CSSN ScanShell 800N User manual

CSSN
Scan2CRM
for Act!
The ideal business and
ID card scanning solution
User Guide
Version 3.5

This publication contains proprietary information of
the Card Scanning Solutions Company, provided for
customer use only. No other uses are authorized
without the express written permission of Card
Scanning Solutions.
Warranty
Card Scanning Solutions provides this
publication “as is” without warranty of any kind,
either express or implied, including, but not
limited to, the implied warranties of
merchantability or suitability for any particular
purpose.
Card Scanning Solutions reserves the right to
revise this publication, and to make changes in
the content hereof from time to time without
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USA do not allow a disclaimer of express or
implied warranties in certain transactions; if you
are a resident of such country or state, this
statement may not apply to you.
This publication may include technical
inaccuracies or typographical errors. Changes
are made periodically to the information herein;
these changes will be incorporated in new
editions of the publication. Card Scanning
Solutions may make improvements and/or
changes in the products and/or the software
described in this publication at any time.
Notice to user
This user guide should not be construed as a
representation or warranty with respect to the
software named herein. Occasionally, changes
or variations exist in the software that are not

reflected in the manual. Generally, if such
changes or variations are known to exist and to
affect the product significantly, a release note or
“read me” file accompanies the user guide
and/or the distributed software. In that event, be
sure to read the release note or “read me” file
before using the product.
Publication
The descriptions, specifications, design and
procedures contained in this user guide were
effective at the time of publication of this
document. Card Scanning Solutions reserves
the right to modify any of the above at any time
without notice and without incurring obligations.
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All trademarks are the property of their
respective holders and are hereby
acknowledged.
© 2005-2007 Card Scanning Solutions

Table of Contents
Scan2Contacts User Guide, version 3.5
TABLE OF CONTENTS
Warranty...................................................2
Notice to user...........................................2
Publication................................................3
Trademarks ..............................................3
TABLE OF CONTENTS........................................... 2
1. INTRODUCTION........................................ 1
OVERVIEW........................................................... 1
Scanner/card type specification ...............1
Features ...................................................2
Scanner specifications .............................2
2. GETTING STARTED ................................. 3
BEFORE USING THE SCANNER .............................. 3
MINIMUM SYSTEM REQUIREMENTS...................... 3
CONNECTING THE SCANNER................................. 3
INSTALLATION ..................................................... 5
UNINSTALL .......................................................... 5
SCAN2CRM FOR ACT!WINDOW ......................... 5
3. USING SCAN2CRM FOR ACT!................ 6
APPLICATION STATE............................................ 7
Setting the application state.....................7
Configuring the Scan2CRM for Act!.........7
SCANNING CARDS ................................................ 7
4. CONFIGURATION ..................................... 9
SCAN2CRM FOR ACT!WINDOW ......................... 9
1. About tab .......................................10
2. General tab....................................10
3. Maintenance tab............................11
Scanner calibration ................................11
Calibrating the scanner......................12
Cleaning the scanner.........................12
4. ID Settings tab...............................13
5. Image tab ......................................14

Table of Contents
Scan2CRM for Act! User Guide, version 3.5
5. APPENDIX A: TROUBLESHOOTING ..15
6. APPENDIX B: ADDING AN IMAGE
FIELD TO THE ACT! CONTACT LAYOUT..18

Introduction Overview
Scan2CRM for Act! User Guide, version 3.5 1
1. INTRODUCTION
OVERVIEW
Scan2CRM for Act! is an add-on application
for the Act! CRM software suite.
Depending on the scanner that is used, it scans
business cards, ID cards and American driving
licenses, and automatically inputs both their
textual data and image to a new contact record
in Act.
Within seconds of placing a card into the
scanner, Scan2CRM for Act! pulls the
information off the card using OCR – Optical
Character Recognition technology, and
automatically populates the text fields of a new
Act! contact record (name, title, phone number,
etc.), while also capturing an image file of the
card.
Scan2CRM for Act! works directly from within
Act!, making it the only business card scanning
package that does not require cards to be
scanned into a 3rd party application before the
information can be imported into Act!.
Scanner/card type specification
Scanshell 800N scanner – scans business
cards only
Scanshell 800 scanner – scans business
cards, ID cards and American driving
licenses

Introduction Overview
2Scan2CRM for Act! User Guide, version 3.5
Features
Fully integrated into Act
Scan cards directly and automatically into
Act!
Capture both data and image
Just a few seconds per scan
Auto detect function - just place the card in
the scanner (text face down)
Scanner specifications
Powered by the computer USB – No
external power source is needed
Small footprint
Fully mobile

Getting Started Before using the scanner
Scan2CRM for Act! User Guide, version 3.5 3
2. GETTING STARTED
BEFORE USING THE SCANNER
The scanner has been carefully packaged to
avoid damage during transportation. Before
operating the scanner, please remove the
packaging materials. After removing the
packaging materials, you will find the following:
ScanShell scanner
Application CD
USB interface cable
Calibration paper
Cleaning paper
MINIMUM SYSTEM REQUIREMENTS
The minimum system requirements are:
Pentium III with 128MB
Win 98 Second Edition or higher
USB port
Act! installed
CONNECTING THE SCANNER
The scanner is connected to the computer
via the USB port. To connect the scanner,
do the following:
Place the scanner on a flat, firm, solid
surface with easy access.
Plug the USB interface cable into the USB
port of the computer

Getting Started Connecting the scanner
4Scan2CRM for Act! User Guide, version 3.5
After the Add new hardware wizard dialog
box appears, click Next until you are asked
to set the driver for the reader. You’ll find the
driver on the Installation CD at:
< CD-ROM drive >:/Driver/800 (for
the ScanShell 800 or 800N scanner
model for ScanShell 800N)
After you specify the driver, click Next.
You will be presented with a standard
Windows message:
Click Continue Anyway. The installation of
ScanShell scanner drivers is safe for you
computer and will not affect your system.
Click Next until the installation is complete.

Getting Started Installation
Scan2CRM for Act! User Guide, version 3.5 5
INSTALLATION
To install the software on the computer, do the
following:
1. Close all programs.
2. Insert the CD into the CD ROM drive.
3. Wait until the install program begins
and follow the instructions on the
screen.
4. If the install program does not
automatically start, click the My
Computer icon on the desktop and then
select the CD ROM drive.
5. Double click on the Setup program.
6. Wait until the install program begins
and follow the instructions on the
screen.
The software starts automatically when starting
Act.
UNINSTALL
To uninstall the software, open the Add-
Remove Programs control panel. Select
Scan2CRM for Act! and click on Add/Remove.
Follow the uninstall instructions until the
operation is completed (Act! must be closed).
SCAN2CRM FOR ACT! WINDOW
The Scan2CRM for Act! window is opened by
pressing the Scan2CRM for Act! button on Act!
toolbar.