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1. cceessecesncecesececeseeeceeeeecseeeecseeeeesaeees 52 14 5 Archive Fax and Voice Message scscsssisisceisassvcisassdaacyassien ss cececasasusnacessvedensnneees 52 TAG Quick EENEG 53 4 7 Fax Properties cites ne pat ek lied otal Dieted EN ees SE 14 8 Voice PLOPETUES 5 esirin ensein niee ara EEE e E S T E 55 15 Manage User Acco ntS iirin ir igite e e te ie 56 E eegener Depart Ments 5 503 ee EN 56 15 2 Man g Us rS mna ea ea a a REN AE EER ege 57 IS 2 Add amew User dee ET 58 15 2 2 Edit an existing user ACCOUNL ai siete aie nd aaltepet 59 FaxMind Server User s Manual 15 2 3 Remove User ACCOUND EE 60 RE 61 15 3 Importusers from CSV File Seane dese eal ere ege 61 15 4 Import users from a Google Apps cceeececeeseeceeseeceeneeceeeeeceeneeceeeecseeeeenaeees 61 15 5 Import users from vCard vef files cece ceeseeceececesececeeececeeeeecseeeectteeeesaeees 61 15 6 Export Users to CSV Tle ssvscceissocsasccin jedexiseavsasideysaeaasassnastasdeaataiesbaaedcecuanaseens 62 16 Watase Public EE 62 16 1 Manage contact EENG 63 16 2 Manage Contacts deene EEN en NEE 63 16 2 Adda new EE E 63 16 2 2 Edit an existing public contact eeh deeg 64 16 2 3 Remove Public Contacts sote 2e ee deet eege ut 64 16 3 Exporting contacts from other mail providers 00 0 0 ce seeeseceeeceeeeeeeenaeenseeeees 65 16 4 Import contacts from CSV Pilesi c isda ateantel apace enn ee 66 16 5 Import Google contacts to Fax Mind cec
2. Accounts Fax Devices 0 Departments 0 POP3 califsales faxmind com at pop faxmind com Al shared fax devices SMTP califsales faxmind com at smtp faxmind com Google Docs London Office 3 E mail london faxmind cemn Modified Wednesday February 27 2013 Accounts Fax Devices 0 Departments 0 POP3 london at www faxmind com All shared fax devices Fetching mail settings Check for new email every 60 seconds Auto Response E mail Filtering list Leave a copy of messages on mail server Delete all history emails Fetching mail settings e Check for new email every x seconds Specify how often the FaxMind connects to the mail server to retrieve mails for outbound faxes e Leave a copy of messages on mail server By default after a message is downloaded from a POP3 e mail server it is deleted from the server However if you have turned on the Leave a copy of messages on the server option the message remains on the mail server e Auto Response E mail Filtering list In order to prevent mail loops the FaxMind server will not accept messages that contain Re Fwd fw etc in the Subject line Click this button to configure the filtering list e Delete all history emails Click this button to delete all downloaded email messages in the X FaxMindData Emails folder Manage Configuration Profiles 19 FaxMind Server User s Manual e To add new configuration profile On toolbar click New button in Con
3. Attached Manual docx FaxMindCoverPage pdf Documents will be faxed See Supported File Formats for details Message body CP 1 Attach the cover page which has an abbreviation of fm to the fax S Testing Fax The subject of the fax This text is inserted in the Subject field of the coverpage From the hello line in the body will be regarded as Memo which will be inserted in cover page See also Email Macros Supported File Formats 1 5 System Requirements The following minimum requirements do not take into account running multiple applications simultaneously To guarantee stable operation the computer should exceed these recommendations Microsoft Windows XP or above both 32 bit and 64 bit editions 1 2GHz or higher processor Dual core recommended 1 GB of memory 2 GB recommended Disk space 50MB for application and at least 1GB for working space Video display capable of 16 bit color and 1024 x 768 resolution Ethernet Network Card TCP IP network protocol installed Internet or Intranet communication capabilities Microsoft NET Framework 2 0 Access to a standard SMTP POP3 Email server like Google Gmail your ISP s mail server Microsoft Exchange Server Lotus ect One or more Fax Class 1 1 0 2 2 0 or 2 1 modems boards Supported Dialogic Diva Boards Diva BRI 2FX PCI Diva BRI CTI PCI Diva BRI 2 V2 PCI PCle Diva UM BRI 2 V2 PCI PCle Diva 4BRI V2 PCI PCle Diva UM 4BRI V2 PCI PCle Diva
4. DateTime Fax transmission date and time Date Fax transmission date Time Fax transmission time Additional Fax s details for Notification Emails and SMS messages Macros Description FaxID Fax Voice message ID CallerlD Caller s fax number Calling Number Display CSID Caller s called subscriber identification Duration Total length in seconds of the sending receiving time Submission Fax submission date and time StartTime Starting date and time for sending receiving fax 43 FaxMind Server User s Manual EndTime Ending date and time for sending receiving fax Attempts How many times FaxMind will try to send out the fax Resolution Fax resolution FaxName Fax file name FileSize Fax file size PhoneType Local Long distance International or Direct dial calls Status Brief description of fax result LastError Last error message 11 SMS Settings FaxMind includes a SMS text messages function so users can receive inbound fax notifications and fax transmission reports via SMS by using their cell phone In order to enable this service you have either install a GSM modem or get an account at one of the integrated web based SMS providers to send out sms messages We recommend using a GSM SMS modem since then you can send messages even when your internet connection is down SMS Settings Setup the SMS Service for sending SMS for inbound fax not
5. FaxMind will display the zip code in of your company the sender s address field FrZip on the cover page if you leave it empty o Website Type the user s homepage FaxMind will display the homepage of your company in the sender s homepage field FrWebsite on the cover page if you leave it empty Click OK to save See also Corporate Information See 3 User Permissions See 15 2 4 15 2 2 Edit an existing user account Navigate to Accounts tab In User list panel double click the user you would like to edit the Edit user Account dialog box will be displayed Make all required changes and click OK to save them 15 2 3 Remove user account To remove an existing user Navigate to Accounts tab 58 FaxMind Server User s Manual e In User list panel choose an user you want to remove then press Delete or click Remove button in User accounts group on toolbar e You will be asked to confirm the action If you are sure click Yes To remove two or more users e Navigate to Accounts tab e In User list panel press Ctrl or Shift and select all required users then press the Delete e You will be asked to confirm the action If you are sure click Yes 15 2 4 User Permissions Newly created user accounts have all permissions to send and receive fax unless that permission was granted The Permissions tab allows you to set the User Permissions for the user is currently editing FaxMind Manager Add a new Account The c
6. Silent Mode 16 ring s FaxMind Server User s Manual e Name Display the Fax Device s name by default Enter a new name if you would like to change e COM Port Select the port on which this modem is installed e Fax Class Choose a fax class you would like to use For Diva fax boards it always sets Diva Class 1 and Class 2 0 are protocols defined by the TIA EIA Class 1 is a lower level protocol so the computer has to implement more of the actual T 30 fax protocol Class 2 0 provides a higher level interface If you have a poor quality modem it s better to use Class 1 If you have a high quality modem then you will get better performance using Class 2 0 e Reset sequence AT command is used to reset the fax device e Init sequence AT commands configure the modem s options for things like error correction data compression flow control and many other parameters e Local ID TSID Specify a unique transmitting subscriber identification abbreviated TSID which is usually a combination of your fax number and company name for the fax device to identify itself as the sender of a fax transmission e Enable Outbound Calls amp Enable Inbound Calls Select these options whether use this modem to send or receive fax or not e Answer to calls after n rings Specify how many times the line must ring before FaxMind will answer it e Use Dial Prefix for outbound calls If your fax line is behind a PBX or some other swit
7. 5600 series OW 1 1 FAXMIND CSID FAXMIND GB 602 845 1234 29 FaxMind Server User s Manual e Virtual Extension FaxMind Server provides every user a special Extension Phone number once you enable the IVR amp Voice See 5 3 2 functionalities See also Configure Default IVR Profile See 5 1 the FaxMind operates in following way 1 The caller dials your fax number and waits before the call is answered 2 FaxMind will play a pre recorded welcome message And after that the caller may press an extension number which ends with i e 801 3 FaxMind will recognize the extension number and employ it to recognize the users of the incoming fax If an extension number is associated to multiple users incoming fax will be forward to all these users e Fax Devcie Line routing FaxMind allows you to associate an actual fax line to users or departments For instance if there re 4 fax lines in your company you could associate each department a fax line When a fax device fax line receive an incoming fax it will be forward to all users in the corresponding department e CSID When FaxMind receives a fax the transmitting fax machine will send a called subscriber identification CSID string that identifies the specific fax machine as the sender to FaxMind This string is usually a combination of the fax machine s telephone number and identification of the fax machine s user In some regions providing a CSID is required according to la
8. 623 480 602 520 d 7 8 Right click on the new added Calls from Arizona node select Departments from the context menu In Departments dialog box select the Support department and click OK button Right click on the Calls from Arizona node again select Users from the context menu In Select Forwarded Users dialog box double click Ben Brown ben faxmind com to add the user into the selected list and click OK If there are more users type part of the full name or email address in the Filter text box to search for the user account Fax from Arizona United States now will be forward to all users in Support department and the user Ben in PDF format e Ifthe fax line 1 COM6 received fax forward it to the Sales amp Market department and print to HP Officeject 5600 series printer 35 5 6 FaxMind Server User s Manual Right click on the Default Profile node select Fax Devices from the context menu to open the Select Fax Device dialog box Select Rockwell 56000 External Modem Pnp COM6 from the fax device list click OK a new Modem COM6 node will be added under Default Profile a Siang e Select Fax Devices Select a Fax Device shown below Description Diva Board 1 5 Dialogic Diva UM Analog 8 PCI vl Channel 1 5 1 5 Dialogic Diva UM Analog 8 PCI vl Channel 1 1 1 1 Dialogic Diva UM Analog 8 PCI vl Channel 1 2 1 2 Dialogic Diva UM Analog 8 PCI vl Channel 1 3 1 3 Dialogic Diva UM Ana
9. Page Leave them blank will use the company contact info Cc Detail F4 Permissions E mail address Copy from Company infomation o E mail Type the user s email address The user s message must be sent from this address or FaxMind will not fax it o Full name Type the user s full name o Job Title Type the user s job title o Departments Select the departments that you want to associate with this user account 57 FaxMind Server User s Manual o Extension No Select or type the user s virtual extension phone number By default FaxMind will assign a separate extension phone number If an extension number is associated to multiple users incoming fax will be forward to all these users o Mobile Type the user s mobile number FaxMind reports inbound fax notifications and fax transmissions via SMS text message to this mobile o Telephone Type the user s telephone number FaxMind will display the telephone number of your company in the sender s telephone field FrPhone on the cover page if you leave it empty o Fax number Type the user s fax number FaxMind will display the fax number of your company in the sender s fax field FrFax on the cover page if you leave it empty o Address Type the user s mail address FaxMind will display the mail address of your company in the sender s address field FrAddress on the cover page if you leave it empty o Zip code Type the user s mail zip code
10. Remove button in Contact Groups group on toolbar e Click OK to confirm 62 FaxMind Server User s Manual 16 2 Manage Contacts The Contacts List displays the names fax numbers and email addresses of every contact that has been added in FaxMind Server The listing can be sorted by any of the available fields Full name Company Email Fax Number etc by clicking the heading Clicking the same heading again will cause the list to alternate between an ascending or descending sort order 16 2 1 Add a new User account e Navigate to Contacts tab e In Contact Group panel select the group in which you want to add the new public contact e Click Add button in Public Contacts group on toolbar the Add a new contact dialog box will be displayed It s recommended to enter a display name in the Full Name field Fax Number is required S i g MAI Sub tt HE il o Fullname Type the contact s full name o Fax number Type the contact s fax number o In Group Select the group in which you want to add the new public contact 63 FaxMind Server User s Manual o E mail Type the contact s email address This address also can be considered as a recipient fax number when you send a fax o Company Type the contact s company name o Departments Select the departments that you want to associate with this user account o Job Title Type the contact s job title o Mobile Type the contact s mobile number
11. Remove area code for local calls unticked See also Fax Number Formats See 4 1 11 FaxMind Server User s Manual 4 1 Fax Number Formats We recommend that the you enter one of the following format of fax number when sending a fax 1 Local Phone Number 934 1234 934 1234 or 9341234 2 Domestic Phone Number 865 934 1234 1 865 934 1234 865 934 1234 865 9341234 or 865 934 1234 separated by space 3 International Phone Number 1 865 346 3654 1 865 8463654 1 865 8463654 and 1 865 846 3654 In international usage telephone numbers should always be quoted with the country code preceded by a p 4 Extension Phone Number 934 1234 802 1 865 934 1234 802 or 44 20 654 5678 802 The comma causes a 2 seconds pause in dialing you can add several commas if you want a longer soft pause l e for the PBX SPC exchanges response See also Dialing Rules See 4 5 Manage Fax Devices Navigate to Settings tab click Fax Devices in the left of window to display the Fax Devices section Here you can setup the dialing rules and configure each fax device installed on your system Fax Devices Be Manage all available fax devices You can also specify your dialing rules here v Enable Dialing Rules Country code 1 United States KH Access code for Long Distance calls 1 Area code 716 VI Remove area code for local calls International calls 011 Fax Devices Manual Add Fax Modem 7 Proper
12. Tools group on toolbar e Select an output format and choose a saved file and click Save 18 FaxMind Macros 18 1 Email Macros When FaxMind processes an email message in preparation for faxing it examines the mail Subject line to determine where to whom usually called Recipients the fax should be sent Even more it is possible to place the following special macros within the body of an email message to achieve specific results 72 FaxMind Server User s Manual Macros must appear at the top of the message body and one macro per line Macros are case insensitive Macros must start with a or H macro keys MUST be next to these starting characters and end with TS or PS Macro keys and values are splitted by equal or colon Usage for the macro should be Macro Value or Macro Value Line 1 Value Line 2 Value Line 3 If you use a mobile device iPhone iPad Android mobile to send a fax the following line can be more easily inputted Macro Value For example Message Insert Options Format Text This message has not been sent To faxservice faxmind com Send Gis Subject lt 203 225 7751 gt Daniel Wollman daniel wollman ctmemory com Attached Manual doc 919 KB IS FaxMindCoverPage pdf 69 KB CP fm S Testing fax hello This is a test fax Please do not respond Regards Bene 73 FaxMind Server U
13. about the following e Version from About window e Specific model of your fax modem e Is there a Firewall or an AntiVirus software installed on your machine e Operating system including service packs and the third installed if you know 77 FaxMind Server User s Manual e Description of your problem as much information as possible to retrieve the problem You can email us the error images screenshots to help us address your problems e Any additional information which may help e We ll try to help you as soon as possible usually within 4 12 hours If you have any comment or suggestion for the next releases please feel free to post them to us Your feedback is important to us in getting an idea of how to make our software the best product for you 78
14. can Restore or Purge the message anytime you need Archived All received fax and voice messages sent fax messages can be archived from the past anytime you want 14 1 Cancel pending or sending fax job A canceled fax message will be moved to the Undeliverable folder and can be resent any time your want To cancel a sending pending fax job in Fax Manager e Navigate to Fax tab 50 FaxMind Server User s Manual e In Folder Explorer click to select the Pending folder e Right click on a fax message you want to cancel e Click Cancel on the pop up menu To cancel a sending fax job in Fax Monitor e Navigate to Fax tab e Click the Fax Monitor checkbox on toolbar to open the Fax Monitor dialog box e Select Outbound tab all sending jobs are listed in that tab e Click the Cancel button at the end of the corresponding sending item 14 2 Edit a fax message FaxMind includes a power Fax Editor which allows you to modify fax before sending out To edit a fax message e Navigate to Fax tab e In Folder Explorer select a corresponding folder e Double click a fax message you want to edit or click the Edit Fax button on toolbar FaxMind will open the fax message with the Fax Editor e You can then edit the fax and make your changes Tips e A Sending Fax can t be edited 14 3 Resend undelivered fax The unsuccessfully delivered fax messages will be moved from the Pending folder to the Undeliverable folder this allows you t
15. e To turn off the voice function Select the lt None gt item from the profile drop down list if you would like to turn off the voice function e To add a new IVR profile Select the lt Add new profile gt item to copy the settings to a new profile that you can edit enter a new profile name and click Apply button to save e To remove an IVR profile Select an IVR profile you would like to remove from the drop down list click Remove amp button e To configure the Default IVR profile Click Global IVR button to configure the system default IVR profile when it is selected See also Configure Default IVR Profile See 5 1 18 FaxMind Server User s Manual 6 Manage Configuration Profiles FaxMind allows you add up to 10 configuration profiles each Configuration Profile may have its own monitoring mailbox smtp account Google Docs account users and fax lines You can simply setup a profile for a branch or a department in your company for them to send amp receive fax with their own settings In Fetching mail settings section you can setup how often the FaxMind will attempt to fetch mail from your email accounts and determine whether to remove the mail message from the server or not Configuration Profiles fo Configure and use more than one set of preferences and configurations POP3 amp SMTP account is requested California Office 2 E mail califsales faxmind com Modified Wednesday February 27 2013
16. enter your modem s information manually e Manual Add Manually identify modems that FaxMind is unable to detect by the Auto detect function Dialogic Diva Fax Boards can t be added manually e Remove Device Remove an existing fax modem e Properties Open Fax Device Properties See 5 3 dialog to configure the selected fax device 5 1 Configure Default IVR Settings Navigate to Settings tab click IVR Profile button on toolbar the Default IVR Voice Profile dialog will be displayed FaxMind plays a pre recorded Greeting voice message to the caller when incoming call is picked up and waits 10 seconds for the caller to enter an extension which ends with If there s no entering digits FaxMind will begin to receive fax directly If you have entered an unexisting extension the caller will receive a Warning message The call will be dropped after 3 failed attempts 13 FaxMind Server User s Manual r tel FaxMind Manager i ee Default IVR Voice Profile Setup playing voices for the default IVR profile They better not be more than 15 seconds long Greeting voice file ReceiveWav wav User Ext number pressed play ForwardWav wav Warning message 1st time FirstError wav Warning message 2nd time SecondError wav Warning message 3rd time A ThirdError wav v Enable Recording Voice Message Virtual Ext number m Start recording when this extension number pressed Before recording play Reco
17. o Telephone Type the contact s telephone number o Address Type the contact s mail address o Zipcode Type the contact s mail zip code o Memo Type the memo for the contact 16 2 2 Edit an existing public contact e Navigate to Contact tab e In Contact list panel double click the contact you would like to edit the Edit contact dialog box will be displayed e Make all required changes and click OK to save them 16 2 3 Remove Public Contacts To remove an existing public contact e Navigate to Contact tab e In Contact list panel choose a contact you want to remove then press Delete or click Remove button in Public Contacts group on toolbar e You will be asked to confirm the action If you are sure click Yes To remove two or more public contacts e Navigate to Contact tab 64 FaxMind Server User s Manual e In Contact list panel press Ctrl or Shift and select all required contacts then press the Delete e You will be asked to confirm the action If you are sure click Yes 16 3 Exporting contacts from other mail providers Learn how to export the address book from other mail clients or webmail services choose your provider from the list below Microsoft Outlook and Outlook Express Here are some general directions to follow though instructions may vary by version For more detailed instructions open Help in Outlook or Outlook Express and type export in the search box Look for topics that inc
18. page select it from the Cover Pages list and then click the Properties button This will open the Cover page Properties dialog which you will use to change the name and the abbreviation e Delete You may delete a cover page by selecting it from the Cover Pages list and then clicking the Remove button FaxMind will ask you to confirm your decision to delete the cover page before proceeding e Edit with Cover Page Editor To edit the content of an existing cover page select it from the Cover Pages list and then click Edit with Cover Page Editor button The cover page will be loaded into the FaxMind Cover Page Editor e Set as Default Coverpage If a user has not been specifically assigned a cover page in the email body then the user will be assigned the default cover page You can specify which cover page is default by selecting it from the Cover Pages list and click the Set as default Cover Page button The default cover page is marked in bold 40 FaxMind Server User s Manual Tips e Emails normally include plain text and HTML formats for backward compatibility FaxMind shows the HTML version in plain text format If the converted plain text exceeds a certain length By default 600 bytes FaxMind will keep the HTML message body and insert it in to a new fax page e FaxMind Cover Page Editor is a standalone tool for you to design cover page 10 1 Add new Cover Pages Whenever a fax is sent FaxMind may attach a cover page t
19. the Manual Add Fax Modem dialog box to manually identify modems that FaxMind is unable to detect by the Auto Detect function Once adding a new modem you can configure the IVR amp Voice function normally from the Fax Device Properties dialog You can not add Dialogic Diva Fax Boards manually To add a fax modem manually 1 Navigate to Settings tab 2 On the left of main interface click to select Fax Devices section 3 Click Manual Add Fax Modem bution i o aa O General Fax Device Function Name F Enable Outbound Calls Send Fax USB COM2 z d Enable Inbound Calls Receive Fax COM port Answer to calls after 2 gt ring s Fax class Advanced Use Dial Prefix for outbound calls Dial Prefix 9 Reset sequence Init sequence AT amp FEOVI amp C1 amp 0250 0 d if no response auto drop the call after CSID Sender ID 30 seconds FaxMind Devices COM2 Silent Mode Scheduled Enable Outbound amp Inbound calls Erom Monday to Friday at 4 Choose a COM port and set up the corresponding parameters for the new adding fax modem For more information about the parameters see the Fax Details Properties See 5 3 1 page 5 Click OK to present the new modem this may take a few seconds If the new added modem is voice compatible you can setup the IVR amp Voice See 5 3 2 function by clicking Properties button To remove an existing fax modem 1 Navigate to Setti
20. to send Email Notifications Server information Qutgoing mail server smtp faxmind com Import from other Profile Port 25 Requires encrypted connection SSL Tips D jaane pelican 1 To prevent mail loops we recommend you use a different account than that of Username turkeysales your pop3 account Password pipes 2 Authentication may fail in some old SMTP server enable the anonymous access in your mail server and try again suppornt faxmind com Test account Next gt Outgoing mail server Enter the SMTP server s host name or IP address Port FaxMind will use this port when it send data to your mail server The setting is port 25 TLS 587 Requires an encrypted connection SSL Check this option if you wish to use SSL TLS when collecting messages from the mail server Requires authentication Check this option if you are required to authenticate yourself whenever sending mail to the supplied mail server User name Enter the user name or login credential of the mail account on the specified server Password Enter the password needed to access the account Test account Click this button to verify the account before continuing 6 3 3 Google Docs Account Here you can specify a Google Docs account for FaxMind server to automatically upload inbound or outbound faxes With this feature you can simple synchronize all fax files to Google Server and evern share them with other people 22 Fa
21. 1 6 01 7 Dialogic Diva UM Analog 8 PCI vi Channel 1 7 01 8 Dialogic Diva UM Analog 8 PCI v1 Channel 1 8 O comi IC 56k External Data Fax Voice Modem Pnp lt Back Next gt Cancel All shared fax devices Use any un used unassigned fax devices to send amp receive fax Use the following fax Devices Choose fax Devices you would like to use to send amp receive faxes for this configuration profile Note A Fax device can t be assigned to multiple profiles 6 6 6 Choose Departments Here you can choose departments to this profile to allow the users in the chosen departments to use the configurations to send receive fax 25 FaxMind Server User s Manual Click Finish button to save the new profile fi gt cn FaxMind Manager lll ei Departments Choose departments to be applied to this profile A department can t be assigned to multiple profiles All user accounts Assign the following deparments to this profile Department C UnGrouped C Support All user accounts Allow all user to be able to use this configruation profile Assign the following departments to this profile Choose departments you would like to be assigned to this configuration profile Note A department can t be assigned to multiple profiles 7 Anti spam blacklist and Junk Call List In order to prevent receiving spam junk faxes FaxMind allows you to add blocking blacklist rules ba
22. Blocked istry jcsicvisiccgsseceecsiaeccdcaetedcateateasactesecsedeasnaseetesedenteaaveraceesns e 28 A tomatie Fax ee 31 8 1 Inbound Fax Routing Wizard for Profile eseeeeeseseeeeeseesseereesresrerrresresseeeresee 31 FaxMind Server User s Manual 8 1 1 Choose a Configuration Profile 31 8 1 2 Routing ee 31 8 1 2 1 Add a new Rule Condition EE 32 8 1 3 Perform actions for routing condition ssessssssesssesessseessesseesseesseeesseee 33 SLA Completine Wizard HEEN 34 8 2 Manually add fax Routing Rules Samples 0 0 00 ceesceeeeseeceeeeeceeeeeeeeeeeeeeeeees 34 8 3 Configure Email Template Profiles AAA 37 Oc Pax Parameters ee ee 38 10 Cover Pages ocssociscccsesissanscesapaneius E E EAE AR V E E ER 39 LOA Add new Cover Palesi eaa eaa aa ncn E E EE eee 41 UR EE 42 PL SMS Settings eege apa Deg SEN 44 Il Send SMS wid GSM Modems E 45 11 2 Send SMS via KEE 46 12 Advanced Settings s sc csesvecciscsagcadbevsvccave ledeastvavavassinigesdeadeseaaesseseacenueanaanisdesadenanameavetenrs 46 12 1 Web Client ETH 47 12 2 Change Storage Location amp Reinitialize FaxMind Server eee eeeeeeeeee 48 13 Pax Billing SOU eege seed eeh tee Ed Eddie 49 14 Managing Fax amp Voice Messages eege ge iert enden deed eine sonoma meant 50 14 1 Cancel pending or sending fax job 50 V 42Editatax message carte tn doa ial ator E tabla tmp ea aa ei 51 14 3 Resend undelivered fak rano Bo Rae tea ee 51 14 4 Delete or restore Fax Voice message
23. FaxMuind Server User s Manual Version 1 4 3 build 3 19 2013 Website http www faxmind com FaxMind Server User s Manual Table of Contents Rue de AUCH e EE 4 DoT AERO AG ORE UNE OT a sca cca a le el et E 4 Te Install EE EE 5 Ee Supported Wer Soa Oech tae ok 6 1 4 Sending a fax from Microsoft Outlook email Client oseere 7 1 5 System REQUITEMENIS TE 8 2 PaxMind Manager s Main Interface s s c icsissciacen cies ctataecinndanacmialanstesnsnceanings 9 SEENEN 10 A Dialing AU 11 4 1 Fax N mber E 12 3 Manase RE 12 5 1 Configure Default IVR Settings sssessesesesssesesseeesseessressersseresseeessresseesseessee 13 5 2 Manually Add Remove Fax Modem 15 5 0 Fax Device EE dg 16 Deo EE SSUES ye ge ees 16 5 3 2 IVR and Voice functionalities ct este ctcaspansdcesdcseedse thus samatenanageseoctiets 18 6 Manage Configuration Profiles i 2c 2icnincsdeewclnteaundnhueiiehee 19 6 1 1 Mailbox for outbound faxing ei tategnetgeege Egbert geet cheoseasaneqneneis 20 6 2 2 SMTP Account ee Ee 21 6 3 3 Google Docs Account sseeeseseseseesseesseesseteseeseeeesseesstesserssereseeeseeesseesseesset 22 6 4 4 Notification email template and fax beaderg eee eeesceceeeeceeeeeceeeeeeeeees 23 e EE 24 6 6 6 Choose Departments ssni NIE deer lepdecssascad cvsssguctanedacedecccasastees 25 7 Anti spam blacklist and Junk Call List eee eee ceeeeeeeeeneecseeceseeeseeesaeecaeceseeeseeenees 26 TI Add Dee Hetto eege 27 7 2 Browse
24. PRI CTI PCI PCle Diva PRI 8 PCI Diva V PRI PCI PCle Diva UM PRI PCI PCle Diva PRI V3 PCI PCle Diva Analog 2 4 8 PCI PCle Diva UM Analog 2 4 8 PCI PCle Diva V 1PRI PCle and Diva V 2 4PRI PCI PCle Diva V 1 2 4 8PRI PCle and Diva V 2 4PRI PCI FaxMind Server User s Manual e Optional Microsoft SQL Server 2000 or above Including free edition of SQL Server and MySQL Server 5 x i e Microsoft SQL Server 2008 Express or MySQL Server 5 x e Optional GSM Modem or SMS gateway to send inbound fax notifications and fax transmission reports via SMS 2 FaxMind Manager s Main Interface The ribbon graphical user interface of FaxMind Manager offers easy access to all of the server functions DA Da lxport Fax 1P Cance Fax A toide lipire C fax Menge x R I a reowndta_ Bi tesend Fm D Preview Far Lo Stop Farming Stop Outbound Stop ng fon Fas Properes Delete Fax Print Fax Pestre fa aA H Reset Regine Fechter Service Fax Voke Menge A Ouagoing 10 recipients in 10 fax jobs E Voce Messages To ty UnRowtes Fax number 185435551 Fated Recycle Bin Sunking Software From Admin A Greg Fax number 17169348750 10012 Barton Creek Or Waco 76708 Date 2 27 2013 2 33 26 PM 17169348750 Web Site www faxmind com Regarding Ps Phone number for follow up 17169348750 It has five tabs Fax Settings Accounts Contacts and Reports that contain all features of FaxMind Server e Fax Manage a
25. Pages You can set the maximum number of pages for each of fax Set to ZERO if you don t want to limit it 38 FaxMind Server User s Manual e Black amp White Threshold When you want to fax out a color or black and white photograph you can often improve the result by changing the threshold for the division between black and white pixels e Scaling You can specify how to scale to maintain the detail and clarity of your photograph e Orientation You can specify whether photograph is converted in portrait or landscape mode e Attempt to resend fax X times if failed You can set the number of retries for attempting to resend faxes following an unsuccessful connection attempt or transmission failure If the maximum number of retries is reached the outgoing fax remains in the Undelivered until it is deleted or until you restart the failed transmission e Retry after x minutes You can set the number of minutes between attempts to retry fax transmission When the maximum number of retries has been exhausted you can restart the transmission which resets the transmission attempts 10 Cover Pages FaxMind includes a powerful Cover Page Editor application which provides a very high level of custom cover page design and creation capability richly formatted cover pages are also supported This section displays all available cover pages that you have created The default cover page is marked in bold Mails often include several formats for backw
26. Quick Start Tutorial Download the FaxMind installer file from http www faxmind com download php Double click the FaxMind installer to begin the installation Select a Language for Installation click OK Click Next on the Welcome screen Click accept the terms of the License Agreement then click Next Select a destination directory for the installer to copy files to then click Next If your computer does not have Microsoft NET framework 2 05 installed the installation will automatically download and install it Be sure you have Internet connection if you need to download NET framework 2 05 on MS s website The installer will copy the files to the destination directory and complete the installation Click Finish button to close the installer and launch the FaxMind Configuration Wizard About T 38 Virtual Fax Modem FaxMind Server User s Manual In order to use a SIP account for sending fax you have to install the T 38 Virtual fax modems which could be downloaded separately on our website the download link usually could be found in your order confirmation email otherwise please contact us for help 1 3 Supported File Formats The following lists all of the file formats FaxMind Server supports for sending faxes via email and the Desktop Clients All these formats of files can be faxed out directly without any third party software installed Microsoft Word Microsoft Excel Microsoft PowerPoint tAdobe Acrob
27. ards compatibility If there s a Meno Note field in a cover page FaxMind will take the HTML message body and convert it to text then insert into the cover page If no HTML message body format is available it will take the Plain Text body 39 FaxMind Server User s Manual Cover Pages Cc Manager cover pages for FaxMind The one with bold text is the systern defalut cover page Fax Cover Pages New ep Import g Properties Remove E Edit with Cover Page Editor Set as Default Cover Page Name Abbreviated as Modified Business fax cover sheet Friday December 28 2012 ae ees Te Fax cover 3 Friday December 28 2012 Receipt Friday December 28 2012 Simple Friday December 28 2012 Templel Friday December 28 2012 Temple2 2 Friday December 28 2012 Temple3 Friday December 28 2012 Temples Friday December 28 2012 Temples Friday December 28 2012 Temple Friday December 28 2012 e New To create a new cover page click the New button This will open the New Cover Page dialog which you will use to assign a name and a desired Abbreviation for your cover page An Abbreviation can be used in the Body of email messages sent to FaxMind to specify the corresponding cover page l e CP e Import Click the Import button to open the Import Cover Page dialog box for you to import an existing cover page into FaxMind Server e Properties To change a previously created cover
28. ast Month SK oe e Specify a time period and click OK 17 5 Configuration Profile Usage Report This report shows the amount or transmissions details of faxes sent and received by each Configuration Profile during a particular period Through this report you can keep a record of fax usage for a specific department in the organization e Navigate to Reports tab e Click Profile button in Usage Reports group on toolbar to open the Configuration Profile Usage Report dialog box 71 FaxMind Server User s Manual r E FaxMind Manager Configuration Profile Usage Report Generate fax report for the specific Profile during a particular period Profile All Profiles x From 1 1 2013 EM Outbound fax To 1 31 2013 Ce Inbound fax Voice message Show transmission details Show transmission s details Check this option if you would like to generate the transmission details of faxes sent and received by each user Type Select the type of transmission you would like to generate e Select a configuration profile and a time period and click OK 17 6 Report export to various formats FaxMind allows you to export reports to various formats Supported formats include HTML PDF XLS and CSV You can also format the exported CSV reports by using spreadsheet programs like Microsoft Excel Open Office Cell and Google Spreadsheets e Generate the corresponding report e Click Export button in
29. at PDF bHTML MHTML tOpenOffices Documents Microsoft Rich Text RFT TIFF Most popular Image format Supported File Formats Description File Extensions Microsoft Word for Windows and Macintosh DOC DOCX DOT DOCM DOTM DOTX Open Document Text ODT OTT StarOffice Writer Text SXW Microsoft Excel for Windows and Macintosh XLS XLSX XLSM XLT XLTX XLTM CSV Open Document Spreadsheet File ODS StarOffice Spreadsheet File SXC Microsoft PowerPoint for Windows and Macintosh PPT PPTX PPTM PPS PPSX Open Document Presentation File ODP StarOffice Presentation File SXI Acrobat Portable Document Format PDF Microsoft Rich Text Format RTF ASCII ANSI Unicode Text Format TXT XML INI LOG HTML Format HTM HTML MHTML Tagged Image File Format TIF TIFF FMF Image File BMP JPG GIF PNG EXIF ICO WMF EMF FaxMind Server User s Manual 1 4 Sending a fax from Microsoft Outlook email Client Most of time it is more suitable and effective for sending a fax via your familiar email client application i e Microsoft Outlook This is done by composing your email message and sending to an email account that you know FaxMind Server is monitoring For example if FaxMind Server is collecting all the email messages sent to faxservice yourcompany com then sending your message to that address will get it faxed Some special considerations must be observed in
30. case insensitive and must start with a and end with a Recipient s details Macros Description Recipient Recipient s full name Fax Recipient s fax number Phone Recipient s voice phone number Email Recipient s email address Mobile Recipient s mobile phone number Company Recipient s company name Address Recipient s mail address Zip Recipient s zip code Sender s details Macros Description TSID Device s transmitting subscriber identification FrFullName Sender s full name FrJobTitle Sender s job title FrFax Sender s fax number FrPhone Sender s voice phone number FrEmail Sender s email address FrWebsite Sender s home page FrMobile Sender s mobile phone number 42 FaxMind Server User s Manual FrCompany Sender s company name FrAddress Sender s mail address FrZip Sender s zip code Fax s details Macros Description Show the memo or the email body text NOTE 1 Ensure enough space is allocated to fit in the email body Memo NOTE 2 Emails normally include plain text and HTML formats for backward compatibility FaxMind shows the HTML version in plain text format If the text length is more than 600 bytes HTML message will be inserted into a new fax page and leave the memo field blank Subject Shows the subject Totalpages Total number of fax pages including the coverpage
31. ceive Faxes by email e Simple IVR and Voice message capability e Run as a windows service e Support Dialogic Diva Fax Boards e __ Easy integration with Microsoft Exchange MDaemon Domino Notes Postfix or other mail servers e Integrated support for Google Apps including checking email from Gmail uploading fax to Google Docs importing Google Accounts and Contacts e Support all the most popular file formats including Word Excel PowerPoint Adobe Reader PDF OpenOffice files RTF HTML TIF and other image files FaxMind Server User s Manual Support up to 10 individual configuration profiles each profile has its own users fax lines POP3 SMTP accounts Google Docs account and even the routing rules Automatic detection and use of all fax modems boards available to the server Automatic extraction and faxing of documents attached to email messages sent to the server Send cover page only fax TWAIN scanner supported Printer drivers for Windows supports printing to FaxMind from any application Black list based upon Caller ID and CSID may prevent you from junk spam faxes Automatic printing of inbound faxes Automatic inbound fax notifications and fax transmission reports via SMS Rules based inbound fax routing using the Caller ID and ID of the sending fax device This makes it possible to route faxes to specific users or printers 1 2 Install FaxMind Server For more information about how to install FaxMind Server see the
32. cejet 5600 series Departments Printer Eax number Remove Cancel es Users Click to open the Select Forwarded Account dialog box to select target users who the incoming fax will be forwarded to e Departments Click to open the Departments dialog box for you to select target departments where the incoming fax will be forwarded to 33 FaxMind Server User s Manual e Printer Click to select a printer for automatically printing incoming fax e Fax number Click to specify a new fax number the incoming fax will be forwarded to e Remove Click to remove a new added Action Tips e Actions under the Profile the first condition will be performed if any of fax device in this profile receives an incoming fax 8 1 4 Completing Wizard You have successfully prepared for routing rules for the selected profile click Finish button to save e FaxMind Manager Completing the Automatic Inbound Routing Wizard You have successfully completed the Automatic Inboud Routing Wizard When you click Finish FaxMind Server wilk Remove all existing routing rules under the profile Apply the configurations you just added 8 2 Manually add fax Routing Rules Samples Click the Settings tab in the ribbon toolbar click Routing Rules item on the left of window here you can set up the Automatic forwarding rules for each of your configuration profiles The followings samples will show you how to conf
33. ched phone system an access code may be specified for dialing an outside line e g 9or 0 e Auto cancel calls after n seconds FaxMind will automatically hand off the call if there s no response data from this fax modem after the length of time has elapsed e Silent Mode Check this option to turn off the speaker of your modem e Scheduled Specify the working times for this fax device Tips e If you are having issue with faxes being garbled top 10 of the page half page is missing etct try using the 2nd Init sequence 17 FaxMind Server User s Manual 5 3 2 IVR and Voice functionalities This IVR amp Voice tab allows you to configure the simple IVR Interactive voice response process for fax devices Choose a different IVR profile from the drop down list may change the voice settings General IVR amp Voice Select an IVR profile Default IVR gt Default IVR Voice function Greeting voice file ReceiveWav wav Ext number pressed play ForwardWav wav Warning message ist time FirstError wav Warning message 2nd time SecondError wav Warning message Grd time AThirdError wav Enable Recording Voice Message Virtual extension z Start recording when this extension number pressed Before recording play ARecordWav wav Press to end the input or will be timeout in 10 seconds Call be dropped after 3 failed attempts Keep voice files no morethan 15 seconds long
34. cratch in FaxMind you can now import users from Google Apps e Navigate to Accounts tab e Click Import button in Export Import Tools group on toolbar to open the Import User Account Wizard e Select Import users from a Google Apps account option enter your Google Apps s Administrator account and password e Click Next to begin retrieving user list from your google apps and then preview the top 10 users on the list e Click Next to start importing e Click OK to close e All imported users will be stored in a new department called YYYY MM DD and can be renamed later e Duplicate email address will be skipped 15 5 Import users from vCard vcf files You can import vCard files from applications like Outlook and Mac Address Book To do so follow these steps e Navigate to Accounts tab e Click Import button in Export Import Tools group on toolbar to open the Import User Account Wizard e Select Import users from CSV VCF file option and click open button and locate the VCF files you want to import press Enter e Click Next to continue e Click Next to start importing e Click OK to close Tips H You can select to import CSV and vCards files at a same time e Duplicate email address will be skipped 15 6 Export users to a CSV file e Navigate to Accounts tab 61 FaxMind Server User s Manual e Click Export button in Export Import Tools group on toolbar e The Save as dialog box will be displayed
35. cro Tips Click Insert macro to customize your fax header string by adding Macros Email template Select an email template you would like to use Template Manager Click this button to open the Template Manager See 8 3 dialog box to customize email templates Fax Header string Enter a line of text that may be added to the top of each fax page sent The Fax Header string may be formatted with fax macros to determine information Insert macro Click to open the popup menu for you to add Macros See 10 2 in the header string See also Fax Macros See 10 2 6 5 5 Fax Devices When you associate a fax device to a configuration profile only the users under this profile are able to use such fax device This feature is usually used to associate specific fax lines to corresponding departments i e office branch A Fax device can t be associated to multiple profiles Click Next button to continue 24 FaxMind Server User s Manual Fax Devices Choose which fax devices are applied to this profile Fax device can t be associated to multiple profiles All shared Fax Devices Use the following Fax Devices Attached To Fax Device 1 5 Dialogic Diva UM Analog 8 PCI vi Channel 1 5 B 1 1 Dialogic Diva UM Analog 8 PCI vi Channel 1 1 1 2 Dialogic Diva UM 8 PCI v1 Channel 1 2 01 3 Dialogic Diva UM Analog 8 PCI v1 Channel 1 3 CIA Dialogic Diva UM Analog 8 PCI vi Channel 1 4 01 6 Dialogic Diva UM Analog 8 PCI v1 Channel
36. d to charge fees from a guest who send out fax in Hotel and Resort You can print out the billing summary for each guest by days in the Reports tab in main interface 14 Managing Fax amp Voice Messages The Fax tab is a place where you can simply manage your Fax and Voices messages It divides your messages into four different folders Fax Messages Voice Messages Recycle Bin and Archived folders Fax messages are listed and grouped by the Status in the right side of the main interface Fax Messages e Outgoing folder Pending Prior to sending out the Fax messages you can Cancel or Remove the fax job here Sent As soon as a fax message went through successfully it will be moved to the sent folder No Recipient If an user submit a fax job which doesn t include any available recipients the fax message will be moved to the No Recipient folder Undeliverable Contains the fax jobs that are completed but unsuccessfully e Incoming folder UnRouted Contains the received fax messages which are not forwarded to users Routed Contains the Fax messages have already forwarded to users Voice Messages e UnRouted Contains the received voice messages which are not forwarded to users e Routed Contains the voice messages have already forwarded to users Recycle Bin When you delete a fax or voice message in FaxMind Manager it is usually not permanently deleted Instead FaxMind moves the message to a special location called the Recycle Bin You
37. e Sender s details Macros Description TSID Device s transmitting subscriber identification FrFullName Sender s full name FrJobTitle Sender s job title FrFax Sender s fax number FaxMind Server User s Manual FrPhone Sender s voice phone number FrEmail Sender s email address Ee Sender s home page SE Sender s mobile phone number FrCompany Sender s company name FrAddress Sender s mail address FrZip Sender s zip code Fax s details Macros Description Show the memo or the email body text NOTE 1 Ensure enough space is allocated to fit in the email body Memes NOTE 2 Emails normally include plain text and HTML formats for backward compatibility FaxMind shows the HTML version in plain text format If the text length is more than 600 bytes HTML message will be inserted into a new fax page and leave the memo field blank Subject Shows the subject Totalpages Total number of fax pages including the coverpage DateTime Fax transmission date and time Date Fax transmission date Time Fax transmission time Additional Fax s details for Notification Emails and SMS messages UI GE Description FaxID Fax Voice message ID CallerlD Caller s fax number Calling Number Display CSID Caller s called subscriber identification Duration Total length in seconds of the sending receiving time Submission Fax submission date and time StartTime Starting date and ti
38. e ceeseeceesceceseeceeeeeceeeeeceeeeecseeeeeeaeees 67 16 6 Import contacts from vCard files 2 0 0 eeeseceencecesececeeececeeeeeceeeeeceeeeecseeeecsaeees 67 16 7 Export public contacts to a CSV Tile wii jcccisssevssccissseassstceiesncdecsaavasacesdessdesasters 68 I7 Faz WISApeR GT 68 17 1 Wiser Fax Usage Report EE 68 17 2 User s Billing Report zemeang wderg a eE AE R 69 17 3Fax Line Usage Rei E 70 I4 Daily Usage REPOT EE 71 17 5 Configuration Profile Usage Report 71 17 6 Report export to various Tomate 12 183 Fax Mind Macros ieoa a a s eal oi ett en le a tee 12 18 1 Email Macros sissisotaan elnees ia cull aol nee ee 72 18 2 Fax EE 75 19 Purchase Fax Wind Servier eodeni ai EE E ee eke eae 77 20 Technical Support isnin nn E A E TER asad eves sodana cubed Ee 78 FaxMind Server User s Manual 1 Introduction 1 1 Introduction FaxMind is a powerful fax server that enables you to send and receive faxes via your existing email infrastructure which is often called email to fax and fax to email services FaxMind will fetch email messages regularly from a number of POP3 accessible mailboxes automatically converts into faxable image format based on your email contents and fax them out Inbound faxes voices or fax transmission reports will be sent via SMTP server FaxMind Printer drivers enable you to print directly from any Windows application i e AutoCAD Photoshop ERP softwares and have the resulting document faxed to anyone anywhe
39. e field e Specify a profile you would like the rule to be applied By default this Blacklist Rule will be applied to all Configuration profiles e Click OK 7 2 Browse Blocked History All the blocked history which includes blocked times profiles conditions and descriptions will be clearly listed on this Blocked History window e Navigate to Settings tab on the ribbon toolbar e Click Blacklist button on toolbar the Anti spam Blacklist dialog will appear 28 FaxMind Server User s Manual e Click History button to open the Blocked History dialog Blocked History e Click the Export button to export the blocked history to an Excel or a CSV file 8 Automatic Fax Routing FaxMind is equipped with support for routing incoming faxes voice messages based upon Virtual Extension Fax Device Fax line Called subscriber identification commonly called CSID data and Calling Number Display commonly called Caller ID data Each received fax can be routed to any printer email box or other fax number that you designated Automatic Inbound Routing Right click to add Routing rules Fax can be forwarded to user s email address in PDF format printing to Printers and ever forwarded to another fax number Rules also apply to voice messages B amp Default Profile HP Laserjet M3035xs Q Calls from Arizona 928 6234806021520 4 7 8 H Support Ben faxservice com OW come Ge Sales amp Market BHP Officejet
40. e log files for FaxMind If this option is selected FaxMind will turn ON the log function and start the log separate log files will be generated each day The names of the files will correspond to the date they were created e Ask password when restore this manager window FaxMind Manager will be minimized to tray when you clicking Close X button If this option is selected you will be asked to enter the Administrator s password when trying to restore the manager e Send confirmation email to illegal user If you would like a confirmation email sent to the email address when FaxMind received emails from select this option e Automatic forward fax to users under the profile if there s no matching rule You can choose to forward the incoming fax to corresponding users manually 12 1 Web Client Service Settings FaxMind Desktop Client for Windows is using the Web Client Service to connect to FaxMind server retrieve settings and send faxes It contains the following settings e Protocol Choose which protocol you would like to use By default HTTP e TCP Port Specify the port at which the FaxMind Web Client Service is running For any components that will communicate across a firewall the network TCP port numbers you select must be appropriately configured on your firewall e X509 certificate file Specify a X509 certificate file for the HTTPS protocol 47 FaxMind Server User s Manual Tips e For password protected X 509 certif
41. ecipient To whom the fax will be sent Device Fax Line which used to send out the fax Start time Starting time for the sending fax Duration Time duration in seconds to send out the fax 14 8 Voice Properties e Navigate to Fax tab e In Folder Explorer select the Voice Message folder e Right click the voice message and click Properties in the popup menu or click the Properties button on toolbar e The Voice Message Properties dialog will be displayed Voice Message Properties General Voice ID 1 Sales Dept Device 1 5 Dialogic Diva UM Analog 8 PCI vl Channel 1 5 Record at 2 21 2013 5 34 10 PM Caller ID Duration 4 seconds File D FaxMindData Voices 2013 02 20130221173410475 wa Size 34 KB gt Play o Voice ID Voice Message ID in FaxMind o Device Fax Line which received the voice o Record at When was the voice message received o Caller ID The sender s fax number o Duration The length in seconds of the Voice Message 55 FaxMind Server User s Manual o File Full path of the voice file o Size File size of the voice file 15 Manage User Accounts 15 1 Manage Departments Departments help you to group and organize user accounts and to find specific account quickly e Add anew Department e Edit an existing Department e Remove a Department To add a new Department e Navigate to Accounts tab e In Departments panel select the department in which you want t
42. figuration Profile group the New Configuration Profile See 6 1 wizard dialog will be displayed Create a new configuration profile is a 6 steps process O O Specify mailbox for outbound faxing Specify STMP account for sending confirmation emails Setup whether to upload inbound or outbound faxes to your Google Docs account or not Setup notification email and the header of fax message Associate Fax Devices to the profile Choose users who may use this profile e To edit an existing configuration profile To edit an existing configuration profile double click the desired entry This will display the Edit configuration profile wizard make any desired changes to the profile e To remove configuration profile To delete an existing configuration profile select the desired entry and click Delete button in Configuration Profile group on toolbar you will be asked to confirm to continue 6 1 1 Mailbox for outbound faxing The New Configuration Profile wizard dialog will be displayed when you click the New button in Configuration Profile group on toolbar Here you can specify your email account which FaxMind will collect email messages to be processed and faxed Enter the Profile name POP3 server s host name or IP address Port port 110 SSL 995 login information click Test account to verify before continuing Click Next button to continue 20 FaxMind Server User s Manual New Configuration Profile Specify your email acco
43. from scratch in FaxMind you can now import Google contacts directly e Navigate to Contact tab e Click Import button in Export Import Tools group on toolbar to open the Import Contact Wizard e Select Import contacts from a Google account option enter your Google Apps s Administrator account and password e Click Next to begin retrieving contacts from your google account and then preview the top 10 contacts on the list e Click Next to start importing e Click OK to close H All imported contacts will be stored in a new group called YYYY MM DD and can be renamed later H Duplicate or empty fax number will be skipped 16 6 Import contacts from vCard files You can import vCard files from applications like Outlook and Mac Address Book To do so follow these steps e Navigate to Contact tab e Click Import button in Export Import Tools group on toolbar to open the Import Contact Wizard e Select Import users from CSV VCF file option and click open button and locate the VCF files you want to import press Enter 67 FaxMind Server User s Manual e Click Next to continue e Click Next to start importing e Click OK to close Tips e You can select to import CSV and vCards files at a same time e Duplicate or empty fax number will be skipped 16 7 Export public contacts to a CSV file e Navigate to Contacts tab e Click Export button in Export Import Tools group on toolbar e The Save as dialog box will be dis
44. g to designated printer and sending fax to another fax number In the first step of wizard choose the Configuration Profile in the combo box and click Next to continue Inbound Fax Routing Wizard Inbound Fax Routing Wizard This wizard allows you to setup routing rules for inbound sounds and fax messages based upon Fax Devices Calling Number Caller 1D dats and CSIDs Called Subscriber Identification Select a Confirugation Profile to continue Default Profile Warning Existing routing rules will be CLEARED under this profile after wizard completed 8 1 2 Routing Conditions Add routing conditions up on the Caller ID CSID or Fax Line for routing faxes by clicking the Add button shown below If some conditions are mistakenly added or you want to clear the condition list click Remove 31 FaxMind Server User s Manual or Clear button Le FaxMind Manager Conditions Setup matching conditions based on Fax Devices Caller IDs and CSIDs All conditions Description QB Caller ID matches Regular Expression 928 623 480 602 520 d 7 8 Fax Modem COM1 Fax Linel e Add Click to open the Add a Rule Condition See 8 1 2 1 dialog box for adding new routing condition e Remove Click to remove the selected condition e Clear Click to remove all added conditions 8 1 2 1 Add a new Rule Condition Do one of the following Create a condition based on a fax device 1 Select a fax device you want
45. icate file you have to specify the WebServicePortCertPassword node value in the system configuration file FaxMindService contig under ALLUSERSPROFILE Application Data FaxMind lt xml version 1 0 encoding ut 8 gt lt configuration gt lt appSettings gt lt add key DataProvider value sqlserver gt lt add key ConnctionString value Provider SQLOLEDB 1 Data Source F lt add key WebServerPor value 6086 gt lt add key IsInit value 1 gt lt add key AttachmentT ype value PDF gt lt add key MemoMaxLength value 600 gt lt add key RecordMaxDuration value 20 gt lt add key LogLevel value 4 gt lt add key RecordAutoDrop value 1 gt lt add key WebServicePorCerPassword value nassword here ggg lt appSettings gt 12 2 Change Storage Location amp Reinitialize FaxMind Server Change Storage Location By default all fax amp voice messages email files are stored at D FaxMindData If you would like to change the storage Inbound amp Outbound Fax Service must be STOPPED if you would like to change the Storage Location e Navigate to Settings tab on the ribbon toolbar e Click Stop Inbound and Stop Outbound buttons on toolbars and wait for the FaxMind server shutdown the fax service e Click Advanced in the Left bottom of window to open the Advanced Seitings section e In Storage Location section click Change location button e Select a new storage folder and cl
46. ick OK FaxMind will automatically move all files into the new folder this may take a few minutes e Click Start Inbound and Start Outbound button on toolbar to turn on the fax service Cautions e Use a Full Network Path Name UNC path name like Imyserver myshare instead of a Map Network Drive FaxMind may has not the right permission to save incoming fax to the Network Drive Reinitialize FaxMind Server If you would like to reinitialize FaxMind Server simply click the Reinitialize Now button to launch the Configuration Wizard to reinitialize FaxMind Server 48 FaxMind Server User s Manual Cautions e ALL DATA MAY LOST e Even through the above described method will work without problem we recommend that you use this method o Quit FaxMind Manager o Click Start menu point to FaxMind Server click Stop FaxMind Service and click Yes to continue o Goto ALLUSERSPROFILE Application Data FaxMind folder open FaxMindService config with Notepad o Change value of IsInit node to 0 zero like on the screenshot below lt xml version 1 0 encoding utt 8 gt lt confiquration gt lt appSettings gt lt add key DataProvider value sqlserver gt lt add key ConnctionString value Provider SQl lt add key WebServerPor value 8088 gt lt add key AttachmentT ype value PDF gt lt add key MemoMaxLength value 600 gt lt add key RecordMaxDuration value 20 gt lt add key LogLevel va
47. ifications and fax transmission reports Fax send success Your fax to Fax has succeeded Send SMS via Choose to send SMS via a GSM modem or a web based SMS provider 44 FaxMind Server User s Manual Send Contents Modify the SMS templates to include the corresponding macros for the users to get your faxing result by using the mobile It includes Fax sent success Fax sent failure Receive incoming fax and Receive voice message Here you can also enter a mobile number for testing See also Fax Macros See 10 2 11 1 Send SMS via GSM Modem If you have selected to use a GSM modem rather then a web based service you have to set up the GSM Modem to send SMS messages SMS Settings F Enable Yor Trt Fees cede es e COM Port Select on which COM port you have attached the GSM modem Mobile device e Parameters Enable you to select how FaxMind connect to your GSM modem Mobile device e Country code Your local country code number e SMS Center SMSC Mobile network provider s SMS Center Number This number is provided to you by your mobile provider The SMSC number must begin with 45 FaxMind Server User s Manual 11 2 Send SMS via SMS Gateway The FaxMind is integrated with four web based SMS gateways The Redoxygen ClickaTell TxtLocal and BulkSMS which send SMS messages worldwide The cost is about 5 8 USD cents per message Each SMS gateway may have its own parameters please read the API doc
48. igure the following routing rules for the system default profile e Print all incoming fax to the HP LaserJet M3035xs Printer 1 Right click on the Default Profile node select Printer from the context menu 2 Inthe Print dialog box select HP LaserJet M3035xs printer from the list and click Print 34 FaxMind Server User s Manual 3 AHP LaserJet M3035xs node will be added under Default Profile FaxMind will print all incoming faxes to this printer automatically e Forward all incoming fax which is from Arizona United States to the Support department and the user Ben 1 Right click on the Default Profile node select Caller ID from the context menu to open the Add a Matching Rule dialog box Enter Calls from Arizona in the Description text box select Caller ID Caller Identification from the matching criteria list choose the Use Regular Expression matching method enter 928 623 480 602 520 d 7 8 in the value field click OK to add the new node Calls from Arizona The expression means phone number begins with 928 623 480 602 520 and is 7 8 digits in length See List of Arizona area codes at Wikipedia in FaxMind Manager Add a Matching Rule Specify a matching rule Regular Expression supported Description Calls from Arizona Remote side s Matching Criteria SE Remote ID CSID Called Subscriber Identification 2 Caller ID Caller Identification Use Regular Expression v 928
49. l Profiles All email template profiles are listed in this combo box Select lt Add new Profile gt add a new profile e Send email to users when o Fax sent succeeded FaxMind will use this template to notify the user by sending him or her an email after an outgoing fax was transmitted successfully 37 FaxMind Server User s Manual o Fax sent failed Notify the user after an outgoing fax has failed o Receive incoming fax FaxMind will use this template to notify the user by sending him or her an email when an incoming fax received By default fax attached in PDF format o Receive voice message Notify the users when an voice message received Voice message is attached WAV format e Subject amp Body Change these two fields to customize the email contents Right click to open the context menu to insert Fax Macros See also Fax Macros See 10 2 9 Fax Parameters Navigate to Settings tab click Parameters in the Left bottom of window to display the Fax Parameters section Here allows you to adjust the parameters for conversion from the original documents into fax format You can also set the number of retries for attempting to resend faxes following an unsuccessful connection attempt or transmission failure Fax Parameters Parameters used for converting 2 document into facsimile format and sending fax e Resolution You can set the resolution for outgoing fax By default FaxMind converts in to fine resolution e Max
50. les Navigate to Settings tab click Fax Devices in the left of window to display the Fax Devices section FaxMind can retrieve the Windows dialing rules and provide options for automatic processing of fax numbers you entered into dialable format usually the is automatically converted into Access code for international calls e g 011 if the call is international and it prefixes an access code e g 1 if the call is domestic long distance If the Enable Dialing Rules option is not ticked fax numbers will be dialed unmodified FaxMind uses the dialing rules to detect whether you make local calls long distance calls or international calls otherwise calls will be marked as Direct dial calls If your fax line is behind a PBX or some other switched phone system an access code Use Dial Prefix for outbound calls e g 9 may be specified for dialing an outside line in the Fax Device s Properties See 5 3 1 dialog box V Enable Dialing Rules Country code 1 United States v Access code for Long Distance calls 1 Area code 865 V Remove area code for local calls International calls 011 In accordance with the settings above Phone number Dialed as Type 865 934 8750 9348750 Local call 1 865 934 8750 9348750 Local call 312 345 1234 13123451234 Domestic long distance call 1 312 345 1234 13123451234 Domestic long distance call 44 20 3456 7890 011442034567890 International call 865 934 8750 8659348750 If
51. ll inbound and outbound fax messages e Settings Configure the FaxMind Server o Corporate Information See 3 o Fax Devices See 5 o Default IVR Profile See 5 1 o Configuration Profiles See 6 o Routing Rules See 8 o Fax Parameters See 9 o Cover Pages See 10 FaxMind Server User s Manual o SMS Settings See 11 o Blacklist amp Junk Faxes See 7 o Notification E mail Templates See 8 3 e Accounts Manage the user groups and users of the server e Contacts Search add remove edit and manage Public Contacts e Reports Generate Daily Fax Usage User Fax Usage Fax Line Usage and Configuration Profile Usage Reports 3 Corporate Information Navigate to Settings tab click Company in the left of window to display the Company section Here you can enter your company s name phone number fax email and address in this section and click Save button to system toolbar By default this information will appear on outbound cover pages Company Setting up the Corporate Information which can be used in cover page 716 934 8751 e Company name This is your company name e E mail address This is the company s E mail address e Telephone This is the company s voice phone number 10 FaxMind Server User s Manual e Fax number This is the company s fax number e Website This is the company s website e Address Zip code This is the company s mail address and zip code 4 Dialing Ru
52. log 8 PCI vl Channel 1 4 1 4 Dialogic Diva UM Analog 8 PCI vl Channel 1 6 1 6 Dialogic Diva UM Analog 8 PCI vl Channel 1 7 1 7 Dialogic Diva UM Analog 8 PCI vl Channel 1 8 1 8 SC C oa Right click on the new added Modem COM6 node select Departments from the context menu In Departments dialog box select the Sales amp Market department and click OK button Right click on the Modem COM6 node again select Printer from the context menu In the Print dialog box select HP Officeject 5600 series printer from the list and click Print e Ifthe fax line 2 Diva 1 1 received fax and its CSID contains FAXMIND forward it to another fax number 602 845 1234 1 Right click on the Default Profile node select Fax Devices from the context menu to open the Select Fax Device dialog box Select Dialogic Diva UM Analog 8 PCI v1 Channel 1 1 1 1 from the fax device list click OK a Diva Board 1 1 node will be added Right click on the new added Diva Board 1 1 node select CSID from the context menu to open the Add a Matching Rule dialog box Enter FAXMIND CSID in the Description text box select Remote ID CSID Called Subscriber Identification from the matching criteria list choose the Containing Text 36 FaxMind Server User s Manual matching method enter FAXMIND in the value field click OK to add the new node FAXMIND CSID 5 Right click on the FAXMIND CSID node select Fax number from the c
53. lude export wizard export information exporting contacts or exporting address book contacts in the title From Outlook 1 Select File gt Import Export gt Export from the main menu 2 Choose Comma Separated Values Windows gt Select Contacts gt Save exported file From Outlook Express 1 Select File gt Export gt Address Book from the main menu 2 Select Text File Comma Separated Values 3 Click Export Yahoo Mail To import your Yahoo Mail address book save your file as a Yahoo CSV Instructions are available in the Yahoo Mail Classic help section at Exporting contacts Hotmail Hotmail 1 Log on to your Windows Hotmail account 2 Inthe left pane click Contacts 3 Click the Manage drop down menu at the top of the People list and select Export 4 When prompted to open or save the file click Save 5 Select a location to save the file and then click Save The default file name is WLMContacts csv Hotmail Live 1 Sign in to your Hotmail account 2 Click the Outlook drop down menu on the bottom left of the page and select People 3 Click the Manage drop down menu at the top of the People list and select Export 4 When prompted to open or save the file click Save 5 Select a location to save the file and then click Save The default file name is WLMContacts csv Gmail FaxMind is integrated to import Google contacts directly however you can also edit the contact list by expor
54. lue 4 gt lt add key RecordAutoDrop value 1 gt lt add key WebServicePorCerPassword value lt appSettings gt o Click Start menu point to FaxMind Server click Start FaxMind Service and click Yes to continue o Launch FaxMind Manager again the Configuration Wizard will be displayed 13 Fax Billing settings The FaxMind is integrated in a fax billing function Fees can be charged by the number of pages or the sending duration of fax sent After configuring the Dialing Rules See 4 FaxMind will be able to detect whether you make local calls long distance calls or international calls otherwise they will be marked as Direct dial calls FaxMind allows you to define the individual rates for Local calls long distance calls international calls and Direct dial calls e Navigate to Settings tab on the ribbon toolbar e Click Advanced in the Left bottom of window to display the Advanced Settings section e Check the Enable Billing option and setup the fees o Charged by Sending Time Fax pages Choose a billing method you would FaxMind to perform o Local calls Enter the rates for local calls o Long distance calls Enter the rates for long distance calls 49 FaxMind Server User s Manual o International calls Enter the rates for international calls o Direct dial calls Enter the rates for Direct dial calls e Don t forget to click the Save button on toolbar to apply changes This billing function is usually use
55. mail Company Department Phone Mobile Job Title Address Zip code Website Jeff O Connell 8435010 joconnell dataworksintl com DataWorks 34412341234 623 East 68th Street NY USA zip code NY Jocelyn Saxe 8435009 jocelyn ultrainterior co nz If the value contains comma it has to be surrounded by double quotes line breaks must be replaced with 4 minus signs Example 623 East 68th Street NY USA Once you ve entered all of your contacts into a table save the document and select CSV Comma delimited csv as the type of file you d like to save If prompted to verify your selection click Yes or OK Click here to download a sample file Importing the CSV files o Navigate to Contact tab o Click Import button in Export Import Tools group on toolbar to open the Import Contact Wizard 66 FaxMind Server User s Manual o Select Import users from CSV VCF file option and click open button and locate the CSV files you want to import press Enter o Click Next to continue set the delimiters you data contains if needed o Click Next to start importing o Finally the wizard will display a brief summary of click OK to close Tips H All imported contacts will be stored in a new group called YYYY MM DD and can be renamed later e You can select to import CSV and vCards files at a same time e Duplicate or empty fax number will be skipped 16 5 Import Google contacts to FaxMind Instead of creating contacts
56. me for sending receiving fax 76 FaxMind Server User s Manual EndTime Ending date and time for sending receiving fax Attempts How many times FaxMind will try to send out the fax Resolution Fax resolution FaxName Fax file name FileSize Fax file size PhoneT ype Local Long distance International or Direct dial calls Status Brief description of fax result LastError Last error message 19 Purchase FaxMind Server FaxMind Server is licensed by the number of Users that are going to work with the software The number of users for a license is calculated from the total number of persons using the fax service For example a 50 user license gives the license holder the ability to use the software for a maximum of 50 persons Purchasing a license of FaxMind Server is a one time cost and NOT a monthly or yearly subscription a license that lets you use the version you purchased indefinitely When you purchase a license you will receive a confirmation email with an instruction that shows how to activate your license step by step Purchase Online now gt gt gt 20 Technical support If you have a problem with FaxMind please take a look at the Help or Frequently Asked Questions in our website first it may already contain an answer to your question If you still have a problem with FaxMind and nothing else helps please Open a Support Ticket on our website or contact us at support faxmind com Please inform us
57. ngs tab 15 FaxMind Server User s Manual 2 On the left of main interface click to select Fax Devices section 3 Choose a fax modem would like to remove 4 Click dropdown allow of Manual Add Fax Modem button click Remove Fax Modem in the popup menu 5 You will be asked to confirm the action If you are sure click OK 5 3 Fax Device Properties The settings for each of your fax devices are configured through the Fax Device Properties dialog Under the Fax Devices section of the Settings tab double click on a listed device to open its Fax Device Properties dialog 5 3 1 General Settings The default tab displayed when opening a device s Modem Properties dialog is General It displays the settings and information about the fax device including the port on which it operates the identifier CSID you specified etc General IVR amp Voice es S Fer Device Properties a OOOO O Fax Device Name Dialogic Diva UM Analog 8 PCI vl Channel 1 5 COM port 1 5 Fax class Diva API Reset sequence Init sequence CSID Sender ID DIVAL 5 Scheduled Enable Outbound amp Inbound calls Erom Monday to Friday Function J Enable Outbound Calls Send Fax J Enable Inbound Calls Receive Fax a Answer to calls after Advanced Use Dial Prefix for outbound calls Dial Prefix J If no response auto drop the call after 30 seconds
58. nt s email address pane B Specify the Recipient s mobile phone number Company C Specify the Recipient s company name Address Add A Specify the Recipient s mail address Zip Z Specify the Recipient s zip code Sender s details If no sender s details are present user s information will be displayed Macros Abbreviated Description FrFullName FrName FN_ Specify the Sender s full name FrJobTitle FJ Specify the Sender s job title FrFax FF Specify the Sender s fax number FaxMind Server User s Manual FrPhone FP Specify the Sender s voice phone number FrEmail FE Specify the Sender s email address tee FW Specify the Sender s home page ae FB Specify the Sender s mobile phone number FrCompany FC Specify the Sender s company name FrAddress FA Specify the Sender s mail address FrZip FZ Specify the Sender s zip code 18 2 Fax Macros The following macros are used in Coverpages See 10 Fax Header See 6 4 string Notification Emails See 8 3 and SMS See 11 messages to display useful fax information Macros are case insensitive and must start with a and end with a Recipient s details UI GE Description Recipient Recipient s full name Fax Recipient s fax number Phone Recipient s voice phone number Email Recipient s email address SE Recipient s mobile phone number Company Recipient s company name Address Recipient s mail address Zip Recipient s zip cod
59. o add the new department e Click Add button in Departments group on toolbar e Inthe New Department dialog box type a name and description for the new department and then click OK To edit an existing Department e Navigate to Accounts tab e In Departments panel select the department you would like to edit e Click Edit button in Departments group on toolbar e Make changes to the name or description and then click OK To remove a Department e Navigate to Accounts tab e In Departments panel select the department you would like to remove e Click Remove button in Departments group on toolbar e Click OK to confirm 15 2 Manage Users The User List displays the names Virtual ext numbers and Email addresses of every user that has been granted permission to send faxes via FaxMind Server in a department The listing can be sorted by any of 56 FaxMind Server User s Manual the available fields Account Full name Ext number etc by clicking the heading Clicking the same heading again will cause the list to alternate between an ascending or descending sort order 15 2 1 Add a new User account e Navigate to Accounts tab e In Departments panel select the Department in which you want to add the new user account e Click Add button in User accounts group on toolbar the New a new User dialog box will be displayed C FaxMind Manager Ee ee tel Add a new Account bei The contact info will be applied to Cover
60. o it This cover page might be the default cover page or the one you specify when you compose email To create or edit a cover page select the Cover Pages section in the Settings tab Creating a New Cover Page e Click the New button on top of the Cover Pages section the New Cover Page dialog will appear D erc New Cover Page Zeg ka Include a CP lt Abbreviation gt in email body to specify a coverpage for the fax Name The Price Quote for Audi Abbreviation Ad Make sure the coverpage name does not contain any of the following characters spi ee see er al Ul leg Cancel e On this dialog you will assign a Name and a desired Abbreviation to your cover page e After you have entered this information click OK e FaxMind will create the Cover Page and load it into the FaxMind Cover Page Editor for customization Description e Cover page name Type a name for your cover page into this text box This may be a descriptive name such as The Price Quote for Audi e Abbreviation Here is you can enter an abbreviation regarding this cover page This allows you to easily specify a specific cover page when you compose email especially using a cell phone 41 FaxMind Server User s Manual 10 2 CoverPage Macros The following macros are used in Coverpages See 10 Fax Header See 6 4 string Notification Emails See 8 3 and SMS See 11 messages to display useful fax information Macros are
61. o send them again If a fax message has more than one recipients the FaxMind will send the fax to the undelivered recipients only To resend an Undeliverable fax e Navigate to Fax tab e In Folder Explorer select the Undeliverable folder e Right click on a fax message you want to resend e Click Resend on the pop up menu To resend two or more Undeliverable fax e Navigate to Fax tab e In Folder Explorer select the Undeliverable folder 51 FaxMind Server User s Manual e In Undeliverable folder press Ctrl or Shift and select all required fax messages e Right click on one of the selected fax messages click Resend on the pop up menu 14 4 Delete or restore Fax Voice message To move a fax voice message to Recycle bin e Navigate to Fax tab e In Folder Explorer select a corresponding folder e Right click on a fax voice message you would like to delete and click Delete in the popup menu or press the Delete key directly e Click OK to continue To purge a fax voice message e In Folder Explorer select the Recycle Bin folder e Right click on a fax message and click Purge in the popup menu or press the Delete key directly e Click OK to continue Warning e Fax voice message will be deleted and can t be restored once it s purged To Restore a delete fax voice message e In Folder Explorer select the Recycle Bin folder e Right click on a fax message and click Restore in the popup menu or click the Restore bu
62. ontact info will be applied to Cover Page Leave them blank will use the company contact info i Detail F4 Permissions Outgoing v Allow to send fax Default Priority J Send notification to user when fax sent Normal L Incoming d Receive incoming fax amp voice message Others v Send notification to user via SMS text message Reset user s password to EMPTY e Allow to send fax When this checkbox is enabled user will have permission to send out fax from Email clients or FaxMind Desktop client for Windows e Default Priority Set the user s Default Priority for all outgoing fax message e Send notification to user when fax sent User will be notified by email of the result of their outgoing fax if this checkbox is enabled 59 15 3 FaxMind Server User s Manual Receive incoming fax amp voice message When this checkbox is enabled user will be able to receive incoming fax amp voice message via email if there s a matching rules Send notification to user via SMS text message User will be notified by SMS when a fax was sent or an incoming fax received if this checkbox is enabled Import users from CSV Files It s a two steps process for FaxMind to import users from a CSF file First you need to prepare and verify your CSV file Next simply choose the file to perform the importing Tips Preparing your CSV file Please ensure that your CSV is a valid CSV format A good way to check i
63. ontext menu 6 Enter 602 845 1234 in the Enter a fax number here text box and press Enter 8 3 Configure Email Template Profiles Navigate to Settings tab click E mails button on toolbar the Email Template Profiles dialog will be displayed Email Template Profile gives you the ability to personalize email message e g Localization of language Italian or German which used to automatically send notices to users Each profile includes four email templates Fax sent succeeded Fax sent failed Receive incoming fax and Receive voice message Macros which will be replaced as the information related the fax recipients and users could be inserted into the Subject and Body of the email template E S sip FaxMind Monger x Email Template Profiles Create personalized email templates used to automatically send notices to user Right click the Subject and Body below to aD insert a Macro Macros will be replaced as the information related the fax recipients and users Email Profiles Default Email Template Details Send email to users when Fax sent succeeded Subject Fax successfully sent to Fax at DateTime Body Dear FrFullname Your Totalpage page fax message to Fax has been sent successfully Please keep the information below regarding your fax Recipient Fax Pages Totalpage Duration Duration Delivered DateTime Job ID FAXID Thank you The FaxMind Team e Emai
64. order to use this method of faxing When you compose your email message you can specify just a fax number or an email address on the Subject line like this 203 2250505 daniel wollman ctmemory com You can also specify the recipient s name and the fax number or email address Daniel Wollman lt 203 2250505 gt Daniel Wollman lt daniel wollman ctmemory com gt Daniel Wollman daniel wollman ctmemory com Attachments in the email will be converted and combined automatically to a faxable tiff image and attached behind cover page if exists You can customize your fax message CoverPage by adding email macros in the email body i e SUBJECT COVERPAGE HEADER MEMO PRIORITY ect more details see the Email Macros section The following image shows a demo in Outlook 2007 d 203 225 7751 gt Daniel Wollman daniel wol Message Insert Options Format Text This message has not been sent To faxservice faxmind com Send d m Account Subject lt 203 225 7751 gt Daniel Wollman daniel wollman ctmemory com Attached ha Manual doc 919 KB E FaxMindCoverPage pdf 69 KB CP fm S Testing fax hello This is a test fax Please do not respond Al Regards Bene FaxMind Server User s Manual To faxservice faxmind com Email account that FaxMind Server is monitoring Subject lt 203 225 7751 gt Daniel Wollman daniel wollman ctmemory com Recipients of the fax
65. played specify an output CSV filename and press Enter 17 Fax Usage Report The Reports tab consists of five reports that provide useful information such as amount of faxes sent and received by each user as well as the fees and expenses of the user etc 17 1 User Fax Usage Report This report shows the amount or transmissions details of faxes sent and received by each user during a particular period With this report you can determine who is sending and receiving the most faxes e Navigate to Reports tab 68 FaxMind Server User s Manual e Click User button in Usage Reports group on toolbar to open the User Fax Usage Report dialog box Staats E User Fax Usage Report Generate fax usage report for the specific users during a particular period From 2 26 2013 Bv Show transmission details To 2 27 2013 El Check to select users Sorted Select All Admin admin faxmind com F support faxmind com E faxservice faxmind com Show transmission details Check this option if you would like to generate the transmission details of faxes sent and received by each user e Select the users and specify a time period and click OK 17 2 User s Billing Report This report shows the billing summary of faxes sent by each user during a particular period It is suitable to the space that needs to charge cost for faxing such as Hotel and Resort You can print out or export the dail
66. ponding folder e Right click the fax message and click Properties in the popup menu or click the Properties button on toolbar 53 FaxMind Server User s Manual e The Fax Properties dialog will be displayed General Transmission Details Fax ID 4 Default Profile Scheduled 2 22 2013 11 42 48 AM Recipients 808 Submission 2 22 2013 11 42 48 AM Priority Normal Cover page 2 Header File D FaxMindData OutGoing 2013 02 2013022211425000085 tif Resolution Fine Start time Duration 4 seconds Pages 1 Size Fax Editor o Fax ID Fax Job ID in FaxMind o Scheduled Scheduled time of the fax message o Recipients To whom the fax will be sent o Caller ID The sender s fax number o CSID The sender s called subscriber identification o Submission Date and time user submitted the fax job o Priority Priority of the fax message Low Normal High o Cover Page Cover page will be added to the fax o File Full path of the fax file o Resolution Quality of the fax message o Time Rec d Date and time when FaxMind receive the fax o Start time Starting time of the 1st time FaxMind try to send out the fax 54 FaxMind Server User s Manual o Duration Total length in seconds of the sending receiving time o Pages Total pages for the fax message cover page is not included o Size File size of the fax file o Transmission Details Display the sending status for all recipients R
67. rdWav wav Press to end the input or timeout in 10 seconds Call be dropped after 3 failed attempts Cancel e Greeting voice file Play a pre recorded greeting menu voice message to the caller It better not be more than 15 seconds long e User extension pressed play FaxMind Server provides every user a special Virtual Extension number for callers to send fax to the user directly When the caller enter dial a valid extension number play this voice message and then start to receive fax which will be automatically forwarded to the owner of the virtual extension number e Warning message Play this message to the caller if he she entered an invalid extension number e Enable Recording Voice message FaxMind can be used as an auto answer machine that allows the caller to leave a message to corresponding users based on the Routing Rules See 8 e Virtual Extension number By default faxmind will start to record a voice message when the caller presses For Modem the default max duration is 20 seconds or ends when the caller pressed For Diva Fax board there s no this limit e Before recording play Play a pre recorded voice message to the caller before recording a voice message Cautions e In order to use this feature make sure that your modem fax board is voice compatible e Voice files better not be more than 15 seconds long 14 FaxMind Server User s Manual 5 2 Manually Add Remove Fax Modem Use
68. re In the New Fax dialog of FaxMind Desktop Client you can simply customize the fax message including fax header banner text coverpage scheduled time choosing fax recipients from the Public Contact list and even opening the resulting document with Fax Editor to modify it before sending out Users can use their favorite email client like Microsoft Outlook to send receive and manage faxes rather than use the FaxMind Desktop Client If you enter an email address as a recipient when composing an email message FaxMind will automatically get the fax number of a particular contact from the Public Contact list by searching the email address then send the fax to Special macros can be placed within the body of an email message to achieve specific results Documents attached to email message can be converted and combined automatically to a faxable tiff image and faxed immediately If you have a voice compatible fax modem or fax board installed and enable the IVR functionality FaxMind will play a welcome voice prompt to the caller after picking up the phone and wait for a response for a period of time the caller may choose to leave a voice message or send a fax to be forwarded to user s email box based upon the routing rules even can press a virtual extension phone number to send a fax to particular users directly Inbound fax can also be automatically printed to printers and forwarded to other fax numbers FaxMind Feature Summary e Send amp Re
69. s to import your file into Microsoft Excel and see if the data is as expected This is also a good opportunity to do any massaging of the data if you wish The CSV file must contain a heading row For example here is a valid file with two sample users Email Full Name Extension Mobile Phone Fax Address Zip Code Website Job Title Priority Permissions David example com David Yuan 801 188687654321 886 844 1111 886 844 2222 ZIPCODE http www faxmind com Sales Manager 1 15 Ben example com Ben 802 1 15 The value of priority can be from 0 through 2 Low Normal High and the permission must be 15 Click here to download a sample file Importing the CSV file o Navigate to Accounts tab o Click Import button in Export Import Tools group on toolbar to open the Import User Account Wizard o Select Import users from CSV VCF file option and click open button and locate the CSV files you want to import press Enter o Click Next to continue set the delimiters you data contains if needed o Click Next to start importing o Finally the wizard will display a brief summary of click OK to close All imported users will be stored in a new department called YYYY MM DD and can be renamed later You can select to import CSV and vCards files at a same time Duplicate email address will be skipped 60 FaxMind Server User s Manual 15 4 Import users from a Google Apps Instead of creating user accounts from s
70. sed upon the Caller ID or Remote ID CSID All the blocked history which includes blocked times profiles conditions and descriptions will be clearly listed on the Blocked History window 26 FaxMind Server User s Manual Anti Spam Blacklist Setup Blocking Rules in order to prevent receiving Junk Spam Faxes Rules est e Add Click to open the Add a Blacklist rule dialog box to add a new blacklist rule e Edit Select corresponding rule in the list and click this button to change the settings e Delete Click to delete the selected rule e History Click to open the Blocked History dialog box to browse all blocked calls 7 1 Add blacklist Rule e Navigate to Settings tab on the ribbon toolbar e Click Blacklist button on toolbar the Anti spam Blacklist dialog will appear 27 FaxMind Server User s Manual e Click Add button to open the Add a Blacklist Rule dialog eng Add a Blacklist Rule Specify a matching rule Regular Expression supported Remote side s Matching Criteria 2 Caller ID Caller Identification Begin With el Jo Applied to profile All Profiles ke Si e In Remote side s list box choose a matching criteria you wish to use Remote ID CSID or Caller ID e Choose a matching type Conditions Equal to Text Containing text Begin with or Use Regular Expression you would like to use e Enter the matching value or Regular Expression in the Valu
71. ser s Manual Fax s details UI GE Abbreviated Description Specify the cover page that will be used for this fax Value must CoverPage CP P l l SS l specify a valid Abbreviation of the cover page in FaxMind Server f Specify the subject of the fax This text is inserted in the Subject Subject S field of the coverpage Specify the memo of the fax This text is inserted in the Memo Memo Comment M field of the coverpage When no memo is present email body text below the macro lines will be treated as memo Set the fax header string banner text of the fax This text is Header Banner H added to the top of each fax page sent Set a priority value for the fax 2 is the highest priority and 0 is the lowest Fax messages will always be faxed in the order of their Priority PY Ban S priority setting When no priority setting is present they will be treated as Normal with a setting of 1 Set the TSID for fax device When no TSID setting is present TSID CSID oe FaxMind will use the Fax device s default Local ID Recipient s details If no recipient s details are present FaxMind will attempt to retrieve the recipient information from the public contact list by searching with the fax number or email address you entered in the Subject line Macros Abbreviated Description Recipient F Specify the Recipient s full name Phone Tel T Specify the Recipient s voice phone number Email E mail E Specify the Recipie
72. specify an output CSV filename and press Enter 16 Manage Public Contacts FaxMind Server is equipped with a Public Contacts manager can be used to manager all of your contacts If you use mail client Outlook Live Mail etc or webmail Gmail Yahoo etc to send a fax and your fax includes a cover page FaxMind will attempt to retrieve the recipient information from the public contact list by searching with the fax number or email address you entered while composing email and then display on the cover page So it s a good idea to import add all of your regular recipients to the Public contacts In FaxMind Desktop Client for Windows you can simply choose a Public Contact as recipient while composing a new fax 16 1 Manage contact Groups To add a new Contact Group e Navigate to Contacts tab e In Contact Group panel select the group in which you want to add the new contact group e Click Add button in Contact Groups group on toolbar e Inthe Add a new Contact groups dialog box type a name and description for the new contact group and then click OK To edit an existing Contact Group e Navigate to Contacts tab e In Contact Group panel select the group you would like to edit e Click Edit button in Contact Groups group on toolbar e Make changes to the name or description and then click OK To remove a Contact Group e Navigate to Contacts tab e In Contact Group panel select the group you would like to remove e Click
73. ties 1 5 Compatible Dialogic Diva UM Analog 8 PCI v1 Channel 1 5 Present COMI Compatible IC 56k External Dats Fax Voice Modem Pnp Present 01 1 Compatible Dialogic Divs UM Anaslog 8 PC vi Channel 1 1 Present 01 2 Compatible Dialogic Diva UM Analog 8 PC v1 Channel 1 2 Present 01 3 Compatible Dialogic Diva UM Analog 8 PCI v1 Channel 1 3 Present 01 4 Compatible Dialogic Diva UM Analog 8 PCI vl Channel 1 4 Present 01 6 Compatible Dialogic Diva UM Analog 8 PCI vl Channel 1 6 Present Compatible Dislogac Divs UM Anslog 8 PCI v1 Channel 1 7 Present Compatible Dialogic Divs UM Analog 8 PC v1 Channel 1 8 Present 12 FaxMind Server User s Manual Enable Dialing Rules Select this option if you wish FaxMind using the Dialing Rules See 4 to convert fax numbers you entered into dialable format It includes e Country or region code e Area or city code e Access code for Domestic Long Distance calls e Access code for International calls Fax Devices Configure fax devices installed on your system e Auto Detect Scan the local COM port and available DIVA channels to detect installed modems and Dialogic Diva Fax Boards FaxMind will attempt to detect automatically all fax devices accessible to the FaxMind Server Occasionally you may need to rescan your ports after replacing or re pluging fax devices or in the event of some error If the server is unable to detect your modem you can use the Manual Add Fax Modem See 5 2 feature to
74. ting the Google Contacts to a CSV file before you import to FaxMind 1 Sign in to Gmail 65 FaxMind Server User s Manual 2 Click Gmail at the top left corner of your Gmail page then choose Contacts 3 From the More actions drop down menu select Export 4 Choose whether to export all contacts or only one group 5 Select the Outlook CSV format 6 Click Export 7 Choose Save to Disk then click OK 8 Select a location to save your file and click OK AOL Mail To import your AOL Mail contacts save your file as a AOL Mail CSV Instructions are available in the AOL Mail help section at How do export contacts from AOL Mail Others Refer to your service or client help section for information on how to export your address book If you have trouble importing a file in to FaxMind Server you may need to open the file in Excel alter the columns and or headers See 16 4 and then save the file as csv 16 4 Import contacts from CSV Files To import contacts to FaxMind Creating or editing CSV files Use CSV files to import contacts Spreadsheet programs like Microsoft Excel Open Office Cell and Google Spreadsheets make it easy to create and edit CSV files Your CSV file should be formatted as a table and must include a header or first line that defines the fields in your table FaxMind accepts many common header fields name email address etc Here is a valid file with two sample contacts Full Name Fax E
75. to apply in the Fax Devices under Profile combo box 2 Enter a description for the condition 3 Click OK Create a condition based on a CSID or Caller ID 1 Select All Devices in the Fax Devices under Profile combo box 2 In Remote side s list box choose Remote ID CSID or Caller ID 3 Choose a matching type Conditions Equal to Text Containing text Begin with or Use Regular Expression you would like to use 32 FaxMind Server User s Manual 4 Enter the matching value or regular expression in the Value field 5 FaxMind can automatic add a description for the new condition make change if need be 6 Click OK Create a condition based on a fax device and CSID or Caller ID 1 Select a fax device you want to apply in the Fax Devices under Profile combo box 2 In Remote side s list box choose Remote ID CSID or Caller ID 3 Choose a matching rule Conditions Equal to Text Containing text Begin with or Use Regular Expression you would like to use 4 Enter the matching value or regular expression in the Value field 5 FaxMind can automatic add a description for the new condition make change if need be 6 Click OK 8 1 3 Perform actions for routing condition Here you can configure how FaxMind will do for the routing conditions Click Next to continue r 15 FaxMind Manager Perform actions Specify the actions you would like to perform Conditions Fax Modem COM1 Fax Linel Actions Actions HP Offi
76. tton on toolbar e Click OK to continue 14 5 Archive Fax and Voice message You can use FaxMind Manager to archive fax and voice messages that are successfully sent or received To archive a Sent or Received fax e Navigate to Fax tab e In Folder Explorer select the Sent folder under Outgoing folder or the Incoming folder e Right click on a fax message you want to archive e Click Archive on the pop up menu or click Move to Archive on toolbar To archive two or more Sent or Received fax e In Folder Explorer select the Sent folder under Outgoing folder or the Incoming folder 52 FaxMind Server User s Manual e Press Ctrl or Shift and select all required fax messages e Right click on one of the selected fax messages click Move to Archive on the pop up menu To restore Archived fax e In Folder Explorer select the Archive folder e Press Ctrl or Shift and select all required fax messages e Right click on one of the selected fax messages click Restore on the pop up menu 14 6 Quick Search e Navigate to Fax tab e In Folder Explorer select the folder that you want to search in e Inthe Quick Search box which locate at the Right top of the window type your search text e Press Enter messages that contain the text that you typed are displayed in the pane with the search text highlighted Press Esc to clear the search results 14 7 Fax Properties e Navigate to Fax tab e In Folder Explorer choose a corres
77. ument on its website SMS Settings TIE Your fax to Fax has succeeded Tips e f you find your SMS gateway is not listed on FaxMind feel free to contact us with the detail information of your SMS gateway for further help 12 Advanced Settings The Advanced section contains settings that are not used that often such as enabling the Web Client Service changing the Storage Location settings for Billing plan and various advanced settings that only 46 FaxMind Server User s Manual certain people may need Advanced More advanced settings for FaxMind Server Qe Settings 7 Web Client service d Enable log files for FaxMand Protocot TCP Port Ask password when restore this manager window HTTP 8088 Send confirmation email to illegal user HTTPS X509 certificate file J Automatic foward fax to users under the profile if there s no matching rule J Enable Billing Function Charged by sending Time Local calls Long distance calls International calis Direct dial calls Charged by fax Pages 0 1 S page 02 S page 05 S page 01 S page Storage Location Reinitialize Launch the Configuration Wizard to reinitialize Email Fax amp Voice Messages are stored at the path shown below FaxMind FaxMind Server All Your Dats May Lost Service will be STOP if you try to change the Storage Location O FaxMindData Change location Rewitialize Now The Settings contains the following items e Enabl
78. unt which FaxMind will collect email messages to be processed and faxed Turkey Office turkeysales faxmind com Y Enable Email to Fax functionality Server information Incoming mail server pop faxmind com d Requires an encrypted connection SSL Logon information User name Password Test account Profile name Enter a name for the configuration profile E mail address Enter Email address FaxMind will monitor for outbound faxes Incoming mail server Enter the pop3 mail server from which you wish to be collect FaxMind s message Port FaxMind will use this port when it connect to your mail server The setting is port 110 SSL 995 Requires an encrypted connection SSL Check this option if you wish to use SSL TLS when collecting messages from the mail server User name Enter the user name or login credential of the mail account on the specified server Password Enter the password needed to access the account Test account Click this button to verify the account before continuing 6 2 2 SMTP Account Information Here you can specify your email server that the FaxMind server will connect to for delivering incoming faxes and voice messages In addition this mail server will be used by FaxMind for delivering fax confirmation and failure status messages 21 FaxMind Server User s Manual Click Next button to continue Gi FaxMind Manege mme Outgoing Mail Server Specify a SMTP Server used
79. ws While it rarely changes you can use it to recognize the sender as well as the related recipient e Caller ID This is the sender s fax number you can use it to recognize the sender and therefore the related forwarded users There are a few requirements that must be met before you will be able to route faxes based upon Caller ID data First the Calling Number Display service must be active on the telephone line on which you receive faxes This service is provided by your telephone company usually for a small extra monthly charge Also your receiving fax modem must have support for detecting and preserving Caller ID data so that FaxMind can acquire it There are two methods for you to add routing rules e Manually add routing rules See 8 2 by using the right click context menu or tool button in the Automatic Routing Rules group on toolbar e Use the Inbound Routing Wizard See 8 1 to configure the routing rules automatically Tips e Routing rules are also applied to the incoming voice message e Right click on a profile and choose Clear all menu will remove all added rules under the profile 30 FaxMind Server User s Manual 8 1 Inbound Fax Routing Wizard for Profile 8 1 1 Choose a Configuration Profile Click Wizard button in Automatic Routing Rules group on toolbar will open the routing configuration wizard here you can configure the rules for forwarding incoming fax and voice message to user s email address printin
80. xMind Server User s Manual Click Next button to continue D FaxMind Manager Google Docs Automatically upload inbound amp outbound fax to Google Docs which supports online OCR Google Docs Account 7 Upload Inbound Fax V Upload Outbound Fax Username fax_faxmind google com Import from other Profile Password eee eeeeeeee Test account User name Enter your Google Docs account Password Enter the password needed to access the account Upload Inbound Fax Select this option if you would like FaxMind to upload all inbound faxes to your Google Docs account Upload Outbound Fax Select this option if you would like FaxMind to upload all outbound faxes to your Google Docs account Test account Click this button to verify the account before continuing 6 4 4 Notification email template and fax headers Choose an Email notification template See 8 3 for FaxMind server to send confirmation emails and custom your own Fax Header string for oubound faxes The Email template is intended to customize the subject contains of confirmation emails for faxes or fax transmission reports Click Next button to continue 23 FaxMind Server User s Manual Email Notification Template amp Fax Header Choose an Email Notification Template and specify your own fax header Email template profile Default Email Template Template Manager Fax header string To Recipient Fax Insert ma
81. y billing summary for each visitor with this report e Navigate to Reports tab 69 FaxMind Server User s Manual e Click Billings button in Usage Reports group on toolbar to open the User s Billing Report dialog box Generate expense report for specific user and time period All Users Y 02 26 2013 12 00 02 27 2013 14 37 KN WE SS e Select an user and specify a time period and click OK 17 3 Fax Line Usage Report e Navigate to Reports tab e Click Fax Lines button in Usage Reports group on toolbar to open the User s Fax Report dialog box Y FaxMind Manager Fax Line Usage Report Generate fax report for the specific Fax Device during a particular period Show transmission s details Check this option if you would like to generate the transmission details of faxes sent and received by each user Type Select the type of transmission you would like to generate e Select a fax device and a time period and click OK 70 FaxMind Server User s Manual 17 4 Daily Usage Report This report shows the amount of faxes sent and received per day during a particular period Through this report you can keep a record of fax usage in the organization e Navigate to Reports tab e Click Daily button in Usage Reports group on toolbar to open the Daily Usage Report dialog box D FaxMind Manager Daily Usage Report Generate Daily Report during a particular period From to 1 1 2013 By 1 31 2013 D L

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