How to use your phone to scan business cards into Evernote
Evernote makes it easy for you to remember more about the people you meet. The business card camera captures the clearest possible images of your business cards and saves everything into a contact note including:
- Name, title, company, and additional contact info
- An image of the card
Note: Business card scanning is an Evernote Premium feature.
Start scanning cards
To start scanning:
- Make sure your device is connected to the internet.
- Long press the green plus (+) button and select the camera icon from the quick note panel on the home screen (iPhone, iPad, and iPod touch) or tap + > Camera (Android).
- Position the camera over the card so that the edges of the card remain in view. The camera automatically detects, focuses, and captures the business card.
Note: If the business card isn't automatically detected, tap the button in the upper right corner to turn Auto Mode off.
Once the business card is captured, Evernote displays all the information recognized from the card.
Review and edit contact info
It is a good idea to review the information scanned from cards for accuracy. If any of the scanned information needs to be edited, do the following:
- Tap the field to edit the information.
- Tap Save (iPhone, iPad, and iPod touch) or the checkmark (Android) to save to Evernote as a new contact note. To scan additional cards, tap Back to camera (iPhone, iPad, and iPod touch) or Scan Another (Android); or tap Done to finish.
Business cards vary in size, color, and style, so consider these tips for optimal results:
- Business card scanning is currently available on iPhone, iPad, and iPod touch and Android devices. While business card scanning may work on iPhone 3GS, iPad 2, and earlier models, you will get the best results with devices that have flash and a higher camera resolution.
- The automatic capture feature works best when business cards are placed on a contrasting background. Place light cards on dark backgrounds and dark cards on light backgrounds. This setup is particularly important when using older iPads or iPod touch devices with lower resolution cameras.
- For a better quality, capture images in good, even background light between many lights or in indirect light. For glossy cards, tilt the phone at an angle to avoid glare from the flash.
- Because Evernote saves information about where and when you create notes, scan cards soon after you meet someone to make it easier to search for later.
- To scan the reverse side of a business card (iPhone, iPad, and iPod touch): Scan the card using the instructions above, then open the newly created business card note. Tap Edit in the upper right corner, then scroll down and tap Add Back of Card. Note: This feature is currently only available on iPhone, iPad, and iPod touch. If you are using Evernote Web, Evernote for Mac, or Evernote for Windows, scan the additional image into a new note and then merge it with the existing business card note.
Connect with contacts
Once you’ve successfully scanned a business card, you can either scan another card or immediately connect with the contact.
Connect via email, SMS text, or phone
Once Evernote has captured contact details into a contact note, tap the email (envelope), phone (phone handset), or SMS text (speech bubble) buttons on the note itself and connect with people without needing to leave the Evernote app.
Email your contact info (iPhone, iPad, and iPod touch)
If an email address is captured from a card, there are two ways to email that person your own contact information from Evernote:
- Select Email my contact info from the 'Business card saved' pop-up window.
- Select Email my info from the options menu found at the bottom of the note.
Note: To view/edit the personal contact info that will be sent using this feature, navigate to the account tab and select Settings > Camera > Business Cards under My Contact Info.
Easily save new contacts
There are two ways to save contact information from every scanned card to the contacts on your mobile device:
- Automatically (iPhone, iPad, and iPod touch): To save information from every card scanned, from the account tab go to Settings > Camera > Business Cards and toggle 'Save to Contacts' on.
- Manually: Select Save to contacts from the options menu (iPhone, iPad, and iPod touch) or from the pop-up menu displayed after each completed scan (Android).
You can also change the default notebook where cards are stored (iPhone, iPad, iPod touch and Android) and add a default tag (iPhone, iPad, iPod touch). From the account tab (iPhone, iPad, iPod touch) or the navigation menu (Android) select Settings > Camera > Business Cards and select Notebook (iPhone, iPad, iPod touch and Android) and/or Tag (iPhone, iPad, iPod touch) to change your preferences.
Note: Microsoft Exchange does not support 'phone', 'main' or 'other' labels used with iOS contacts. If your contacts include these labels, and you save these contact to your device, then sync them with Exchange, Exchange will assign them as 'work' or 'work phone' details. All other labels are supported. Additionally, the Exchange service supports only one 'mobile' number and at most two 'work' or two 'home' numbers per contact created using iOS. So, if Evernote has captured any additional 'home' or 'work' numbers beyond those limits, Exchange will assign an arbitrary label.
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- scan business cards
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