WorldCard Enterprise for Android Help


WorldCard Enterprise provides personal platform for managing business cards. In [My Favorites] area, users can add, recognize and use card information; also, users can build their own category system for sorting the cards. Moreover, every information that added or edited in [My Favorites] will be uploaded to [Public Contacts]. Through the update system, you can share your contacts information with other users and get theirs information as well so as to immediately update and enlarge your contacts network.

User Interface Introduction

Add Business Card

Update Card Information

Category Management

Categorize Business Card

Application in Public Contacts

Edit and Use Contacts Information

Setting

Offline Usage



User Interface Introduction

When you open the login page of WorldCard Enterprise, please choose [WCE Account] option and enter your account and password to log in to the server, if turn on [Keep me signed in], it will auto log in every next time.

When you log in to WorldCard Enterprise app, you will enter to the preset page [My Favorite]. At the top of the page, there are buttons for advanced card function, switching category, adding cards, updating card information and search bar. The contacts will be listed according to field sorting and index mode. Below  the contacts list are the tabs of [My Favorites] and [Public Contacts]. You can switch to these two pages by tapping the tab. 

 

  Search Bar- Type in the keywords to search for contact information.
Index List- Click on the index character or scroll the index list to view the contact and its card image.

 Advanced Function- Export card information, send e-mails/text to the contact and categorize/delete contacts information.
 Switch Category- Open the category list to switch the category and edit cards information.
 Camera- Use camera to add cards.
 Add Contacts- Choose the way to add cards.
 Update- Update the information between [My Favorites] and [Public Contacts].
 My Favorites- The cards in this area is for personal use and can be updated to [Public Contacts] automatically or manually.
 Public Contacts- The cards in this area is for all users to use. You need to log in online so as to have the access to [Public Contacts].

Tap Advance Function at [My Favorites] or [Public Contacts], the functions below will be valuable:
 Select All- Click this button to select all the options.
 Export card information- Export the selected card information to the Phone Contacts or Gmail Contacts.
 Edit Category- Categorize for the selected cards.
Copy to My Favorites- Copy the card information in [Public Contacts] to [My Favorites].
 Send E-mail- Send e-mails to the selected contact.
 Text- Send text messages to the selected contact.
 Trash Can- Delete the selected cards.

Tap the function button of android phone to open the menu:
  Setting- Adjust user settings and edit account information.
 Help- Open this manual.
 About- Show the version of this APP and send feedback.

Return to Menu





Add Business Card

Click  to add contact by selecting pictures from Camera, existing photo, eSignature, creating manually.

 

a. Create Contacts from Camera
 b. Create Contacts from Existing photo
 c. Create Contacts from dock mode
d. Recognize eSignatures
 e. QR Code
f. Create Contacts Manually

 

 

    a. Create Contacts from Camera

    1. Click in [My Favorites] and choose [Camera] from the list or click .
    2. Rotate your mobile phone to landscape mode and make sure the business card image is fully loaded in the screen.

    Tip: If the text in your business card is vertical, please also rotate your mobile phone to landscape mode to capture the image.

    3. Get the camera to focus the image by tapping the screen.

    Tip 1：Tap can use macro function and tap is to open the auto focus function.

    Tip 2：Tap Image Process to twist and lighten the photo automatically. : No image process.  : Twist the photo.  : Lighten the photo.

    Tip 3：Tap flash mode(where exists) to select Auto , On or Off to get clear light.
    Tip 4：    Tap or to rotate the image.



    5. Select the recognition language. This version supports Traditional Chinese, Simplified Chinese, English, Hong Kong, Japanese, Korean, French, German, Italian, Spanish, Spanish (Mexico), Portuguese, Portuguese (Brazilian), Dutch, Polish, Hungarian, Czech, Slovak, Russian, Turkish, Danish, Finnish, Greek, Swedish and Norwegian.

    6. Tap the [Done] button to start recognizing the card image. If you want to recognize the back side of the business card, just tap to capture the back side image and the information on it will be recognized. Also, If you want to capture more images, just tap to take the next card's photo.

     Tip: The number beside [Done] displays how many card images have been recognized but unedited.

    7. When the recognition process finishes, you can view and edit the contact information.



    8.     Click [Done] and the contact information will be saved in [My Favorites].

     

     




    b. Create Contacts from Existing Photo

    1. Click in [My Favorites] and choose [Choose existing photo] from the list.
    2. Choose a business card image from the album and preview it.

    Note: The chosen image has to be in jpg format.

    Tip： Tap or to rotate the image.

    3. Click [Image Process] to twist and lighten the card image.

    4. Select the recognition language. This version supports Traditional Chinese, Simplified Chinese, English, Hong Kong, Japanese, Korean, French, German, Italian, Spanish, Spanish (Mexico), Portuguese, Portuguese (Brazilian), Dutch, Polish, Hungarian, Czech, Slovak, Russian, Turkish, Danish, Finnish, Greek, Swedish and Norwegian.

    5. Tap the [Done] button to start recognizing the card image.
    6. When the recognition process finishes, you can view and edit the contact information.

    7. Click [Done] and the contact information will be saved in [My Favorites].

    c. Create Contacts from dock mode

    1    . Tap and choose [Dock mode], this mode needs to use with [WorldCard Mobile Phone Kit] product.
    2.     Put your Android phone on the phone stand. WorldCard Enterprise APP will detect the QR Code pattern on the business card stand. Once the app sensed it, the system will ask you to put in the card. When you put a business card on the card stand, the app will capture it automatically.

    3. If you selected [Single Side Recognition Mode], the capture process is already finished. Yet, if you selected [Double Side Recognition Mode], the system will remind you to capture the back side image Removing the card off of the card stand will alarm the app again for your next business card or the back side of your current business card.

     4. Tap [Done] icon to start recognizing the card images. If you want to continue to capture more cards, please remove the initial one off of the card stand. When the app detects the QR Code, it will ask you to put on another one to capture it.

     5.     After the recognition of the card, you can tap [Card Holder] to find the recognized and unverified contacts in the list mode.



    d. Recognize eSignature

    1. Open any document with email signature information (ex. Gmail).  

    2. Select and copy the text that you want to recognize in the email signature area.  

    3. Open WorldCard Enterprise app and click  . Choose [eSignature] in the list.

    4. Tap the [Recognize] icon. the system will recognize the text you have chosen and then automatically build the contact information according to the attribute of each column.



    5. When the recognition process finishes, you can view and edit the contact information.

    6.     Tap [Done] and the contact information will be saved to [My Favorites].



    e. QR Code

    1. Tap and choose [QR Code], the camera will be opened.
    2. Focus the camera to the QR code you want to scan, the app will auto scan and recognize the contact information.

    3. Tap [Done] and the contact information will be saved to [My Favorites].



    f    . Create Contacts Manually

    1. Tap in [My Favorites] and choose [Add a contact manually] from the list.

    2. Fill in the contact information in each field.

    3. Tap [Done] and the contact information will be saved to [My Favorites].

    Tip： If you want to add a new contact who share the same company information with the other contact, please long-press the other contact's information in the contact list and choose [Add a card from the same company]. The system will open a new editing page and enter the related company information in the corresponded columns automatically. After filling other information fields, click [Done] to finish editing.

     

     

    Return to Menu

     

     

     

Update Card Information

WorldCard Enterprise provides automatic update system. Every added or edited contact information in [My Favorites] will be updated to [Public Contacts]. On the other hand, the information edited in [Public Contacts] will be instantly updated to [My Favorites] as well. When you add cards in [My Favorites], the unuploaded icon will show in the contact list. You can wait fot the system to update automatically or click to update the information manually.
When starts to rotate or the number is changing, these mean the system is conducting the update process. When the process finishes, a update success message will appears and will disappear from the contact list.






Return to Menu

 

 

Category Management

You can add, edit and delete card category in [My Favorites]. you can also switch the category in [My Favorites] to view business cards.

 

a. Add Category
b. Edit Category
c. Delete Category
d. Switch Category
a. Add Category

1. Click the category name or the button to enter the category list.

2. Click beside the root category to open the sub-category list.

3. Click below the list and enter the new category name in the opened window. Click [Done] and the new category can be found in the category list.

Note： You can only add sub-category in the category of root category.




b. Edit Category

1. Click the category name or the button to enter the category list.

2. Long-press on the category name you want to edit and choose [Edit the category] to rename the category.



3. Click [Done] and the newly edited category can be found in the category list.



c. Delete Category

1. Click the category name or the button to enter the category list.

2. Long-press on the category name and choose [Edit the category].

3. Click [Delete] to remove the category from the list.

Note： You need to clear all the sub-categories and contacts information from the category before deleting it.




d. Switch Category

1. Click the category name or the button to enter the category list.

2. You can click the root category to view its card information or click beside it to click on sub-categories and view the cards inside. 


Return to Menu








Categorize Business Card


1. Click at the upper-left corner of [My Favorites] page and check one or several contacts. 



2. Click at the upper-right corner to open the category list.

3. Click the category you want then the contact will be sorted to the category you clicked.
 
Tip： Long-press the contact in the contact list and choose [Select target group] can also change the cards' categories.

 

Return to Menu





Application in Public Contacts


Category Shortcut

You can add the categories in [All Categories] to [Category Shortcut] in [Public Contacts] page so as to view the frequent-used categories and contacts information immediately.

1. Click the category name or the button in [Public Contacts].

2. Long-press the category name and choose [Add to Category Shortcut], then the selected category will be shown in the category shortcut.








Add Card to My Favorites

If you have enough permission, you can copy other users' cards information to [My Favorites] for quick access to the information or offline usage.

1. Click the category name or the button in [Public Contacts].

2. Click the category and enter to its contact list.



3. Long-press a contact information and choose [Copy contact(s) to My Favorites]

4. After selecting the category, the contact will be sorted directly to the category you selected in [My Favorites].






Add Category to My Favorite Categories

In [Public Contacts], you can add the category not only to the category shortcut but also to [My Favorite Categories].

1. Click the category name or the button in [Public Contacts].

2. Tap beside the category name and make it turn into , then you can view the category in [My Favorites] category list.



Note： The system will only add the category you clicked. If you want to add the sub-category, you have to clickand enter the sub-category list to click its star icon.




Return to Menu







Edit and Use Card Information

 

Edit Contacts Information

1. Click the contact in the contacts list to enter its contact information page.

2. Click [Edit] at the lower-right of the page to edit the contact's information, such as profile photo, name, job title, company address, fax, telephone, E-mail, websites, notes, etc.

3. When you finish editing, click [Done] and the system will save the edited result.

Tip： You can also long-press the contact in the contact list and choose [Edit contact info] to open the editing page.

 

 

Use Contact Information

1. Click the contact in the contacts list to enter its contact information page.

2. You can click the icons beside the contact's information, such as click to make phone call, send text message, send E-mail, search for the address, open the website.





 Contact Information Application

1. Click at the upper-left corner of [My Favorites] and check one or several contacts.

Tip： You can click to select all contacts.

2. After selecting the contact, you can click one of the following buttons at the bottom of the screen:

Export the selected contact information to Phone Contacts or Gmail Contacts.

Send e-mail to the selected contact.

Text to the selected contact.

Delete the selected contact.

Tip： You can also long-press the contact in the contact list and choose [Export] or [Delete contact] to export or delete the contact's information. 

 

 

Return to Menu

 

 

 

Setting

 

User can tap  and enter into the setting page to adjust their login information and usage habit.

Account setting： In this section, you can log out your account, edit the server URL and change the password.

Network setting： If you check [Auto update], the system will update the information in [My Favorites] to [Public Contacts] automatically. Uncheck the option, then you need to update the information manually. If you check [Login/ Update via WiFi only], then you will need to log in or update information under WiFi environment.

General： You can set "Name", "Company", "Date: New-> Old" or "Date: Old -> New" to be the sort order of the contacts. As for indet mode, there are "Pinyin", "Zhuyin" and "Stroke" for you to choose.

Dock mode: You can choose to take picture manually or automatically when using dock mode.

WCXF： Click [Import WorldCard file(.wcxf)], you can import the wcxf files in your mobile phone to WorldCard Enterprise app.

 

 

Return to Menu

 

 

 

Offline Usage
  • You can use WorldCard Enterprise offline when the URL is wrong or no Internet around. However, the system will need you to enter the same account and password as the last time you entered for the verification.


  • The system will base on the actual Internet condition and users' Internet condition setting to log in to the server automatically.


  • While using WorldCard Enterprise app, if the Internet has been shut down or the system can't connect with the server, the system will maintain the same status but the function of the Internet  and server will be suspended.


 

Return to Menu

 

 

 

 

2015/04/15