RightFax Client for Microsoft Outlook 2007

Transcription

1 RightFax Client for Microsoft Outlook 2007 Quick reference guide to getting started

2 Contents OpenText RightFax Client for Microsoft Outlook RightFax Client for Microsoft Outlook Contents... 2 Sending a Fax Within Outlook Use the Quick Fax Address Form... 3 Send a Fax to a Contact in Your Outlook Contacts List... 4 Adding a Cover Sheet... 5 To Include a Cover Sheet with Your Document... 5 Attaching Library Documents... 6 To Attach Library Documents... 6 Adding Overlay Forms... 7 To Add an Overlay Form to Your Document... 7 Assigning Billing Codes... 8 To Assign Billing Codes to Your Document... 8

3 OpenText RightFax Client for Microsoft Outlook Sending a Fax Within Outlook 2007 Use the Quick Fax Address Form 1. Click the New Fax to Contact button in the Outlook toolbar. 2. Fill out the required (bold) fields in the Quick Fax Address window and click Done. 3. An message will appear and the fax addressing information will appear on the To line, in a special format. Add any documents you would like to fax as attachments to the and then click Send to send the fax just like you would a regular .

4 OpenText RightFax Client for Microsoft Outlook Send a Fax to a Contact in Your Outlook Contacts List 1. Go to the Outlook Contacts area. 2. Select one or more you would like to send a fax to. Note: the contact s information must include a fax number. 3. Click the Fax button on the Outlook toolbar. 4. On the To: line, the recipient s fax address information will appear in a special format. Complete the Subject line, the message body and add any documents you would like to fax as attachments to the Click Send to send the fax.

5 Adding a Cover Sheet To Include a Cover Sheet with Your Document OpenText RightFax Client for Microsoft Outlook Create a new fax in Outlook. (see Sending a Fax Within Outlook) The cover sheet information will come from the subject and body of the message. 2. On the message, select Advanced Faxing Options, in the Show section of the Outlook Ribbon. 3. Click Use Cover Sheet to use a cover sheet, and then select a cover sheet from the dropdown menu.

6 OpenText RightFax Client for Microsoft Outlook Attaching Library Documents Library documents are frequently used documents that your fax administrator has stored on the server for easy access. Marketing materials, price lists, and product specifications are commonly stored as library documents. To Attach Library Documents 1. Create a new fax in Outlook. (see Sending A Fax Within Outlook) 2. On the message, select Advanced Faxing Options, in the Show section of the Outlook Ribbon. 3. Click the Select Library Documents button. This opens a list of the library documents on your network. 4. Select the library document(s) that you would like to add and click the paperclip button to add them to the fax. They will appear in the Selected Attachments pane and then click OK to return to the RightFax Form.

7 Adding Overlay Forms OpenText RightFax Client for Microsoft Outlook RightFax allows you to add an image to your fax that is layered over the top of the rest of information on the fax. Form Overlays can be customized to add elements to a fax such as company letterhead, invoice templates, or watermarks.. To Add an Overlay Form to Your Document 1. Create a new fax in Outlook. (see Sending A Fax Within Outlook) 2. On the message, select Advanced Faxing Options, in the Show section of the Outlook Ribbon. 3. In the Other Options group box select the Use Form option, and then select the overlay form you want from the list.

8 OpenText RightFax Client for Microsoft Outlook Assigning Billing Codes Billing codes allow an administrator to identify the sender, the recipient or the content of the fax for reporting purposes. To Assign Billing Codes to Your Document 1. Create a new fax in Outlook. (see Sending A Fax Within Outlook) 2. On the message, select Advanced Faxing Options, in the Show section of the Outlook Ribbon. 3. Under Accounting, enter one or two billing codes, or click Lookup to select from a list of available billing codes which can be customized for your company.