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Windows 7 : What You Need for Fax - Configuring fax modem options

8/26/2013 9:29:28 AM
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To use Fax, your computer must have either a fax modem that's connected to an analog phone line or access to a fax server on the same local network. A fax server is a program on a computer that has a fax modem installed and allows other computers in the network to send and receive faxes through that device. To use a fax server, you need to know the name of that server. If you didn't set up the fax server, ask the person who did for that name.

NOTE

If you have a multi-function printer that includes fax capabilities, you'll likely use the printer, not Windows or your computer, to send and receive faxes. See the manual that came with your printer for instructions.

1. Opening Windows Fax and Scan

Windows Fax and Scan is the program that comes with Windows 7 for faxing and scanning. To open that program, use whichever of the following methods is most convenient for you:

  • Click the Start button and choose All Programs => Windows Fax and Scan.

  • Tap , type fax, and click Windows Fax and Scan.

Figure 1 shows how the program looks when you first open it.

Figure 1. Windows Fax and Scan.

2. Creating a Fax Account

To send and receive faxes from your computer, you need a fax account. You need only set up the account once, not each time you want to use faxes. To create a fax account, open Windows Fax and Scan as described in the previous section. Make sure that you're viewing faxes rather than scans (click Fax in the left column if you're unsure). Then follow these steps:

  1. In the menu bar, click Tools => Fax Accounts.

  2. Click Add to create a new account.

  3. On the first page to open, click the type of account you want to set up, either for a fax modem in your own computer or a fax server on your local network.

  4. Follow the on-screen instructions depending on which type of account you're creating.

NOTE

If you're trying to connect to a fax server but don't know its name, ask your network administrator or the person who installed the fax server. Guessing won't work.

When you're finished, the Fax Accounts dialog box shows the name of the fax account you created. Before you send or receive faxes, you'll want to configure the account to best suit your needs. See the next section if you're using a fax modem. See the section after next if you're using a fax server.

3. Configuring fax modem options

If you'll be using a fax modem in your own computer to send and receive faxes, you need to make some decisions about how you want to use it. The options available to you are in the Fax Settings dialog box. In Windows Fax and Scan, first make sure that you're in the Fax view (click Fax in the left column if you're not sure). Then follow these steps:

  1. Choose Tools => Fax Settings from the menu.

  2. If you want to send faxes from the fax modem, select (check) the first option, Allow the Device to Send Faxes.

  3. If you want the fax modem to receive faxes, select Allow the Device to Receive Fax Calls on the General tab. Then choose one of the following options:

    • Manually Answer: Choose this option if you want to manually answer incoming calls by clicking the Answer Now button in Fax Monitor .

    • Automatically Answer after X Rings: Choose this option if you want the fax modem to answer automatically. Then specify a ring delay (the number of times the phone must ring before the fax modem answers).

  4. To configure fax alerts and how Fax Monitor operates, click the Tracking tab. You see the options in Figure 2.

  5. Select or clear any options on the Tracking tab according to your personal preferences. If you don't have any preferences yet, select them all as in the figure.

  6. Optionally, click the Advanced tab to configure options .

  7. Finally, to grant faxing permissions to standard users, click the Security tab. Click the Everyone group and then use check boxes to allow permissions as you see fit.

  8. Click OK.

Sharing Fax with a Voice Line

Faxing is easiest when you have a dedicated phone line for faxes. If the fax modem uses the same phone number as your voice phone, your best bet will be to choose Manually Answer. That way if you hear the high-pitched tone of an incoming fax when you answer the phone, you can click the Receive Now button in Fax Monitor to accept the incoming fax.

Also, if you have an answering machine or service that automatically answers after X rings, you don't want Fax Monitor beating it to the punch every time. Otherwise nobody will be able to leave you a voice message!


Figure 2. Fax modem tracking options.

If you send and receive faxes through a fax server, there is no need to configure options for receiving faxes. Any faxes you receive will automatically be sent to your Inbox.

 
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