Page 1 FaxPress Premier ™ A New Generation of Network Fax Servers User Guide...
Page 2 Commercial Computer Software-Restricted Rights at CFR 52.227-19, subparagraphs (c)(1) and (2), as applicable. If user is a unit or agency of the United States Government, or if a license hereunder is acquired pursuant to a contract with any such unit or agency, user agrees that the Software and Documentation are provided with Restricted Rights.
Page 3: Table Of Contents
Faxmain: An Introduction______________________________ 3-1 Overview _________________________________________________________________ 3-2 About Faxmain ____________________________________________________________ 3-3 Faxmain Folder Views_____________________________________________________ 3-3 Starting Faxmain and Logging In to the FaxPress Premier ________________________ 3-6 Accessing Additional FaxPress Premier Servers ________________________________ 3-7 About the User Mailbox______________________________________________________ 3-8 Outgoing Faxes__________________________________________________________ 3-8...
Page 4 Sending Faxes from Windows Explorer _______________________________________ 5-5 Sending Faxes From Microsoft Applications ____________________________________ 5-6 Sending Faxes Using the Send To Castelle FaxPress Option ___________________________ 5-6 Sending Faxes Using Word Faxing ________________________________________________ 5-8 Sending Faxes from Common Third Party Applications ___________________________ 5-9...
Page 5 Forwarding Faxes Manually _______________________________________________ 7-13 Sending a Received Fax____________________________________________________ 7-14 Routing Faxes____________________________________________________________ 7-15 Using the Drag and Drop Routing Tool _______________________________________ 7-15 Using Context Menu Routing ______________________________________________ 7-17 Forwarding a Fax via Email _________________________________________________ 7-18 Viewing Fax Properties _____________________________________________________ 7-19...
Page 6 Adding Cover Pages to the Cover Pages Folder________________________________ 11-8 Creating Cover Pages for International Character Support_______________________ 11-10 Creating a Cover Page Template from a Blank Word Document __________________ 11-12 Creating Cover Pages with Castelle’s Cover Page Editor__________________________ 11-19 Create a Cover Page Master______________________________________________ 11-19...
Page 7 Importing a Document in Fax Format ________________________________________ 13-7 Using the Favorite Documents _______________________________________________ 13-9 Using the Send Fax Interface to Send a Favorite Document ______________________ 13-9 Using the Favorite Documents Folder to Send a Favorite Document_______________ 13-10 Viewing a Favorite Document _____________________________________________ 13-11...
Page 8 Changing Your Password for Remote Login ___________________________________ 16-8 FaxPress Premier and FrontRange GoldMine Integration ___ 17-1 Overview ________________________________________________________________ 17-2 About the FaxPress Premier and FrontRange GoldMine Integration __________________ 17-3 Before Installing___________________________________________________________ 17-4 Required ODBC Data Sources and Drivers ___________________________________ 17-4...
Page 9: Introducing The Faxpress Premier
Introducing the FaxPress Premier What’s In This Chapter Overview ____________________________________________________________ 1-2 Using the FaxPress Premier _____________________________________________ 1-3 1—1...
Page 10: Overview
Introducing the FaxPress Premier Overview This chapter describes: • an introduction to FaxPress Premier end user features. 1—2...
Page 11: Using The Faxpress Premier
Using the FaxPress Premier Faxing with the FaxPress Premier allows faxes to be sent right from your PC, in less than one tenth of the time it takes to use a standalone fax machine. More secure than email, computer-based faxing is ideal for handling business-critical and potentially sensitive information.
Page 12 Introducing the FaxPress Premier 1—4...
Page 13: Installing The Faxpress Premier Client
Installing the FaxPress Premier Client What’s In This Chapter Overview ____________________________________________________________ 2-2 Installing the FaxPress Premier User Client _________________________________ 2-3 Uninstalling the FaxPress Premier Client____________________________________ 2-8 2—1...
Page 14: Overview
Installing the FaxPress Premier Client Overview This chapter describes: • how to install the FaxPress Premier User client. • how to uninstall the FaxPress Premier User client. 2—2...
Page 15: Installing The Faxpress Premier User Client
Installing the FaxPress Premier User Client Installing the FaxPress Premier User Client This section describes how to install the FaxPress Premier User client. The FaxPress Premier User client includes Faxmain, the FaxPress Premier fax administration and transmission utility. Before you can use Faxmain, the FaxPress Premier server must first be operational.
Page 16 Installing the FaxPress Premier Client 3. The screen requires you to click Welcome Next> 4. Select User Installation 2—4...
Page 17 Next> Browse drive to share the folder with other users. After you’ve installed the client, you can change the location of the personal folders from Faxmain. (See Chapter 8, Setting Personal Preferences 2—5...
Page 18 8. If you are re-installing the FaxPress Premier software, an window will Installation Information display, alerting you to the existence of an earlier FaxPress Premier installation. Click to keep your previous settings or to overwrite them and continue with the installation.
Page 19 Installing the FaxPress Premier User Client 9. To use the FaxPress Premier client now, select the option. Yes, I want to restart my computer now To use the client after the next time the machine is restarted, select the option. No. . . 10. Click to complete the installation process.
Page 20: Uninstalling The Faxpress Premier Client
FaxPress Premier Setup detects an existing installation of the FaxPress Premier Client. If you’re running a fresh install of the FaxPress Premier client, the uninstall screens will not appear. Once the FaxPress Premier client is installed, it can also be uninstalled by selecting: Start>Programs>FaxPress>Uninstall FaxPress...
Page 21 Personal Folders contents, user settings, and FaxPress Premier registry settings. The complete uninstallation will completely remove all files. Select an option to uninstall the FaxPress Premier client according to your purpose, then click Next>...
Page 22 Installing the FaxPress Premier Client 2—10...
Page 23: Faxmain: An Introduction
What’s In This Chapter Overview ____________________________________________________________ 3-2 About Faxmain ________________________________________________________ 3-3 Faxmain Folder Views _______________________________________________ 3-3 Starting Faxmain and Logging In to the FaxPress Premier___________________ 3-6 Accessing Additional FaxPress Premier Servers __________________________ 3-7 About the User Mailbox _________________________________________________ 3-8 Outgoing Faxes ____________________________________________________ 3-8...
Page 24: Overview
Faxmain: An Introduction Overview This chapter describes: • Faxmain user features • Faxmain tree structure 3—2...
Page 25: About Faxmain
About Faxmain About Faxmain Faxmain, the FaxPress Premier client, is the primary fax transmission and fax management utility for FaxPress Premier users. The FaxPress Premier also provides fax transmission features, mirroring Faxmain. See Web Client Chapter for more information. 16, FaxPress Premier Web Interface Examples of a few Faxmain end user functions include: •...
Page 26 Faxmain: An Introduction Expanding the Faxmain window vertically will relocate the icons vertically. Note: folder and folder appear only for users logged in with Administration Unaddressed Faxes privileges. Supervisor Note: The FaxPress Premier must first be configured to be operational. Refer to...
Page 27 About Faxmain view displays all the content of all of the folders in tree structure layout, and also includes All Folders . The branch, when expanded, FaxPress Premier Neighborhood FaxPress Premier Neighborhood displays the FaxPress Premier and FaxPress servers on the immediate network segment, as well as FaxPress and FaxPress Premier servers on remote network segments.
Page 28: Starting Faxmain And Logging In To The Faxpress Premier
Setting Your Password on page 3-13 3. If there are three or fewer FaxPress Premier and FaxPress servers on your network, Faxmain will be the first window to appear. If there are more than three FaxPress Premier and FaxPress servers on the network, or if the FaxPress is on a different network segment, the FaxPress Accounts window will appear, requiring you to select and add a FaxPress Premier server to log into.
Page 29: Accessing Additional Faxpress Premier Servers
Login As... 2. From any of the folder views, you can use the FaxPress Premier server icon to select and log in to any of the FaxPress Premier servers on the network. Once logged in, you can use the server icon to move easily from server to server.
Page 30: About The User Mailbox
Outgoing Faxes Queue Premier sends them on to the recipient. The Premier faxes your document as soon as it finishes with the documents ahead of yours in the queue. Once your document is sent, you’ll receive a notice telling you whether or not your document was successfully faxed.
Page 31: Incoming Faxes
Incoming Faxes Queue fax, or delete faxes in your personal incoming fax list. If you want to keep a fax, either save or print it, and then remove it from the list. Leaving faxes in the list wastes disk space on the FaxPress Premier. Your administrator can configure the FaxPress Premier to automatically purge old faxes from all mailboxes.
Page 32: Cover Pages
This information is automatically sent with the file when you send the fax. The Personal Phone Book is stored on the FaxPress Premier and can be accessed by you (and only you) from any workstation logged onto the server. Refer to About the FaxPress Premier Phone Books on page 12-3 You can also create local phone books.
Page 33: Personal Folders
Options. For details, see Chapter 8, Setting Personal Preferences. Note: If the physical file locations are defined at the same location for multiple users, any of the folders in Personal Folders can be shared. Local Phone Books Allows you to create and manage local FaxPress Premier phone books.
Page 34: Saved Faxes
Managing Saved Faxes on page 7-9 Favorite Documents If you have documents or forms that you need to fax repeatedly, add them to this folder in Faxmain. This relieves you of having to repeatedly browse the directory structure to locate frequently used documents.
Page 35: Setting Your Password
FaxPress Premier server in the FaxPress Neighborhood. You will see the same login dialog box if you are opening Faxmain for the first time, and it is on another user’s PC. In either of these First Login scenarios, enter your user name as the Supervisor specified it, then login without entering a password.
Page 36 User Account User Properties Set Password Note: To set or change your password, you must be logged in as yourself. A Supervisor user can log in as you and erase the password, but only you can set a new one. 3—14...
Page 37 In the future, you can login to Faxmain using the user name and password you have just set, either from your own PC or from the PC of any other user on the same segment of the local area network as your FaxPress Premier server.
Page 38: Faxpress Premier User Privilege Levels
There are four privilege levels: User Can send, list, hold, view, print, save, discard or cancel personal faxes (faxes sent by or routed to you). Users can create and edit their personal phone directories, and also submit, list, resequence, and cancel their own print jobs, and set their own Personal Preferences.
Page 39: Configuring User Properties
What’s In This Chapter Overview ____________________________________________________________ 4-2 About the User Properties _______________________________________________ 4-3 Accessing the User Properties ________________________________________ 4-3 Configuring the User Account Properties ________________________________ 4-4 Configuring Outgoing Fax Properties ___________________________________ 4-6 Configuring Incoming Fax Properties ___________________________________ 4-8 Configuring Printer Configuration Properties_____________________________ 4-10...
Page 40: Overview
Configuring User Properties Overview This chapter describes: • The function of the FaxPress Premier User Properties. • How to configure the FaxPress Premier User Properties 4—2...
Page 41: About The User Properties
FaxPress Premier user account settings stored on the Premier server. The User User Properties Properties can be accessed from any client workstation with Faxmain installed, as distinct from the Personal Preferences settings (see ) which are stored on and specific to About the Personal Preferences on page 8-3 the individual Premier user’s client workstation.
Page 42: Configuring The User Account Properties
This number will appear on the Voice # cover page of outgoing faxes if it is defined. If you do not enter a number, the number that appears in the Premier dialog box will be used. Typically, this is a corporate office number.
Page 43 The identifier number may contain Mailbox ID up to 4 digits. A mailbox ID is necessary if you want to be able to automatically route faxes to this user's mailbox. Premier supports DID, DTMF and T-30 sub-addressing. See your PBX administrator to get this ID.
Page 44: Configuring Outgoing Fax Properties
Confirm Note: To set or change your password, you must be logged in as yourself. A Supervisor user can log in as you and erase the password, but only you can set a new one. Configuring Outgoing Fax Properties To configure the outgoing fax delivery options for a user account, follow these steps: 1.
Page 45 Send on format of the default setting. You can only set the start time. This feature works on a 24-hour basis and will send the faxes in this mailbox every 24-hours. If you set the starting time earlier than the current time, the Premier will send the faxes in this mailbox the next day.
Page 46: Configuring Incoming Fax Properties
In the section, you can make these settings: Line – use to set the specific line to apply the Advanced settings to, or keep the default Default Any Line setting for settings to apply to all lines.
Page 47 Select this if you want all personal incoming faxes to be Forward to Shared Phonebook— automatically forwarded to all the members in a Corporate phone book group. Select the group to whom you want the fax forwarded from the drop-down list. You cannot forward faxes to the <ALL>...
Page 48: Configuring Printer Configuration Properties
To print to a parallel printer attached to the Premier server click the radio button. Parallel Port b. If you are attached to a Windows network and wish to print to a network printer select the HOST radio button and click on the button to set the printer queue parameters.
Page 49: Configuring The Archive Properties
The password for the Login Name that you are using to access the printer. Login Password— Configuring the Archive Properties The Archive Settings dialog box allows you to change the location and type for your archive database. The original configuration is set when the FaxPress Premier administrator configures the FaxPress Premier Archive service.
Page 50 2. Select the tab. Archive Settings 3. To select a database, click either Microsoft Access Database or Microsoft SQL server. Use this type of database if you do not have a database server. Microsoft Access Database— Enter the database name with path or select Browse to find the database.
Page 51: Configuring The Email/Other Properties
Display Name User Name User Account – enter the user’s email address. This is required to send messages to email as well as fax Email Address recipients, since mail servers typically look for a return email address before accepting mail.
Page 52 Configuring User Properties 4—14...
Page 53: Sending Faxes
Sending Faxes From Faxmain ________________________________________ 5-4 Sending Faxes from Windows Explorer _________________________________ 5-5 Sending Faxes From Microsoft Applications ______________________________ 5-6 Sending Faxes from Common Third Party Applications _____________________ 5-9 Addressing Options ___________________________________________________ 5-13 Manual Addressing ________________________________________________ 5-14 Using the To... Button ______________________________________________ 5-15...
Page 54: Overview
Send Fax • How to send faxes • How to address a fax, attach files, and set the Send Fax delivery options. • How to enable fax sending from Windows Explorer. • How to enable fax sending from Microsoft applications.
Page 55: Sending Fax Options
Sending Faxes Sending Faxes FaxPress Premier offers a variety of options for sending faxes. The FaxPress Premier’s interface Send Fax provides a convenient way to address, attach files to, preview and send faxes. interface includes three tabs: used to include a variety of fax...
Page 56: Sending Faxes From Faxmain
Sending Faxes Sending Faxes From Faxmain interface can be accessed from Faxmain any one of the following ways: Send Fax • By clicking the button in the Faxmain tool bar. (See below.) Compose • By selecting from the menu bar.
Page 57: Sending Faxes From Windows Explorer
Sending Faxes Note: The only required field for sending a fax is the fax phone number if you are attaching a file. If you are not attaching a file, you must, at minimum, include a cover page and message. 4. Preview the fax. (See Previewing Faxes on page 5-23 5.
Page 58: Sending Faxes From Microsoft Applications
Sending Faxes To use the Send To Castelle FaxPress option to send faxes once it’s been added, follow these steps: 1. Right-click on a file and then select the command, or select the command from the Send To Send To File menu.
Page 59 To install the option, go to Send To Castelle FaxPress Start>Programs>FaxPress>Microsoft Office . This new option will appear in the Send To menu of the Support>Install Send To Castelle FaxPress Menu next Microsoft application you open, as shown below.. 5—7...
Page 60: Sending Faxes Using Word Faxing
Sending Faxes Sending Faxes Using Word Faxing To make it even easier to fax from within Microsoft Word, you can add a FaxPress Premier icon to the Word bar. Clicking the FaxPress Premier icon brings up the FaxPress window, where you can enter...
Page 61: Sending Faxes From Common Third Party Applications
FaxPress Premier supports native attachment faxing for most common applications. This means that for many applications you do not need to do a print from the document, you do not need to even have the application opened. In this sense it is very much like attaching a document when sending email.
Page 62: Sending Multiple Documents
Sending Faxes Sending Multiple Documents fax function allows users to send multiple files from different applications in one fax job. Accumulate With the option enabled, all documents printed to the print driver will be Accumulate Castelle FaxPress included in one faxing activity, until the button is selected in the window.
Page 63 Sending Faxes 2. Next, from an open application, print to the converter Castelle FaxPress 5—11...
Page 64 Accumulate fax function were not Send Fax enabled. With this function enabled, however, you can continue to open new applications and print additional documents to the Castelle FaxPress Converter. All submitted Castelle FaxPress converter...
Page 65: Addressing Options
Addressing Options Addressing Options The Premier’s Send Fax interface supports a variety of addressing options, even allowing you to send your documents to fax and email recipients simultaneously. for more information. Using Phone Books on page 5-26 5—13...
Page 66: Manual Addressing
Sending Faxes Manual Addressing Use the field to enter fax addresses manually. To... Enter fax addresses in any of these formats: • recipient_fax_number • Recipient name @ recipient_fax_number • Recipient name @ company @ recipient_fax_number • @ company @ recipient_fax_number...
Page 67: Using The To
Use the window to add individual user or group recipients from your phonebooks. The Address Fax Address Fax window’s To: field does not accept fax addresses entered manually. Use either the New button or the Add button to add recipients. 5—15...
Page 68: Using The New Recipient Button
New Recipient New Recipient window allows you to create a new recipient and either add the recipient to a phone New Recipient book, or use button to use the information for the current fax. See...
Page 69: Using The Outlook Contact List Button
Outlook Contact List your list of recipients. Outlook Contacts added using this button do not need to have a Business Fax number in their contact information. The fax will be sent to their email address, and arrive as an attached file.
Page 70: About The Faxpress Premier Send Fax Interface
Note: The only required field for sending a fax is the recipient fax phone number if you are attaching a file. If you are not attaching a file, you must, as a minimum, include a cover page and message.
Page 71: Favorite Messages
Favorite Messages If a cover page is selected, a message that will appear on the cover page. can be entered in the Favorite Message field. Premier supports up to 16 lines or 960 words in the field, or choose a message from the pulldown list to select a a previously created message.
Page 72: The Attachments Tab
Attachments first. The conversion to fax format happens automatically. The only requirement is that the application must be installed on your client workstation. tab allows you to: Attachments •...
Page 73: The Options Tab
This is an optional setting. The default is Send as soon as possible. — In this section you can specify a bill back code from a phonebook or database or find Bill Back Options and specify a bill back option.
Page 74 — prints a confirmation once the fax has been sent successfully. Confirma- Print confirmation only tion consists of the first page of the fax compressed and a short notice of the transmission. — which will suppress printing. Do not print select this option to print each user's faxes according to Print confirmation using local default printer –...
Page 75: Additional Information
.exe .bin garbage fax output, FaxPress Premier will reject the file and generate a file conversion error for that job. Output files from applications that support Shell execution methods are generally supported as attachments. If you need to confirm your attachment works with FaxPress Premier, follow these steps: 1.
Page 76: Attaching Files Step By Step
Sending Faxes Attaching Files Step by Step To attach one or more files to your fax, follow these steps: 1. In the window, click the tab. Send Fax Attachments 2. If the file you’d like to attach exists in your...
Page 77 5. Use the button to remove items from the Remove Attachments List 6. If you have multiple attachments and want them to appear in a particular order, use the Move Up buttons to arrange the items listed in the Move Down Attachments List 5—25...
Page 78: Using Phone Books
Address Fax Address Fax recipients from the corporate phone book, from your personal Premier phone book or a local phone book linked to your workstation. Note: You can also address a fax—with full FaxPress Premier address parameters—to a party who is not yet listed in a FaxPress Premier phone book by clicking .
Page 79 —The bill back code assigned to the recipient as listed in the recipient’s profile. You Bill Back Code can arrange the group entries in order by bill back code by clicking on the Bill Back Code button. —The list of selected recipients the current fax will be sent to.
Page 80: Adding New Recipients To Your Phone Books
Sending Faxes Adding New Recipients to your Phone Books You can add a new entry to a phonebook by either clicking the button in the Castelle FaxPress window box or by clicking the user icon in the window box. Either way, the...
Page 81: Sending Faxes With Faxtray
— Add the entry to the list of members in the currently selected phone book and to Phone Book the recipient list shown in the Phone book edit box. You can also use the drop-down list in the edit box to select a different phone book.
Page 82 Sending Faxes 5—30...
Page 83 Printing Faxes _____________________________________________________ 6-6 Resending Faxes___________________________________________________ 6-6 Deleting Faxes_____________________________________________________ 6-7 Holding Outgoing Faxes _____________________________________________ 6-8 Releasing a Hold on Outgoing Faxes ___________________________________ 6-9 Changing Fax Transmission Order ____________________________________ 6-10 Forwarding Faxes via Email _________________________________________ 6-11 Approving Fax Transmission _________________________________________ 6-13...
Page 84: The Outgoing Fax Queue
The Outgoing Fax Queue Overview This chapter describes: • Accessing the Outgoing Fax Queue. • Outgoing Fax Queue structure. • Outgoing Fax Queue features. 6—2...
Page 85: Managing The Outgoing Fax Queue
Personal Faxes Only outgoing queue, as shown below. All Faxes queue displays only the faxes sent from your Premier user account. Personal Faxes Only queue displays the faxes sent by all Premier users, including your personal faxes. All Faxes 6—3...
Page 86: Viewing Faxes
To view a fax in your , follow these steps: Outgoing Faxes Queue 1. Open the and select either the or the queue. Outgoing Faxes Queue Personal Faxes Only All Faxes 2. Right-click on a fax and select to launch your fax viewer. View 6—4...
Page 87: Saving Faxes
TIF, PDF Save Your fax will be saved as a file in the directory you specified. The content of faxes saved or archived as PDF files will not be searchable or editable using the PDF's search and edit functions. 6—5...
Page 88: Printing Faxes
Status Active 2. The window’s field displays the recipient’s fax number. Resend Fax Destination phone number You can choose to change the number, leave it as is, or enter the email address of a Premier user.. 3. Click 6—6...
Page 89: Deleting Faxes
Select a fax and use the menu choice File>Delete • Right-click on the fax you want to delete and select from the context menu. Delete A message box will appear to let you confirm the delete action. Click on to delete the fax. 6—7...
Page 90: Holding Outgoing Faxes
2. To view that the change has taken effect, check the column in the Status Outgoing Faxes Queue column entry for the selected fax will change from its present state to . The possible Status Held states for the...
Page 91: Releasing A Hold On Outgoing Faxes
Releasing a Hold on Outgoing Faxes To release a hold on an outgoing fax, follow these steps: 1. In the , right-click on the fax you want to release for delivery and select Outgoing Faxes Queue Unhold 2. To view that the change has taken effect, check the...
Page 92: Changing Fax Transmission Order
A user with Supervisor or Operator privileges can change the processing order for any fax. If all faxes in the queue belong to the same user, that user can also change the processing order regardless of privilege level.
Page 93: Forwarding Faxes Via Email
Managing the Outgoing Fax Queue Forwarding Faxes via Email Forwarding or sending faxes as attachments to your email message is supported for MAPI (Messaging Application Programming Interface) compliant email programs such as: Outlook, Exchange, Inbox, and Windows Messaging. To select a fax from the...
Page 94 3. If your email client is not running, the dialog may be displayed. Choose Profile 4. Select a profile from the drop-down list, or accept the default. If you are not sure which profile to use, consult your email system administrator. 5. Click to launch the email client.
Page 95: Approving Fax Transmission
To approve faxes, follow these steps: 1. Login to Faxmain with Supervisor or Operator privileges. All the faxes currently in the queue will be listed in the right panel. The faxes with a clip board and check mark icon are awaiting approval.
Page 96: Viewing Fax Properties
The Outgoing Fax Queue Viewing Fax Properties To view information about a fax from the follow these steps: Right-click on a fax Outgoing Faxes Queue, and select from the context menu. Properties screen will be displayed. Outgoing Fax Properties 6—14...
Page 97: Refreshing The Queue
Managing the Outgoing Fax Queue Refreshing the Queue FaxPress Premier lists update periodically. To update the list immediately, press the key or select <F5> from the menu bar. Refresh View 6—15...
Page 98 The Outgoing Fax Queue 6—16...
Page 99 Printing Faxes _______________________________________________________ 7-11 Deleting Faxes _______________________________________________________ 7-11 Forwarding Faxes ____________________________________________________ 7-11 Sending a Received Fax _______________________________________________ 7-14 Routing Faxes _______________________________________________________ 7-15 Forwarding a Fax via Email _____________________________________________ 7-18 Viewing Fax Properties ________________________________________________ 7-19 Refreshing the Queue _________________________________________________ 7-19 7—1...
Page 100: Overview
Receiving Faxes Overview This chapter describes: • The variety of ways inbound faxes can be routed or automatically delivered to users. • The Faxmain fax receiving functions and options available to users. 7—2...
Page 101: Receiving Faxes
Incoming Fax Queue It is first in an unviewed state and shows as bold in the list. The fax may leave this queue and go into the fax Archive (depending on how your Administrator has configured the FaxPress Premier Archive.) Most of the actions you can perform on a fax are accessible through the context menu when you right click on any of your faxes.
Page 102: Receiving Faxes
Save As... Saving a Fax on page 7-8 – Print the fax using a printer connected to the FaxPress Premier, a printer on the network, or a printer Print associated with your workstation. For more information refer to Chapter 9, Printing Faxes screen will allow you to specify the printer.
Page 103 Choose Profile You can select a profile from the drop-down list or accept the default that appears in the edit box. If you are not sure which profile to use, consult your email system administrator. Click to launch your email program.
Page 104: Viewing Faxes
Receiving Faxes Viewing Faxes FaxPress Premier can place incoming faxes in your mailbox if you have automatic routing or if another user routes a fax to you. The faxes you receive are listed in the folder in your Incoming Faxes Queue...
Page 105 Page The specific viewer application and format are defined when you set your Personal Preferences. Incoming faxes are by default displayed in TIFF format, but can also be configured to be displayed in DCX or PDF file format. Note: TIF is ideal for annotating and resending a faxes.
Page 106: Saving A Fax
. If you need to annotate a fax and resend Save as file type TIF, DCX it, we recommend that you save it in the default TIF file format. The content of faxes saved as PDF files will not be searchable or editable. 6. When you are finished, click Save 7—8...
Page 107: Managing Saved Faxes
The Add Folder dialog box will be displayed. 3. Enter the title for your new saved faxes folder in the Folder Name text box and the new folder will be created for you. In the future when you save a fax, this folder will be displayed as a possible destina- tion for your fax.
Page 108 Send— Send Fax Depending on the settings in your profile and email client, this either requests you to select an Mail— email service or directly launches your email client. The saved fax will automatically be attached to a new message.
Page 109: Printing Faxes
When automatic forwarding is set to forward faxes to another FaxPress Premier user, however, the faxes are actually redirected, or bounced; the fax will not be kept in the mailbox from which it was forwarded. To enable a fax copy, a second copy rather than the original, to be automatically forwarded to another FaxPress Premier user, the FaxPress Premier CC function must be enabled.
Page 110 Corporate phone book group, select Forward to Shared Phone- and select the group to whom you want the fax forwarded. You cannot forward faxes to the book group, so this group is not shown in the drop-down list.
Page 111: Forwarding Faxes Automatically: The Cc Function
FaxPress Premier group or user. The CC function can only be used to automatically forward faxes to one user; it is not able to CC to multiple users. To set up the CC funtion for your account, see your Administrator.
Page 112: Sending A Received Fax
The default number is the number Destination phone number currently listed on the fax. If the number is incorrect or if you want to send the fax to a different num- ber, enter the new number in the edit box.
Page 113: Routing Faxes
Until automatic routing is configured, all incoming faxes will be sent by default to the Unaddressed Faxes folder. The faxes must then be routed from the Unaddressed mailbox to the recipients. Faxes can be routed either by right-clicking on the fax and selecting...
Page 114 Receiving Faxes 2. Enter a , then drag the fax from the Unaddressed Faxes folder to the recipient. Notification Message 3. The Notification Message will appear in the field, and will also appear in the fax notifica- Comments tion message informing the recipient of the fax. See...
Page 115: Using Context Menu Routing
. Or, you can type a user name in the dialog box. If you want a message to boxes> Distribution Name appear in the notice that appears in your own and in the recipient's list, enter the message in Notices edit box.
Page 116: Forwarding A Fax Via Email
3. If your email client (for example, Microsoft Outlook) is currently running, the email message win- dow will appear and the selected fax will appear as an attachment in the message text area of the win- dow. You can then address the email and forward it.
Page 117: Viewing Fax Properties
Incoming Fax Properties 3. You may add a comment in the edit box. Comment Refreshing the Queue FaxPress Premier lists update periodically. To update the list immediately, press the key or select <F5> from the menu bar. Refresh View 7—19...
Page 118 Receiving Faxes 7—20...
Page 119 Setting Personal Preferences What’s In This Chapter Overview ____________________________________________________________ 8-2 About the Personal Preferences __________________________________________ 8-3 Accessing the Personal Preferences _______________________________________ 8-4 Personal Folders ______________________________________________________ 8-5 Setting General Options_________________________________________________ 8-7 Selecting Viewer Application _____________________________________________ 8-9 Setting Default Phone Books ____________________________________________ 8-11...
Page 120: Setting Personal Preferences
Setting Personal Preferences Overview This chapter describes: • The location of the Personal Preferences folder. • The function and features of the Premier users’ Personal Preferences. • How to configure the Personal Preferences. 8—2...
Page 121: About The Personal Preferences
The Personal Preferences settings are specific to the workstation as distinct from the which User Properties are stored on the Premier server and are available from any workstation. Your Personal Preferences are kept in the Windows registry and accessed based on your user name when you log into the workstation. 8—3...
Page 122: Accessing The Personal Preferences
Setting Personal Preferences Accessing the Personal Preferences To access the Personal Preferences, follow these steps: 1. Log into Faxmain. (Start>Programs>FaxPress>Faxmain.) 2. In the Faxmain menu bar, select Fax>Options 8—4...
Page 123: Personal Folders
The Personal Preferences open with the tab selected. The Personal Folders tab allows you Personal Folders to change the storage location for your personal files on your PC or on the network. Most personal files are located in your My FaxPress folder If multiple users need to access a set of shared favorite documents or files, store those folders on a network drive accessible by those users and change the paths of the folders to point to the shared directories.
Page 124 Setting Personal Preferences This is the directory where your saved faxes are stored. The location for these files is: Saved Faxes— C:\Documents and Settings\<username>\My Documents\My FaxPress\Saved Faxes This is the directory where your local phonebooks are stored. The default location Local Phone Books—...
Page 125: Setting General Options
Display confirmation message after sending a fax display a message telling you that the fax was successfully sent. If this is checked confirmation messages will also be displayed when faxing through a third party application, such as MS-Word and Goldmine.
Page 126 Premier lets you send a fax from within third-party applications. One of the steps in this process is to login to a FaxPress Premier server when you are ready to send the fax. If you enable this option, you will only be prompted to login to a FaxPress Premier the first time.
Page 127: Selecting Viewer Application
With the Castelle Quick Router Viewer the User/Router can immediately view the first page of an incoming fax without waiting for the entire fax to be processed. The User can subsequently view more pages of the fax using the viewer’s functionality. Using this viewer option is more efficient for Routers, as they are only permitted to view the first page of an incoming fax.
Page 128 Use the viewer associated with a DCX, TIFF PDF extension third party application. On most Windows operating systems, this will be either Microsoft Fax Viewer, Wang Imaging, Kodak, or Acrobat viewer. Select and enter a specific application file name in the text box (or select...
Page 129: Setting Default Phone Books
Address Fax members in your Local FaxPress Premier Phone Book or a Corporate FaxPress Premier Phone Book, or select a specific group with the phone book. All the available options can be selected from the scroll down list. — You can chose to display from the...
Page 130: Setting Startup Options
Startup Options Personal Preferences specified server and what folders are viewable through Faxmain. You must restart Faxmain for these changes to take effect. —Check to select all the folders that will be viewable when you access Faxmain. By default Folder Options the Outgoing and Incoming Fax Queues, Notices and all personal folders are viewable.
Page 131: Setting Tracing Criteria
Trace Personal Preferences problems. Under normal operating conditions, it is not recommended that you have this function enabled as the process of capturing all detailed events can consume valuable processing time. The performance of programs will be slower with tracing enabled.
Page 132 Trace network packet dump— FaxPress Premier client is captured and stored in the logfile specified in Logfile Name If this option is selected, a more extensive capture is performed and stored in Enable extended trace— the logfile specified in . We recommend that this option is only used at the request of Logfile Name Castelle Customer Support.
Page 133: Miscellaneous Settings
Miscellaneous Browse radio buttons and the text field to set the default folder where any Browse action will first point when you click a Faxmain Browse button. - lets you select a specific folder to be displayed every time you click a Browse button while Always using using FaxPress Premier.
Page 134 Setting Personal Preferences 8—16...
Page 135: Printing Faxes
Printing Faxes What’s In This Chapter Overview ____________________________________________________________ 9-2 Printing ______________________________________________________________ 9-3 Printing a Fax _________________________________________________________ 9-4 Printing a List of Faxes _________________________________________________ 9-5 9—1...
Page 136: Overview
Printing Faxes Overview This chapter describes: • How to print faxes manually. • How to set up automatic printing. • How to print faxes straight from the incoming queue without having to open them. • How to print lists. 9—2...
Page 137: Printing
Printing is supported via network printing where the FaxPress Premier server acts Where can we print— as a print client and submits print jobs on the network. In NT this is via host shareable printers and in Novell via print queues. NDPS on Netware 5 is not currently supported.
Page 138: Printing A Fax
Local printer driver window. Then print normally. Or, print across a FaxPress Premier network printer. Print 3. If you want to print to a network printer configured by your FaxPress Premier administrator, select This opens the window. FaxPress/Network...
Page 139: Printing A List Of Faxes
. This will return you to the FaxPress/Network Print window. 6. Select number of copies to print and click OK to send the job to the printer queue. 7. After you’ve configured your printer, click OK. This will return you to the FaxPress/Network Print window.
Page 140 Printing Faxes 3. Set page parameters. On the window, set the following parameters (or accept the defaults). Page drop downs — font type and size. List font drop down — format for page numbers. Page number format check box — column and row lines.
Page 141 (or accept the defaults). Margins margins — enter a value in millimeters to adjust the position of the report on the Top, Bottom, Left, Right page. You can enter a value directly or use the spin wheel controls.
Page 142 Print Printer Setup This is the standard Printer Setup screen for your Windows operating system. Configure the printer as you like by clicking Properties. When everything is setup properly, click OK to print your list. 9—8...
Page 143 About Approval Notices _____________________________________________ 10-4 About Error Notices ________________________________________________ 10-4 View a Notice_____________________________________________________ 10-4 Delete a Notice ___________________________________________________ 10-5 Print a Notice _____________________________________________________ 10-6 Using TrayFaxAlert ___________________________________________________ 10-8 Setting Up TrayFaxAlert ____________________________________________ 10-8 Modify a Monitored Mailbox Account__________________________________ 10-12 Using TrayFaxAlert _______________________________________________ 10-12 10—1...
Page 144: Notices And Alerts
Notices and Alerts Overview This chapter describes: • The different kinds of Premier notices: confirmations, errors, transmission, reception, and approval notices. • How to view, print and delete notices. • How to configure and use TrayFaxAlert, a desktop notification utility.
Page 145: Using Notices
Using Notices Using Notices Notices are a method used by FaxPress Premier to provide information to you when certain fax events occur. There are four different types of notices: • Transmission Confirmation Notices • Receipt Notices • Error Notices •...
Page 146: About Approval Notices
Notices and Alerts About Approval Notices If your FaxPress Premier administrator requires your fax jobs to be approved before they’re sent, Premier will post a message to your mailbox when you submit a fax. The message contains the Wait Approval for Job# following information.
Page 147: Delete A Notice
Using Notices 2. To view a notice, double-click on it or right-click on it and select from the context menu. Properties... 3. View the Notice 4. Click on when done. Delete a Notice To delete a Notice, follow these steps: 1.
Page 148: Print A Notice
Notices and Alerts Print a Notice To print a Notice, follow these steps: 1. Right-click on the Notice you want to print. 2. Select from the context menu. Print 3. Select a printing option. If you choose , you will see your familiar Print window.
Page 149 4. Optionally display the window. If you click on the button, you will see Printer Configuration Printer window, where you can specify the print queue and other print properties. Printer Configuration 5. Click to send the job to the print queue. 10—7...
Page 150: Using Trayfaxalert
The FaxPress Premier’s TrayFaxAlert feature provides automatic notification of incoming faxes. TrayFaxAlert resides in your system tray and allows you view notices without starting Faxmain. In addition to alerting you with a ring tone, TrayFaxAlert also places a notice in your...
Page 151 4. In select the TrayFaxAlert notice type: Notification, – select this option if you have User or Router privileges and want to be alerted Personal Notices only only to the notices in your Personal FaxPress Premier mailbox. – select this option to be alerted only when an outbound job Personal Outbound Failed Notices only fails.
Page 152 Notices and Alerts 7. To specify the FaxPress Premier server and mailbox you want TrayFaxAlert to monitor, first select the server in the FaxPress Neighborhood tree. 8. Next, select from the menu. Subscribe FaxAlert File 10—10...
Page 153 Password 10. If the FaxPress Premier you want to use is not shown and is on a different TCP/IP segment, click on button to display the...
Page 154: Modify A Monitored Mailbox Account
TCP/IP Address 3. Click on to accept your changes. To Unsubscribe, so that you no longer receive Alert messages from the specified server, select that server in the FaxPress Neighborhood tree, and select the command from the File menu. You...
Page 155: View Notices
The following information is provided for the notices displayed in the window: Notices — The nature of the notice; for example, for a routing event the message “Routed to User xx” Caption may display. If you right-click on a notice in the...
Page 156: Viewer Options
Notices and Alerts You can re-sequence items in the list by heading type by clicking on a heading bar title. For example, to re-sequence by posting date, click on the heading-bar title. Sent At Viewer Options You can set the viewer application you wish to view your notices, alerts, and faxes with in your Personal Preferences Options.
Page 157: Creating Cover Pages
Adding Cover Pages to the Cover Pages Folder__________________________ 11-8 Creating Cover Pages for International Character Support_________________ 11-10 Creating a Cover Page Template from a Blank Word Document ____________ 11-12 Creating Cover Pages with Castelle’s Cover Page Editor _____________________ 11-19 Create a Cover Page Master________________________________________ 11-19...
Page 158: Overview
Using WordPad and Castelle Cover Page Editor templates to design new cover pages. • English-only .pcl cover pages on the server and .cce cover page templates on the client. • International (non-English) character support provided by WordPad cover pages and cover page templates 11—2...
Page 159: About Cover Pages
About Cover Pages About Cover Pages A cover page is a prepared, fax-ready document that the FaxPress Premier can attach as the first page to an outgoing fax or send independently with a short message. Typically, a cover page contains recipient and sender information.
Page 160: International (Non-English) Character Support
WordPad templates. International (Non-English) Character Support For the Premier to support the use of international characters on fax cover pages, fax cover page templates must be created and saved using either Microsoft WordPad or Word. Microsoft WordPad supports international characters (including English characters) in the templates and content of your fax cover and message body pages.
Page 161: Creating Cover Pages With Microsoft Word
Templates folder and then customizing the existing text and format. Castelle recommends this procedure to ensure compatibility with the FaxPress server software. 2. Installing and using the Castelle Cover Page Macro to bring up a blank .doc file in Microsoft Word, and then adding text and the FaxPress keyword fields.
Page 162 Creating Cover Pages 4. The sample cover page templates contain both boldfaced text that can be modified, and bracketed fax keywords that may be copied or removed, but whose text should not be modified. Graphics can be added anywhere outside the bracketed fax keywords.
Page 163 Creating Cover Pages with Microsoft Word 5. This is a cover page created from the existing Generic.doc file. The boldface text font has been changed, and a company name and logo graphic have been added. Note that the keyword fields have not been altered, and all 16 message lines are left in place.
Page 164: Adding Cover Pages To The Cover Pages Folder
All Folders 2. Select your folder on the left, and then, in the right panel, right-click anywhere and Cover Pages select 3. Browse to and select the file name of your new custom cover page template, company.doc in this example. 11—8...
Page 165 Creating Cover Pages with Microsoft Word 4. Click 5. This cover page template will be added to your list of available personal cover pages, and will now appear as a option in the window. Users may have up to eight personal cover...
Page 166: Creating Cover Pages For International Character Support
MS is one example of a multilingual font type that supports a wide variety of language characters. Again, only the font type of the keyword text should be changed. The keywords inside the angle brackets must stay in English and must also immediately follow the first angle bracket. To create space to accommodate additional characters in a field, use your spacebar to move the closing angle bracket further to the right.
Page 167 This is an example of a Spanish custom fax cover page created from the Coverpage.doc file. The boldfaced text appearing outside the angle brackets has been changed from English to Spanish, graphics have been added, and the font type Arial Unicode MS has been applied to the fax keywords and their angle brackets. 11—11...
Page 168: Creating A Cover Page Template From A Blank Word Document
Creating a Cover Page Template from a Blank Word Document You can create a custom template using Microsoft Word, and have complete control over the location of the fields, the text describing the fields, and any graphic elements you want to add to the template. However, certain restrictions apply to this procedure.
Page 169 Note: It is best to type in the text of all the fields you want in the default font and font size, and then add all of the keyword fields to your cover page template, before making format changes. Also, it is best to add all of the field names and keyword fields before you add graphics to the template.
Page 170 FaxPress CoverPage>To>To1 shown below. is the keyword field for the name of the first recipient, the second, and so on. The field, in brackets, appears on your template. Press , then enter the name of the Enter next field, such as the Fax Number of the recipient.
Page 171 Creating Cover Pages with Microsoft Word 6. Select the FaxPress command to add the keyword field to your tem- CoverPage>Recipient>Fax No plate, as shown below. 11—15...
Page 172 Creating Cover Pages 7. In a similar way, add the names of the fields and the keyword fields for other elements you want to add to your cover page template, such as the field and the field in the From submenu,...
Page 173 Creating Cover Pages with Microsoft Word 8. To add the lines of the cover page message to your template, first enter the name of the field, then press so that the first line of the message will be on a new line of the template, as shown below.
Page 174 An example of a formatted cover page is shown below. 12. When you are satisfied with your cover page template, rename (8 characters long or less) and save it to the folder.
Page 175: Creating Cover Pages With Castelle's Cover Page Editor
A heavy, dark line is used to indicate page edges. The line may not appear on monitors that use low resolution. If the lines do not appear, leave a quarter-of-an-inch for the top, bottom and left page borders and half-an-inch for the right page border.
Page 176 — The blank 8 1/2” x 11" page with grid lines is the “base page” on which you place elements Base page to create your cover page. The grid lines are an aid to help you place elements on the page and will not 11—20...
Page 177 3. To add permanent text (text not affected by substitution variables) to your Cover Page, click on the menu and select the option. Insert Text A large plus sign ( ) appears on the page. This tool allows you to draw a text box into which you enter text. 11—21...
Page 178 Creating Cover Pages 4. To create the text box, move the plus sign to where you want to place the text box, then hold down the left mouse button and drag the mouse to the right and down to produce a square.
Page 179: Importing Graphics
Importing Graphics The Castelle Cover Page Editor allows you to import graphics in the process of creating a custom cover page. Follow these steps to import an existing company logo to a cover page created using the castelle Cover Page Editor: 1.
Page 180 To drop a box, you can click anywhere in the blank page to dese- lect them. Initially, both boxes will be selected. Later, you can select either one or, by Ctrl-Clicking, both.
Page 181 Fax No. Send Fax book or database used to select the recipient. • — The company name, as entered in the phonebook or database used to select the Company Name recipient. • — The recipient voice phone number, as entered in the phonebook or database used to Phone No.
Page 182 — Bill back code, as entered in your properties field. Bill Back Code • — Time and date when fax is sent. Time Stamp • — Total number of fax pages, not counting the cover page. Number of Pages • — The subject line of the window. Fax Description Send Fax •...
Page 183: Sample Cover Page
You can save your cover page master on any available volume. The master will be saved in FaxPress .cce format, so that it can be opened and edited in the Castelle Cover Page Editor. To save your Cover Page Master, use the...
Page 184 — Enter the name of a Fax Server or use the drop-down list to select one. If the Fax Server Name FaxPress Premier server you want to use is not listed and is on a different segment than your work- station, enter it’s IP address or network name.
Page 185 • — Enter your FaxPress Premier login password. Password • — Enter a unique name for the cover page, not the same name as an existing Cover Page Name master cover page. 3. When you click on , you log into the specified FaxPress Premier server with the specified name and password;...
Page 186 Creating Cover Pages 11—30...
Page 187 Creating Phone Books What’s In This Chapter Overview ___________________________________________________________ 12-2 About the FaxPress Premier Phone Books _________________________________ 12-3 Formatting Phone Numbers _________________________________________ 12-4 Creating Local Phone Books ____________________________________________ 12-5 Create Local FaxPress Phone Books __________________________________ 12-5 ODBC Database Phone Book ________________________________________ 12-9...
Page 188: Creating Phone Books
Creating Phone Books Overview This chapter describes: • The variety of phone books used to address faxes: personal, local corporate, Exchange and Outlook Contact lists. • Phone number formatting. • Creating Phone book groups. • Importing phone books. • Editing phone books.
Page 189: About The Faxpress Premier Phone Books
– These are individual FaxPress Premier or database phone books that you man- Local Phone Books age, and which are stored on your desktop. These are only available if you login to FaxPress Premier from your own workstation. Local Phone Books are managed through Faxmain under the...
Page 190: Type Of Phone Books
– You can access Exchange and Outlook contact list through Exchange and Outlook Contact Lists Faxmain, but you manage them through your email server or client. To access your contact lists for sending a fax, change your phone books options in your personal preferences to Exchange/Outlook.
Page 191: Creating Local Phone Books
% —this can also be used for PBX password substitution. • # —by default this dials the # key like the one found on most phone keypads. This character can also be used as the separator character to indicate T.30 sub addressing.
Page 192: Create A Local Phone Book Group
Group names can be used when sending faxes to broadcast your fax to any number of recipients. Pre- mier handles this as a single fax and in fact only creates one raster file. This can significantly reduce the time necessary to process faxes.
Page 193: Import A Phone Book File
ExportPH Files (*.*)— This is a FaxPress Premier 3.x exported phone book To import a phone book file, follow these steps: 1. Follow the procedure in Create Local FaxPress Phone Books on page 12-5 to create a FaxPress Pre- mier Phone Book. But do not create a phone book group.
Page 194 The default values are 1 through 7 respectively. Re-sequence the fields to correspond to your custom file. If you do not have one of the default fields in your custom file, leave the field blank. In the figure above, the custom file does not have fields for...
Page 195: Export A Local Faxpress Phone Book
Once the views are created, they become visible to all the users. The end user can use the Corporate phone books in exactly the same way they use the FaxPress Premier native Corporate Phone Books. The end user can also create local ODBC Phone Books right from their desktop.
Page 196 Personal & Corporate Cover Pages FaxPress Premier allows users to create their own cover pages while supporting a globally accessible corporate cover page. FaxPress Premier provides an easy-to-use cover page editor to facilitate the cover page creation process. To access an external ODBC database, follow these steps: 1.
Page 197: Create Phone Book Views
FoxPro 2.0, 2.5, 3.0 and DBC 6. To connect to a DBMS server such as Microsoft SQL server, select an existing or create a new con- nection string. This is done by clicking the ‘select’ button. The local ODBC user interface comes up to allow you to select the “ODBC data source name”.
Page 198 Creating Phone Books To create new phone book views, follow these steps: 1. Right click on the new database phone book and select from the context menu. Add View 12—12...
Page 199 — To associate the fax recipient with the field or column in your table, First Name Last Name select the appropriate column name from the drop down list. As in the example screen above, we have associated a column in the phone book with the...
Page 200 Bill Back Code— base table. This is an optional field. 3. To map the database table to your view, select one of the database tables in the scroll down list for Table 4. Once you select the table, you will be able to select the table fields from the drop-down list boxes next to each of the FaxPress Premier phone book fields.
Page 201 The ‘Operator’ provides a rich variety of conditions such as: Begins with, Ends with, contains, does not contain etc. 6. You can view the SQL statement that is generated as a result of the mapping and the criteria that you have set by clicking on the button.
Page 202: Create Table Joins
You must define a join for each of the tables from which you want to include data for your phone book. At least one join has to be defined.
Page 203: Build Fax Numbers
Add Join Build Fax Numbers If your database table contains separate fields for country code, area code and number. To add each of those fields together to create the fax phone number, follow these steps: 1. Right click on any phone book view and select from the context menu.
Page 204: Creating Personal Phone Book
Fax Number— FaxPress Premier will now automatically generate your fax numbers. Creating Personal Phone Book The process for creating Personal Phone Books is very similar to the process for creating Local FaxPress Phone Books with some exceptions: • You must be logged into the FaxPress Premier server to access the Personal Phone Books folder.
Page 205 Group names can be used when sending faxes to broadcast your fax to any number of recipients. Fax- Press Premier handles this as a single fax and in fact only creates one raster file. This can significantly reduce the time necessary to process faxes.
Page 206: Import A Phone Book File
Edit Member You can continue adding individual members, or you can import members into your phone book from a previously created phone book file. To import members continue to the next section, Import FaxPress Phone Books.
Page 207: Export Faxpress Phone Books
Export SaveAs 4. Navigate to a directory, specify a name, and save the file. The file will be exported as a comma delim- ited file. Editing a FaxPress Phonebook To edit a phonebook file, follow these steps: 1.
Page 208 Creating Phone Books 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”...
Page 209 Importing a Document in Fax Format __________________________________ 13-7 Using the Favorite Documents___________________________________________ 13-9 Using the Send Fax Interface to Send a Favorite Document ________________ 13-9 Using the Favorite Documents Folder to Send a Favorite Document _________ 13-10 Viewing a Favorite Document _______________________________________ 13-11...
Page 210: Favorite Documents And Messages
Favorite Documents and Messages Overview This chapter describes: • How to create, store and conveniently access routinely used faxed content. 13—2...
Page 211: About The Favorite Documents And Messages
The FaxPress Premier’s Favorite Documents and Favorite Messages features provide quick and convenient access to frequently used fax content. feature allows you to create and store short messages that can be easily retrieved and Favorite Messages added to fax cover pages with just a few mouseclicks, right from the interface.
Page 212 Attachments Send Fax In additon to being accessed from the Send Fax interface, both Favorite Documents and Favorite Messages can also be accessed from the view in Personal Folders Faxmain.
Page 213: Adding A Document To The Favorite Documents List
Favorite Documents folder in the Personal Folders view of Faxmain. • from the Favorite Documents List in the Attachments tab of the Send Fax interface. Adding Favorite Documents from Faxmain To add a document to your Favorite Documents folder from Faxmain, follow these steps: 1.
Page 214: Adding Favorite Documents From The Send Fax Interface
Favorite Documents and Messages Adding Favorite Documents from the Send Fax Interface To add a document to the Favorite Documents list from the interface, follow these steps: Send Fax 1. In Faxmain, click on the button to open the Send Fax interface. (For additional ways to...
Page 215: Importing A Document In Fax Format
Importing a Document in Fax Format You may want to import a document in fax format if the document is frequently faxed. This way the conversion from native (e.g. MS-Word) to fax format only occurs when you first import the document rather than each time the document is faxed, speeding up processing time.
Page 216 The application associated with the Import document type you selected will open and print the document in the TIFF file format. As the document is being converted, you will see: The document, with a...
Page 217: Using The Favorite Documents
Using the Favorite Documents Using the Favorite Documents There are two ways to access and send documents that have been added to your Favorite Documents List: • from the Favorite Documents List in the Attachments tab of the Send Fax interface.
Page 218: Using The Favorite Documents Folder To Send A Favorite Document
Favorite Documents and Messages Using the Favorite Documents Folder to Send a Favorite Document To send a Favorite Document from Faxmain’s Favorite Documents folder, follow these steps: 1. From Faxmain’s Personal Folders view, right-click on a document in your list.
Page 219: Viewing A Favorite Document
(Do not select the New... button in the Choose Profile dialog, because it is used to set up a new profile and should only be used by your email system administrator.) Viewing a Favorite Document To view a Favorite Document: 1.
Page 220: Adding A Message To The Favorite Messages List
Favorite Messages folder in the Personal Folders view of Faxmain. Using the Send Fax Interface to Add a Favorite Message A favorite message can easily be added while you’re in the process of sending a fax, right from the Send Fax interface.
Page 221 Adding a Message to the Favorite Messages List 2. Enter a message in the message area, and click the button. . Save Message 3. In the window, enter a name for the message and click Message Name 13—13...
Page 222 Favorite Documents and Messages 4. The new Favorite Message will now appear in the Favorite Message field and the Message area of the Send Fax interface, as well as in Faxmain’s Favorite Message folder. For the fax recipient, the message will appear in the message area on the fax cover page.
Page 223: Using Faxmain's Favorite Messages Folder To Add A Favorite Message
Adding a Message to the Favorite Messages List Using Faxmain’s Favorite Messages Folder to Add a Favorite Message Favorite messages can also be added from the Favorite Messages folder in Faxmain. To add a message to the Favorite Messages list from Faxmain, follow these steps: 1.
Page 224 Favorite Documents and Messages 3. Enter a to identify the message in the Favorite Messages field, and click Message Name The new message will be saved in the folder and appear in theSend Fax inter- Favorite Messages face’s list Favorite Messages...
Page 225: Using Favorite Messages
Using the Send Fax Interface to Include a Favorite Message Use the Favorite Message field’s pulldown menu in the Send Fax interface to include a message with your outgoing fax. The message will appear in the message area on the fax cover page.
Page 226: Using Faxmain's Favorite Messages Folder To Include A Favorite Message
Favorite Documents and Messages Using Faxmain’s Favorite Messages Folder to Include a Favorite Message To include a favorite message in an outgoing fax cover sheet, follow these steps: 1. Right-click on a and click Favorite Message Send 2. The interface will open automatically, with the selected message appearing in the...
Page 227: Deleting A Favorite Message
Using Favorite Messages Deleting a Favorite Message To delete a message from the list, right-click on a Favorite Message and click Favorite Messages Delete 13—19...
Page 228 Favorite Documents and Messages 13—20...
Page 229: Premier Fax Reporting
Premier Fax Reporting What’s In This Chapter Overview ___________________________________________________________ 14-2 About FaxPress Premier Fax Reporting ___________________________________ 14-3 Generating Personal Fax Reports ________________________________________ 14-4 14—1...
Page 230: Overview
Premier Fax Reporting Overview This chapter describes: • How to access the personal Fax Reports folder. • The kinds of personal fax reports available. • How to generate personal Fax Reports. 14—2...
Page 231: About Faxpress Premier Fax Reporting
Your FaxPress Premier user account’s Personal Fax Reports allow you to generate reports for your own personal fax transactions. The fax report data is obtained from the Premier ’s transaction logs. The Premier logs a variety of information about the fax transmissions it handles. Fax Report is a convenient, user-friendly presentation tool for the Premier Transaction Logs.
Page 232: Generating Personal Fax Reports
Date Range ing a range of dates in the fields provided. 7. Click Show The FaxPress Premier Fax Report will now retrieve the necessary fax transaction log information from the Premier server and generate your report. 14—4...
Page 233: Archiving Faxes
Archiving Faxes What’s In This Chapter Overview ___________________________________________________________ 15-2 Archived Faxes ______________________________________________________ 15-3 Locating your Archived Faxes ________________________________________ 15-3 Viewing, Saving, Printing and Sending Archived Faxes ____________________ 15-3 Filtering Archived Faxes ____________________________________________ 15-5 15—1...
Page 234: Overview
Archiving Faxes Overview This chapter describes: • What’s required for Archived faxes to appear in your Premier Mailbox. • Where Archived faxes are stored. • How to work with Archived faxes. • How to use Archive filters. 15—2...
Page 235: Archived Faxes
FaxPress Premier servers. Locating your Archived Faxes FaxPress Premier Archive can be configured to store archived faxes in two locations: 1. At the individual user level, your personal archived faxes are stored in TIF file format in two folders under your branch.
Page 236 Archived Transaction 4. To save your archived fax to a new name or location, right click on the archived fax and select Save screen is launched. You can specify a new name and location for the archived file.
Page 237: Filtering Archived Faxes
Note: Deletion is done through the purging option in the archive program itself. 10. To sort a list by a particular column, simply click on the column header and the list will be sorted in ascending order by that column.
Page 238 date.
Page 239: Filtering Archived Received Faxes
List All Archived Incoming Faxes— Filters the list so that only faxes that were received with a particularly time will be shown. Dropping Sent— the list allows options for selecting faxes from all days, the last x number of days from the client 15—7...
Page 240 Filters the list so that only faxes with a particular number of pages will be shown. Dropping the Pages— list allows options for selecting faxes with all pages, less than or equal to a certain number of pages, greater than or equal to a certain number of pages, and also the specified number of pages.
Page 241 FaxPress Premier Web Interface What’s In This Chapter Overview ___________________________________________________________ 16-2 About the FaxPress Premier Web Interface ________________________________ 16-3 Using the FaxPress Premier Web Interface_________________________________ 16-4 Accessing the Web Interface_________________________________________ 16-4 Sending Faxes with your Web Browser_________________________________ 16-6 Changing Your Password for Remote Login _____________________________ 16-8...
Page 242: Faxpress Premier Web Interface
FaxPress Premier Web Interface Overview This chapter describes: • what the FaxPress Premier Web Interface is and how it works • how to use the FaxPress Premier Web Interface 16—2...
Page 243: About The Faxpress Premier Web Interface
About the FaxPress Premier Web Interface About the FaxPress Premier Web Interface Available from any workstation with a web browser, the FaxPress Premier Web Interface is a secure, web- based utility for server configuration, administration, and faxing. It provides access to both administrative and end-user Faxmain functions.
Page 244: Using The Faxpress Premier Web Interface
Accessing the Web Interface To access the Premier Web Interface, follow these steps: 1. From any workstation on your LAN, or a non-local workstation with Internet access, open a web browser. 2. Point your web browser to the FaxPress Premier’s IP address. The ’...
Page 245 3. Log in to the FaxPress Premier server. If your password does not match, and you know you are enter- ing it as you have before, it may be due to the fact that SSO (Single Sign On) is enabled on the Pre- mier server.
Page 246: Sending Faxes With Your Web Browser
Press User 3. Enter a subject in the Subject field, and enter any message you want to add to the cover page in the text box below the subject field. 4. To attach a file to the fax, scroll down to the Attachments section of the Compose Fax page.
Page 247 Using the FaxPress Premier Web Interface 5. Enter the path to the file you wish to attach, or click Browse and locate the file, then click Add to put it in the Attachments list. 6. If you want to set any special delivery or other options for the fax, scroll down to the Options section of the Compose Fax page.
Page 248: Changing Your Password For Remote Login
FaxPress Premier Web Interface Changing Your Password for Remote Login If SSO (Single Sign On) is enabled for your Premier server, you will not be able to log in remotely via the FaxPress Premier Web Interface until you change your password.
Page 249 New Password field. Confirm Password 6. Click . the User Properties screen is displayed again. Click again. You can now log in to the FaxPress Premier server remotely, using your Web Browser, and entering the password you have just set. 16—9...
Page 250 FaxPress Premier Web Interface 16—10...
Page 251: Faxpress Premier And Frontrange Goldmine Integration
Sending Faxes from GoldMine _________________________________________ 17-12 Faxing with the FaxPress Link_______________________________________ 17-12 Faxing Merged Forms _____________________________________________ 17-15 Faxing to a Single Contact from MS Word _____________________________ 17-16 Creating Templates __________________________________________________ 17-17 Updating GoldMine Templates _________________________________________ 17-19 Updating Templates from within MS Word _____________________________ 17-19...
Page 252: Overview
FaxPress Premier and FrontRange GoldMine Integration Overview This chapter describes: • How to integrate FaxPress Premier with FrontRange GoldMine. 17—2...
Page 253: About The Faxpress Premier And Frontrange Goldmine Integration
About the FaxPress Premier and FrontRange GoldMine Integration FaxPress Premier integration with FrontRange Goldmine enables: • users to broadcast customized faxes to a GoldMine contact list, with full support of GoldMine fax merge. • easy broadcasting of fixed documents to GoldMine contacts •...
Page 254: Before Installing
– Microsoft dBase Driver Adjusting Microsoft Security Settings Microsoft Security settings must be set to either Medium or Low for the FaxPress Premier and GoldMine integration. Open a Word document and navigate to to confirm the Microsoft Macro Tools>...
Page 255: Removing Unnecessary Macros From Document Templates
Frequently, other macros will need to be removed from Templates and Add-ins, like Adobe Acrobat Reader or Writer templates. You will also need to delete these using Windows Explorer in addition to removing them. The GMLink.dot file should also be removed, manually, as described below.
Page 256: Installing The Goldmine To Faxpress Link
Goldmine Contacts List. Send Fax The GoldMine to FaxPress Link installation must not be done on top of an existing GoldMine Link to Word. Any currently installed GoldMine Link to Word must be removed before the GoldMine to FaxPress Link installation.
Page 257 Installing the Goldmine to FaxPress Link 6. Click on 7. Click on 17—7...
Page 258 FaxPress Premier and FrontRange GoldMine Integration 8. Click on Configure. 9. Next, choose a FaxPress Premier, enter a FaxPress Premier user name and password, and click Login 17—8...
Page 259: Installation Tips
The GoldMine link should appear under MS-Word tool bar. Installation Tips If you are having issues with the FaxPress GoldMine Link support, first try to install the GoldMine Link without FaxPress Premier involved. If you are having issues with the GoldMine Link, check the following prerequisites first, then manually uninstall and reinstall the GoldMine Link to make sure it is working without FaxPress involved.
Page 260 Some Antivirus Software may be running and not allowing the macro to be installed. Always shut down your AntiVirus software. • If you are doing a manual re-install, try getting a fresh link copy from Castelle’s download site as your copy of the link may be corrupt. •...
Page 261: Uninstalling The Goldmine To Faxpress Link
If a warning about macros appears, choose Enable Macros 2. Click the button to remove the FaxPress/GoldMine link. Uninstall GoldMine to FaxPress Menu 3. Close the installation document and restart GoldMine. The connection between FaxPress Premier and GoldMine has now been broken. 17—11...
Page 262: Sending Faxes From Goldmine
FaxPress Premier and FrontRange GoldMine Integration Sending Faxes from GoldMine There are several ways to fax with the link between FaxPress Premier and Goldmine. From within GoldMine, users can send faxes through Faxmain or can use the merge mechanism provided by GoldMine. Additionally, automated processes can be set up.
Page 263 4. If you select , this window will appear letting you know which contacts don’t have fax All Contacts numbers. Note: If you have not activated a contact or group this fax will be sent to all contacts in the database. 17—13...
Page 264 The fax will be sent to the contact or list of contacts specified. Entries will be added to each contacts history list indicating that the fax has been sent, subject of the fax, and list of any attachments to the fax.
Page 265: Faxing Merged Forms
After the fax has been submitted to the FaxPress, a message appears notifying the user that the fax has been sent successfully. Entries will be added to each contacts history list indicating that the fax has been sent and the name of the merged document.
Page 266: Faxing To A Single Contact From Ms Word
GoldMine template. 1. Make sure that the GoldMine contact who is to receive the fax is the current contact in GoldMine. This means that the contact record is on top and is being viewed.
Page 267: Creating Templates
5. Save the template by selecting File / SaveAs GoldMine Template... If the document has not been previously saved, you will be prompted for a document title file name to save it. This will make an entry in the window.
Page 268 FaxPress Premier and FrontRange GoldMine Integration 6. The template document you just created will now be available from your list of merge forms. To verify that this operation was successful, select from your GoldMine menu to bring Merge Forms... File...
Page 269: Updating Goldmine Templates
If you change a GoldMine template document, you must also update the GoldMine form record for the template. A form record contains a list of all the merge fields that are in the template, so that GoldMine can export a dBase file containing the correct fields for merging purposes.
Page 270: Configuring Faxpress Premier Login
FaxPress Premier and FrontRange GoldMine Integration Configuring FaxPress Premier Login To automate faxing, you can configure the login parameters that will be used to send faxes to the FaxPress Premier. To configure FaxPress Login, follow these steps: 1. From Word, select the menu and then select .
Page 271: Automated Faxing
Automated Faxing Automated Faxing You can also send faxes to GoldMine contacts using GoldMine Automated Processes, if you have previously set up the process to fax a document using the option. Print Form When a fax is sent using Automated Faxing, an entry is made to the contact history.
Page 272 FaxPress Premier and FrontRange GoldMine Integration 17—22...
Page 273: Index
11-1 native documents 5-24 adding variables 11-23 converting master cover pages 11-27 corporate 11-28 building complex fax phone numbers 12-17 Cover Page Editor 11-19 creating master 11-19 CC function 7-13 including favorite messages 13-17 change fax transmission order 6-10...
Page 274 15-4 external database phone books saving incoming 7-8 description 12-4 sending archived 15-5 dialing rules 12-15 sending multiple documents in one job 5-10 local 12-3 sequencing 6-10 external database phonebooks sorting archived 15-5 accessing 12-10 transmitting 5-1, 6-1...
Page 275 Faxmain unadressed faxes 7-3 FaxPress client 2-3 Faxmain folders 3-11, 3-12 joins in phone book view 12-16 Corporate Phone Books 3-10 Favorite Documents 3-12 Favorite Messages 3-12 list of send faxes 3-8 Local Phone Books 3-11 local phone books 12-3...
Page 276 3-8 personal cover page 11-3 privileges personal cover pages router account 3-16 creating 11-28 supervisor account 3-16 Personal Folders 3-11 user account 3-16 Personal Phone Books properties Faxmain folders archived faxes 15-5 Personal Phone Books 3-10 faxes 7-5...
Page 277 5-10 user mailboxes 3-8 received faxes 7-4 user privileges 3-16 resend 7-14 saved faxes 7-10 viewing see also transmitting faxes 6-11 archived faxes 15-4 sequencing faxes 6-10 favorite documents 13-11 sorting fax properties 6-14, 7-19...

This manual is also suitable for:

Faxpress premier

Castelle Premier User Manual

Introducing the Faxpress Premier

Installing the Faxpress Premier Client

Faxmain: an Introduction

Configuring User Properties

Sending Faxes

The Outgoing Fax Queue

Receiving Faxes

Setting Personal Preferences

Printing Faxes

Notices and Alerts

Creating Cover Pages

Creating Phone Books

Favorite Documents and Messages

Premier Fax Reporting

Archiving Faxes

Faxpress Premier Web Interface

Faxpress Premier and Frontrange Goldmine Integration

Index

Quick Links

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Summary of Contents for Castelle Premier