Nortel CALLPILOT P0919427 02 User Manual

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CallPilot
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Fax User Guide
Part No. P0919427 02
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CallPilot Fax User Guide
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All rights reserved. 2001. The information in this document is subject to change without notice. The statements, configurations, technical data, and
recommendations in this document are believed to be accurate and reliable, but are presented without express or implied warranty . User s must take full responsibility for the ir application s of any products specif ied in this document. The information in this document is proprieta r y to Nortel Networks NA Inc.
The software described in this document is furnished under a license agreement and may be used only in accordance with the terms of that license. The software license agreement is included in this document.
Trademarks
NORTEL NETWORKS is a trademark of Nortel Networks. Microsoft, MS, MS-DOS, Windows, and W indo ws NT are registered trademarks of Microsoft Corporation. All other trademarks and registered trademarks are the property of their respective owners.
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CallPilot Fax User Guide
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About CallPilot Fax
This guide explains how to use CallPilot Fax with your personal mailbox. It explains how to receive, print and send fax messages.
Note: If you need information about other CallPilot features, refer to the CallPilot Reference Guide.
To use th is guide, you must determine which phone interface you use, and follow the procedures for that interface. For information about determining which interface you use, refer to “Checking
which mailbox interface you use” on page 5.
Learning about Fax
With CallPilot Fax you can access Fax features from your personal mailbox.
3
A fax document in a mailbox is called a fax message. Fax messages can h a ve a voice introduction. This means that a caller can leav e a f ax message with or without an intr oductory voice mes sage in your personal mailbox.
You can:
retrieve and print the fax message on a fax machine
forward the fa x message to another mailbox
About the Express Messaging Line
You can have an Express Messaging Line assigned to your mailbox. A fa x message sent to the Express Messaging Line bypasses the Automated Attendant and is sent immediately to your mailbox. You access the fax mess age the same way you access other fax messages. For mo re information about accessing fax messages, refer to “Receiving a fax message” on page 8.
Ask your System Administra tor for the telephone number of your Express Messaging Line. Then you can inform people of your direct fax line number .
CallPilot Fax User Guide
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Telephone buttons
All one line and two line display telephones provide CallPilot voice prompts. On telephones with display but tons, the v oic e prompts are delay ed for f i v e seconds. I f you do not se e an option on your telephone display, wait for the voi ce prompt to announce the additional options.
To use Fax features, press the display buttons or the dialpad buttons on your te lephone.
When you see a display button like this: PLAY to activate the CallPilot feature. This guide sho ws you both methods.
This table sho w s the Nortel Networks Business Series Terminal buttons. Use the b uttons that pertain to the type of telephone you use.
Button name T7100, T7208, T7316
Feature
Handsfree Bottom right-hand
Hold
Volume Control
Release
You can enter ≤, ƒ or ƒ and the code to use a feature. For exampl e, p ress ≤·°⁄ to access your mailbox.
The T7100 works dif f erently from other telephones on your system because it does not have line buttons. Where ot her tele phones requi re that you s elect a li ne but ton to answer a call, on the T7100 terminal you pick up t he handset . Where oth er teleph ones requi re you to sel ect a lin e but ton to ta ke a call off hold , you press on the T7100 terminal.
ƒ ƒ
button
˙ ˙
® ® ®
, or a dialpad button like this: ¤, press either button
M7100, M7208, M7310, M7324
© ©
M7100N, M7208N, M7310N, M7324N
On T7100 terminals, you can answe r a second cal l by press ing . Your acti v e call i s put on hold and you connect to the waiting call. You can have no more than two active calls at one time.
The T7100 terminal does not have a
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© button.
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Checking which mailbox interface you use
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CallPilot supports two interfaces: Norstar Voice Mail and CallPilot. The System Administrator determines which inte rface is assigned to your mailbox.
Use this procedure to check which mailbox interface you use, then fo ll ow the procedures in the guide that apply to the interface you use.
Some procedures apply to both interfaces.
To check which mailbox interface you use
CallPilot Fax User Guide 5
0 new 0 saved PLAY REC AD MIN
No messages COMP MBOX EXIT
1 Press
2 Check the display to see which interface you use:
3 Press ® to end the session.
·°⁄.
Follo w th e voice prompts or the display button opt ions t o open your mailbox.
This is the Norstar Voice Mail interface.
This is the Call P ilot interface.
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Telling callers about fax in your mailbox greeting
In your mailbox greeting, tell call ers tha t the y can l ea v e fa x mess ages in your mail box. Tell callers that they must cal l from a f ax machine telephone to send you a fax mes sage . The cal ler must press START/SEND on the fax machine. CallPilot automatically receives and stores the fax message in your mailbox. This is an example Personal mailbox greeting:
Hello. You have reached Brian Purdy with Ideal Office Machines. I am in the office today, but I am current ly away fr om the phone . Please leave your name , telephone numbe r and a brief messag e after the tone. I f you want to send me a fax and you are calling fr om a fax mac hine te lephone , pr ess the START/SEND button on the fax machine now, or when this message ends.”
For more info rmation about mailbox greetings, refer to the CallPilot Reference Guide or ask your System Administrator.
To record a mailbox greeting
Greeting options REC
CHOOSE CFWD
Greeting: PRIME ALT PERS
Record now?
NO QUIT
YES
1 Press
2 If you use the CallPilot interface:
3 Press REC
4 Press PRIME
5 Press YES
·°⁄.
Follow the voice prompts or the display button options to open your mailbox.
Press °¤ to open the Greetings Options menu
Go to step 3
If you use the Norstar Voice Mail interface:
Press ADMIN
Press GREET
Go to step 3
or ⁄.
or press ALT
or ¤ to record the Alternate greeting.
or and record your greeting at the tone.
or to record the Primary greeting
or ° or ¤
Record greeting: RETRY OK
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6 Press OK
or £ to end the recording.
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Accept greeting? RETRY PLAY OK
7 Press OK
or press PLAY or press RETRY
8 Press ® to end the session.
or £ to accept the recording
or to listen to the greeting
or ¤ to re-record the greeting.
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Receiving a fax message
Fax messages can contain a voice message that a caller records to introduce the fax message, or they can contain just the fax message.
A caller can send a fax message to your personal mailbox by using the autosend feature on their fax machine. If the call is answered b y the Automated Attendant, the call transfers to the designated Fax answering extension. If the call is answered by a mailbox, the fax message is placed in the mailbox. If you answer the call, you hear a fax tone. Transfer the fax call to your mailbox.
Transferring a fax call to your mailbox
If you answer a call and hear a fax tone, a caller is attempting to send a fax message to your mailbox. You can transfer the call to your mailbox.
To transfer a fax call to your mailbox
1 Press
2 Enter your mailbox number.
When you receive a message in your mailbox, your telephone display shows:
Message for you MSG
This display indicates that you h ave a new voice message or a fa x message in your mailbox. To check for messages, you must open your mailbox.
·°fl.
Do not put the call on hold.
The fax message is left in your mailbox.
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Opening your mailbox
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To open your mailbox - Norstar Voice Mail
CallPilot Fax User Guide 9
·°⁄.
or if you are at another extension, or if you are using a Guest mailbox, press OTHR this prompt appears, enter your mailbox number and password. Your mailbox number is usually the same as your extension.
many new and saved messages you have. A voice prompt announce s how many new and saved voi ce and fax messages you have. In this example there is one new message and one saved message.
Pswd: OTHR RETRY OK
1 new 1 saved PLAY REC ADMIN
1 Press
2 Enter your mailbox password and press OK
3 After you open your mailbox, the telephone display shows how
To open your mailbox - CallPilot
·°⁄.
or if you are at another extension, enter your mailbox number and then press OK Your mailbox number is usually the same as your extension.
Mbox: RETRY OK
1 Press
2 Press £
or £
or to display the Log: prompt. When
or £.
Pswd: RETRY OK
3 Enter your mailbox password and press OK
or £. After you open your mailbox, the telephone display shows how many new messages you have. A voice prompt announces how many new and saved fax messages you have.
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Printing fax messages
You can print the fax messages in your mailbox on any fax machine. You can print all of your fax messages at once or individually .
An average text fax message uses 10 seconds of mailbox message time per page. A fax message that contains gra phics can u se as much as t wo mi nutes of mai lbox me ssage time p er pa ge. Beca use fax messages can be take up a lot of mailbox space, after you print or forward your fax messages, delete them from your mailbox.
If you print all your fax messages at once, you cannot listen to any voice int roductions that are included wi th the fax messages. If you do not liste n to a voic e introduction, the fax message remains new in your mailbox and you can listen to the voice introduction later.
If you print each fax message individually, you can listen to the introduction before you print the fax message.
About destinations for printing fax messages
When you print a fax message, you can print it from:
Print msg PRESET OTH R MA NU
Fax destinations
Preset
Other When you send a fax message to print and you select Other, you must enter a phone or
Manual Select Manual if you are printing from a fax telephone. The fax messages are printed on the
You can set up a fax machine as the default destination. When you print and you select Preset, the fax machine prints at the default destination. Unless you specify Other, faxes print at the default destination.
extension number as the destination.
fax machine you use to access your mailbox.
Fax messages are pre ceded by a co v er page if you sele ct Preset or Other. A cover page is not added for fax messages you print from a fax telephone. For more information refer to “Fax cover page
on page 16.
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CallPilot Fax User Guide 11
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To assign a preset fax machine
If you assign a preset fax machine, your fax messages print at the same fax machine every time.
No Preset
Destination: PHONE EXT
1 Press
2 If you use the Ca ll Pilot interface:
3 This displ ay appears if there is no pre set fax machine.
4 Press PHONE
·°⁄.
Follo w th e voice prompts or the display button options on your telephone to open your mailbox.
Press °‚ to open the Mailbox Options menu
Press to open the Fax Options menu
Go to step 3
If you use the Norstar Voice Mail interface:
Press ADMIN
Press
Go to step 3
If the fax machine is preset, the display shows: Preset fax. If you want to assign a different machine as the preset fax machine, press CHNG
or to assign the phone number of a fax machine or press EXT machine. This example shows assigning the phone number of a fax machine.
or ¤ to assign the extension number of a fax
or °
.
Ph: RETRY OK
<x> ADD OK
5 Enter the fax telephone number and press OK
6 Press OK
7 Press ® to end the session.
or £ to accept the fax telephone number represented by the <x> or press ADD and follow the prompts. After you add speci al characters press OK
to add special characters to the fax telephone number.
or £.
or £.
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To print all you r fax messages
Use this procedure if you want to print all your new or saved messages.
If you want to print just one message, refer to “To print an individual fax message on page 14.
1 Press
2 If you use the Ca ll Pilot interface:
3 If you use the Ca ll Pilot interface:
·°⁄.
Follo w th e voice prompts or the display button options on your telephone to open your mailbox.
Press ‡‡ to open the Print Co mmand menu
Go to step 3
If you use the Norstar Voice Mail interface:
Press
Go to step 3
Press MSG
or
press NEW or
press ALL
If you use the Norstar Voice Mail inte rface and yo u ha ve n e w fa x messages:
or to print an individual message
or ¤ to print all unprinted fax messages
or to print all faxes with th eir attachments
Print msg PRESET OTH R MA NU
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Press NEW or
press SAVED
If you do not have any new fax messages the display in step 4 appears.
4 Press PRESET
machine and go to st ep 8 or press OTHR than the preset fax machine and go to step 5.
or ¤ if you want to print on a fax machine other
or to print all your new fax messages
or ¤ to print all your saved fax messages
or if you want to pri nt on the preset fax
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Destination: PHONE EXT
5 Press PHONE
number
or to print fax messages at a fax telephone
or press EXT
or ¤to print fax messages at a fa x extension number. This example shows entering the phone number of a fax machine.
Ph: RETRY OK
<x> ADD OK
6 Enter the fax telephone number and press OK
7 Press OK
or £ to accept the fax telephone number represented
by <x>
or £.
or press ADD
to add special characters to the fax telephone number and follow the v oice prompts.
Printed <x> msgs
8 The display show s the number of fax messages printed.
9 Press ® to end this session.
After you end the session, CallPilot prints the fax messages on the preset fax machine. For information ab out changing the preset fax m ac hine, refer to “To assign a preset fax machine
on page 11.
CallPilot Fax User Guide
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To print an individual fax message
Use this procedure if you want to print an individual fax message.
<date> Fax:1 <<< STOP >>>
Print msg PRESET OTH R MA NU
Printed msg
1 Press
2 If you use the Ca ll Pilot interface:
3 Wait until the prompt announces the Fax ID number, and then
4 Press PRESET
5 The display shows the message is printed.
·°⁄.
Follo w th e voice prompts or the display button options on your telephone to open your mailbox.
Press ‡‡ to open the Print Co mmand menu
Go to step 3
If you use the Norstar Voice Mail interface:
Press until you locat e the fax you want to print
Go to step 3
press to print the fax message.
or to print on the preset fax machine or press OTHR print the message on, and then enter the number of the fax machine.
or ¤ if you want to specify another fax machine to
End of message COPY ERA SE NEXT
After you end the session, CallPilot prints the fax messages on the fax machine you specified.
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6 Press ® to end this session.
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To print fax messages from a fax telephone
1 From a fax machine telephone, call into a line that i s answe red by the Au toma ted Attendant. 2 Press ••, or in the UK press °°, to access your mailbox while the Automated
Attendant Greeting plays.
3 Log on to you r mailbox:
If you use the Norstar Voice Mail interfa ce, ente r your mailbox number and password and press £
If you use the CallPilot interface, enter your mailbox number and press £, then enter your password and press £
4 Send the fax m essage to print:
If you use the Norstar Voice Mail interface, press to print your fax messages
If you use the CallPilot interface, press ‡‡ to print your fax messages
5 If you have new and saved fax messages, you can print either all new or saved fax messages:
press to print all new fax messag es
press¤to print all saved fax messages.
Step 5 is bypassed if you have only new fax messages or only saved fax messages.
6 Press to use the Manual option to print the new fax messages. 7 Press START/SEND on the fax machine. 8 Replace the fax machine telephone handset.
The session ends when al l the faxes are printed.
CallPilot prints the fax message on the assigned fax machine.
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Fax cover page
A fax cover page prints with each fax message you print using the Preset and Other feature. The fax cov er page shows:
the date and ti me the fax prints
the name and telephone number of the mailbox owne r
the destination fax number
the Fax ID number (if you print a single fax messag e)
the number of pages to follow
Note: A fax cover sheet is not added if you print a fax from a fax telephone.
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Sending fax messages
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To send the fax message to a personal mailbox you must call from a fax machine telephone. You can include a voice introduction to a fax message you send to a personal mailbox. The voice introduction must be at le ast t hre e secon ds long. The syst em times o ut aft er f ive seconds of silence.
To send a fax message to a personal mailb ox
1 Place the document that you want to send in the fax machine. 2 From the fax machin e tel ephone dial the CallPi lot t elepho ne number of the pe rson y ou w ant to
send a fax to.
3 Wait for the mailbox greeting or let the CallPilot operator transfer you to the mailbox to leave
a fax message. If the person y ou are calling answers their telephone, tell them to trans fer you to their mailbox so you can send a fax.
4 After the mailbox greeting plays, wait for a beep and record an introduction for the fax
message. Do not hang up the telephone.
5 Press START/SEND on the fax machine.
CallPilot Fax User Guide 17
6 Replace the fax machine telephone handset. The session ends when the transmission is
complete.
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Forwarding fax messages
You can forward a fax message that you have received to another mailbox and add a voice introduction. If you reco rd a v oice message if must be longer than three seconds . The syste m times out after five seconds of silence.
The message appears as a fax message in the recipients mailbox. If you cannot forward a fax message, ask your System Administrator if your mailbox is set up to allow you to forward fax messages.
You can send the same fax message to more than one person, but not to a Group List.
For inform ation on forwarding a fax message to an external number, refer to To forward a fax
message to a mailbox - Norstar Voice Mail on page 19.
When you forward a fax message, a new cover page is added to the original fax message, becoming part of the new message. If the fax message already has a CallPilot-generated fax forward cover page, it is replaced by a new Fax forward cover page.
Fax f orward cover page
A fax forward cover page contains the same information as a fax cover page plus:
the recipie nts name
the Fax ID number if the fax is forwarded to a n external number
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To forward a fax message to a mailbox - Norstar Voice Mail
<date> Fax:1 <<< STOP >>>
End of message
ERASE NEXT
COPY
Copy fax MBOX
OTHR
Record Intro? YES NO
Record message: RETRY PAUSE OK
1 Press
·°⁄.
Follo w th e voice prompts or the display button options on your telephone to open your mailbox.
2 Press PLAY
or ¤ if you have a new fax message or press to review your messages until you find a saved fax message you want to forward.
3 The date received and the Fax ID number appear on the display.
4 Press COPY
5 Press MBOX
or fi.
or to forward the fax message to another mailbox.
6 Press YES
or to record an introduction to the fax message or press NO
or ¤ and go to step 10 if you do not want to record an
introduction to the forwarded fax message.
7 Record the introducti on and press OK
or £ to end the recording or press RETRY
or to re-record the introduction or press PAUSE
or ¤ to pause while you record the introduction.
Accept rec? RETRY PLAY OK
Mbox: DIR QUIT
Wayne, Paul OPTS CC SE ND
Another copy? YES QUI T
8 Press OK
or £ to accept the recording.
9 Enter the mailbox number you want to forward the fax
message to or press DI R
10 Press SEND
or £ to search the Company Directory.
or £ to forward the message without a delivery option or press OPTS
or to assign message delivery options. For information about delivery options refer to the CallPilot Refer ence Guide.
11 To send this message to another mailbox owner,
press YES
or and repeat steps 6 to 11 or press QUIT
to end the session.
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To forward a fax message to a mailbox - CallPilot
End message RESP DEL NEXT
End message PRINT DEL NEXT
To: NAME SPEC C NCL
To:<xxxx> RETRY OK
Empty REC
Msg options URG PRIV OTHR
1 Press
·°⁄.
Follo w th e voice prompts or the display button options on your telephone to open your mailbox.
2 Press ¤ to play the first message
or press until you find the fax message you want to forward.
3 Press ‡‹ to forward the message.
4 Enter the mailbox number you want to forward the fax message
to and press OK
or £ or press NAME
5 Press OK
6 If you want to attach a voice message, press REC
or ⁄⁄ to search the Com p any D irectory.
or £ to end the list of addresses.
or and
record your message.
7 If you want to attach message options, press ‡‚ to assign
message options.
8 Press ‡· to send the message.
9 Press ® to end the session.
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To forward a fax message to an external number ­Norstar Voice Mail
You can forward a received fax message to an external number. However, you cannot add an introductory voice message to the fax message.
2 new 0 saved PLAY REC ADMIN
<date> Fax:1 <<< STOP >>>
End of message COPY ERASE NEXT
Copy fax MBOX OTHR
Name: RETRY BKSP OK
1 Press
·°⁄.
Follow the voice prompts or the display button options on your telephone to open your mailbox.
2 Press PLAY
or ¤ to play the first message or press until you find the fax message you want to forward.
3 The date received and the Fax ID number appear on the display.
4 Press COPY
5 Press OTHR
or fi.
or ¤.
6 Enter the recipient’s na me . The name can be a maximum of eigh t
characters. Using the telep hone dialpad, enter the name of the recipient. A fter each letter, press £ to enter the next le tter.
If you make an error in the name, press RETRY
and re-enter the
name.
Press OK
to accept the name.
Destination: PHONE EXT
Ph: RETRY OK
<x> ADD OK
Msg sent
7 Press PHONE
8 Enter the fax telephone nu mb er and press OK
9 Press OK
or to enter the fax telephone number.
or £.
or £ to accept the fax telephone number represented here by <x> or press ADD
to add special characters to the fax telephon e number. For information on adding special characters, refer to “Addi ng
special characters to a fax telephone number on page 25.
10 CallPilot forwards the fax message.
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Another copy? YES QUIT
11 Press YES
another external number
or and repeat steps 6 to 11 to send this message to
or press QUIT
if you are done.
12 Press ® to end the session.
To forward a fax message to an external number - CallPilot
·°⁄.
Follow the voice prompts or the display button options on your telephone to open your mailbox.
or to forward the current message
MSG
or
or ¤ to forward all your new fax messages
NEW
press or
or to forward all your new and saved fax messages.
ALL
press
End message RESP DEL NE XT
Print MSG NEW ALL
1 Press
2 Press ‡‡ to open the Print Command menu.
3 Press
Print msg PRESET OTH R MANU
Destination: PHONE EXT
Ph: RETRY OK
<xxxx> ADD OK
Printed msg
4 Press OTHR
or ¤ to specify the fax machine you are forwarding
the fax messag e to.
or ⁄.
5 Press
PHONE
6 Enter the phone number of the fa x machine you ar e forw ardi ng the
fax message to .
7 Press OK
or £ to accept the phone number
or
or ¤ to add special characters.
ADD
press
8 The display sh ows the message is printed.
9 Press ® to end the session.
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About Fax Group mess ages
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Send a Fax Group message if you want to send a group a fax message that pertains to them. Fax Group Lists are created by the System Administrator.
Fax Group L ists
If you frequently fax information to the same group of people, use a Fax Group List. A Fax Group List is a colle ction of fax machines at other locations. When you send a fax message to a Fax Group List, you enter only the address of the list, but each fax machine in the Fax Group List receives the fax message. Ask your System Administrator for a list of fax machines in each Fax Group List.
If you need a Fax Group Li st, ask your System Adminis trator to cr eate one fo r you. When yo u gi ve the System Administrator the in formation, include:
the names of the recipients
a list of the fa x mac hine numbers
the Fax Group List name
CallPilot Fax User Guide 23
Before you send a Fax Group message, be sure your System Administrator has created the Fax Group List, and the list contains all the fax machines that are to receive the fax message.
To send a Fax Group message - Norstar Voice Mail
·°⁄.
Follow the voice prompts or the display button options on your telephone to open your mailbox.
or ¤ to play the current message or press until you find the fax message you want to forward.
or fi.
or to forward the fax message to another mailbox.
or ¤. Do not record an introduction because Fax Group List recipients do not hear voice introductions.
<date> Fax:1 <<< STOP >>>
End of message COPY ERASE NEXT
Copy fax MBOX OTHR
Record Intro? YES NO
1 Press
2 Press PLAY
3 The date received and the Fax ID number appear on the display.
4 Press COPY
5 Press MBOX
6 Press NO
Mbox: DIR QUIT
7 Enter the Fax Group List number.
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<GList name> OPTS CC S END
8 Press SEND
or press OPTS
or £ to send the fax message
or to assign message delivery options or press CC
to send the message to another reci pient. For information about delivery options refer to the CallPilot Reference Guide.
9 Press ® to end the session.
To send a Fax Group Message - CallPilot
·°⁄.
Follow the voice prompts or the display button options on your telephone to open your mailbox.
or ¤ to play the current message or press until you find the fax message you want to forward.
End message RESP DEL NE XT
End message PRINT DEL NEXT
1 Press
2 Press PLAY
3 Press ‡‹ to for war d the message.
To: NAME SPEC C NCL
To: NAME SPEC C NCL
Empty REC
Msg options URG PRIV OTHR
Msg delivered
4 Enter the Group List number and press OK
or £.
5 Press ‡‹ when you have entered all the addresses you want to
send the message to.
6 If you want to attach a voice message, press REC
or and record your message. External Group List r ecipients do not recei v e voi ce introduc tions to fax messages.
7 If you want to at tach mes sage options, press ‡‚ to assign
message options.
8 Press ‡· to send the message. 9 Press ® to end the session.
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Adding special characters to a fax telephone number
Follow the voice prompts or press ADD to add special characters to a fax telephone number.
Note: If you are adding special characters, do not press the dialpad buttons £ to enter #, or to enter *. Press the button directly below the option on a two line display telephone, or li sten to the voice prompts.
Press To
¤ or DI G S
or PAUS
or OTHR
or OTHR
TONE recognize dial tone (behind PBX).
resume adding digits to the destination phone number.
enter a timed pause that appears as P on the display. Pauses are four seconds long.
recognize dial tone (behind PBX). The Recognize Dial Tone special character appears as
enter #.
#
enter *.
*
The Recognize Dial Tone special character appears as
cancel and retry.
on the display.
D
on the display.
D
CallPilot Fax User Guide
Page 26
26 CallPilot Fax User Guide
1 800 LA PHONES.COM
P0919427 02
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