WorldCard User Manual Version: v8.
Contents Chapter 1 Getting Started...................................................................... 1-1 1.1 Installation.................................................................................................. 1 - 1 1.1.1 System Requirements........................................................................ 1 - 1 1.1.2 Software Installation.......................................................................... 1 - 1 1.2 Launch WorldCard..................................................
4.3 Search Contacts.......................................................................................... 4 - 4 4.3.1 Quick Search...................................................................................... 4 - 4 4.3.2 Advanced Search............................................................................... 4 - 4 4.3.3 Find Duplicated Contacts.................................................................. 4 - 4 Chapter 5 Sync, Import, Export............................................
7.3 Multi-layer Contact Groups Management.................................................. 7 - 8 Chapter 8 Scan Manager........................................................................ 8-1 8.1 Scanning Contacts...................................................................................... 8 - 1 8.2 Scan business cards.................................................................................... 8 - 2 8.2.1 Scan and Edit business cards....................................................
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 provisions of this Agreement. 1.
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 Software to the maximum extent permitted by law.
Chapter 1 Getting Started Chapter 1 Getting Started 1.1 Installation 1.1.1 System Requirements ● Windows 8 Desktop/7/Vista/XP SP3 1.1.2 Software Installation Insert the WorldCard CD-ROM into the disk drive, it 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.
WorldCard 2. Click [Next] to continue. 3. Please read the user license agreement carefully, click [I accept the terms of license aggrement], then click [Next]. 4. Select the default installation folder or click [Browse] to select other installation folder and click [Next].
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. 6. After the installation, we suggest you to select [Yes, I want to restart my computer now] and click [Finish] to close the wizard. 7. After the computer restarts, it will continue to install [.NET Framework], the WorldCard essential component.
WorldCard 1.2 Launch WorldCard Execute [Start/All Programs/WorldCard/WorldCard v8] or just click [WorldCard v8] shortcut 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.
Chapter 1 Getting Started 8 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. 1.4 Online Help WorldCard provides excellent online help info: 1. Click [Help/User Manual] to find the user manual. 2.
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 explanations. 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 during scanning.
WorldCard Tips: 1. Auto Scan: When you open the scan wizard you can begin to scan the card immediately. If [Auto Scan] is unchecked, you need to trigger the scanner by clicking 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.
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. Tip: Click [Management]/[Contact] in the drop-down menu, there are two options to merge two contacts into 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.
WorldCard 3.1.1 Contact List The contact list shows you contacts in the same group to let you quickly switch between 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 before switch to another contact. 3.1.2 Edit the Contact In the contact information area, you can modify any columns you want.
Chapter 3 Edit Contact 8 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 partially select and recognize, click this icon . After clicking the partially select and recognize, you can use the mouse to select the specific area that contains the correct data.
WorldCard 8 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. Tip: If the business card is double sided, you can click back side.
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.
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 not been edited.
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.
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.
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.
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 wcxf file you want to import. Then, click [OK] to start the import process.
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 exported. Notes: 1.
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(*.
Chapter 5 Sync, Import, Export 5.4 WorldCard Data Exchange Compatibility List WorldCard Synchronization Item Version Gmail Contacts all 2003~2013 2011~2014(v16) v6.5~v9.0 all Microsoft Outlook ACT! Lotus Notes Salesforce Contacts (Enterprise / Unlimited) WorldCard Import Item Version Microsoft Outlook ACT! Lotus Notes (2003 ~ 2013) 2011~2014(v16) v6.5~v9.
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 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.
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].
Chapter 6 Use Contact Information Click to print the contact information. Click to close the print preview page. Click the arrow icon on to switch the preview pages.
Chapter 7 Advanced Functions Chapter 7 Advanced Functions 7.1 Settings WorldCard has many selectable Setting options to allow you to configure the operational functions of Name display, Field Display, Synchronization, Export, Import, Recognize, 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.
WorldCard 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].
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].
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 choose a way to classify the groups in WorldCard. Select [Merge multilayer 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.
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.
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. Tips: 1. Set a password for it to protect the database from others to access it.
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.
WorldCard 7.3 Multi-layer Contact Groups Management Besides basic contact groups management database, WorldCard also provides multilayer contact groups management database. The default [Basic Contact Groups Management] database uses single level structure to manage contacts. As for [Multi-layer Contact Groups Management] database, it uses multi-layers structure to manage contacts.
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.
WorldCard 8.2 Scan business cards 8.2.1 Scan and Edit business cards 1. Insert a business card and click the Scan 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.
Chapter 8 Scan Manager Once you finished editing, you can click 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 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 with mobile devices(WorldCard Mobile for iPhone 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.
WorldCard 2. After setting your Gmail account, the system will automatically establish a Gmail Contacts group. 3. Please tap the sync buttom Gmail Contacts.
Chapter 9 Sync and Share WorldCard Contacts with Mobile Devices Note: 1. You can go to [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 wcxf. file from computer If you want to import the exported wcxf.
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 wcxf. file into the document storage area. 4. Open WorldCard Mobile in your phone and a whether import the file meesage will pop out. Please click [OK]. 5. After confirming the file name, please click [Import]. Tip: You can tap [Edit] to delete the unneccessary files.
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 wcxf. 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.
WorldCard ● Export wcxf. file to Cloud services 1. Tap [Card Holder] on the home page to enter the list mode and click bottom of the screen. 2. Select the contact you want to export and click at the 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 complete 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. 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.
WorldCard 9.2.2 Import ● Import wcxf. file from computer 1. Please connect the computer with your phone and save the exported wcxf. 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. 4. Choose [Import WorldCard file (*.wcxf) ] to import the contacts' information.
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. 7. After the import process finishes, you can find the imported contacts in the list mode. ● Import wcxf. file from Cloud services 1.
WorldCard Tip: You can click at top left of the screen to select all contacts. 4. Choose [.wcxf (WorldCard Exchage 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.
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 wcxf. file. ● Export wcxf. file to Cloud services 1. Tap 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 [Cancel]. 4.
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.
WorldCard Use quick functions like Email, Skype and social media to contact directly. 8 Action Area 2. Regular Toolbar 1 2 3 1 Scan Wizard Sync/Import/ 2 Export 4 5 6 7 8 Scan the cards, refer to 2.1.2. Exchange contacts with many softwares, refer to chapter 5. Send Emails to contacts, WorldCard will open the default Email software and fill in the address or attach the contact information as a file for you, refer to 6.1.
Appendix User Interface Introduction Tip: Modify the displayed fields, click [Settings]/[Field Display]. 8 Image Mode In Image Mode , contacts display with card images. Click the image to edit contact information. Click button to view the front sides of all business cards. Click the button to view the back side of all business cards. Adjust the image size by mov- ing the sliding bar. Click to turn another side of the card.
WorldCard 4. Alphabet Index There are different types of indexes can be used to manage your contacts. Click button to set the index as 注(Chinese ZhuYin), 拼(Chinese Hanpin), 12..(Chinese Stroke), EN(English Alphabet), 日(Japanese Phonetic), or 한(Korean Phonetic). You can set the index sorted by Name or Company . When Name selected, the contacts will be sorted by display name. When Company is is selected, the contacts will be sorted by company name.
Appendix User Interface Introduction Set a password to protect your contacts from anyone accessSet Password/ Change ing it. Everytime you open the database, you need to enter Password the password you set. Rename Database Change the database name. Create a restore point for saving the loss when the application encounters an error. Restore Restore the database from a backup file. Create a new database for contacts on different management Create a New Database purpose.
WorldCard Contact 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 two separate entries. Click [Setting group] to set the group for the contact. Group Add groups, delete groups and rename groups.
Appendix User Interface Introduction 8 Run Scan Execute scan wizard to scan the card image into WorldCard. Calibrate scanner Calibrate the scanner to eliminate unclear image or inaccurate color Print Preview Preview the printing contact in different document formats. Send email Send email, carbon copy, blind carbon copy to the selected contact, or attach the contact information as a file in Email. Skype Call contacts via Skype. Open Website Open the website on contact information.
WorldCard 8 Settings General Scanning Option Sync, Import, Export Set the sequence of name display. Card Style, recognition language, Chinese output characters, name capitalization. Set related information for Synchronization, Import, and Export. Field Display Select the displayed fields to show in the list mode. User Defined Fields 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.
Penpower WorldCard User Manual Manufacturer: Penpower Technology Ltd. Version: v8.
