Castelle FaxPress Specifications Page 596
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FaxPress User’s Guide
22—14
Automated Faxing
You can also send faxes to GoldMine contacts using GoldMine Automated
Processes, if you have previously set up the process to fax a document using the
Print Form
option.
When a fax is sent using Automated Faxing, an entry is made to the contact
history.
For more information about Automated Faxing, see your GoldMine manual.
- FaxPress 1
- Contents 5
- Appendices 13
- Administrator’s 15
- Introducing the FaxPress 1 17
- FaxPress User’s Guide 18
- FaxPress SBE 20
- FaxPress 2500 20
- FaxPress 5000 20
- FaxPress 7000 21
- FaxPress 7500 DID 21
- FaxPress 7500 E&M 21
- Package Contents 24
- Documentation 26
- Castelle Resources 27
- Web Site 28
- Installing the Server 2 29
- Administrative Tools 31
- LED Indicators 32
- Operating System Requirements 34
- Installing the Software 36
- Install FaxPress 37
- Install FaxPress Server 39
- Windows 98/Windows ME 39
- Windows NT/2000/XP (TCP/IP) 40
- Continue 43
- Gateway IP Address 43
- 6. In the 52
- screen, select the 52
- Select Type of Installation 62
- 6. Select 63
- 7. In the 63
- FaxPress Netware Installation 64
- FaxPress Setup 65
- Obtain key 68
- 8. Select the 75
- FaxPress Novell Installation 76
- when you are finished 77
- CD-Drive-Letter:\AutoRun.exe 83
- Castelle Storage Server 85
- Storage Server Welcome 86
- Next> 86
- "Installing the 93
- Client" on page 2-1 93
- Installing the Client 3 95
- Question 101
- Documents 102
- Documents Directory 102
- Select Program Folder 102
- Next> 102
- Create remote 105
- Select Component 105
- Destination Path 105
- 3. Select 108
- Destination Directory 110
- Setup Complete 113
- Terminal Server 114
- About Citrix MetaFrame 115
- Citrix Published Applications 115
- FaxPress Supported 116
- WinFrame Versions 116
- Preparing the Terminal Server 119
- 14. In the 126
- 15. Click 126
- Published Applications 130
- Mail and Fax 132
- Properties 133
- Show Profiles 133
- User Profile 133
- Properties 133
- File Manager 142
- Windows Explorer 142
- Castelle FaxPress Setup 143
- Install 143
- To uninstall the FaxPress 144
- What’s In This Chapter 145
- Add-On Products Overview 146
- Fax Archive 147
- 6. In the next 150
- 7. Click 150
- Configuring FaxPress 5 153
- Overview 154
- Logging into FaxPress 155
- Locate Your FaxPress Server 157
- Login to a FaxPress Server 160
- User Properties Dialog 161
- User Properties 161
- button. The 162
- dialog box is displayed 162
- Configuring Server Settings 163
- Configuring Line Settings 165
- Configuring Internet Faxing 171
- Castelle Internet Fax (CIF) 172
- Outgoing Faxes 172
- Send faxes through the 172
- Internet Fax 172
- Receiving 176
- Dialing Properties 177
- Dialing Rules 177
- Advanced Functions 182
- Supported Functions 184
- Load Sharing— 185
- NDS Authentication — 186
- SSO Groups 187
- Serial Number Groups 187
- Global Groups 188
- Selecting User Authorization 190
- User Authentication 191
- Enable Single Sign On 192
- Viewing Server Information 197
- 2. Click on the 198
- Load Sharing 199
- Performance Considerations 200
- E&M" on page -1 201
- DTMF Automatic Fax Routing 210
- Administrator Utilities 6 213
- Administrator Utilities 215
- FP Configurator for TCPIP 217
- Troubleshooting 218
- Advanced 221
- Settings 221
- FP Configurator for IPX 223
- Troubleshooting Support 224
- Phone Books 228
- Convert 230
- , select a user or group 232
- Server Name 236
- Destination 237
- 5. Click the 238
- button 238
- Importing Network Users 240
- dialog 243
- Option Verification Window 247
- <Back 247
- Line Scheduler 249
- Stopping the Line Scheduler 251
- Managing Users 7 253
- Configuring the User 255
- Creating User Accounts 256
- Installing ADSI 257
- Importing NT Users 258
- Using Single Sign On (SSO) 267
- Assign Users to Groups 268
- Create or Convert Mailbox 269
- Configuring User Properties 271
- Configuring a User Printer 277
- Archive Settings 282
- Network Details 284
- Remove Network Association— 285
- Administering FaxPress 8 287
- Administration Folders 289
- Billback Code Table 290
- Product Activation Key 290
- Approval 290
- Fax Lines 291
- Corporate Phone Books 291
- FaxPress Archive 291
- Managing Transaction Logs 292
- Viewing Transaction Logs 294
- To Save Transaction Logs 295
- Printing Transaction Logs 295
- Defining Bill Back Codes 296
- Importing Bill Back Codes 297
- Exporting Bill Back Codes 297
- Configuring Fax Approval 300
- Select Approvers 302
- Approve Faxes 303
- Configuring Fax Lines 305
- Fax Line 306
- FaxPress Phone Books 307
- Create FaxPress Phone Books 308
- Import a Phone Book File 309
- ODBC Database Phone Book 311
- External Database Phone Books 312
- Add Database 312
- Phone Book 312
- Database Phone Book 312
- Create Phone Book Views 313
- Create Table Joins 317
- Build Fax Numbers 318
- Make Views Visible 319
- FaxPress Drop Directory 325
- Example: 327
- INTERVAL 327
- Drop Directory Users 328
- ##NOPRINT 332
- Job Data Files 333
- Job Notice Files 333
- Castelle SimpleFax Utilities 334
- Archiving Faxes 10 339
- The FaxPress Archive Program 342
- An MS SQL or Access Database 342
- Overview Archiving Faxes 343
- Preparing for Installation 344
- Databases 345
- Installing FaxPress Archive 349
- Select Installation 350
- Administrator Installation 350
- Add On Products 351
- 5. Select 352
- 6. Click 352
- Select Mode 355
- Select Database 356
- Configure MS SQL Database 358
- FaxPress Selection 359
- Add > 359
- Add All>> 359
- Fax Archive Location 360
- Archiving Transmitted Faxes 360
- Archiving Transaction Logs 362
- Archive Options 363
- Encrypt archived faxes 363
- Password 363
- Purge Sent Faxes 365
- Purge Received Faxes 365
- Starting Archive Services 367
- Updating FaxPress Archive 368
- Managing Archived Faxes 369
- Archived Faxes 370
- Filtering Archived Faxes 373
- Fax Status— 377
- Managing Saved Faxes 378
- Using FaxPress Archive 380
- Incoming Fax Information 387
- Outgoing Fax Information 388
- Transmitted Log Information 389
- Received Log Information 390
- FPFaxInfo Table 391
- FP Users Table 392
- FP Job Type Table 392
- FP File Info Table 393
- FP UNC Table 394
- FPMiscInfo Table 394
- FPBillback Table 395
- FPTransactInfo Table 395
- FPReserved Table 397
- Archive Table Relationships 398
- faxes would 399
- Transmitted 400
- Received 400
- FaxPress Basics 11 405
- Neighborhood 406
- FaxPress Neighborhood 407
- Incoming Faxes 408
- Archived Transmitted Faxes 409
- Archived Received Faxes 409
- Print Queues 410
- Cover Pages 410
- Personal Phone Books 410
- Personal Folders 412
- Saved Faxes 413
- Favorite Documents 413
- Favorite Messages 414
- Cover Page Templates 414
- • Supervisor 415
- Sending Faxes 12 417
- Castelle DCX Driver 420
- Send Fax 420
- Using FaxPress Icon in Word 421
- Castelle FaxPress 423
- Sending Faxes from Faxmain 424
- Addressing the Fax 426
- Attaching Files 428
- Attaching Native Documents 429
- Specifying Delivery Options 431
- Sending the Fax 432
- Adding New Recipient 435
- Sending Faxes with FaxTray 438
- Sending Faxes from Explorer 439
- Managing Sent Faxes 440
- Saving Faxes 441
- Printing Faxes 442
- Resending Faxes 442
- Deleting Faxes 443
- Holding Outgoing Faxes 444
- Forwarding Faxes via Email 446
- Approving Fax Transmission 448
- Viewing Fax Properties 450
- Refreshing the Queue 451
- Receiving Faxes 13 453
- Overview Receiving Faxes 455
- Save As 455
- Route 456
- Incoming 456
- Fax Queue 456
- Viewing Faxes 458
- Viewing Faxes Receiving Faxes 459
- Saving a Fax 460
- Deleting a Fax 461
- Forwarding Faxes 461
- Forwarding Faxes Manually 465
- Sending a Fax 467
- Routing a Fax 468
- Forwarding a Fax via Email 469
- Setting General Options 475
- Selecting Viewer Application 477
- Setting Default Phone Books 478
- Setting Startup Options 480
- Setting Tracing Criteria 481
- Printing Faxes 15 483
- Printing a Fax 485
- Printing a List 488
- Managing Stored Faxes 16 491
- Notices and Alerts 17 503
- Using Notices 504
- View a Notice 505
- Delete a Notice 507
- Print a Notice 507
- Using TrayFaxAlert 508
- Setting Up TrayFaxAlert 509
- View Notices 513
- Viewer Options 514
- Creating Cover Pages 18 515
- Creating a Master Cover Page 517
- Importing Graphics 520
- Add Substitution Variables 521
- Sample Cover Page 524
- Save Cover Page Master 525
- Use European Characters 525
- User Name 527
- Cover Page Name 527
- Publishing Cover Pages 528
- 4. In the 529
- Creating Phone Books 19 531
- Type of Phone Books 534
- Formatting Phone Numbers 535
- Creating Local Phone Books 536
- Creating Personal Phone Book 550
- Create a Group 551
- Export FaxPress Phone Books 553
- Editing a FaxPress Phonebook 554
- Using Favorite Documents 558
- Attachments List 560
- Add to Favorite 560
- Attach a Favorite Document 562
- View a Favorite Document 564
- Using Favorite Messages 565
- Add Favorite Message 566
- Rename a Favorite Message 567
- Delete a Favorite Message 567
- View a Favorite Message 568
- Merging Faxes 21 569
- Installing FaxMerge 572
- Creating a Main Document 573
- Mail Merge icons 575
- Attaching a Data Source 576
- Inserting Merge Fields 579
- Faxing the Merged Documents 581
- What Happens 582
- Connecting to GoldMine 22 583
- Uninstalling 586
- Faxing with the FaxPress Link 587
- Faxing Merged Forms 589
- Creating Templates 591
- Updating GoldMine Templates 594
- Configuring FaxPress Login 595
- Automated Faxing 596
- FaxPress Guide 598
- Appendix A 599
- Windows 95 only 600
- Installing ODBC Drivers 601
- Add a New Data Source Name 602
- System Data Source 606
- SQL Server 606
- Description 607
- Connect to Phone books 610
- Appendix B 613
- Online Troubleshooting Help 614
- Powering Up the FaxPress 614
- Changing the FaxPress Fuse 614
- Interpreting LEDs 615
- Parallel 618
- Mailbox/Print Queues 618
- Faxmain tree 618
- Problems in Sending Faxes 619
- Faxes Becoming Failed Faxes 620
- Problems in Receiving Faxes 622
- Sequence 623
- Appendix C 625
- Appendix D 629
- Ringer Equivalency Number 630
- Jack Type Needed 630
- Incidence of Harm 630
- FCC Part 15 Warning 631
- FCC Part 68 Information 631
- Fax Branding 632
- Electrical Safety Advisory 633
- French Safety Advisory 634
- CTR21 Declaration 637
- Appendix E 639
- FaxPress 7500-DID 640
- Interface Connections 641
- Fax Server Interface 641
- DID Conversion Interface 641
- DID Interface LEDs 642
- FaxPress 7500-E&M 644
- E&M Conversion Interface 645
- E&M Interface LEDs 646
- Ground Battery M 647
- Open Ground E 647
- FaxPress 7500 Fax Server LEDs 648
- Before You Begin 649
- Cabling the FaxPress 7500 650
- Configuring Mailbox IDs 652
- Receiving Misaddressed Faxes 654
- ELEPHONE 659
- NTERFACE 659
- FaxPress 7500 Technical Data 660
- Direct Inward Dialing (DID) 662
- E&M 662
- FCC Statement 663
- Safety Information 663
- UL Safety Requirement 664
- Index —1 665
- Index —2 666
- Index —3 667
- Index —4 668
- Index —5 669
- Index —6 670
- Index —7 671
- Index —8 672
- Index —9 673
- Index —10 674
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