Kate Quick Start Tutorial
Contents
1. Logging In 1 Point your browser to your website Click on LOGIN Phone Sumber Password Security Code E tamenber my docess Phone Mumbar md Password Login Heip CommuniKate Login Window 2 Type in your personal CommuniKate number into the CommuniKate Phone field 3 Type in your website password in the Password field You received your Password and PIN on the Web If you don t know or remember your password please call Customer Service Note The website password is case sensitive and must be entered exactly as it is printed above with no capitalization or spaces 4 Type in your security code in the Security Code field Note During this initial setup if you check the box Remember my Access Phone Number and Password you ll only need to enter your security code each time you access the website The CommuniKate Sidebar Menu On the left side of the screen is the CommuniKate sidebar menu which lists available actions you can use within your website Again there are many advanced features that you will want to explore but right now we re going to work in only those areas required to help you use CommuniKate as quickly as possible Settings and Options We will now set up your CommuniKate account with the necessary settings and your preferences 1 Go to the sidebar menu and click on the My Account option This brings up the My Account directory screen My Account Yojom D D Eom m2. e Web browser Microsoft Internet Explorer 4 0 or higher or Netscape 4 5 or higher e Adobe Acrobat Reader or TIFF image viewer to view your faxes To download the latest version of Acrobat Reader Point your browser to http www adobe com products acrobat readstep html To download the latest version of AlteraTIFF point your browser to http www mieweb com alternatiff e Nullsoft s WinAmp or Microsoft MediaPlayer included with Windows 95 Window 98 or Windows 2000 to stream your voice mail over the Internet Or if you prefer RealPlayer will also work You will need to use version 5 0 or higher If you want to download a free copy of the latest version of RealPlayer point your browser to www real com and follow the instructions on the website for downloading and installing RealPlayer Acquiring an MP3 Player You will need a copy of the latest audio software To get a freeware copy point your browser to either http www winamp com getwinamp for WinAmp or http www microsoft com windows windowsmedia en download default asp for Microsoft MediaPlayer You will likely need to provide information about your computer s operating system processor and Internet connection or modem speed Tip For your modem s speed choose 28 8 if you do not know your modem speed or are using a fast connection to the Internet For assistance with listening to messages or viewing faxes please contact CommuniKate Customer Care
3. in the website it is available to you for use by both phone and web gt Follow these steps to load your Contacts 1 Click on Contacts in the sidebar menu on the left side of the screen This opens the Contact Directory screen Sea A Contacts Screen 2 Click on the Add Contact button which opens the New Contact screen 3 Enter data for the contact you want to add to your contact list Key in names as you would like CommuniKate to display and read them 4 After you have provided data for the contact click on the Save button to apply it 5 Repeat this step to store up to 2 000 contacts You may also download contacts from another source such as Palm Pilot or Microsoft Outlook If you would like to do this see Appendix One PIMSync Application Note When you enter a contact to CommuniKate you need to enter a name the way it is pronounced You may also build customized contact lists and subdivide them as you choose You will need to use the Contact Lists button found on the Contacts screen Because this exercise is intended to be a quick start we Il let you use those kinds of more advanced features on your own at a later date Congratulations You re ready to start using CommuniKate She can now make calls receive and forward calls and faxes and both send and receive E mail After you review the CommuniKate User Manual you ll be able to take advantage of the full range of CommuniKate s services
4. 1 Quick Start Tutorial This quick start section will help you set up CommuniKate on the phone and your CommuniKate website After you have completed this easy startup not only will you be ready to begin using CommuniKate CommuniKate will begin working for you Step 1 Telephone Tutorial Let s begin by calling CommuniKate so we can run through a brief tutorial that will record your spoken name record your personal greeting set personal destinations or choose to do it later give you a brief demonstration of some of CommuniKate s functions This tutorial works only for your initial setup call However your name and personal greeting may be re recorded at any time you wish Now let s begin 1 Dial your Personal CommuniKate number Immediately after your virtual assistant answers press the star key This tells CommuniKate that you have a mailbox in the system When CommuniKate asks for your Security Code four digit type in the one that was assigned to you or sent to you by E mail You ll find your security code in the letter that is part of the fulfillment package Follow CommuniKate s instructions to record your spoken name and greeting CommuniKate will then prompt you to set up such information as your home phone number fax number cellular and so on You will also be able to listen to a demonstration of some of CommuniKate s functions When you re finished listening to the tutorial say Go
5. ations link This brings up the Personal Destinations screen My Account Wolce OO Fan Di4 LUG Number of imgs Seourty Level Sensitivity Moma E emn Piammel Hedum ormel Medum Romer E Medium E Mone Phineas ______ Office Phone M Cellular Phones Mahibe Phine Loo iY Dprerator Phone is isl is as Fax fo E mail Eo Pager Type Herrie Pagar m Pager Date Personal Destinations Screen 9 10 11 Type in the phone numbers for all applicable fields with your various phone fax numbers and your pager and E mail address Keep in mind that when entering phone numbers the required format is 999 999 9999 or 999 999 9999x999 if you are adding an extension Note If you have an alphanumeric pager the required format is 999 999 9999 Your E mail Address e g 555 555 1234 yahoo com Refer to Chapter 16 My Account under the Personal Destinations section on page 125 for information on Security Level and Sensitivity settings After you have finished completing typing in your destination phone numbers and Security Level and Sensitivity settings click on the Save button to apply your changes You re ready for the next step tloading contacts Step 3 Load Contacts Optional Loading contacts into your website enables CommuniKate to make calls and faxes as well as send E mails for you CommuniKate Tip Although you are loading your contact information
6. i4 Dptions and Securit Personal Dectinations 5 i Detamina hra yar Pesona Darnadons Edit your contat data asiistant interacts with callers amd notte you such ac phone and fat numbers pager about rening mes cagat Set pour current ma information and onal addracs mond Aka hange You pated and security ote Call Transtar Bersomel and Billie Adidiras cas Call Transen Program shere to accagt pone Personal ard Billing Addneisag Edit your tals a 0 pede phone ume of Gatet bo the pigana imiona iama dene Sree eilig phone number you are qarrenth calling from Sodas seg fallow mej send cals directly to vows mai Wek Pralaranias E rmai Acer s Wah Preferences Select formats and E mail trrgunts Goan aout m srmaton prsteresnces for sewing faes beeing vare Leaner types user nams etc for the e ma messages Scing and composng e mails and soogurts that you wish bo aocess ower the phone otter web ste opbons and on the web Advance Rules Call Records Coll Transfer Rules Set cal transfer rules based Cal Records Review all the trafic on wour on caller O amd orrat Gate and bme moogunt Recas can be exported to Microsoft Excl Cal are listed by date oma onginaing Fax Fore arc A Set fas Forwarding rules i callers number number died kewgth ard er eee AED aL DACE ET cuTeome Bucy no angea connect vigia Hal Greeti Rules Set the suita mal greeting plaped to callers based o
7. including conference calls and broadcasting messages Give your new CommuniKate number to friends family associates clients anyone You re off and running
8. n caller ff ard cunent dabe and time My Account Screen 2 Go to the Options and Security section and click on the Options and Security link This brings up a screen for your virtual assistant preferences and Security settings My Account Ea Asse ae Lp Call Screening Mone Ctfered to Your Callers Aiotiticabtion of Regulsr Messages Aiot ication af Urgert Mea anezi Message ledicetion Tone Message Report Time Fieve hefeull Message Order Barge Thre in Yolo Mail hie Security Code Retype Mew Seourity Code Yojpe MAO Faye WA Agk Caler Hame Voce Touch Tarne Henu F E mail with attachment C Emal without attachment Pager I Phone cal F E mail with attachment E mail without atatimant E Pagar I Phone cal F Indicate res messages with a different ring tona Ful r Tenia TE M Automatically acpust chock for Darlight Saving Time changes Merwe eta Oldest Dsena Mew Paterord Retype Mew Password Virtual Assistant and Security Options 3 Using the drop down boxes and check boxes enter your preferences in the Assistant Options section and then your Security Code and Password in the Security section When finished click on the Save button Note Barge Thru while listening to messages is disabled by default on all accounts Currently it may only be enabled via the website 4 Go to the CommuniKate Sidebar menu and again click on the My Account option 5 Go to the E mail Acco
9. odbye or hang up to disconnect Then call yourself using your CommuniKate number Listen to CommuniKate answer your call and identify you Tell her to take a message and then leave yourself a message By doing this you ll be able to hear your spoken name and personal greeting How do the recordings sound If you re not satisfied call back and re record either recording To change your personal greeting or name recording see Chapter 6 Phone Destination and Message Management and follow the instructions in the section Change Your Personal Greeting When you re satisfied with the results of your telephone setup you re ready to move on to Step 2 setting up your website Step 2 Set Up Your Website If you ve gotten this far you ve already completed setting your personal options Good work you re nearly finished with your complete CommuniKate setup In fact your assistant is now ready to receive calls identify callers and take messages for you Now onto your website setup System Requirements for CommuniKate on the Web To use CommuniKate on the Web your system will need to meet the following hardware and software requirements Hardware Requirements To use CommuniKate on the Internet you need a multimedia computer with e a sound card e speakers e a28 8 bps or faster modem Software Requirements To engage all of CommuniKate s features you will need the following software packages
10. unt section and click on the E mail Account link This brings up the E mail Account screen My Account E mail Accounts Screen You will need to fill in the following fields Main E mail Account In this section enter settings for your main E mail account e User Name This is your E mail user name given to you by your ISP Frequently it s the part of your E mail address that precedes the symbol e Password This is your alphanumeric E mail password from your ISP Please note that your website password is case sensitive and must be entered with no capital letters or spaces e Retype Password Re entering your password in this field provides confirmation of your password e Service Provider Select your provider s name from the drop down menu e g Yahoo e Server Name If you selected Other in the Service Provider field you need to enter your E mail server name here You will likely need to contact your Internet Service Provider ISP for this information Additional E mail Accounts In this section you can enter settings for additional E mail accounts up to four that you may want to check through your CommuniKate account These settings are the same as those you use for your main E mail account When finished click on the Save button Once again click on the My Account option in the sidebar menu to open the My Account directory screen Go to Personal Destinations and click on the Personal Destin
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