FaxCore User Guide 2007
Contents
1. ccccceeeeeeeeeeeeeeeeeeees 7 Figure 12 Manage Password Preparing to Change Password aaaaaaaaa saaaaaassaaaauannnsssnannnnnnaana 8 Figure 13 Manage Password Changing Password Entries aaaaaaaaaaaaaaaasssssasannanannnnnnnnnnnnnnnnnnnnna 8 Figure 14 General Settings Company SettIngs iiiaaaaaaasssssaaaaaaaasaaaunnnnsnnnnnnnnnnnnnaauuuunnnnnnnnnnnnnnnaii 9 Figure 15 General Settings Regional amp Language SettiIngs aaaaaaaaaaaaaasaasassnananananannnnnnnnnnnnnnnnni 9 Figure 16 General Settings Notification SettIngs aiiaaiasasseeeaaeaaaaaananaannannnnnnnnnnnnnnnnnnnnnnnnnnnnnnani 10 Figure 17 General Settings Default Send Attachment Cover Page aaaaaaaaaae s ssssssssaanannnanna 10 Figure 18 General Settings Default Send Attachment No Cover Page Necessary aaa 10 Figure 19 General Settings Default Send Attachment Cover Page Field Empty 10 Figure 20 New Message WINdOW 4 122 isainskssvasianbssataibssstatsskasstasbsi sisvkaani sssa usi at sstaalsu uraskkannsa una unii 11 Figure 21 New Message Recipients to Receive Transmission aaaaaaaaaaaaaaaaaannnnnnnnnnnnnnnnnnnnnnannni 12 Figure 22 New Message Another Recipient Receives the Same FAX aaaaaaaaaaaaaaaaaassaasaanaannaannnaana 12 Figure 23 New Message Multiple Recipients Receive the FAX aaaaaaaaaaaaaaa2. To add another folder at the same level as Contracts right click 2 and choose create Assign a name to the new folder To add a nested folder inside Contracts right click Contracts and choose create Assign a name to the new folder 3 E Personal Folder Feel free to organize your folders and messages any way that is logical and convenient for you pai Personal Folder ia Lj Land Gi Building c FaxCore 2007 User Manual v1 0 Page 21 FAXCORE ee 9 FANCORE WHEN EVERY FAX IS MISSION CRITICAL The Sent Folder fe Inbox g R hi L Click Sent in the Folder List to see the fax transmissions you il Outbox or a initiated Failed An example of faxes sent show below l ss j Cancelled aa FB Hold ak Trash Sent 2 D Unrouted M sae Tracking C Date C 11 23 2008 10 58 18 AM 180 1 23 2008 10 43 20 AM 179 One of three actions may be performed on the transmissions stored in this folder The transmission may be tagged for deletion forwarded or delegated to other users or another attempt may be made to send the transmission which was not successfully sent the first time Si Retry Failed Deliveries The Failed Folder Click Failed to show transmission attempts that were unsuccessful Failed 1 d Date S Tracking Subject Recipient s Documentation a Release date USa Casiano Figure 38 Transmission Attempted and Failed L ed j
3. 2 message sent from Susan Casiano Unicode UTF 8 PE x Fie Edit view Tools Message Help a jm lt oe P we amp X O O wW Reply Reply All Forward Print Delete Previous Merck Addresses From Susan Casiano Date Sunday March 30 2006 9 08 AM To Tom Linhard Subject message sent from Susan Casiano Attach 3268547932 101153 tiF 3 54 MB Delivery Information 91 Sender Name Susan Casiano Sender Company FaxcCore Inc Sender Phone Received an 3 30 2008 Total Pages 43 Transmit Time s0min54sec chick here to view message online Delivered by FaxCore 7007 When Every Fax fs Mission Critica S84 9S 5000952 complete Figure 54 Notification of Message Sent P FaxCore 2007 User Manual v1 0 Page 30 FANCORE F FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL To view the message once it has been sent access it using the FaxCore Message Viewer Locate the message in its folder and double click it An example of the message sent shows below in the Message Viewer Use the scroll bar just to the right of the thumbnails to see all pages sent in the transmission click a thumbnail to show it full size Message Viewer Windows Internet Explorer provided by Yahoo Ge ed http fico Paxcore com User Messages Message viewer aspxrmsgID 2081 000006 70 x File Edt view Favorites Tools Help Qwerroot rAsk Search Web Q hi Highlight MyStuff zoom News 22 Weather Shoppi
4. 1 770 E a Karen Kelly Duran ae karenkelly cas Figure 21 New Message Recipients to Receive Transmission Additional recipients may receive the same message 6 Enter the next recipient s information RECIPIENTS DOCUMENTS OPTIONS Add Generic Recipients Name David Casiano Company Casiano Consulting Delivery FAX Fax i i 54512345 Notify Email susancasiano msn com Add From Address Book Figure 22 New Message Another Recipient Receives the Same FAX 7 Click EEE The names of both recipients show Recipients NS NE Name Company Delivery Address Notify Address C Karen Kelly Casiano Consulting 1 770 5451234 karenkelly casia O David Casiano Casiano Consulting 1 770 54512345 susancasiano ms Figure 23 New Message Multiple Recipients Receive the FAX 8 Click the Documents tab LY RECIPIENTS DOCUMENTS OPTIONS Attach Documents 4 Documents Shared Documents FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Figure 24 New Message Documents Tab FANCORE FaxCore 2007 User Manual v1 0 FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Documents that reside in the following locations may be attached to a message and be transmitted along with it e FaxCore personal folders Documents initially only the Default folder resides in this location e Shared public folder 4 4 Shared Documents e Your computer s local driv
5. 1 2 Ll Delay Until HH K Delay Until t Time Picker Click to select the date and time the fax should be transmitted 12 00 AM 1 00 AM 2 00 AM d Delay Until HH 3 00AM 4 00 AM 5 00 AM 44 4 January 2008 6 00AM 7 00AM 8 00AM 5M TWTF 5 13031 1 2 3 4 5 26 7 8 91011 12 12 00 PM 1 00PM 2 00 PM 313 14 15 16 17 18 19 420 21 22 23 24 25 26 597 98 79 30 31 i 2 6 00PM 7 00PM 38 00 PM S00 AM 10 00 AM 11 00 AM 200 PM 4 00 Ph 5 00 PM 6 3 4 5 Mesias 9 00 PM 10 00PM 11 00 PM Note To Enable or Disable Notification Options To enable any of the Notification Options click to place a check mark in the check box To disable an option click to remove its check mark 7 Let us set the following 17 Click to enable the following two Notification Options ication Options We would like to be notified whether a message is successfully or unsuccessfully transmitted Notify me on message success Notify me on message failure Hold for preview Delay Until Figure 31 An Example of Notification Options Selected 18 Click to the right of Importance to display the Priority settings available Importance Lowest The default Priority setting is Importance Lowest Choose the setting which best applies to this particular fax transmission Lowest Figure 32 Priority Settings r FaxCore 2007 User Manual v1 0 Page 16 FAXNCORE i aed 5 FAXCORE WHEN EVERY
6. 23 2008 10 56 18 AM 180 The following actions may be performed on faxes that reside in LA Failed These are the same actions that may be performed on messages in LJ Sent amp Forward to user s i Retry Failed Deliveries c FaxCore 2007 User Manual v1 0 Page 22 FAXCORE ee 9 FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Documents 1 Click on the Navigation Pane a Documents Document folders show above the Navigation Pane ao E Shared Documents The Default window shows to the right of the Navigation Pane New Default lt Delete gg Print Move Help Number of items to display 15 4 Document Name Type Merg Visibility Description 2 Click New There are no documents currently in this folder Figure 39 Documents Default Folder to add a new document to the folder The Create Document Document Information dialog box appears Z Document Information Windows Internet Explorer provided by Yahoo SEE http fco Paxcore com User Documents UploadDocument aspx folder 80146 v bal Save Help Create Document Document Information F gt Type Standard Document Folder Default Visibility Private Description F k Internet Figure 40 Create Document Document Information Dialog Box Enter the name of the file to upload in the Name field 4 Enter a file Description if applicable 5 Click Browse The Choose File dialo
7. 28 Figure 50 FaxCore 2007 Client Profile Data aaaaaaaaa aaaaaaaaaannannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnni 28 Figure 51 FaxCore 2007 Client Sender Message Recipients Information aaaaiiiiiiiiaaasssssssaani 29 Figure 52 FaxCore 2007 Recipients Named asosan leb la a atau t lla Sat t t aaa i a v 29 FaxCore 2007 User Manual v1 0 Page 42 FAXCORE Bil 9 FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Figure 53 FaxCore 2007 Confirmation of Message Sent aaaaaaaaaaaaaeaaaaaaaasanannnnnnnnnnnnnnnnnnnnnnnnnnnn 30 Figure 54 Notification of Message Sent aiiiaiaiiaaaasaaa aaaaaaaananannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnni 30 Figure 55 Message Viewer from within FaxCore 0 ccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 31 Figure 56 Message Viewer Message Detalls aaaaaaaaiaaaaaanannannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 32 Figure 57 Message Viewer Actions aaaaaaaaiaaiaaaaannnnnnnnnnnnnnnnnnnannnnanattannanaanaaanaaanananaaanaaananaannannnnnini 32 Fi u re s Navigation Pane Address BOOKS 1212xt422280rrs ksrl s k Kok Skal NEEE EN ANONN ENNEN 33 Figure 59 Address Book Contact Profile and Delivery Information aaaaaaaaaaaasaaassaanannnnnnnnnni 34 Figure 60 Default Address Book Contact Lists iiiaaaaasaseeesssesaaaannnnnannnnnnnnnnnnnnnnnnnnnnn
8. Attempted and Failed ccc cc cceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 22 Figure 39 Documents Default Folder ss 2asc2sccres2zecosesasessdeeazecssanatacoiansesciessadeecasiusasiaustamnianmesciemadeeds 23 Figure 40 Create Document Document Information Dialog BOX sssssssssssseseeeseeeeeeeeeseeeseseseseeeeees 23 Fig re 41 Choose File 10 Upload ssisssetsaxevesssoseiontnonznincsensvesesusronesduanaseadsayenseneneueesisansacesseresleaszsensuoeneess 24 Figure 42 Create Document Document Information Dialog Box File Selected to Upload 24 Figure 43 Document is Uploaded to the Default Document Folder ee eeeeeeeeeeeeeeeeeeeeeeeees 25 Figure 44 New Message Document Tab aaaaaaiaaaaaaaaaaanananannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnni 29 Figure 45 An Uploaded Document is Attached aaaaaaaaaaa esstsasnnannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnni 26 Figure 46 Message Box Advises the Fax is Sent aaaaaiaaaaaiaaiaaasannannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnann 26 Figure 47 Printer Dialog Box with FaxCore IP Fax Printer Listed aaaaaaaaaaaaaaasassssssssnsnnnnnnnnnanna 27 Figure 48 Printer Dialog Box with FaxCore IP Fax Printer Selected aaaaaaaaaaaasasasssnnanannnnnnnni 27 Figure 49 FaxCore Client Login Screen s suscissscsscbssitsoonsolbdoobnonostadsadbsWaounddusanniasbsii una s a ni insnduniin
9. CRITICAL Introduction FaxCore is the next generation of network fax software it is a high performance engine designed to track document manage and deliver fax traffic over enterprise networks of any size The only major fax solution built native for Microsoft s NET platform FaxCore lets your organization leverage the full potential of fax archiving vital data speeding communication and fax enabling your applications FaxCore is technology that adapts to how you use fax every day Not the other way around The information provided in this guide instructs users how to send messages using FaxCore 2007 It also provides additional information on more advanced product features The terms fax message and transmission are interchangeable and all are used throughout this document Contacting FaxCore At FaxCore we strive to provide you with the highest quality product support Send your questions to support faxcore com Please send your feedback and comments regarding this documentation to documentation faxcore com FAXNCORE FaxCore 2007 User Manual v1 0 Page 1 FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Getting Started This section offers quick step by step instructions on sending a message to a single recipient This assumes that this user account has been configured by the administrator and has the permission for sending L Launch Internet Explorer IE 6 x or higher and enter the FaxCore website URL address i
10. Click the Options tab Select those settings that apply to each fax or use the defaults defined N RECIPIENTS DOCUMENTS OPTIONS Notification Options the ability to set a priority and add a billing code become available You may request notification on successful transmission of the fax or upon its failure to transmit you may select both options if you prefer RECIPIENTS DOCUMENTS OPTIONS To enable any of the Notification Notification Options Options click to place a check mark in the check box Notify me on message success To disable an option click to remove Notify me on message failure its check mark Hold for preview Delay Until Priority Importance Lowest Others Billing Code Figure 30 New Message Options Available When Sending a Fax Refer to the following note Note Faxes Held for Preview or Scheduled to be sent at a Future Date r FaxCore 2007 User Manual v1 0 Page 15 FANCORE F FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Note Faxes Held for Preview or Scheduled to be sent at a Future Date The fax may be placed on hold _ Hold for preview in the event the sender or another individual must preview it before it is sent It remains in the sender s Outbox until released Faxes may also be stored in a queue and scheduled to be transmitted to recipients at a future date HH and or time
11. FAX IS MISSION CRITICAL Perhaps Normal is most appropriate for this transmission Priority Importance Normal hi 19 Enter a Billing Code if applicable This is an optional field used for billing purposes It may consist of a combination of numbers and letters Enter biling code For this message Figure 33 Billing Code Such as Biling Code 51234AB 20 Make an entry in the Tracking No field if necessary Tracking Info Tracking No Figure 34 Tracking Field Note Billing Code and Tracking No Fields The Tracking No field may be customized by your administrator The Tracking No field could work in conjunction with the Billing Code field For example a series of internal billing codes could be established and assigned to a group or an individual Since the same billing code would apply to an individual regardless of the message sent or received it becomes easier to track those messages 21 Click the Recipients tab and confirm all recipients are listed RECIPIENTS DOCUMENTS OPTIONS 22 Click once all recipients have been listed and the appropriate options are set The fax is transmitted to those on your distribution list As we prepared to send this particular fax we asked to be notified when the fax was successfully transmitted or if the transmission failed Each recipient or an alternate will be notified via email that the fax has been transmitted Windows Internet E
12. FAXCORE ber _ WHEN EVERY FAX I Mi on enmeaL V FaxCore 2007 User Manual FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Table of Contents PEO YC HON R R senna E ess l Conic m A O nE E E N E E E E I Gn S a a a s a 2 Understanding PaxCore s User Interia Eserine EN a 3 Sot ngs Your User Prole esise e a E laa 4 Personal Information and Address scsscsscccnscdssuentadscwnnntdonnvesnecuxesesceentaedenmnegmnmitnaenanesennnel 4 AAAS Pas NO an E E E E E a a Hg HKO a 8 CF Ee Ll hg LSS N E E E N T 9 MI a a a l a 11 P secrete E E E et oc secon E E EE 11 What Happened to My Fax An Intro to Message Folders aaaaaaaiiiaaassssaaaisaaassssaai 19 DWE PEGON T OE ean a R EE E 21 Toe em ONG ai R 22 Te 111066 O TR N 22 Doctor l sc smesiaatemueessasest 23 New Message with Attachment Uploaded to Documents Folder aassasaiiiiiiicccani 25 Use the FaxCore IP Fax Printer to Quickly Distribute Documents aaassaaaiisssssssseai 21 Ad eS FOO 8 FER E E E E E E S N 33 Add a Contact to the AGOte SSB OO Kx tisess castes hat eae astaseentcopeeaszastas billa akak alta ak akka e 33 Send to a Contact in the Address Book sss cacneainsnassenacannensatnccrenesewenheansconnacgawennesneceamecenwenieanas 35 156585 h 92 E b E TE T ETE ET 37 DECOM Ge E E E E E EEEE E 40 ToLo OM A COG e S ote 41 Tabor a E a a a a a 42 FANCORE FaxCore 2007 User Manual v1 0 TOC 4 FAXNCORE WHEN EVERY FAX IS MISSION
13. Notification and Default Send Attachment Cover Page settings follow the steps below General Settings 1 Click to arrive at the following screen Begin with the Company Settings section 2 Press Tab to move from one field to the next Enter the address of your company or organization The example that follows shows the physical address for FaxCore Inc The information entered here is used as the default information when sending a transmission Rm Company Settings Company Name FaxCore Inc street 1 suite 207 Street 2 19590 E Main Street street 3 City Parker State Region co Postal 80138 Country United States Figure 14 General Settings Company Settings a Continue to the Regional amp Language Settings section to update your profile 4 Click 7 and select the Regional amp Language Settings 5 Click and select the appropriate Date and Time formats 6 Click to select the appropriate Time Zone ma Regional amp Language Settings Regional amp Language Settings English United States Date Format T TT MM DD Time Format 02 10 15 p Time Zone GMT 07 00 Mountain Time US amp Canada Figure 15 General Settings Regional amp Language Settings 7 Click to update your profile r FaxCore 2007 User Manual v1 0 Page 9 FANCORE i oe j FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Continue to the Notifications Settings section 8 Click to place a check mark in the a
14. Page 19 FAX CORE me FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Where is my Fax What can I do with this fax Faxes in the Trash are expected to be permanently removed eventually However they may be restored if not yet permanently deleted The Personal Folder may house other folders you create to keep transmissions organized Note These items will be deleted when messages are purged by the system The system administrator sets the purge rules Forward to user s Now that you are familiar with the various folders and what they do it is time to revisit the following three e Personal folder e Sent folder e Failed folder s FaxCore 2007 User Manual v1 0 P 20 FANCORE aaa age FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL The Personal Folder These folders are used to store messages in a folder structure that you establish Multiple personal folders may be created and as a result you may organize your messages as you choose To add a new personal folder perform the following steps 1 in the Navigation Pane if not already selected 2 Click 4 SET Right click 2 and choose Create from the dropdown menu as shown to the right The following shows m RES 4 Type the name of the new folder and press the Enter key 3 Pat Additional folders may be added at the same level as our Contracts i B Contracts folder Other folders may be added that are nested within Contracts
15. accompanying attachments e From the Actions menu the message may be deleted or forwarded to others Delete 2 Forward to user s e The message may be moved to a personal folder Contracts Land and Building are personal folders we created earlier The Land and Building folders reside in the Contracts folder System Assigned Contracts r FaxCore 2007 User Manual v1 0 P 39 FANCORE i maa oe FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Search for a Fax L in the Navigation Pane if not already selected The fields on which a message can be searched display above the Navigation Pane A search may be accomplished by entering criteria in one or more fields If the Message or Tracking is known enter the value in either field Since these numbers are unique only one message that meets the criteria will be found Searching on either of these two fields provides the fastest results However the Message and Tracking may not be known Searching by a Recipient s name may produce a long list of messages Still this is an efficient way to search for the one message that must be located It is possible to search on multiple criteria This narrows the search results For example search for all messages sent or received during a range of dates by using the From Date and To Date fields If you prefer you may still enter the recipient s name in the Recipient field if you know how to spell
16. bylaws we discussed Page 2 Internet S 100 Figure 65 Message Viewer Read the Fax suog Click on the left side of the window to see what may be done with the fax The following actions are available FaxCore 2007 User Manual v1 0 Page 37 FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL G Print Print the message to a local or network printer When the message opens in the Adobe Reader window click to print lel Save As File Download X Do you want to open or sare this file TA Name DeliverwPages pdf date Type Adobe Acrobat 7 0 Document 14 6KB From co Paxcore com Cancel 2 While files from the Internet can be useful some files can potentially harm your computer F you do not trust the source do not open ar 3 save this file What s the risk Choose Forward to forward this message to selected recipients Choose i Resend to resend this message to the original recipients who are still listed Delete Click Delete to remove this message from the Inbox You are asked to confirm your request 2 Are vou sure vou want bo delete this message FaxCore 2007 User Manual v1 0 Page 38 FAXCORE FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Without opening the message and while the message lists in the Inbox the following actions may be taken o to open the message in its PDF format using Adobe Reader Click E on the Adobe Reader toolbar to print the message and any
17. grown accustomed to products like Microsoft Outlook Following is an introduction to FaxCore s user interface You will find that the interface is consistent throughout the application The same components are used on each web page The website consists of five primary sections all are accessible from the Navigation Pane on the initial page The five primary sections are as follows Messages t Ir Inbox j F Outbox When Messages is selected its folder structure A sent displays Access this section to manage all incoming and outgoing Failed faxes When faxes are received they show in the Inbox vs E Cancelled Other folders in this section are the Outbox Sent K E Hold Failed Cancelled Hold Trash and Personal Folders B Trash Address Book p Unrouted The Address Book encourages organization of personal BOT Personal Folder information of those who will receive faxes from you Documents Manage and organize documents Settings Define your personal profile change your password and store company regional and notification settings Search Search for a particular fax that resides in your fax library Search using one or more message properties Figure 3 Navigation Pane To navigate to one of the five primary sections merely click the section s name in the Navigation Pane In the example above Messages has been selected When a particular section is selected its nam
18. it Figure 66 Search Fields Enter Criteria 2 Enter the criteria in the field or fields on which you wish to search gt Following are two examples of successful searches r FaxCore 2007 User Manual v1 0 Page 40 FANCORE me 3 FANCORE WHEN EVERY FAX IS MISSION CRITICAL The first search was accomplished by entering a single criteria the recipient s name was entered in the Recipient field FA CORE Dawid Casiano Sea rc h Res U Its Number of items to display 15 Message Date Created Subject Sender Recipient Status Total Page Type 3 26 2008 10 39 36 test messsage with o o m a TIREE ae oe C 266 AM dm stare Susan Casiano David Casiano Completed J AM release date Sa Casiano O 179 2 23 2008 10 43 20 Documentation Karen Kelly David Forced To Stop By Agent Figure 67 Results of Search on Recipient s Name The second search was accomplished by entering multiple criteria the recipient s name was entered in the Recipient field and the From Date and To Date fields also contain entries Multiple criteria tend to limit the results of the search fewer messages meet the criteria rom Date 2 23 2008 Sea rch Resu Its Number of items to display 15 2 23 2008 Message Date Created Subject Sender Recipient Status Total Page Type 2 23 2008 10 43 20 Documentation ST Karen Kelly David Forced To Stop By D 179 AM release date Casiano Menn lt i m T
19. ITICAL 11 Click Browse The Choose File dialog box opens Locate the folder that contains the document s to attach to the message 12 Click the name of the file to attach Choose file Look in Ofter used as Attachments v d E and Regulations doc My Recent Documents Desktop My Documents My Computer My Network File name Rules and Regulations doc Places Files of type Al Files Cancel Figure 27 New Message Choose File to Attach Local Hard Drive 13 Click L_een_ The name of the file selected and its location show to the left of Browse Attach Documents H F E Attach Document P Close Help Select files local driver and upload to serwer N Desktop FaxCore Oftten Figure 28 New Message Attach Documents Dialog Box with Selection 14 Click to browse for an additional document to attach 1f Necessary Click E Attach Document 15 once all attachments have been selected P FaxCore 2007 User Manual v1 0 Page 14 FAXCORE ey FAXCORE WHEN EVERY FAX IS MISSION CRITICAL The Attach Documents dialog box closes and the New Message screen appears The selected attachments list to the right of the Documents tab An example follows Down Document 3 C Documents and Settings Susan Desktop FaxCore Often used as Attachments Rules and Regulations doc Figure 29 New Message Attachments List to the Right of Documents Tab 16
20. Page rs Document Manual Entry Recipients Name Trang Ten Tracking No Company FaxCore Inc gs FaxMumber 72 jeram _ Notify Email Ssusancasiano msn com Add From Address Book Profile saved Figure 51 FaxCore 2007 Client Sender Message Recipients Information 8 Enter the name of each recipient and click EJ Recipients may be selected from the Address Book or entered manually 9 A Tracking No may be included 1f necessary The names of those notified when the message is sent Manual Entry Recipients Tom Linhard FaxCore Inc i 720 8704141 Susancasiano msn com FaxCore Inc i 720 8704141 sam faxcore com my Figure 52 FaxCore 2007 Recipients Named R FaxCore 2007 User Manual v1 0 Page 29 FAXCORE oe 9 FANCORE WHEN EVERY FAX IS MISSION CRITICAL Jean oo 10 Click Send Fax to distribute the selected document to the recipients Once the message is sent a confirmation ID number is supplied An example follows Fie Edit view Help USER Susan Casiano Message is sent with ID 208100000670 Figure 53 FaxCore 2007 Confirmation of Message Sent 11 From the FaxCore 2007 Client File menu choose Exit as Shown o Edit view Help The notification below was delivered to the specified email address to advise that the message along with the attachment was delivered to the recipient s
21. aaasasssassaasnaaaaaananannnnnnnni 17 Figure 24 New Message Documents Tab aaaaaaaaiaaaaaasaaananannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnni 12 Figure 25 New Message Documents Tab Default Cover Page Attached aaaaaaaiasssssssssssni 13 Figure 26 New Message Attach Documents Dialog BOX aaaaaaaaaaaaaiiiaaaaaa s ssaaaaaaanaasaaaauuuannasnnnani 13 Figure 27 New Message Choose File to Attach Local Hard Drive cccceeeeeeeeeeeeeeeeeeeeeees 14 Figure 28 New Message Attach Documents Dialog Box with Selection aaaaaaaaasessssssssssnnnnnni 14 Figure 29 New Message Attachments List to the Right of Documents Tab aaaaaaaaaasassssssaanni 15 Figure 30 New Message Options Available When Sending a Fax aaaaaaaaaaaaaaasaaaaasanannnnnnnnnnnnnnnni 15 Figure 31 An Example of Notification Options Selected iaiaaaaaaaasasssssassannnannnnnnnnnnnnnnnnnnnnnnnnni 16 Figure 32 PHONY SUN OS eisista aida neasa ae er N E OnE Ein 16 Toue 5 KE Bo E d E E EE 17 Peoc ode Tae e Pe ts aS E E EEEE EEA OEE EE 17 Figure 35 Message Box Advises the Fax is Sent aaaaaaaaaaaiaaaaaasanaannnnnnnnnnnnnnnnnnannnnnnnnnnnnnnnnnannnnanann 17 Figure 36 Folders that Store Transmissions cccceeeeseeseeeeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 18 Figure 57 Transmission Sent snnoldadskllpttkak ki 22 Figure 38 Transmission
22. e currently showing 3 Select FaxCore IP Fax Printer from the dropdown as shown below Print Printer Hame a hp LaserJet 1010 Series Driver Status Type where ii Print to file Comment RR E Manual duplex Page range R v all e hp LaserJet 1010 Series Driver Current pa an Pages z Microsoft Office Document Image Writer Collate Enter page mu 1 separated by Microsoft xP5 Document Writer Pages per sheet Print All pages in range wt ae Scale to paper size Printer The FaxCore IP Fax Name Printer is selected Spee Type ImageMaker Color Print Driver Where IPFA Figure 48 Printer Dialog Box with FaxCore IP Fax Printer Selected 4 Click to close the Print dialog box and print using the selected print FAXCORE driver FaxCore 2007 User Manual v1 0 Page 27 The document is preparing to print but not to the local printer next to your desk or to the network printer in the workroom Instead it is preparing to print using the FaxCore IP Fax Printer driver This means it is preparing the file to be distributed to the list of recipients you select Once the Preparing message process is complete the FaxCore Client Login screen appears 5 Enter your FaxCore Username and Password An example follows ro File Edit View Help FaxCore Client Login FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Preparing Preparing page 5 Cancel FaxCore Username scasiana Fi
23. e shows in another color and its folder structure is accessible In addition the information to the right changes to reflect the selection In this case all the folders in which messages may reside are listed above the Navigation Pane and the contents of the Inbox show to the right of the Navigation Pane Click each of the sections in the Navigation Pane to see what appears above and to the right of the Navigation Pane R FaxCore 2007 User Manual v1 0 Page 3 FAXCORE i a i Settings Your User Profile User profiles and configuration options may be modified This section explains how users may modify settings in their profiles Click settings in the Navigation Pane to configure your User Profile FaxCore allows us to define the following when establishing our profile Click each link one at a time and make the Personal Info applicable entries Manage Password Personal Info and Addresses General Settings This section contains your user name and contact information Manage Password Change your password regularly from this location General Settings Enter your physical address If you are an employee enter your company s name and address Include your language and time zone Define you default notification settings and if a cover page should be attached along with your fax transmission Figure 4 Settings User Profile Configuration Refer to the following for addit
24. e text and or graphics contained in the file can not be selected As a result no ability to copy and paste the content exists The text can not be extracted it is a graphic J Click and select the appropriate file format for your notifications The first 1s the default file format Portable Document Format PDF Tagged Image File Format abbreviated TIFF or TIF Format pdf T Figure 11 Notifications May Be Received in One of Two File Formats Note Save Changes Remember to click to save any changes and update your profile e FaxCore 2007 User Manual v1 0 Page 7 FAXCORE ae 9 FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Manage Password 1 Click to arrive at the following screen From this location you may change your password gi Manage Password Current Password New Password Confirm New Password Figure 12 Manage Password Preparing to Change Password 2 Click in the Current Password field and enter the password used to login to FaxCore Press Tab to move the next field 4 Enter your new password and press Tab Re enter your new password R Manage Password Current Password iss New Password TILLLLLLI Figure 13 Manage Password Changing Password Entries 6 to update your password r FaxCore 2007 User Manual v1 0 Page 8 FANCORE i oe j FAXCORE WHEN EVERY FAX IS MISSION CRITICAL General Settings To define Company Regional amp Language
25. ed entry karenab123 msn com 558 3153 FANCORE WHEN EVERY FAX IS MISSION CRITICAL Figure 59 Address Book Contact Profile and Delivery Information 5 Click be Se The Contact Profile and Delivery Information window closes and the Default Address Book shows with the new contact listed E New import Default d Display Name C _ Karen Kelly x Delete Mowe T a Refresh Print Contact Type First Name Contact Karen Figure 60 Default Address Book Contact Lists Company Name Help Contact s removed Number of items to display 15 Preferred Delivery karenab 123 msn com Once contacts are contained in an address book it is no longer necessary to type their information when sending a transmission to them FAXCORE FaxCore 2007 User Manual v1 0 Page 34 FAXCORE WHEN EVERY FAX IS MISSION CRITICAL Send to a Contact in the Address Book It is time to send a transmission to the individual in our address book 1 Click in the Navigation Pane N to open a New Message window The Sender Profile section automatically populates with your name and the name of your company 3 Enter the Subject and any applicable Notes Press the Tab key to move from one field to the next 4 Click Add From Address Book in the Recipients section The Address Books window displays 5 Select the correct address book in this case Default Addre
26. eiamli ATirh inmirnalhl Dawid Casiano Figure 68 Results of Search using Multiple Criteria To Log Off Faxcore Log Off SCASIANO to exit the application and return to the Login screen w FaxCore 2007 User Manual v1 0 Page 41 FAXNCORE me 3 FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Table of Figures Figure BaxC ore Login Seret sig scicsss tere rreren riire E e EEEE ONAE EAEEREN 2 Figure 2 ax Cre Main V 0loolass nbs esa RRR 2 Figure gt e Navigation Pane sic ns cas eed ates tga ec seeclasins fa EIEEE RE ROERE EOE EOE 3 Figure 4 Settings User Profile Configuratlion aaaaaaaiaiaaaaaaanannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnni 4 Pretire D gt Personal ImrormatiOissccssssseietcetseesier errero er i nre E E ASe 5 Figure 6 Personal Information and Addresses with Changes sessseseseeeeeeeeeseeeeeeeeseeeeeeeseseeeeeeeeees 5 Figure 7 Address Types for Notification cc sssssssssseeccecceeccceeeeaaassessesseeeeecceceseeeseeaaaaaasesseseeeseeeeess 6 Figure 8 Notification via MOBILE eseeeeesseseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeereeeeeeeeeeeeeeeereeeeeeeeeeees 6 Figure 9 Notification via Email NOR and NOS are Enabled aaaaaaaaaaaasa asasnnnnnnnnnnnnnnnnnnnnnnnnnnna 6 Figure 10 Additional Notification of Receipt and Notification of Sent Settings eee 7 Figure 11 Notifications May Be Received in One of Two File Formats
27. es or the network drives to which you have access 9 Click 4 to the left of the Shared Documents folder The H becomes a E once the folder is opened The list of documents uploaded by the system administrator displays Examples of shared documents may include the fax cover page z Documents company brochures price lists contracts and other documentation SI amp Shared Documents available within an organization Default CoverPage The Default Cover Page will be transmitted along with your message and any other attachments selected To remove the Default Cover Page so it is not included along with this particular message click RECIPIENTS DOCUMENTS OPTIONS Attach Documents Up Down Document lz F Documents 4 Default CoverPage z Shared Documents Figure 25 New Message Documents Tab Default Cover Page Attached To attach a document from the local or network drive complete the following steps 10 Click Attach Documents to locate the document s to attach The Attach Documents dialog box shows Select a document from the local hard drive network drive or personal FaxCore folder to attach and transmit along with the fax Attach Documents E Attach Document P Close Help Select files local driver and upload to server ee Add Figure 26 New Message Attach Documents Dialog Box r FaxCore 2007 User Manual v1 0 Page 13 FAXCORE FR gt FAXCORE WHEN EVERY FAX IS MISSION CR
28. g box opens Locate the folder that contains the document s to attach to the message 6 Click the name of the file to be attached FANCORE FaxCore 2007 User Manual v1 0 Page 23 FANCORE WHEN EVERY FAX IS MISSION CRITICAL Choose file Look in Ofter used as Attachments v d E 2 H and Regulations doc My Recent Documents My Documents i My Computer _ My Network File name Rules and Regulations doc Places Files of type Al Files Cancel Figure 41 Choose File to Upload 7 Click _Dpen_ The name of the file selected and its location path show to the left of in the Upload File field Document Information Windows Internet Explorer provided by Yahoo Seles http fco Paxcore com User Documents UploadDocument aspx folder 801 46 v z Create Document Document Information Name Rules and Regulations Type Standard Document Folder Default Visibility Private Descripton Upload File C Documents and Settings Susar Browse The Name and Upload File fields are bolded to show they are required Done Internet 100 Figure 42 Create Document Document Information Dialog Box File Selected to Upload R FaxCore 2007 User Manual v1 0 Page 24 FAXCORE ee 9 FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL 8 The Create Document Document Information dialog box closes A copy of the document is saved to the Default fo
29. gure 49 FaxCore Client Login Screen 6 Click to close the FaxCore 2007 Client dialog box and proceed Note This is the first time I m distributing a document outside of FaxCore What if this is the first time I m distributing a document from within Microsoft Word or another application other that FaxCore itself Enter your Client Profile data File Edit View Help Obtain this information from Profile your system administrator FaxCore Server co faxcore com FaxCore Server Port H FaxCore Username scasiana FaxLore Password Set manual fas entry as raw fax Save Profile Auto close application Figure 50 FaxCore 2007 Client Profile Data Click 3a e Profile to save the entries FA XCORE FaxCore 2007 User Manual v1 0 Page 28 Ed A R FANCORE WHEN EVERY FAX IS MISSION CRITICAL 7 Complete the necessary Message fields Notice the first page of the document shows in the Document Preview area of the FaxCore 2007 Client A Billing Code may be entered if applicable A Delivery type other than Immediate may be selected The Cover Page will be provided by default however it may be disabled when necessary File Edit View Help USER Susan Casiano Document Preview m working through the final section of the user manual on the FaxCore IP ax Printer I still must edit the manual FaxCore 2007 User Manual v1 0 Delivery Cover Page Default Cover
30. gure 58 Navigation Pane Address Books Add a Contact to the Address Book To add a contact to the Default Address Book follow the steps below 1 Click 4 if not already selected IF a i 2 Click _ New or allow the mouse pointer to hover over it The menu shows 3 Click Contat m roup The following screen allows the entry of your contact s profile and delivery information 4 Enter the applicable information Press Tab to move from one field to the next It is not necessary to complete each field The following would be most relevant but only the Display Name and Email address are required fields Some of the remaining fields may be displayed on your cover page and so entering such information may be advantageous Display Name Contact Profile First Name Last Name Address Book where the contact information will be stored Preferred Address Type in this case EMAIL Email address Delivery Information Fax Number R FaxCore 2007 User Manual v1 0 Page 33 FAX CORE R 5 Contact Profile Display Name First Name Middle Name Last Name Company Name Description Address Book Preferred Address Type Visibility Required entry Karen Kelly Default EMAIL Private notify this contact when message FAILS to send notify this contact when message is SUCCESSFUL W Delivery Information Fax Number Fhone Number Mobile Number Ftp Http Network Frinter Raw Fax Requir
31. ional details Personal Information and Addresses This information is about you the registered FaxCore User The information entered becomes the default information required when sending a transmission to a recipient 1 Click to access the Personal Information screen Note User Name User Account Name No changes may be made to the User Name field 2 Press Tab to move from one field to the next Enter and or change all applicable information 3 Click lal Save to update your profile Refer to the following example R FaxCore 2007 User Manual v1 0 Page 4 FAX CORE i me FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL The following shows the current information contained in each field fp Personal Information User Name SCASIANG Display Name Susan Casiano First Name Susan Middle Name Last Name Casiano Prefer Address Type EMAIL amp Addresses Address Type EMAIL Address Address Format pdf E indude address in receive notification L lindude address in send notification Figure 5 Personal Information Next notice the changes that this particular user has made to her personal information a 7 A The user has changed her Display Name and added a Middle Personal Information Name and Address In addition the send and receive notification have enabled User Name SCASIANO Display Name Susan B Casiano First Name Susan Middle Name Beth Last Mame Casiano Prefer Address Ty
32. lder since that is the folder selected in the Create Document Document Information dialog box The file also resides in its original location it was only a copy of the file that was uploaded amp Documents BH New X Delete esq Print Move 4 Refresh am Default z Shared Documents Default 4 Document Name Type Merg Visibility Description Rules and Regulations Standard Document No Private Figure 43 Document is Uploaded to the Default Document Folder Additional folders aside from Default may be nested in the Documents folder Any document contained in the Default folder Shared Documents folder or other folders added by the user may be attached to any message New Message with Attachment Uploaded to Documents Folder When creating a new message complete the following step to add an attachment from one or more of these folders 1 Click Messages in the Navigation Pane if not already selected A Click lNew to open a New Message window The Sender Profile section automatically populates with your name and the name of your company 3 Enter the Subject and any applicable Notes Press the Tab key to move from one field to the next 4 Enter the recipient s Name and Fax When entering the FAX include the area code No need exists for spaces dashes or parenthesis These fields are bolded to show they are required 5 Click E The recipients name shows in the Recipients secti
33. lders Each transmission whether sent by you or received by you is stored in a specific folder dedicated to that type of transmission Where is my Fax What can I do with this fax Transmissions you receive from others j reside in your Inbox X Delete Transmissions assigned delegated to you i Forward to user s by others also reside in this folder Faxes in the L Outbox are waiting to be J eit Forward to user s ay Cancel Message They may have been scheduled to be sent on another day or at another time dii Pause Message These transmissions will be moved to the LA sent folder once they are processed E Resume Message Faxes in the Zj Sent folder are fax transmissions you sent to others All completed transmissions even those gt Forward to user s that failed are stored in this folder Ai Retry Failed Deliveries Faxes not successfully transmitted are moved to the A Failed folder These same transmissions appear in the A sent folder 3 Forward to user s Retry Failed Deliveries Only transmissions that were cancelled list in the Cancelled folder A copy of each is stored in the LJ sent folder Faxes in the l Hold folder are incomplete and not yet ready to send ee ee They may be on hold for previewing Once sent they will be removed from this folder Resume Message R FaxCore 2007 User Manual v1 0
34. may request notification on the successful transmission of the fax or upon its failure to transmit you may select both options if you choose 10 Click once all recipients have been listed documents attached and the appropriate options are set er Windows Internet Explorer Upon clicking Esed a message box advises us that the fax has been sent each transmission is assigned a message number p E Message is sent with message number 201 1 Figure 46 Message Box Advises the Fax is Sent 11 Click K 7 The New Message window closes and the primary window showing our Inbox appears in the foreground to acknowledge and close the message box s FaxCore 2007 User Manual v1 0 Page 26 FAXCORE ee 9 FANCORE WHEN EVERY FAX IS MISSION CRITICAL Use the FaxCore IP Fax Printer to Quickly Distribute Documents Once the FaxCore IP Fax Printer driver has been installed you may print to it from within any application that allows printing This means that any document file currently being worked may be distributed to recipients It could be a Microsoft Word Excel PowerPoint or Visio file Actually any application that offers the ability to print from it is a good candidate The following is an example from within MS Word 1 From the File menu choose Print Save s The Print dialog box shows Page Setup sy Print Ctrl P 2 Click to the right of the printer nam
35. n the Address Bar Mozilla s Firefox web browser is also supported Note FaxCore URL Address Obtain the FaxCore address from your system administrator FA CORE Login to FaxCore Web Client Login scasiano F Log me in automatically Login Copyright 2007 FaxCore Inc All rights reserved To protect your account from unauthorized access FaxCore Web Client automatically doses its connection to your account after a period of inactivity If your session ends refresh your browser and then log on again Figure 1 FaxCore Login Screen 2 Enter your Login and Password click Login Upon successful login the primary window appears 3 Click if not already selected FANCORE SIANO SCASIANO i A GA New Actions sent Inbox Number of items to display 15 7 Move v gg Print XY Refresh Help i B Cancelled C Date Message Tracking Subj Recipient s Status o EJ Trash There are no messages currently in this folder B Personal Folder Messages l Documents is Settings A Search Change page lt 1 gt Displaying page 1 of 1 items 1 to 0 of 0 Figure 2 FaxCore Main Screen P FaxCore 2007 User Manual v1 0 Page 2 FAXCORE we 9 FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Understanding FaxCore s User Interface FaxCore is a 100 browser based web application It possesses a standard look and feel it is easy to use especially if you have
36. ned a message number Figure 64 Message Box Advises the Fax is Sent 9 Click h 2 to acknowledge and close the message box The New Message window closes and the primary window showing our Inbox appears in the foreground R FaxCore 2007 User Manual v1 0 Page 36 FAXCORE F gt FANCORE WHEN EVERY FAX IS MISSION CRITICAL Receive a Fax Incoming messages may be received via email or in the user s FaxCore Inbox Click in the Navigation Pane Click 3 to return to the Inbox folder Once the Inbox is the active folder click new messages Double click a particular message to open it for viewing in the Message Viewer Message Viewer Windows Internet Explorer provided by Yahoo http ico Faxcore com User Messages Message viewer aspx msgID 208 1 0000068328 older 1003 amp usermsg 236990 100000005515 Norton 360 amp Fraud monitoring 15 on x Options FA CORE MESSAGE VIEWER 4 FANCORE Page Zoom Settings a a v Ok Trassmleslon M Ratate D deg 90 deg I 180 deg I 270 deg Belrvercd by Fax Fax Transmission Attention to From Name Susan Casiano Name Susan Casiano Company Casiano Consulting Company FaxCore Inc Date 2008 03 19 Telephone Time 01 43 08 P Pages D RE Attached is Rules and Regulations document Comments Notes The attached documentation contains the necessary information regarding rules and regulations associated with the
37. ng as mywebsearch i Oe Search Highlight h 62 Forecast Ml 857748 w H message viewer 3 f r amp v Page v Tools op BA Norton 360 GST Options v FANCORE MESSAGE VIEWER bd Zoom Settings A Rotate Odeg 90deg 180deg 270 deg Details of the message show on Page 1 Fax Transmission apezeg abessay Su 014997 Attention to From Name Tom Linhard Name Susan Casiana Company FaxCore Inc Company FaxCore Inc Date 2008 03 30 Telephone Time 08 21 30 A Pages 0 RE FaxCore User Manual v1 0 Fax Gure 2007 User Manual v1 O Comments Notes Thumbnail Hi Tom Pm working through the final section of the user manual on the FaxCore IP Fax Printer I still must edit the manual Talk soon Page 2 Z Scroll to see the remaining pages transmitted 100 5 1B3 89 abesse To the left of the thumbnails are two tabs details w FaxCore 2007 User Manual v1 0 Page 31 FAXCORE F j FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Message Details a mw mw U u mi r rial cr u Click 7 to see the Message when it was created its Status and Tracking No Tracking Info While view Image is selected the document Tracking No shows to the right of Message Details When view Details 1S selected additional View Image D View Details information pertaining to the transmission
38. nnnnnnnnnnnni 34 Figure 61 Address Books Default with Listing 0 0 0 0 cceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 35 Figure 62 Address Books Default with Recipient Selected aaaaaaaaaaaaaasasasasnsnnnnnnnnnnnnnnnnnnnnnnna 35 Figure 63 Recipient from Default Address Book cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 36 Figure 64 Message Box Advises the Fax is SC tis saucers isn ibb scssszosobolosoxenassanHHaaanHananaKaK a Kan sanununanununanna 36 Figure 65 Message Viewer Read the Fak 1 41 ssassispnoisterk t lO ssktk r T 37 Figure 66 Search Pields Enter OO 004 tamasannsst lbs SUS S RRR 40 Figure 67 Results of Search on Recipient s Name aaaaaaaaaaaaaaeeaaaaaaaannnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnannu 41 Figure 68 Results of Search using Multiple Criteria aaaaaaaaaiaaaaaaaassnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnanann 41 R FaxCore 2007 User Manual v1 0 Page 43 FAX CORE me 3
39. of notification are by Email File and Printer When being notified via Email the Addresses section appears as follows Notice the NOR notification of receipt and NOS notification of send at the base of the section Notifications will be sent via Email Addresses Address Type EMAIL Address Address Format pdf E indude address in receive notification E indude address in send notification m Edit Remo NOR NOS PrimaryType Address P i Email susancasiano msn com FMT PDF Figure 9 Notification via Email NOR and NOS are Enabled r FaxCore 2007 User Manual v1 0 Page 6 FANCORE i FR j FANCORE WHEN EVERY FAX IS MISSION CRITICAL Note More Detail on Notifications NOR and NOS e A TIF email notification will be sent to mailbox dennis domain com my when sending a fax A PDF email notification will be sent to mailbox dennis domain com when receiving a fax e All incoming and outgoing message will be printed to IP Printer Ensure notification settings are defined in General Settings Edit Remove NOR NOS Primary Address f a dennis domain com my FN a a Emai dennis domain com FMT P i a IP Printer Figure 10 Additional Notification of Receipt and Notification of Sent Settings The address entered can be notified when transmissions are received and or when transmissions are sent You may choose to receive your notification in one of two file formats Both are imaged this means that th
40. on 6 Click the Documents tab A RECIPIENTS DOCUMENTS OPTIONS Attach Documents E Ld Documents 4 ed Shared Documents Figure 44 New Message Document Tab FaxCore 2007 User Manual v1 0 Page 25 FAX CORE oe 9 FAXCORE WHEN EVERY FAX IS MISSION CRITICAL J Click H to the left of the Documents folder to display the Default folder nested within it If the Default folder is visible click the H to its left The H becomes a H once the folder is opened A list of documents uploaded to this folder displays In this example only one file has been uploaded the Rules and Regulations file resides in the Default folder ZZ Documents i Rules and Regulations E3 Shared Documents Documents often attached to messages may be organized in a collection of folders 8 Double click the name of the file to attach to the message In this example only the one file 1s available The name of the file shows to the right of the Documents tab along with the Default Cover Page that it is provided RECIPIENTS DOCUMENTS OPTIONS Attach Documents Jp Document 3 amp Documents Default CoverPage Default Rules and Regulations z EZ Shared Documents Figure 45 An Uploaded Document is Attached 9 Click the Options tab Select the settings that apply to each fax or use the defaults defined Notification Options the ability to set a priority and add a billing code become available You
41. pe EMAIL m Addresses You will be notified at this address when transmissions are sent or received Preferable notification delivery address depending Address Type on administrator s configuration Address Susancasiano msn com Format indude address in receive notification indude address in send notification Figure 6 Personal Information and Addresses with Changes w FaxCore 2007 User Manual v1 0 Page 5 FAX CORE i oe j FANCORE WHEN EVERY FAX IS MISSION CRITICAL Address Types other than EMAIL exist The previous screen shows that when EMAIL type is selected the Address field below it is prepared to accept an email address However if another Address Type is selected the field prepares accordingly The following changes may or may not be necessary 1 Click to see the various Address Types 2 Select the required Address Type EMAIL Md Although being notified via EMAIL when a fax transmission is sent or received is set as the default you may prefer an alert be sent to your mobile phone or land line Would you prefer an alert to be sent to PRINTER your printer Figure 7 Address Types for Notification If the Address Type is changed to MOBILE or PHONE the field below it changes to accommodate the entry Refer to the following example ay Addresses Address Type MOBILE Number International Area Code Local Number Figure 8 Notification via MOBILE The most common methods
42. ppropriate check boxes Keep in mind you are defining default 5 Notification Settings settings Defaults settings are those M settings you would like to have applied most often to a transmission received or Notify when message receive success C Notify when message receive failed sent L Notify when message send success Notify when message send failed Figure 16 General Settings Notification Settings 9 Continue to the Default Send Attachment Cover Page section to save changes and update your profile By default a cover page is sent with each fax transmission You may or may not require a cover page at your organization If a cover page is required do nothing Default Send Attachment Cover Page Default Cover Page Default CoverPage Figure 17 General Settings Default Send Attachment Cover Page 10 If no cover page is necessary click to produce the dropdown menu and select None above Default Cover Page in the dropdown Default Send Attachment Cover Page Default Cover Page Default CoverPage Default CoverPage Figure 18 General Settings Default Send Attachment No Cover Page Necessary If no cover page is necessary this field shows as follows Your User Profile has been defined Please feel free to edit your profile at any time r FaxCore 2007 User Manual v1 0 Page 10 FANCORE F gt FAXCOR WHEN EVERY FAX IS MISSION CRITICAL Messages Simpl
43. shows to the right of Message Details Click view Image once again to return to the document pages 1 720 8704141 FAX A i 720 8704141 FAX Click to close the Message Details Figure 56 Message Viewer Message Details Click Dock to show the thumbnail pages along with the other information a Click to see the Actions that may be Actions performed on this message Delivery All The message may be printed saved using Output File PDF another file name forwarded resent or deleted The transmission may be delivered again to all recipients or a selected number amp Print The Output File is currently PDF idl Save AS It may be either one of the following f Forward Portable Document Format PDF Resend o Tagged Image File Format abbreviated TIFF or TIF Delete Both files are graphic formats Text may not be Figure 57 Message Viewer Actions selected and or copied Click to close Actions K FaxCore 2007 User Manual v1 0 Page 32 FAX CORE Bar g FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL Address Books The Address Books structure shows above the Navigation Pane The Default address book is selected 84 Shared Contacts 5 82 Domain Address Books To the right of the Navigation Pane is the Address Books screen Most likely at this time no contacts exist in your Default address E book Let s add one Fi
44. ss Books Add et Close Help Select recipients from Address Books 3 8J My Address Books Search Contact u3 TE as z Shared Contacts Karen Kelly karenab 123 msn com FMT POF 2 8 Domain Address Books Karen Kelly 303 888 3153 Figure 61 Address Books Default with Listing 6 Click the name of the contact as shown below Address Books Select recipients from Address Books My Address Books Search Contact Contact a Karen Kelly karenab 123 qmail com FMT PDF betes re Shar B d Contacts eS Karen Kelly 303 805 3153 Figure 62 Address Books Default with Recipient Selected 7 Click to include the selected contact as a recipient w FaxCore 2007 User Manual v1 0 Page 35 FAXNCORE i ee FANCORE WHEN EVERY FAX IS MISSION CRITICAL The Address Books window closes the New Message window returns with the recipient s information listed in the Recipients section Recipients 3 NS NE Name Delivery Address Notify Address eee karenabl23 ms karenabi23 mes x FMT PDF FMT PDF Figure 63 Recipient from Default Address Book 8 Click send once all recipients have been listed and the appropriate options are set Each recipient or an alternate will be notified via email that the message has been transmitted Windows Internet Explorer Upon clicking ser this message box advises us that the fax has been sent each transmission is assig
45. xplorer Upon clicking Esma this Windows Internet Explorer message advises us that the fax has been sent each transmission is assigned a message number Message is sent with message number 179 Figure 35 Message Box Advises the Fax is Sent 23 Click L K J to acknowledge and close the message box FaxCore 2007 User Manual v1 0 Page 17 FAXCORE ee 9 FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL The New Message window closes and the primary window showing our Inbox appears in the foreground Now that you can see how easy it is to send a transmission whether as a fax or in another form suppose we discuss the various folders that show on the primary screen It is important to know the purpose of each folder and why a certain message appears in one folder and not another All the folders that show to the right with the exception of ve Li Failed New Folder exist by default ve Lj Cancelled a Li Hold AR a Trash so Hil Unrouted e Personal Folder of New Folder Figure 36 Folders that Store Transmissions The following table introduces the various folders that show above The table explains the purpose of each folder and the actions that can be taken with the messages that reside in it Refer to What Happened to My Fax R FaxCore 2007 User Manual v1 0 Page 18 FAX CORE me FAXNCORE WHEN EVERY FAX IS MISSION CRITICAL What Happened to My Fax An Intro to Message Fo
46. y Send in the Navigation Pane if not already selected H Ne to open a New Message window The Senda Profile section automatically populates with your name and the name of your company Enter the Subject and any applicable Notes Press the Tab key to move from one field to the next Enter the recipient s Name and Fax When entering the FAX include the area code No need exists for spaces dashes or parenthesis These fields are bolded to show they are required New Message Send Help Sender Profile From Susan Casiano Company FaxCore Inc Message Info Subject Documentation release date Notes Release of first wave of documentation is set for Message Properties RECIPIENTS DOCUMENTS OPTIONS Add Generic Recipients N Recipients Delivery Notify Karen Kelly A NSNEName Company Address Address Casiano Consulting No records to display 5451234 g Notify Email karenkelly casianoconsulting com Add From Address Book Figure 20 New Message Window Note The default delivery method for each transmission is FAX Delivery FAXCORE Although the method of delivery is by default FAX feel free to choose a different method when appropriate FaxCore 2007 User Manual v1 0 Page 11 5 Click EM The recipient s name shows in the Recipients section Recipients 4 NS ME Name Company Delivery Address Notify Address Karen Ke Casiano
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