Phone and this computer WorldCard Documents WascdiCanrd0422 cet 42254 11308 WorndCard 24
6. Ades Bokat enc Office Inti Bnwicger Envedope 01 spe 7 x 4 3 inch Ea vejope 3 sme 91 64 tech Envelope oe 457 4 1 ind Eavelope gw 457 4 1 inch Ea vedope 06 se 9 5 x 4 1 inch Exvelope l trom 11 x 4 inch Enhe 08 GRIER La 04 he Dow Eat O GRE R F E0943 04 II Envelope 10 RRR 54 837 04 rales persower net Exvelope11 WERT 24598701 Kanten Exvelope12 WERT bat 01 MEZZO Prerront Bivi Sute 61D Prercet CA 14230 mteri Staten Phot Bock Label Carb t gt Zelectod date quantity T Consected cawar Ukn 43 Corea PP Chapter 7 Advanced Functions Chapter 7 Advanced Functions 7 1 Settings WorldCard has many selectable Setting options to allow you to configure the opera tional functions of Name display Field Display Synchronization Export Import Recog nize and User Defined Fields Select Settings in the drop down menu or click button on the regular toolbar 7 1 1 General Name display Set name display sequence for Asian characters Chinese Japanese and Korean and Non Asian characters Address Display Zip code and country information display Font Size Adjust the arrow to set the font size Display map of Address Set the electronic map you want to use for viewing contacts address The option includes Auto Baidu Map and Google Map 1 Auto WorldCard determines which electronic map will be used due to the country code of the address The address in China will be displayed
7. Cancel 4 After the export process finishes you can find the exported contacts in the Cloud storage 9 11 Appendix User Interface Introduction Appendix User Interface Introduction WorldCard allows you to categorize contacts send email by contact add new contacts to a group delete contacts merge and separate contacts search contacts by various data fields import export synchronize contact information and etc Moreover you can synchronize the data in WorldCard with Microsoft Outlook Contacts Gmail Contacts ACT Lotus Notes Salesforce 1 User Interface Overview Menu Regular Toolbar Contact Information Groups Pane woes E salestinpenpower net teil m dj 46820 Fremont Bra di 46520 Fremont Biva wawpenpowernet 6227 Saes S Ld ny iat fen Manager st un DM gue d CA Baton iy kr 75 Ar CA vem a Selected dun putty L Contented Sawer Vies 49 Dacer FP Index O Recycle Bin O Business Card Image Action Area The groups can be freely created deleted renamed view Groups Pane i contacts in a specific group and so on Menu Find the functions you d like to execute in the menu Provides you an easy way to find the functions such as Sync Regular Toolbar Send Email Open website find address on maps Import Export Options and View mode View contact information or click any contact to edit Refer to Contact Information sAN Collect
8. deleted data and you can return them from here Refer Recycle Bin to 32 Click EN button to set the index as E Chinese ZhuYin Index ff Chinese Hanpin 12 Chinese Stroke EN English Alphabet H Japanese Phonetic or PF Korean Phonetic Business Card Image Show the business card image if there is any a 1 K n PenPower UU RENA WorldCard Aeon Aces Use quick functions like Email Skype and social media to contact directly 2 Regular Toolbar Scan Wizard Scan the cards refer to 2 1 2 Sync Import Exchange contacts with many softwares refer to chapter 5 Export Send Emails to contacts WorldCard will open the default Email soft Send Email ware and fill in the address or attach the contact information as a file for you refer to 6 1 Using contact information such as view the location of the contact s address and route planning refer to 6 3 and 6 4 Print Preview Preview the contacts printing in different document formats Settings Scanner or account settings refer to 7 1 Other functions View mode View contact information in the list mode or card image mode Search contacts Type keywords in the search field to find the contact refer to 4 3 3 View Mode There are two view modes List Mode s and Card Image Mode ES Right click on a contact to select functions like Export Print Preview Edit Delete Marked as Edited Setting group Merge conact Divide c
9. in your DBank Space or Dropbox Space gt YD OF BenPower WorldCard vCard File vcf Select vCard File and the data range and select Specify the export database path You can see the contacts you exported in the database path Note vCard v3 0 provides two encode format to support the export process Google Contacts Mac Contacts vCard Unicode and MS Outlook vCard ANSI 5 3 Sync WorldCard supports many softwares to sync contacts such as Microsoft Outlook ACT Lotus Notes Salesforce WorldCard Data Exchange File wcxf WorldCard v6 File wcf card image file to help you manage your contacts Notes 1 Before sync set the required information first like account password directory filter dupli cated contacts or some related settings Please refer to 7 1 3 Sync Import Export 2 Some softwares may not work because WorldCard doesn t support its version for example WorldCard only supports ACT 2011 2014 v16 Salesforce of the Enterprise Unlimited version Execute Management Sync or click Zi on the regular bar and choose one of the following sync options Q Google Contacts ACT Salesforce Contacts Select one of the sync targets above and log in the account The application will tell you how many contacts have been added modified or deleted on each side If you d like to sync again please click Sync you can also click Exit to close the dialogue window Tip If you don t have a Google a
10. the Software or obtain the source code of the Software by any other means You may not use the Software for any purposes other than those permitted under this Agreement 4 Business Users If you need to install or use the Software on more than one 1 computer please contact Penpower or our local distributor to purchase a license for the additional use 5 Liability You agree to indemnify Penpower against all losses costs debts settlement payments or other expenses including but not limited to attorneys fees arising from your breach of this Agreement and you agree to compensate Penpower for all of the abovementioned damages 6 No Warranty Effectiveness of a packaged software in handling information is closely related to its software and hardware environment The Software is published following careful de velopment and product testing by Penpower but Penpower is not able to conduct tests based on all possible combinations of software and hardware environment Therefore Penpower is unable to promise nor warrant that there will be absolutely no risk of loss or damage of information or any other kind of loss during installation and or execution of the Software You must be fully aware of your risks in using the Software Penpower will provide you with the Software and support services in respect of the Soft ware to the maximum extent permitted by law However Penpower does not warrant that the Software and information included in t
11. the group name in WorldCard Microsoft Excel Export Check the columns you d like to display from Available Fields Click the item in Displayed Field you can click Move Up and Move Down to arrange the display order Click Remove to remove the displayed column Click Default to restore to the original settings 7 4 Chapter 7 Advanced Functions Text File Export Check the columns you d like to display from Available Fields Click the item in Displayed Field you can click Move Up and Move Down to arrange the display order Click Remove to remove the displayed column Click Default to restore to the original settings CSV File Export Check the columns you d like to display from Available Fields Click the item in Displayed Field you can click Move Up and Move Down to arrange the display order Click Remove to remove the displayed column Click Default to restore to the original settings 7 1 4 Field Display Set the display column its width and alignment in the list view Check or uncheck the display column in the drop down menu of Available Field Click Move Up and Move Down to arrange the order of columns in Displayed Field 7 1 5 User Defined Fields In addition to the default fields displayed in the preceding picture You may define other user specified fields to be displayed in your WorldCard screens Set the keywords for the field it will help the application to recognize and categor
12. the top of the list to go back to the view Chapter 5 Sync Import Export Chapter 5 Sync Import Export 5 1 Import WorldCard supports many import sources such as Microsoft Outlook ACT Lotus Notes Salesforce WorldCard Data Exchange File wcxf WorldCard v6 File wcf card image file DBank Space Dropbox Space CSV File csv and vCard File vcf You can import these files and manage contacts in WorldCard Notes 1 Before import set the required information first like account password directory filter dupli cated contacts or some related settings Please refer to 7 1 3 Sync Import Export 2 Some softwares may not work because WorldCard doesn t support its version for example WorldCard only supports ACT 2011 2014 v16 Salesforce of the Enterprise Unlimited ver sion Execute Management Import or on the regular bar and select one of the fol lowing import sources Microsoft Outlook Lotus Notes Select Microsoft Outlook Lotus Notes and click Next Select the import source then it will begin the import process You can find the imported contacts in the groups All Contacts or Unfiled ACT Salesforce Select ACT Salesforce and click Next Specify the database path and log in to the account to import contacts You can find the imported contacts in the groups All Con tacts or Unfiled Note Salesforce supports the third party software accessing the data on the server o
13. 4 2 Chapter 4 Manage Contacts Note After you delete a group if a contact in the deleted group also belongs to another group then you can find the contact in the other group If a contact in the deleted group doesn t belong to any other group then the contact will be move to the Unfiled group 4 2 4 Change the Group Name You have three ways to change the group name 1 Click Management Group Rename Group 2 In the group management area on the left right click on the group you d like to rename and select Rename Group 3 Select a contact and then click Management Contact Setting Group Select the groups you d like to rename and click Rename Group button You can also set a group for the contact Note The renamed group name can t be the same as the existed groups 4 2 5 Setting Groups for the Contact You have two ways to set groups for the contact Select a contact and then choose one of the following ways to set the group 1 Directly drag the contact to the group in the group management area on the left This way can only set one group for the contact If you d like to set two groups or above for the contact please refer to way 2 below 2 Execute Management Contact Setting Group or right click and select Setting Group check the groups you d like to set for the contact on the Group Management dialogue window then click OK o Manage Group Set As Main Category New Gioup Rename Dele
14. 98 GB Free 4 Open WorldCard Mobile in your phone and a whether import the file meesage will pop out Please click OK New contact files have been found in the iTunes File Sharing section Do you want to import them to WorldCard Mobile now Cancel OK 5 After confirming the file name please click Import Select import file coworker wcxf 2502 contacts From WorldCard Mac v3 0 0 You need to copy a WorldCard Exchange File wcxf from your computer to WorldCard Mobile via iTunes File Sharing first before tapping this Import button to start importing contact data Tip You can tap Edit to delete the unneccessary files 9 4 Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices 6 When the import screen disappears you can find the imported contacts information in WorldCard Mobile s list mode Import wexf file from Cloud services 1 Tap Card Holder on the home page 2 Enter the list mode and click at the lower right of the screen 3 Choose the Cloud services iCloud Dropbox DBank you want and sign into its account 4 Select the files you need to import and tap Import 5 When you see a complete import message pops out please click OK Then you can find the imported contacts information in WorldCard Mobile s list mode 9 1 3 Export Export wexf file to computer 1 Tap Card Holder on the home page to enter the list mode and click at the bottom of the screen 2 Selec
15. Chinese character option Capitalize the first letter of name Calibration Skip back side Resan front side Auto recognition after scanning Advanced editing Auto scanning Recognize contectto address book Close Note You have to install the software in your computer before seeing it display in the storage element list 8 1 CS PenPower Rene WorldCard 8 2 Scan business cards 8 2 1 Scan and Edit business cards 1 Insert a business card and click the Sean button to scan it Tip The WorldCard software will require you to calibrate the scanner when 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 language of the business card Chinese character option Select Traditional Chinese or Simplified Chinese for the output characters If the characters include Hong Kong characters select Recognize Hong Kong character Chinese character option Output chare Traditional Chinese O Simplified Chinese O Recognize Hong Kong characters OK Cancel Capitalize the first letter of name Check Capitalize the first letter of name to recognize the first letter of the contact s name to a capital letter The other letters of the name will be recognized to lowercase letters Auto recognition after scanning Select Auto recognition after scanning to recog ni
16. G format in either a USB flash drive memory card or the scanner s internal memory Click E it will tell you how many images in the scanner you need to click Recognize button and de cide if you d like to delete images in the scanner and then it will transmit images to WorldCard 2 2 Shift from WorldCard v6 6 to WorldCard v8 Through the WorldCard File wcf or WorldCard Data Exchange File wcxf you can move contacts from WorldCard v6 6 to WorldCard v8 and manage contacts in World Card v8 Export Contacts as a wcxf file from WorldCard v6 6 1 Execute File Export in WorldCard v6 6 select WorldCard Data Exchange File wexf from the Export Wizard and click Next 2 Select which cards you d like to export 3 Click Browse to select where you d like to save the wcxf file and input the file name then click OK to export 4 After exporting 1s completed click Finish to close Export Wizard How to import the wexf file into WorldCard v8 please refer to 5 1 Import the WorldCard Data Exchange File wexf 2 2 Chapter 3 Edit Contact Chapter 3 Edit Contacts If you d like to fill in more information or modify the recognition result You can choose a contact on the main screen and right click to open the edit window WorldCard Seke Lada quest y L CQ Coutect Somer Ube 48 Buscas PP Tip Click Management Contact in the drop down menu there are two options to merge two contacts i
17. WorldCard User Manual Version v8 3 Release May 2014 Contents Chapter eri anaconda 1 1 IK WI MERE 1 1 1 1 1 System Requirements oooocccccnnnnccnncnnnnnnnonnnnnonononnnnononnnnnnnnnnnnnnnnnnnnnns 1 1 1L L2 Sottwars Installation aiii 1 1 1 2 Launch WorldCard cooooococococonocococoncnnnnnnnnnccnnnnnnnnnnnanononononnnnnnnnnnnnnnnnnnncnnnnnnnns 1 4 1 3 Software cu Va O atraca 1 4 VA Online Heip P Eo 1 5 Chapter 2 Add Contacts ani sidad idad 2 1 DA Using CAOS TET NM 2 1 2 1 1 Scan the Card to Add Contacts sse 2 1 2 1 2 Add Contacts via the Scan Wizard sess 2 1 2 2 Shift from WorldCard v6 6 to WorldCard V8 cccccssssscccccceeeeeeeceeeeeeees 2 2 Chapter 5 Edit Contacts amiitinatitiis sindicalista idos dcicocids 3 1 A 3 1 AE AA PA 3 2 SUE BH aie CONGO Ane een ene dicoida 3 2 3 1 3 Edit the Card mage ooooooooonncnncnoncconononnnnnnnanonononnnnnnnnnnnnnnnnnnnnnnnnnninnns 3 2 3 2 Deleting Restoring Contacts oooccccccccccccnnnnnnnnnnnnnnononononononnnnnnnnnnnnnonnninnnns 3 4 Chapter 4 Manace OmtaCtsiscsciesccscarscsscsccessasevestasssvoncevevecessavasessaevesnees 4 1 Ai ANG Now COntacis NN T TT 4 4 1 1 Add a Contact Manually oooococcccncccccnonnnnnnnnnnnnonnononononnnnnnnnnos 4 1 4 1 2 Add a Contact from the Same Company cocccccnnnnnnnnnonononononnnnnnnnnnnnnnns 4 1 4 1 3 Add a Contact from an eSignature sss 4 1 aA Cr
18. ackup file in the BackupFile folder 7 2 7 Restore Database 1 Execute Database Restore 2 Select the restore point You can also click Browse Files to check the backup file 3 Click Restore Note If you re currently working with a database or editing the contact information it will clear the current opened database and be overwritten by the backup file after you click Restore If you d like to keep the current contacts of the database please save the database to an other file first 7 3 Multi layer Contact Groups Management WorldCard Y Favorites 0 EN B Alle q e 4 gc 5e Seach w Favorites 0 amp All contacts 15 Te Clients M y Y Favorites 0 EN a E niin Club OH S All contacts 15 J SendEmil gt 3 Coward __ danced Seeuch amp Clients 0 ye Cie amp Emo 13 Mm Mar Remme France 0 BE Toss 0 Pro Delete Gipup Club 1 All 1 S Friends Ena i amp Coworkers 0 A A BAm s Client Services 0 B China 0 California 1 Marketing Sector 0 p Singapore 0 NY 2 Product Sector 0 ii Other Contacts 10 Texas 0 a Friends 0 D Canada 1 S America 0 E O Unverified 7 hina 0 California 1 F Singapore 0 NY 2 G Other Contacts 10 Texas 0 H Canada 1 Unverified 7 China 0 Singapore 0 Other Contacts 10 K O Unverified 7 A Besides basic contact groups management database WorldCard al
19. appropriate field for the information which has been highlighted 6 8 w amp Y amp Language of Front Side Traditional Chinese Language of Rear Side lt D Y a oO Ni John Dow sales 46520 Fremont Blvc TEL 510 897 6600 sales penpower ne www penpower net 9 Reframing Command The reframing manually command EY allows you to select a specific area of a business card to save After the appropriate area is selected a box will be drawn around the selected data If the data selected to be modified is correct click Yes in the dialog box The data outside of the selection box will be cut off em t 8 mew amp Y gt Language af Front Side Traditional Chinese X Language of Rear Side John Dow sales Section Manager 46520 Fremont Blvd Suite 610 Fremont CA 94538 TEL 510 897 6600 FAX 510 897 6606 3 3 CS PenPower RERE WorldCard 9 Recognizing Again Select the appropriate language s for the front and or back side of the card Then select the recognition language You may then proceed with the recognize again command by clicking or Edit Recognize If the card is double sided check Both Sides to recognize each side and click OK Note that the card information will be cleared when you recognize the card again I P Be os gb Y gt us Re Recognize Language of Front Side Traditional Chinese Language of Rear Side s Pl
20. ar and select the front side recognition language of the card if you d like to scan the back of the card please check Rear Side and select the back side recognition language of the card Start to scan the front side and then the back side of the card Click Finish and you will see the contacts you just scanned showing in the contact list Fewer lt a Wionxoczcen 4d Scwunel Calibre Seamer Statws Calisto commer awn Scar 7 Aw oes grition ater armine Z pon Poy ial WorldCard Tips 1 Auto Scan When you open the scan wizard you can begin to scan the card im mediately If Auto Scan is unchecked you need to trigger the scanner by click ing the Scan button 2 Auto recognition after scanning It will automatically recognize the card after scanning When Auto recognition after scanning is unchecked you can review the image to see if it s clear or not If it s unclear you can scan again and then click Finish the application will recognize your card 3 If you don t like the card image you can click D to delete it 4 You can click in the middle to exchange the front side and the back side of the card 5 WorldocScan operations Push the power button to turn on the scanner When the scanner is ready the status light will stop blinks Insert your documents in face up straight aligned to the left into the Paper Feed Slot When scanning is completed the scanned image will be saved to JP
21. ard and Gmail Contacts Please note that it may result in duplicate Tip Check Auto Sync the application will automatically synchronize without interfering your works You can see the auto sync status in the right down corner of the main screen Outlook Contacts Sync Folder Click Browse and select the folder of the contacts you d like to sync Sync Record Once you synchronize a relationship is established the data on both sides will be the same every time you synchronize For example if you clear all the contacts in one side next time synchronization will remove all the contacts in another side as well Therefore if you want to synchronize the contacts on both side but don t want to delete contacts you can click Delete Sync Record When you reset sync relationship next time your synchronization will be a new initial synchronization to merge the data in WorldCard and Gmail Contacts Please note that it may result in duplicate Exports Contacts with Card Images Check Exports Contacts with Card Images you can see the card image of the contact in Outlook Contacts ACT Setting ID Enter your ACT account password and click Browse to select DB Path Sync Record Once you synchronize a relationship is established the data on both sides will be the same every time you synchronize For example if you clear all the contacts in one side next time synchronization will remove all the contacts in another side as well Ther
22. ccount please click Create an account it will link to the register page of Google Microsoft Outlook Lotus Notes Select one of the sync targets above and specify the sync directory The application will tell you how many contacts have been added modified or deleted on each side If you d like to sync again please click Sync you can also click Exit to close the dia logue window Chapter 5 Sync Import Export 5 4 WorldCard Data Exchange Compatibility List WorldCard Synchronization Item Version Microsoft Outlook 2003 2013 2011 2014 V1 1635 19 WorldCard Import Item Version T WorldCard Export Item lles j ft Excel Cros 2011 2014716 Image Files jpg Cros O 2003 2013 Chapter 6 Use Contact Information Chapter 6 Use Contact Information 6 1 Send Email To send email to the contacts right click and select Send email or click the Email button sa and select To CC BOC or Attachment WordCard will add the email addresses of the selected contacts into your default email software Tip If you select Run Send email Attachment the card images and text files of the selected contacts will be attached 6 2 Skype You need to install Skype software before using Skype function in WorldCard Right click on the contact who has a phone number and select Skype or click Run Skype and click Phone Contact icon o you can call the contact via mobiles or landlines you
23. dity will not affect the validity of any other provisions or the legal enforceability of such other provisions Chapter 1 Getting Started Chapter 1 Getting Started 1 1 Installation 1 1 1 System Requirements e Windows 8 Desktop 7 Vista XP SP3 1 1 2 Software Installation Insert the WorldCard CD ROM into the disk drive 1t will automatically execute the Setup exe program and start to install the software Note If you don t have CD ROM drive or you lost your CD ROM disc please go to PenPower s website http www penpower net and choose your country region site to download the software 1 Select the language on the installation wizard screen and click Next WorldCard InstallShield Wizard Choose Setup Language Select the language for the installation from the choices below Chinese Simplified Chinese Traditional instalis 1 1 O PenPower WorldCard 2 Click Next to continue WorddCard Welcome to install PENPOWER WorldCard This instalation Weed val gude you to irsta WokdCaid en your computer WorldCard Install a eld 3 Please read the user license agreement carefully click I accept the terms of license aggrement then click Next WorldCard License Agreement Please read the folowing icense agreement calef Uy Penpower Technology Ltd Software User License Agreement on a licensed to kgally use this sofware program the Software by Penpower echuo
24. ease select the Recognition area E O Front Side Only ORearSide Only CO Both Sides alarm The current information of front rear side will be replaced by the recognized w sult John DOW sales Section Manager p by 46520 Fremont Blvd Suite 610 Fremont CA 94538 TEL 510 897 6600 FAX 510 897 6606 sales penpower net Cancel www penpower net Tip If the business card is double sided you can click er button to switch the front side and back side 3 2 Deleting Restoring Contacts Right click on a contact and then select Delete from the pop up menu if you want to delete the selected contact The contact will be moved to Recycle Bin in the left down corner of the screen The deleted contacts will also be moved to Recycle Bin during the sync process Click Recycle Bin button to view the contacts which have been deleted You can delete the contacts permanently by right clicking on the contacts and select Delete or restore the contacts by select Undo Tip The shortcut to restore the deleted contacts is Ctrl z Chapter 4 Manage Contacts Chapter 4 Manage Contacts 4 1 Add New Contacts 4 1 1 Add a Contact Manually Click Management Contact Add a Concact Manually from the menu on the main screen This will open the Editing window Then type your new contacts information into the fields How to edit the contact please refer to 3 1 Editing Page 4 1 2 Add a Contact from the Same Company
25. efore if you want to synchronize the contacts on both side but don t want to delete contacts you can click Delete Sync Record When you reset sync relationship next time your synchronization will be a new initial synchronization to merge the data in WorldCard and Gmail Contacts Please note that it may result in duplicate Exports Contacts with Card Images Check Exports Contacts with Card Images you can see the card image of the contact in ACT Chapter 7 Advanced Functions Lotus Notes Setting ID Click Browse to select DB Path Sync Record Once you synchronize a relationship is established the data on both sides will be the same every time you synchronize For example if you clear all the contacts in one side next time synchronization will remove all the contacts in another side as well Therefore if you want to synchronize the contacts on both side but don t want to delete contacts you can click Delete Sync Record When you reset sync relationship next time your synchronization will be a new initial synchronization to merge the data in WorldCard and Gmail Contacts Please note that it may result in duplicate Salesforce Setting ID Enter your Salesforce account password and Security token to log in Syne Record Once you synchronize a relationship is established the data on both sides will be the same every time you synchronize For example if you clear all the contacts in one side next time synchronization will
26. el Moore Square Design Co i 19 Ethan Clark aa Focus Technology Ltd SSS see Ethan Clark Focus Technology Ltd Matthew Taylor 3 WorldCard mmn 2 4 Choose Import WorldCard file wcxf to import the contacts information esignature QR Code Add a contact manually Import WorldCard file wexf Import vCard vcf Import from Cloud service wcxf 9 8 Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices 5 Select the files you want to import and click OK 6 Choose whether to select target group for the contacts Click Yes you can sort the imported contacts into the groups of WorldCard Mobile click No then the contacts original group information will be imported to WorldCard Mobile Import WorldCard file wcxf Select target group ves NETTEN 7 After the import process finishes you can find the imported contacts in the list mode Q Import wexf file from Cloud services 1 Tap Card Holder on the home page 2 Enter the list mode and click at top right of the screen 3 Choose Import from Cloud service wcxf to import the contacts information 4 Select Dropbox or DBank Cloud service and sign into its account 5 Select the files you need to import and tap OK 6 Choose whether to select target group for the contacts 7 After the import process finishes you can find the imported contacts in the list mode 9 2 3 Export
27. enus appearing at the top of the screen Database Man agement Edit Run View Settings and Help T Worldcard 8 Default Database Management Edit Eun View Settings Help Database Database Management Edit Eun set Password Change Password Rename Database Create a Restore Point Restore Create a Mew Database Open existing database save Database As Default Mycards Close a 4 Appendix User Interface Introduction Set a password to protect your contacts from anyone access ing 1t Everytime you open the database you need to enter the password you set Change the database name Create a restore point for saving the loss when the application encounters an error Restore the database from a backup file Create a new database for contacts on different management purpose Open an existing database Save the database to another one on different management purpose Show you the latest three database you accessed to let you quickly switch to another database Close WorldCard Management a 5 PenPower we i WorldCard Add contacts via Manually from the same company eSignature or marked contacts as edited You can also delete contacts or merge two contacts with single sided card images into one entry including merging contact information and images Separate a contact with a double sided card into tw
28. et wA Denon rr wem pentenwer net Recycle Bin 0 Selected dede patty L Conn Sawer Ue 43 Soccer PP Tip Modify the displayed fields click Settings Field Display 9 Image Mode In Image Mode EH contacts display with card images Click the image to edit contact information Click EP button to view the front sides of all business cards Click the E button to view the back side of all business cards Adjust the image size by mov ing the sliding bar Click Z4 to turn another side of the card omatt Ameri Client ona sales penpower net Cowo 46520 Fremont Bivd Europe c pex D 46520 Fremont Bivd Friend E www penpower net PenPo ngap siwan 1 WortdCard I o M N P R Ww e Recycie Bin 0 ES Connected Scammer Ukn 43 Besar PP Selected dete quatity a 3 WorldCard 4 Alphabet Index There are different types of indexes can be used to manage your contacts Click EN button to set the index as iX Chinese ZhuYin Bf Chinese Hanpin 12 Chinese Stroke EN English Alphabet H Japanese Phonetic or 2H Korean Phonetic You can set the index sorted by Name amp or Company gll When Name AL is selected the contacts will be sorted by display name When Company HH is selected the contacts will be sorted by company name If the display name or company name of the contact cannot be sorted by the index the contact will be put inthe group Menu There are seven main m
29. ete export message pops out please click OK Then you can find the exported contacts information in the Cloud storage Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices 9 2 Android phone If you have Android phone you can search for WorldCard Mobile app in Google Play and download it Click on the app and open WorldCard Mobile s Home page Please follow the instruction below to successfully sync import and export contacts information to different devices WorldCard Mobile Card Holder DER Signature QR Code 9 2 1 Sync 1 Tap the at the bottom of Home page to open Settings menu 2 Go to Sync section and click Please assign your account for sync 3 Choose to set Gmail account by adding an existing one or creating a new one 4 After setting your Gmail account you can tap D at the bottom of Home page to sync WorldCard Mobile s information with Gmail account s Tip If you check Auto Sync in the Sync setting menu next time you enter WorldCard Mobile the system will sync Gmail Contacts information automatically 9 7 PenPower UU 5 WorldCard 9 2 2 Import Q Import wexf file from computer 1 Please connect the computer with your phone and save the exported wexf file into the phone s memory card 2 Please click Card Holder on the home page 3 When you enter the list mode please tap at top right of the screen Corinne Aurriuberge Add Dani
30. he package of the Software contain no defects or errors Penpower is not liable for any indirect special or incidental loss arising from the Software including but not limited to loss of profits damage to business reputation cessation of work hardware malfunction or damage or any other commercial damage or loss arising from commercial use of the Software 7 Limitation of Liability and Damages Except as expressly specified and expressly agreed to in writing by Penpower Penpower shall not be responsible for any damage incurred by you for any reason under this Agree ment The maximum amount of compensation payable by Penpower in respect of any damage incurred by you 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 loss notwith standing Penpower may be aware of the possibility of such loss 8 Prohibition Against Sublicense You are prohibited to assign the license in respect of the Software granted to you under this Agreement or to grant a sublicense to another person 9 Jurisdiction With regards to any disputes arising from this Agreement Penpower and you agree that the court having jurisdiction over the business location of Penpower will be the court in the first instance 10 Miscellaneous In the event that any provision of this Agreement is found to be invalid at law such in vali
31. iade ns cst 7 6 T2 2 Open bxiashitie Data aaa 7 6 Ez Save Database as a New Pile eiut e bee ee ee pens 7 7 J 2 4 Rename Data a a buts ird deese 7 7 7 2 5 Set Password or Change Password ccccncnnnnnnnooooooooooonononnnnnnnnnnccncncnnns 7 7 Taco Create a Restore POT iia 7 7 X2 b AS o A ON 7 7 7 3 Multi layer Contact Groups Management sese 7 8 Chapter 5 Scan Manage iniciar lie sicas 8 1 S Scannina CONTACTS o oes ped sd iN Mad eantaeneueaeds 8 1 8 2 Scan DUSIMESS Cards ta ias 8 2 8 2 1 Scan and Edit busmess Cards iust petere E indians 8 2 CHAPECO ana 9 1 Sync and Share WorldCard Contacts with Mobile Devices 9 1 9 1 Operation for IP HONG a IUE D PIN EDO atq EIE 9 D UICE AS VEG cus ee RED a editt rato sum aut ion aud ga Deen Ea 9 DOE 2 BTIDOEU 322s EAE OE EE t uA P duel enone aceto ies TTE 9 3 NN 9 5 A NOU Eeste reet eret rmi speudi ons ostia acre esee 9 7 92 d O 9 7 A DT RE EC TOT EON 9 8 VOS Mas ROT AREE TO OE To 9 9 Appendix User Interface Introduction e eeeeeee a 1 User Interface Overview ti i RU D Fic baee bain ioa ya de a 2 oResulit TOO Dai a 2 SERI Mui A O O atl vtec duane a 2 A JAM MAD CU AAA Eu tra Pose iu PT Uode EI RN ipa M rum a 4 SPA TT a 4 There may be newer versions of the software that was released during or after this product s manufacturing date If the content in the User Manual differs from the on screen interface please fo
32. ize when scanning To define a field click Add to add a new field and enter the new field name and click Up date Then you can select Recognize from business card automatically to set a key word for this new user defined field Next time WorldCard recognizes the contacts with this keyword the data for this keyword will be added in this user defined field automati cally 7 5 PenPower A DF zaas WorldCard 7 2 Database Create a database for your contacts on different management purpose 7 2 1 Create a New Database 1 Execute Database Create a New Database 2 Choose your new database as Basic Contact Groups Management or Multi layer Contact Groups Management 3 Enter the stored path of the database its name and password 4 Click OK to create the database T Create a New Database Please fill the following fields Location CADocuments and Settings Mia CheniMy Documents Wordcan Database Name Default M Password for accessing this database Password Confim Passw ord eee Tips 1 Set a password for it to protect the database from others to access it Please click Password for accessing this database and enter your password 2 You can find the database file via the saved path and name you gave 3 For more information about Multi layer Contact Groups Management please refer to 7 3 Multi layer Contact Groups Management 7 2 2 Open Exis
33. l to find the user manual User Manual FAC Re sister About 2 Ifyou have some problem in using WorldCard you can refer to Help FAQ to eliminate your problems or click Help About customer mail box to email problem descriptions or your opinions to Penpwoer Customer Service It will launch your email software and fill in relatend environment information in the email to help us to fix your problems 3 Click Help Register to register for receiving the warranty service 1 5 Chapter 2 Add Contacts Chapter 2 Add Contacts 2 1 Using Scanner 2 1 1 Scan the Card to Add Contacts WorldCard works with WorldCard Pro scanner it also supports WorldocScan Pro scanner About how to operate WorldCard Pro scanner please refer to the following ex planations Please plug the USB connector of the scanner into the USB jack on the computer Put the card into the scanner with the text facing up the light will continually blink dur ing scanning When the light stops blinking you can proceed to scan the back of the card Or just click Skip Back and continue to scan the next card Tip Click Settings Scanning Option to set the recognition language or other settings For more information please refer to 7 1 2 Scanning Option 2 1 2 Add Contacts via the Scan Wizard You can scan the card via the Scan Wizard WorldCard will recognize the text on the card to transform your cards into digital data Click id on the regular b
34. legy Ltd C Penpewer mer thas license egreswent The Agreement If you do mot agree with any of the provisions in this Agreement phass do rot install copy or ue be Sofware By using the Software you am deemed to fully understand and accept the provisions of thas Agreement Intellectual Property All intellectual property rights in the Software together with all information and documents included zm the packaging for the Software mclading but not Hated io copymizhts ars property of Penpower or bere been licensed to Perporrar ard ars protected by 10lvent Jew ard regulatiora License to Use You me emtbhonzed to ase the Software on one 1 smele computer only You miy 3 wot neo the Sofhirevo om aner other mankas other than the agin owala enmrntor WorldCard Q acp Ihe terns ol the Ecenze ageenert B do na accent the temre of the icense agreement Install Ged 4 Select the default installation folder or click Browse to select other installation folder and click Next WorddCardl Choose Destination Location Selec folder where setup wil instal file gt Setup val iretal WoikiCaid m the following folde CZ yy irctal to the folder cick Next To nzlal d leen foke cick Browze and select another foka WorldCard Chapter 1 Getting Started 5 Click Install to begin the installation If you d like to change the installation folder please click Back to modify it WorldCand Ready to Install the Pr
35. ll Contacts or Unfiled Tip You can add contacts via the sync function please refer to chapter 5 3 Q CSV File csv Select CSV File and click Next Choose the file you want to import and click OK Then you will see many fields with Ignore on them Open the drop down menu and choose the title that fits with your contacts information below the fields When you are done with the fields format please click OK to start the import process You can find the imported contacts in the groups All Contacts or Unfiled Tip After finishing the fields format you can click Save As to save the template so you won t have to reset the format again Note If the first line of your CSV file includes contacts information you want to import please check Import first row data vCard File vcf Select vCard File and click Next Select the file you want to import and click OK to start the import process You can find the imported contacts in the groups All Contacts or Unfiled Note The format that WorldCard supports are vCard v2 1 3 0 5 2 Chapter 5 Sync Import Export 5 2 Export Export contacts of WorldCard in different scopes and different file formats Select WorldCard data range all of contacts in WorldCard will be exported Select All cards in the preview area data range contacts in the view you saw will be exported Select Selected Record data range contacts you selected will be expor
36. llow the instructions on the on screen interface instead of the User Manual Penpower Technology Ltd Software User License Agreement You are licensed to legally use this software program the Software by Penpower Technology Ltd Penpower under this license agreement The Agreement If you do not agree with any of the provisions in this Agreement please do not install copy or use the Software By using the Software you are deemed to fully understand and accept the provi sions of this Agreement 1 Intellectual Property All intellectual property rights in the Software together with all information and docu ments included in the packaging for the Software including but not limited to copy rights are property of Penpower or have been licensed to Penpower and are protected by relevant laws and regulations 2 License to Use You are authorized to use the Software on one 1 single computer only You may not use the Software on any other machines other than the said single computer 3 Authority to Copy The Software and all documents included with the Software and copyright thereof are property of Penpower You are licensed to make one 1 copy of the Software for your personal backup purposes All other acts of copying are strictly prohibited The backup copy shall not be installed nor used while the Software 1s being used You may not sell lease dissemble reverse engineer copy translate adapt or derive
37. lumn To change or delete the photo click the photo again Name John Dow First Name John Middle Name Last Name Dow Prefix Suffix Arrange the column order If there are more than one name or company information click L3 to arrange the order Change how the address displays Click the drop down menu of the address column to choose different format for address display Using the contact information If there s an icon showing next to the column you can click the 1con to call or send the email to the contact You can also link to the contact s website 3 1 3 Edit the Card Image If the contact has a card image you can see it in the right down corner of the edit page You can execute functions below Click Wl and EJ to view the front and back side of the card Click W to expand the card image click YA to zoom in and click to zoom out the card image Click 9 to rotate the card image to 90 degrees Click p4F to add image or scan business card Click g to save the card image For more functions please refer the explanations below 3 2 Chapter 3 Edit Contact 9 Recognizing Partial Content of a Card Entry In some cases the information of a business card may not be completely recognized You may use the Partially Select and Recognize command of the Edit window To select T recognize you can use the mouse to select the specific area that contains the correct data After selecting the area select the
38. nly in Enter prise and Unlimited version Q WorldCard Data Exchange File wexf WorldCard v6 wcf WorldCard Data Exchange File helps you to manage contacts in different platforms of our products It s the best choice for the product that doesn t support Google sync function Select WorldCard Data Exchange File WorldCard v6 and choose the import file Af ter import you can find the imported contacts in the groups Al Contacts or Unfiled gt YD OF PenPower WorldCard Tip Check Keep Original Group imported contacts will remain its group information and import these groups into WorldCard Note WorldCard v6 group is a hierarchical classification which is different from WorldCard v8 You can set the way to transform groups between them in Settings Import DBank Space Dropbox Space Select DBank Space Dropbox Space and click Next Log in to the account and choose the wexf file you want to import Then click OK to start the import process You can find the imported contacts in the groups All Contacts or Unfiled Tip Check Keep Original Group imported contacts will remain its group information and import these groups into WorldCard You can also click X next to the file to delete the wcxf file you don t need Image Files jpeg Select Image Files and click Next Choose the import file and the recognition lan guage After import you can find the imported contacts in the groups A
39. nto one or divide one contact into two contacts 3 1 Editing Page Click on the contact you d like to edit in the main screen and go to the editing page There are three areas in the editing page Contact list Information and Card Image Click after modification to exist the editing page it will automatically save what you edited If you d like to undo what you edited please click or click Edit Undo Click Contact Add a Contact Manually to add a contact by yourself in the group To add a contact who is in the same company please click or Contact Add a Contact from the same company the application will add a new contact with the com pany name address phone number automatically filled in i TIHE i d D y p gt j a p po b T e y BS CS PenPower sees WorldCard 3 1 1 Contact List The contact list shows you contacts in the same group to let you quickly switch be tween contacts Click More to expand the contact list When you click another contact it will automatically save the modified contact If you d like to modify again please click Ez before switch to another contact 3 1 2 Edit the Contact In the contact information area you can modify any columns you want If you d like to modify another contact just directly click the contact in the contact list There are some more functions please see below Add a Photo Click the photo icon next to the name co
40. o separate entries Click Setting group to set the group for the contact Add groups delete groups and rename groups WorldCard can syncronize with Microsoft Outlook Contacts Google Con tacts ACT Lotus Notes and Salesforce Select the contacts in WorldCard to syncronize with the correspondent software Import Microsoft Outlook Contacts ACT Lotus Notes and Sales force Contacts Salesforce Leads WorldCard Data Exchange File WorldCard v6 File Image Files DBank Dropbox CSV Files or vCard Files contact data into WorldCard to manage contacts Export Microsoft Outlook Contacts ACT Lotus Notes and Sales force Contacts Salesforce Leads WorldCard Data Exchange File Image Files Microsoft Excel Text File DBank Dropbox CSV File or vCard Files from WorldCard contacts Edit Copy Cas Paste Ctd select All Ctd Cut the selected contacts and then you can paste them in different contact categories Copy the contact information Paste the cut or copied contacts in the selected category Select all contacts in the current category Appendix User Interface Introduction Run Run View Settings Help Sean Calibrate Scanner Print Preview Send email gt Skype Display map of Address Route Hanning Social Network Advanced Search Find Duplicated Contacts Execute scan wizard to scan the card image into Wo
41. ogram WorldCard Install dod 6 After the installation we suggest you to select Yes I want to restart my computer now and click Finish to close the wizard InstallShield Wizard Complete e InstalSheid Wizard haz zuecsz lly inslaled YokiCaid Belore pou can uze the proga 3J MUA RS you C puer WorldCard Install Sici 7 After the computer restarts it will continue to install NET Framework the WorldCard essential component 1 3 Uy PenPower WorldCard RENA 1 2 Launch WorldCard Execute Start All Programs WorldCard WorldCard v8 or just click WorldCard v8 shortcut EA to launch the program 1 3 Software Activation You can find an activation code in the package Please activate the software with this Windows version activation code to obtain a license Enter the activation code and required information and then you can start to use WorldCard Ti Please activate product Please input date and press Activate to get software license Activation Code How to get the software activation code email Required Enter your email address which is your id for your activation code Confirm email Computer Name If this device phone computer has no access to Internet please press Register offline How to get the software activation code Please click How to get the software activation code if you did not find the activation code in the package or forgot
42. ontact Send email Open Website Display map of address and Route planning etc 9 List Mode List mode La is the default view mode the contact information displays in different columns click the contact to edit the contact information If the contact has a card image it shows below the contact list Before the Name field there s an icon to show you if the contact has one sided or double sided card e a 2 Appendix User Interface Introduction E Fut Na ke Depatmem Jon Tile M m Daniel Moore Co meis s An Desi EMYimez in orci 00 er Card Ma lient 3 5 Eran Clark 0 o 160410 com R amp D De Engines Club 5 Joe ONES 1 604 078 6227 x Professi salesdhpenpower net METIA EA a8 ee urope z Mathew Lee 00 mame nde Oversea dE 46520 Fremont Biva pers E Matmew Tak x f Sales ne Director WaW penpowernet esos Micha power ode Y Professi Singar i7 Natate s WorkeCard Techn 736 rac am Sales O Sales mM ue Pau Monard modacard 11604 278 6227 pausgiwondcard com Tecneic E J Ronda Carson Maseros 406 562 4200 y odgrasteros com Sates o 73 Wibieo Frente Bayne 0157 5966 455 M 3 Zoey Alien WoneTrade 459 699 01894105 zoeyyeorkfvadecom Oversea Manager N P R w Karsten 2 ppe John Dow Sales Manager John Dow Sates ALEDO Tremont Bed Sute C10 Feamort CA Baton 40220 Fremont Div Gute 690 Fremont CA gama TEL 5108670000 FAX 510 997 6606 TEL 610 897 0 867 Pu at pnm v
43. oose a way to classify the groups in WorldCard Select Merge multi layer as single to combine all of the names in each layer or select Keep the First Layer Only to take the first layer s name to be the group name in WorldCard wexf file Filter Duplicated Contacts Check Filter Duplicated Contacts when you import the duplicated contacts the application will automatically keep the latest contacts and filter the same or older contacts Convert group information while importing Your imported contacts may be a hierarchical classification but WorldCard doesn t belong to this kind of classification you need to choose a way to classify the groups in WorldCard Select Merge multi layer as single to combine all of the names in each layer or select Keep the First Layer Only to take the first layer s name to be the group name in WorldCard wef file Filter Duplicated Contacts Check Filter Duplicated Contacts when you import the duplicated contacts the application will automatically keep the latest contacts and filter the same or older contacts Convert group information while importing Your imported contacts may be a hierarchical classification but WorldCard doesn t belong to this kind of classification you need to choose a way to classify the groups in WorldCard Select Merge multi layer as single to combine all of the names in each layer or select Keep the First Layer Only to take the first layer s name to be
44. remove all the contacts in another side as well Therefore if you want to synchronize the contacts on both side but don t want to delete contacts you can click Delete Sync Record When you reset sync relationship next time your synchronization will be a new initial synchronization to merge the data in WorldCard and Gmail Contacts Please note that it may result in duplicate DBank Space Filter Duplicated Contacts Check Filter Duplicated Contacts when you import the duplicated contacts the application will automatically keep the latest contacts and filter the same or older contacts Convert group information while importing Your imported contacts may be a hierarchical classification but WorldCard doesn t belong to this kind of classification you need to choose a way to classify the groups in WorldCard Select Merge multi layer as single to combine all of the names in each layer or select Keep the First Layer Only to take the first layer s name to be the group name in WorldCard Dropbox Space Filter Duplicated Contacts Check Filter Duplicated Contacts when you import the duplicated contacts the application will automatically keep the latest contacts and filter the same or older contacts D Y PenPower rsesn2 WorldCard Convert group information while importing Your imported contacts may be a hierarchical classification but WorldCard doesn t belong to this kind of classification you need to ch
45. rldCard Calibrate the scanner to eliminate unclear image or inaccu rate color Preview the printing contact in different document formats Send email carbon copy blind carbon copy to the selected contact or attach the contact information as a file in Email Call contacts via Skype Open the website on contact information Display location of the contact via Google Map or Baidu Map Planning the route via Google Map or Baidu Map Search contacts on the social networking Facebook LinkedIn Twitter or Weibo Search contacts in specific columns groups or timestamps Search and display the duplicated contacts Clear the search result in the view 9 View Mode mettin gs Hel p View Mode i v Display Action Area Select to view your contacts with List mode or Card Image mode If yov d like to hide the action area just click it again a 7 WorldCard Settings General Scanning option Sync Export Import Field Display User defined fields Set the sequence of name display Card Style recognition language Chinese output characters name capitalization Set related information for Synchronization Import and Export Select the displayed fields to show in the list mode In addition to the default display fields in WorldCard Link you can add new fields by yourself You can also set a key word for the user defined field Help
46. so provides multi layer contact groups management database The default Basic Contact Groups Manage ment database uses single level structure to manage contacts As for Multi layer Contact Groups Management database it uses multi layers structure to manage contacts You can create a new multi layer contact groups management database by clicking Database Create a New Database Multi layer Contact Groups Management Note 1 All sync functions are disabled in multi layer contact groups management database 2 Multi layer Contact Groups Management database cannot be transferred to basic contact groups management database 3 The group name in the same level cannot be the same 4 Sub group will be deleted with the parent group 5 A contact can only be categorized into one group in Multi layer Contact Groups Management database Chapter 8 Scan Manager Chapter 8 Scan Manager WordCard integrates with Microsoft Outlook and allows you to save verified contacts into the program directly after scanning the business cards You can view the original scanned business card image in Microsoft Outlook as well 8 1 Scanning Contacts After installation you ll see the Scan Manager icon at the lower right corner on your taskbar Click it and select Microsoft Outlook Then WorldCard will open the scan wizard as below Scan to Microsoft Outlook Scan to Microsoft Outlook Front Side Back Side Close
47. t OMA Manag ementsea acesaenecne eo aas 4 2 4 2 1 Default Group cccccccnnnnnnnnoooooononooonnnnnnnnnnononononnnnnnnnnnnnnnn non nnnnnnnnnnnnnnnns 4 2 EP te ameeeneeneeacceston 4 2 ZUM Delte eo 4 2 424 Change the Group Name ii 4 3 4 2 5 Setting Groups for the Contact 4 3 ES O 4 4 4 3 NM OUEC CCA do 4 4 43 2 Advanced SedlCIrussacsp odo Pac a a a 4 4 4 3 3 Find Duplicated Contacts ooooooooooocccnnnnnnonococccnnnnonanananonanonnnononnnnnnnnnos 4 4 Chapter 5 Sync Import Export ocoomomrr rs ss rs 5 1 A E ON CETT 5 1 A a 018 NR Re eee EU A 5 3 SA EUER 5 4 5 4 WorldCard Data Exchange Compatibility LisSt oooooooooccccccncnnnnnnnnn 5 5 Chapter 6 Use Contact Information ccce eere eee eee eren 6 1 O6 T Send Ef all ius pim RM NEM Ei M 6 1 6 2 SIDE deque es tense A fud bono pus cob deed iunt 6 1 6 3 Open Website and Display Map of Address ssesssssss 6 1 0A Roue AENEA T TELS 6 2 6 5 earch Om Social NetWork 6 2 30 ofa bal 01 ool e ct e bin rere 6 2 Chapter 7 Advanced FunctionS sseecccccsssssssecccocssssseseeccoossossseecesossso 7 1 Val SOG UMN A ES OO E en vale aca Sean coti onteda bau danas Eo sane 7 1 A ene ETT 7 1 FALDAS CA OO OOM es eset e 7 1 PLUSY EXPO IMPON sasie r e a 7 1 JL ASC IS AY eene a E ha met vince 7 5 TAL S User Denda od 7 5 da Database ete de eat ii td 7 6 Pel reate a New Database cente ute ag leas talon gata
48. t been edited Favorites In the card image area you can click 5 7 to add the contact into the Favorites group Click X again to remove the contact from the Favorites group Unfiled A contact without the group information it will be categorized in the Unfiled group It happens during the sync processing or other conditions Google Default Groups After synchronizing with Google it will remain the Google default groups such as My Contacts Family Friends and Coworkers etc 4 2 2 Add a New Group 1 Click Management Group New Group 2 Type the group name in the group management area on the left Note The new group name can t be the same as the existed groups Tip Select a contact and click Management Contact Setting Group Click New Group but ton and type the new group name to add the group You can also set a group for the contact 4 2 3 Delete Groups You have three ways to delete the group Contacts in the deleted group will be moved to the Unfiled group Select the group you d like to delete and then choose one of the following ways to delete it 1 Click Management Group Delete Group 2 In the group management area on the left right click on the group you d like to delete and select Delete Group 3 Select a contact and then click Management Contact Setting Group Select the groups you d like to delete and click Delete Group button You can also set a group for the contact
49. t the contact you want to export 3 Click at the bottom of the screen and choose WorldCard exchage file wexf 4 Choose Export to iTunes in the export type option 5 When the export success message pops out you can connect your phone and the computer to find the exported file Open Tunes and tap the Phone device button 6 When you enter the summary page please tap Apps to switch to app page 7 Go to File Sharing section to search for WorldCard app and click it You will see all the exported files of WorldCard in the document storage area Select the file you want to export and click Save to Then you can save the exported file to the computer and open 1t with WorldCard software 9 5 EE gee PP Jerry E Phone E ae em Murua Ti Sheer Protea Os Thi Piani HRS Extras Select appa to neal aa your Fehon or dag appa in a pacifico aoe Automatically instal new apes Drag V crit GODS PRES Bl Pas Fila M a apps tec below can transfer documents bebyeen your iPhone and This computer WonkdCard Documents UEM S50 PRA NL Camba ADA 11 30 AM Q Export wexf file to Cloud services TEA F MB 1 Tap Card Holder on the home page to enter the list mode and click at the bottom of the screen 2 Select the contact you want to export and click at the bottom of the screen 3 Choose the Cloud services iCloud Dropbox Huawei DBank you want and sign into its account 4 When you see a compl
50. te Gipup 4 3 CS PenPower zesg WorldCard Tip Some of softwares can t support that one contact belongs two groups To compatible with other softwares when there s a contact belonging two groups or above you can set a main category for the contact When the contact import to the other software it will be categorized in the group that you set as the main category 4 3 Search Contacts 4 3 1 Quick Search You can type the keywords in the search field on the main screen of WorldCard to quickly search contacts Click Run Clear Search Result or the icon of the search field to go back to the view before searching 4 3 2 Advanced Search Click Advanced Search button or Run Advanced Search and set the search conditions To find the specific contacts set the search columns and type the keywords in the Field area you can also set the search conditions such as Groups or Timestamp Right click on the group and select Advanced Search to search the contacts in a specific group 4 3 3 Find Duplicated Contacts Select Run Find Duplicated Contacts to filter duplicated contacts If you d like to delete the duplicated contacts please click Quick delete The application will remain a contact in the same color others will be deleted If you d like to delete the duplicated contacts by yourself right click and select Delete Management Contact Delete or just press the Delete key on the keyboard Click Close on
51. ted Notes 1 Before export set the required information first like account password directory filter dupli cated contacts or some related settings Please refer to 7 1 3 Sync Import Export 2 Some softwares may not work because WorldCard doesn t support its version for example WorldCard only supports ACT 2011 2014 v16 Salesforce of the Enterprise Unlimited ver sion Execute Management Export Ctrl e or c on the regular bar and select one of the following ways Q Microsoft Outlook Lotus Notes Select Microsoft Outlook Lotus Notes and the data range and then specify the export directory You can see the contacts you just exported in Microsoft Outlook Lotus Notes Q ACT Salesforce Select ACT Salesforce and the data range Then log in to the account and specify the export database path You can see the contacts you just exported in ACT Salesforce Q WorldCard Data Exchange File wcxf Image Files jpeg Microsoft Excel Text Files txt CSV Files csv Select one of the ways above and the data range and specify the export file folder and you can see the files in the folder Tip When export to CSV files you can choose ANSI default or Unicode to encode files Q DBank Space Dropbox Space Select DBank Space Dropbox Space and click Next Choose the data range and click Next again Then log in to the account and click OK to export the wexf file You can find the exported wexf file
52. tination before clicking OK You can use Move Up and Move Down button on the top right screen to change the order of the address Tip You can click Previous to reselect the address in your route planning 4 WorldCard will open the default browser and show you the route planning result of Google Map or Baidu Map 6 5 Search on Social Networks Right click on a contact and select Social Networking to search for the selected contact on Facebook Twitter LinkedIn or Weibo It will provide all of names and email addresses as the keyword options 6 6 Print Preview Print out the contact information in many formats depending on your requests like envelopes labels and cards Click A and A to zoom in and zoom out Click Lua Selected cards or EH All cards in the preview area to select the print ing range 6 2 Chapter 6 Use Contact Information Click to print the contact information Click to close the print preview page Click the arrow icon on O moreCent 20149517 besis Fas Content Groape Memagrment tepport ym Farc hor Receath used Adra Book AA Addis Book 01 Werk Info Fetal 02 Work Indo Lastic BA Adde x4 03 Basie Comguny la mole dic Office but eke danic Peon k AA Addis Book 06 Backes Card kre do fell Ferion kd Corgan lado Company bu e nna Book Od Work lato Poti Letts Address Book 06 Freakin Dux Lert Address Book 5 Work lao Land Oder Adkes Boot Peira info 2 Otter
53. ting Database 1 Execute Database Open existing database 2 Find your database file wrp format and click Open 3 If it needs a password to access it please enter the password to open the database Tip There are databases you accessed before list in the drop down menu of Database Chapter 7 Advanced Functions 7 2 3 Save Database as a New File For more convenience to manage contacts you can save the database as a new file in a different folder to distinguish from the original one 1 Execute Database Save database as 2 Select a folder 3 Click Save 7 2 4 Rename Database 1 Open the database you d like to rename and click Database Rename database 2 Enter a new database name 3 Click OK to change the database name 7 2 5 Set Password or Change Password 1 Open the database you d like to change its password setting click Database Set password Change password 2 Select Cancel password or Open password to change the password setting 3 Click OK to change the password setting 7 2 6 Create a Restore Point To prevent the loss when the application encounters an error during the operation we suggest you to manually set the restore point to backup the database If the application encounters an error you can restore the database from the backup database file 1 Execute Database Create a restore point 2 Enter a restore point name 3 Click Backup and then you can find the b
54. via Baidu Map and other countries address will be displayed via Google Map 2 Baidu Map All the address will be viewed with Baidu Map 3 Google Map All the address will be viewed with Google Map 7 1 2 Scanning Option Card Style recognition language Chinese output characters name capitalization 7 1 3 Sync Export Import Refer to the following explanations to set sync export and import related functions of Google Contacts Outlook Contects Lotus Notes ACT Salesforce DBank Space Dropbox Space wexf wef jpeg Microsoft Excel txt CSV vCard files etc Click Apply to save the modified settings Click OK to save and close the setting window Gmail Contacts Setting ID Click Set up account to enter your Google account and password If you want to use another Google account to synchronize with WorldCard reset your new account and password D ey PenPower Re82 WorldCard Syne Record Once you synchronize a relationship is established the data on both sides will be the same every time you synchronize For example if you clear all the contacts in one side next time synchronization will remove all the contacts in another side as well Therefore if you want to synchronize the contacts on both side but don t want to delete contacts you can click Delete Sync Record When you reset sync relationship next time your synchronization will be a new initial synchronization to merge the data in WorldC
55. with mobile devices WorldCard Mobile for Phone and Android through the sync function of Google Contacts Moreover you can use WorldCard Data Exchange File wcxf to share your contacts Refer to 7 1 3 Sync Export Import for more information about WorldCard operations 9 1 Operation for iPhone If you have iPhone you can search for WorldCard Mobile app in iTunes store and download it Click on the app and open WorldCard Mobile s Home page Please follow the instruction below to successfully sync import and export contacts information to different devices WorldCard Mobile 9 1 1 Sync 1 Tap Card Holder on the home page to enter the list mode and click 2 Or you can 24 at the lower left of the home page and then sign in to your Gmail account 9 1 CZ PenPower 5 WorldCard Karster KATHY ENGLAR Michael Siebenbrodt Paul Montard 2 After setting your Gmail account the system will automatically establish a Gmail Contacts group Back Group Edit Unverified 0 WorldCard Contacts Y All 3 Unfiled 3 Gmail Contacts All My Contacts Friends Family Coworkers 3 Please tap the sync buttom at the bottom of the list mode to start syncing with Gmail Contacts Wilfried Freibothe Elayne 0187 999 455 Zoey Allen E WorldTrade 453 539 0189 105 9 2 Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices Note 1 You can go to
56. your activation code or want to buy more activation codes EXPLAIN EXPLAIN ACTIVATION CODE Not yet registered to activate Activated already To activate more than one device Contact Customer Service No software activation code Make query the original Please purchase more software Registration information Activation codes 1 4 Chapter 1 Getting Started 9 Activate without Internet Internet connection is required for software activation If you do not have Internet please click Regiser Offline and follow the instructions to activate the software Ti Please activate product Please input date and press Activate to get software license Activation Code How to get the software activation code email Required Enter your email address which is your id for your activation code Confirm email Ti Offline activation Computer Name The offline activation steps are as follows Register offline 1 2 Go to penpower official activation website http www penpower net activation en wel offline asp If this device phone computer has no access to Internet please press is device pl puter P p Input data and generate license file upload the license file bin and get the activation file 3 Import the software activation file waf and press start button ua 1 4 Online Help WorldCard provides excellent online help info 1 Click Help User Manua
57. ze contacts after scanning If this option is not selected you need to click Recognize content to address book after scanning Advanced editing Select Advanced editing to edit contact data before exporting them into address book It is recommended that you select Advanced editing to edit contact data before ex porting contact data into address book Regarding the editing functions please refer to Chapter 3 Chapter 8 Scan Manager Field Editor E 30 Cand Information Microsoft Outlook Field as English Keme anguage EUM Name G John Dow Position Sales Section Manager Company Department 510 897 6600 510 897 6606 46520 Fremont Blvd Suite 610 Fremont CA 945 38 sales penpowemet www penpower net John Dow sales Section Manager 46520 Fremont Blvd Suite 610 Fremont CA 94538 TEL 510 897 8600 FAX 510 897 6606 sales penpower net www penpower net Personal Information Once you finished editing you can click E to save name card s information in the fields into the address book If you don t want to save the information you can click 23 to go back to the scan wizard window Futhermore if you want to reopen Field Editor window please click Recognize contact to address book button Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices WorldCard allows you to sync WorldCard contacts information
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