How to Add Contacts with Business Card Scanner

Adding contacts into FiscalNote using the iOS app can be done by scanning in a business card directly from your mobile device. The iOS app will capture all of the important information for the contact, and with a few taps, can be added to FiscalNote without having to type anything. Getting to the scanner within the app can be done multiple ways.

Option A: From the Organize screen, tap the Contacts icon. In the top right corner, tap the "+" in the top right corner, then select the Scan Business Card option.

Option B: Tap the "+" button at the bottom center of the screen. Next, select the Create Contact option, then Scan Business Card option. 

Next, center the business card within the borders of the rectangle in the center of the screen and take a picture. You can also batch scan business cards for the use of natural language processing to better identify what business card text belongs in each contact field.

After tapping Save, you will see the completed fields with the contact's information from the business card. All completed fields are editable if information was not captured correctly. Additional information can be added for the contact that was not available on their business card, such as a website, Affiliations, and Relationships. When done, tap Save in the top right corner.

The saved contact will look like below:

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