Sending Faxes Using the Exchange Connector

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Exchange Connector allows you to send and receive fax messages as easily as email messages, right from your Outlook Inbox. Documents may also be sent as fax messages directly from most third-party applications. Exchange Connector’s address book and contact list integration, and the FaxPress Address template further simplify your fax messaging.

Sending a fax requires that your message be addressed to the recipient’s fax number. You may address a fax message by selecting a fax-specific address book entry, or by entering the recipient’s fax number according to the Exchange Connector’s manual addressing format (see Manual Addressing). After addressing your message, and writing whatever note you’d like to appear on the cover page/email message, attach the file you’d like to fax, then send your message. Attachments are rendered into fax file format for most applications, allowing you to send an attached file to both fax and email recipients simultaneously.

Using FaxPress Forms to Send Faxes

FaxPress fax forms for Exchange offers custom fax interfaces integrated into your existing Outlook client. The FaxPress forms for Exchange are available after the forms are published. The forms publishing procedure is described in Publishing the FaxPress Forms.

Using the FaxPress forms for sending faxes is optional. To specify a variety of fax job parameters, the fax form is ideal. To send a simple fax with only the standard recipient name and fax number info, use Outlook’s New Mail Message with the Exchange Connector’s manual addressing format. See Manual Addressing.

To send a fax message using the FaxPress forms for Exchange, follow these steps:

Using Address Books to Send Faxes

The Contacts list and Personal Address Book are the address books most suited for use with Exchange Connector.

Contacts

Use the Contacts list to send fax messages to recipients outside your LAN. You may already have an extensive Contacts list. If so, once you’ve added business fax numbers to those entries, you can use them to address your faxes.

To use the Contacts list to send a fax message:

Adding New Entries

Contacts allows you to import information (existing customer lists, other address books, etc.) from external data sources. Refer to Microsoft Outlook Help for importing details.

To add new individual entries:

Including the Recipient’s Company Name

Information in the Company Name field of the Outlook Contact list is not automatically passed to the FaxPress. To enable the recipient’s Company name to be passed to the FaxPress, use either of the following two options:

Option 1 allows you to address your fax using the Business Fax entry from your Contacts list.

To enable this option, enter the contact name followed by a forward slash followed by the company name in the Full Name field of the Outlook Contact, e.g.:

Oscar Wilde/Castelle

Next, enter the contact’s fax number in the Business Fax field.

Option 2: allows you to use the E-mail rather than Business Fax entry to address your fax. To enable this option, leave the Business Fax field blank, enter the recipient’s fax number in the Contact E-mail field according to the following format:

[fax:Name/Company@Fax Number]

Example:

[fax:Darius Rike/Castelle@4088528189].

Next, double-click on the email address you entered to display the E-mail Properties window. The information you entered according to the above format will appear as shown in the following Figure.

To address a new mail message using the information entered in Option 2, select the “E-mail” entry from the contact list, e.g.: Darius Rike (E-mail).

If the contact has an existing email address in addition to the one created for this purpose, then the entry could appear as: Darius Rike (E-mail 2)

In both Option 1 and Option 2, the Company Name will appear on the fax cover page’s Recipient Company Name field and in the Outgoing Fax Queue under the Company column.

The FaxPress Address Template and the Personal Address Book also allow additional sending options, including the Company name. See Personal Address Book and Using Manual Addressing Formats for more information.

Personal Address Book

The Personal Address Book, in utilizing FaxPress Address Template entries, offers you fax sending features not available with the Contacts list and Global Address List.

The FaxPress Address template’s fax sending features enable control over the:

The Personal Address Book requires you to enter fax and email address entries separately. Add all fax entries using the Faxpress Address Template to enable the sending options described above.

Addressing a Fax by Creating a New Entry

To send a fax message by creating a new Personal Address Book entry, follow these steps:

Enter settings entered shown in the Figure below to override those on the server, or leave fields blank to use the server settings.

Complete the required* Display Name and Fax fields and any additional optional fields, then click OK.

Display Name*: enter the recipient’s first and last name.

Fax*: enter the recipient’s fax number.

Company Name: enter the recipient’s company name.

Defer Till: Specify a future date and time for transmission. The date format depends on the FaxPress server settings. Check with your Administrator to find out if the FaxPress is set to mm/dd/yyyy/ ordd/mm/yyyy. Hours and minutes may be added, too, as /hh:mm. If only hh:mm is specified, the current day is used.

The FaxPress server may be set to 12 or 24 hour time. If the server is set to 12 hour time, then an am or pm must be included after the time entry.

Fine Resolution: enable Fine (200 dpi) or Standard (100 dpi).

Include Cover Page: enter ‘y’ to use one of the cover pages held on the Gateway; enter ‘n’ to use your email message as a cover page.

Cover Page Name: specify the cover page to use. Ask your Administrator for a list of available cover pages.

Line Number: use this field to choose a particular fax line.

Number of Retries: specify the number of times you’d like FaxPress to try resending. The default is set on the server.

Retry Interval: specify the number of minutes between retries.

Phone Number: enter your phone number and extension.

Billback code: specify a billback code. Admissible billback codes are set on the server.

Add to: The To, Cc and Bcc buttons may be used for addressing. The Send Options button, however, is a Microsoft option intended only for email entries – do not use for fax entries.

Existing Entries: Editing, Deleting, Adding to, Using

To edit or remove the entry from your Personal Address Book:

To address a fax using an existing entry:

Manual Addressing

Occasionally, you might want to send a fax without adding the recipient to one of your address books. Faxes may be manually addressed one of two ways, by:

Using the FaxPress Address Template

Take the following steps:

Using Manual Addressing Formats

You may also address faxes by manually entering the recipient’s fax number according to a variety of manual addressing formats.

Enter the recipient’s information the To: field of an Untitled-Message window according to any of the following formats:

[fax: recipient-name@fax-number]

e.g. [fax:Oscar Wilder@408-852-8024]

or

[FAX:recipient-name/company-name@fax-number]

e.g. [FAX:Oscar/Castelle@408-852-8134]

e.g. [FAX:Oscar Wilder/Castelle Inc@408-852-8134]

The information entered will appear in the corresponding recipient and company name fields of your fax cover page. Use a semicolon as a delimiter to enter multiple recipients.

The key word FAX is not case sensitive.

Additional Fax Job Addressing Options

To provide more fax job options in the address string, certain switches, associated with their values by an = sign, can be used with { } enclosure characters.

Example of how job option switches are associated with their values by an = sign, and enclosed with the { } enclosure characters:

[Fax:Asawari@{cn=castelle}{c=y}{cv=tomdales.cvr}{ph=408-852-8000}1408-852-8024]

Fax job option switches and their associated values are defined as follows:

Target Date:d = mm/dd/yyyy/hh:mm or dd/mm/yyyy/hh:mm

Resolution: r = S - standard or F - fine

Include Cover Page: c = Y - include a cover page or N - do not include a cover page

Recipient Company Name:cn = name of recipient company

Cover Page Name: cv = cover page file name with .cvr extension included (e.g. TomDales.cvr)

Recipient Voice Phone: ph = voice phone number of recipient

Billback Code: b = billback code for the fax

Line Number: l = specify line number to use to send the fax

Retries: rt = number of retries to attempt in trying to send the fax

Retry Interval (minutes): ri = the number of minutes to wait between retry attempts.

Notify on Incoming Fax: in = Y - Send an email to a fax recipient when a fax is received.

Delete fax after Notification:df = Delete the fax on the FaxPress server when the notification is sent.

Third Party Applications

Exchange Connector will also allow you to send documents as fax messages straight from most third-party applications.

Microsoft Send To

To convert Microsoft documents into fax messages, select File>Send To>Mail Recipient(as Attachment), then address and send as you would a standard email message.