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Chapter 3 Installing and configuring Unified Messaging
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Fax feature requirements
There are three new fax features added to CallPilot 2.5 Unified Messaging:
•
Fax Mail Merge
•
Custom Fax Cover Sheets
•
Integrated Fax Messaging Controls
The CallPilot Fax Mail Merge feature allows you to customize and send fax messages to multiple
recipients using Microsoft Word’s Mail Merge utility.
When you use the Fax Mail Merge feature, you do not receive a delivery receipt to confirm the
recipients received the fax.
You do receive a failure notification, if any or all of the recipients do not receive the fax.
The Custom Fax Cover Sheets allow you to customize your fax cover sheets from the CallPilot
desktop client. You can use any digital image as the basis for the cover sheet and customize it for
each fax by providing sender information and a cover sheet memo. This information is
automatically merged with your cover sheet image when you fax the document.
Integrated Fax Messaging Controls allow you to create CallPilot messages, attach documents, and
view, annotate, and modify fax documents through the CallPilot custom form. This feature is
available only to the Windows Groupware clients: Microsoft Outlook, Lotus Notes, and Novell
GroupWise.
Uninstalling an earlier version of Unified Messaging
If the subscriber has any version of Unified Messaging other than 2.5 on their computer, uninstall
it before you do the installation procedure.
To uninstall Unified Messaging
1
Quit any open applications, including the CallPilot installation program.
If you use Microsoft Outlook, it can take an additional minute or two for the mail services to
shut down.
2
Click the Windows
Start
button.
3
Click
Control panel
.
The
Control Panel
window opens.
Note:
You must select the
Install Fax batch driver for mail merge
option during the installation of Unified Messaging to use the Fax Mail
Merge feature.
Note:
You can download the Custom Fax Cover Sheets from the
Administrator Applications Unified Messaging page on the Business
Communications Manager web page.
