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

Creating a notification holding folder

You can create a holding folder for your CallPilot e-mail notification messages so that

they are stored separately from your other messages. To store messages in the folder,

follow these steps:

1 Create an Outlook folder for the notification messages.

2 Configure Outlook to route CallPilot notification e-mail messages to the folder

using the Rules Wizard.

To create a notification folder

1 Start Outlook.

2 In the Folder List, select Outlook Today.

3 From the File menu, choose New > Folder. The Create New Folder dialog box

appears.

4 In the Name box, type CallPilot Notification, and then click OK. The CallPilot

Notification folder appears in the Folder List.

To route notification messages to the holding folder

1 Choose Tools > Rules Wizard. The Rules Wizard dialog box appears.

2 Click New. The first panel of the Rules Wizard appears.

3 In the list of rule types, select Check messages when they arrive, and then

click Next.

4 In the list of rule conditions, check With Specific words in the subject box.