Multi-Tech Systems Fax Servers FF User Manual

FaxFinder® V.34 Fax Servers
FF Model Series
Client User Guide
Multi-Tech Systems, Inc. FaxFinder Client User Guide 1
FaxFinder® Client User Guide
Fax Client Software for FaxFinder Series
PN S000406E, Version E
Copyright
This publication may not be reproduced, in whole or in part, without prior expressed written permission from Multi-Tech Systems, Inc. All rights reserved.
Copyright © 2008, by Multi-Tech Systems, Inc.
Multi-Tech Systems, Inc. makes no representations or warranties with respect to the contents hereof and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. Furthermore, Multi-Tech Systems, Inc. reserves the right to revise this publication and to make changes from time to time in the content hereof without obligation of Multi-Tech Systems, Inc. to notify any person or organization of such revisions or changes. Check Multi-Tech’s web site for current versions of our product documentation.
Revisions
Level Date Description
A 03/15/06 Initial release for FF-420/820 models. B 03/02/07 Revised to add FF-120/220 models & generalized for all FF models. C 04/17/07 Revised tech support listing. D 11/20/07 Revised tech support listing, removed France office. E 07/11/08 Update content for new version. Update format.
Patents
This device covered by the following patent: 5,673,268
Trademarks
Multi-Tech Registered Trademarks: FaxFinder, Multi-Tech, and the Multi-Tech logo. All other products and technologies are the trademarks or registered trademarks of their respective holders.
World Headquarters
Multi-Tech Systems, Inc. 2205 Woodale Drive Mounds View, Minnesota 55112 Phone: 763-785-3500 or 800-328-9717 Fax: 763-785-9874
Technical Support Country By Email By Phone
Europe, Middle East, Africa: support@multitech.co.uk (44) 118 959 7774 U.S., Canada, all others: support@multitech.com (800) 972-2439 or (763) 717-5863
Internet Address: http://www.multitech.com
Multi-Tech Systems, Inc. FaxFinder Client User Guide 2
TABLE OF CONTENTS
CHAPTER 1 – INTRODUCTION .................................................................................................................. 4
ACCESSING THE FAXFINDER CLIENT SOFTWARE ........................................................................................... 4
SENDING FAXES .......................................................................................................................................... 5
RECEIVING FAXES ........................................................................................................................................ 6
RELATED MANUALS ..................................................................................................................................... 6
CHAPTER 2 – FAXFINDER CLIENT SOFTWARE CONFIGURATION ...................................................... 7
INSTALLING FAXFINDER CLIENT SOFTWARE .................................................................................................. 7
ESTABLISHING CLIENT USERS ID IN SYSTEM .............................................................................................. 12
ASSOCIATING CLIENT WITH SPECIFIC FAXFINDER UNIT(S) ........................................................................... 13
DISASSOCIATING THE CLIENT FROM A SPECIFIC FAXFINDER UNIT ................................................................ 15
DISABLING AND RE-ENABLING A CLIENTS FAXFINDER SERVICE ................................................................... 16
SENDING TEST FAX .................................................................................................................................... 16
FAXFINDER FAX CLIENT SOFTWARE MENU COMMAND DEFINITIONS ............................................................. 17
The FaxFinder Send Fax Screen ......................................................................................................... 18
CHAPTER 3: FAXFINDER CLIENT SOFTWARE OPERATION ............................................................... 29
INTRODUCTION .......................................................................................................................................... 29
SENDING A FAX ......................................................................................................................................... 30
SCHEDULING FAX TRANSMISSIONS ............................................................................................................. 35
RE-SENDING A FAILED FAX ........................................................................................................................ 36
PUTTING PENDING FAXES ON HOLD AND RESCINDING THE HOLD ................................................................. 37
CANCELING A FAX ...................................................................................................................................... 40
SETTING FAX RETRY NUMBER AND INTERVAL .............................................................................................. 40
SENDING ONE FAX CONTAINING MULTIPLE DOCUMENTS ............................................................................. 41
FORWARDING A FAX ................................................................................................................................... 43
RECEIVING A FAX ....................................................................................................................................... 45
Receiving Faxes in Manual Routing Mode .......................................................................................... 45
Receiving Faxes in Automated Routing Mode .................................................................................... 47
USING THE MULTI-TECH TIFF VIEWER ......................................................................................................... 49
Frequently Used Commands – Toolbar Icons ..................................................................................... 49
Importing Fax Images into Other Application Programs ...................................................................... 54
SETTING UP YOUR ADDRESS BOOK MANUALLY ........................................................................................... 55
SETTING UP YOUR ADDRESS BOOK BY SYNCHRONIZING WITH OUTLOOK ...................................................... 58
What Synchronization Means .............................................................................................................. 58
Synchronization Procedure .................................................................................................................. 58
SETTING UP ADDRESS BOOKS WITH CSV FILES .......................................................................................... 60
Exporting a FaxFinder Address Book to CSV File Format .................................................................. 62
Importing CSV Files into FaxFinder Address Book with Fitted Template ............................................ 63
Importing CSV Files into FaxFinder Address Book with a Customized Template ............................... 66
Transferring an Established Standard FaxFinder Address Book to a New Client-User ...................... 72
USING STOCK COVER PAGES ..................................................................................................................... 74
CREATING OR MODIFYING COVER PAGE STYLES ......................................................................................... 79
Creating New Cover Page Templates ................................................................................................. 79
Modifying Existing Cover Page Templates .......................................................................................... 85
COVER PAGE GENERATOR MENU/ICON COMMAND DESCRIPTIONS ............................................................... 91
File Menu ............................................................................................................................................. 91
Edit Menu ............................................................................................................................................. 92
Insert Menu .......................................................................................................................................... 92
View Menu ........................................................................................................................................... 93
Settings Menu ...................................................................................................................................... 94
REPORTING FAILED FAXES TO THE ADMINISTRATOR .................................................................................... 94
CHAPTER 4 – WARRANTY, SERVICE, & REPAIR ................................................................................. 95
Multi-Tech Systems, Inc. FaxFinder Client User Guide 3

Chapter 1 – Introduction

The FaxFinder Fax Client Software lets you deal with faxes in a new and convenient way. You can now
send faxes simply by printing files from application programs (word processors, graphics programs, Notepad – essentially any program that can print). You receive fax messages as graphics file attachments to email messages from the FaxFinder Administrator or Attendant. You will view these graphics files (PDF or TIF) using either a PDF viewer or a TIFF viewer. The PDF viewer could be any
commercial viewer or any open source PDF viewer. The FaxFinder is shipped with the Multi-Tech Tiff Viewer as part of the suite of FaxFinder client software. Other TIFF viewers are available from many
different sources.
This arrangement lets you send and receive faxes at your own desk and deal with them entirely electronically if you so choose.

Accessing the FaxFinder Client Software

After the FaxFinder Fax Client Software has been installed, it will be on whenever your computer is running, unless you specifically turn it off. An icon for the FaxFinder Fax Client Software will appear in the ‘tray’ area in the lower right corner of your computer screen.
You must click on this icon and select “show FaxFinder Client Software” to make the program’s main
screen visible. You can also start the FaxFinder client software from the Start | Programs menu.
Main Screen of FaxFinder Fax Client Software
However, you can send and receive faxes without viewing the main screen.
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Chapter 1: Introduction

Sending Faxes

To send a fax from an application program, you must change that application program’s target printer to “Multi-Tech FaxFinder” (this option becomes available as soon as the FaxFinder client software is
installed on your PC). Then, when you invoke the Print command from your application software, the
document will be effectively scanned or “captured” electronically in preparation for going out as a fax --
instead of being printed on paper. Shortly after you invoke the Print command, the FaxFinder Send Fax
screen will appear. That’s where you specify the recipient(s) of the fax message.
The FaxFinder Send Fax screen also lets you add common items to the fax message: a cover page, a
brief comment, etc. The FaxFinder Fax Client Software also includes an Address Book in which you can
store information about parties to whom you may regularly send faxes. The FaxFinder Send Fax screen gives you access to the Address Book so that all of the recipient’s contact information (company name, street address, voice phone number, etc.) can be added automatically.
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Chapter 1: Introduction

Receiving Faxes

To receive a fax from the FaxFinder system, you simply open the email message received from the FaxFinder Administrator or forwarded from a party who serves as a “FaxFinder Attendant” for your network. The way you receive fax emails (either directly from the Administrator or as forwarded from the Attendant) depends on the kind of phone service you have (whether through a PBX or not and depending also on PBX features). The fax email you receive will open either into the PDF viewer program, the Multi­Tech Tiff Viewer, or another TIF-viewing program that you specify. You can then view the fax message, print it, save it, forward it , etc., as needed. (Only TIF files can be forwarded; PDF files cannot be forwarded through the FaxFinder system.)
These are the basics about FaxFinder. The FaxFinder Fax Client Software has many capabilities. This manual describes them and shows examples of how they work. You will find sections on most common operations in the table of contents. We also present detailed descriptions of each software screen.
The FaxFinder is really pretty easy to use. We hope you enjoy it. If you have problems, call our Tech Support Department at 1-800-972-2439.

Related Manuals

The FF-120/220/420/820 FaxFinder hardware unit comes with 4 manuals that serve different purposes. A fifth reference manual is available on the Multi-Tech web site.
Title Format Purpose
Administrator User Guide
Client User Guide (this manual)
Client Operation Primer on CD Brief instructions for sending and receiving
on CD Presents comprehensive info about FaxFinder
unit, server software, & client software.
on CD Comprehensive user info for FaxFinder clients.
faxes via the FaxFinder system. Multi-Tech
recommends that you print out a copy of this document for each user.
Cabling Guide in print FaxFinder Administrator should use this
manual to make cabling connections for the FaxFinder unit.
FaxFinder Reference Guide (IP Office PBX Interface)
Client users of the FaxFinder system should expect to receive electronic files of the Client User Guide and the Client Operation Primer from the FaxFinder administrator. Print out these manuals in whole or in
part as needed. Multi-Tech manuals and other resources are available on the Multi-Tech Web page at
http://www.multitech.com
.
on MTS web site
FaxFinder Administrator should use this manual to configure the FaxFinder unit in conjunction with the Avaya IP Office PBX.
Multi-Tech Systems, Inc. FaxFinder Client User Guide 6
Chapter 2 – FaxFinder Client
Software Configuration
To configure the FaxFinder Client Software, you must first install the software on a PC and then associate that installed client software with one or more specific FaxFinder hardware units.

Installing FaxFinder Client Software

A. Insert the FaxFinder Product CD into the CD-ROM drive of the client PC. If the CD does not auto
start, use Windows Explorer to navigate to your CD drive and launch the installation program by
double-clicking on cd_start.exe file on the CD. From the menu presented, click the Software button.
From the new screen presented, select the Client Software button to install the Multi-Tech FaxFinder
Client software for using the FaxFinder unit.
Important: Should you have any old versions of the FaxFinder client software installed, please uninstall
that prior to installing the new version. For your convenience, there is a mass uninstaller available for push uninstalls on the product CD. It is in the Software folder and is called
Remove_InstallShield_FFClient.msi’.
Multi-Tech Systems, Inc. FaxFinder Client User Guide 7
B. At the Welcome screen, click Next.
Chapter 2: FaxFinder Client Software Configuration
C. At the Select Installation Folder screen, browse to the desired file location for the FaxFinder client
software. In most cases, the default file location is recommended.
Clicking on the Disk Cost button will show you the size of the software being installed as well as the
available disk space of the target drive.
When the destination location is correct, click Next.
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Chapter 2: FaxFinder Client Software Configuration
D. At the Confirm Installation screen, click Next to begin the installation..
E. A transient screen will appear while files are being copied.
F. You will be asked whether or not you want to associate .tif and .cpg files with the Multi-Tech Tiff
Viewer. Click Yes (unless you prefer to use a different viewer program). If a Question screen appears asking "Warning - the extension .tif is already registered, Overwrite?,”
you must respond. Click Yes if you wish to use the TIFF viewer installed with the FaxFinder Client Software. Click No if you prefer to use a different software package for viewing .tif files.
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Chapter 2: FaxFinder Client Software Configuration
G. You will be asked if you want the Client software to automatically launch when the installation is
complete. Select your preference.
H. Then the Installation Complete screen will appear.
Click Close.
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Chapter 2: FaxFinder Client Software Configuration
The FaxFinder Fax Client Software starts automatically when the installation is complete.
Icons for the FaxFinder software applications will appear in the Windows Start menu. After installation,
the Client Software starts up whenever the computer is booted. A FaxFinder icon appears in the tray area at the lower-right corner of the screen. The FaxFinder Fax Client Software screen can be opened from either the Start menu icon or the tray icon. (If the Client Software is shut down, it can be re-opened from the Start menu or by double-clicking on the FF110.EXE file, which, following a typical, default installation, would be located at C:\Program Files \ Multi-Tech Systems\FaxFinder Client Software\.)
The FaxFinder Fax Client Software starts automatically when the installation is complete.
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Chapter 2: FaxFinder Client Software Configuration

Establishing Client User’s ID in System

When the FaxFinder Fax Client Software starts, you will be prompted to enter your own client user
information in the Options | Identification screen. You will not be able to access or use the FaxFinder
client until this step has been done.
The default value for the Options | Identification “Fax Header Local ID” field is the value taken from the “Fax ID” field (from the FaxFinder Server Modem Configuration screen) for the modem used in the fax
transmission.
Icons for the FaxFinder software applications will appear in the Windows Start menu. After installation,
the Client Software starts up whenever the computer is booted. A FaxFinder icon appears in the tray area at the lower-right corner of the screen. The FaxFinder Fax Client Software screen can be opened from either the Start menu icon or the tray icon. (If the Client Software is shut down, it can be re-opened from the Start menu or by double-clicking on a file named FF110.EXE (or something very similar), which, following a typical, default installation, would be located at C:\Program Files \ Multi-Tech Systems\FaxFinder Client Software\.)
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Chapter 2: FaxFinder Client Software Configuration

Associating Client with Specific FaxFinder Unit(s)

Sometimes more than one FaxFinder unit is connected to an Ethernet network. In some cases, certain client users might be assigned to some FaxFinder units and not assigned to others. After the FaxFinder client software is installed, you must associate it with one or more FaxFinder units. This procedure shows you how to make this association so that faxes may be sent from a particular FaxFinder unit to the email inbox of your PC. To do this procedure, you will need to know the IP address of the FaxFinder unit. Be aware that an individual FaxFinder client user can be associated with more than one FaxFinder unit. This could easily be the case in an office that is large and/or an office that has a great deal of fax traffic.
1. At the main screen of the FaxFinder Fax Client Software, click on Edit and select “Add Fax Server.”
2. At the Add Device Address screen, in the “Select Server” field, highlight “FaxFinder.”
In the “Enter Address” field, enter the IP address or domain name of the FaxFinder unit that the client will use.
A client can be associated with more than one FaxFinder unit, but the associations must be established one at a time.
3. Enter, in the appropriate fields, the Username and Password that the client will use when accessing
this FaxFinder unit. If the client is to be associated with multiple FaxFinder units, a different Username and Password could be established for each. However, in most cases, it is advisable (for
Multi-Tech Systems, Inc. FaxFinder Client User Guide 13
Chapter 2: FaxFinder Client Software Configuration
the sake of simplicity and convenience) to use the same Username and Password for all FaxFinder units.
NOTE: The Username entered here must match the entry used in the “User ID” field of the Phone
Book screen in the FaxFinder Server Software. The password entered here must match
the password entered for this client in the Password Administration screen in the
FaxFinder Server software.
Click OK.
4. A new FaxFinder entry should appear on the “Device Status” tab of the FaxFinder Fax Client Software screen.
The status of the newly registered FaxFinder unit should momentarily go from “Logging in” to “Idle.” If it goes to Login Failure, then one of two things is wrong:
a. The IP address or domain name is wrong. If that is the case, delete that entry (by right-clicking
DELETE), and enter a new one; otherwise,
b. The Username/Password combination may be wrong. Verify that the client Username/Password
combination (accessible by right-clicking and selecting Properties on the FaxFinder listed in the Device Status tab of the client software) matches the User ID/Password combination assigned to
the client-user by the FaxFinder Administrator.
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Chapter 2: FaxFinder Client Software Configuration

Disassociating the Client from a Specific FaxFinder Unit

In this procedure, you will un-do the procedure “Associating Client with a Specific FaxFinder Unit.” This situation might occur when changes are being made in the network faxing system. In any event, this procedure severs the tie between your PC and a specific FaxFinder unit so that you will no longer be connected to it for sending fax messages. (Faxes can be received in email form from the FaxFinder server, despite disassociating from the FaxFinder server, as long as the receiving party is entered in the FaxFinder Phone Book.) In cases where the client is currently associated with more than one FaxFinder unit, you will need to know the IP address of the specific FaxFinder unit from which you want to disconnect.
1. Open the FaxFinder Client Software program and go to the Device Status tab. Select the FaxFinder unit from which you want to disconnect (you can identify the FaxFinder unit by its IP address or
domain name). Right-click on it and select delete.
2. Your FaxFinder Client Software will no longer be able to send faxes through this particular FaxFinder unit.
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Chapter 2: FaxFinder Client Software Configuration

Disabling and Re-Enabling a Client’s FaxFinder Service

Disabling a FaxFinder’s service to a specific client is simply a temporary version of disassociating the client from that FaxFinder. When a client has disabled the FaxFinder’s service to that client, the client/user cannot send faxes through the FaxFinder. (Faxes can be received in email form from the FaxFinder server, despite this disabling, as long as the receiving party is entered in the FaxFinder
Phone Book.) The client can easily re-establish FaxFinder service by toggling the Disable command
(now shown with a “ ” beside it), thus enabling service once again.
1. Open the FaxFinder Client Software program and go to the Device Status tab. Select the FaxFinder unit from which you want to disconnect temporarily (you can identify the FaxFinder unit by its IP
address or domain name). Right-click on it and select disable.
2. When disabled, a check mark will appear beside the disable command.
3. To re-enable the FaxFinder unit for your use, that is to avail your PC of its service once again, open the FaxFinder Client Software program and go to the Device Status tab. Select the FaxFinder unit to
which you want to re-connect. Right-click on it and select disable. You will now be re-connected to
service by this FaxFinder unit.

Sending Test Fax

To verify that the software installation has succeeded, you should use the FaxFinder client software to send a fax to a regular fax machine (preferably a local fax machine). To do so, follow the instructions for the “Sending a Fax” procedure in Chapter 3.
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Chapter 2: FaxFinder Client Software Configuration

FaxFinder Fax Client Software Menu Command Definitions

FaxFinder Fax Client Software Menu Command Definitions
Command Name Values Description
File menu commands
Send Fax -- Brings up the FaxFinder Send Fax screen, the
first step in transmitting a fax message via the FaxFinder system.
Pause Scheduler -- When you invoke the Pause Scheduler
command, any faxes currently pending will not be sent and any fax transmissions attempted while this command is in force will not be sent. When the scheduler has been paused, you must
select Pause Scheduler to rescind the
command. That is to say, this command toggles on and off when selected repeatedly. If the computer is rebooted, the FaxFinder Fax Client Software will cancel the Pause Scheduler command at startup. Any faxes that had been paused and left unsent when the computer was turned off will be sent immediately when the computer is turned on again.
Multi-Tech Systems, Inc. FaxFinder Client User Guide 17

The FaxFinder Send Fax Screen

Chapter 2: FaxFinder Client Software Configuration
The FaxFinder Send Fax screen appears (a) when you ‘print to FaxFinder’ from any application program, or (b) when you select the Send Fax command from the File menu of the FaxFinder Fax Client Software
screen.
FaxFinder Send Fax Screen Definitions
Command/Field Name Values Description
Recipients pane
Name (column) alphanumeric Party to whom the fax will be sent. You cannot
type in this window. When a recipient is
specified either from the Address Book or from the Enter a Fax Recipient window, that
recipient’s name will appear in this field.
Fax Number (column) numeric Fax number to which the fax will be sent. You
cannot type in this window. When a fax number
is specified either from the Address Book or from the Enter a Fax Recipient window, that fax
number will appear in this field.
Multi-Tech Systems, Inc. FaxFinder Client User Guide 18
A
V
FaxFinder Send Fax Screen Definitions (cont’d)
Command/Field Name Values Description
Recipients pane
+ (button)
Brings up the Enter a Fax Recipient window. At this
window, you enter the name and fax number of the party
to whom the fax will be sent. After you click OK in this window, the FaxFinder-Add Recipient window will
appear and prompt you as to whether or not you want to
add this recipient to the Address Book. If you check the Remember this response box, the response you select
will be remembered. In other words, if you check
Remember this response, and click the No button,
recipients added using the + button on the Send Fax Form will never be automatically added to the Address book. If you check Remember this response, and click
the Yes button, recipients added using the + button on the
Send Fax Form will always be automatically added to the Address book.
Chapter 2: FaxFinder Client Software Configuration
- (button)
Address Book (button) --
Documents pane
Document (column) entries are
Pages (column) entries are
+ (button)
- (button)
Λ (button) -- Clicking this button moves a selected document upward in
(button)
Schedule pane
Send field “immediately”
Schedule (button) -- Click here to schedule a fax for transmission at a later
-- Removes a selected entry from the Recipients list. You
will be prompted (by the FaxFinder – Delete? screen) to
confirm removal of the recipient from the list of recipients. Brings up the recipient can be chosen.
ddress Book screen from which a fax
File name of document to be transmitted as a fax.
alphanumeric
with file-type
extensions
Length (number of pages) of the fax to be transmitted.
numeric
-- Click this button to add another document to the fax transmission. Only TIFF files can be added with this.
-- Click this button to remove a document from the list of items to be faxed. You will be prompted (by the
FaxFinder – Delete? screen) to confirm removal of the
item from the fax queue.
the queue. For example, if the file jonesbill.tif is third in the Document list, clicking will cause it to be the second
item faxed.
-- Clicking this button moves a selected document downward in the queue. For example, if the file
jonesbill.tif is fourth in the Document list, clicking will
cause it to be the fifth item faxed.
This field specifies when a fax will be sent. By default, the
-or-
at designated
later time
fax will be sent immediately. If you click the Schedule button and re-schedule the transmission, the time and date of the forthcoming transmission will be listed.
time. This button brings up the Fax Scheduling screen.
See the procedure “Scheduling Fax Transmissions” in Chapter 6.
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Chapter 2: FaxFinder Client Software Configuration
FaxFinder Send Fax Screen Definitions (cont’d)
Command/Field Name Values Description
Cover Page pane
Use Cover Page Y/N Check this checkbox to include a cover page with
your fax.
Cover Page Style BoldComplete,
BoldComplete2,
FaxComplete, LongComment, PlainComplete,
PlainShort
If you have checked Use Cover Page, you can
select a cover page style for your fax from this drop-down menu. Six standard cover page styles are standard. You can revise any one of these or create a new cover page style using the Template Editor program.
View/Edit (button) -- Brings up the cover page Template Editor
program where the chosen cover page template can be seen and/or altered.
Subject alphanumeric Here you can type a brief description of the
contents of the fax. The placement of this “Subject” description will depend on the cover page style that you use.
Cover Page Notes alphanumeric Here you can type a lengthy comment about the
fax or related topics. Send Fax (button) -- Click here to invoke the sending of the fax. Preview Fax (button) -- Click here to see a preview of the fax, including
the cover page. This preview will appear in the
TIFF viewer. Cancel (button) -- Click here to cancel the sending of the fax.
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Chapter 2: FaxFinder Client Software Configuration
FaxFinder Fax Client Software Menu Command Definitions
Option tab Description
Identification tab.
to set the ID of the Sending Modem when Sending a Fax using the FaxFinder Client. The Modem ID string is displayed in the header information of a sent fax. For many Fax machines, it is the phone number of the sending fax machine. The default is the Modem Fax ID which is set via Modem Configuration in the FaxFinder Server web interface. Phone Number will use the Identification Tab's Phone number field as the Modem ID string. Fax Number will use the Identification Tab's Fax number field as the Modem ID string.
Fax Retry tab.
that were not sent successfully on the first attempt, the number of subsequent attempts to be made, the interval between these attempts, when attempts should expire.
Date/Time tab.
for the fax header.
Server Priority tab.
a sent fax would first be directed: to a FaxFinder, to a Hylafax, or to the first available. This applies only to special multiple-modem server systems that use both FaxFinder and Hylafax.
Advanced tab.
that will make the Send Fax window become minimized and allow the enabling of the synchronization of the FaxFinder Address Book with a Microsoft Outlook address
book. Trace Outlook Sync should only be selected when
directed by Multi-Tech Support as it generates a large amount of logging information and should not be left on for extended periods of time. It will generate a debug log that can be be used to debug problems syncing address book entries with Outlook.
Logging tab.
file exists after the application is closed.
A Trace Level of 9 is the highest trace setting. A Trace
Level of 1 is the lowest (least amount of trace) setting.
Select Custom Log File to create a log file other than the default. You may Browse to an existing File Folder and
type in the name of the custom log file in the edit field.
Click Defaults to restore the Logging information to factory
defaults.
Click View Log to view the existing log file. Click Explore to start an explorer window to find existing
log files.
Click Delete Log to erase the current log. Click Delete All Logs to remove any previously existing
Log Files.
Click OK to save your changes. Click Cancel to Cancel any changes made.
The Fax Header Local ID can be used
Here the client user can specify, for faxes
Here you enter the date and time formats
Here you choose to which fax server
Here you designate the circumstances
Select Save Log on Exit to ensure the Log
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Chapter 2: FaxFinder Client Software Configuration
FaxFinder Fax Client Software Menu Command Definitions (cont’d)
Command Name Values Description
Edit menu commands
Add Fax Server -- Brings up the Add Device Address screen so
that a FaxFinder or HylaFax server on the
network can be associated with the client. A
client can be served by more than one FaxFinder
unit. See the procedure “Associating Client with
Specific FaxFinder Unit(s)” earlier in this chapter.
Add Contact -- Brings up the New Contact screen so that an
recipient can be added to the Address Book.
Once a recipient’s contact info has been entered
into the Address Book, faxes sent to that party
will have the destination fax number
automatically conveyed to the FaxFinder unit.
Info from recipient’s Address Book entry will also
be included in automated fields on fax cover
pages where applicable (for example, the voice
phone number, company name, and city of the
recipient might be two fields included on the
cover page). See the procedure “Setting Up Your
Address Book Manually” in Chapter 6. Edit Cover Page Template
-- Brings up the Cover Page Generator (or Template Editor) program so that fax cover pages can be created or modified. See the procedure “Creating or Modifying Cover Page Styles” in Chapter 6.
Help menu commands Online Help is not currently supported. See User
Guides for detailed instructions. An “About”
command brings up the FaxFinder Fax Client About screen, which identifies the software’s
version.
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Chapter 2: FaxFinder Client Software Configuration
FaxFinder Fax Client Software Menu Command Definitions (cont’d)
Field Name Values Description
Device Status tab
Device (column) alphanumeric Shows status of FaxFinder or HylaFAX server
units with which the client is associated. Also shows status of the “Print Capture” function and the “Outlook Synchronizer” function.
Status (column) idle, negotiating,
preparing to capture, capturing
page n, sending
Shows the status of the FaxFinder or HylaFAX fax server unit pertaining to its fax sending and receiving capabilities and to its print/image capturing capabilities.
fax page n,
receiving fax page
n, success,
unsuccessful- user
aborted,
unsuccessful-no carrier, unsuccessful- no
dial tone,
unsuccessful-error
<descriptor>
Recipient (column) alphanumeric Shows the name and fax number of recipient to
whom fax is currently being sent.
Print Capture (row) idle,
preparing to
Indicates status of the FaxFinder’s Print Capturing software module.
capture,
capturing page n
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Chapter 2: FaxFinder Client Software Configuration
FaxFinder Fax Client Software Menu Command Definitions (cont’d)
Command Name Description
Device Status tab (cont’d)
Commands accessed by Right-Clicking on a selected FaxFinder
delete Dis-associates the client from the selected FaxFinder or HylaFAX unit so that
the client can no longer send faxes through that FaxFinder unit. (The FaxFinder Server’s IP address is removed from the Device Status list of the FaxFinder Client Software.)
disable Temporarily dis-associates the client from the selected FaxFinder or HylaFAX
unit so that the client can no longer send faxes through that unit.
To restore the connection to the FaxFinder/HylaFAX unit, select Disable.
(Because the FaxFinder Server’s IP address remains in Device Status list of the FaxFinder Client Software, service can be restored by toggling the
command, thus enabling the association once again.) abort Discontinues a fax transmission in progress. abort and Pause Discontinues a fax transmission in progress and puts all pending faxes on
hold. After this command has been invoked, no more faxes will be sent from
this client until
(a) the client PC is turned off and on again, or
(b) the command has been turned off by selecting Pause Scheduler in the
File menu of the FaxFinder Fax Client Software.
properties Brings up the FaxFinder <IP address><domain name> screen. This screen
simply shows the IP address or domain name of the selected FaxFinder unit.
Disable
FaxFinder Fax Client Software Menu Command Definitions (cont’d)
Field/Command Name Values Description
Pending Faxes tab
Recipient (column) -- Identifies recipient of each fax for which transmission is
incomplete.
Scheduled Time/Date -- Identifies time at which a pending fax is set to be
transmitted.
Pages (column) -- Shows the number of pages of each fax.
Commands accessed by right-clicking on a selected pending fax message
delete Cancels the transmission of the selected pending fax message. reschedule Brings up the Fax Scheduling screen so that transmission of a pending
fax can be scheduled for a different time.
properties Brings up the Fax Details screen for the selected pending fax . The
Fax Details screen presents information about the recipient, transmission status, cover page, and original source file of the selected pending fax.
Multi-Tech Systems, Inc. FaxFinder Client User Guide 24
Chapter 2: FaxFinder Client Software Configuration
FaxFinder Fax Client Software Menu Command Definitions (cont’d)
Field Name Values Description
Fax Ports tab
Device (column) alphanumeric Shows FaxFinder units with which the client is
associated.
Port (column) ttys0 for FF120,
ttys0, ttys1 for FF220
ttys_0-3 for FF420 ttys_0-7 for FF820
Status (column) idle, negotiating,
preparing to capture, capturing
page n, sending
The fax modem (within) the FaxFinder server unit, the status of which is being tracked. ttys0 denotes POTS Modem 1 of the listed faxfinder unit; ttys1 denotes POTS Modem 2 of the listed faxfinder unit, etc., for all modems in the FF­420/820 unit. Shows the status of the FaxFinder fax server unit pertaining to its fax sending and receiving capabilities and to its print/image capturing capabilities.
fax page n,
receiving fax page
n, success,
unsuccessful- user
aborted,
unsuccessful-no carrier, unsuccessful- no
dial tone,
unsuccessful-error
<descriptor>
Recipient (column) alphanumeric Shows the name and fax number of recipient to
whom fax is currently being sent.
List All Fax Ports Y/N When selected, all fax ports are listed; when not
selected, only the current active fax port is listed.
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Chapter 2: FaxFinder Client Software Configuration
FaxFinder Fax Client Software Menu Command Definitions (cont’d)
Field/Command Name Values Description
Fax Log tab
Recipient (column) Identifies recipient of each outgoing fax. Time/Date Sent (column)
day, date, time, zone in the form
ddd mmm nn hh:mm:ss zzzzzz
Indicates when each outgoing fax was sent.
Pages (column) integer Shows the number of pages in each fax.
Status (column) success,
unsuccessful- user
Indicates whether each fax was sent successfully or not and, if not, indicates reason for failure.
aborted,
unsuccessful-no carrier, unsuccessful- no
dial tone,
unsuccessful-error
<descriptor>
Commands accessed by right-clicking on a selected fax log entry
delete Cancels the selected fax log entry. resend Resends the selected fax. The Fax Scheduling screen will appear to
set a time for the resending to occur.
properties Brings up the Fax Details screen for the selected fax. The Fax Details
screen presents information about the recipient, transmission status, cover page, and original source file of the selected pending fax.
Multi-Tech Systems, Inc. FaxFinder Client User Guide 26
Chapter 2: FaxFinder Client Software Configuration
FaxFinder Fax Client Software Menu Command Definitions (cont’d)
Field/Command Name Values Description
Address Book tab
Name (column) alphanumeric Shows the name of the the selected Address
Book entry.
Organization (column)
alphanumeric
Shows the organizational affiliation of the the selected Address Book entry.
Fax Number (column) integers Shows the fax number of the selected Address
Book entry.
Commands accessed by right-clicking on a selected address book entry
delete Removes the selected entry from the Address Book. A confirmation
screen appears before the deletion is executed.
properties Brings up the Contact <name> screen screen for the selected
address book entry. The Contact screen shows user contact details (name, company name, fax number, phone numbers, and street address info).
Multi-Tech Systems, Inc. FaxFinder Client User Guide 27
Chapter 2: FaxFinder Client Software Configuration
A
Add Contact
Import
Export
FaxFinder Fax Client Software Menu Command Definitions
Command Name Values Description
Address Book menu commands
--
--
Brings up the New Contact screen for adding entries
to client-user’s personal address book. These entries are for parties to whom the client-user may want to send faxes. The contact info includes the party’s name, their organizational affiliation, phone numbers, fax numbers, and land address information. The contact information goes into these specific fields: Name, Organization, Home Number, Work Number, Fax Number, Address, City, State/Province, and Postal Code.
The New Contact screen allows for manual entry of
contacts into the Address Book. It can also be
accessed from the FaxFinder Send Fax screen and from Edit | Add Contact.
Brings up the
Import command allows you to import entries into your
address book from a delimited file (e.g., a MS Outlook address book exported as a delimited file; the delimiter could be a comma, semicolon, colon, or a tab). In most cases, a template file is required to map the information from the import file into the appropriate fields of the FaxFinder Address Book (i.e., into the
fields of the New Contact screen).
The FaxFinder Client software includes a template that allows entries from one FaxFinder client-user’s Address Book to be imported into the Address Book of another client user.
Template files are accessible by clicking on the “Browse” button in the “CSV import field mapping
template” area of the Address Book Import screen.
Allows you to create a delimited file from the
FaxFinder Address Book for use in applications that can import delimited files. The delimiters could be comma, semicolon, colon, or tab. The primary use of the Export command is to allow an established FaxFinder Address Book to be shared with other client users. Export files have
a .csv extension.
ddress Book Import screen. The
Multi-Tech Systems, Inc. FaxFinder Client User Guide 28
Chapter 3: FaxFinder Client Software
Operation

Introduction

This chapter describes the things that a client user can do with the FaxFinder system. Three software programs are involved: the FaxFinder Client Software, the Multi-Tech Tiff Viewer (or designated PDF viewer), and the Multi-Tech Cover Page Generator. The programs work together with the FaxFinder Client Software acting as the hub of activity. The FaxFinder Client Software interfaces with the FaxFinder Server, has a user interface, and calls upon the Cover Page Generator and viewer program for their special functions. When sending faxes, the FaxFinder Client Software calls up the Multi-Tech Cover Page generator if cover pages are requested. When previewing outgoing faxes, the PC’s operating system calls up the designated TIFF viewer to display the outgoing fax. When viewing received faxes, the PC’s operating system calls up the appropriate viewer (PDF or TIFF). The choice of file types (PDF or TIFF) is made in the FaxFinder Server software. Note that client users can choose to display either on the Multi-Tech TIFF viewer or on a different (non-Multi-Tech) TIFF viewing program (see Step 7 of “Installing FaxFinder Client Software” in Chapter 5). Likewise, if the FaxFinder system distributes incoming faxes as PDF files, the client can designate which PDF viewer to use.
Multi-Tech Systems, Inc. FaxFinder Client User Guide 29
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