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Outlook Integration
The most common way to send faxes through the NET SatisFAXtion server is to use
the Outlook Integration. When the Client Suite is installed on a user’s
computer, the Outlook Integration adds functionality to the Outlook Client that
gives you several ways to create a new fax message. The simplest way to
create a new fax message is to click on the Fax button that has been
added to the toolbar:
Clicking on the Fax button will create a new fax message
which has two tabs. The first tab is simply the Message Tab, which allows you
to enter text as it would appear on a cover page. The second tab is the Fax
Options Tab which allows you to change default settings such as your voice
and fax numbers, the cover page to be used, billing codes, fax resolution, etc.:
You do not need to click the Fax button to start a
new fax, though. You can simply start a new Outlook message by clicking on
the New button and then select an option from the Fax menu option:
From this menu, the option can choose to Select fax
recipients from Address Book. If that option is selected, all Address Books
available to the user through their normal Outlook installation are available to
address the fax. If the user has populated the Business Fax field in an
address record, the phone number in that field will be used to address the fax
document. Outlook displays the word FAX as the E-mail Type when the Business Fax
field has been populated:
Another way to create a new fax message is to open your Outlook Address Book and
right-click on an entry that contains an E-mail Type of FAX.
If an address record for the desired recipient has not been
created, the user can still address the record by selecting the Add Fax
Recipients To This Message menu item. By adding the Name, the Company and the
Fax Number an clicking the Add button, the fax will be addressed to that
individual. The dialog box remains open so that additional destinations can be
added:
Regardless of the method used to address the fax message,
the address will be appropriately formatted for the type of mail gateway
installed on your fax server. The following is a sample with the address
formatted for an SMTP gateway:
When the Send button is clicked, the document will be
delivered to NET SatisFAXtion and be prepared and scheduled for
delivery. If you have chosen the option to preview all faxes, the following dialog box
will appear when your fax is ready to be transmitted:
If you click on the Preview button, the image viewer
that was selected as part of the client installation will open with the document
to be faxed. Since the NET SatisFAXtion fax viewer was selected for this client
install, the document will appear as follows:
The default cover page has been populated with addressing
information for this faxed document. By clicking on the individual pages in the
left column, you can view each page of the document prior to it being sent.
Before clicking on the Attach to E-mail button, you can add pages from other
applications to this document. Simply leave this window open, switch to
another application and print that document to the FaxOut printer. The
pages of that document will be combined with those already in the viewer and
will become a single attachment to the fax message.
If you chose to install the Real-Time monitor during the installation of the
Client Suite, you'll be able to monitor the progress of your fax.
When the fax server has an available line and is ready to
deliver the fax, a dialog box will appear on the your computer showing the
real-time status of the fax transmission:
Once the fax has been delivered successfully or has failed
after its final attempt, an email notification will be sent to you:
For usage instructions on other tools, click on one of the following links:
Using the Office Integration
Using the Application Integration
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