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TM
CallPilot .
Release 2.0
Desktop Messaging User Guide
for Internet Clients
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Updates to the Desktop Messaging User Guides Internet Clients Page 3 Call the sender of a message Call the sender of a message is not supported. Page 4 About this guide The internet mail clients that are supported are: • Microsoft Outlook 98 (Corporate Mode) Microsoft Outlook 2000 Microsoft Outlook 2002 (XP) Lotus Notes - 5.x and 6.x GroupWise - 6.x Unified Messaging on Business Communications Manager also supports: Microsoft Outlook Express - 5.x Microsoft Outlook Express - 6.x Mi
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About forwarding Desktop Messaging messages Do not use the right-click menu to forward a Desktop Messaging message. To forward a message, either: open the message and forward it from the CallPilot window or for Outlook, select the message in the Outlook Inbox and forward it from the Outlook toolbar. About viewing faxes Imaging for Windows, which can be used as a fax viewer, is installed by default on Windows 95B, Windows 98, Windows NT, and Windows 2000 operating systems. But if you use Win
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Contents Welcome to CallPilot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Logging in to CallPilot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Working with your CallPilot messages . . . . . . . . . . . . . . . . . . . . . .6 Playing voice messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 Viewing fax messages . . . . . . . .
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Welcome to CallPilot CallPilot from Nortel Networks is an advanced business communications system that offers exceptional flexibility for managing your messaging needs. You can work with CallPilot from your telephone or your computer. Desktop messaging gives you access to your CallPilot mailbox through your Internet e-mail. Here are some of the many ways you can use CallPilot with your e-mail: Listen to voice messages. View and print fax messages. Record and send voice messages. Cr
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Getting started About this guide This user guide is an overview of how to use CallPilot with your Internet e-mail. The instructions and screen images shown in this guide provide general information for using CallPilot with your e-mail. Specific details may vary for each e-mail application. For further assistance in using CallPilot, refer to the online Help in the CallPilot Player. What you need Before you start to use CallPilot, your administrator ensures that your e-mail account is correctly
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Logging in to CallPilot When you log in to your e-mail, you can log in to CallPilot at the same time. 1 Open your Internet e-mail. You see a CallPilot Logon/Password dialog box similar to the example shown. 2 If required, type your User Name/Mailbox Number. 3 In Password, type your CallPilot password. 4 Click OK. Note: If the Remember password option is available, do not leave the box checked on a shared computer. To change your password the first time you log in Your administrator may giv
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Working with your CallPilot messages When you open your e-mail with CallPilot installed, your CallPilot messages appear in your Inbox. You can open, move, copy, delete, forward, and reply to CallPilot messages, and compose new CallPilot messages, in the same way as your e-mail messages. Your CallPilot messages To open a message To open a CallPilot message, double-click anywhere on the message line, then double- click the voice or fax icon to open the attachment. See Playing voice messages, pa
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Playing voice messages To select your telephone or computer to play voice messages You can choose to play your voice messages from your telephone or your computer. To change the setting, or to change the telephone number that CallPilot dials, see Changing audio settings, page 13. You can also click the Telephone or Computer icon on the CallPilot Player to change the setting. To play a voice message 1 Double-click the message in your Inbox, then double-click the voice icon in the open messag
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Viewing fax messages To view faxes on your computer, you must have Imaging for Windows or other imaging software installed on your computer. In addition, your CallPilot administrator must enable fax capability for your mailbox. To view a fax message 1 Double-click a fax message in your Inbox, then double-click the Fax icon . 2 While viewing the fax, you can enlarge or reduce the image, rotate or move it, print it, delete it, save it, forward it, and reply to it. 3 When you are finished, clos
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Composing voice messages To compose and send a CallPilot voice message, you record a message and save it as a file, then attach the file to a new message and send it. You can also save the file to send later. To record a voice message and save it as a file 1 Open the CallPilot Player, and click the red Record button. 2 Record your message. If you are recording from the computer, record your message into the microphone. Click Stop to end the recording. Click Play to review it. To add to the
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Composing fax and text messages To create a fax, your CallPilot mailbox must have fax capability, and your computer must have Desktop Messaging installed. CallPilot recipients of your fax must also have fax capability to view the fax on their computer. E-mail recipients do not require specific fax capability. If your recipients access their messages from their telephone, they can view the fax only by printing it. You can also send your fax to a fax machine. To create and save a fax file 1 Op
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Addressing messages To address a message from an address book You can address a CallPilot message from the CallPilot Address Book on the server, or from the e-mail address book on your computer or on the server. Address CallPilot messages the same way as your e-mail messages. The CallPilot Address Book on the server is maintained by your organization, and contains the addresses of the CallPilot users and distribution lists that you are allowed to use. You cannot edit this list. If you m
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Changing your mailbox settings To view or change your CallPilot access settings Your administrator enters the default CallPilot access information for you. You can change these settings if required. Refer to the online Help in the CallPilot Player for detailed explanation. 1 On the CallPilot Player, select View > Options. 2 Click the General tab to display your current access settings. Uncheck Remember Password if you are using a shared computer. 3 Make any changes required, then click OK. T
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Changing audio settings To change the audio device and volume You can play and record your messages from your telephone or your computer. 1 On the CallPilot Player, select View > Options. 2 Click the Audio tab to display the current Audio settings. 3 In Device, click Telephone if you want to play and record your voice messages from your telephone. Make sure the correct telephone number appears. Or, click Computer if you want to play and record your voice messages through your computer’s speak
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Using My CallPilot If the web-based resources of My CallPilot are available for your mailbox, your administrator will provide you with the URL. For more information on My CallPilot, refer to the My CallPilot User Guide. To view or change your CallPilot feature settings 1 In My CallPilot, click the CallPilot Features tab. 2 Select any feature and make changes to your setup as required. Any changes you make to a feature go into effect immediately whether you use CallPilot from your computer or
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Document information CallPilot Desktop Messaging User Guide for Internet Clients Copyright © 2002 Nortel Networks, All Rights Reserved Information is subject to change without notice. Nortel Networks reserves the right to make changes in design or components as progress in engineering and manufacturing may warrant. This user guide is distributed in soft copy only. Product release: 2.0 Document issue: Standard 1.0 Date: September 2002 15
