WorldCard Mobile User Manual

 

User Interface Introducing
Add Contact
Edit Contact Information
Contacts Category Management
View and Use the Contact Information
Reminder
Advanced Functions
Settings

 

 

User Interface Introducing

  1. Contacts list
  2. My favorite
  3. Shooting contact cards
  4. In other ways to add contacts
  5. Search contacts
  6. Switching contact category
  7. Select contacts
  8. Advanced Functions
  9. Index

 

Return to Menu

 

 

Add Contact

WorldCard Mobile provides many ways to add contact:

Using Camera to Shoot Business Card
Shooting Business Card via Dock Mode
Scanning the Contact's QR Code
Import Contact File
Manually Establish Contacts
Add Contacts From the Email Signature
Add Contacts From Picture

 

  1. Using Camera to Shoot Business Card

    1. After tapping the icon on the main page to launch camera, please check the mode is selected on [Handheld] mode.

    2. Next to the camera icon is the [Recognize Language] option, tap it to select the language you want to use first, and then rotate your mobile phone to portrait or landscape according to the business card, and make sure the business card image is fully loaded in the screen. Shoot above the business card and try to avoid shadows as possible, and then tap to shoot.

    1. There are Flashlight , Lighten , Auto Crop functions on the screen for you to choose to turn on/off the flashlight when shooting, or lighten the picture automatically to make the texts become more recognizable, or auto crop the part outside of the business card.

    2. After shooting, you will see the result with lighten and cropped in the next step, you can also tap to rotate the picture, if you are not satisfied with result, please tap to shoot again.

    3. If the back side of the card also has information, you can tap to add the picture of back side, then turn the card to the back side and remember to choose the correct language for recognize before shooting.

    4. If you have lots of cards to be managed, after shooting the first card (include back side), you can tap to do batch shooting for you to shoot all the cards in one time and then do the recognition in the end.

    5. Final step, tap to start recognition, and then you will see the contacts appeared in the list.

Return to [Add Contact]

  1. Shooting Business Card via Dock Mode

  2. If you have WorldCard Mobile Phone Kit, please tap to launch camera, and slide the mode to [Dock], and then just put you phone on the dock to shoot. About the product overview of WorldCard Mobile Phone Kit, please refer to: http://www.penpower.com.tw/product.asp?sn=715

  3. Scanning the Contact's QR Code

  4. Tap the icon to launch the camera, and slide the mode to [QR code] , and let the camera point to the QR code you want to scan, WorldCard Mobile will focus and recognize it automatically. If the shooting environment is too dark, you can tap to enable the flashlight lights constantly.

  1. Import Contact File

    1. Tap the icon on the main screen, and choose [Import File] to choose to import the contacts in the phone, or import the contact files from the local storage or cloud storage. Tap to start importing after you select the files.

    2. The file formats that WorldCard Mobile supported are: WorldCard Exchange File (*.wcxf) and vCard file(*.vcf). When you choose to import from local storage, WorldCard Mobile will search and list all the usable files. Moreover, the first time you choose to import from cloud storage, it will ask you to enter the account/password of the cloud storage to access.

  2. Manually Establish Contacts

  3. Tap the icon on the main screen, and choose [Manually Enter] to enter the contact's information, and then tap icon on the the up-right corner to save.

Return to [Add Contact]

  1. Add Contacts From the Email Signature

    1. Please select and copy the contact's Email signature in the Email first.

    1. Open WorldCard Mobile, and tap icon on the main screen to choose [Email Signature] , the Email signature will paste into the WorldCard Mobile automatically, and then tap to start recognizing.

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

  1. Add Contacts From Picture

  2. Tap icon on the main screen to choose [Add Contact from Album], and select the card images you want to add, and then choose the recognize language on the top of the screen, and then tap to import and recognize, after that, tap icon on the up-right corner to save.

 

Note: After adding new contacts, you can still add/change the contact's card image and partial the information on the card image to recognize, and also add notes for the contact. Please refer to the next chapter for more details.

 

Return to Menu

 

 

Edit Contact Information

  1. Edit Text Information

    1. After you add a new contact by shooting or your contacts information have 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.

    2. If you use the way of batch shooting/loading multiple card images to add contacts, you will see a mark on those contacts which mean the contacts information has not been verified, and you can just tap them to enter the editing page to confirm.

    3. When you tap the field you want to edit, the original image area which belongs to that field will appear on the top of the screen for you to double check,  please note this feature only available on the contacts which are added by shooting via this mobile device, it is not available if the contact is imported from somewhere else.

    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], moreover you can tap on the up-right of the screen to open the menu, and then tap to change the card image.

    2. If there is a field information didn't be recognized, you can tap on the up-right of the screen to open the menu, and then tap to open partially select function, at this time you can use two fingers to enlarge the picture, and then move and scaling the green 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 Mobile 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 top to save。

  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. her you can rotate the image,  refresh or add back side card image, tap icon can delete the image or choose [Image Process].

    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 green 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 can add a card image for this contact.

 

Return to Menu

 

 

Contacts Category Management

By creating many kinds of categories, you can categorize your contacts for better management. Tap icon on the up-left corner of main screen to open the category menu.

  1. Add New Category

    Tap on the category menu to enter category setting page, and tap icon to enter the new category name, and then tap [OK] to save.

  2. Modify/Delete Contacts

In the setting page, tap a category can edit the name, and also you can hold the to drag to change the category's order, or tap to delete a category.

Note: If you delete a category, all the contacts in that category will become [Other Contacts].

 

Return 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 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.

  1. When you put your phone horizontally, the screen will automatically switch to [Cover Flow Mode] for you to easily look up the contacts by flipping images, you can slide the card images or the index bar on top to find contacts, and there are   [Call], [Send Email] and [Open the Map of Contact's Address] function buttons at the bottom-right corner for you to use.

 

  1. Tap icon on the up-right corner of the screen to add note for this contact, and then tap to insert the current date for you to do a record. In addition, tap icon to open the menu for you to search the contact on social websites, or share the contact information to other people, also you can edit/delete the contact information or recognize it again.

  1. If a contact is your closed friend or the person you contact very often, you can tap to add this contact into your favorite list. In the Favorite list, you can tap to call immediately, or tap to sort the favorite contacts to put the most used contacts to the top, or tap to search contacts.

Tip: Tap again to remove the contact from the favorite list.

  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 open the menu of deleting or exporting the contacts.

 

Return to Menu

 

 

Reminder

WorldCard Mobile provides Reminder function, which can help to remind you to regularly back up your data, remind you on the birthday or anniversary of each contact, and remind you to contact your newly added contacts。

Whenever there is any reminder, there will be a notification icon with digit appear on the up-right menu button of main page, please tap the [Reminder] item in the menu to check the reminder. If you want to close any reminder, just tap theon the right side.

Please refer to [Settings] to set up your reminders.

 

Return to Menu

 

 

Advanced Functions

Please tap icon on the main screen to open the menu, then you can use the following functions:

  1. Unverified Contacts

  2. If you use the way of batch shooting/loading multiple card images to add contacts, those contacts' data will be unverified, this function will list all the unverified contacts for you to check. There will be a mark on the unverified contact.

  1. Duplicate Contacts

  2. This function will list all the contacts which have the same Name and Company Name, or having the same Name and Email for you to delete or combine them.

  1. Contacts Have the Same Name

    This function will list all the contacts which have the same Name for you to delete or combine them.

  2. Recent Contacts

  3. Here will list the contacts up to 30 that you recently contacted for you to reach them again easily.

  4. Nearby Contacts

    Here will list all your contacts and the distance of contact address with your current current location.

    Tap any contact to display that contact's location on the map, click if contact on the map can start navigation.

    Tap on the upper-right corner to go back to your current location.

  1. Backup/Restore

  2. Please remember to backup your data regularly to ensure the data's safety, you can choose to save the backup file to local storage or cloud storage like Dropbox and Google Drive.

    If you are going to save the file in the local storage, just tap [Start to Backup] to continue; if you choose to save in cloud storage, then it will start to back up after you enter the account/password of the cloud storage.

    If you got backup files in the cloud storage, you can download the file back anytime even you change to a new phone; if you save it in the local storage, just transfer the file to your new phone, you can also restore it on the new phone.

 

Return to Menu

 

 

Settings

Please tap icon on the main screen to open the menu, and tap [Settings].

  1. Contacts Display

  1. Dock Mode

  1. Reminder

  1. Information Management

Reminder: Only the contacts added through the app will be automatically saved to the system contact; the contacts from other sources (such as wcxf files), need to be saved by export method to accomplish.

 

Return to Menu

 

 

2022/03/23