Multi-Tech Systems FAX FINDER FF220 - Manual (Page 123)

Chapter 5: FaxFinder Client Software Operation
Multi-Tech Systems, Inc. FaxFinder Admin User Guide 123
Transferring an Established Standard FaxFinder Address Book to a New Client-
User
A FaxFinder Address Book can be created in any of several ways: new contacts can be added manually,
they can be added when faxes are being sent, they can be added by synchronizing with Outlook, and
they can be added by importing CSV files.
In many cases, it will be desirable that all members of an organization have access to a ‘starter’ Address
Book with a common/standard set of contact entries that might be useful to everyone in the organization.
Thereafter, each individual client-user can modify his/her Address Book as needed.
Therefore, it may be important to have an established ‘standard’ Address Book to furnish to a new client-
user. To provide such a ‘standard’ starter Address Book for new client-users, follow the steps below.
1. The FaxFinder Administrator (or other keeper of the standard Address Book) should export his/her
Address Book with an appropriate file name.
At the FaxFinder Client software, go to Address Book | Export. Choose the required delimiter from the
“Delimiter” drop-down list. Then, at the Address Book Export screen, click Export.
Save the CSV file with an appropriate filename.
2. The FaxFinder Administrator should then send the standard Address Book CSV file to the new client-
user by email. Include advice about whether or not First Line Headings are used in the standard Address
Book.
3. The new client-user must put the Standard Address Book CSV file into a convenient directory on
his/her computer.