FaxFinder® User Guide
FAXFINDER® CLIENT USER GUIDE FaxFinder® Client User Guide Models: FF240, FF440, FF840, FF240-IP FF130, FF230, FF430, and FF830 Part Number: S000523, Version 5.0.2 Copyright This publication may not be reproduced, in whole or in part, without the specific and express prior written permission signed by an executive officer of Multi-Tech Systems, Inc. All rights reserved. Copyright © 2013 by Multi-Tech Systems, Inc. Multi-Tech Systems, Inc.
CONTENTS Contents Introduction............................................................................................................................................................. 5 About FaxFinder Client.................................................................................................................................................. 5 Starting the Client ..................................................................................................................................
CONTENTS Deleting Groups ........................................................................................................................................................ 18 Adding and Managing Fax Servers ......................................................................................................................... 20 Associating FaxFinder Fax Servers with the Client .....................................................................................................
INTRODUCTION Introduction About FaxFinder Client Use the FaxFinder Client to send faxes through the FaxFinder Fax Server. You can send faxes directly from your computer through the client or through applications such as Microsoft Word. Multi-Tech provides three manuals for use with FaxFinder: ■ User Guide (this document) includes details on sending faxes and using the client software. ■ Administrator Guide provides details on installing, configuring, and managing FaxFinder.
SENDING FAXES Sending Faxes Sending a Fax with the Client To send a fax using the FaxFinder Client: 1. 2. 3. Click New Fax. To change fax servers, select a FaxFinder from the Fax Server drop-down list. Add fax recipients. To fax to recipients not in a contact list: a. b. c. Click To. Enter recipient details. Note: To save recipient information, check Add to Personal Contacts. Click OK. To select recipients from a contact list: a. b. Start typing the recipient's name.
SENDING FAXES a. b. 7. Highlight a document in Recent Attachments. Click Add. To send the fax immediately, click Send. To schedule the fax, click Options. a. b. Uncheck Send Immediately and enter the specific Date and Time. For other options, refer to Scheduling Options for details. Click OK to save settings and click Send to send the fax. Fax Options Option Description Max Attempts Enter the maximum number of times you want FaxFinder to try to send the fax to a recipient.
SENDING FAXES To send a fax through another program: 1. 2. 3. Create the document that you want to fax and save it. Select Print. Select Multi-Tech FaxFinder as your printer and click OK (or Print depending on the program). The FaxFinder New Fax window opens. Refer to Sending a Fax with the Client for help using this window. Using the Mac Print Plug-in to Send a Fax Mac client software installation included a print plugin workflow that use OS X’s built-in PDF support.
SENDING FAXES 3. Open the PDF drop-down list in the lower left corner and select Send to Multi-Tech FaxFinder. The document is converted to a PDF and sent to the FaxFinder Client. 4. In the FaxFinder Client, the document appears under Selected Attachments on the lower-right. You can add other attachments, if desired. Select recipient(s) in the To field, add an optional Cover Page and click Send. 5.
SENDING FAXES Sending a Fax from Email (T.37) You can send an email as a fax using the T.37 format in the To field in Microsoft Outlook. You will need the domain name of the FaxFinder unit and the recipient's fax number.
SENDING FAXES 1. Enter the recipient's fax number in the To field in the following format: FAX=##########@FaxFinder domain name. For example the image shows FAX=7635551234@faxfinder.example.com. 2. Add your message and any attachments. Attachments must be in TIF, PDF, PS, or TXT format. The 36MB is 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. Click Send. 3.
SENDING FAXES Sending a Fax from the Web Interface To send a fax through a web browser using the FaxFinder Web Management Interface: 1. Type the FaxFinder's hostname or IP address in the browser’s address bar and press Enter. Note: Your browser may display security warnings. Click Yes to proceed in Internet Explorer. Click Proceed Anyway to proceed in Chrome. Firefox may require you to add an exception for the FaxFinder’s IP address. 2. Enter your Username and Password and click Login. 3. Click Send Fax.
MANAGING FAXES Managing Faxes Checking Fax Status When you start the fax client, it lists the faxes sent, received, and scheduled for the default server. Fax Status Tabs Fax status is shown on one or three tabs depending on which FaxFinder software is on the server: ■ If the fax server uses software version 3.0 or newer, fax status is split across three tabs: Scheduled, Sent, and Received. Click Sent or Received to view these tabs.
MANAGING FAXES Actions Description Reschedule the 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 the fax. Received faxes only. New Fax, opens Send Fax page. Print Captures only. Rescheduling a Fax To reschedule fax: 1. 2. Click the fax's Reschedule icon.
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: ■ Click the fax’s Details icon. 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 ■ Click Print Captures.
MANAGING CONTACTS Managing Contacts Managing Contacts FaxFinder allows users to fax to global and personal contact lists. ■ Global Contacts are stored in the fax server's global contact database and are available to all users. ■ Personal Contacts are stored with the user's account on the server and are available only to that user account. Contact and Group Icons Fax Status Description Edit the contact's information. Delete or Remove Contact.
MANAGING CONTACTS 4. Make changes and click OK. Deleting a Contact To delete a contact's information: 1. 2. 3. Click Contacts. Select an Address Book from the drop down list. Click the Delete icon for the contact you want to remove and confirm the deletion. Configuring Default Scheduling Options To set default fax scheduling options, including maximum number of attempts, priority, retry, and receipt options: 1. 2. 3. Click Fax Servers. Click the Edit User Info icon for the server you want.
MANAGING CONTACTS ■ Click Contacts and select Global Groups to view the groups available to all users. Creating Groups To create a contact group: 1. 2. 3. 4. 5. 6. 7. Click Contacts. To switch fax servers for this group, select a Fax Server from the drop down list. Select group type from the Address Book. Personal Group Global Group Click New. Enter a group Name and Description. Select Contacts. See Adding Contacts for details. Click OK.
MANAGING CONTACTS 4. Personal Group Global Group Click the group's Delete icon and click Yes to confirm.
ADDING AND MANAGING FAX SERVERS Adding and Managing Fax Servers Associating FaxFinder Fax Servers with the Client After installing the FaxFinder Client software, associate it with one or more FaxFinder servers so users can send faxes through the server. You need the following information for each FaxFinder server: ■ IP address, if you do not have the IP address, use Auto Discover. ■ Username ■ Password Check with your administrator to determine which FaxFinder units to use with your computer. 1. 2. 3.
ADDING AND MANAGING FAX SERVERS ■ Click the arrow next to Schedule Options to view current default settings. Fax Server Icons Icon Description Edit server login information and enable/disable SSL. Attempt to reconnect a disconnected server. Delete fax server from this fax client. Edit user account information and set default cover page and scheduling options. Add fax server. Editing Fax Server Settings To edit the username, password, and secure login status for a FaxFinder: 1. Click Fax Servers. 2.
CONFIGURING USER ACCOUNTS Configuring User Accounts Setting a Default Cover Page for Your User Account To include a cover page with every fax by default: 1. 2. 3. 4. 5. Click Fax Servers. Click Edit User Info. Check Yes to Include Cover Page. Select a Default Cover Page from the drop down list. Click OK. Editing User Information To edit your user information: 1. 2. 3. Click Fax Servers. Click Edit User Info icon. Make desired changes and click OK.
CONFIGURING USER ACCOUNTS Field Description Fax Priority When multiple faxes are scheduled for the same time, FaxFinder sends those with a high priority before those with a low priority. Options, from highest to lowest priority, are: ■ 1st Priority ■ High ■ Medium/High ■ Medium ■ Medium/Low ■ Low Retry Interval Enter the number of seconds FaxFinder should wait between retry attempts when a fax does not complete.
CONFIGURING THE CLIENT Configuring the Client Configuring Fax Client To set header date and time format and configure fax client behavior: 1. 2. 3. Click Configuration and select General Configuration. Make desired changes. Click OK.
CONFIGURING THE CLIENT Configuring Contacts 1. 2. Click Configuration and select Contacts Configuration. Select a Default Address Book. Options are: ■ Personal Contacts ■ Global Contacts ■ Personal Groups ■ Global Groups ■ Outlook Contacts (Windows only) 3. (Windows only) To include Microsoft Outlook contacts, check Include Outlook Contacts. (Mac only) To include Address Book contacts, check Include Address Book Contacts. 4. Click OK.
CONFIGURING AND VIEWING LOGS Configuring and Viewing Logs Configuring Log Options To configure fax log settings for the fax client software on your computer: 1. 2. 3. Click Logs. Set a Log Level. Refer to Logging Options, for details. Select a folder for Log Location. a. b. 4. Click Browse. Highlight the folder you want and click Select Folder. To close Manage Logs, click OK. Logging Options 26 Field Description None No log data captured.. Errors Collects the least information.
CONFIGURING AND VIEWING LOGS Viewing Fax Logs To view the current log: ■ Click Logs and then click View Log. To open the log folder to find and view any log file: 1. 2. Click Logs and then click View Application Data. Double-click a log file in the Logs folder to open it. Deleting Logs To erase the current log: 1. 2. 3. Click Logs Click Delete Log and confirm the deletion. To close Manage Logs, click OK. To delete all log files: 1. 2. 3. Click Logs Click Delete All Logs and confirm the deletion.
MULTI-TECH TIFF VIEWER Multi-Tech TIFF Viewer Use the Multi-Tech TIFF Viewer to view faxes as an image. You can view thumbnails, zoom, magnify, scroll, and rotate the fax image. You can also use it to manipulate and alter the graphic files. Toolbar Icons Image Icon Description Open File Opens image. Print Prints image. Copy Copies image. Normal view Restores the image to the normal view. Fit to Width Resizes the image to fit the width of the viewer window.
MULTI-TECH TIFF VIEWER Image Icon Description Flip Vertical Flips the image vertically. Invert Black/White Reverse the colors on black and white images. Disabled for color TIF files. Info Displays information about image, including file name and path, compression, dimensions, colors, and resolution. Quit Exits the viewer. About Viewer software information. Thumbnail View The thumbnail image on the left of the viewer window shows a small version of the current image as well as the dimensions.
INSTALLING FAXFINDER CLIENT ON WINDOWS OR MAC Installing FaxFinder Client on Windows or Mac Installing FaxFinder Client Software on Windows FaxFinder Fax Client software allows users to send faxes through the Client or any application with a print option. Install the FaxFinder client software on each user's computer and then associate it with a FaxFinder unit. You can push the client software out to user computers or install it on one computer at a time.
INSTALLING FAXFINDER CLIENT ON WINDOWS OR MAC FaxFinder Printer Usage Rights If your users have a problem printing faxes, verify usage rights for the printer. 1. 2. In Windows, open the printer's Properties. On the Security tab, verify the following checked under Allow: ■ Print ■ Manage Printers Installing FaxFinder Client Software on a Mac You need Mac OS X 10.7 or newer to install the FaxFinder Client for Mac. To install the client on a Mac 1. Mount the disk image (.
INSTALLING FAXFINDER CLIENT ON WINDOWS OR MAC 32 3. To override the warning, right-click or control-click on InstallFaxFinderClient.pkg and select Open from the pop-up menu. 4. If you get another warning that InstallFaxFinderClient.pkg is from an unidentified developer. Click Open to continue.
INSTALLING FAXFINDER CLIENT ON WINDOWS OR MAC The installer launches in the background. If other application windows are open, you may need select the Installer app in the Dock or use Command-Tab to scroll through active applications to select the Installer so that Installer window displays in the foreground. 5. Follow on-screen instructions to install the FaxFinder Client. Close the Installer when complete. 6. Unmount the disk image after closing the Installer.
INDEX Index A add contacts....................................................................16 contacts to groups ...................................................18 documents .................................................................6 recipients ...................................................................6 API faxing ......................................................................12 C client software associate with FaxFinder unit ..................................20 install........
INDEX filter list....................................................................17 groups ...........................................................................17 I install client software .........................................................30 client software on Mac ............................................31 client software on Windows....................................30 L log delete .......................................................................27 level.........................
