CardExchange Solutions Documentation
Visitor Help - Visitor Photos
- Roman Villandry
In this section, you can find all the information on how to use photos with CardExchange® Visitor.
Getting Started…
To first get started, we need to look into our Photo Options to make sure our Camera is ready to go to take photos.
In the Options section are some additional Photo features that can be enabled if you so choose. Below is a breakdown of these optional Photo features.
Feature | Description |
|---|---|
Use image editor | After taking or importing a photo, an image editor will appear and you can perform basic editing task such as crop, rotate, etc. |
Ask for confirmation | Asks for confirmation to store in the database when you take or import a photo for a visitor |
Use FaceFind | FaceFind will automatically crop the photo to the persons face Requires the Standard Edition |
There are additional Options depending on the Capture type you are using. To see more information about Canon support, and Using PhotoExchange, please see the Visitor Photo Options help page
Take or Import
When you have selected the record that you would like to add a photo to, and your Photo Options have been set to the camera you would like to use, we can now use the Take Photo and Import Photo buttons! There are a few ways to access these buttons including:
The Take Photo and Import Photo buttons in the Photo Tab
The smaller Take Photo and Import Photo buttons when adding or editing a Visitor (As seen in the photo here)
The Take Photo button in the Action pane. (Take Photo only)
Taking Photos
When you select the Take Photo option, a capture window will appear with a preview of what the camera is seeing. You can have your subject move around to be in the perfect composition. When you’re ready, select the Capture button and a copy will be made.
Importing Photos
When you select the Import Photo option, a window will appear that will allow you to navigate your computer for a picture file to import for the selected record.
Select the file you want. and click Open.
Editing your Photo after Taking or Importing
When you take or import a Photo, you will enter Image Editor window of CardExchange® Visitor, ImageExchange®.
Please see the Using Image Tools section of this Help file for more information about using the ImageExchange® Image Editor.
If you click on the OK button, the photo will be automatically cropped and the Image Editor will be closed. If a photo was already available in the database, CardExchange® Visitor asks whether you want to update it. If you click Cancel, the original photo will be restored on the print preview. You can disable this option in the Photo tab by unchecking the Use Image Editor check box.
Export Photos
The opposite of import photo is also possible. You can export an existing photo from the database to a file. To do this, click the Export photo button indicated in the Actions section. Once more a dialog window will be displayed in which you can specify the name and location of the file that must contain the photo.
You can choose the following supported file formats: Bitmap, jpg, emf, gif, png, and tiff.
Click on Save and the photo is exported to the selected location.
Remove Photos
Photos can be removed from the database by clicking the Remove photo button from the Actions section indicated. The user will be asked to confirm the removal operation with the following question.
This function is also accessible by clicking on the Remove photo icon when adding/editing a visitor.
When you click Yes, the photo will be removed from the database.
Copy and Paste
The Actions - Copy photo option allows you to copy the photo displayed to the photo clipboard of CardExchange® Visitor. You can then choose another record and, by using the Paste photo option, link the photo on the clipboard to the selected record.
This function can be handy if the same record must be entered under a different name or company in the database. You do not need to take a new photo. As long as you do not copy another photo and do not shut down CardExchange® Visitor, the copied photo will remain on the clipboard.