CallPilot Desktop Messaging User Guide

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Table Of Contents

Contents
How to get Help
- Getting Help from the Nortel Web site
- Getting Help over the phone from a Nortel Solutions Center
- Getting Help from a specialist by using an Express Routing Code
- Getting Help through a Nortel distributor or reseller
Welcome to My CallPilot
Getting started
- About this guide
- What you need
- To download audio players
Logging in
- To log in to My CallPilot
- To change to another server
- To change to another language
- To log in using secure login
- To log in remotely
- To log out
- Logging in to environments with multiple CallPilot servers
CallPilot Messages tab
- Your Message List
- To check for new messages
- To open a message
- To select a message
- To delete a message
- To select your telephone or computer to play and record voice messages
Playing voice messages
- To play a voice message the quick way (Windows only)
- To play a voice message in a mixed voice, fax, or text message
Viewing fax messages
- To view a fax message
Composing voice messages
- Allow User to send voice messages to non-CallPilot recipients
- (for CallPilot server release 3.0 and above)
- To record and send a new voice message
- To save a newly created voice message as a file
Composing fax and text messages
- To create and save a fax file
- To compose and send a fax or text message
Calling the sender of a message
Forwarding and replying to messages
- To forward or reply to a message
Adding attachments to messages
- To attach a file to a message
Setting message options
- To set message options
Addressing messages
- To address a message from the Address Book
- To address a message in Special Addresses
- Searching External E-mail Address Books (LDAP databases)
CallPilot Features tab
Greetings
- For Internet Explorer users:
- For Netscape Navigator users:
- Recording a greeting
- Setting an expiry date
- Removing voice greetings and personal verification
Setting up message notification
Setting Up Message Forwarding
Managing personal distribution lists
- To edit, delete, or create personal distribution lists
Changing your CallPilot password
Changing your telephone options
- To assign a custom operator number for callers
- To set times and options for blocking messages from callers
- To turn Auto Login on or off and define allowed numbers
- To enable or disable Message Waiting Indicator Dialing Numbers
Setting up telephone access to e-mail
- To set up an e-mail account for telephone access
Changing fax printing options
- To change the default printer
- To turn Auto printing on or off
- To turn fax separator page printing on or off
Setting up links to your e-mail accounts
- To set up an e-mail link
- To configure an external e-mail server
Setting messaging preferences
- To change Message List columns
- To add a signature
- To change environment settings
- Macintosh Preferences window
Choosing a home page for My CallPilot
E-mail tab
- To open a message
- To delete a message
- To compose and send a new message
- To forward and reply to messages
Useful Information tab
Protecting the security of your mailbox
Appendix A: Remote Text Notification for Microsoft Outlook and BlackBerry Devices
- Notification message format
- Requirements
- Configuration steps
- To create a notification folder
- To route notification messages to the holding folder
- To configure e-mail redirection
- To set up deletion of notification messages
- To activate AutoArchive
Document information

CallPilot Messages tab

To access your CallPilot messages, click the CallPilot Messages tab. You can access

voice messages and view faxes, delete, forward, and reply to messages, and

compose new messages.

Your Message List

To check for new messages

To see new messages, click Refresh. New messages appear in Bold.

You can sort your mailbox message list through the Read/Unread, Priority, and Subject

columns, as well as the From and Received columns.

The messages are sorted by simply clicking on the column headings.

Note: Only the messages currently displayed are sorted, which may not be the entire

message list.

To open a message

To open a CallPilot message, click the voice, fax, or text icon in the Attachments column

beside the message, or click any underlined part of the message line. See Playing

voice messages, on page 18, and Viewing fax messages, on page 20.

To select a message

To select a CallPilot message, check the box at the far left of the message line. When a

message is selected, you can delete, forward, or reply to it.

Use the

embedded

CallPilot

Player, if

available, to

play and

record voice

messages

Messages tab

Attachments:

Voice

Tex t