Fax

Sending faxes

  • Fax header

    You can change the text in the header here if editing the header has been approved by the user in the server configuration. Headers may have a maximum length of 32 characters.

    Variables for the header

    You can enter text or variables in the header. The variables will be replaced by the user data stored in the XPhone Connect Server when the fax is sent out. It is also possible to combine text and variables in the header (e.g. “Fax from <<last name>>”).

    The following variables can be used:

    Variable

    User data field

    <<name>>

    Last name

    <<firstname>>

    First name

    <<company>>

    Company

    <<custom1>>

    Userdef1

    <<custom2>>

    Userdef2

    <<custom3>>

    Userdef3

    <<custom3>>

    Userdef4

  • Cover page

    Specify here whether you wish to use the cover page configured at the server, the System fax cover page or No cover page. The cover page can also be specified by the administrator.

  • Create fax format

    Specify here whether rendering should be on the client or server side.

Configure fax printer

This opens the XPhone Connect Fax properties.

Notifications - When a new fax is received

  • Text message alert when a fax is received

    A text message is sent to the notification number set at Text message when a fax is received.

  • E-mail copy with attachment to following address

    When a new fax is received, a copy of the fax with attachment is sent to My e-mail address (from the master data) or to another e-mail address.

Notifications - When a fax is sent

  • Successful

    E-mail to me.

  • Not Successful

    E-mail to me.

  • Attach copy of the fax document

Fax integration with outside applications

It is possible to operate XPhone Connect Fax directly from the printing function of another application via an application interface. This is worth doing if you want order confirmations or delivery notes to be sent directly from an operational ERP system. XPhone Connect Fax remains hidden from the user in this case. The XPhone Connect Fax printer must be configured so that the document can be sent.

Using control characters to send faxes

Control characters are used to send the document created by the application; these control characters contain, for example, the recipient’s fax number. Control characters are similar to merge fields and can be embedded anywhere in the document. The preferred location for control characters is at the end of the document, where they can not affect its formatting.

Hint

In order for control characters to be processed, you have to make the required settings in the fax printer; go to Options in Advanced settings and set the necessary check marks.

Control characters have a specified syntax consisting of the following elements:

  • Prefix

  • Suffix

  • Field contents

Recommended procedure

  • Prefix

    @@~~

  • Field contents

    XPSEL_Fax=<Fax number>

  • Suffix

    ~~

Example:

@@~~XPSEL_Fax =08912345678~~

Hint

We recommend this method as it ensures reliable transmission from other applications. To hide the control characters from the recipient on the document sent, you can create the control characters in white font, or store the information on a separate page added to the end of the document. If this is not possible, you can select one of the following alternatives. Please note that the methods described below may not work reliably unless control characters and field contents are transferred in a string (e.g. in the case of spaces, format changes etc.).

Attention

Fax transmission with Crystal Reports is not supported in full. Reason: Fax control characters may be transmitted illegibly preventing them from being recognised correctly.

Alternative 1: Field contents are partially printed

In this case, the syntax is structured as follows:

  • Prefix

    ##**

  • Field contents

    XPSEL_Fax=<Fax number>

  • Suffix

    **

Example:

##**XPSEL_Fax =08912345678**

Result

The prefix and suffix are removed, the fax document only shows: 08912345678. Please only use this method if you can ensure that the control character syntax does not contain format changes, line breaks or similar.

Alternative 2: Field contents are not printed

In this case, the syntax is structured as follows:

  • Prefix

    ##~~

  • Field contents

    XPSEL_Fax=<Fax number>

  • Suffix

    ~~

Example:

## ~~XPSEL_Fax =08912345678~~

Result

The prefix, suffix and field contents were removed completely and do not appear in the document. Please only use this method if you can ensure that the control character syntax does not contain format changes, line breaks or similar.

Insert additional field names

Fields other than the mandatory fax number of the recipient can be transmitted to XPhone Connect Fax by means of control characters. They include the recipient’s name, company and department. This information is included in the cover page.

Sending faxes with subjects from third-party applications

To add a subject to the document, the document must contain a control character with the following field contents:

subject=<Subject>

Example:

@@~~subject=Rechnung Nr. 1234~~

Hint

The subject is also entered and displayed in the journal.

Hiding/Showing the fax dialogue

Fax transmission will begin immediately without user intervention, provided the document contains a fax number and a control character with the following field contents:

mode=silent

Example:

@@~~mode=silent~~

To display the fax prior to transmission, the document should contain a control character with the following field contents. This is the default setting if no mode is specified.

mode=interactive

Example:

@@~~mode=interactive~~

Example of a fax with control characters

Tip

Control characters are best placed at the end of the document.

Name

Meaning

subject

Subject line

subject

Recipient’s fax number

xpdb_name

Recipient’s last name

xpdb_vorname

Recipient’s first name

xpsnd_lastname

Sender’s last name

xpsnd_firstname

Sender’s first name

Other possible control characters:

Name

Meaning

mode

Fax controller for automatic fax transmission

Value: silent | interactive

SendDateTime=Immediate

Immediate transmission (default)

SendDateTime=Retain

Fax is retained in outbox until sent manually

SendDateTime=LowCost

Transmission at economy rate configured on the server

SendDateTime=20100808153000

Transmission on a certain date + time (YYYYMMDDhhmmss)

SendDateTime=172000

Transmission at a certain time on current day (hhmmss)

An example:

##~~subject=Test Steuerzeichen~~

##~~xpsel_fax=12345~~

##~~xpdb_name=Walker~~

##~~xpdb_vorname=Werner~~

##~~xpsnd_lastname=Huber~~

##~~xpsnd_firstname=Otto~~

##~~mode=interactive~~

Have you found an mistake on this page?

Or is something not formulated well or too vague? Then we look forward to receiving an e-mail, preferably with a suggestion for improvement, to doku@c4b.de. Thank you very much!