WorldCard Mobile Help

WorldCard Mobile can capture and recognize information from business cards and also export the recognized information to iPhone Contact and cloud services. You can save business card information in card holder by using Dock mode with WorldCard Mobile Phone Kit, which is able to capture your business cards' images automatically. Or you can add contacts either through the photo taken by the built-in camera, through photo available in albums, from e-mail signature, from QR codes, or import wcxf files from the cloud service. Moreover, WorldCard Mobile allows you to synchronize or exchange contacts' information with other platforms via Gmail Contacts or cloud services so you can manage and share your information instantly.  

 



Card Holder

Add Contacts into Card Holder

Edit Recognition Results

View and Use Contact Information

Edit and Use the Recognition Result in Card Holder

Cover Flow Mode

Groups

Select Multiple Contacts

Export to the cloud  

Settings


Card Holder

WorldCard Mobile's Card Holder function helps you to add, use, manage, and export contacts. Tap CardHolderon the app's main screen to launch Card Holder. It has two view modes: List Mode and Cover Flow.

List Mode

Tap the
CardHoldericon in the main screen and you will be taken to the List Mode right away. Contacts are sorted alphabetically and displayed on the screen.

Text Mode

home iconHome - Tap to return to the app's main screen.

all- Display the current group's name.

empty.pngAdd Contacts into Card Holder - Tap to select a way to add contacts into Card Holder.

group iconGroup - Tap to view the contacts in different groups or view all of the contacts in WorldCard Mobile and edit them. Log into your Gmail account to create a Gmail Contacts group. This group will be synchronized with your Gmail Contacts on the web.

tool iconSelect multiple contacts - Select multiple contacts to save them to cloud services, move to another group, delete them, export them, or send email/messages to them.

tool iconImport from cloud - Import contacts from iCloud or Dropbox.

allGmail Contacts Sync - Once you log into your Gmail account, WorldCard Mobile will synchronize with your Gmail Contacts automatically. You can also tap this button to synchronize immediately.

search_textSearch contacts - Enter keywords to search contacts.

Index bar - Tap on any character to quickly find the contact you want to view.

Note: In the list mode, the contact with a Captureicon means the contact is unverified. You can also find the unverified contacts in the [unverified] group






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Add Contacts into Card Holder


Choose one of the following methods to add contacts into Card Holder.

a. Create Contacts from Dock Mode
b. Create Contacts from Camera
c. Create Contacts from Albums
d. Recognize Email Signatures
e. Recognize QR Code
f. Import from iPhone Contacts
g. Import from the Cloud
h. Gmail Contacts Sync

a. Create Contacts from Dock Mode

1.     Tap Captureon the main screen or tap camerain the Card Holder to select [Dock Mode].

Tip:

1.     Tap Captureto turn on the flash function, or tap to turn on the photo enhancement function.

2.     Tap Captureto select [Single Side Recognition Mode] or [Double Side Recognition Mode]. With Double Side Recognition Mode, WorldCard Mobile helps you to capture the contact information on the front and back side of a business card.

3.     Select a proper recognition language in the lower-left corner of the screen. This version supports English, Traditional Chinese, Simplified Chinese, Japanese, Korean.

    1. Put your iPhone on the phone stand. WorldCard Mobile 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.

Capture


Notes:
1.) Please take snapshots in good lighting conditions and reduce or eliminate light reflection and casting shadows. If you are in a low-light condition, please tap the flash button to enable the flash function. (Tap it again to disable the flash function).

2.) Tap on the screen to focus if you found the camera preview was out of focus.

3.     If you selected [Single Side Recognition Mode], the capture process is already finishes. 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 the [Done] icon to start recognizing the card images and edit the unverified contacts in Card Holder.

 

b. Create Contacts from Camera

5.     Tap Captureon the main screen or tap camerain the Card Holder to select [Take Photo].

Capture

6.     Tap Captureto turn on Anti-Shake Mode, tap Captureto turn on the flash function, or tap to turn on the photo enhancement function.

Notes:
1). When photographing your business card, use the small business card image in the center of the preview window as a guide for proper orientation.
2). You can rotate iPhone sideways to make sure the whole business card image is completely in the frame area.
3). Please take snapshots in good lighting conditions and reduce or eliminate light reflection and casting shadows. If you are in a low-light condition, please tap the flash button to enable the flash function. (Tap it again to disable the flash function).

7.     Tap camerato take a photo of the business card and preview the image.

8.     In the preview frame, you can:

·         Tap or to rotate the image.

·         Select a proper recognition language in the lower-left corner of the screen. This version supports Traditional Chinese, Simplified Chinese, English, Japanese and Korean.

 

9.     If you are not satisfied with the image quality, you can tap [Back] to retake a photo.

10.   Tap the [Done] icon in the upper-right corner of the screen to start recognizing this card image and edit it when necessary. If you want to recognize the back side of the business card, just tap icon to capture the back side image and the contact information on it will be recognized also. If you want to recognize more images, just tap icon to recognize next business card.

Note: You can find the unverified contacts in the [unverified] group. Tap to edit and move these contacts to another group.

 

c. Create Contacts from Albums

11.   Tap Select Photoon the main screen or tap camerain the Card Holder to select [Choose Existing Photo].

12.   Choose a business card image from albums and preview the image.

13.   In the preview frame, you can:

·         Tap or to rotate the image.

·         Select a proper recognition language in the lower-left corner of the screen. This version supports Traditional Chinese, Simplified Chinese, English, Japanese and Korean.

 

14.   If you are not satisfied with the image quality, you can tap [Back] to retake a photo.

15.   Tap the [Done] icon in the upper-right corner of the screen to start recognizing this card image. If you want to add the back side of the business card, just tap icon to choose the back side image and the contact information on it will be recognized also. If you want to recognize more images, just tap icon to recognize next business card.

Note: You can find the unverified contacts in the [unverified] group. Tap to edit and move these contacts to another group.




d. Recognize Email Signatures

    1. Open any document with email signature information (ex. E-mail).
    2. Select and copy the text that you want to recognize in the email signature section.

help_signature_sample

18.   Return to WorldCard Mobile and tap the help_signatureicon or tap camerain the Card Holder to select [Signature].

19.   Tap the [Recognize] icon. WorldCard Mobile will recognize the text you have chosen and then automatically build the contact info according to the attribute of each column.

Tip: WorldCard Mobile will create a virtual card image for the contact recognized from Email signature.

20.   Tap the [Done] icon and the info will save to Card Holder.

Note: If the contact information is saved in the WorldCard Contacts, you can select to save the contact to iPhone contacts as well.




e. Recognize QR Code


A quick response (QR) code holds a lot of information. WorldCard Mobile can read QR codes on business cards and create new contacts.

21.   Tap help_signatureon the main screen or tap camerain the Card Holder to select [QR Code].

22.   Position the QR code within the green frame and the QR code image will be captured automatically.

help_signature_sample

23.   Tap the [Recognize] icon. WorldCard Mobile will recognize the QR code and sort the information into the proper fields automatically.

Tip: WorldCard Mobile will create a virtual card image for the contact recognized from QR code.

24.   Tap the [Done] icon and the info will save to Card Holder.

25.   If you don't want to save the information, tap [Discard] to give up the recognition result.



Note: If the contact information is saved in the WorldCard Contacts, you can select to save the contact to iPhone contacts as well, and then tap [Merge with the existing contact] to choose an existing contact to merge with.




f. Import from iPhone Contacts

26.   Tap camerain the Card Holder to select [Import from iPhone Contacts].

27.   Select the contacts you want to import into WorldCard Mobile.

Tip: You can select all contacts in a group by tapping Move Group.

28.   Tap [Done] to import contacts.




g. Import from Cloud

Tap in the Card Holder and select a cloud service as the import source: iCloud or Dropbox.



Notes:
1. Only iOS 5 or above supports the iCloud function.
2. Please create an account if you do not currently have one. For iCloud, please go to the [Settings\iCloud] page on your iPhone screen. If you don't have a Dropbox account, please create one first.
3. WorldCard Exchange files are saved in the [WorldCard\DataExchange] folder by default.

 iCloud

29.   Select iCloud as the import source.

30.   Select a .wcxf file from the import file list.
Tip: You can select more than one .wcxf file at one time.

31.   Scroll down to the bottom and tap [Import] to start the import process.

32.   Tap [OK] to exit the import window.

 Dropbox

33.   Select Dropbox as the import source.

34.   Login your Dropbox account and tap [Done].

35.   Select a .wcxf file from the import file list.
Tip: You can select more than one .wcxf file at one time.

36.   Scroll down to the bottom and tap [Import] to start the import process.

37.   Tap [OK] to exit the import window.

 

 
h. Gmail Contacts Sync

38.   Tap groupin the Card Holder or tap settings Settingsto log into your Gmail account.

Main Screen

39.   WorldCard Mobile will add a new group of Gmail Contacts. Then, this group will be automatically synchronized with your Gmail Contacts now and again.

Main Screen

    1. You can also tap on groupin the Card Holder to synchronize right now.

Notes: You have to sign in Gmail account so as to see the groupbutton in the Card Holder.






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Edit Recognition Results


WorldCard Mobile analyzes the business card information and sorts the information into the proper fields. You can edit the recognition result before exporting it to iPhone's address book and/or Card Holder.

          Edit

1.     Tap on any field, and you can edit the content of this field.

2.     When selecting a field, the corresponding image will be shown in the bottom of the screen for easy correction.

Tip: Tap the original image and flick left or right to see more.

Edit

3.     In the field editing screen, tap on the field name can change the field name. Tap to erase the words in this field.

4.     Tap the [Done] icon in the upper-right corner of the screen to save the editing result.

5.     When editing the address information, you can tap on the country field to select a country.

6.     Tap to add a new field and you can freely enter information in the field.

7.     To delete a field, please tap beside the field and tap the [Delete] icon.

Delete

8.     Tap [Add Photo] and then select [Take Photo] to take a photo for this contact, select [From Business Card] to crop the profile photo from the business card, or select [Choose Existing Photo] to choose an existing photo for this contact.

Add Photo

9.     You can tap the [Group] field to select or add a subgroup to sort the business card.

Group

Note: If you set WorldCard Contacts as the current contact's source, you can choose whether to save the contact to iPhone contacts or not.

10.   Tap the [Browse] icon to view the business card photo. You can pinch or double-tap to zoom in and out the photo or rotate iPhone sideways to check the business card. You can also partially recognize the business card by:

a.     Move the point on the upper-left or lower-right corner of the blue frame to select an area.

Partially Recognition

b.     You can also press on the information which has not been recognized or has been recognized incorrectly for 2 seconds, the blue frame will be automatically moved to this area.

c.     Tap the [Recognize] icon on the top-right corner of the screen.

d.     Scroll down or up to choose a field name and recognize the information into your desired field.

Select a field name






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View and Use Contact Information

You can view and use contact information right away after recognition.

         

1.     Card Image: Tap on the card image to view and edit.

2.     Phone Number: Tap a phone number to call the contact person.

3.     Email: Tap the email address to send an email message to the contact person.

4.     URL Address: Tap the URL address to visit the website.

5.     Address: Tap the address to see the map or get directions with Google map. If the contact's address was in the area of China, it will be viewed with Baidu map.

6.     Text Message: Tap Text Message, select a number and then enter your message to send a text message.

7.     Share Contact: Tap Share Contact to share the contact information via email.

8.     Social networking services: Use this contact information to make a quick search of this person on [Facebook], [LinkedIn] or [Twitter].

9.     FaceTime: Tap informationto make video calls with this contact.






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Edit and Use the Recognition Result in Card Holder

You can edit the contact later by selecting a contact in List Mode and then tap [Edit]. If you want to edit contacts in Cover Flow, you can select a contact, tap
information, and then tap [Edit]. Most of the editing methods are similar to the regular WorldCard editing procedure. The additional feature available with Card Holder is:

Delete



2). Tap
Toolin the edit screen and you can see the below options:


3). If you have added the back side of the card, you can tap
trashto switch to the back side of the card image to edit.
4). When editing the image, you can tap
Cutto trim the card image, or tap Cutto sharpen the card image.
5). You can modify the card's image by tapping
rotateto rotate the image.
6). Tap
informationand move the blue frame on the information which has not been recognized or has been recognized incorrectly. Select the recognition language and tap [Recognize] to select a field name; then the recognized information will be added into your desired field.
7). Tap
informationand you can view the modified result or re-recognize the card. If not, simply tap [Back] to return to the contact list of List Mode.





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Cover Flow Mode

Turn the iPhone horizontally to browse card images in Cover Flow. You can browse the card by flicking through the cards on the screen.

Cover Flow



Tap a contact and then you can view or edit the card image and re-recognize it.

help_single_view






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Groups

Tap
groupto view the contacts in different groups or view all of the contacts in WorldCard Mobile and edit them. The Gmail Contacts group is available when you log into your Gmail account.



Note1: The group names which display in gray are default and cannot be edited or deleted.
Note2: Only [Gmail Contacts] group can be synchronized. The contact information of [WorldCard Contacts] and [Unverified] group will not be synchronized.






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Move and Delete Multiple Contacts

Tap group iconin the Card Holder to select contacts for moving them to other groups or delete them.

Tip: You can select all contacts by tapping Move Group.

1.     Change Group: Select contacts and tap Move Group. Then select the target group to move the contacts to it.

2.     Delete contacts: Select contacts and tap trash. Then tap [Delete Contact] to delete the selected contacts.

 

Send Email or Messages to Multiple Contacts

Tap
group iconin the list view to send email or short messages to multiple contacts.
Tip: You can select all contacts by tapping Move Group.






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Export to the Cloud

Tap
and choose iCloud or Dropbox as the export destination.



iCloud

1.     Tap on the iCloud option to start the export process.

2.     Then the selected contacts will start to export to your iCloud account.



Dropbox

3.     Tap on the Dropbox option.

4.     Login your Dropbox account and start the export process.

5.     Then the selected contacts will start to export to your Dropbox account.



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Export Worldcard exchange file(.wcxf)

WorldCard series, released by Penpower Technology, are business card recognition and contact management products, running on different platforms, ranging from WorldCard (Windows), WorldCard Mac (Mac OS X) to WorldCard Mobile/WorldCard Contacts (iPhone / iPod touch). WorldCard series help users scan, recognize, and save contact information directly into digital database. Let you save your time and manage contact information quickly and easily. To learn more about WorldCard Series,
please click here.

Move Group


The proprietary WCXF (WorldCard Exchange File) format is used for the interoperable interchange of contacts between WorldCard series. WCXF files can be exchanged in three ways: [Export via iTunes], [Export via email], and [Open In]


Note:
1. Only WorldCard Mobile 3.1.0 or later supports the .wcxf format.
1. Only WorldCard Contacts 2.3.0 or later supports the .wcxf format.
3. Only WorldCard (Windows) 6.5 or later supports the .wcxf format.
4. Only WorldCard Mac (Mac OS X) 2.2 or later supports the .wcxf format.


Move GroupExport to iTunes – The new File Sharing feature added to iTunes allows you to easily transfer files between your iPhone and computer. Simply convert your contacts to the .wcxf format and you can directly transfer the .wcxf file between your iPhone and a computer. To convert the selected contacts to a .wcxf file, please

1.     Select the contacts that you want to export.

2.     Tap Move Groupand select [Worldcard exchange file(.wcxf)]

3.     Select [Export via iTunes].

4.     The selected contacts are converted into a .wcxf file right away. The name of this file will include WorldCard and the date, such as WorldCard0106.wcxf.

Important:
iTunes File Sharing requires: iTunes version 9.1 or later, Mac OS version 10.5.8 or later, and iPhone iOS version 4 or later.

Move GroupHow does [WorldCard] or [WorldCard Mac] import the .wcxf file shared via iTunes File Sharing?

 

1.     Plug your iPhone to your computer, launch [iTunes], and select your iPhone from the [Device] section of iTunes.

2.     Go to the [Apps] tab and scroll down. You will see the [File Sharing] section.

3.     On the left side of the screen, please choose [WorldCard Mobile] from the list of supported applications.

4.     The right side of the screen allows you to copy files from [WorldCard Mobile] to your computer. Select a .wcxf file and click [Save to…] to save the file to your computer.
Move Group

5.     Run [WorldCard] or [WorldCard Mac].

6.     Select [Import] / [WorldCard Exchange File].

7.     Follow the import instructions to import this .wcxf file.

8.     Once the import process is completed, you can view the contacts in the .wcxf file in [WorldCard] or [WorldCard Mac] right away.



Move GroupHow does [WorldCard] or [WorldCard Mac] export a .wcxf file to WorldCard Mobile via iTunes File Sharing?

 

9.     Run [WorldCard] or [WorldCard Mac] and select the contacts that you want to export.

10.   Select [Export] / [WorldCard Exchange File].

11.   Follow the export instructions to export this .wcxf file.

12.   Plug your iPhone to your computer, launch [iTunes], and select your iPhone from the [Device] section of iTunes.

13.   Go to the [Apps] tab and scroll down. You will see the [File Sharing] section.

14.   On the left side of the screen, please choose [WorldCard Mobile] from the list of supported applications.

15.   The right side of the screen allows you to copy files from your computer to WorldCard Mobile. Click [Add…] and follow the instructions to add the .wcxf file in your computer to your iPhone.
Move Group

16.   Return to your iPhone. Run WorldCard Mobile.

17.   Select [Settings] \[Import from iTunes File Sharing].

18.   Select the .wcxf file that you want to import into Card Holder and tap [Import]. The contacts in the .wcxf file will then be imported into Card Holder of WorldCard Mobile.




Move GroupExport via email – Convert your contacts to the .wcxf format and export this file via email.

1.     Tap group icon.

2.     Select the contacts that you want to export.

3.     Tap Move Groupand select [Worldcard exchange file(.wcxf)].

4.     Select [Export via email].

5.     The mail app will be launched and the selected contacts will be converted to a .wcxf file and attached to email messages right away. The name of this file will include WorldCard and the date, such as WorldCard0106.wcxf.

Important: The default for the email export is a maximum of 10 records at one time. If you need to export more, then you can select [Export to iTunes].

Move GroupHow does [WorldCard] or [WorldCard Mac] import a .wcxf file?

1.     Open the mail including a .wcxf file and save the .wcxf file to your computer.

2.     Run [WorldCard] or [WorldCard Mac].

3.     Select [Import] / [WorldCard Exchange File].

4.     Follow the import instructions to import this .wcxf file.

5.     Once the import process is completed, you can view the contacts in the .wcxf file in [WorldCard] or [WorldCard Mac] right away.



Move GroupHow does [WorldCard Mobile] import a .wcxf file?

6.     Open the mail including a .wcxf file and tap the attached .wcxf file.

7.     An options window will appear on the screen. Please select [Open In].

8.     Choose the app where you want the contacts to import in the pop-up menu.

9.     The selected app will be launched and the contacts in this .wcxf file will be imported right away.

Note: The .wcxf file cannot be opened in web-mail service.




Move GroupOpen In – Launch the app (WorldCard Contacts, for example) that supports the .wcxf format and import the selected contacts to it at the same time.

1.     Select the contacts that you want to export.

2.     Tap Move Groupand select [Worldcard exchange file(.wcxf)].

3.     ASelect [Open In].

4.     Choose the app where you want the contacts to import in the pop-up menu.

5.     The selected app will be launched and the contacts in this .wcxf file will be imported right away.




Export Card image(.png)

1.     Tap group icon.

2.     Select the card images that you want to export.

3.     Tap Move Groupand select [Card image(.png)].

4.     Select [Export to iTunes] to export the images to iTunes, select [Export via email] to send the imges out via Email, or select [Save image to photos] to save the card images in iPhone.




Export CSV Files

Convert your contacts to different types of CSV files, such as Gmail Contact (.csv), iWork(.csv), and MS Excel 2003 (CSV) via iTunes or Email.

1.     Tap group icon.

2.     Select the contacts that you want to export.

3.     Tap Move Groupand select [Gmail Contact (.csv)], [iWork(.csv)], or [MS Excel 2003 (CSV)].

4.     Select [Export to iTunes] to export the contacts to iTunes, or select [Export via email] to send the contacts out via Email.

Tip:For [Export via email], the mail app will be launched and the selected contacts will be converted to a .csv file and attached to email messages right away. The name of this file will include WorldCard and the date, such as WCM_0201.csv.




Export VCF Files

Convert your contacts to different types of VCF files, such as Entourage 2008 (.vcf), MS Outlook(.vcf), and Mac Address book(.vcf) via iTunes or Email.

1.     Tap group icon.

2.     Select the contacts that you want to export.

3.     Tap Move Groupand select [Entourage 2008 (.vcf)], [MS Outlook(.vcf)], or [Mac Address book(.vcf)].

4.     Select [Export to iTunes] to export the contacts to iTunes, or select [Export via email] to send the contacts out via Email.

Export to iPhone Contacts

1.     Tap group icon.

2.     Select the contacts that you want to export.

3.     Tap Move Groupand select [Export to iPhone Contacts].

4.     Select a group which you want to export contacts into and the contacts will be saved in your phone immediately.





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Settings

In the main screen, tap
Settingsto enter the setting screen.

 

1.     Import contact files: Choose which contact file you want to import. You may choose more than one file at a time. Then, tap [Import] to start importing contact files.

Notes:
1. WorldCard Mobile will automatically filter out contacts without business card images.
2. You need to copy a WorldCard Exchange File(*.wcxf) from your computer to WorldCard Mobile via iTunes File Sharing first before tapping this [Import] button to start importing contact data.






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2014/05/01