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Fax Pro Module User Guide Schmooze Com Inc.

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User guide For the Fax Pro Module

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Page 1: Fax Pro Module-Userguide

Fax Pro ModuleUser Guide

Schmooze Com Inc.

Page 2: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

© Copyright Schmooze Com, 2012

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Fax Pro ModuleUser Guide

Page 3: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

© Copyright Schmooze Com, 2012

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Fax Pro ModuleUser Guide

Default Fax header:

Default Local Station Identifier:

Outgoing Email address:

Schmooze Com Inc

[email protected]

920-886-8131

Fax Presentation Options

Error Correction Mode

Maximum transfer rate

Minimum transfer rate

Fax Transport Options

14400

9600

Yes No

Page 4: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

© Copyright Schmooze Com, 2012

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Fax Pro ModuleUser Guide

Fax Cover Page Options

Company Name:Company Address 1:Company Address 2:Company Address 3:Company Phone:Company Web Site:

Company Footer:

Preview Cover Page

Company Logo:

No file chosen

SchmoozeCom, Inc.

1351 Kimberly Dr.

Neenah, WI 54956

9208868132

www.schmoozecom.com

500

Preview

Delete logoChoose File

Max Pages:

Excess Faxes: Reject Delete Oldest3000

Page 5: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

© Copyright Schmooze Com, 2012

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Fax Pro ModuleUser Guide

- Fax

EnabledFax EmailStore LocalyOutgoing Station IDOutgoing HeaderCover Sheet NameCover Sheet TelCover Sheet Email

[email protected]

[email protected]

9208868131

Schmooze Com Inc

Tony Lewis

920-886-8130

Page 6: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

© Copyright Schmooze Com, 2012

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Fax Pro ModuleUser Guide

Detect Faxes:

Fax Detection type:

Fax Detection Time:

Fax Destination:

Fax Detect

Dahdi

4

== choose one ==

No Yes

Detect Faxes:

Fax Detection type:

Fax Detection Time:

Fax Destination:

Fax Detect

Sip

4

Fax Recipient Preston McNair (4001)

No Yes

Page 7: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

© Copyright Schmooze Com, 2012

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Fax Pro ModuleUser Guide

Call MonitorVoicemail

Conference ProContact DirectoryFax Presence

Feature CodesFollow MePhone Features

VmX™ LocatorSettings

Logout

- Send a fax

Send Fax

No file chosenChoose FileFile

DestinationCoversheet?

You are using 2% of your fax storage quota.

out Thu, Sep. 13, 2012 4:41 pm 4002 77719207274613 OK 1

Fax Date From To Status Pages View Forward Delete

Recipient Name

Message

My Name

My Tel

My Email

Tony Lewis

920-886-8132

tony.lewis@schmooze

1340

Page 8: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

© Copyright Schmooze Com, 2012

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Fax Pro ModuleUser Guide

- Stored Faxes

You are using 2% of your fax storage quota.

out

In

In

In

out

Thu, Sep. 13, 2012 4:41 pm

Wed, Sep. 12, 2012 6:52 am

Mon, Sep. 3, 2012 10:55 am

Tue, May 29, 2012 9:45 am

Wed, May 23, 2012 10:35 am

4002

2627977614

4002

9062271114

6193301897

77719207274613

4002

4002

4002

77719207274613

OK

OK

OK

OK

OK

1

3

3

3

1

Fax Date From To Status Pages View Forward Delete

Page 9: Fax Pro Module-Userguide

Chapters Overview Global Fax Settings Extension Fax Settings Inbound Route Fax Settings User Control Panel Faxing Options Recap

Overview

With Fax Pro you can now view all received faxes from your user control panel and send outbound faxes from your PBX. You can also manage your cover page settings for the whole company.

Global Fax Settings

When clicking on “Fax Configuration module” in your PBX admin GUI you will be able to set all the following options:

Fax Presentation Settings • Default Fax Header- This will be set to the name of the company and will appear at the top of all outbound faxes.

• Default Local Station Identifier- This will be set to the main fax number and will appear at the top of all outbound faxes.

• Outgoing Email Address- This is the email address all outbound faxes appear to be coming from to the recipient.

Fax Transport Options • Error Correction Mode- Many new fax machines are capable of resending data that was corrupt. If checked to “yes” we will attempt to negotiate ECM with the other fax machine.

• Maximum and Minimum Transfer Rate- Here you can set the minimum and maximum baud rates you want to negotiate faxing at. We recommend minimum of 9600 and maximum of 14400.

Fax Cover Page OptionsHere you can set all the company information you want displayed on your fax cover page whensending outbound faxes from the user control panel. You can click the preview button to preview what the cover sheet will look like:

Local Storage Options • Max Pages- Maximum pages of inbound faxes any user can store at anytime.

• Excess Faxes- What to do if the max pages occurs and a inbound fax comes in. You can choose between “Delete” or “Reject”. “Delete” will delete the oldest pages to make room for this new fax. “Reject” will reject the incoming fax.

Extension Fax Settings

Under the extension setting for any extension you can set fax settings as it relates to that user: Scroll down to the Fax Section as seen below.

Enabled- Check this box to enable fax to email for this user.

Fax Email- What email address to send faxes for this user to.

Store Locally- Store inbound faxes to this user on the server after emailing and let them view the faxes in the user control panel.

Outgoing Station ID- What fax number will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Outgoing Header- What company name will be displayed at the top of each fax page when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Name- What name will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Cover Sheet Tel- What phone number will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a coversheet.

Cover Sheet Email- What email address will be displayed on the cover sheet when sending faxes from the user control panel if the user chooses to include a cover sheet.

Inbound Route Fax Settings

Under the inbound route section of your Admin PBX you can set fax settings. Under the inbound route scroll down to the “Fax Detection” setting.

Fax Detect Setting • Detect Faxes- You can set this to “yes” or “no” if you want to have the system attempt to detect faxes on an inbound call. If set to yes you then need to choose the “Detection Type” and a destination on where to send fax calls to.

• Fax Detection Type- You can pick between SIP and DAHDI. If the call is coming from a SIP trunk pick SIP. If the call is coming in on a Analog or PRI line pick DAHDI.

• Fax Detection Time- How long to try and detect if the call is a fax or voice before failing to the voice destination. We recommend setting this to 4-5 seconds.

• Fax Destination- If the system detects a fax call this is the destination of where to send the fax call to. This is usually sent to the “Fax Recipient” destination.

You can also choose not to use fax detect and direct the inbound route as a normal destination to the fax recipient of the user you want to receive the fax (when someone sends a fax to this inbound route). This is tipically recommended because fax detection is not always totally accurate and will lead to inbound calls taking longer to ring through as it attempts to detect a fax tone before routing the call.

User Control Panel Fax Options

Logging into the user control panel you will see a section called “Fax”. From here a user can view all locally stored faxes (if enabled for the user) and send outbound faxes:

Send a Fax- From the user control panel you can choose to send a fax by uploading PDF or Tiff files. • File- Use the choose file option to pick any PDF or Tiff file on your local computer to upload. You can press the “Green +” button to upload additional files.

• Destination- Type the fax number of who you would like to send the fax to.

• Cover sheet- Selecting this option will allow you to include the cover sheet from the PBX for your user. If you choose to send a cover sheet you will then be prompted with the following additonal fields:

• Recipient Name- The name of the person you are sending the fax to. This will be included in your cover sheet. • Message- You can type a message that will be included on the cover sheet. • My Name- This is pulled from your extension fax settings but you can override the option here. • My Tel- This is pulled from your extension fax settings but you can override the option here. • My Email- This is pulled from your extension fax settings but you can override the option here.

View Received or Sent FaxesYou can view all sent and received faxes for your user:

• Fax- Shows if the fax was an inbound or outbound fax. • Date- Shows the date and time the fax was sent or received. • From- On an inbound fax, this will show the caller ID of who sent the fax. On an outbound fax, it will show the extension number of who sent the fax. • To- On an inbound fax this will show the extension number of who received the fax. On an outbound fax it will show the phone number of who the fax was sent to. • Status- This will show the status of the fax such as OK, Busy or No Answer. • Pages- The number of pages of the fax (sent or received). • View- Click this option to view the PDF of the fax. • Forward- Click this option to forward the fax to any other extension or outside fax number. • Delete- Click this option to delete the fax from the system.

Schmooze Com Inc.

http://schmoozecom.com

(920) 886-8130