WorldCard Enterprise for Android User Manual

 

WorldCard Enterprise provides personal platform for managing business cards. In [My Favorites] area, users can add and use contact information from business cards. Also, users can build their own category system for managing the contacts, and every information that added or edited in [My Favorites] will be uploaded to [Public Contacts]. Through the update mechanism, you can share your contacts information with other users and get theirs information immediately to update and enlarge your contacts database.

 

User Interface Introducing
 Add Contact
 Edit Contact Information
 Contacts Category Management
 Use the Public Contacts
 View and Use the Contact Information
 Settings
 Offline Mode

 

 

User Interface Introducing

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

When you log in to WorldCard Enterprise app, you will enter the [My Favorites] area. All your personal contacts will be listed here. 

  1. Contacts list - Tap on any contact to see the detail information.
  2. Switching contact category -  Tap the category name to open the category list, you can switch to other categorys to view, or edit the category list.
  3. Using Camera to Shoot Business Card - Add a contact by taking a photo.
  4. In other ways to add contacts - Choose other ways to add contacts.
  5. Select contacts - Tap to select contacts.
  6. Sync with server - Update the information of [My Favorites] and [Public Contacts] with the server.
  7. Search contacts - Type in the keywords to search contacts.
  8. My favorite -  The contacts in this area is for personal use and can be updated to [Public Contacts] automatically or manually.
  9. Public contacts -  The contacts in this area is for all users to use. You need to log in online to access.
  10. Settings - Adjust user settings and edit account information.
  11. Index -  Click on the index character or scroll to quickly find the contacts.

 

Beck to menu

 

 

Add Contact

WorldCard Enterprise app provides various ways to add contact:

Using Camera to Shoot Business Card
 Shooting Business Card via Dock Mode
 Scanning the Contact's QR Code
 Import WorldCard Exchange File(*.wcxf)
 Manually Establish Contacts
 Add Contacts From the Email Signature
 Add Contacts From Picture

 

  1. Using Camera to Shoot Business Card

    1. Click in [My Favorites] to open the camera, and rotate your mobile phone to portrait or landscape according to the business card, also make sure the business card is completely being in the shooting area.

Tips: Tap can use macro function, tap is to enable the auto focus. Tips: Tap Image Process to twist and lighten the photo automatically; will not process any image enhancement; will only twist the image; will only lighten the image. If your phone has flash light, tap the flash button to turn the flash on, or tap set it as auto, or tap to disable the flash.

    1. Choose correct recognition language, and tap [Done] to start recognizing. If you want to recognize the back side of the business card, just tap to capture the back side image. Also, If you want to capture more images, just tap to shoot another card. The number in the upper right corner of indicates how many business cards have been taken.

    1. You can view and edit contact details after recognition.

    1. Tap to save the contact to [My Favorites].

 

  1. Shooting Business Card via 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. You can tap to swap [Single Side Recognition Mode] and [Double Side Recognition Mode]; If you choose [Double Side Recognition Mode], the avatar in the middle of screen will become to remind you to capture the back side image.

    4. Tap [Done] icon to start recognizing the card images. If you want to continue to capture more cards, please remove the previous card off the card stand and put on another one to capture it.

    5. After the recognition, the contact information will be saved to [My Favorites].

 

  1. Scanning the Contact's 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] to save the contact to [My Favorites].

Back to [Add Contact]

  1. Import WorldCard Exchange File(*.wcxf)

    1. Tap at the bottom right of the main page to enter the setting page, and choose [Import WorldCard Exchange File (*.wcxf)].

    2. Select the file you want to import to start importing.

 

  1. Manually Establish Contacts

    1. Tap and choose [Add a contact manually].

    2. Fill in the contact information in each field.

    3. Tap to save the contact to [My Favorites].

Tips: If you want to add a new contact from the same company information with the other contacts, please hold-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 automatically. After filling other information fields, tap to save the contact.

 

  1. Add Contacts From the Email Signature

    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 tap  in [My Favorites]. Choose [eSignature] in the list, your copy of email signature information will be automatically pasted to the editorial area.

    4. Tap icon. the system will recognize the texts you copied and then automatically save the contact information, you can view and edit contact details right away.

    1. Click to save the contact to [My Favorites].

Note: If the pasted signature was mess, please adjust the paragraphs before recognizing.

 

  1. Add Contacts From Picture

    1. Tap and choose [Add a contact manually].

    2. Select an existing card image in a mobile phone and preview the image.

Note: The selected business card image has to be jpg format.

Tips: Click or rotate the image. Click [Image Process] to twist or lighten the card image.

    1. Select the recognition language and click [Recognize] to identify the name card.

    2. You can view and edit contact data when the recognition is complete.

    3. Click to save the contact to [My Favorites].

 

Back to menu

 

 

Edit Contact Information

  1. Edit Text Information

    1. After you add a new contact by shooting or your contacts information has changed, you will need to edit your contacts information; Please tap the contact you are going to edit to enter the detail information page, and tap icon on the up-right corner, and then choose [Edit]] to enter editing page.

    1. In the editing page, tap / to add/delete any field, also you can change the field label, E.g. you can change the phone number from [Home] to [Office].

    2. If there is a field information didn't be recognized, you can tap on the up-right of the screen to open Partially Select function, at this time you can use two fingers to enlarge the picture, and then move and scaling the orange frame on the image to select the information you want to recognize, after that, choose the recognize language at the bottom, and tap on the up-right corner, many kinds of fields will be listed for you to choose what field does the partially selected information belongs to, and then WorldCard Enterprise app will recognize and enter the information into the filed you decide automatically.

    1. If you are willing to partial the information at the back side of the card, just tap icon to change to back side card image.

    2. After editing, please remember to tap [Save] to save changes when you press back button.

  1. Categorize Your Contacts

    2. There is a [Category] item at the bottom of contact information page, tap it then you can modify this contact's category.

  1. Edit Card Image

    1. Tap a contact to enter information page, and tap the card image to enter card image viewing mode. Here you can rotate the image,  refresh or add back side card image.

    2. In the image process page, you can tap to lighten the image to make the texts become more recognizable, and move and scaling the orange frame in the image to select the card, and then tap to cut off the extra parts outside the card image, after that, tap to save the changes.

    3. If the contact has no card image, tap the avatar can add a card image for this contact.

 

Back to menu

 

 

Contacts Category Management

By creating different kinds of category, you can categorize your contacts for better management. Tap the category name on the up-left corner of main screen to open the category list.

  1. Add New Category

    2. Tap next to the main category to open sub-category. Tap icon to enter the new category name, and then tap [OK] to save.

  2. Modify/Delete Categories

          Hold-press a category, and choose [Edit the category] to rename the category. Click [Delete] can delete the category from the list.

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

  1. Change Contacts' category

          Tap on the top-right corner of [May Favorite], and tick one or many contacts, then tap on the top-right corner, and select [Change category], and then choose the category you want to change to change.

Tips: Hold-press on a contact in the contact list, and select [Select Category], can change the category of this contact, too.

 

Back to menu

 

 

Use the Public Contacts

  1. Category Shortcut

You can add the [Category Shortcut] from [All Categories] of [Public Contacts] to view the commonly-used categories and contacts information immediately.

  1. Click the category name in [Public Contacts] to open category list.

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

 

  1. Add Contacts to My Favorite

If you have permission, you can copy other users' cards information in [Public Contacts] to [My Favorites] for quick access to the information.

  1. Click the category name in [Public Contacts] to open category list.

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

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

  4. After selecting the category you need, the contacts will be shown in that category in [My Favorites].

  1. Add Category to My Favorite

In you can add the category shortcuts from [Public Contacts] to [My Favorite Categories].

  1. Click the category name in [Public Contacts] to open the category list.

  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 selected. If you want to add the sub-category, you have to click and enter the sub-category list to tap on

 

Back to menu

 

 

View and Use the Contact Information

After establishing your own contacts, you can review and use these contact information anytime.

  1. If you have lots of contacts, you can use the full text search function on the top on screen to find your data, you can enter any keyword of any field, and it will list all the results.

  2. When you review the contact information, you can tap the following icons to trigger the related functions:

    1. Phone: Tap to call this contact or tap to send text.

    2. Email: Tap to send Email to the contact.

    3. Address: Tap to open the map to search the contact's address.

    4. Web Page: Tap to open the contact's web page.

  1. If the contact's card  has double sides information, tap to switch the card image to the other side.

  2. Tap on the up-right corner, and tap [Search on Social Network], can search this contact on social networks.

  1. Also when in the main page, you can tap icon to select the contacts, and then tap / to send Email or text to the selected contacts, you can also tap to modify the contact's category or tap to share the contacts information to other people.

  2. Tap icon to delete the contacts; If you want to export the contacts, please tap .

 

Back to menu

 

 

Settings

Tap at the bottom right of the main page to enter the setting page.

 

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

  1. Network setting: If you enable [Auto update], the system will update the information in [My Favorites] to [Public Contacts] automatically, and please manually update the information if you disable. If you eable [Login/ Update via WiFi only], then you will need to log in or update information under WiFi connected.

  2. General: You can set "Name", "Company", "Date: New-> Old" or "Date: Old -> New" to be the sort order of the contacts. As for index mode, there are "Pinyin", "Zhuyin" and "Stroke" for you to choose. If you use dock mode to take pictures, you can set auto or manual way to take pictures here.

 

Back to menu

 

 

Offline Mode

The system will base on the actual Internet condition and users' Internet condition setting to log in to the server automatically. You can use WorldCard Enterprise offline when the URL is wrong or no Internet access.

However, the system will need you to enter the same account and password as the last time you entered for the verification.

 

Back to menu

 

 

2018/03/28