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1. 14 Scan2Contacts User Guide version 2 0 1 Appendix A Troubleshooting 4 APPENDIX A TROUBLESHOOTING Description When try to enable Scan2 Contacts get an error message which says that another CSSN Solution Scan2Contacts can not work while another CSSN application is running To activate Scan2Contacts close the other application and press on the state button in the toolbar application is open opened Scan2Contacts failed to load Check if the Outlook and scanner is connected properly and press on the got an error message from Scan2Contacts state button in the toolbar If Scan2Contacts is not enabled contact the support team The application state is set to Try to enable the application by pressing on the state button If this does not help check if the Disabled on scanner is properly connected and try again startup There are Clean and calibrate the scanner see page 14 irregularities or deterioration in scanning and OCR quality After scanning Re calibrate your scanner see Calibrating the the image is scanner page 14 black Black line Re calibrate your scanner see Calibrating the down the scanner page 14 middle of the scan Scan2Contacts User Guide version 2 0 1 15 Appendix A Troubleshooting Scan2Contacts Window Outlook freezes when scana business card Make sure that the card is placed into the scanner with t
2. Scan2Contacts The ideal business card scanning solution USER GUIDE Version 2 0 1 Powered By Scan This publication contains proprietary information of the Card Scanning Solutions Company provided for customer use only No other uses are authorized without the express written permission of Card Scanning Solutions Warranty Card Scanning Solutions provides this publication as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability or suitability for any particular purpose Card Scanning Solutions reserves the right to revise this publication and to make changes in the content hereof from time to time without notification Some countries or states in the USA do not allow a disclaimer of express or implied warranties in certain transactions if you are a resident of such country or state this statement may not apply to you This publication may include technical inaccuracies or typographical errors Changes are made periodically to the information herein these changes will be incorporated in new editions of the publication Card Scanning Solutions may make improvements and or changes in the products and or the software described in this publication at any time Notice to user This user guide should not be construed as a representation or warranty with respect to the software named herein Occasionally changes or var
3. BRST Te TON aes stv i ewan 5 TUS NIG a a 5 SCAN2CONTACTS WINDOW 0 0 seeeseerssersrerseeees 5 3 USING SCAN2CONTACTEG ccscccseseee 6 APPLICATION STATE vvcssvocuvsasvecuvensvecursaswecwsonswncuves T Setting the application State ccccccc0 Z SCAN2CONTACTS WINDOW ccccccccssesessseseeeeees 8 1 Abou AD aa 9 2 General tab sernir 9 3 D Settings lab aerserinnrennis 10 4 S 4 APPENDIX A TROUBLESHOOTING 15 Introduction Overview 1 INTRODUCTION OVERVIEW Scan2Contacts is an add on application for Microsoft Outlook contacts management software It scans business cards and automatically inputs both their textual data and image to a new contact record in Outlook Within seconds of placing a card into the scanner Scan2Contacts pulls the information off the card using OCR Optical Character Recognition technology and automatically populates the text fields of a new Outlook contact record name title phone number etc while also capturing an image file of the card Scan2contacts works directly from within Outlook making it the only business card scanning package that does not require cards to be scanned into a 3rd party application before the information can be imported into Outlook Features a Fully integrated into Microsoft Outlook Scan business cards directly and automatically into Microsoft Outlook Capture both data and image Just a few seconds per scan Aut
4. co uk Scan2Contacts User Guide version 2 0 1 17
5. drive gt Driver 800 for the ScanShell 800 or 800N scanner model for ScanShell 800N After you specify the driver click Next You will be presented with a standard Windows message Hardware Installation nN The software you are installing for this hardware CSSN SCANSHELL 800 has not passed Windows Logo testing to verify its compatibility with Windows XP Tell me why this testing is important Continuing your installation of this software may impair or destabilize the correct operation of your system either immediately or in the future Microsoft strongly recommends that you stop this installation now and contact the hardware vendor for software that has passed Windows Logo testing Continue Anyway STOP Installation SS eee Click Continue Anyway The installation of ScanShell scanner drivers is safe for you computer and will not affect your system Click Next until the installation is complete Scan2Contacts User Guide version 2 0 1 Getting Started Installation INSTALLATION To install the software on the computer do the following 1 Close all programs 2 Insert the CD into the CD ROM drive 3 Wait until the install program begins and follow the instructions on the screen 4 Ifthe install program does not automatically start click the My Computer icon on the desktop and then select the CD ROM drive Double click on the Setup program Wait until the install program
6. to calibrate the scanner on first use and from time to time Calibrate For best performance it is recommended to clean the scanner from time to time Clean V Show this screen when Outlook starts up OK Cancel Scanner calibration Scanner calibration resets the scanner color sensor and generates higher accuracy in the OCR detection process When you use the scanner for the first time you will be prompted to calibrate the scanner Calibrating the scanner is also a good idea if you notice deterioration in scanning and OCR quality Scan2Contacts User Guide version 2 0 1 13 Using Scan2Contacts Scan2Contacts Window Calibrating the scanner Open outlook Open the Scan2Contacts window Click the Calibrate Scanner button Insert the calibration paper that came with the scanner the paper sheet with black stripes Please make sure that the side of the calibration paper with the black stripes is facing down Click OK Note The scanner must be calibrated before the first use Cleaning the scanner It is recommended to clean the scanner from time to time especially if you notice irregularities and deterioration in scanning and OCR quality Open outlook Open the Scan2Contacts window Click the Clean Scanner button Insert the cleaning paper that came with the scanner You can add a few drops of alcohol or cleaning solution to the cleaning paper Click OK
7. Outlook folder in which scanned contacts will be stored Note the grayed out options ID card Business card and ID card are not available with ScanShell 800N scanner 3 ID Settings tab This tab is unavailable with the ScanShell 800N scanner 10 Scan2Contacts User Guide version 2 0 1 Using Scan2Contacts Scan2Contacts Window 4 Image tab This tab allows you to select a folder in which the scanned card images are saved automatically and specify the image size Configuration About General ID Settings Images Maintenance Recssseasetttecseosses Images Folder Scan Size e Auto C Default 360x220 V Show this screen when Outlook starts up OK Cancel Images Folder Click on the Browse button on the right and select a folder in which you wish to save the images of scanned cards Scan Size Specify the scanned image size Auto The scanner detects the card size automatically Scan2Contacts User Guide version 2 0 1 Il Using Scan2Contacts Scan2Contacts Window Default Saves the image in a default visit card size of 3 60X2 20 inch This is the best option for scanning dark color cards 12 Scan2Contacts User Guide version 2 0 1 Using Scan2Contacts Scan2Contacts Window 5 Maintenance tab This tab is used for calibrating and cleaning the scanner Configuration About General ID Settings Images Maintenance It is recommended
8. begins and follow the instructions on the screen The software starts automatically when starting Outlook UNINSTALL To uninstall the software open the Add Remove Programs control panel Select Scan2Contacts and click on Add Remove Follow the uninstall instructions until the operation is completed Outlook must be closed SCAN2CONTACTS WINDOW The Scan2Contacts window is opened by pressing the toolbar s Scan2Contacts button Scan2Contacts User Guide version 2 0 1 5 Using Scan2Contacts Scan2Contacts Window USING SCAN2CONTACTS Scan2Contacts adds a small toolbar to Outlook which is loaded at Outlook s startup LUI Scan2Contacts Toolbar in outlook Button Name Description B Scan2Contacts Opens a Scan2Contacts window with version information setup and scanner maintenance options State The State buttons indicate the current state of the application E Enabled scanner is connected E Enabled scanner is disconnected El Disabled Note If Scan2Contacts is enabled the application will detect the scanner status connected disconnected automatically and switch the icon color accordingly If the application is disabled no detection of scanner status is performed 6 Scan2Contacts User Guide version 2 0 1 Using Scan2Contacts The Scanner must be calibrated prior to scanning business cards please refer to Calibrating the scanner page 14 fo
9. he text face down When a card is scanned face down the processing window just hangs and locks up my Outlook Please recalibrate the scanner and try again See Calibrating the scanner page 14 Scan2Contacts is not showing up in my Outlook Please disconnect any palm or smart phone devices disable Active Sync and restart Outlook Scanner stop working after being idle for a while This usually occurs when the computer turns off the USB port to save power Try unplugging the scanner and then plugging it in again For a permanent solution 1 Right click on My Computer and select Manage 2 On the left side in Computer Management click Device Manager 3 On the right look for Universal Serial Bus controllers or USB controllers 4 Right click on USB Root Hub and select Properties 5 Choose the Power Management tab and uncheck the option Allow the computer to turn off this device to save power then click OK 6 Repeat this for each USB Root 16 Scan2Contacts User Guide version 2 0 1 Appendix A Troubleshooting Hub 7 Restart the computer You may also need to install an update from Microsoft For more information http support microsoft com kbid 822603 Any other problem or question Contact our technical support at www scan2contacts com For customer support in Europe please contact our technical support at www scan2contacts
10. iations exist in the software that are not reflected in the manual Generally if such changes or variations are known to exist and to affect the product significantly a release note or read me file accompanies the user guide and or the distributed software In that event be sure to read the release note or read me file before using the product Publication The descriptions specifications design and procedures contained in this user guide were effective at the time of publication of this document Card Scanning Solutions reserves the right to modify any of the above at any time without notice and without incurring obligations Trademarks All trademarks are the property of their respective holders and are hereby acknowledged 2005 2007 Card Scanning Solutions Scan2CRM User Guide version 2 0 1 iii Table of Content TABLE OF CONTENTS AN aoe ae a eo ee Pea PO ree ij Notice to user wee ll PE naran ie twine axaasimnonnecnaeeinsan jii TAUMAIA jii TABLE OF CONTENTS L INTRODUCTION wasiscsissssssssssnsevscsnssovenvavestes 1 OVERS I N occa 1 PBS scsscrosinusinssiswhiainnabiinndinsatasini ksiansennin 1 Scanner specifications 1 0 cccceeee cece cece eee 2 2 GETTING STARTED cccccccssssssssosseees 3 BEFORE USING THE SCANNER osre 3 MINIMUM SYSTEM REQUIREMENTS scseeeeeeeeres 3 CONNECTING THE SCANNER 0ssseseseseeeseeesssrseeees 3
11. o detect function just place the card in the scanner text face down Scan2Contacts User Guide version 2 0 1 1 Introduction Overview Scanner specifications Powered by the computer USB No external power source is needed Small footprint Fully mobile 2 Scan2Contacts User Guide version 2 0 1 Getting Started Before using the scanner 2 GETTING STARTED BEFORE USING THE SCANNER The scanner has been carefully packaged to avoid damage during transportation Before operating the scanner please remove the packaging materials After removing the packaging materials you will find the following ScanShell scanner Application CD USB interface cable Calibration paper Cleaning paper MINIMUM SYSTEM REQUIREMENTS The minimum system requirements are Pentium III with 128MB Win 98 Second Edition or higher USB port Microsoft Outlook 2000 or higher installed CONNECTING THE SCANNER The scanner is connected to the computer via the USB port To connect the scanner do the following Place the scanner on a flat firm solid surface with easy access Plug the USB interface cable into the USB port of the computer Scan2Contacts User Guide version 2 0 1 3 Getting Started Connecting the scanner After the Add new hardware wizard dialog box appears click Next until you are asked to set the driver for the reader You ll find the driver on the Installation CD at lt CD ROM
12. r instructions Once the scanner is calibrated make sure the configuration window is closed to begin scanning business cards To scan a business card place the business card into the scanner with the text face down If the card is a horizontal card place the card into the scanner horizontally and if the card is vertical place the card into the scanner vertically If you do not do this the software will automatically rotate the card APPLICATION STATE When the application loads its state is set to Enabled by default Setting the application state Press on the state button to toggle between Enabled and Disabled states Ifthe application is enabled green button pressing on the state button will disable the application and the button will be grayed out If an error occurred while the application was loaded the state will be set to Disabled You can try to enable the application by pressing on the state button If this does not help check if the scanner is properly connected and try again Scan2Contacts User Guide version 2 0 1 7 Using Scan2Contacts Scan2Contacts Window SCAN2CONTACTS WINDOW The Scan2Contacts window is opened by pressing the Scan2Contacts button on the Scan2Contacts toolbar Configuration General ID Settings Images Maintenance Scan Contatcs To start scanning close the window and insert a card into the scanner Version 3 0 0 20 For updates please visit ou
13. t site http www scan2contacts com Copyrights 2006 CSSN all rights reserved M Show this screen when Outlook starts up OK Cancel Show when outlook starts up If this box is checked the Scan2Contacts window will be opened each time Outlook starts up 8 Scan2Contacts User Guide version 2 0 1 Using Scan2Contacts Scan2Contacts Window The Scan2Contacts window has five tabs 1 About tab Displays version information 2 General tab allows you to specify log file setup and select the Outlook s folder in which the scanned contact are saved Configuration oe Business Card r V Create log file Send Log Important If activated the scanning activity of Scan2Contacs will be recorded in a log file named Active log Contacts Folder Personal Folders Contacts V Show this screen when Outlook starts up OK Cancel Create log file If this box is checked the scanning activity will be logged to a file named Scan2Contacts log In case of problems clicking on the button next to the checkbox will mail this log file automatically to CSSN support Scan2Contacts User Guide version 2 0 1 9 Using Scan2Contacts Scan2Contacts Window Contacts Folder Click on this button to open Outlook s general folders tree from which you can select any outlook folder including folders that are not local a Click on this button to open Outlook s contact folders list and select the
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