User guide

Chapter 2: Getting Started
Multi-Tech Systems, Inc. FaxFinder Admin User Guide 20
8. Adding System Users and Fax Contacts
It is recommended to get the system Users (people who will send and receive faxes through the
FaxFinder) added into the FaxFinder, and to load fax Contacts (a database of names and fax numbers
that users fax documents to) into the FaxFinder before installing the FaxFinder Fax Client Software on
a User's workstation. Each User can have their own set of Personal Contacts and all Users can have
access to the Global Contact database. The FaxFinder Client Software automatically downloads fax
contacts from the FaxFinder Server and then keeps a copy of the Contact information locally, checking
for changes when the software is used.
A. Adding Users:
a. Click on the Users link in the top navigation bar to create entries for the other users in your
office who will send faxes through the FaxFinder. For each such FaxFinder client/user, enter
the Username, Password, phone numbers and email address in the appropriate fields.
b. Click on the Add
link in the upper right-hand corner of the Users window to create a new
client user. Ensure that you click on the Update button after each entry before creating the
next one. The message “FaxFinder User updated” will appear above the section.
c. An alternative method for populating the User database is Comma Separated Value
importation.
Note:
By default, there is an Administrator user that cannot be deleted, but you can click on the
Edit
action item to change the information and password.
B. Adding Fax Contacts:
a. Click on the Contacts link in the top navigation bar. Then click on the Global sub-category
found in the left-hand navigation frame to create fax contact entries available to all users.
b. Click on the Add link to enter contact information (Name, Fax Number, Phone Number and
Organization) one contact at a time.
c. The Import link lets you import a CSV based file containing multiple contacts. Each contact
(each line within the CSV file) must be made up of 4 fields (name, fax number, organization,
phone number).
9. Save your Configuration to a File on the Local PC
Now that you
have setup the FaxFinder unit to the necessary configuration, it is a good idea to save
the parameters in case the unit needs to be restored after a factory default. This will save you time if
you want to test different settings or need to do some troubleshooting as you will be able to return to
these settings easily. Click on the System Configuration top navigation link and then click on the
Save/Restore link in the left-hand pane. In the Save/Restore Configuration window, click on the Save
Config link in the upper right hand corner to save what you have set so far. The file name
"config_nnn_date.bin" (with the n’s replaced by the version number) will appear in the dialog for
where you can store the file. This config file can then be used to restore the FaxFinder to this
configuration.