Editing A Faxpress Phonebook - Captaris FaxPress User Manual

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User Guide > Editing a FaxPress Phonebook

Editing a FaxPress Phonebook

To edit a phonebook file, follow these steps:
1.
Invoke a text editor or spreadsheet program.
2.
Select File / Open from the menu bar.
3.
Locate and open the phonebook.csv file.
If you use a spreadsheet to edit the file, the commas between the quotation marks in the
file are equivalent to the cell separators in your spreadsheet.
If you are using a text editor, you will see lines with the following general format:
Last Name, First Name, Fax #, Company, Voice #, Bill back code, Comment, Group
Elements of this general format are:
Last Name, First Name— The recipient's name as it appears in the Group list. The entry
can contain up to 50 characters. The initial character must be alphanumeric. You must
have an entry in this field.
Fax #— The recipient's fax number. You can use numerals, parentheses (), the dash,
and the space only. You must have an entry in this field.
Company— Name of the recipient's company. This field is optional.
Voice #— The recipient's voice phone number. You can use numerals, parentheses (),
the dash, and the space only. This field is optional.
Bill back code— The bill back code that is assigned to the recipient. You can use up to
26 characters in the bill back code. This field is optional.
Comment— You can have a comment that uses up to 50 characters. This field is option-
al.
Group— The name of the Group in which the entry is found. Every entry must have a
valid group. This field is mandatory. If you do not want to put this entry into a specific
group, specify <ALL>.
You can edit the file content with a text editor or spreadsheet program, but you must retain
the order of fields format to import the file into your phone book. The format uses quota-
tion marks and commas to delineate the phone book entries. The entries are fixed in the
format, and you must represent each position, even when there is no value assigned. The
quotation marks and the order are used to represent the position. For example, Voice #
is always in the fourth position in the format.
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