1. Open CardScan contact management software
2. On the main menu select 'Edit'
3. Preferences
4. Click on the icon 'Scan'
5. Check the box that says detect cards automatically

Drag and Drop
No business card necessary; just an email or other electronic document.

You can drag and drop entire contacts from other applications and Web sites into CardScan’s List view:

1. Open CardScan and the other application, and size the window to see both simultaneously.
2. Open a CardScan file in List view (where you want to save contact)
3. In the other application, highlight the contact and hold the (left) mouse button down until the curser changes to an arrow and box.
4. Drag the contact onto the CardScan window and release the mouse button. 
5. The new contact is open in the 'Edit view' to make any changes and to verify the contact information.

Quick Search Just type a few letters and the software springs into action. To find contacts using Quick search:

1. Open CardScan software.
2. Click in the QuickSearch text box. CardScan switches to the 'List View'.
3. Type the text you want to find. As you type, CardScan searches the open files and displays the matching contacts in the list.
4. Double-click the contact you want or press Enter to display the first contact in the list.

One-Click Email Select the contacts you want, click the email button and off you go. To send an email to multiple recipients:

1. In List view, select the recipients. By highlighting the contacts (select a group of emails by selecting the contacts holding down the shift key or individual contacts by holding the Ctrl key and clicking on the contacts).
2. Verify that each recipient has a valid email address (using Edit or Summary view).
3. To select all contacts, choose Edit -> Select All.
4. Click the Email button on the QuickAccess Bar, or choose Card -> Send Mail To.
5. CardScan launches your email application and opens a blank pre-addressed message.

1. Display the contact in Edit or Summary view.
2. Click the Categories tab to display all categories.
3. Check off each category to be assigned to the contact. For example, assign categories "Business" and "Associate". 
4. CardScan indicates the assigned categories by displaying their names above the list

1. To print all contacts displayed in List view, choose File -> Print. The Select Cards dialog appears. Click All cards, then Next.
2. To print selected contacts, hold down the Ctrl key, click each card, then right-click and select Print. The Select Cards dialog appears. Click Selected cards, then Next.
3. To print a contact in List view, right-click the card and select Print. The Select Cards dialog appears. Click Selected cards, then Next.
4. To print a contact in Edit or Summary view, choose File -> Print. The Select Cards dialog appears. Click Selected cards, then Next.
5. Click Next. The Choose Format dialog appears.
6. Choose Labels.
7. Click Next. The Choose Page Layout dialog appears.
8. Choose a layout, then click Next. The Select Fields dialog appears.
   • Under Print Fields, check the fields to be printed.
   • Choose a name option: Last Name, First Name or First Name Last Name.
   • (optional) Click Font, choose a font, style and size, then click OK.
9. Click Next. The Print Preview dialog appears.
   • Use the arrows to view the previous or next preview page.
   • To zoom in, click the Zoom dropdown list and choose a zoom level.
10. To choose another paper size, click Print Setup. The Print Setup dialog appears. Choose options and click OK.
11. Click Print. The Windows Print dialog appears.
12. Choose print parameters and click OK.

De-Dupe Resolve conflicting or duplicate information with the Duplicate Wizard. Duplicates Wizard, follow these steps:

1. Choose Card -> Find Duplicates. The Duplicates Wizard starts. It searches for duplicate information and displays the Exact Duplicates screen.
2. View the Exact Duplicates screen. If any Exact duplicates have been found, choose to remove them automatically or to review them first. It is safe to allow the Wizard to delete these duplicates automatically.
3. To proceed to the Compatible Duplicates screen, click Next. To let the Wizard merge the information, click the Merge button. To review the duplicates, click the Review button. The Review Compatible Duplicates screen appears.
4. If merging the information manually, use buttons above a duplicate to act on it as a whole. For example, click the Replace button to make the duplicate your Record to Keep; click the X button to delete the duplicate. When you point at any highlighted field in the duplicate, the Replace button for this field appears, allowing you to work with this field.
5. Click Next. The Conflicting Duplicates screen appears.
6. Click the Review button. The Review Conflicting Duplicates screen appears.
7. Review the Conflicting duplicates to create a reliable Record to Keep. Use the dialog buttons as described in Step 4.
8. When finished, click Close on any of the three "duplicates found" summary screens. The wizard displays the screen summarizing the results.

Sync Up Keep your Outlook/Outlook Express®, Palm®, Windows® mobile device and smartphones up to date and identical.

1. In CardScan, select File -> Data Exchange -> CardScan Synchronization. The CardScan Synchronization dialog appears.
   
   TIP:   If synchronizing CardScan with Palm Desktop, you can open the CardScan Synchronization dialog by the following methods:
   • Open Palm Desktop and choose Tools -> Addins -> CardScan Synchronization
     
     OR
     
     
   • Open Palm Desktop and click the CardScan Synchronization button on the toolbar of Palm Desktop Contacts View.
2. Review the information in the STATUS box to be sure the files in both applications have been selected correctly.
3. Click Synchronize. The progress dialog appears. What happens next depends on the data being synchronized.
   • If each contact's information in CardScan is identical to that contact's information in the other application, the progress dialog disappears and the date and time of the last synchronization are updated in the STATUS text box. This means the synchronization is completed.
   • If the information in two files was not identical, and the Confirm Changes dialog appears, go to step 4.
   • If the synchronization has detected data conflicts, an appropriate Resolve Conflict dialog appears. After resolving the conflict, go to step 4.
4. Review the information in the Confirm Changes dialog.
   • If satisfied with the changes that will be made, go to step 6.
   • If you suspect a problem (for example, data being lost), click Re-Sync to synchronize the files as if for the first time.
   • If you do not suspect a problem but do not want to complete the synchronization, click Cancel.
   • To see what contacts will be added, changed, or deleted from either file, go to step 5.
5. [Optional. For viewing only.] Click View Details. The Details dialog appears. This dialog lists all the contacts that will be added, modified, or deleted in CardScan and the other application.
   • To see the changes to a specific contact, select the contact and click View Contact Changes. The Contact Changes dialog appears. This dialog shows all the contact's fields whose contents will be change. For each field, it displays the current content and the content if the change is applied.
   • To close the Contact Changes dialog click OK.
   • To close the Details dialog, click OK.

   NOTE:  When synchronizing CardScan with ACT! 2005, keep in mind that most of the ACT! contact fields have a maximum number of characters allowed in the field. If the data in the CardScan field exceeds the maximum allowed, the field data from CardScan is truncated.

6. Click OK to apply the changes and finish the synchronization.

Safeguard Use CardScan At Your Service™ for online access with secure backup. To create your account, follow these steps:

1. Choose AtYourService -> Sign In. The Sign In dialog appears. The sign in dialog is divided into two sections; one for users who already have an AtYourService account and another for users who don’t.
2. Click Sign Up. CardScan displays the AtYourService Sign Up dialog.
3. Fill in the required information and click Sign Up. CardScan connects to the server, creates the account and completes the sign-in process.

1. Launch your browser to  www.cardscan.net. The AtYourService home page appears.
2. Log in to your account following the instructions on the home page.

1. Start CardScan.
2. Choose AtYourService -> Sign In. The AtYourService Sign In dialog appears.
3. Enter your email address and password; then click Sign In. The AtYourService indicator becomes illuminated.