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SENDINGFAXES
1. Entertherecipient'sfaxnumberintheTofieldinthefollowingformat:FAX=##########@FaxFinder
domain name. For example theimage shows FAX=7635551234@faxfinder.example.com.
2. Addyourmessageandanyattachments.AttachmentsmustbeinTIF,PDF,PS,orTXTformat.The36MBis
the maximum file size for sending a fax through email. Text entered in the email message area appears in
the comments section of the fax cover page.
3. ClickSend.
FaxFinder
®
User Guide
11
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SENDING FAXES
Sending a Fax from the Web Interface
To send a fax through a web browser using the FaxFinder Web Management Interface:
1. TypetheFaxFinder'shostnameorIPaddressinthebrowser’saddressbarandpressEnter.
Note:Yourbrowsermaydisplaysecuritywarnings.ClickYestoproceedinInternetExplorer.ClickProceed
Anyway to proceed in Chrome. Firefox may require you to add an exception for the FaxFinder’s IP address.
2. EnteryourUsernameandPasswordandclickLogin.
3. ClickSendFax.
FaxFinder fills in Sender Information based on your user account. This information appears in sender fields on the
cover page.
4. Tovieworeditsenderinformation,clickSenderInformation.Makedesiredchanges.
5. SelectacontactlistorrecipientoptionfromtheFindRecipientlist.
Personal Contacts
Lists contacts for theuser’s account.
Personal Groups
Lists contact groups for the user’s account.
Global Contacts
Lists global contacts.
Global Groups
Lists global contact groups.
Enter Recipient Info
Select this option to fax to recipient who isn't in a contact list.
Enter Recipient Info and save a
Select this option to fax to a recipient who isn't in the contact list
Personal Contact
and save recipient information as a personal contact.
Note:Ifyouhavealargenumberofcontacts,therecipientinformationmaytakeaseveralminutestoload.
6. EnterrecipientinformationorselectthecontactorgroupfromtheContact/Grouplist.
7. ClickAddRecipient.
8. RepeatSteps5-7foreachadditionalrecipient.
9. Selectacoverpage,ifdesired.
a. SelectYestoIncludeacoverpagewiththisfax.
b. SelectaCoverPagefromthedrop-downlist.
c. EnteraSubjectandComments.
10. ClickBrowseandselectthefileyouwantfax.ThefilemustbeaTIF,PDF,PS,orTXTfile.UseAddAnother
Attachment to add other documents. Notethat 48MB is the maximum file size for sending a fax through
the web interface.
11. Selectanyoptionsforthisfax.RefertoFaxOptionsfordetails.
12. ClickSendFax.LeavingthisscreenbeforeclickingSendFaxwillclearallthedatawithoutsendingthefax.
Send Fax by Web API
FaxFinder also allows users to create custom APIs to use for faxing. This option would be unique to your
organization. Check with your administrator for help with this option.
Note:ThemaximumfilesizeforsendingafaxthroughanAPIis36MB.
12
FaxFinder
®
User Guide
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MANAGING FAXES
Managing Faxes
Checking Fax Status
When you start the fax client, it lists the faxes sent, received, and scheduled for thedefault server.
Fax Status Tabs
Fax status is shown on one or three tabs depending on which FaxFinder softwareis on the server:
■ Ifthefaxserverusessoftwareversion3.0ornewer,faxstatusissplitacrossthreetabs:Scheduled,Sent,
and Received. Click Sent or Received to view these tabs.
Viewing a Fax Status Different Server
If you have multiple fax servers associated with your Fax Client, note that fax status is shown for one server at a
time. To view faxes for a different server:
1. ClickViewServers.
2. Clickaserverfromthepop-uplist.
Note: ViewServersonlyappearsifyouhavetwoormoreFaxFindersassociatedwiththeFaxClient.
Fax Status
For outgoing faxes:
Fax Status
Description
Fax sent or received successfully.
Fax pending, scheduled but not yet sent.
Fax failed or was aborted.
Preparing to send the fax.
Sending the fax.
Fax status tabs also show:
■ Whenthefaxwasscheduled,sent,orreceived.
■ Numberofpagesscheduled,sent,orreceived.
■ Faxsubject,ifprovided,forscheduledorsentfaxes.
■ Faxrecipient
Fax Actions
You can take the following actions through the Fax Status page.
Actions
Description
Abort the fax. Scheduled faxes only.
FaxFinder
®
User Guide
13
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MANAGING FAXES
Actions
Description
Reschedulethe fax. Applies to scheduled, sent,
aborted, or failed faxes.
View fax details. Applies to scheduled, sent, aborted,
or failed faxes.
View the fax. Applies to scheduled, sent, aborted,
received, or failed faxes. If inbound archiving is
enabled on the server, you can view received faxes
also.
Save thefax. Received faxes only.
New Fax, opens Send Fax page. Print Captures only.
Rescheduling a Fax
To reschedule fax:
1. Clickthefax'sRescheduleicon.Bydefault,SendImmediatelyisselected.
2. MakedesiredchangesandclickOK.
To reschedule a Print Capture fax:
1. ClickPrintCaptures.
2. Clickthefax'sNewFaxicon.
3. MakethedesiredchangesandclickSend.FormoreinformationseeSendingaFaxwiththeClient
Canceling a Fax
To cancel ascheduled fax:
■ Clickthefax'sAborticonandclickYestoconfirm.
Administrators can also delete outbound faxes through the Web Management Interface. Consult the
Administrator's Guide for more information.
Deleting Print Captures
Users can configurethe client to delete thePrint Capture listing after sending faxes or can manually delete them as
follows:
1. ClickPrintCaptures.
2. Clickthefax’sDeleteiconandclickYestoconfirm.
Viewing a Fax
To view a scheduled or sent fax:
■ ClicktheViewiconforthefax.
14
FaxFinder
®
User Guide
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MANAGING FAXES
Viewing Fax Details
Fax Details includes the fax size, status, schedule, cover page, sender, recipient, options (scheduled only), and
delivery details (received only). To view details about a scheduled, received, or sent fax:
■ Clickthefax’sDetailsicon.
Viewing Print Capture Fax Information
Use the Print Capture page to view information on faxes sent through another application's print function.
Viewing Print Captures
■ ClickPrintCaptures.
Reschedule, view, or delete print captures as you would other faxes.
Note:Printcapturefaxesalsoappearonthefaxstatuspages,whereadditionalfaxdetailsareavailable.
Clearing Listed Print Captures
To clear the Print Capture list:
■ ClickDeleteAll.
FaxFinder
®
User Guide
15
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MANAGING CONTACTS
Managing Contacts
Managing Contacts
FaxFinder allows users to fax to global and personal contact lists.
■ GlobalContactsarestoredinthefaxserver'sglobalcontactdatabaseandareavailabletoallusers.
■ PersonalContactsarestoredwiththeuser'saccountontheserverandareavailableonlytothatuser
account.
Contact and Group Icons
Fax Status
Description
Edit the contact's information.
Deleteor Remove Contact. From the personal or global contact page,
this deletes the contact. From the personal or global group page, this
removes the contact from the group, but does not delete it from the
server.
Edit the group. Click this to add or remove contacts.
Deletethis group.
Adding Contacts
This process explains how to add individual contacts through the FaxClients. To add multiple contacts, contact
your administrator for information on importing contacts through the Web Management Interface.
1. ClickContacts.
2. Toswitchfaxserversforthiscontact,selectFaxServerfromthedropdownlist.
3. SelectanAddressBook.
Personal Contacts
Global Contacts
Note:
Your account needs access rights to add global contacts to FaxFinder. If you cannot add global contacts,
check with your administrator.
For information on adding contacts to groups, see Using Groups.
4. ClickNew.
5. Enterthecontact'sName,FaxNumber,PhoneNumber,andOrganizationandclickOK.
Editing a Contact's Information
To update a contact's information:
1. ClickContacts.
2. SelectanAddressBookfromthedrop-downlist.
3. ClicktheEditiconforthecontactrecordyouwantedit.
16
FaxFinder
®
User Guide
MANAGING CONTACTS
4. MakechangesandclickOK.
Deleting a Contact
To delete a contact's information:
1. ClickContacts.
2. SelectanAddressBookfromthedropdownlist.
3. ClicktheDeleteiconforthecontactyouwanttoremoveandconfirmthedeletion.
Configuring Default Scheduling Options
To set default faxscheduling options, including maximum number of attempts, priority, retry, and receipt options:
1. ClickFaxServers.
2. ClicktheEditUserInfoiconfortheserveryouwant.
3. EnterthedesiredsettingsandclickOK.
Synchronizing Contact Lists
Both global contacts and personal contacts are stored on the FaxFinder server with personal contacts tied to a
specific user account. Users can update contacts through both the FaxFinder Fax Client and the Fax Finder Fax
Server interface. To ensure the contact list on your fax client is current, synchronize your contacts.
To synchronize your contacts:
1. ClickContacts.
2. SelectaFaxServerfromthedropdownlist.
3. ClickSyncContacts.
4. ClickClose.
Filtering Contact and Group Lists
When looking for a specific contact or group, use filtering to narrow the displayed list. To do this:
1. IntheFilterfield,typeallorpartofthecontactorgroupname.
2. ClickApply.
Click Clear to remove the filter.
Using Groups to Manage Contacts
Using Groups to Organize Contacts
Groups are collections of multiple contacts that you can use for mass faxing. When you send a fax to a group, it is
sent to every contact in the group.
To view groups:
■ ClickContactsandselectPersonalGroupstoviewthecurrentuser'sgroups.
FaxFinder
®
User Guide
17
MANAGING CONTACTS
■ ClickContactsandselectGlobalGroupstoviewthegroupsavailabletoallusers.
Creating Groups
To create a contact group:
1. ClickContacts.
2. Toswitchfaxserversforthisgroup,selectaFaxServerfromthedropdownlist.
3. SelectgrouptypefromtheAddressBook.
Personal Group
Global Group
4. ClickNew.
5. EnteragroupNameandDescription.
6. SelectContacts.SeeAddingContactsfordetails.
7. ClickOK.
Adding Contacts to Groups
To add contacts to a group, from the New Group or Edit Group page:
1. ClickSelectContacts.
2. SelecttheAddressBookyouwant.
Group contacts can be a mix of global and personal contacts.
3. CheckthecontactsyouwanttoaddtothegroupandclickOK.
Editing Groups
To edit a group:
1. ClickContacts.
2. Selectthegroup'sFaxServer.
3. SelectgrouptypefromtheAddressBook.
Personal Group
Global Group
4. Clickthegroup'sEditicon.
5. Makedesiredchanges.
To remove a contact from the group, click the contact's Remove icon. This does not delete the contact's
information from theserver.
6. ClickOK.
Deleting Groups
To a group:
1. ClickContacts.
2. Selectthegroup'sFaxServer.
3. SelectgrouptypefromtheAddressBook.
18
FaxFinder
®
User Guide
MANAGING CONTACTS
Personal Group
Global Group
4. Clickthegroup'sDeleteiconandclickYestoconfirm.
FaxFinder
®
User Guide
19
ADDING AND MANAGING FAX SERVERS
Adding and Managing Fax Servers
Associating FaxFinder Fax Servers with the Client
After installing the FaxFinder Client software, associateit with one or more FaxFinder servers so users can send
faxes through the server.
You need the following information for each FaxFinder server:
■ IPaddress,ifyoudonothavetheIPaddress,useAutoDiscover.
■ Username
■ Password
Check with your administrator to determine which FaxFinder units to use with your computer.
1. Startthefaxclient,ifitisnotrunning.
2. ClickFaxServers.
3. AddaFaxFindermanuallyorAutoDiscoveryourservers.
■ IfyouhavetheIPaddress,clickAddtoaddtheunitmanuallyandgotoStep4.
■ IfyoudonothavetheIPaddress,continuewithStep3a.
Note:YourfirewallmayrequireyoutoselectAllowAccesstosearch.
a. ClickAuto-Discover.
b. ClicktheAddServericonfortheserveryouwanttoadd.
4. EnterDeviceinformation.IfusingAuto-DiscoverDevice,skiptoStep4c.
a. EntertheIPaddressintheServerAddressfield.
b. Ifasecureloginisrequired,checkUseSSL.
c. EntertheUsernameandPasswordrequiredbythedevice.
Check Show Password to display the password instead.
Note:Usernameandpasswordarecase-sensitive.
5. ClickOK.ClosetheAutoDiscoverDevicewindow,ifusingthatoption.
If Authentication Failureappears for that fax server, either:
■ TheIPaddressiswrong.Ifso,deletetheserver(clicktheDeleteicon)andaddtheserveragain;OR
■ Theusernameandpasswordcombinationiswrong.ClicktheEditServericonandenterthecorrect
username and password.
Managing Fax Servers
To add or manage fax servers:
■ ClickFaxServers.
The Fax Server page lists descriptions, firmware, model, and status for each fax server associated with this fax
client.
■ ClickthearrownexttoUsertoviewcurrentuserdetails,defaultcoverpageandschedulingoptions.
20
FaxFinder
®
User Guide
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