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Fax Service Web Utility User Guide

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INFORMATION SYSTEMS SERVICE NETWORKS AND TELECOMMUNICATIONS SECTOR User Guide for the RightFax Fax Service Web Utility August 2011 CONTENTS 1. Accessing the Web Utility 2. Change Password 3. Web Utility: the interface 4. Send a document 4.1 New Document 4.2 Add attachments 5. Print a document from your list 6. Contacts 6.1 Create an individual contact 1. Accessing the Web Utility IMPORTANT NOTE: Access to the Web Interface is possible only through the use of Windows Internet Explorer web browser. Ctrl + click the image below to download Internet Explorer in case it is not installed on your computer: Open the Internet Explorer browser and type in the following url address, or Ctrl + click on the link below: http://faxsrv.ucy.ac.cy/webutil/ If it is the first time you are attempting to access the web utility, the following screen shall appear. Complete the required fields (four steps indicated on the screenshot) and click Login. If you have logged in to the web utility before, then you will be asked to enter only your User ID and Password. 1 2 3 The required server information to be entered here is faxsrv.ucy.ac.cy In the User ID field enter the username you have been given for the RightFax application by your IT administrator Make sure the Use NT Authentication field is NOT checked 4 In the Password field enter the password you have been given for the RightFax application by your IT administrator 2 NETWORKS AND TELECOMMUNICATIONS SECTOR, 2011 2. Change Password It is highly recommended that you proceed to changing your password as soon as possible. To do this, once you have logged in to the application, first select Options from the list pane to your left. Use the vertical scroll bar and scroll down to the Section User Information. Under the Change Password header, enter your Old Password and then enter the New Password. In the Confirmation field re-enter the new password. Once you have completed these three fields, click on the Change Password button: 1 3 2 4 A message will appear on top of the screen informing you whether the password changing was successful. If it was not successful, the message will inform you on what needs to be corrected: 3. Web Utility – Interface The following screenshot gives some details on the functionality of each button in the application’s toolbar. Please note that, in order to make use of some of these features, you will first have to select one or more documents on which to apply the desired features. Listed on the left pane you will see all your personal folders. To display the contents of a folder just click on it. To read a document, either sent or received, double click on it from the list. The document will open in a separate dialogue box Tools and toolbars are further explained in the next page. 2 NETWORKS AND TELECOMMUNICATIONS SECTOR 2011 1 2 3 4 5 6 1. Green arrow up indicates that the document has been sent. Red arrow down indicates that the document has been received. 2. The document has been viewed. 3. The document has been printed. 4. The document has been OCRed or has binary file attached. 5. PDF created 6. The document has been routed to email inbox 3 NETWORKS AND TELECOMMUNICATIONS SECTOR 2011 4. Send a Document 4.1 New Document To send a new fax document, click on the arrow next to New from the toolbar and then click on Document (marked in the top left corner of the screenshot below). A new dialogue box will appear. Click on the To button. A new dialogue box will open where you will be requested to enter the contact name, the fax number and other information (only the Name and Fax fields are mandatory). Please note that you should always include the digit 9 before any fax number you are using. After you have finished entering this information, click on Add and repeat the process to add another contact or click on Close to close the dialogue box and return to the new document composition. Alternatively, you can enter the recipient’s fax number or ID name (the name must be registered in your contacts) directly in the To field as shown in the screenshot below. Please note that you should always include the digit 9 before any fax number you are using. After you have entered the fax number or ID name, click on this icon to resolve the number or name (this means that the application will search for the name you have entered in your contacts list). In the Fax Cover Notes area, you can write any notes you wish to appear on the fax cover page. Click here to see how the fax cover sheet will appear if you enter the text “Cover test”. To attach a file to your fax, you can either click on the clip icon or click on Attachments. To read the instructions on how to attach a file to your new fax document, please proceed to section 4.2. To send the fax document, click on the Send button, located first in the toolbar: 4 NETWORKS AND TELECOMMUNICATIONS SECTOR 2011 Example of how the Cover Sheet will appear 5 NETWORKS AND TELECOMMUNICATIONS SECTOR 2011 4.2 Add Attachments To attach a file, first click on the Browse button. A new dialogue box will appear allowing you to navigate through your personal folders on your computer to find the file. Once you have tracked it, click Open. If you wish to attach more than one files, click on the Browse button next to the Attachment 2 field and so on. Once you have selected the files, click on the Upload button. A message will appear under the upload button informing you on how many files you have attach. You may proceed to attaching more files or you may click Close and return to the New Document dialogue box. 1 2 6 NETWORKS AND TELECOMMUNICATIONS SECTOR 2011 5. Print a document from your list To print a document (either sent or received) first select it from the list and double click it to open. Once you have opened it, click on the printer icon, located third on the toolbar of the new window. The document will open in a new window, from where you have to click on the print icon be sent and print it. . Select the printer to which the document will 7 NETWORKS AND TELECOMMUNICATIONS SECTOR 2011 6. Contacts The Fax Service allows users to keep and make use of a personal e-mail and fax phonebook. Users can add both individual and group entries. By using group entries, sending one document to multiple recipients becomes a very easy and time-saving process. Please note that creating group entries is an option not available in the Web Utility. However, if you have created group entries through the Client version of the Fax service, these will be visible and available in your Contacts folder in the Web Utility. Phonebook entries can be private or published. When a new entry is registered, it is set to private by default. Private entries can be viewed only by the user. Published phonebook entries are visible to any other FaxUtil user on the network. 6.1 Create an Individual Contact: To add an individual contact, go to the Contacts folder and then click on New. The following dialogue box will appear. Fill in the required information. The ID, Name and Primary Fax Number fields are mandatory. ID: Here you enter the name which you wish to use when adding a recipient. Name: The name of the contact. Primary Fax Number: The fax number of the contact you are adding. Please note that you should always include the digit 9 before any fax number. Internal extensions such as 5003 for example are not accepted as fax numbers. You can also add several other information regarding the new contact you are registering, such as physical address, company and secondary fax number. If you wish to make this phonebook entry published, select the appropriate check box. Once you have filled all the information needed, click OK. The new entry will now appear to your Contacts. 8 NETWORKS AND TELECOMMUNICATIONS SECTOR 2011