PENPOWER WorldCard User Manual Version: 6.
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.
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. However, Penpower does not warrant that the Software and information included in the package of the Software contain no defects or errors.
Contents Chapter 1 Product Introduction.................................................................................1-1 Chapter 2 Getting Started..........................................................................................2-1 2.1 System Requirements.....................................................................................................2-1 2.2 Installing Penpower WorldCard......................................................................................2-1 2.2.
4.3.5 Rotating Card ...............................................................................................................4-7 4.3.6 Rescanning Card.........................................................................................................4-7 4.3.7 Recognize Again.........................................................................................................4-8 4.3.8 Front and Back Business Card Image Exchange.........................................................4-8 4.
5.9.2 Import.........................................................................................................................5-18 5.9.3 Sync............................................................................................................................5-20 5.10 Settings......................................................................................................................5-22 5.10.1 Export Option...............................................................................
Chapter 1 Product Introduction Chapter 1 Product Introduction The Penpower WorldCard provides you with a total business card management solution by integrating card recognition, management, transmission, and printing functions in a single digitizing unit. So you can find your business cards at anytime and anywhere when you need them. • Easy Card Reader Scanning or capturing your business cards has never been quicker or easier.
1- WorldCard * Unicode Unicode makes it possible to display various languages of business cards at the same time.
Chapter 2 Getting Started Chapter 2 Getting Started 2.1 System Requirements • Pentium III 800 CPU or above • 256MB of RAM • 200MB of available hard disk space • Windows 2000/XP/Vista • USB Port 2.2 Installing Penpower WorldCard To properly use your WorldCard 1. Install the software included on the CD. 2. Connect your WorldCard scanner to your PC. 3. Scan or capture your business cards and enjoy! 2.2.
2- WorldCard 2. Select I accept the terms of the license agreement to accept the license agreement. Please read licensing agreement completely. 3. Please fill in your name and company name. Click Next to continue. 4. Please follow the instructions in the onscreen notice. Click Next to continue. 5. Please select the location to install the program. The default location is c:\Program Files\WorldCard. Click Next to continue.
Chapter 2 Getting Started 6. Click Install to begin installation. 7. If you want to run the Scan Manager when starting up the computer for quick scanning into Outlook, Outlook Express, Windows Contacts or ACT! directly, click I want to execute Scan Manager when start-up, and then click Next to continue. 8. Click Finish to complete installation. If you do not want to restart now, click No, I will restart my computer later.
2- WorldCard 9. After installation, you can run the application software under [Start] /[All Programs]/ [PENPOWER WorldCard] / [WorldCard]. 10. System will ask you to register for warranty at your first run. Please press Register now to start registration or press Register later to skip this procedure. You can register later on from [Help]/[Register]. If you want to choose Register later and do not need to be reminded again, you can check Don’t show this page at startup. 2.2.
Chapter 2 Getting Started 2.3 Preparation for Card Scan 2.3.1 Calibration After installing the software and drivers, your WorldCard scanner must be calibrated in order to ensure perfect results. Place the calibration card into the scanner. Make sure the calibration card is flush with the mark to the side. Note: To calibrate the A6-sized Color and A8-sized gray-scale scanner, insert the blank side of the card face down. To calibrate the A8-sized color scanner, insert the blank side of the card face up.
2- WorldCard 2. The Wizard can help you quickly choose what you want to do: Scan Card: allows you to add a card to your file. Load Card Image: allows you to take an existing picture of a business card and add it to your file. Import data: allows you to import data from sources such as Lotus Notes, Microsoft Outlook and Outlook Express, PocketPC, Palm, ACT! by Sage, Goldmine, Salesforce, etc. Notes: The Windows Vista version does not support importing data from Windows Contacts, Pocket PC and Goldmine.
Chapter 2 Getting Started 2.4 Online Help WorldCard provides excellent online help info: 1. Click [Help]/[Index] to find the user manual. 2. Click [About WorldCard], you can go to Penpower Technology Inc. official website at the left side to get more information; the hardware information is shown at the right side. 3. Also you can send e-mail to our customer service contact by pressing Send Email at the bottom.
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Chapter 3 Overview Chapter 3 Overview 3.
3- WorldCard 3.1.1 Menu Toolbar A B C D E F G A: Save your Card file B: Print Preview C: Delete Card D: Delete card from Category E: Settings F: Mode button G: Scan a new business card H: Multiple scan business cards I: Add a new card from another picture source H I J K L M N J: Synchronize with Outlook/PDA/Palm/ Lotus notes K: Send an email to selected person L: Export all your data and the portable software to selected flash disk or hard drive M: Edit Card N: Edit Print Template 3.1.
Chapter 3 Overview 3.2 Scanning Wizard 3.2.1 Scanning Business Cards To scan business cards, select Scan . The wizard opens: 1. Under Card Style, select Single-sided or Double-sided. 2. Select the language of the card. If the card is double-sided select the language of the both sides. 3. Insert the card into your WorldCard Scanner, placing the card edge flush with the marker. Once inserted, the Scanner status area should say Ready. 4.
3- WorldCard 3.2.2 Batch Scanning To batch-scan business cards, select Batch Scan from the toolbar. With this command, you can scan many cards easily, preview them, and then add them to your Card File. 1. Select single- or double-sided. Next, select the languages of each side. Note: only cards (single-sided or double sided) that have the same languages chosen for each card can be batchscanned. 2. The Scan status pane displays the status of the scanner.
Chapter 3 Overview 3.4 Viewing Contacts WorldCard provides several ways to view your contacts: List mode, Label mode, Image mode and Dual Mode. The default setting is List mode. To select other modes, on the View menu click View Mode or click the Mode arrow from the toolbar. 3.4.1 List Mode View List Mode is the default mode view. Contact Information List After scanning business cards, you will see the scanned contact information list in the right pane of the card window.
3- WorldCard Category tab You can manage your business cards by storing them in category groups. The Category tab is in the left pane of the card window. You can find the All Records category and the Unfiled category as the default. WorldCard allows you to add as many user-specified categories and sub-categories to manage your business cards as you choose. 3.4.2 Label Mode View The Label Mode view displays contact information and business card at the same time.
Chapter 3 Overview 3.4.3 Image mode Click the button to view front side of all business cards, click the to view the back side of all business cards. button When the icon shows in the right-top corner, it means the contact has a double-sided business card image. You can click the icon to see the other side of business card image.
3- WorldCard 3.4.4 Dual mode Dual mode lists the scanned contact information in the upper right management pane and can display the front and back side image of the business card in the lower right pane. You can click the front or back side icon of the card to magnify it. When the icon shows in the right top corner, it means the contact has double-sided business card image. You can click the icon to see the other side of business card image.
Chapter 4 Editing Cards Chapter 4 Editing Cards 4.1 Editing Window Overview The Editing window allows you to edit the information of individual business cards. To select the Editing window, just double-click any card record in the list menu of the management pane or click the Edit Selected Record button on the Editing toolbar and edit the selected records. You may click a record and press CTRL or SHIFT key on your keyboard, and then click another record for multiple selection. 4.
4- WorldCard Note: You can double-click on the business card image to see a bigger image or back to original view.
Chapter 4 Editing Cards 4.3 Editing Contacts The WorldCard Editing window has three panes: the Card Information pane, the Personal Information pane and the Notes pane. The Card Information pane displays all relevant business card data that was retrieved from the card recognition. The Card Information pane is shown in the following picture.
4- WorldCard 4.3.1 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 Editing 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.
Chapter 4 Editing Cards 4.3.2 Adjusting the Separation Rate The Separation Rate is the rate of separation between the color of the card background and the color of the text data contained on the business card. After clicking the Separation Rate button , the following window appears.
4- WorldCard You can move the slider to achieve the clearest contrast between the background colors of the business card and the text on the card. This adjustment is useful when the business card image is blurred, or the contrast between the text and the background of the card is not sufficient for correct recognition of the card information. You may also adjust the separation rate by area.
Chapter 4 Editing Cards 4.3.5 Rotating Card If the card image shows an incorrect orientation, you can use the Rotate Card command of the WorldCard editor to properly align the card orientation. To use the Rotate Card command, click the Rotate Card button in the Editor window. After you click the button , the rotation angle options will appear. Select the appropriate angle of rotation and then click the Rotate button . The card image will then rotate to the selected orientation.
4- WorldCard 4.3.7 Recognize Again After adjusting a card image with any commands of the Editing window, you can recognize the business card again to update the image processing of your revised card image. This task can be accomplished by clicking the Recognize again icon from the Editing window. Select the appropriate language(s) for the front and/or back side of the card. Then, select the correct region for the language. You may use the Auto detection feature in the geographic region selection.
Chapter 4 Editing Cards 4.4 Viewing Cards Cards are displayed in the Editing window after the scanning process. The following window shows a typical display of a card in the Editing window. You can click Back Side button ness card. You can click image. to see the back side image of the busi- to select the different display percentage of the business card 4.4.1 Saving Card Image If the displayed card image is clear and the information legible, the card image can be saved as a .
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Chapter 5 Managing Business Cards Chapter 5 Managing Business Cards The management functions of WorldCard allow you to categorize contacts, send e-mail by contact or group functions, add new cards to a group, import cards from other sources, search cards by various data fields, encrypt files to protect your card database, print cards, export the database to other applications and synchronize your card information with other software applications. 5.
5- WorldCard 5.1.2 Categorizing from Editing Page WorldCard allows you to categorize a business card directly from the Editing pane. To categorize a card from the editing page, click on the Set Category button . The Card Category dialog box appears. Select the category and then click OK. You may also add a subcategory from this window by clicking the Subcategory button. 5.1.3 Sending Email by Category To send email to a category group, select the appropriate category group from the management page.
Chapter 5 Managing Business Cards 5.2 Merging and Separating Cards WorldCard allows you to merge two business cards into one card entry. To merge two cards into one, select two cards in the Management window. On the Tool menu on the Editing window, click Merge and the following dialog box appears. Select the appropriate card as the front side of the merged card entry and press OK. This action will merge the cards into one entry.
5- WorldCard 5.3 Adding new Cards You may add contacts to your WorldCard database by scanning their business card or by manually entering the contact information. If you do not have a card from a new contact, you can enter the contact information of a new business contact into your WorldCard database manually. 5.3.1 Adding an Empty Card To enter a contact manually without a business card, on the File menu in the Management window, click New Empty Card. This will open the Editing window.
Chapter 5 Managing Business Cards 5.4 Adding Cards from Other Resources The WorldCard Business Card Scanner and other WorldCard recognition products are equipped with a card scanner or camera which are used to capture a card image. However, you may use other hardware resources in conjunction with your WorldCard software to process card images. 5.4.1 Photo File WorldCard can process a business card entry from a photo image in either .bmp or .jpg format.
5-6 WorldCard After the cards have been identified, click Recognize. In the Language settings dialog box you can select the language to use to recognize the business cards. When the recognition process is completed, you will be returned to the Management window. Your new card entries appear at the bottom of your All Records Category.
Chapter 5 Managing Business Cards 5.5 Searching Contacts You can quickly and efficiently find your contacts with WorldCard Search features. 5.5.1 Text Search The Text Search command of the WorldCard software allows you to quickly find a specific contact. To use Text Search in the WorldCard Management window, on the View menu point to Search, and click Text Search.
5- WorldCard 5.5.2 Advanced Search WorldCard also offers an advanced search function. To use the advanced search function, on the View menu, point to Search and click Advanced Search. The Advanced Search pane will open and appear as right. Tip: You may also open the Advanced Search pane from the WorldCard Management window by clicking the Search button . When the Text Search pane appears, click on the Advanced Search + button . In the Advanced Search pane, you can enter your search criteria by category.
Chapter 5 Managing Business Cards After selecting search by date, you may use the From and To date options to specify a period for your search criteria. The From and To options appear as in the right picture. 5.5.3 Finding Duplicate Data Over a period of time, you may find that you have received a business card from the same individual on more than one occasion. WorldCard has a built-in feature for finding duplicate data. To use Finding Duplicate Data, click Run on the Main Menu and then Duplicates Data.
5-10 WorldCard 5.6 Safeguarding Your Contacts Information is a valuable resource to any business. WorldCard recognizes the intangible value of your business card contacts and has built-in features to help you safeguard that data. 5.6.1 Save WorldCard is a business card database management system. It automatically saves all changes when exit the system. You can manually save your card database by on the File menu click Save. You can also save your database by clicking the Save button agement window.
Chapter 5 Managing Business Cards With Use file encryption selected, you may use the File Encryption option with password protection. When the Set Password/Change Password option is selected, the password option is available for you to enter your appropriate password options. Note: Protect and safeguard your password. WorldCard does not offer a password recovery option. If you forget your password, your database is inaccessible.
5-12 WorldCard 5.7 Online Map WorldCard offers you online map with a click of your mouse. 1. Select the contact, then click Run / Display map of Address. You can select the country from the pull-down menu. Note: WorldCard offer address searching of many nations, including: Australia, Austria, Belgium, Brazil, Canada, China, Denmark, Finland, France, Germany, Italy, Japan, Netherlands, New Zeeland, Norway, Poland, Russia, Spain, Sweden, Switzerland, Taiwan, U.S., UK and many more to come. 2.
Chapter 5 Managing Business Cards 5.8 Printing Cards WorldCard software allows you to print card information in several usable formats. An overview of the WorldCard printing features is presented in this chapter. 5.8.1 Printing Preview Before printing card information, WorldCard allows you to preview your information in the appropriate format for your desired output. To use the Print Preview options of your WorldCard software, on the File menu click Print Preview. and the Print Preview pane appears.
5-14 WorldCard 5.8.2 Editing Print Templates WorldCard allows you to edit templates for printing your cards. On File menu click Print Template Edit, the following pane appears. You may also click the Edit Print Template icon . To edit the Print Template, you may select a Template Class and Template from the left pane. Then adjust the settings of the print paper from the pane on the upper right. If you wish to choose print fields, you can drag the field into the template editing area.
Chapter 5 Managing Business Cards 5.9 Exchanging Contacts WorldCard software allows you to exchange valuable contact information with other applications through the use of the Import, Export and Synchronize commands. 5.9.1 Export To select export fields, you may refer to 5.10.1 Export Option for a detailed explanation.
5-16 WorldCard Follow the instructions given in the Export Wizard dialog box to select which cards you want to export. And then click Next. If you have chosen to continue with the Export function, choose the directory to export the files to. Click OK to export the cards. To complete exporting the files, review the information displayed in the Export Wizard window. After exporting is completed, click Finish to close the Export Wizard dialog box.
Chapter 5 Managing Business Cards On the File menu, click Export. The Export Wizard dialog box appears, as previously displayed in the section. Select the Microsoft Outlook application from the Application pane in Export Wizard dialog box and click Next. The next step is displayed in the Export Wizard dialog box. Select Selected Cards in the Export Range. Click Next. The following Export Wizard status dialog box appears.
5- WorldCard From the Details dialog box, you can choose to export all details of each card or none. To close the Details dialog box, click OK. This will return you to the Export Wizard status dialog box as seen previously in this section. To complete the Export process, click Accept. You may see a suspicious script warning message at this time. Click Continue on the warning dialog box to proceed.
Chapter 5 Managing Business Cards While your files are being imported, a blue progress bar displays. After the process is completed, the Import Wizard dialog box displays Status and Information. You can view the actual information being imported by clicking Detail. The Details dialog box displays. In the Details dialog box, you can select to import all details of each card or none and then click the OK. To complete the Import process, click Accept.
5-20 WorldCard 5.9.3 Sync The WorldCard Synchronize function allows you to synchronize the data between WorldCard and other applications such as Microsoft Outlook Express, Microsoft Outlook, Lotus Notes, PocketPC Contacts, Palm Desktop, ACT! by Sage, Goldmine and Salesforce. Notes: The Microsoft Vista version does not support synchronizing data with Windows Contacts, Pocket PC and Goldmine. To use the Synchronize function, on the File menu, click Sync. The Sync Wizard dialog box appears.
Chapter 5 Managing Business Cards You can view the complete details of the actions that will be taken to synchronize the two databases from the Details dialog box. To view the Details dialog box, click Detail. The Details dialog box appears. From the Details dialog box, you can click Select all data to accept all data in the list as acceptable changes. For this item, the Sync function would DELETE the entry from Microsoft Outlook.
5-22 WorldCard 5.10 Settings WorldCard has many selectable Setting options to allow you to configure the operational functions of Export, Synchronize, Field Display, User Define Field and Scan options. To set your WorldCard options, use the procedures outlined in this chapter. On the Tool menu, point to Setting and click any of the options. Alternatively, on the main toolbar click the Setting button . 5.10.
Chapter 5 Managing Business Cards 5.10.2 Synchronize Option To set the Synchronize options, open the Setting dialog box as described in the preceding section of this chapter. The Synchronize tab of the Setting dialog box appears with Microsoft Outlook as the selected PIM. PIM stands for Protocol Information Management software. Change the PIM as desired. The Conflict Process option can be set to manage any conflicts which may occur during the Sync operation.
5-24 WorldCard 5.10.3 Field Display To set the Field Display options of the List Mode, open the Setting dialog box as described in the preceding section of this chapter. The Field Display tab of the Setting dialog box appears with a default configuration as displayed in the above window. To modify the selected options, click any available field from the Available Field menu on the left side of the dialog box. After a field is selected, click Add to add it to the Displayed Field list.
Chapter 5 Managing Business Cards 5.10.5 Scan Option To configure the Scan options, open the Setting dialog box as described in the preceding section of this chapter. The Scan tab displays the default configuration as seen in the preceding picture. You may define Card Style, Language, Chinese character options and Scanning method. You can also select Auto Detection. Click Apply for the settings to take effect. If you use WorldCard duet 2, instead of the Scan tab, there is a Capture tab.
5-26 WorldCard 5.11 WorldCard Portable Disk With Penpower WorldCard, you have a new traveling companion and all the flexibility you need for a successful business trip. You can quickly store your WorldCard Portable software and database on any USB flash disk and access them from the USB port of any available computer. 5.11.1 Saving Card Data to a Portable Disk Note: WorldCard does not come with a flash disk. Flash disk must be purchased separately.
Chapter 5 Managing Business Cards 5.11.2 Card Data Management for Portable Disk To use the card data stored on a flash disk, plug the flash disk into the USB port of any computer. Using the My Computer directory of Microsoft Windows, locate the Flash Disk. In the flash disk directory, locate the Card_MiniDrv folder. Double-click the Card_MiniDrv folder. The following directory appears. Double-click on the WorldCard_M application as highlighted in the above. WorldCard will display the MiniDrvWCard.
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Chapter 6 Scan Manager Chapter 6 Scan Manager WordCard integrates with Microsoft Outlook, Microsoft Outlook Express, Windows Contacts (Vista) and ACT!. You can scan business cards and save verified contacts into the above programs directly. You can view the original scanned business card image in Microsoft Outlook and ACT! as well. 6.1 Scanning Contacts After installation, you’ll see the Scan Manager icon at the lower right corner on your taskbar.
6- WorldCard 6.2 Scan business cards 6.2.1 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 6 Scan Manager Auto recognition after scanning: Select Auto recognition after scanning to recognize 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 exporting contact data into address book.
6- WorldCard Note: When using Scan to ACT!, you will be asked to input the User ID, Password and DB Path after clicking Recognize contact to address book in order to save the contacts into ACT! properly. 6.2.2 View business card image You can view the image of the business card by just selecting the exported contact from your address book in Microsoft Outlook, and right-click to select view attachment. You can magnify the image of the business card.
Chapter 7 WorldCard duet 2 Chapter 7 WorldCard duet 2 7.1 Introduction WorldCard duet 2 is a business card camera as well as a webcam. It can take pictures of business cards and serve as a webcam for conferences. WorldCard duet 2 is a new system that is a breakthrough from traditional scanning. WorldCard duet 2 takes a snapshot of a business card, and converts the image to digital form for your computer.
7- WorldCard Rear view of WorldCard Business card camera fuselage (can be used alone; detach and lift off) Camera Lens Camera Clip (use this clip when attaching the business card camera on a computer notebook to use independently as a webcam) 7.2 Installation The procedure to install the Penpower WorldCard software package is the same as the installation procedure for any other WorldCard package. The software installation for WorldCard is presented in previous sections of this manual.
Chapter 7 WorldCard duet 2 7.4 Using Hardware To use WorldCard duet 2 as a business card camera: 1. Draw the flexible ring. The camera socket of business card and business card camera fuselage are raised to the position of 80 degrees automatically. 2. Slide the business card switch downward to establish the function as a camera snapshot. 3. Insert the business card in the business card holder. Inset name card Shooting direction Card Holder Draw the flexible ring.
7- WorldCard 1 3 2 4 7.5 Capturing Business Cards Capture To capture a business card with your WorldCard duet 2 camera, ensure that the camera is in the business card capture mode by sliding the camera mode selection switch to card mode in the down position. Start your WorldCard software by double-clicking the WorldCard shortcut on your desktop. You’ll see the WorldCard wizard.
Chapter 7 WorldCard duet 2 Click Next to continue. Note: The Capture Card option is selected by default. To continue and capture a business card, click Finish. Tip: Click the Capture button to open the Card Capture Wizard.
7- WorldCard To capture a card, place your card in the card holder. After a card is placed in the holder, you will see the card in the Capture window. You may need to shift the card right or left to have a uniform alignment as the preview screen right. Once the card is properly positioned, select the appropriate Card Style and language options. Once the correct options have been selected, capture the card by clicking Capture .
Chapter 7 WorldCard duet 2 After you have captured the applicable side or sides of your card, click Close. This will close the Capture dialog box and add your newly captured card to the Management window. To Recognize your new card in the Editing window, double click the new card in the Management window. The Editing window will open with your new card displayed as shown below.
7- WorldCard Batch Capture To batch-capture business cards, select Batch Capture. With this function, you can capture many cards easily, preview them, and then add them to your Card File. 1. Select single- or double-sided. Next, select the languages of each side. Please note: only cards (single-sided or double sided) that have the same languages chosen for each card can be batch-captured. 2. The Capture status dialog box displays the status of the WorldCard duet 2.
Chapter 7 WorldCard duet 2 3. You can quickly recognize all the cards captured during this batch. When you are done, click Finish. Note: When capturing business card via Capture to Microsoft Outlook Capture to Outlook Express or Capture to Windows Contacts, you may select the Light flicker frequency in the Card Capture Wizard.
7-10 WorldCard 7.6 Capture Option On the Run menu click Capture from the WorldCard Management screen. Once you have clicked Capture, the Capture dialog box will be displayed. The Capture functions are as previously discussed in this Chapter.
FAQ FAQ Q: How can I convert the files in earlier version to v6.X format? A: WorldCard v6.x can convert your v5.x version files and import them in v6.x format. (For v3.0, v4.0 CRD format, support is not available at this moment.) On the File menu, click Import and then WorldCard file to convert the files to v6.x format. You can also use the Start-Up Wizard to accomplish this task.
WorldCard WorldCard duet 2 FAQ Q: Why does it still indicate, on the bottom right of the WorldCard software, that WorldCard duet 2 is not connected after connecting with WorldCard duet 2? A: Please check whether the main body and the base are properly connected. Q: I have taken a picture of a business card the size of a normal business card. But why can I not see the entire card? A: Please check if the opened flexible ring has been pulled by the arrow pointer.
CE Conformity and FCC Statement This equipment has been tested and found to comply with the limits of the European Council Directive on the approximation of the member states relating to electromagnetic compatibility according to EN 55022/55024 Part 15 B. This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC Rules.
