NEC AD-64 User Manual

®
NEAXMail
VOICE/UNIFIED MESSAGING SYSTEM
AD-
64
User Guide
© 2002-2004 Active Voice LLC All rights reserved. First edition 2004
ActiveFax, PhoneBASIC, Repartee, TeLANophy, View­Call, ViewFax, and ViewMail are trademarks of Active Voi ce , L LC.
NEAXMail and NEC are trademarks of NEC Corporation.
Other brands and product names used in this document are trademarks of their respective owners.
Licensed under one or more of the following patents: U.S. Nos. 4,994,926; 5,291,302; 5,459,584; 4,696,028; 4,809,321; 4,850,012; 4,922,526; 4,935,958; 4,955,047; 4,972,469; 4,975,941; 5,020,095; 5,027,384; 5,029,196; 5,099,509; 5,109,405; 5,148,478; 5,166,974; 5,168,519; 5,249,219; 5,303,298; 5,309,504; 5,347,574; 5,666,401; 5,181,243; 5,724,408; and Canadian No. 1329852.
NEC America, Inc. Irving, TX
To access your mailbox by phone
1. Call the voice messaging system.
From inside your organization, dial ____________________________________
From outside your organization, dial ___________________________________
2. When the system greets you, enter:
Personal ID ______________________________________________________
Security code ____________________________________________________
To access your mailbox by computer
1. Start Mailbox Manager.
2. On the Connect dialog box, enter:
Host name_______________________________________________________
Extension _______________________________________________________
Security code ____________________________________________________
For assistance, call______________________________________________________

Contents

Introduction ii
Setting up your mailbox .......................................iv
Checking and leaving messages 1
Checking new messages ..................................... 2
Returning a call .................................................... 4
Leaving a message by phone.............................. 6
Sending a message by computer ........................ 8
Leaving a group message by phone.................. 10
Sending a group message by computer*........... 11
Reviewing messages ......................................... 12
Redirecting a message ...................................... 14
Modifying a message ......................................... 16
Canceling a message ........................................ 18
Archiving a message.......................................... 20
Recording a conversation by phone .................. 22
Recording a conversation by computer ............. 24
Monitoring a message........................................ 26
Changing your mailbox setup 27
Working with the Mailbox Manager.................... 28
Changing your security code ............................. 30
Changing your recorded and spelled names......31
Changing your greetings ....................................32
Changing live monitor .........................................35
Playback options ................................................36
Changing call transfer options ............................38
Changing call screening options.........................40
Changing call holding options.............................42
Changing message delivery options...................43
Creating groups .................................................. 45
Changing groups ................................................47
Sending and receiving faxes 49
Sending faxes by computer................................50
Receiving faxes ..................................................52
Changing fax setup............................................. 54
Using e-mail integration 55
Checking e-mail by phone ..................................56
Entering your e-mail password ...........................57
E-mail password charts ......................................58
Changing your e-mail setup options ...................59
Receiving e-mail by fax ......................................60
Using speech recognition 61
Accessing your mailbox...................................... 62
Checking voice messages.................................. 63
Checking e-mail messages ................................ 64
Leaving messages ............................................. 65
Saying numbers, times, or dates........................66
Using ViewCall Plus 67
Screening and managing calls ...........................68
Tracking calls ..................................................... 70
PhoneBASIC ......................................................71
Using quick message actions and shortcuts 73
Quick message actions ...................................... 74
Shortcuts ............................................................ 75
System menus ...................................................78
Managing your messages with Soft Keys .......... 80
Index 83
i

Introduction

Welcome to NeaxMail® AD-64, a simple yet powerful voice messaging system that can greet your callers and record your messages.
On the phone
The voice messaging system lets you control how your mailbox receives mes­sages and plays them back. You can change these settings whenever you like, from any phone. The phone options consist of:
Menu conversation The menu
conversation leads you quickly to your destination. You will hear a menu of options. Press the number associated with the option to perform a particular task. The voice messag­ing system’s menu options are dia­grammed on page 78.
1 for Yes, 2 for No
ask your system manager to set your mailbox for the 1 for Yes, 2 for No conversation. This conversation
®
If you prefer,
leads you through all of your options with easy, yes-and-no questions. Just press 1 for Yes, 2 for No.
Shortcuts To perfo rm routine
tasks quickly, you can enter a sequence of numbers in advance of the conversation questions or menus.
Help When the system conversa-
tion asks you a question, press 3 to hear a Help menu of options.
Receiving faxes
With ActiveFax®, your faxes are included with your voice messages. You can deliver your faxes to a fax machine by using any phone. See “Sending and receiving faxes,” on page 49 for details.
Checking e-mail by phone
Depending on the options installed, you may be able to use text-to-speech tech­nology to listen to your e-mail messages by phone. You can reply, archive, redi­rect, or delete any e-mail message by phone. See “Using e-mail integration,” on page 55 for details.
Speaking commands
Depending on the options installed, you may be able to give the system com­mands by speaking instead of pressing touchtone keys.
If your system includes speech recogni­tion, simply respond to prompts with short phrases in your normal speaking voice. You can speak a command at any time. For example, say “Check new mes­sages” or “setup options.”
Or, if desired, you can press a touchtone key at any time. See “Using speech rec­ognition,” on page 61 for details.
ii NEAXMAIL AD-64 USER GUIDE
On the computer
You can use the Mailbox Manager pro­gram to change your mailbox setup from your desktop computer.
If your system has TeLANophy manage all types of messages and phone calls visually on your desktop computer. TeLANophy is a suite of unified messag­ing and call management programs. TeLANophy consists of:
ViewMail
®
All of your voice and fax messages are brought together in one window with ViewMail. You can access and priori­tize your messages and respond to them by computer.
ViewMail for Microsoft® Messaging
You can access all of your voice mes­sages, faxes, and e-mail messagesin your Microsoft Inbox, whether you are using Exchange, Outlook, or the Windows Messaging Inbox.
®
, you can
ViewMail for Lotus® Notes
®
You can access all of your voice mes­sages, faxes, and e-mail messagesin your Lotus Notes Inbox.
ViewFax
®
You can send, receive, and redirect faxes from your desktop computer.
ViewCall® Plus
All of your inbound and outbound calls can be managed visually from your desktop computer. With
®
PhoneBASIC
, you can customize your call control by integrating View­Call Plus with other programs, such
®
as Microsoft’s Office
E-mail integration
suite.
You can access all of your voice, fax, and e-mail messages in your e-mail mailbox. Using text-to-speech tech­nology, you can hear your e-mail by phone. You can also send e-mail mes­sages to any fax machine.
Help
For more detailed information about any of these programs, see the Online Help system for the program.
F1 or use the Help menu.
Press
INTRODUCTION iii

Setting up your mailbox

First, fill in the blanks on the inside front cover of this guide and perform the pro­cedure “To access your mailbox by phone.” This makes your mailbox ready to use and enrolls you on the system as a subscriber.
The system will ask you a few simple questions to record your name, spell your name (if required), record a personal greeting, and set your security code.
Your system manager has assigned you a personal ID. As soon as you hear the system greeting, enter your personal ID. This tells the system who you are and allows you to check messages or leave messages.
You should also set a security code that only you know. This prevents someone else from hearing your messages. You can change your security code as often as you like.
After you have set up your mailbox by phone, you can use TeLANophy. Con­tact your system manager to install the TeLANophy programs on your com­puter.
To set up your mailbox
1
Access your mailbox (see inside front cover).
2 Answer the system questions. Press 1
for Yes, 2 for No. If you are not sure, press 2. You can always change the option later.
3 When the system tells you that your
mailbox is set up, press 1 to confirm your settings.
TIP
To exit the system quickly, press three or more times. Or hang up and the system will exit automatically after a few seconds.
iv NEAXMAIL AD-64 USER GUIDE

Checking and leaving messages

Depending on your system, you can use a phone or computer to:
• Check new messages
• Return a call
• Leave a message to one or more subscribers or guests
• Leave a message to a group
• Review messages
• Redirect a message
• Modify or cancel a message after leaving it
• Archive a message
• Record a conversation
• Monitor a message
1

Checking new messages

Checking new messages by phone
New messages are messages that you have not yet heard. The system notifies you when you have new messages.
The system plays all urgent messages first, then all regular messages. It also sorts your messages by sender. If the sys­tem does not know who left a message, it says that the message is “from your mes­sage box.”
After you listen to the messages from a subscriber, you can reply immediately; you don’t have to dial the subscriber’s extension.
SEE ALSO
Modifying a message ...............................16
Canceling a message ................................18
Shortcuts...................................................75
2 NEAXMAIL AD-64 USER GUIDE
To check new messages by phone
1
Access your mailbox (see inside front cover).
2 Press 4 to check new messages. Fol-
low the system instructions. Press 1 for Yes, 2 for No.
* One or more of these features may not be available at your site.
Optional playback features*
The system manager can set up special options for your mailbox to:
• Play your new messages automati­cally each time you call the system.
• Provide additional security by always requiring both a personal ID and a security code to play messages.
• Identify you automatically when you are using your assigned extension.
• Tell you how long it will take to play your messages.
Checking new messages by computer
If your system uses ViewMail, ViewMail for Microsoft Messaging, or ViewMail for Lotus Notes, you can check messages visually on your computer.
Information about each message is pro­vided on the screen. When available, names, phone numbers, and a subject are included with messages. ViewMail also provides the length of the message and the time it was sent.
You can listen to messages either with a computer sound device or a phone.
To check new messages by computer
1
Double-click the message to open it.
2 Use the VCR-style buttons to play
and respond to the message.
Urgent voice message
Voice message
VCR-style buttons
CHECKING AND LEAVING MESSAGES 3

Returning a call

If your phone system supports the call return feature, you can immediately return a call to the person who left you a message.
The call return feature is available for messages left by outside callers when a caller ID phone number is provided. You can also return a call to another sub­scriber.
Depending on your phone system, you can return a call using Soft Keys on your phone. Or, you can return a call when you access your mailbox from any touchtone phone.
If a returned call is not answered or if the line is busy, the system tells you that the call could not be connected. Then, the
system returns you to your voice mail­box.
The return call feature is available for new and old messages.
Asking callers for a phone number
If your organization does not receive caller ID information from your phone service provider, your system can be set up to ask callers to enter their phone number before their call is transferred to your extension. See your system man­ager for more information.
SEE ALSO
Managing your messages with Soft Keys80
To return a call with Soft Keys
1
Access your mailbox (see inside front cover).
2 To hear new messges, press the Soft
Key below the NEW option on the phone display. To hear old messages, press the Soft Key below the OLD option on the phone display.
3 After listening to a message, press
the Soft Key below the CALL option on the phone display. If available, the system dials the phone number associated with the message.
4 NEAXMAIL AD-64 USER GUIDE
To hear caller ID information with Soft Keys
1
Access your mailbox (see inside front cover).
2 To hear new messges, press the Soft
Key below the NEW option on the phone display. To hear old messages, press the Soft Key below the OLD option on the phone display.
3 After listening to a message, press
the Soft Key below the CID option on the phone display. If available, the system plays the phone number associated with the message.
To return a call by phone
1
Access your mailbox (see inside front cover).
2 Press 4 to check new messages, or
press 6 to check old messages. Fol­low the system instructions. Press 1 for Yes, 2 for No until you select the message you want.
3 Press 4 5 to return a call to the person
who left a message.
To hear caller ID information by phone
1
Access your mailbox (see inside front cover).
2 Press 4 to check new messages, or
press 6 to check old messages. Fol­low the system instructions. Press 1 for Yes, 2 for No until you select the message you want.
3 Press 4 6 to hear the phone number
of the person who left a message, if available.
SEE ALSO
Managing your messages with Soft Keys80
CHECKING AND LEAVING MESSAGES 5

Leaving a message by phone

The system lets you leave voice mes­sages for subscribers, groups, or guests. If you call a subscriber’s extension and the call is unanswered, your call is auto­matically routed to the subscriber’s mailbox, where you can leave a message. You can also leave messages directly in a subscriber’s mailbox.
If your phone system uses identified subscriber messaging, the system auto­matically tags a message from your assigned extension with your name.
If your phone system does not use iden­tified subscriber messaging or you are calling from another subscriber’s exten­sion, you need to identify yourself as a subscriber by entering your personal ID and security code.
SEE ALSO
Modifying a message............................... 16
Canceling a message ............................... 18
Directory assistance
Your system may use automatic direc­tory assistance, numeric directory assis­tance, or both, to help callers find subscribers’ extension numbers.
Callers with letters on their phones can use automatic directory assistance, which identifies subscribers by their last names. All callers can use numeric directory assistance, which groups sub­scribers by department, location, or some other category.
TIP
To finish recording a message, you can press or just stop speaking.
Shortcuts...................................................75
Special delivery options
When you leave an identified subscriber message, you can mark it with one or more of these special delivery options:
Urgent The message is played first,
before regular messages.
Private The message cannot be
redirected.
Return receipt The system tells
you when a subscriber has heard the message.
Future delivery The message is
delivered at the time and day you specify.
6 NEAXMAIL AD-64 USER GUIDE
To leave an identified subscriber message*
1
Call another subscriber. When the subscriber does not answer, the call is automatically forwarded to voice mail.
2 Follow the system instructions to
record your message. Press 1 for Yes, 2 for No.
3 Press # to start over or to stop
recording.
* This feature may not be available at your site.
To leave a message directly in a subscriber’s mailbox
1
Access your mailbox (see inside front cover).
2 Press 5 to leave any messages.
3 On the phone, spell the subscriber’s
name. Otherwise, enter the exten­sion number.
When spelling a subscriber’s last name, use a “wild card” number (typically 0 or 1) for any letter in the last name you do not know.
4 Press 1 when you hear the name of
the subscriber you want. Otherwise, press 2 to hear the next matching name.
5 Record your message at the beep.
The message must be at least three seconds long to be delivered.
6 Press # to start over or to stop
recording.
TIP
With speech recognition, access your mailbox, then say “Leave a message.” Press touchtone keys to spell a name, or say the extension number, if asked. Say “Yes” when you hear the name you want, then record the message.
CHECKING AND LEAVING MESSAGES 7

Sending a message by computer

Depending on installed options, you can use ViewMail, ViewMail for Microsoft Mes­saging, or ViewMail for Lotus Notes to send voice messages by computer.
To send a message by computer
1
If you are using ViewMail, click “Send.” If you are using ViewMail for Microsoft Messaging, click “New voice message.” If you are using ViewMail for Lotus Notes, select “New memo> Voice mail.”
2 Click “To” and then use the address
book to select recipients’ names.
3 Type in a subject and select delivery
options as needed. For future deliv­ery, click “To be sent,” then select the date and time. Click “OK.”
4 Use the VCR-style buttons and your
phone or a sound device to record the message. You can also add sounds from the clipboard or from a .Wav file.
5 To send the message, click “Send.”
For composing and sending a message
For selecting special delivery options
8 NEAXMAIL AD-64 USER GUIDE
With ViewMail, you can send a message to another subscriber with the ViewMail address book.
With ViewMail for Microsoft Messaging or ViewMail for Lotus Notes, you also can send a voice message to someone outside the voice messaging system. When you use the Microsoft Messaging or Lotus Notes address book, the mes­sage i s sen t as a n e-m ail m essa ge with an attached WAV file.
* This feature may not be available at your site.
For composing
and sending a
message
For addressing a message to multiple subscribers or message groups
For selecting an address
CHECKING AND LEAVING MESSAGES 9

Leaving a group message by phone

You can leave a message for more than one subscriber either by:
• Leaving the message for a message group.
• Adding names to the address list.
A message group is a mailing list of sub­scribers and guests. Your system man­ager can create message groups or you can create your own message groups.
To leave a group message by phone
1
Access your mailbox (see inside front cover).
2 Press 5 to leave a message.
3 Spell the group name, or enter the spe-
cial group ID and group number.
4 Press 1 when you hear the name of
the group you want. Otherwise, press 2 to hear the next matching name.
5 After the beep, record your message.
The message must be at least three sec­onds long to be delivered. Press to finish recording.
6 If desired, follow the system prompts to
edit the message, set special delivery, or address the message to others.
7 Press to send the message.
To leave a message to sev­eral subscribers by phone
1
Leave a message for the first sub­scriber.
2 Press 6 to stop recording.
3 Follow the system instructions to
add a subscriber as a message recipi­ent.
4 Repeat step 3 for each subscriber
you want to receive the message.
5 Press when you are finished.
The system tells you when everyone in a group has received your message. If you do not get this confirmation, you can ask the system who in the group has not yet heard the message.
To find out by phone who has not heard a group message
1
Start to leave a new message to the group.
2 The system says that some members
have not heard your last message. Press 1 to review the message.
3 Listen to the message or press 2 to
interrupt it.
4 Press 2 to avoid canceling the mes-
sage.
5 Press 7 to list who has not heard the
message. Press to stop the list.
10 NEAXMAIL AD-64 USER GUIDE

Sending a group message by computer*

With ViewMail, ViewMail for Microsoft Messaging, or ViewMail for Lotus Notes, you can either choose more subscriber names or a group name from the ViewMail address book. Cre­ate your groups by phone or ask the system manager to create your groups for you.
For addressing a message to multiple subscribers or message groups
* This feature may not be available at your site.
CHECKING AND LEAVING MESSAGES 11

Reviewing messages

SEE ALSO
Online Help:
ViewMail, Opening messages
ViewMail for Microsoft Messaging, To set
preferences for saving sent voice messages
You can review old messages and archived messages by phone or by com­puter.
Reviewing messages by phone
After you have heard a new message, the system saves it for a set amount of time (for example, until midnight).
To review messages by phone
1
Access your mailbox (see inside front cover).
2 Press 6 to review old messages.
3 Follow the system instructions. Press
1 for Yes, 2 for No.
TIP
Press to skip a message. Press 3 7 to archive a message.
* This feature may not be available at your site.
12 NEAXMAIL AD-64 USER GUIDE
Reviewing messages by computer*
ViewMail lists all of your opened (old) messages in your mailbox until the sys­tem deletes them at the set time, usually at midnight every night.
To review an old message by computer
1
Double-click the message.
2 Use the VCR-style buttons to play
the message.
* This feature may not be available at your site.
New message
Old message
Opened message
New message
CHECKING AND LEAVING MESSAGES 13

Redirecting a message

The system lets you:
• Redirect a message to another sub­scriber.
• Record an introduction to the mes­sage.
• Use special delivery options.
The system does not let you redirect messages that are designated as private by the original sender.
SEE ALSO
Leaving a message by phone:
Special delivery options ............................ 6
To redirect a message by phone
1
While listening to a message, press 3 9 to interrupt it.
2 Spell the last name of the subscriber
to whom you are redirecting the message.
3 Press 1 to confirm that you want to
redirect the message.
Online Help:
ViewMail, Redirecting messages
ViewMail for Microsoft Messaging,
Forwarding a voice message
Redirecting a message by computer*
You can redirect a message to other sub­scribers using ViewMail, ViewMail for Microsoft Messaging, or ViewMail for Lotus Notes. When you redirect a voice message, the original voice message is included.
* This feature may not be available at your site.
14 NEAXMAIL AD-64 USER GUIDE
To redirect a message by computer
1
Select the message.
2 Click “Redirect.”
3 Click “To” and then use the address
book to select recipients’ names.
4 Type in a subject and set delivery
options as needed.
5 Use the VCR-style buttons and your
phone or a sound device to record an introduction.
6 Click “Send” to send your message.
* This feature may not be available at your site.
For redirecting the message to other subscribers, groups, or guests
For redirecting a message
CHECKING AND LEAVING MESSAGES 15

Modifying a message

SEE ALSO
Leaving a message by phone .................... 6
Redirecting a message............................. 14
Canceling a message ............................... 18
Depending on system settings, you can use one or more of these message options after you record a message:
• Modify the message.
• Modify its delivery options.
• Mark it for special delivery.
• Redirect it to others.
Online Help:
ViewMail, Changing or revoking sent messages
ViewMail for Microsoft Messaging, Revoking a voice message you have sent
To modify a message by phone
1
Record a message.
2 Press 4 to stop recording.
3 While modifying, you can press 4 to
add to the end of the message, 5 to listen to the message, or 6 to rerecord the message.
4 Press when you finish modifying.
16 NEAXMAIL AD-64 USER GUIDE
Modifying a message by computer*
With ViewMail, you can modify a voice message you have sent if the recipient has not opened it.
ViewMail displays the message in your ViewMail inbox until the person has opened it. If the message is still in your mailbox, simply open and modify it.
* This feature may not be available at your site.
Unopened sent message
For modifying message delivery options for an unopened message
CHECKING AND LEAVING MESSAGES 17

Canceling a message

SEE ALSO
Modifying a message ...............................16
Online Help:
ViewMail, Changing or revoking sent messages
ViewMail for Microsoft Messaging, Revoking a voice message you have sent
If the recipient has not heard your last message, the system lets you cancel it. You can then record a new message.
To cancel a message by phone
1
Start to leave another message to the same subscriber.
2 If the subscriber has not yet heard
your last message, the system asks if you want to review it.
3 Press 1 to review it.
4 When you hear the message you
want to cancel, press 5 to cancel it.
5 Press 1 to confirm the cancellation.
18 NEAXMAIL AD-64 USER GUIDE
Canceling a message by computer*
With ViewMail, you can cancel a voice message you have sent if the recipient has not opened it. A message remains in your mailbox until the recipient opens it.
To cancel a message by computer
1
Select the message.
2 Click “Delete.”
With ViewMail for Microsoft Messaging, all unopened voice messages you have sent appear in the Unopened folder, which is located in the Sent Items folder.*
* This feature may not be available at your site.
For canceling a message that has been sent
CHECKING AND LEAVING MESSAGES 19

Archiving a message

SEE ALSO
Online Help:
ViewMail, Archiving and saving messages
ViewMail for Microsoft Messaging, Sav-
ing a voice message temporarily
ViewMail for Microsoft Messaging, ViewMail columns
The system saves old messages for a set time (for example, until midnight). To keep a message for a longer period, you can archive it. The system manager can tell you how long your system saves archived messages.
You can hear your archived messages when you review messages. The only dif­ference between archived messages and old messages is that archived messages are saved for a longer period of time.
After you listen to your archived mes­sages, the system gives you the option of archiving the messages again.
WARNING!
After listening to an archived message, you must press 3 7 to archive it again or it will be deleted.
To archive a message by phone
While listening to a message, press 3 7 to archive it.
20 NEAXMAIL AD-64 USER GUIDE
Archiving messages by computer*
You can archive a message using View­Mail, ViewMail for Microsoft Messaging, or ViewMail for Lotus Notes.
When the number of archived days reaches zero, the voice message is deleted with other old voice messages.
In the ViewMail mailbox, archived mes­sages appear with an Archive icon. The number of days the voice message remains archived is displayed in the Archive Days column, which appears before the Phone column in the View­Mail mailbox.
With ViewMail for Microsoft Messaging, you can see how many days are left for an archived message by opening the voice message.
* This feature may not be available at your site.
To archive a message by computer
1
Select the message.
2 If you have ViewMail or ViewMail for
Lotus Notes, click “Archive.” If you have ViewMail for Microsoft Messag­ing, select “Archive Voice Message” from the File menu.
For archiving messages
Number of archived days
TIP
As the archive time decreases for a message, you can archive it again, which resets the archive time to the maximum value.
CHECKING AND LEAVING MESSAGES 21
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