CardScan 700C User Manual
Page 22
Appendix A: Good Practices
A-2
CardScan, Inc.
1
Strategize!
Because the only task you must accomplish directly at the event is filling out forms, consider various
options for completing the remaining tasks (that is, scanning, processing, verifying accuracy,
organizing and sharing data). Answer these questions:
•
Would it be possible to scan forms as you converse with your potential leads? If you work in
your own booth, you may be able to set up the scanner and a PC or laptop with the
appropriate software. If, however, you will have to move around a lot, consider where and
how you can scan your forms at a later time.
•
Will there be an Internet connection readily available, so you can save the records to your
CardScan.net account and receive any feedback? If there will be no Internet access either
from your hotel or from the event, make sure you are able to save a backup copy of your file
to a separate medium.
•
If you are planning to transmit your leads via CardScan.net, do you have to create an
account for yourself or for the team? You must have everything set up before leaving for the
event.
•
Which members of the team should have the CardScan.net password? Also, make sure to
write down your CardScan.net password to bring it with you as well save it in a location
accessible by you or a team member staying behind.
•
Do the members of your team know how to synchronize records on CardScan.net with the
desktop?
Prevent Troubles Scanning
You should clean the scanner if dark vertical lines appear on scanned images or if the scanner has
been exposed to the adhesive material on the form.
Clean the scanner with the cleaning pads included in your package. The cleaning pads contain
isopropyl alcohol only, and are harmless if used as directed.
To clean the scanner:
1. Scan the pad as you would a business card. Repeat scanning the same pad 2 to 3 times.
2. Wait 30 to 60 seconds for the alcohol to dry on the scanner’s roller and sensor.
NOTE: We recommend that you clean the scanner once every two months. You can
purchase more cleaning pads at www.cardscan.com.