FaxBack NET SatisFAXtion 8.7 (Including R3) - Manual - Manual (Page 3)

– NET SatisFAXtion 8.7 Manual 3
2.4.5.3 Deleting a User........................................................35
2.4.6 Creating, Modifying and Deleting Groups..........................35
2.4.6.1 Creating a Group.....................................................35
2.4.6.2 Modifying a Group...................................................35
2.4.6.3 Deleting a Group.....................................................36
2.4.6.4 Adding a User to a Group........................................36
2.4.6.5 Removing a User from a Group...............................36
2.4.7 Autoenroll...........................................................................36
2.4.8 Importing Users..................................................................37
2.4.8.1 Active Directory.......................................................37
2.4.8.2 Excel Spreadsheet...................................................41
2.4.8.3 XML.........................................................................44
2.4.8.3.1 User List Import/Export XML File Format......................44
2.4.9 Exporting Users..................................................................46
2.4.9.1 Excel Spreadsheet...................................................47
2.4.9.2 XML.........................................................................47
2.4.10 Enabling and Using Advanced User Settings....................47
2.4.10.1 CSID / TSID..........................................................47
2.4.10.2 ANI........................................................................48
2.4.10.3 Per-User Delivery Format.....................................48
2.4.10.4 Email Notifications for Non-Email Clients.............48
2.4.10.5 User Database......................................................49
2.5 Inbound Faxes.................................................50
2.5.1 Routing Methods.................................................................50
2.5.1.1 Manual Routing........................................................50
2.5.1.2 Line Routing.............................................................51
2.5.1.3 DID / DTMF / DNIS Routing...................................51
2.5.1.3.1 DTMF...............................................................................52
2.5.1.3.2 Strip Digits from Front or Back of DID..........................52
2.5.1.4 CSID Routing...........................................................53
2.5.1.5 Caller ID / ANI Routing...........................................53
2.5.1.6 T.30 Subaddress Routing........................................53
2.5.1.7 Inbound Routing Capabilities By Device..................53
2.5.1.7.1 AudioCodes MediaPack, Mediant, and TrunkPack..........53
2.5.1.7.1.1 Emulating Line Routing...............53
2.5.1.7.2 Brooktrout Fax Cards......................................................54
2.5.1.7.3 Eicon Diva Server.............................................................54
2.5.1.7.4 MainPine RockForce / IQ Express...................................54
2.5.1.7.5 Any T1 or PRI Equipment / Any Other VoIP Equipment 54
2.5.1.8 Enabling DTMF Collection.......................................55
2.5.1.8.1 AudioCodes MediaPack MP114 / MP118......................55
2.5.1.8.2 Dialogic Brooktrout Fax Cards........................................55
2.5.1.8.3 Dialogic Eicon Diva Server...............................................55
2.5.1.8.4 Mainpine Rockforce / IQ Express....................................56
2.5.1.9 Refusing Unrouted Faxes........................................56
2.5.2 Routing to Users and Groups.............................................56
2.5.2.1 Routing to Users.....................................................56
2.5.2.2 Routing to Groups...................................................57
2.5.2.2.1 Round Robin Routing.......................................................58
2.5.3 Delivering Faxes to Clients.................................................58
2.5.3.1 Email........................................................................58
2.5.3.2 Microsoft Fax..........................................................59
2.5.3.3 Fax Machine Integration Server..............................60
2.5.3.4 Delivering to Both Email and Microsoft Fax............60
2.5.3.5 Delivering to Both Email and Fax Machine Integration
Server.....................................................................................60
2.5.4 Fax Export...........................................................................60
2.5.4.1 Configuring Export..................................................61
2.5.4.2 Global vs. Per-User Export.....................................62
2.5.4.3 Exporting to a Network Share (UNC Path).............62
2.5.4.4 File Name Format....................................................62
2.5.4.5 Information TXT/XML File.......................................64
2.5.4.5.1 Moving from the Legacy Export System to Workflow
Export.................................................................................................64
2.5.4.5.1.1 Disable Legacy Export...............65
2.5.4.5.1.2 Publish Export Workflows.........65
2.5.4.5.1.3 Configure Export.......................65
2.5.5 Autoprint.............................................................................65
2.5.5.1 Global Autoprint......................................................65
2.5.5.2 Group Autoprint......................................................66
2.5.5.3 Autoprint everything that comes in on a line...........68
2.5.5.4 Autoprint everything that comes in on a DID.........68
2.6 Outbound Faxes..............................................69
2.6.1 Errors and Retries...............................................................69
2.6.1.1 Number of Retries...................................................69
2.6.1.2 Intelligent Retry......................................................70
2.6.1.3 Retry Interval..........................................................70
2.6.1.4 Which Errors are Retried.........................................70
2.6.1.5 Customizing Retryable Errors.................................71
2.6.2 Dialing the Same Number More Than Once........................71
2.6.3 Outbound Number Validation.............................................71
2.6.3.1 Starting the Validation Editor..................................73
2.6.3.2 Adding a Validation Rule .........................................73
2.6.3.3 Testing Validation Rules .........................................76
2.6.3.4 Scenario: Seven Digit Local Dialing.........................76
2.6.3.5 Scenario: Ten Digit Local Dialing.............................80
2.6.3.6 Scenario: Dial As-Is (No Validation)........................83
2.6.3.7 Scenario: Adding Access Codes..............................83
2.6.3.8 Adding Pauses to the Dial String............................83
2.6.4 ANI (Caller ID)....................................................................83
2.6.5 Cover Sheet Templates......................................................84
2.6.5.1 Cover Sheet Templates for Email Users ................84
2.6.5.2 Selecting Cover Sheet Templates...........................84
2.6.5.3 Cover Sheet Selection ............................................85
2.6.5.4 When Cover Sheets Will Be Used...........................85
2.6.5.5 Cover Sheet Variables.............................................86
2.6.5.6 Forcing Cover Sheets..............................................87
2.6.6 Outbound Document Conversion ......................................88
2.6.6.1 What is Document Conversion?..............................88
2.6.6.2 Server-Side Conversion vs. Client-Side Conversion
................................................................................................88
2.6.6.3 Common Conversion Helper Applications..............88
2.6.6.4 Troubleshooting Conversion Errors........................89
2.6.6.4.1 IMPORTANT: Verify Log On Account.............................90
2.6.6.4.2 Determine File Types Submitted.....................................90
2.6.6.4.3 Look Up File Association.................................................90
2.6.6.4.4 Call Application’s “printto” Action...................................90
2.6.6.4.5 If Manual Testing Doesn’t Reveal the Problem..............91
2.6.6.5 Common Issues.......................................................92
2.6.6.5.1 Adobe Acrobat................................................................92
2.6.6.5.2 Microsoft Word...............................................................92
2.6.6.5.3 WordPerfect....................................................................92
2.6.6.5.4 Microsoft Word Viewer / Excel Viewer:.........................92
2.6.6.5.5 Microsoft Snapshot Viewer.............................................92
2.6.6.6 PCL Converter.........................................................92
2.6.7 Fax Export...........................................................................92
2.6.8 Autoprint.............................................................................92
2.7 Reporting.........................................................93
2.7.1 Using Reports.....................................................................93
2.7.1.1 Saving Reports........................................................93
2.7.1.2 Printing Reports......................................................93