DigiCard

User Guide

How to get the most out of your DigiCard

Please Note

Please note that the purchase of a DigiCard is for the card image itself – all other uses of the cards as outlined in this user guide is provided as a service for our customers to use their DigiCards in various ways. As there are many types of phones w/ various capabilities and updates to the phones and apps on a regular basis, we cannot guarantee the below instructions will always work. But know that as DigiCard users ourselves, when updates come out to the most popular platforms, we will update this user guide w/ new instructions on sharing your card. You can visit this same link on our website www.jaxinsight.com/userguide

How To

Click on your operating system below

Apple

Setting Up DigiCard

Open your email from JaxInsight w/ your DigiCard from your phone
Save the image to your gallery
Text the image to yourself

Optional Setup via Notes App

Create a note in the “Notes app”
Insert the DigiCard into the note. Title the note “Here’s my card”
Back out of the note by clicking “Notes” in the top left corner to return to the Notes list
Pin the note by swiping right on the note & clicking the pin icon

Sharing Instructions

Share via Text (w/ greeting and contact info)

Open the Notes App on your phone
Click on the pinned note
Click the share button
Tap Messages
Add contact info from the individual (phone number)
Click Send (this will send greeting and DigiCard)
If you would like to verify it went through open your text messages and verify the last text message you sent is your card

Send with Siri / Shortcuts

Open the Shortcuts app on your iPhone
Tap “Create Shortcut” (plus icon)
Tap “Add Action”
Tap “Apps”
Tap “Notes” icon
Select the Note with your DigiCard in it (it will be titled “here’s my card”)
Tap “Next” (top right)
Name your shortcut something like “Business Card”
Choose your icon if you would like to change it (click icon that looks like a magic wand)
You will see instructions on this screen with your Siri command to send your card. It will look something like: “Just say “Hey Siri, Business Card” to run this shortcut.” Remember this phrase.
Click Done
Tap your business card then tap the 3 dots on top right.
Tap add to home screen
Tap show in Widget
Tap done.
Tap done again.
Go to your home screen
Swipe right from your home screen to get to your widget screen
Scroll to the bottom
Tap on “edit”
Search for Shortcuts from the options.
Scroll down to the Shortcuts widget.
Make sure that it is added to your widgets list up top by tapping “+ icon” (if you see a red Minus icon then you can skip to next step)
On the right side of Shortcuts Press and hold on the 3 horizontal lines until you have “grabbed” the Shortcuts widget and then drag it to the top
Tap Done

Send w/ Shortcuts Widget

To share your card directly from the widget without using Siri, swipe right from your home screen
Tap on your card
Click the share button
Tap Messages
Add contact info from the individual (phone number)
Click Send (this will send greeting, card and contact card)
If you would like to verify it went through open your text messages and verify the last text message you sent is your card

Android

Setting Up DigiCard

Open your email from JaxInsight w/ your DigiCard from your phone
Save the image to your gallery
Text the image to yourself
Pin this message to the top of your messages (on many Android phones this is done by tapping on the settings icon on the top

You will typically then tap on the pin icon. This will pin the text from JaxInsight to the top of your messages for easy access

Android – Sharing Instructions

Share via Text (w/ greeting and contact info)

Open your message app
Open the pinned text message from JaxInsight
Long press on the DigiCard image
Tap “Forward”
Enter the phone number of the person you are sending the card too.
Press send