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RelayFax SMTP Client v7.1 - User Manual

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1. RelayFax This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or ary portion of it may result in severe criminal and civil penalties and will be prosecuted to the maximum extent possible under taw Copyright 1996 2014 Alt N Technologies Ltd AR N Techn les RelayFax and related trademarks are the property of technologies An N Technologies Lid and are registered and or used in the US and countries around the workd RelayFax SMTP Client v7 1 RelayFax SMTP Client User Manual Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Products that are referred to in this document may be trademarks and or registered trademarks of the respective owners v7 1 0 April 2014 Contents 3 Table of Contents Section Introduction 6 Section Il Using the RelayFax SMTP Client 10 Section Ill Properties Dialog 14 t Personal Settings iii a ta 14 ZODEIVER DOUINGS A A a AA 16 3 Dialup Settings 17 A Cli nt SO tt Gs asses icteshi sees ec na tea a A A We carveatieres 19 5 Scanner Settings iii Aita 21 6 Contact Lis iii ad 22 Section IV Compose Fax Dialog 24 1 Compose Fax Dialog coo a ia 24 2 PONEMOS A A 25 3 Cover Pages ecooiiicicicinnicicicii ia 28 A Send Schein A canes A chee weds sees eect ethane teeta 32 5 SCan Image mn ne Ges Re Sees eee ee oes EE eure nt ds Cuca ties oleae ok 33 SCANNING OPtiOnS lt aiceceiaseve
2. Scanner Settings Contact List Dialup profile Logon name Use this RAS dialup profile Logon password Edit profile Connection persistence Once established RelayFax will not close the RAS session Keep sessions alive for at least minutes 0 immediate close Copyright 1996 2014 All rights reserved Alt N Technologies Ltd 18 RelayFax SMTP Client v7 1 Use the options on this pane if you need to configure your client to dial in to the Internet in order to pass a fax to the RelayFax server for faxing If your computer resides on a network or you have some other direct connection to the Internet such as DSL then this feature will not be necessary Dialup Control Enable RAS dialup dialdown engine Click this checkbox to enable disable the dialup feature Make this many attempts to establish a session RelayFax will attempt to connect to the remote host this many times before giving up After dialing wait this many seconds for a valid connection This value determines how long the client will wait for the remote computer to answer and complete the dialup connection Dialup Profile Logon name The value specified here will be passed to the remote host during the authentication process Logon password The value specified here will be passed to the remote host during the authentication process Use this RAS dialup profile This drop down list allows you to select the session profile that has
3. You can also click Send again if you wish to try to send the fax again or Cancel fax to cancel it Error talking to sg example com Je RelayFax SMTP client could not deliver fax image to sg examp E Partial Session Transcript A tecord resolution of sg example com in progress Host sg example com resolved to 10 10 42 18 Waiting for socket connection Winsock Error 10061 W SAECONNREFUSED The conn SMTP session abnormally terminated O bytes transferred End Partial Transcript gt Sending C Documents and Settinas AdministratorsApplication D Copyright O 1996 2014 All rights reserved Alt N Technologies Ltd z RelayFax SMTP Client v7 1 4 3 Cover Pages RelayFax SMTP Client v7 0 0a Compose Fax Properties Send Schedule Scan Image Attached Documents Advanced Options Cover pages Do not attach a cover page to this fax Sometimes the first page of the document you are sending may itself be the cover page O Let the RelayFax server attach a cover page to this fax Click here to have the RelayFax Server determine which cover page to attach to your fax Attach one of my personal cover pages to this fax Select this option to attach a cover page that has been created and stored on your local machine Select cover page ACCOUNTING COV Ad d CONFIDENTIAL cov FOR YOUR INFORMATION cov Il Previ GENERIC cov URGENT cov This pa
4. Send Schedule Click here to have RelayFax schedule your fax immediately It will be sent at the earliest opportunity Scan Image Attached Documents E O want to schedule my fax for sending at a particular date and time Advanced Options Select the date to send your fax E Select the time to send your fax This pane makes it possible for you to designate a specific date and time for RelayFax to send your fax Schedule fax for specific time want my fax to be sent immediately Click this option if you want the RelayFax server to send your fax at the earliest opportunity and on the first available fax modem want to schedule my fax for sending at a particular date and time Choose this option to cause the RelayFax server to send your fax at a specific date and time Select the date to send your fax Type the date that you want your fax to be sent The date must be in the format mnydd yyyy You can also click to open a calendar from which you can choose the date instead Select the time to send your fax Use the drop down list boxes to choose the hour AM or PM and minute to send the fax Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Compose Fax Dialog 33 4 5 Scan Image RelayFax SMTP Client v7 0 0a Compose Fax Scan image Properties These options allow you to scan a document and send it as a fax Cover Pages Send Schedule Click here to select the default scanning dev
5. the NOTES or COMMENTS section of the cover page You can specify more than one line of comment text by placing e into the text where a line break should appear Designates a specific date and time to send the fax Example SCHEDULE 01 01 2001 05 30 PM NOTE The day and date parameters must be two characters 01 02 etc The year must be four The hour must be 01 12 with AM or PM following the minutes Sets a priority value for the fax 00 is the highest priority and 100 is the lowest Messages will always be faxed in the order of their priority setting When no priority setting is present they will be treated as normal with a setting of 50 This macro specifies how long RelayFax will wait for the receiving fax machine to answer This is a value in seconds Copyright 1996 2014 All rights reserved Alt N Technologies Ltd 4 RelayFax SMTP Client v7 1 RETRYATTEMPTS Number RETRY DELAY Number NOCOVERPAGE true BANNERTEXT Text Example Start This macro specifies how many times RelayFax will retry a failed fax attempt This macro specifies the number of seconds RelayFax will wait between subsequent fax attempts This macro will prevent RelayFax from generating a dynamic cover page and sending it along with your fax This is useful for situations in which you either do not want a cover page or the first printed page of your document is the cover page for the fax This macro specifies
6. the fax client will look for a reference to a text file the contents of the file will be included in the comment section of the cover page The text file must be contained in the RelayFax App subfolder Each page isa separate fax Click this check box if you wish to treat each page of a document printed to the OCR Printer Driver as a separate fax If using this option be sure to include an identifier listed above such as FAXTO or EMAILTO on each page of the document You can also use this feature to include multiple consecutive pages of a document in a single fax Any pages that do not include either a FAXTO or EMAILTO identifier will be appended to the fax delimited by the last page that did include one of those identifiers For example if page one and page six of a document included a FAXTO identifier then pages one through five would be included with the first fax and pages six and subsequent pages would be included with the second fax Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Properties Dialog 21 3 5 Scanner Settings RelayFax SMTP Client v7 0 0a amp Options Scanning options Personal Settings The scan button on my scanner launches this program Server Settings This is a partial application of the Microsoft Still Image API Dialup Settings Client Settings C Enable Quick Scan feature Scanner Settings This option bypasses the scanner driver Ul and scans a single page using Contact L
7. 7 Begin the broadcast Click Finish to start broadcasting your fax Broadcast Fax Wizard Your broadcast fax is ready to send Press Finish to send the fax broadcast request to the RelayFax server Copyright 1996 2014 All rights reserved Alt N Technologies Ltd s RelayFax SMTP Client v7 1 See also ODBC Selector Wizard 56 5 4 3 ODBC Selector Wizard If you choose to build the Broadcast Fax recipient list from a database instead of a previously prepared text file use the following steps to do so Step 1 Prepare your database Prepare your database making sure that the table from which you wish to build the list contains fields for each recipient s fax number name and company Add the database to your Windows ODBC Data Source Administrator ODBC Data Source is located in either the Control Panel or Administrative Tools under the Control Panel depending upon which version of Windows you are using Step 2 Open the Broadcast Fax Wizard Right click the RelayFax SMTP Client tray icon and click Send broadcast fax This will open the Broadcast Fax Wizard Step 3 Open the ODBC Selector Wizard In the Broadcast Fax Wizard click ODBC data source to open the ODBC Selector Wizard Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes Broadcast Fax Wizard Select the file which contains the fax numbers for this broadcast fax event Browse Contacts ODEC da
8. However it is possible and sometimes most effective to simply load up your email client and directly generate a message to be faxed This is done by composing your email message and addressing it to one of the email accounts that you know RelayFax is monitoring For example if RelayFax is collecting all the email messages sent to FaxServer example com then sending your message to that address will get it faxed Several special considerations must be observed in order to use this method of faxing Including a Fax Number in the TO Header When you address your email message you can specify just a fax number on the TO line like this 555 1212 lt FaxServer example com gt You can also specify the recipient s name company information and fax number like this 555 1212 Jeff Boyd Forest Park Lanes lt FaxServer example com gt Note how each part within the quotations is separated by a comma The format is like this Open Quote FAX NUMBER Comma PERSONAL NAME Comma COMPANY NAME Close Quote Because the various sections are separated by a comma you will need to enclose in quotation marks any field value that contains a comma For example 555 1212 Boyd Jeff Alt N Technologies Ltd lt FaxServer example com gt Finally you can specify just the recipient s fax number and company name like this 555 1212 Alt N Technologies Ltd lt FaxServer example com gt Using a Fax Number i
9. a cover page the cover page will be chosen in the next step If you have selected a file to send and you want the client to convert the document for you before sending it rather than letting the fax server convert it for you click Convert document to TIFF format before sending Click Next Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes 53 Broadcast Fax Wizard Select the fax image file you wish to use for this broadcast fax event You can also select a Microsoft Office document or any other document eligible for attachment faxing C Program Files R elayFax App M y_Broadcast_Fax_01 do Convert document to TIFF format before sending C This broadcast fax consists of a cover page only Step 5 Choose the cover page Choose the cover page for the fax If you need to create a new cover page or edit an existing one click Advanced to open the Cover Pagel 28 dialog If you don t want to include a cover page with the broadcast fax then click the checkbox next to I do not wish to use a cover page Click Next Copyright 1996 2014 All rights reserved Alt N Technologies Ltd s RelayFax SMTP Client v7 1 Broadcast Fax Wizard Select the cover page to use for this broadcast fax event ACCOUNTING COV Advanced CONFIDENTIAL cov Advanced FOR YOUR INFORMATION cov GENERIC cov URGENT cov Subject text for cover page built a computer in my garagel Commen
10. a fax is printed it will be folded into an email message and spooled to this mail server to be sent to RelayFax C My server requires authentication Account name Enable SSL TLS Password A Optional path to RelayFax server s RFC822 directory Browse TCP IP delivery isn t used when you have direct access to RelayFax RelayFax account email address RelayFax account email address RelayF ax example com This is the email address of the RelayFax account The RelayFax Server is monitoring this account for new fax messages so this is where we need to send ours This dialog is used to configure various settings that the RelayFax SMTP Client needs in order to process your faxes Mail Server Properties My mail server s domain name or IP address Enter the domain name or IP address of your mail server where your email account is located This could be a mail host provided by your Internet service provider a mail service provider or a server located at your company When sending a fax the RelayFax SMTP Client will fold it into an email message and then send that message to this mail server for delivery to the RelayFax Server mailbox Send on this TCP port The client will send your messages on this port Visually verify transfer of fax data to server Normally the client transfers fax data in the background Click this switch to interactively monitor transactions as they occur My server requires authenticat
11. also be added to the Recipient list by using the Contact Manager 22 or the MDaemon Outlook Contacts dialog Click Contacts and then choose either the RelayFax Contacts or MDaemon Outlook Contacts option to open the desired dialog If using the Contact Manager click any entry that you wish to add to the list and then click OK If using the MDaemon Outlook Contacts dialog click the desired entry and then click either the Send Email or Send Fax icon In both dialogs you can select multiple entries by holding down the CTRL key as you click them When using the MDaemon Outlook option you can access either your WorldClient contacts stored online in your MDaemon WorldClient email account or you can access your Outlook contacts stored locally under an Outlook profile when Outlook is your default email client Email Recipients If you wish to email a copy of the fax to someone click this button to specify the address Recipient List This is the list of all the recipients that will receive a copy of this fax This list must contain at least one recipient Remove Click this button to remove selected entries from the Recipient List Comments for cover page Use this box to enter any text that you wish to appear in the comments section of the cover page If there is more text than will fit in the space provided a separate page will be created for the comments Comments are limited to 3000 characters Any text beyond 3000 characters is ignored
12. been previously defined through windows Dialup Networking or Remote Access Services Setup New profile Click this button to create a new Dialup Networking or Remote Access Services profile Edit profile Click this button to edit the currently selected Dialup Networking or Remote Access Services profile Connection Persistence Once established RelayFax will not close the RAS session By default RelayFax will shut down a created connection immediately after all mail transactions have been completed and the session is no longer in use Selecting this option will allow the session to remain active even after all mail has been sent Keep sessions alive for at least XX minutes If enabled this option will allow a RelayFax created RAS session to survive for at least the number of minutes specified Placing a zero in this entry will cause the connection to be immediately closed after all transactions have been completed Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Properties Dialog 19 Hangup This button will break the connection to the ISP This button is active only if RelayFax has initiated the dialup session 3 4 Client Settings RelayFax SMTP Client v7 0 0a amp Options RelayFax SMTP client options Personal Settings C Remember and use the previous fax settings each time the client loads Server Settings Dialup Settings Client Settings Click here if you wish for these settings to be remembere
13. file can be displayed in this field When scanning multiple pages the first one will be listed here and the remainder will be listed on the Attached Documents 3 pane View Click View to open the file listed in the Current fax image file control See also Scanning Options 34 Scanner Settings 24 Attached Documents 36 4 5 1 Scanning Options Scanning Options Scanning options Number of pages to scan 1 0 all pages in ADF unit a A C Use automatic document feeder Warning selecting this option when no ADF unit exists can lead to system instability Scan resolution 200 dpi Brightness adjustment 0 Dark J Contrast adjustment 0 Low Scanning Options Number of pages to scan xx If you are sending a multi page fax use this control to enter the number of pages that it contains including cover page You will be prompted to ready each page before it is scanned Depending upon your scanner a product specific user interface may or may not appear If you are using an automatic document feeder ADF with your scanner then you may enter 0 to cause it to scan all loaded pages Be sure to enable the Use automatic document feeder control if you are using one Use automatic document feeder Click this check box if your scanner is equipped with an ADF unit Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Compose Fax Dialog 35 Do not enable this control if your scanner
14. isn t equipped with an automatic document feeder Configuring the client to use an ADF unit when there isn t one could lead to errors or system instability Scan resolution Click the drop down list box and choose the resolution setting that you want to be used when scanning the documents Brightness adjustment Use This slider to adjust the brightness setting that will be used when scanning Contrast adjustment Use this slider to adjust the contrast setting that will be used when scanning Not all scanner device drivers will accept the Resolution Brightness and Contrast settings from RelayFax You may have to replicate these settings once the scanner driver user interface has loaded Copyright 1996 2014 All rights reserved Alt N Technologies Ltd 36 RelayFax SMTP Client v7 1 4 6 Attached Documents RelayFax SMTP Client v7 0 0a E Compose Fax Properties Cover Pages Send Schedule Scan Image Attached Documents Advanced Options Attach these documents to this fax You may specify additional documents to include in your fax here C Documents My Fax Document txt Add this document Acquire Browse When this fax is dispatched to the RelayFax Server the documents specified here will be sent along with it IF your RelayFax Server is configured to allow Attachment Faxing these documents will be converted and faxed also C Convert documents to TIFF format before
15. sent Send priority 0 100 50 0 highest 50 normal 100 lowest This pane is used to specify the email address to which fax images will be mailed and other properties associated with sending the fax Faxing Options want confirmation that this fax was sent properly Click this checkbox to request that RelayFax send you a confirmation notice when it has successfully transmitted your fax Ordinarily RelayFax would only send a message to you if it could not send your fax This feature will only work if the RelayFax Server has been configured to honor these requests want a copy of this fax attached to the confirmation message Click this option if you want the confirmation message to have a copy of your sent fax attached to it This control will not be available when the I want confirmation that this fax was sent properly control is cleared Copyright 1996 2014 All rights reserved Alt N Technologies Ltd s RelayFax SMTP Client v7 1 Send Priority This control if for designating a priority value for your fax The order in which RelayFax will send faxes is determined by each fax s priority value O is the highest priority and 100 is the lowest Higher priority faxes will always be sent first If this control is left blank then RelayFax will assign the normal priority value of 50 4 8 Error Message After clicking Send Fax on the Compose Fax dialog a warning message may appear informing you tha
16. 5 1212 set the fax number here e LastRecipientName Arvel Hathcock set the recipient s name here e LastRecipientCompany Alt N Tech set the recipient s company here e LastFaxSubject Sample Subject set the subject of the fax message here e LastComments This is ea comment comments for cover page e line break e LastEmailAddress FaxServer mycompany com address of RelayFax Server s email account e ConfirmSend Yes or No request a send confirmation e NoCoverPage Yes or No use a cover page e DefaultCoverPage Yes or No user server assigned cover page e SpecificCoverPage Yes or No use a specific cover page e LastCoverPage FILENAME filename of specific cover page to use e VerifyTransfer Yes or No view mail sessions in progress Once the above parameters are set to your liking set the following key to activate automatic faxing AutoFax Yes or No If the AutoFax key is set to Yes the RelayFax SMTP Client will create and spool the next printed document sent to the RelayFax Printer Driver automatically without prompting the user for any information After doing so the RelayFax SMTP Client will reset the AutoFax key to No When specifying the LastCoverPage key use only the name of the cover page file not the complete path to the file itself The Client will assume the file is located in the Cover Page Directory Also the NoCoverPage DefaultCoverPage and SpecificCoverPage keys work together Only one ca
17. Client v7 1 5 Working with Faxes 5 1 RelayFax Printer Driver Printer Name RelayFax Printer Driver Properties Status Idle ater i Find Printer Type RelayFax Print Driver Where D Print to File Comment T Manual duplex Page range Copies all Number of copies fi Current page C Selection Pages a E M Collate b 1 Enter page numbers and or page ranges separated by commas For example 1 3 5 12 Print what Document showing markup hd Zoom E Pages per sheet Print All pages in range oe 1 page x Scale to paper size No Scaling v cose With the RelayFax Printer Driver you can fax documents directly from within the applications that you use to create them You can do this by printing the document to the RelayFax Printer Driver instead of to your usual printer After setting the desired parameters click OK and then the client s Compose Fax dialog will be opened automatically for completing the fax will be set to the proper resolution Exercise caution in During installation the RelayFax Printer Driver s default settings changing these settings Failure to properly configure the printer driver will result in improperly formatted fax images that appear out of scale or otherwise deformed Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes RelayFax Printer Driver Properties Start Application Watermark Embed Annotation Device Settings Fi
18. Comments for cover page up to 1000 characters This field is required when sending cover page only faxes suggest get out of there hear the Dane is looking for you On this pane you will specify the number to which you want the fax to be sent the subject of the fax the recipient s name and company and any comments that you want to appear on the fax s cover page Fax Specifics Fax number Enter the fax number to which you want your fax to be sent and then click the Add button to add it to the recipient list This will also add the contents of the other recipient information fields Recipient s Name Place the name of the fax recipient here Recipient s Company Place the name of the fax recipient s company here Fax subject keyword Enter the subject of the fax into this field This field can also be used for entering keywords that the RelayFax server s fax rules system may be configured to search for Billing code This control will display the default billing code value that you have designated on Copyright 1996 2014 All rights reserved Alt N Technologies Ltd z RelayFax SMTP Client v7 1 the Personal Settings pane of the Client Properties dialog You may enter an alternate value into this text field if you wish to override it for the current fax Add Click this button to add the contents of Fax number Recipient name and Recipient company to the recipient list Contacts Entries can
19. Send Fax After you have filled in all areas relevant to your fax click this button to send it The RelayFax SMTP Client will fold the fax into an email message and dispatch it to the RelayFax Server The Recipient List must contain at least one entry for this button to be enabled To send a cover page only fax simply use this pane to enter the recipients and your comments and then click Send Fax As long as you have not included any Attached Documents 38 the cover page with your included comments is all that will be sent Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Compose Fax Dialog Error Message After clicking Send Fax on the Compose Fax dialog a warning message may appear informing you that the client encountered an error while attempting to deliver the fax This is usually due to an error in your Client Properties configuration a partial transcript of the delivery attempt will be displayed to help you diagnose the problem Click Open Properties to open the Client Properties dialog so that you can check your settings The mail server and dialup settings information on this dialog must be entered properly in order for the client to be able to deliver messages Make sure that the correct IP address or domain name of your mail server has been entered on the Server Settings 16 pane and that correct ISP account information has been entered on the Dialup Settings 1 pane if using the dialup features
20. a 42 Email Macros 43 Enabling RAS dialup dialdown engine 17 Error Message 25 38 Error sending fax 25 38 F Fax broadcast 10 Fax Broadcasting Sending 50 Wizard 50 Fax Messages Attaching Documents to 43 Fax number 14 Fax Properties 25 Fax Viewer 41 FAXCLNT EXE file 49 FAXCLNT INI fille 49 Faxes Confirming delivery 37 Sending Programmatically 49 Faxing Using a scanner 33 Faxing to a list 50 FAXPARMS 49 feeder 21 Formatting Characters 48 Introduction 6 ISP Account Information 17 Ms Keywords 25 Macros Email 43 Mail Server 16 Message Error sending fax 25 38 O OCR Printer Driver Options 19 ODBC Selector Wizard 56 P Personal settings 14 Printer Driver 40 Printing Faxes 41 Profiles Dialup 17 Properties Client 25 Properties Dialog Client Settings 19 Contact List 22 Dialup Settings 17 Personal Settings 14 Scanner Settings 21 Server Settings 16 Q Quick scan 21 R Recipient s Company 25 Recipient s Name 25 RelayFax Driver 40 RelayFax Fax Viewer Editing faxes 41 Printing faxes 41 Viewing faxes 41 RelayFax Printer Driver 40 RelayFax SMTP Client 10 Copyright O 1996 2014 All rights reserved Alt N Technologies Ltd RelayFax SMTP Client 10 Mail Server 16 Attached Documents 36 Printer Driver 40 Attaching files to faxes 36 Properties 16 25 Attaching personal cover pages to faxes 28 Sending Faxes Programmatically 49 Comments for cover page 25 Server s domain name 16 Cover P
21. a Eaa araar arara a a aA aa 56 Index 61 Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Section 6 RelayFax SMTP Client v7 1 4 Introduction RelayFax includes a special application called the RelayFax SMTP Client which can be installed on your network workstation at home or at any other remote location The RelayFax SMTP Client and the accompanying RelayFax Printer Driverl40 and RelayFax OCR Optical Character Recognition Printer Driver make it possible to fax anything that you can scan or print The client will attach the relevant document to an email message and then send it to the RelayFax server Then based upon the contents of the message or the fax rules configured on the server RelayFax will route the fax to its appropriate destination The client also contains a Cover page only feature for sending short messages requiring only a cover page Documents can be faxed by printing to the RelayFax Printer Driver instead of to your normal printer scanning them using the client s scanner and twain support or by attaching files using the client s Attached Documents pane Whenever you scan a document or print one to the RelayFax Printer Driver the RelayFax SMTP Client will be opened automatically for completing your fax You will enter the fax recipient information manually or with the Contact Manager choose from several other options su
22. ages 28 Servers IP Address 16 Dialup Settings 17 Source 33 Fax Properties 25 Special characters 48 Fax Specifics 25 Introduction 6 Mail Server 16 a T g Overiew 6 Twain 33 Printer Driver 40 Properties 16 25 Sending Faxes Programmatically 49 U Server s domain name 16 Server s IP Address 16 Updating the client 10 Return receipt 37 Using the RelayFax SMTP Client 10 S V Saving settings 19 Viewer Scan Image 33 Editing faxes 41 Scanner Settings 21 Printing faxes 41 Scanning 10 Viewing faxes 41 Scanning options ADF 34 W Document feeder 34 Resolution 34 Warning 25 38 Schedule 32 Windows Address Book 22 Send fax error message 25 38 Send Schedule 32 Sending Faxes 25 Sending Faxes Programmatically 49 Sending faxes via an email client 42 Sending to multiple users 50 Server 16 Shortcut Menu Client 10 SMTP Client Attached Documents 36 Attaching files to faxes 36 Attaching personal cover pages to faxes 28 Comments for cover page 25 Cover Pages 28 Dialup Settings 17 Fax Properties 25 Fax Specifics 25 Copyright 1996 2014 All rights reserved Alt N Technologies Ltd
23. ch as alternate cover pages and scheduling and then click the Send Fax button The client will then email the document to your RelayFax server s mailbox dialing into the Internet if necessary where it will be collected and faxed to its final destination When faxing documents via the RelayFax OCR Printer Driver the documents will be scanned for specific identifiers to determine the recipient s fax number and name the subject of the fax and so on It will then be sent to your RelayFax server normally just like when sending manually or printing to the RelayFax Printer Driver The Fax Client however will not be opened because the recipient and other information will be taken from the document itself The RelayFax SMTP Client and RelayFax Printer Driver can also be accessed by custom applications in order to automatically fax documents For more information on using this functionality see Sending Faxes Programmatically 49 RelayFax SMTP Client Features e Immediate faxing from within any application by printing a document to the RelayFax Printer Driverl 4d e A cover page comment 25 feature allows quick and easy faxing of a brief cover page only message e Full twain device support 33 for faxing from scanners and digital cameras e Quick Scan 2 features make it possible to scan and fax documents by simply clicking a shortcut menu option or pressing the button on your scanner e Contact Manager 2 that can be used to share co
24. clude the fax services Existing Cover Pages This box displays all available cover pages that you have created Remove You may delete a cover page by selecting it from the Existing Cover Pages list and then clicking the Remove button You will be asked to confirm your decision to delete the cover page before proceeding Edit To edit a previously created cover page select it from the Existing Cover Pages list and then click the Edit button The cover page will be loaded into the Microsoft Cover Page Editor not available in XP Home or Vista Home editions For more information on using the Cover Page Editor click Help Help Topics within the editor New To create a new cover page click the New This will open the Cover Page Properties dialog on which you will assign a name for your cover page and include any desired comments or notes about this page for your reference Cover Page Properties New Cover Page Cover Page Cover page properties El Cover page name Accounting What do you want to call this cover page For example My cover page Descriptive comments This is the Accounting Department s cover page Here you may enter up to 255 characters of descriptive text describing your new cover page For example This is the cover page use when sending faxes to the Dallas office Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Compose Fax Dialog 31 Cover page name Type a na
25. contains the string to search for when looking for the name of a comment file to include on the cover page If AUTOEXTRACT is true then this macro contains the string to search for when looking for the fax subject If AUTOEXTRACT is true this macro processes each page of the attached TIF separately This option is used when each page of a single printout should be sent to a separate user This macro specifies an email address to which to send a copy of the fax You can include any number of these macros Each email recipient receives a customized cover page and the fax document will be attached in the image format designated by the RelayFax server Used for including your fax password within the message If RelayFax is configured to require a password then you must use this macro to include it when sending a fax via an email client This macro specifies the fax ID used when RelayFax sends a fax This information is transmitted to the receiving fax machine This macro specifies the subject of the fax to Text This information appears on the cover page Copyright 1996 2014 All rights reserved Alt N Technologies Ltd FROMNAME Text STREET 1 Text STREET 2 Text CITY Text N un 5 gt y 34 O m 4 Oo 4 ZIPCITY true HOMEPHONE Text HOMEFAX Text Working with Faxes 45 This macro specifies real name of the sender of the fax to Text Either of these macros specifies the email addr
26. csecsssevcaccessevsevavensdaccsveccscvsvisusdvesevsedscenseqecwdeeechcsetsuscessteeteaversuaccsvecccavsuesuseveauecvestetessncvdcedts 34 6 Attached Docume ity eiii ceeceesneseveed caveue ieee sent eeieenneevedeniesteaeeeerease 36 T Advanced OPU ONS a a aap a Mann ann en ere are a aae a ler mr anne ere Store ana tn n ue 37 8 Error Message iii cenctid te te et aaar aa tee es 38 Section V Working with Faxes 40 1 R layFax Printer Driver sr rer ann den a 40 2 Viewing Printing and Editing Faxes ss ssssssssssnnneeenneensneennnnees 41 3 Sending a Fax via an Email Client sssssssssssssnnnneeeeneeneeeennnns 42 Sending a Fax Via an EM Aili CMO n 5 555 inecesseccssccessscssnstcesnceessteseseiessionndsseenscsecdassisiaecesscaessoasensesvenscrsaseessscseasteres 42 Attaching Documents to Fax Messages occcocccccnnccnnoncnonnccnnnncnnnncnnnennnnnn cnn cnn erre rana 43 Email Macros iones 43 Banner Text amp Formatting Characters iii 48 4 Advanced Feature wis ccecteccctscsescessecstccesentisscceteseseccesaeenseteseeccesecaetondeaeseudedas ctu dedeceveneaietesteted 49 Sending Faxes Program matically ccs cccsseeeeeeeeeseceeeeneeeeeeeesaeeeeaneesaaeeesaeeeeaneeeaaeeesaeeesaeeesaaeeeeaeesseeeeseeeeesaeees 49 Using the Broadcast Fax Wizard ccssccceeceeeseeeeseeeeseeeeeeneenseeeesaeesesneesaesesneeeseneesaaesesaeeseaneeseaeeesaeeseeneeseeeeeeeeeeas 50 ODBC Selector Wizard minr nd aaa aaa aa a eaa
27. d and used as Scanner Settings defaults when sending the next fax Contact List Even remember the previous Subject keyword value C Exit unload client after sending a fax or pressing the Cancel button RelayFax OCR Printer Driver options Look for fax numbers after this text FAXTO Look for email addresses after this text EMAILTO Look for recipient name after this text NAME Look for recipient company after this text COMPANY Look for subject line after this text SUBJ ECT Look for comments file after this text BODY C Each page is a separate fax RelayFax SMTP Client options Remember and use the previous fax settings each time the client loads Click this checkbox if you want RelayFax to save the client s current settings for the next time the client is opened This will also save any recipient information that you have filled in on the Compose Fax dialog s Properties 25 pane However the Recipient list will not be saved Even remember the previous Subject keyword value If you have enabled the Remember and use the previous fax settings checkbox then click this control if you want the content of the Subject Keyword field on the Properties 25 pane of the Compose Fax dialog to be saved as well Exit unload client after sending a fax or pressing the Cancel button Check this box if you want the Client to exit and the tray icon to disappear after Copyright 1996 2014 All rights
28. er name and company Name fields 2 and 3 are optional If your database contains a single column for Name then you can assign it to Name field 1 and leave the others blank This dialog also contains an optional control that can be used to enter an SQL SELECT statement WHERE clause if necessary Click Next The recipient list will be built and you will be returned to the Broadcast Fax Wizard Copyright 1996 2014 All rights reserved Alt N Technologies Ltd eo RelayFax SMTP Client v7 1 ODBC Selector Wizard Selected table contacts Select columns for the following Name field 2 amp 3 are optional Fax number FaxNumber we Name field 1 FirstName x Name field 2 LastName v Name field 3 none z Company Company id Optional SOL SELECT statement WHERE clause caen Step 7 Continue in the Broadcast Fax Wizard Go to step 3 in the Broadcast Fax Wizard 52 and continue normally from that point forward See also Using the Broadcast Fax Wizard 50 Copyright 1996 2014 All rights reserved Alt N Technologies Ltd tes FT Index A Account Address 16 Acquiring documents 33 Address 14 Address Book 22 Address Express 22 ADF 21 Advanced Options 37 Alt N RelayFax Driver 40 Attached Documents 36 Attaching Documents to Fax Messages 43 Attaching files to faxes 36 Attaching personal cover pages to faxes 28 Automatic document feeder 21 B Banner Text 48 Broadcast Fa
29. ess of the sender of the fax The value must be an email address This macro specifies the one fax recipient Parms can specify a fax number only or a fax number recipient name recipient company name Ex 555 1212 Or 555 1212 Jerry Donald Alt N Tech Or 555 1212 Hathcock Arvel Alt N Tech LTD The sender s street address The sender s secondary address or second line of their street address The sender s city The sender s state or province Sender s zip or postal code This macro specifies the order used in the sender s address If true then the order is zip city and state The default is false city state and zip This is the sender s home telephone number This is the sender s home fax number Copyright 1996 2014 All rights reserved Alt N Technologies Ltd BUSPHONE T ext BUSFAX Text BILLINGCODE Text CCNUMBER Parms v 9 a Z 3 D 7 FROMCOMPANY Text FROMPHONE Text FROMFAX Text CONFIRMSEND true 4 RelayFax SMTP Client v7 1 The sender s business phone number Sender s business fax number The billing code of the sender Use this macro to specify additional fax recipients You can use as many of these macros as you need Specify a single recipient per macro Parms can specify a fax number only or a fax number recipient name recipient company name Ex 555 1212 Or 555 1212 Jerry Donald Alt N Tech Or 555 1212 Hathc
30. et address is 123 Street St Suite 1000 My city My City C Put ZIP before City My state or province TX My ZIP or postal code 112345 My company name Example Corp Home phone 000 555 7777 Homefax 000 555 0099 Business phone 000 555 4321 Bus fax 000 555 0001 Biling code FrankT00 Fax password mnt O e If your RelayFax server requires a fax password enter it here The Personal Settings pane is used to include various bits of personal information on your fax s cover page This information may also be compared by the RelayFax server to its Outbound Fax Rules When a message matches one of the rules the server will perform whatever action the rule was designed to cause It could for example fax the message to a specific destination print it email it to someone and so on Filling in the fields on this dialog doesn t necessarily mean they will all appear on the cover page Cover pages will only display the information that they have been designed to display My Personal Information My real name is Enter your name here This information may appear on the cover page of faxes that you send My email address is Place your email address in this text box RelayFax will send delivery confirmation notices and notifications of problems with your fax to this address Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Properties Dialog 15 This address must match a licen
31. ice Scan Image Image Attached Documents Align document in scanner and click here to scan image Advanced Options R y Current fax image file Please note if you scan multiple pages the first page will be accessible here All the other pages will be listed in the Attached Documents tab The RelayFax SMTP Client supports TWAIN compatible devices such as scanners and digital cameras Direct scanner support makes it possible for you to use the client in the same manner that you would use a typical fax machine You can scan a document at the touch of a button type in a fax number and then click Send Fax to send it Scan Image Source Click the Source button to open the Select Source dialog which lists all available TWAIN devices that it finds on your machine Next select the device that you want the client to use and then click the Select button The selected device will then become the default source from which documents will be acquired Acquire Click this button to acquire a document from the selected source Before acquiring the document the Scanning Options 34 dialog will be opened unless you are using the Quick Scan feature located on the Scanner Settings 24 pane Current fax image file When you acquire a document from a TWAIN device the path to the file will be displayed in this field Copyright O 1996 2014 All rights reserved Alt N Technologies Ltd 34 RelayFax SMTP Client v7 1 9 Only a single
32. ill be sentl 52 Step 5 Choose the cover pagel 53 Step 6 Enter the sender information 54 Step 7 Begin the broadcast 55 Step 1 Prepare the recipient list Prepare a text file or database that contains the fax numbers and names to which you wish to send the fax Remember where this file or database is located The format of the text file must be as follows The file must contain no more than one fax number per line but each line can also contain the recipient s name and company information Lines beginning with or are ignored to allow you to put comments throughout the file as necessary Here are some examples 555 1212 Only the fax number is specified 555 1212 Arvel Hathcock Fax number and recipient name specified 555 1212 Arvel Hathcock Alt N Fax number name and company specified Technologies 555 1212 Arvel Hathcock Alt N Fax parameters may contain commas if Tech LTD quoted 555 1212 Alt N Technologies Only fax number and company specified If you want to build the list automatically from a database then the database must first be included in your Windows ODBC Data Source Administrator This is located in either the Control Panel or Administrative Tools under the Control Panel depending upon which version of Windows you are using If building the list from your fax contacts or address book you will choose the list of recipients in Step 3 54 below Copyright O 1996 2014 All righ
33. ion Click this check box and enter your login credentials below if you are required to log in to your mail server when sending email Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Properties Dialog 17 Account name Enter the account name or login used for logging into your mail server Password Enter the password corresponding to the Account name specified above Enable SSL TLS Check this box if you wish to use SSL TLS when sending faxes to the mail server Optional path to RelayFax server s RFC822 directory If your RelayFax SMTP Client is installed on the same machine as your RelayFax server or one that is accessible via your local area network then you can specify the path to its RFC822 directory here e g C Program Files RelayFax Rfc822 This will deliver your outbound faxes directly to RelayFax instead of having to go through your mail server RelayFax Account Email Address RelayFax account email address This is the email address that the RelayFax server will check for messages waiting to be faxed All of your outbound fax messages should be sent here so that they can be processed by RelayFax 3 3 Dialup Settings RelayFax SMTP Client v7 0 0a E Options Dialup control Personal Settings C Enable RAS dialup dialdown engine Server Settings Dialup Settings Client Settings After dialing wait this many seconds for a valid connection Make this many attempts to establish a session
34. ist the current scanner defaults C Use automatic document feeder Scanning Options The Scan button on my scanner launches this program Click here if you want the RelayFax Client to respond when you press the scan button on your scanner Enable Quick Scan feature Click this control if you want the Scanning Options 34 dialog and your scanner s user interface to be bypassed whenever you scan a document Scanning will begin immediately using the scanner s current default settings Clear this control if you want Scanning Options and your user interface to open before scanning Use automatic document feeder If your scanner is equipped with an automatic document feeder then click this check box if you wish to use it with RelayFax Copyright 1996 2014 All rights reserved Alt N Technologies Ltd 22 RelayFax SMTP Client v7 1 3 6 Contact List RelayFax SMTP Client v7 0 0a Options Contact list Personal Settings The integrated contact list editor is capable of using multiple contact list Server Settings files One could be global for all users while others can be personal to this Dialup Settings machine only Click the button below to load the contact list editor Client Settings Scanner Settings Use Windows Address Book WAB as a default contact manager Contact List Use Address Express as a default contact manager Edit contacts The RelayFax SMTP Client is equipped with integrated sup
35. le Formats Filename Generation Paper Size Paper Letter 8 1 2 x 11 Paper width Units O 01 inch Paper height 0 1mm Add FAX header 0 Pixel T Advanced Papersize Edit paper list Force FAX resolution C 204298 DPI N Create faxable image 204x196 DPI Orientation Portrait C Landscape V Graphic Resolution Resolution Fine FAX Resolution 204 x 196 DPI M Horizontal Resolution DPI Force printer DPI Vertical Resolution DPI Generated Image Size KB About See also Compose Fax Dialog 2 5 2 Viewing Printing and Editing Faxes RelayFax Fax Viewer MyFaximage tif EL Fie View Window Help TA 462 a a JL ar EB Installing the RelayFax SMTP Client on a workstation will also install the RelayFax Fax Viewer a simple utility for viewing and printing fax images This utility will be associated with the proper extensions for opening and printing TIF documents If an existing software package is found associated with the TIF extension that registry entry will be saved under the edit shell command Use the arrow keys to move from page to page in a multi page fax Copyright 1996 2014 All rights reserved Alt N Technologies Ltd e RelayFax SMTP Client v7 1 5 3 Sending a Fax via an Email Client 5 3 1 Sending a Fax via an Email Client Most of the time a fax will be created by printing to the RelayFax Printer Driver from within a Windows application
36. lick the Windows START button and navigate to the client s icon in the RelayFax program group The client starts automatically when you print to the RelayFax Printer Driver from within a Windows application or when you click the scan button on your scanner Using the Client When the client is running an icon will be displayed in the system tray Right click this icon to display a shortcut menu from which you can access various client features About Alt N RelayFax About Alt N Technologies Update RelayFax client Scan and fax Scan and file Scan and email v Scan button launches RelayFax client Enable Quick Scan Exit on send cancel Send broadcast Fax Compose a new fax Properties Shut down RelayFax client 3 The following items are available on the shortcut menu About Alt N RelayFax Click this option to display copyright developer and support information about RelayFax About Alt N Technologies Opens your browser to Alt N Technologies web site Update RelayFax Client Click this option to find out if there is a more recent version of the RelayFax SMTP Client available This will cause a Client Update Request to be sent to your RelayFax server Be sure that you have entered your information into the Server Settings 1 and Dialup Settings A panes of the Properties dialog before attempting to send an update request Without this information the client won t be able to send your request correctl
37. me for your cover page into this text box This may be a descriptive name such as The Frank Thomas cover page Descriptive Comments Here you may enter up to 255 characters of descriptive text or comments regarding this cover page This can be used for reference to easily identify a specific cover page This is helpful when creating Outbound Fax Rules to assign alternate cover pages For example This is the cover page that Frank Thomas uses when sending faxes about his many heroic exploits When this particular cover page is selected from the Existing Cover Pages list this text will appear in the Comments section of the Cover Pages dialog the file lt Cover Page Name gt cmt wW These comments are saved in your cover page folder as Cover page file This is the filename of the cover page Cover pages are stored in the RelayFax Covers subfolder Comments When you create a cover page you will have the opportunity to include some comments or a description of the page for your personal reference These comments will appear in this area when a cover page is selected from the Existing Cover Pages list This text will not appear on the cover page itself Copyright 1996 2014 All rights reserved Alt N Technologies Ltd 32 RelayFax SMTP Client v7 1 4 4 Send Schedule RelayFax SMTP Client v7 0 0a amp Compose Fax Schedule fax for specific time Properties want my fax to be sent immediately Cover Pages 3 A P
38. n be set to Yes The others must be set to No An error will result if more than one of these keys are set to Yes at the same time 5 4 2 Using the Broadcast Fax Wizard The RelayFax SMTP Client s broadcasting wizard makes sending a fax to multiple recipients or a distribution list simple By stepping through the wizard one screen at a time and providing a few pieces of information you can send a fax to any number of recipients listed either in a text file or by acquiring them directly from an ODBC accessible database In the wizard you will choose The text file containing the fax recipients whether or not you want the fax to be cover page only the fax image to send the cover page to use the template to use and some sender information If you want to build the Copyright O 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes 51 recipient list from an ODBC accessible database instead of a text file you can step through an additional wizard s in the middle of this process that will enable you to do so administrator must grant your account permission before you will be able to use the client to send broadcast faxes W This feature may not be available to all users The Broadcast Fax Wizard Step by Step Step 1 Prepare the recipient list 5 Step 2 Open the Broadcast Fax Wizard 5 Step 3 Choose the recipient list or build it from a databasel 52 Step 4 Choose the fax image or document that w
39. n the Email Address Your fax server mail server configuration may have an entire domain e g fax example com dedicated to fax messages allowing a fax number to be used as the mailbox portion of the email address itself If that is the case then you would format the email address like this Frank Thomas Example Co lt 5551212 fax example com gt Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes 4 See Email Macros 43 Attaching Documents to Fax Messages 43 5 3 2 Attaching Documents to Fax Messages The RelayFax Server has the ability to extract attachments and fax them automatically For example it is possible for you to send an email message to the RelayFax Server which contains an Excel or Word document as an attachment The RelayFax Server will extract the document invoke the associated application to print it and then fax the resulting image Any number of separate attachments can be attached and faxed in this manner Page breaks within any given document will be honored and cause multiple pages to be faxed When you send a fax through an email message and not through the printer driver the text of your mail will be placed in the comments section of the cover page if the cover page exists and the length of the text of your message is less than 1000 characters However page breaks within the body of the email message will be honored and cause RelayFax to generate mul
40. ne allows you to specify what cover page if any will be included with an outbound fax Do not attach a cover page to this fax Click this checkbox if you do not want RelayFax to append a cover page In such cases only the printed document will be faxed The information that the RelayFax Server automatically includes on regular cover pages will not be included However each page will still contain a banner at the top When this option is selected the Comments area located on the Properties 2 pane will be unavailable since there will be no cover page on which to list any comments If you want to create a custom cover page and include it with your document instead of the RelayFax formatted cover pages you can use this feature to do so Simply create your cover page using whatever method you wish and then make it the first page of your document Then after printing the document to the RelayFax Printer Driver make sure that the Do not attach a cover page to this fax checkbox is enabled before sending the fax Let the RelayFax server attach a cover page to this fax Click here to have the RelayFax Server attach a default cover page to this fax Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Compose Fax Dialog Attach one of my personal cover pages to this fax Click here and select a cover page from the list and it will be used when the fax is sent Preview Click this button to preview the co
41. ntacts over a network e Confirmation RequestI3 feature that will cause RelayFax to inform the sender when their fax has been successfully transmitted e RAS Dialup 1A controls make it possible for the Client to automatically dial into the Internet when being used remotely e Support for including extra information 25 on the cover page such as recipient s Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Introduction name and company sender s name and contact information billing codes and more e Client may be used to emaill 25 messages directly to users instead of to RelayFax for faxing Scheduling 321 feature so that you can designate a specific date and time to send the fax e By setting the parameters in the FAXCLNT INI file the RelayFax SMTP Client and RelayFax Printer Driver can be accessed programmaticallyl 44 by other applications which enables them to send faxes automatically e Client contains a personal cover page managerl 28 and can utilize custom cover pages e Client allows attachment 381 of documents to outgoing faxes See also Using the RelayFax SMTP Client 10 Copyright O 1996 2014 All rights reserved Alt N Technologies Ltd Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Section to RelayFax SMTP Client v7 1 2 Using the RelayFax SMTP Client Starting the Client To start the RelayFax SMTP Client click the icon on the desktop or c
42. ock Arvel Alt N Tech LTD This macro specifies the port that the fax should be sent on Use care to ensure that you specify a valid port This macro specifies the company name of the sender of the fax This macro specifies the voice telephone number of the sender of the fax This is the voice number value that is used in RelayFax s template files This macro specifies the fax number of the sender of the fax typically the RelayFax Server s fax number This macro specifies that the sender of the fax wishes to receive a confirmation message when the fax has been successfully sent The value of this macro should be the word true Copyright 1996 2014 All rights reserved Alt N Technologies Ltd ATTACHMENT Path COVERPAGE Path PREFIX Text IGNOREBODY COMMENTS Text SCHEDULE mm dd yyyy am pm PRIORITY 00 100 WAITFORANSWER Number Working with Faxes Causes the attachment specified in the path to be included in the fax message The file path must be accessible to the RelayFax server for it to be attached This macro specifies the cover page that will be used for this fax Path must specify a valid COV file accessible to the RelayFax Server This macro specifies a prefix to the fax number such as 70 or 9 This macro prevents RelayFax from including the email body in the comments field The body is still scanned for macros This macro specifies the text that will appear in
43. port for two contact management systems You can choose to use either Windows Address Book WAB or the included Address Express Address Ex as your default contact manager WAB is enabled by default but if you wish to use Address Ex then you can change the default setting on this pane Address Express can be used to manage all of your contacts and supports storing a large amount of information for each one You can add up to 50 fields for each contact assign contacts to groups add notes for them sort by any field launch your web browser phone dialer or email program and a host of other features For more information regarding the various features and options available within either WAB or Address Ex see their respective online Help systems See also Compose Fax Dialog Properties 23 Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Section z RelayFax SMTP Client v7 1 4 Compose Fax Dialog 4 1 Compose Fax Dialog The Compose Fax dialog is used to enter information relevant to individual faxes This dialog appears when you click Compose a new fax or one of the scanning options on the RelayFax Client s shortcut menul It will appear automatically each time that you print to the RelayFax Printer Driver This dialog contains six panes Properties 25 On this pane you will specify the fax number the subject of the fax the recipient s name and company and any comments that you want
44. reserved Alt N Technologies Ltd z RelayFax SMTP Client v7 1 sending a fax or clicking the Cancel button on the dialog If this control is not enabled then the tray icon will remain active but the dialog will still close RelayFax OCR Printer Driver Options When sending a fax by printing a document to the RelayFax OCR Printer Driver the settings in this section will be used during the Optical Character Recognition scan to determine the various parameters associated with the fax Place these identifiers in your documents in order to designate the fax number the recipient s name the subject of the fax and so on Look for fax numbers after this text When the RelayFax OCR Printer Driver encounters this text while scanning a document the set of numbers immediately following this identifier will be treated as a fax number Look for email addresses after this text When the RelayFax OCR Printer Driver scans a document it will look for an email address immediately following this designated text RelayFax will then email a copy of the fax to the address Look for recipient name after this text This text denotes that there is a recipient name following Look for recipient company after this text The fax client will treat text following this identifier as the recipient s company name Look for subject line after this text This text identifies the subject line of the fax Look for comments file after this text After this text
45. sed user of the RelayFax system My street address is Enter your street address here Two fields are provided but you can leave the second one blank if it isn t needed My city This field is for you city My state or province Enter your state or province here My ZIP or postal code This field is for your ZIP or postal code Put ZIP before City When formatting an address in some regions the zip or postal code is placed before the city Click this check box if you want your address to be formatted that way My company name Type the name of your company here Home phone Your home telephone number Home fax Your home fax number Business phone Enter the voice telephone number of your business Business fax This is your business fax number Billing code If you are required to provide a billing code or special identifier with your faxes enter it into this field Fax password If you are required to include a password with your faxes then enter it here Copyright 1996 2014 All rights reserved Alt N Technologies Ltd 16 RelayFax SMTP Client v7 1 3 2 Server Settings RelayFax SMTP Client v7 0 0rc7 amp Options Mail server properties Personal Settings My mail server s domain name or IP address Send on this TCP port Server Settings mail example com 125 default 25 Dialup Settings E Client Settings Scanner Settings Contact List Visually verify transfer of fax data to server When
46. sending Use the settings on this pane to attach documents to your fax If the RelayFax Server has Attachment Faxing support enabled each attached document will be converted to a faxable image format and sent as additional pages Attach These Documents To This Fax This list shows the currently attached documents Remove Click this button to remove the selected documents from the list Open Select a file from the list and then click this button to open it Add This Document Type in the path to the document you wish to include with this fax Add Click here to add the specified document to the list Acquire Click this button to acquire a document from your default TWAIN device Browse Click here to select a document to include with this fax Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Compose Fax Dialog Convert documents to TIFF format before sending Click this option if you want the client to convert the documents for you before sending rather than letting the fax server convert them 4 7 Advanced Options RelayFax SMTP Client v7 0 0a Compose Fax Faxing options Properties Cover Pages Send Schedule 1 want confirmation that this fax was sent properly want a copy of this fax attached to the confirmation message Scan Image Attached Documents Normally the RelayFax Server only informs you when a fax fails to send Click here if you wish confirmation that pour fax was
47. t the client encountered an error while attempting to deliver the fax This is usually due to an error in your Client Properties configuration a partial transcript of the delivery attempt will be displayed to help you diagnose the problem Click Open Properties to open the Client Properties dialog so that you can check your settings The mail server and dialup settings information on this dialog must be entered properly in order for the client to be able to deliver messages Make sure that the correct IP address or domain name of your mail server has been entered on the Server Settings 16 pane and that correct ISP account information has been entered on the Dialup Settings pane if using the dialup features You can also click Send again if you wish to try to send the fax again or Cancel fax to cancel it Error talking to sg example com Je RelayFax SMTP client could not deliver fax image to sg examp Ey Partial Session Transcript 4 record resolution of sg example com in progress Host sg example com resolved to 10 10 42 18 Waiting for socket connection Winsock Error 10061 WSSECONNREFUSED The conn SMTP session abnormally terminated O bytes transferred End Partial Transcript lt gt Sending C Documents and Settings Administrator Application D Open properties Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Section 4 RelayFax SMTP
48. ta source Sample data from source Cancel Help Step 4 Choose the data source This dialog lists all data sources currently included in the ODBC Data Source Administrator Click the data source that contains the table that will be used to build your list If a logon and password is required to gain access to the data source then include that information on this dialog as well Click Next Copyright 1996 2014 All rights reserved Alt N Technologies Ltd s RelayFax SMTP Client v7 1 ODBC Selector Wizard Select the data source which contains the database from which to extract recipient information Excel Files dBASE Files MS Access Database My Data Source Some data sources require a logon and password Logon Password cai Step 5 Select the table containing the recipient information This dialog lists the tables contained in the chosen database Click the table that contains the fields that you wish to use to build your recipient list Click Next Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes s ODBC Selector Wizard Selected database MS Access Database Select a table from this database lt Back Cancel Step 6 Select the columns to use Use the drop down list boxes to select the database columns that you wish to use to build your list of recipients Select columns that correspond to the recipient fax numb
49. ted by the vertical bar character Since none of these areas are limited in size there is the potential that they may at times overwrite one another However it is common practice to include a banner on s outgoing faxes and in some regions it is even required W If the banner option is left blank no fax banner will be sent RelayFax Banner Formatting Characters The following is a glossary of all valid formatting characters that may be used in the RelayFax Banner e d date in short format e D date in long format e t send time 24 hour format e g 1 00pm 13 00 00 e p total number of pages in the fax e c current page e r Recipient s Name e y Recipient s Company e s Sender s Name e m Sender s Company e i Sender s Fax ID e u Subject of Fax e f Recipient s Fax Number e o Comments e x Sender s Fax Number e h Sender s Voice Number e T Tracking Number 5 4 Advanced Features 5 4 1 Sending Faxes Programmatically Your custom application can use the RelayFax system to send a fax by observing the following steps Set the following parameters in the FAXCLNT INI file under the FAXPARMS section Copyright 1996 2014 All rights reserved Alt N Technologies Ltd s RelayFax SMTP Client v7 1 This file can be found in the Application Data RelayFax subdirectory of the user s profile e g Documents and Settings in Windows 2000 XP e LastFaxNumber 55
50. the text that appears at the top of each faxed page You can use the special banner characters here See the Banner Text amp Formatting Charactersl 431 for more information From Frank Thomas example com To 555 1212 Eddie Filewood Forest Park Lanes Front Desk lt RelayFax example com gt Subject My time FROMNAME Frank Thomas FROMCOMPANY Forest Park Lanes Inc PRIORITY 00 COMMENTS Say hit me in e Frank Example End I be in ina minute Se Tell me I m a lyin 5 3 4 Banner Text amp Formatting Characters RelayFax will insert a line of text at the top of each faxed page This line is called a banner With RelayFax it is possible to custom format your banner to automatically include various kinds of information such as the date and time total pages recipient s or sender s name your fax device s identifier CSID and various other options By inserting special formatting characters into the banner you may automatically include some information concerning the fax See the list below for descriptions of these characters Although the banner may be any length only one line will appear at the top of a fax Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes 4 This line may consist of up to three parts These parts are a left justified portion a center justified portion and a right justified portion Each part is separa
51. tiple faxed pages rather than just a cover page See Also Attached Documents 36 5 3 3 Email Macros When RelayFax processes an email message in preparation for faxing it examines the message to determine where and to whom the fax should be sent Most of the time this information will be specified on the TO line however it is possible to specify several key items within the email message itself The following special macros can be placed within the body of an email message to achieve specific results Each macro must appear on its own line and at the top of the message body AUTOEXTRACT true This macro tells the RelayFax Server to perform OCR on the attached TIF file and search for faxnumbers AUTOEXTRACTKEY true If AUTOEXTRACT is true then this macro contains the string to search for when looking for recipient fax numbers Copyright 1996 2014 All rights reserved Alt N Technologies Ltd AUTOEXTRACTNAME true AUTOEXTRACT COMPANY true AUTOEXTRACTFILE true AUTOEXTRACTSUBJECT true AUTOEXTRACTEACHPAGESEPAR ATE true EMAILTO user example com FAXPASSWORD Password FAXID Text FAXSUBJECT Text a RelayFax SMTP Client v7 1 If AUTOEXTRACT is true then this macro contains the string to search for when looking for the recipient name If AUTOEXTRACT is true then this macro contains the string to search for when looking for the recipient company name If AUTOEXTRACT is true then this macro
52. to appear on the cover page Cover Pages 28 This pane allows you to specify what cover page if any will be included with an outbound fax Send Schedule 32 Used for scheduling a specific date and time that the fax should be sent Scan Image 33 Used to acquire a document from a scanner or twain device for faxing For other options see the Scanner Settings 2 pane on the client s Properties dialog Attached Documents 34 Use the settings on this pane to attach documents to your fax If the RelayFax Server has Attachment Faxing support enabled each attached document will be converted to a faxable image format and sent as additional pages Attachments will also be listed here when you use the RelayFax Printer Driver Advanced Options 37 Used for designating a priority setting for your fax This pane also contains a control that governs whether or not a confirmation will be returned to you when your fax is delivered Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Compose Fax Dialog 25 4 2 Properties RelayFax SMTP Client v7 0 0a Compose Fax Fax specifics Fax number 000 555 5678 Cover Pages Send Schedule Recipient s name Bemie Bembaum Scan Image Recipient s company Schmatta Ltd Attached Documents i Advanced Options Fax subject keyword The Dane is looking for youl y Recipient list 000 555 5678 Bernie Bermbaum Schmatta Ltd i gt
53. ts for cover page 1000 chars max Say this is to let all of you know that built a computer from scratch in my garage made it all even the CPU and circuitry which made out of bolts and duct tape Frank T D do not wish to use a cover page coca tu Step 6 Enter the sender information 1 2 Enter the sender s name Enter the sender s email address RelayFax will send any system or error messages regarding the broadcast to this address 3 Enter a billing code for the broadcast or leave it set to lt Default gt Specify a priority value from 0 to 100 for this broadcast The order in which faxes are sent is determined by their priority value 0 being the highest priority and 100 being the lowest The default value for normal faxes is 50 The default value for broadcast faxes is 80 If you want normal faxes to be sent before the broadcast fax then specify a number greater than 50 in this control Further if you do not want broadcast faxes to count against the MaxPendingFaxCount value in the RelayFax ini file then you must designate a priority value between 80 and 100 Click Next Copyright O 1996 2014 All rights reserved Alt N Technologies Ltd Working with Faxes 55 Broadcast Fax Wizard Fax senders name Frank Thomas Fax senders email frank example com Billing code lt Detault gt y New Fax priority 0 100 80 lt Back Cancel Help Step
54. ts reserved Alt N Technologies Ltd 52 RelayFax SMTP Client v7 1 Step 2 Open the Broadcast Fax Wizard Right click the RelayFax SMTP Client tray icon and choose Send broadcast fax Step 3 Choose the recipient list or build it from a database Click Browse and navigate to the text file containing the fax numbers or click Contacts to choose the recipients from the contact manager or address book If you want to build the list from a database then click ODBC data source which will launch the ODBC Selector Wizardlse After this step is completed the wizard will display the first several entries to which the broadcast fax will be sent Click Next Broadcast Fax Wizard Select the file which contains the fax numbers for this broadcast fax event Ic Program Files RelayFax 4pp My Broadcast_Fax_01 txt Contacts ODBC data source Sample data from source 817 555 0101 Frank Thomas Global Domination Co 111 555 1234 Peepoe Papaleemo Farfull Farfull Pipick Inc 212 555 2345 Harcourt Fenton Mudd Galactic Cosmetics 222 555 1111 Rip Collector Found 4 Penny Ltd 555 0099 Mr Big Cheezcom 555 2323 Dwimble T Fearless Blitz s Fault Co Next gt Cancel Help Step 4 Choose the fax image or document that will be sent Click Browse and navigate to the fax image or document that you wish to send or click the checkbox next to This broadcast fax consists of a cover page only if want to send only
55. ver page as it will appear in the fax Advanced Click this button to open the Cover Pages dialog This can be used to manage your custom cover pages Cover Pages Cover Pages Existing cover pages ACCOUNTING COY Remove CONFIDENTIAL cov FOR YOUR INFORMATION cov Edit GENERIC cov URGENT cov New Cover page file ACCOUNTING COY Comments This is the Accounting Department s cover page The RelayFax SMTP Client integrates with the Microsoft Cover Page Editor included with Windows This application provides a very high level of custom cover page design and creation capability The Microsoft Cover Page Editor allows you to create and edit richly formatted cover pages which are supported directly by RelayFax The RelayFax SMTP Client uses the Microsoft Cover Page Editor included with Microsoft Windows XP 2000 2003 Vista and 2008 excluding XP Home and Vista Home If the cover page editor is not installed or associated with these files then you may need to go to Add Remove Programs in the control panel and install the Fax Services also known as Windows Fax and Scan under Add Remove Windows Copyright 1996 2014 All rights reserved Alt N Technologies Ltd s RelayFax SMTP Client v7 1 Components Although the RelayFax SMTP Client can be installed and used on the Home editions of Windows XP and Vista the cover page editor options will not work because those versions of the operating system do not in
56. x 10 Sending 50 Wizard 50 Broadcast Faxes 56 Ca characters 48 Client 14 Address Book 22 Attached Documents 36 Attaching files to faxes 36 Attaching personal cover pages to faxes 28 Comments for cover page 25 Contact Manager 22 Cover Pages 28 Dialup Settings 17 Email 42 Fax Properties 25 Fax Specifics 25 Mail Server 16 Printer Driver 40 Properties 16 25 Sending Faxes Programmatically 49 Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Server s domain name 16 Server s IP Address 16 Windows Address Book 22 Client Properties Client Settings 19 Contact List 22 Dialup Settings 17 Personal Settings 14 Scanner Settings 21 Server Settings 16 Client Settings 19 Comments for cover page 25 Compose Fax Dialog Advanced Options 37 Attached Documents 36 Cover Pages 28 Error Message 25 38 Properties 25 Scan Image 33 Scanning Options 34 Send Schedule 32 Summary 24 Composing a fax 10 Confirmation messages 37 Connection Persistance 17 Contact Manager 22 Cover Pages 28 Cover Pages tab Client 28 D Database Wizard 56 Delivery confirmation 37 Dialup Closing sessions 17 Connection Persistance 17 Hangup 17 Keeping sessions alive 17 Logon Name 17 Logon Password 17 Number of attempts 17 Profiles 17 RAS 17 Settings 17 Time to wait fora connection 17 Dialup Settings 17 document feeder 21 Driver 40 62 RelayFax SMTP Client v7 1 E Editing Faxes 41 Email Client Sending faxes vi
57. y NOTE Some RelayFax servers might not be configured to accept requests for client update information Consequently some users may not receive a response to their update requests Scan and fax If your computer has a scanner installed then you can click this option to have the RelayFax SMTP Client scan a document and then open the Compose Fax dialog to fax it Copyright O 1996 2014 All rights reserved Alt N Technologies Ltd Using the RelayFax SMTP Client 11 Scan and file Click this option to scan and save a document to your hard disk You will be prompted to choose the folder where you wish the file to be saved Scan and email Click this option to scan a document and then email it to someone First type the recipient s email address into the dialog that will open or click the Contacts button on it and then choose the recipient Next click OK and type a subject for the email on the Compose Fax dialog Click Send Fax when you are ready to send the email Scan button launches RelayFax client Some scanners have a button that can be used for one touch scanning Enable this shortcut option if you want your scanner button to automatically launch the RelayFax Client in addition to activating your scanner Enable Quick Scan When this option is enabled and you attempt to use your scanner to acquire a document the RelayFax Client will immediately scan the document using the scanner s current default settings rather than present
58. you with a Scanner Options dialog first A check mark will appear beside this option when it is enabled Exit on send cancel Activate this option if you want the RelayFax SMTP Client to shut down after a fax is sent or the Cancel button inside the client is clicked the client will close and the tray icon will disappear When this control is not enabled the Compose Fax dialog will close but the tray icon will still be accessible Send broadcast fax Opens the broadcast fax wizard 50 that will walk you through the steps of sending a broadcast fax Compose a new fax Click this option to open the client s Compose Fax 24 dialog Shut down RelayFax client Click this option to shut down the RelayFax SMTP Client The tray icon will disappear and all client dialogs will close Properties Click this option to open the client s Properties 14 dialog which is used to configure your personal settings server settings dialup options and more Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Copyright 1996 2014 All rights reserved Alt N Technologies Ltd Section ta RelayFax SMTP Client v7 1 3 Properties Dialog 3 1 Personal Settings RelayFax SMTP Client v7 0 0a Options Server Settings Dialup Settings Client Settings Scanner Settings Contact List My personal information My real name is Frank Thomas My email address is frank example com My stre

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