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Multitech FaxFinder V.34, User Manual

Introducing the Multitech FaxFinder V.34 - a cutting-edge fax solution for seamless communication. Enhance your productivity with our advanced features. Easily get started with our comprehensive User Manual available for free download at manualshive.com. Unlock the full potential of your FaxFinder V.34 and optimize your faxing experience today.

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T

ABLE OF 

C

ONTENTS

 

CHAPTER 1 – INTRODUCTION .................................................................................................................. 4

 

A

CCESSING THE 

F

AX

F

INDER 

C

LIENT 

S

OFTWARE

 ........................................................................................... 4

 

S

ENDING 

F

AXES

 .......................................................................................................................................... 5

 

R

ECEIVING 

F

AXES

 ........................................................................................................................................ 6

 

R

ELATED 

M

ANUALS

 ..................................................................................................................................... 6

 

CHAPTER 2 – FAXFINDER CLIENT SOFTWARE CONFIGURATION ...................................................... 7

 

I

NSTALLING 

F

AX

F

INDER 

C

LIENT 

S

OFTWARE

 .................................................................................................. 7

 

E

STABLISHING 

C

LIENT 

U

SER

’

S 

ID

 IN 

S

YSTEM

 .............................................................................................. 12

 

A

SSOCIATING 

C

LIENT WITH 

S

PECIFIC 

F

AX

F

INDER 

U

NIT

(

S

) ........................................................................... 13

 

D

ISASSOCIATING THE 

C

LIENT FROM A 

S

PECIFIC 

F

AX

F

INDER 

U

NIT

 ................................................................ 15

 

D

ISABLING AND 

R

E

-E

NABLING A 

C

LIENT

’

S 

F

AX

F

INDER 

S

ERVICE

 ................................................................... 16

 

S

ENDING 

T

EST 

F

AX

 .................................................................................................................................... 16

 

F

AX

F

INDER 

F

AX 

C

LIENT 

S

OFTWARE 

M

ENU 

C

OMMAND 

D

EFINITIONS

 ............................................................. 17

 

The FaxFinder Send Fax Screen ......................................................................................................... 18

 

CHAPTER 3: FAXFINDER CLIENT SOFTWARE OPERATION ............................................................... 29

 

I

NTRODUCTION

 .......................................................................................................................................... 29

 

S

ENDING A 

F

AX

 ......................................................................................................................................... 30

 

S

CHEDULING 

F

AX 

T

RANSMISSIONS

 ............................................................................................................. 35

 

R

E

-S

ENDING A 

F

AILED 

F

AX

 ........................................................................................................................ 36

 

P

UTTING 

P

ENDING 

F

AXES ON 

H

OLD AND 

R

ESCINDING THE 

H

OLD

 ................................................................. 37

 

C

ANCELING A 

F

AX

 ...................................................................................................................................... 40

 

S

ETTING 

F

AX 

R

ETRY 

N

UMBER AND 

I

NTERVAL

 .............................................................................................. 40

 

S

ENDING 

O

NE 

F

AX 

C

ONTAINING 

M

ULTIPLE 

D

OCUMENTS

 ............................................................................. 41

 

F

ORWARDING A 

F

AX

 ................................................................................................................................... 43

 

R

ECEIVING A 

F

AX

 ....................................................................................................................................... 45

 

Receiving Faxes in Manual Routing Mode .......................................................................................... 45

 

Receiving Faxes in Automated Routing Mode .................................................................................... 47

 

U

SING THE 

M

ULTI

-T

ECH 

T

IFF 

V

IEWER

 ......................................................................................................... 49

 

Frequently Used Commands – Toolbar Icons ..................................................................................... 49

 

Importing Fax Images into Other Application Programs ...................................................................... 54

 

S

ETTING UP 

Y

OUR 

A

DDRESS 

B

OOK 

M

ANUALLY

 ........................................................................................... 55

 

S

ETTING 

U

P 

Y

OUR 

A

DDRESS 

B

OOK BY 

S

YNCHRONIZING WITH 

O

UTLOOK

 ...................................................... 58

 

What Synchronization Means .............................................................................................................. 58

 

Synchronization Procedure .................................................................................................................. 58

 

S

ETTING 

U

P 

A

DDRESS 

B

OOKS WITH 

CSV

 

F

ILES

 .......................................................................................... 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

 

U

SING 

S

TOCK 

C

OVER 

P

AGES

 ..................................................................................................................... 74

 

C

REATING OR 

M

ODIFYING 

C

OVER 

P

AGE 

S

TYLES

 ......................................................................................... 79

 

Creating New Cover Page Templates ................................................................................................. 79

 

Modifying Existing Cover Page Templates .......................................................................................... 85

 

C

OVER 

P

AGE 

G

ENERATOR 

M

ENU

/I

CON 

C

OMMAND 

D

ESCRIPTIONS

 ............................................................... 91

 

File Menu ............................................................................................................................................. 91

 

Edit Menu ............................................................................................................................................. 92

 

Insert Menu .......................................................................................................................................... 92

 

View Menu ........................................................................................................................................... 93

 

Settings Menu ...................................................................................................................................... 94

 

R

EPORTING 

F

AILED 

F

AXES TO THE 

A

DMINISTRATOR

 .................................................................................... 94

 

CHAPTER 4 – WARRANTY, SERVICE, & REPAIR ................................................................................. 95

 

 

Multi-Tech Systems, Inc. 

FaxFinder Client User Guide 

3

 

Summary of Contents for FaxFinder V.34

Page 1: ...FaxFinder V 34 Fax Servers FF Model Series Client User Guide Multi Tech Systems Inc FaxFinder Client User Guide 1 ...

Page 2: ...oduct documentation Revisions Level Date Description A 03 15 06 Initial release for FF 420 820 models B 03 02 07 Revised to add FF 120 220 models generalized for all FF models C 04 17 07 Revised tech support listing D 11 20 07 Revised tech support listing removed France office E 07 11 08 Update content for new version Update format Patents This device covered by the following patent 5 673 268 Trad...

Page 3: ...s 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 C...

Page 4: ...e Other TIFF viewers are available from many different sources This arrangement lets you send and receive faxes at your own desk and deal with them entirely electronically if you so choose Accessing the FaxFinder Client Software After the FaxFinder Fax Client Software has been installed it will be on whenever your computer is running unless you specifically turn it off An icon for the FaxFinder Fa...

Page 5: ...paper Shortly after you invoke the Print command the FaxFinder Send Fax screen will appear That s where you specify the recipient s of the fax message The FaxFinder Send Fax screen also lets you add common items to the fax message a cover page a brief comment etc The FaxFinder Fax Client Software also includes an Address Book in which you can store information about parties to whom you may regular...

Page 6: ...ly pretty easy to use We hope you enjoy it If you have problems call our Tech Support Department at 1 800 972 2439 Related Manuals The FF 120 220 420 820 FaxFinder hardware unit comes with 4 manuals that serve different purposes A fifth reference manual is available on the Multi Tech web site Title Format Purpose Administrator User Guide on CD Presents comprehensive info about FaxFinder unit serve...

Page 7: ...the installation program by double clicking on cd_start exe file on the CD From the menu presented click the Software button From the new screen presented select the Client Software button to install the Multi Tech FaxFinder Client software for using the FaxFinder unit Important Should you have any old versions of the FaxFinder client software installed please uninstall that prior to installing th...

Page 8: ...file location for the FaxFinder client software In most cases the default file location is recommended Clicking on the Disk Cost button will show you the size of the software being installed as well as the available disk space of the target drive When the destination location is correct click Next Multi Tech Systems Inc FaxFinder Client User Guide 8 ...

Page 9: ...if and cpg files with the Multi Tech Tiff Viewer Click Yes unless you prefer to use a different viewer program If a Question screen appears asking Warning the extension tif is already registered Overwrite you must respond Click Yes if you wish to use the TIFF viewer installed with the FaxFinder Client Software Click No if you prefer to use a different software package for viewing tif files Multi T...

Page 10: ... G You will be asked if you want the Client software to automatically launch when the installation is complete Select your preference H Then the Installation Complete screen will appear Click Close Multi Tech Systems Inc FaxFinder Client User Guide 10 ...

Page 11: ...y area at the lower right corner of the screen The FaxFinder Fax Client Software screen can be opened from either the Start menu icon or the tray icon If the Client Software is shut down it can be re opened from the Start menu or by double clicking on the FF110 EXE file which following a typical default installation would be located at C Program Files Multi Tech Systems FaxFinder Client Software T...

Page 12: ...sed in the fax transmission Icons for the FaxFinder software applications will appear in the Windows Start menu After installation the Client Software starts up whenever the computer is booted A FaxFinder icon appears in the tray area at the lower right corner of the screen The FaxFinder Fax Client Software screen can be opened from either the Start menu icon or the tray icon If the Client Softwar...

Page 13: ... than one FaxFinder unit This could easily be the case in an office that is large and or an office that has a great deal of fax traffic 1 At the main screen of the FaxFinder Fax Client Software click on Edit and select Add Fax Server 2 At the Add Device Address screen in the Select Server field highlight FaxFinder In the Enter Address field enter the IP address or domain name of the FaxFinder unit...

Page 14: ...e FaxFinder Fax Client Software screen The status of the newly registered FaxFinder unit should momentarily go from Logging in to Idle If it goes to Login Failure then one of two things is wrong a The IP address or domain name is wrong If that is the case delete that entry by right clicking DELETE and enter a new one otherwise b The Username Password combination may be wrong Verify that the client...

Page 15: ... despite disassociating from the FaxFinder server as long as the receiving party is entered in the FaxFinder Phone Book In cases where the client is currently associated with more than one FaxFinder unit you will need to know the IP address of the specific FaxFinder unit from which you want to disconnect 1 Open the FaxFinder Client Software program and go to the Device Status tab Select the FaxFin...

Page 16: ...he Device Status tab Select the FaxFinder unit from which you want to disconnect temporarily you can identify the FaxFinder unit by its IP address or domain name Right click on it and select disable 2 When disabled a check mark will appear beside the disable command 3 To re enable the FaxFinder unit for your use that is to avail your PC of its service once again open the FaxFinder Client Software ...

Page 17: ...faxes currently pending will not be sent and any fax transmissions attempted while this command is in force will not be sent When the scheduler has been paused you must select Pause Scheduler to rescind the command That is to say this command toggles on and off when selected repeatedly If the computer is rebooted the FaxFinder Fax Client Software will cancel the Pause Scheduler command at startup ...

Page 18: ...tion Recipients pane Name column alphanumeric Party to whom the fax will be sent You cannot type in this window When a recipient is specified either from the Address Book or from the Enter a Fax Recipient window that recipient s name will appear in this field Fax Number column numeric Fax number to which the fax will be sent You cannot type in this window When a fax number is specified either from...

Page 19: ...n entries are alphanumeric with file type extensions File name of document to be transmitted as a fax Pages column entries are numeric Length number of pages of the fax to be transmitted button Click this button to add another document to the fax transmission Only TIFF files can be added with this button Click this button to remove a document from the list of items to be faxed You will be prompted...

Page 20: ...using the Template Editor program View Edit button Brings up the cover page Template Editor program where the chosen cover page template can be seen and or altered Subject alphanumeric Here you can type a brief description of the contents of the fax The placement of this Subject description will depend on the cover page style that you use Cover Page Notes alphanumeric Here you can type a lengthy c...

Page 21: ... modem server systems that use both FaxFinder and Hylafax Advanced tab Here you designate the circumstances that will make the Send Fax window become minimized and allow the enabling of the synchronization of the FaxFinder Address Book with a Microsoft Outlook address book Trace Outlook Sync should only be selected when directed by Multi Tech Support as it generates a large amount of logging infor...

Page 22: ...have the destination fax number automatically conveyed to the FaxFinder unit Info from recipient s Address Book entry will also be included in automated fields on fax cover pages where applicable for example the voice phone number company name and city of the recipient might be two fields included on the cover page See the procedure Setting Up Your Address Book Manually in Chapter 6 Edit Cover Pag...

Page 23: ...ng page n sending fax page n receiving fax page n success unsuccessful user aborted unsuccessful no carrier unsuccessful no dial tone unsuccessful error descriptor Shows the status of the FaxFinder or HylaFAX fax server unit pertaining to its fax sending and receiving capabilities and to its print image capturing capabilities Recipient column alphanumeric Shows the name and fax number of recipient...

Page 24: ...mmand has been invoked no more faxes will be sent from this client until a the client PC is turned off and on again or b the command has been turned off by selecting Pause Scheduler in the File menu of the FaxFinder Fax Client Software properties Brings up the FaxFinder IP address domain name screen This screen simply shows the IP address or domain name of the selected FaxFinder unit FaxFinder Fax...

Page 25: ...finder unit etc for all modems in the FF 420 820 unit Status column idle negotiating preparing to capture capturing page n sending fax page n receiving fax page n success unsuccessful user aborted unsuccessful no carrier unsuccessful no dial tone unsuccessful error descriptor Shows the status of the FaxFinder fax server unit pertaining to its fax sending and receiving capabilities and to its print...

Page 26: ...ccessful no carrier unsuccessful no dial tone unsuccessful error descriptor Indicates whether each fax was sent successfully or not and if not indicates reason for failure Commands accessed by right clicking on a selected fax log entry delete Cancels the selected fax log entry resend Resends the selected fax The Fax Scheduling screen will appear to set a time for the resending to occur properties ...

Page 27: ...ress Book entry Fax Number column integers Shows the fax number of the selected Address Book entry Commands accessed by right clicking on a selected address book entry delete Removes the selected entry from the Address Book A confirmation screen appears before the deletion is executed properties Brings up the Contact name screen screen for the selected address book entry The Contact screen shows u...

Page 28: ...ort entries into your address book from a delimited file e g a MS Outlook address book exported as a delimited file the delimiter could be a comma semicolon colon or a tab In most cases a template file is required to map the information from the import file into the appropriate fields of the FaxFinder Address Book i e into the fields of the New Contact screen The FaxFinder Client software includes...

Page 29: ...g faxes the FaxFinder Client Software calls up the Multi Tech Cover Page generator if cover pages are requested When previewing outgoing faxes the PC s operating system calls up the designated TIFF viewer to display the outgoing fax When viewing received faxes the PC s operating system calls up the appropriate viewer PDF or TIFF The choice of file types PDF or TIFF is made in the FaxFinder Server ...

Page 30: ...ic FaxFinder Unit s earlier in this manual 4 After installation the FaxFinder Fax Client Software program will be running whenever the PC is on You can view the FaxFinder program s main window by clicking on the FaxFinder icon at the lower right of the PC s monitor screen in its Application Tray Then select Show FaxFinder Client Software Note The user can shut down the FaxFinder program by selecti...

Page 31: ... when each printing job is initiated Leave Properties Preferences at Default Settings After the FaxFinder has been chosen as the target printer a Properties Preferences screen can be accessed by clicking on either Properties or Preferences on the Print dialog box for most application programs it s a Properties button for a few it s a Preferences button However we strongly advise you not to change ...

Page 32: ...blic phone network as from a residential phone Click OK At the Address Book screen highlight the recipient in the list and click Select The party will appear in the Recipients list in the FaxFinder Send Fax screen Additional recipients can be added The same fax message will be sent to all recipients Streamlined Approach You can also add a recipient in the FaxFinder Send Fax screen by clicking to l...

Page 33: ...eded in the Subject and Cover Page Notes fields Automated fields like sender information individual name company name street address phone number fax number etc should be entered in the Address Book The Address Book is accessible in the Options menu of the FaxFinder Fax Client Software screen For more information about addresses and the automated fields used in cover pages see the section Setting ...

Page 34: ... Click on the Preview Fax button to check the fax before you send it The Multi Tech Tiff Viewer program will appear In it you can view both the cover page and the main fax page s For more information on this see the section Using the Multi Tech Tiff Viewer later in this chapter When satisfied with your fax close the viewer program and return to the FaxFinder Send Fax screen 8 At the FaxFinder Send...

Page 35: ...e the procedure Sending a Fax earlier in this chapter 2 When the FaxFinder Send Fax screen appears enter a recipient for the fax either from the Address Book or by entering Name and Phone Number fax number in the appropriate fields and clicking Add Recipient 3 In the FaxFinder Send Fax screen the recipient s name and fax number will appear in the Recipients list and the Schedule pane will no longe...

Page 36: ...n the FaxFinder client software Device Status screen or after the fact in the Fax Log screen Re Sending a Failed Fax Locate the failed fax in the Fax Log tab of the FaxFinder Fax Client Software Select the failed fax and right click on it In the menu that appears select Resend Multi Tech Systems Inc FaxFinder Client User Guide 36 ...

Page 37: ...ely and a third fax is in progress when you click Pause Scheduler The FaxFinder will finish the third fax but will not fax to recipients 4 10 The pausing function allows you to see details about the fax to view the fax again and to delete the fax if you so desire As long as Pause Scheduler is selected no fax message will advance beyond Pending status and so none will be sent To rescind or call off...

Page 38: ... in progress that is being sent to the second recipient However the fax to the third recipient is still listed as Pending in the Pending Faxes tab of the FaxFinder Fax Client Software The client user can take one of several actions She could click on Pause Scheduler again to cancel that command In that case the pending fax would become active and could not be stopped She could select the fax in th...

Page 39: ...FaxFinder Client Software Operation She could view the details of the fax and at her option view the fax again She could re schedule the fax for a later time Multi Tech Systems Inc FaxFinder Client User Guide 39 ...

Page 40: ...ncel In the list right click on that fax message entry the recipient will be shown In the menu that appears select Delete To cancel the current fax and simultaneously put a hold on sending any other faxes from your PC select Abort and Pause To resume faxing go to the File menu and cancel the pause by selecting Pause Scheduler Any pause applied to a pending fax is cancelled when the computer is reb...

Page 41: ...er printed the text file to the FaxFinder from the Notepad text editor program b The FaxFinder Send Fax screen appeared However rather than completing the fax transmission the user opened another application program c The user printed the graphic file to the FaxFinder from the Macromedia FreeHand drawing program d When the user returned to the FaxFinder Send Fax screen both documents appeared in t...

Page 42: ...click You could then browse to find for example a fax that you had received earlier had stored as a TIF file and now want to forward to another party Faxes received as PDF files cannot be added to the list 4 When all documents to be transmitted have been listed in the Documents list click Send Fax The documents will be sent in the order listed Multi Tech Systems Inc FaxFinder Client User Guide 42 ...

Page 43: ...name of the TIF file in question You can then browse to that TIF file and re send it as a fax message Note Forwarding of faxes applies only to TIF files PDF files cannot be forwarded To forward a fax follow these steps 1 At the FaxFinder Fax Client Software screen go to the File menu and select Send Fax The FaxFinder Send Fax screen will appear 2 In the Documents pane click Then browse to the TIF ...

Page 44: ...e from your Address Book or be entered by clicking in the Recipients pane and then typing the Name and Fax Number in the Enter a Fax Recipient dialog box Then click OK Finally you would click Send Fax The TIF file will be reconverted into a fax message that can be received by a fax machine Multi Tech Systems Inc FaxFinder Client User Guide 44 ...

Page 45: ...client users in Manual Routing Mode all faxes come to an attendant who forwards them to the intended recipient Receiving Faxes in Manual Routing Mode In Manual Routing Mode all faxes are emailed to an attendant using a single fax number 1 The incoming fax arrives in the attendant s email inbox as a message with an attachment 2 The attendant uses email to forward the message to the appropriate reci...

Page 46: ...ttachment The email message is marked as being from the FaxFinder Administrator The sender s Remote ID and the client s name appear in the Subject line of the email message The Remote ID comes from the sending fax machine and is typically the sender s fax number or name Multi Tech Systems Inc FaxFinder Client User Guide 46 ...

Page 47: ...7 The client views the fax message in the PDF or TIFF viewer program Receiving Faxes in Automated Routing Mode In Automated Routing Mode the FaxFinder Server delivers incoming faxes to client PCs in their email inboxes 1 A PBX extension number must be assigned to the client PC at the FaxFinder Server 2 For fax reception the client PC and the FaxFinder server need not both be connected to the same ...

Page 48: ...phic file attachment The FaxFinder Server has assigned the file an automatic file name 6 The FaxFinder client can open the file or save the file a Opening the fax message graphic file Incoming fax messages are PDF or TIFF files These graphics files are automatically associated with a PDF or TIFF viewer program that has already been chosen The client can open the fax email attachment directly in th...

Page 49: ...phic file form thumbnails zooming spot magnification scrolling rotating etc The program can also manipulate and permanently alter the graphic files Frequently Used Commands Toolbar Icons The most commonly used functions are available as icons on the toolbar In the next three diagrams we label and describe the functions of these icons Multi Tech Systems Inc FaxFinder Client User Guide 49 ...

Page 50: ...Chapter 3 FaxFinder Client Software Operation Multi Tech Systems Inc FaxFinder Client User Guide 50 ...

Page 51: ... application program See Importing Fax Images into Other Application Programs below Panning Omni Directional Scroll The hand icon allows you to bring any desired portion of the image into view Zoom to Selection Click and drag with the mouse over the rectangular area you would like to view The Multi Tech Tiff Viewer zooms in sufficiently to fill the screen with the selected area Multi Tech Systems ...

Page 52: ...image a Click over Area b Click and Hold Over Area c Scan the Graphic Click over Area A secondary window will appear that shows the clicked on area magnified You can adjust the size of the secondary window by dragging on its borders You can re locate the secondary window by putting the cursor inside the window clicking holding and dragging Multi Tech Systems Inc FaxFinder Client User Guide 52 ...

Page 53: ...window You can adjust the size of the secondary window by dragging on its borders You can re locate the secondary window by putting the cursor inside the window clicking and dragging Scan the Graphic If you click hold and drag you can scan the image in a magnified view Two magnifying windows will appear as in the Click and Hold Over Area description above Multi Tech Systems Inc FaxFinder Client Us...

Page 54: ...e Copy command in the Multi Tech Tiff viewer program allows you to import the fax image into other application programs In the illustration below a fax has been Copied from the Multi Tech Tiff viewer program and Pasted into a Microsoft Word document Multi Tech Systems Inc FaxFinder Client User Guide 54 ...

Page 55: ...ing fields of the fax cover page 1 In the FaxFinder Fax Client Software screen click on the Address Book tab 2 In the Edit menu select Add Contact 3 In the appropriate fields of the New Contact screen enter information about the fax recipient 4 After an entry has been made in the Address Book you can view and revise it In the Address Book list right click on the name of the contact about whom you ...

Page 56: ... Contact Recipient screen will appear presenting the contact info for this particular recipient 6 When you click on Address Book at the FaxFinder Send Fax screen this same contact list will appear Multi Tech Systems Inc FaxFinder Client User Guide 56 ...

Page 57: ... be added automatically to the appropriate fields of the cover page 8 To delete an entry from your Address Book select the entry and right click on it In the menu that appears select delete In order to complete the deletion command you must click Yes in the confirmation screen Multi Tech Systems Inc FaxFinder Client User Guide 57 ...

Page 58: ...cedure 1 In Microsoft Outlook view the folder from which you want to be able to transfer fax numbers to the FaxFinder Client Address Book Confirm that you want those entries in your FaxFinder Client Address Book If so proceed For example you might select the Contacts folder in Outlook as your source of existing fax numbers 2 In the FaxFinder Fax Client Software go to File Options Advanced and clic...

Page 59: ... checkbox and choose a time period from the drop down menu For a large address book five minutes should be adequate time for the synchronization to be completed Then click Yes The Outlook Contact information will be copied into the FaxFinder Address Book Entries from the FaxFinder Address Book if any will also be copied into the Outlook Contact list A relationship will be created between the corre...

Page 60: ...he appropriate corresponding fields of the destination database For client to client imports a standard template file is included with the FaxFinder client software making such imports very easy There is after all a one to one correspondence of the data fields When importing to your FaxFinder Address Book from other sources there generally will not be a one to one correspondence between the data f...

Page 61: ...t Software Operation To map the fields from the CSV file to the FaxFinder Address Book format you create a custom template file using the FaxFinder s Template Mapping screen Multi Tech Systems Inc FaxFinder Client User Guide 61 ...

Page 62: ...The Address Book Export screen will appear 2 Use the Delimiter drop down list to choose the kind of character that will be used to separate the fields of information in the Address Book entries 3 Click Export 4 The Save Delimited Address Book screen will appear Save the CSV file with an appropriate filename Multi Tech Systems Inc FaxFinder Client User Guide 62 ...

Page 63: ...A delimited file can be exported with or without a first row that defines the columns Check the First Line Headings checkbox if the import file has first line headings 4 In the Delimiter dropdown menu choose the delimiter used in the CSV file comma semicolon colon or tab 5 Under CSV import field mapping template click Browse Select the template file the file extension is yml that is needed to map ...

Page 64: ...cord buttons to page through the entries as they would appear if you proceed with importing If the entries are to your liking click OK If the entries are not properly organized will may need to adjust your Delimiter and or First Line Heading settings Or you may need to modify the template see Importing CSV Files into FaxFinder Address Book with a Customized Template later in this chapter Multi Tec...

Page 65: ...ings but the First Line Headings checkbox was not checked The consequence of this mistake is to have a meaningless entry in your Address Book Corrected File After the First Line Headings checkbox has been checked the meaningless entry is no longer present If you attempt to import with the wrong delimiters suppose the import CSV file is delimited by commas and you attempt to import it using semicol...

Page 66: ...tains extra information beyond the fields of the New Contact screen In such cases you will have to create a template file with file extension yml that properly maps the useful information from that CSV file into the format of the New Contact screen 1 Consider a CSV file that has been exported from MS Excel Compare the field structure of this file to that of the New Contact screen of the FaxFinder ...

Page 67: ...he Imported Fields drop down box presents a list of all of the fields present in the CSV file 4 Click on the Imported Fields drop down box and select the field name from the CSV file that matches or most closely matches the name of the New Contact screen field into which that information will be placed 5 Then click to map that selected field from the CSV file to the corresponding field in the New ...

Page 68: ...een 7 When the field names from the CSV file cannot logically be mapped from the CSV file to the New Contact screen for example the Position field from the CSV file cannot be logically mapped to any New Contact screen fields skip that CSV field 8 Search in the Imported Fields drop down list for appropriate CSV fields and use the button to map such CSV fields to New Contact screen fields as needed ...

Page 69: ...g all appropriate CSV fields to New Contact screen fields 11 When the mapping is complete click OK You will then be prompted to name the template file that you have just created to accommodate this CSV file Multi Tech Systems Inc FaxFinder Client User Guide 69 ...

Page 70: ...h entry before importing If the entries are correct click OK to return to the Address Book Import screen 14 If the entries are not right you can use the Modify Template command to revise the template as needed 15 When you are satisfied that the mapping is set up correctly click Import at the Address Book Import screen The importing activity will be indicated in the Device Status tab of the FaxFind...

Page 71: ...Chapter 3 FaxFinder Client Software Operation 16 The new entries from the CSV file will now appear in your Address Book Multi Tech Systems Inc FaxFinder Client User Guide 71 ...

Page 72: ...stablished standard Address Book to furnish to a new client user To provide such a standard starter Address Book for new client users follow the steps below 1 The FaxFinder Administrator or other keeper of the standard Address Book should export his her Address Book with an appropriate file name At the FaxFinder Client software go to Address Book Export Choose the required delimiter from the Delim...

Page 73: ... and browse to the standard client to client import template file in the lower part of the screen the file name will be FaxFinder Client Import_template yml or something similar and this file will be available as soon as the client software is installed 5 The new client user should click Import The organization s standard Address Book will then be installed and available for use by the new client ...

Page 74: ... pages can also be modified or customized to meet individual needs see Creating or Modifying Cover Page Styles later in this chapter In this section we present an example of using a stock cover page 1 We will send the fax from the Windows Notepad program In this program one sets the printer by going to File Page Setup Printer Properties Name and in the drop down list set Multi Tech FaxFinder as th...

Page 75: ...formation about the recipient that had been stored when this party was entered into the Address Book you can view the details on any Address Book entry by clicking Edit from the Address Book screen Recipient contact info from the Address Book entry will appear later in the automated fields of the cover page Sender contact info from the Options menu will also appear on the cover page Which details ...

Page 76: ...Chapter 3 FaxFinder Client Software Operation 4 The FaxFinder Send Fax screen appears again but this time our recipient has been entered Multi Tech Systems Inc FaxFinder Client User Guide 76 ...

Page 77: ...ge Style drop down list We can then type a subject for the fax message and type a cover page note each in the appropriate fields Suppose we choose the style called BoldComplete We can view it by clicking View Edit on the FaxFinder Send Fax screen The requested file will appear in the Template Editor screen Multi Tech Systems Inc FaxFinder Client User Guide 77 ...

Page 78: ...e appears after the sender and recipient information has been automatically inserted click Preview Fax This is how the fax cover page will be sent 7 To send the fax simply click Send Fax in the FaxFinder Send Fax screen Multi Tech Systems Inc FaxFinder Client User Guide 78 ...

Page 79: ... customizing an existing stock cover page style template Creating New Cover Page Templates 1 Open the Cover Page Generator program Go to Start Programs FaxFinder Client Software Cover Page Generator You can also open the Cover Page Generator program from the FaxFinder Fax Client Software program by opening the Edit menu and selecting Edit Cover Page Template 2 The main Template Editor screen will ...

Page 80: ...transferred from the FaxFinder Client Software Options screen onto the cover page information about the recipient will come to the cover page from the FaxFinder Address Book s Contact screen or from the FaxFinder Send Fax screen if the Add Recipient button is used to specify the fax recipient and occasional information will come from the FaxFinder Send Fax screen for the subject of fax and the com...

Page 81: ... Phone Number Destination Fax Number FF Client Contact screen or Send Fax screen Recipient s Fax Number Date client s PC Date of Fax Transmission Subject FF Client Send Fax screen Subject of Fax Message Comment FF Client Send Fax screen Comment about Fax Message Title not used not used Department not used not used Address 1 FF Client Contact screen Recipient s Street Address Address 2 not used not...

Page 82: ...k on it and drag an edge or a handle until the desired size shape is achieved 7 Select the Edit Box or Field Text cursor labeled ab and drag to open the desired field Double click on the box you have opened The Properties screen will appear Scroll down the list and highlight the field type listed in the Type drop down list that you want on the cover page There is no need to use the Title field Cli...

Page 83: ...ave a solid fill or a shading called hilight These graphic functions are described in the table below Shape Cursors A B C D E A Line B Rectangle C Ellipse D Hilight shape E Fill shape Use to draw Use to draw rectangles Use to draw ellipses Not supported When selected any rectangle or ellipse made will have a black fill To set the line width for lines rectangles and ellipses use the drop down box a...

Page 84: ...re When saved to this location the file name of the customized cover page template you have created will appear in the Cover Page Style drop down list on the FaxFinder Send Fax screen 10 We advise previewing and printing your custom cover page template using the Multi Tech Tiff Viewer program rather than the Template Editor program The illustration below shows how the fields specified in the Templ...

Page 85: ...ient software has been installed Typically this will be C Program Files Multi Tech Systems FaxFinder Client Software Cover Pages Select a cover page template from the list For our example we will use the cover page template file FaxComplete cpg 3 In the File menu select Save As and rename the file saving it in the Application Data directory for the FaxFinder client software this is a default direc...

Page 86: ... Construction Inc 4 You can use the Tab key to skip from field to field in the template Note however that any values added to template fields will be overwritten by values specified in the Address Book in New Contact screens launched from Edit Add Contact in the FaxFinder Fax Client Software program Multi Tech Systems Inc FaxFinder Client User Guide 86 ...

Page 87: ...sert menu of the Template Editor select Image Browse to the location of the graphics file to be used Click Open Move the cursor to the desired location of the graphic Then click and drag to size the graphic Click and drag on the cursor dots on the periphery of the image to resize it and set its vertical horizontal aspect ratio Multi Tech Systems Inc FaxFinder Client User Guide 87 ...

Page 88: ... the purposes of our fictitious company Rocky Mountain Construction Inc we will use the slogan Building on New Horizons Select the Static Text cursor labeled N and drag to open a text box at the bottom of the template page Enter the slogan Multi Tech Systems Inc FaxFinder Client User Guide 88 ...

Page 89: ...his will be C Documents and Settings username Application Data Fax Finder Client Cover Pages For our example we will overwrite the file using the file name rmc1 cpg which befits the purposes of our fictitious company Rocky Mountain Construction Inc 8 To use your customized template when sending a fax you must click Use Cover Page in the FaxFinder Send Fax screen Then scroll through the Cover Page ...

Page 90: ...utomated fields on the cover page template will be filled in with information from the Address Book if the recipient is listed there Click on Preview Fax in the FaxFinder Send Fax screen to examine the fax with cover page Multi Tech Systems Inc FaxFinder Client User Guide 90 ...

Page 91: ...New Ctrl N Creates new cover page template file Open Ctrl O Opens an existing cover page template file for viewing or editing Save Ctrl S Saves cover page cpg file at current path Save As Saves cover page cpg file at new path that user specifies Print Ctrl P Prints the current cover page template Exit Closes current cover page template file and closes program User is prompted to save Multi Tech Sy...

Page 92: ...sert an automated field into the cover page template The values inserted into automated fields come from FaxFinder Address Book FaxFinder Send Fax screen from client user s PC and from the remote fax sender When you create a new Edit Box you must select it and double click on it to make the Item ID screen appear It is in the Item ID screen that you specify which type of information will be placed ...

Page 93: ...select width of lines Hilite Not supported Filled Object When selected rectangles and ellipses created will have black fill deleting objects Use the keyboard Delete key to delete a selected object Line Size dropdown menu Use to select line widths for line objects rectangle objects and ellipse objects This icon is located at the far right on the screen You may need to open the program to Full Scree...

Page 94: ... response 1 The client user receives an email message from the FaxFinder about a partially or wholly failed fax sent to him her 2 Advise the sender of the fax to re send all or part of the fax 3 If the fax was only partially a failure then TIFF PDF files for the successful pages will be attached If any pages of the fax failed then an additional file will be attached to the email message It will ha...

Page 95: ... service is required products may be shipped freight prepaid to our Mounds View Minnesota factory Multi Tech Systems Inc 2205 Woodale Drive Mounds View MN 55112 Attn Repairs Serial ____________ A Returned Materials Authorization RMA is not required Return shipping charges surface will be paid by MTS to destinations in U S and Canada Please include inside the shipping box a description of the probl...

Page 96: ...t collect unless other arrangements are made in advance Please direct your questions regarding technical matters product configuration verification that the product is defective etc to our Technical Support department nearest you or email support multitech com When calling the U S please direct your questions regarding repair expediting receiving shipping billing etc to our Repair Accounting depar...

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