User guide

Multi-Tech Systems, Inc. FaxFinder Client User Guide 3
TABLE OF CONTENTS
CHAPTER 1 – INTRODUCTION .................................................................................................................. 4
ACCESSING THE FAXFINDER CLIENT SOFTWARE ........................................................................................... 4
SENDING FAXES .......................................................................................................................................... 5
RECEIVING FAXES ........................................................................................................................................ 6
RELATED MANUALS ..................................................................................................................................... 6
CHAPTER 2 – FAXFINDER CLIENT SOFTWARE CONFIGURATION ...................................................... 7
INSTALLING FAXFINDER CLIENT SOFTWARE .................................................................................................. 7
ESTABLISHING CLIENT USER’S ID IN SYSTEM .............................................................................................. 12
ASSOCIATING CLIENT WITH SPECIFIC FAXFINDER UNIT(S) ........................................................................... 13
DISASSOCIATING THE CLIENT FROM A SPECIFIC FAXFINDER UNIT ................................................................ 15
DISABLING AND RE-ENABLING A CLIENT’S FAXFINDER SERVICE ................................................................... 16
SENDING TEST FAX .................................................................................................................................... 16
FAXFINDER FAX CLIENT SOFTWARE MENU COMMAND DEFINITIONS ............................................................. 17
The FaxFinder Send Fax Screen ......................................................................................................... 18
CHAPTER 3: FAXFINDER CLIENT SOFTWARE OPERATION ............................................................... 29
INTRODUCTION .......................................................................................................................................... 29
SENDING A FAX ......................................................................................................................................... 30
SCHEDULING FAX TRANSMISSIONS ............................................................................................................. 35
RE-SENDING A FAILED FAX ........................................................................................................................ 36
PUTTING PENDING FAXES ON HOLD AND REMOVING THE HOLD .................................................................... 37
CANCELING A FAX ...................................................................................................................................... 40
SETTING FAX RETRY NUMBER AND INTERVAL .............................................................................................. 40
SENDING ONE FAX CONTAINING MULTIPLE DOCUMENTS ............................................................................. 41
FORWARDING A FAX ................................................................................................................................... 43
RECEIVING A FAX ....................................................................................................................................... 45
Receiving Faxes in Manual Routing Mode .......................................................................................... 45
Receiving Faxes in Automated Routing Mode .................................................................................... 47
USING THE MULTI-TECH TIFF VIEWER ......................................................................................................... 49
Frequently Used Commands – Toolbar Icons ..................................................................................... 49
Importing Fax Images into Other Application Programs ...................................................................... 54
SETTING UP YOUR ADDRESS BOOK MANUALLY ........................................................................................... 55
SETTING UP YOUR ADDRESS BOOK BY SYNCHRONIZING WITH OUTLOOK ...................................................... 58
What Synchronization Means .............................................................................................................. 58
Synchronization Procedure .................................................................................................................. 58
SETTING UP ADDRESS BOOKS WITH CSV FILES .......................................................................................... 60
Exporting a FaxFinder Address Book to CSV File Format .................................................................. 62
Importing CSV Files into FaxFinder Address Book with Fitted Template ............................................ 63
Importing CSV Files into FaxFinder Address Book with a Customized Template ............................... 66
Transferring an Established Standard FaxFinder Address Book to a New Client-User ...................... 72
USING STOCK COVER PAGES ..................................................................................................................... 74
CREATING OR MODIFYING COVER PAGE STYLES ......................................................................................... 79
Creating New Cover Page Templates ................................................................................................. 79
Modifying Existing Cover Page Templates .......................................................................................... 85
COVER PAGE GENERATOR MENU/ICON COMMAND DESCRIPTIONS ............................................................... 91
File Menu ............................................................................................................................................. 91
Edit Menu ............................................................................................................................................. 92
Insert Menu .......................................................................................................................................... 92
View Menu ........................................................................................................................................... 93
Settings Menu ...................................................................................................................................... 94
REPORTING FAILED FAXES TO THE ADMINISTRATOR .................................................................................... 94