WorldCard Cloud FAQ

 

1. How to Scan Business Cards?

Please open the WorldCard Cloud software and log in, and then put the business card to be scanned in the middle of the scanner feeder. Please note that the front of the business card must be placed facing down.

Open the Button Manager of the scanner and right-click on the "Scan To App" item to open the settings.

Choose whether you want to scan single-sided or double-sided business cards, and choose the recognition language to be used. If the front of the business card is Spanish and the back is English, please select Spanish for recognition; if the front of the business card is German and the back is English , Please choose German to identify, and so on.

Then click [OK] to save the settings.

Open BM (Button Manager) again, left-click the "Scan To App" item, and the scan will start.

After scanning, the business card data will be sent to the WorldCard Cloud software for you to proofread.

You can also use the scanning wizard in the WorldCard Cloud software to scan. Please remember to set the recognition language in the scanning wizard before scanning.

 

 

2. How to Add New User Account for Other Colleagues to Use WorldCard Cloud?

Please go to WorldCard Cloud Settings (web version), [Manage Account] page, click on the quick toolbar to add a user account.

Please enter the information in the above fields and check the ability to allow the user to use, such as printing or scanning for colleagues, then click [OK] to complete.

If the user account is created by mistake, if this account has never logged in, you can easily click to delete it. But if this account has already logged in before, it cannot be deleted, you can only click to set this user account as inactive user or suspend user.

 

 

3. How to Share Contacts to colleagues?

The user will only see the contact information which created by self and subordinates. You cannot see the contacts that created by your supervisor or subordinates from the same department or other departments.

If you wish to share contacts with other users, you can select the contacts you want to share and click on the toolbar to share. Or right click the contact and choose [Share to Colleague] to open the list, then you will be allowed to specified users to see the information.

Please sync with WorldCard Cloud server after share. The WorldCard Cloud server will send notification to the users you share to. If you share the contacts under [Shared Contacts], the users will receive the notification immediately.

The users will receive the notification and find the shared contacts data in the category of your name under the [Shared Contacts].

Reminder: When share the information to others, his/her supervisor will see that information as well.

 

 

4. How to Scan Business Cards for Colleague/Boss?

With WorldCard Cloud software on each platform, you can scan business cards for other users. Please refer to the following steps to help your colleague/boss scan business cards.

Operations on PC:

  1. Open WorldCard Cloud Windows or Mac software, and select [Scan business card for colleagues] in the list at left-top corner of main screen, then tick the user you want to scan to, for example you want to scan for colleague (Alex).

  1. After selecting, it will go to the page of scanning for colleagues, then you can start to scan the business cards with the card scanner that are delivered by the colleague (Alex), and the scanned contacts will be categorized as [Other Contacts].
  2. You can directly help the colleague to categorize the contacts, please right click on [All Contacts] to add categories, then drag the contacts to the categories to be categorized and then release it to complete the categorization.

  1. After correction and categorization, click the [Transfer to Colleague] on the quick toolbar to send the scanned data to Alex and complete the task.
  2. The contact data will disappear after sending to Alex, and Alex will receive a message notification. When Alex synchronizes with the WorldCard Cloud server, the contact data you send to him will automatically download it to [My Contacts] for Alex to see the business card you helped him scan.

 

Operations on APP:

  1. Click on the main screen icon, select [Scan business card for colleagues], and select the colleague also the category who you want to scan to, then press in the upper right corner to confirm; here you can tap [Add Category] at the bottom left of the screen to help your colleague to create a new category.

  2. Click the [Camera] button to start taking the photo, and after confirming that the recognitions are correct, tap the in the upper right corner of the screen to send, then you can go ahead to take the next business card.

  3. The contact data will disappear after sending to Alex, and Alex will receive a message notification. When Alex synchronizes with the WorldCard Cloud server, the contact data you send to him will automatically download it to [My Contacts] for Alex to see the business card you helped him scan.

 

 

 

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