How To Scan Drivers Licence Or Business Cards
On the 'Add New Lead' screen you can manually type in your customers details. However it is also possible to use the built in Drivers Licence Scanner or Business Card Scanner to automatically pick up the customers details.
The scanning functionality can be accessed on any device where a camera is detected, but works best via tablet or smartphone. To scan a Drivers Licence or Business Card click on the camera icon in the grey action menu as circled below. Click HERE to find out more about Drivers Licence and Business Card Scanning.
Once you hit the camera icon you you may need to give permission to access your devices camera, which you need to accept in order to scan a Drivers Licence. If you accidentally 'Decline' then search our FAQ's for "I Cannot Take Photos".
- To scan a Drivers Licence ensure you choose the 'Driver Licence' option on the green toggle
- To scan a Business Card ensure you choose the 'Business Card' option on the green toggle
- If you choose 'Business Card' and scan a Drivers Licence (or vice versa) your scan will not work
In order to scan correctly the following conditions must be met;
- You must have the Drivers Licence or Business Card positioned within the green frame.
- You must have the device still and stable so your image is not blurry
- You must have adequate light in order to scan correctly - natural light works best
- The Drivers Licence must not be dirty or damaged
- Business Cards with reflective layers may not scan well
If all the conditions above are met it is possible that AutoPlay does not recognise the format of the licence. If this arises contact AutoPlay and we will look into it with our OCR supplier.
When a Drivers Licence is scanned, a new function has been introduced to allow Dealers to edit or add new details - for example NZ Drivers Licences do not show expiry date on the front of the Drivers Licence but they do on the back.
Following your scan, a 'Scan Results' pop-up will display giving you the option to edit any of the fields. On Save you can continue to create your lead, test drive or appraisal. (Note the Use Image Only option only displays on Test Drives).
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