CS Fax User's Guide

Information in this document is subject to change without notice and does not represent a commitment on the part of Conklin Systems. The software and the solutions described in this document are furnished under a license agreement. It is against the law to copy or reverse engineer the software or solutions except as specifically allowed in the license agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the written permission of Conklin Systems.

Companies, names, and data used in examples herein are fictitious unless otherwise noted.

Conklin Systems and CS Fax are trademarks of Conklin Systems. All other product names are trademarks or registered trademarks of their respective holders, used only to the owner's benefit, without the intent to infringe.

The following warranty and liability disclaimer apply to this product. Conklin Systems ("Conklin Systems") MAKES NO WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. REGARDING THE CS FAX FOR PALM OS ("CS FAX") SOFTWARE. CONKLIN SYSTEMS DOES NOT WARRANT, GUARANTEE OR MAKE ANY REPRESENTATIONS REGARDING THE USE OR THE RESULTS OF THE USE OF THE CS Fax SOFTWARE IN TERMS OF ITS CORRECTNESS OR OTHERWISE. THE ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE OF THE CS Fax SOFTWARE IS ASSUMED BY YOU. THE EXCLUSION OF IMPLIED WARRANTIES IS NOT PERMITTED BY SOME STATES. THE EXCLUSION MAY NOT APPLY TO YOU""

IN NO EVENT WILL CONKLIN SYSTEMS, ITS OFFICERS, EMPLOYEES OR AGENTS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL, INCIDENTAL OR SPECIAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION AND THE LIKE) ARISING OUT OF THE USE OR THE INABILITY TO USE THE CS FAX SOFTWARE EVEN IF CONKLIN SYSTEMS HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL DAMAGES, THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.

Conklin Systems' liability to you for actual damages from any cause whatsoever, and regardless of the form of the action (whether in contract, tort (including negligence), product liability or otherwise), will be limited to $50."

With CS Fax, you can send faxes directly from your handheld, "on the road." The current version features the following:

Fax technology isn't perfect. Unlike Palm technology which typically "just works," fax machines are subject to poor phones lines, paper jams, questionable fax machines and sometimes non-standard standards. That said, we strive to make CS Fax the most powerful Fax tool on the road. Your ideas and comments are welcome!

There are a number of different ways to use CS Fax. One of the most popular applications is using CS Fax on Palm-powered smartphones such as the Treo, but CS Fax can communicate over a cable to an external modem, over Infrared to an IR-based external modem and even over Bluetooth to either a standalone Bluetooth modem or Bluetooth-enable cellphone!

Please note that, with cellphones, you must have an appropriate service plan and your cell phone service provider must provide fax modem service. Please check with your carrier for details.

This guide provides thorough, step-by-step instructions and troubleshooting information. You'll want to read the Installation and Setup chapters at least once. From then on you'll be likely to use only those sections or chapters you need for information on specific tasks. The User's Guide is divided into six chapters, as follows:

Conklin Systems wants you to use and enjoy CS Fax to the fullest possible extent. Should you have questions, comments, suggestions, or requests, we would be happy to hear from you. Here's how to reach us:

Conklin Systems online
Without a doubt, the first place to look for information on CS Fax is the Conklin Systems' website, which is where you will always find the most up-to-date information. You can also use the short form, www.csfax.com, which may be easier to remember.

Support:
For the most up to date support information, visit our online Support Center.

Technical support:
Please check our website's Frequently Asked Questions for CS Fax, which contains answers to common questions.

You can also ask questions, share usage tips and make suggestions on our Palm Forums.

This manual assumes the user has knowledge of fundamental Palm OS concepts. If you are unsure how to enter text, select commands from menus, or other related concepts, please consult the owner's guide that came with your organizer.

Before you begin, take a moment to make sure everything was included in your CS Fax for Palm OS package. The package should contain the following, whether you have the full electronic or packaged version of the product:

If you have not already done so, it is a good idea to take a moment now to fill out and return the registration card (included in retail package only) to Conklin Systems. By registering your name in our customer support database, you receive free technical support, a newsletter packed with tips and product news, and special offers to enhance your new product.

Conklin Systems also has product support forums where you can ask questions and share tips with other owners of CS Fax. In particular with the wild west that is the fax landscape, this can be an invaluable resource. You can access the Conklin Systems forums at www.conklinsystems.com/palm/forum/.

If you are unsure how to install an application into your organizer, please consult the manual which came with it.

Before you install CS Fax, you should make a copy of the original disk and/or files and store the originals in a safe place, along with your registration code. Use a copy to install CS Fax from your Windows or Macintosh via InstallApp, Palm Desktop or similar program during your next HotSync session.

When you first run your new software, you'll need to enter a registration code (received via e-mail and at checkout). Enter your registration number to fully enable the software, or tap "Demo" to use as a demo.

If you'd like to share CS Fax with another Palm user, feel free! You can safely beam them a copy Palm-to-Palm over infrared to try. Not to worry, the receiver's copy will automatically turn into a fully functional trial copy, and your registration code will stay on your device.

The demo version of CS Fax provides a 40 launch or 30 day evaluation period, whichever comes first. To purchase a registration code, please visit our online store. Once purchased, you will receive a registration code at check out and via e-mail.

To learn more about each of the settings and how to configure CS Fax, read the following Setup section. For general information, read Using Fax.

Before sending your first fax, you must configure the application so that it knows your name and number, modem settings, and page settings.

Fax ID
This is the identification string which will be sent to the remote fax machine. This text is usually recorded in a reception journal by the distant fax machine. As specified by the standard, this ID has a maximum length of 40 characters. (The content of this field can be printed with the tag &ID)

Name
This is the place to put your name. This string will be printed in the header of the fax. Also 40 characters maximum. (The content of this field can be printed with the tag &SNAME)

Fax #
Enter your fax number here. It will be printed in the header. 20 characters max. (The content of this field can be printed with the tag &SPHONE)

Dial Prefix
Use this field for any numbers that are required to reach an outside line. For example, an office PBX often requires “9,” to reach an outside line.

CC Prefix (Calling Card Prefix)
The content of this field will be inserted before the phone number.

CC Suffix (Calling Card Suffix)
The content of this field will be appended after the phone number. To summarize, the modem will dial the following number, assuming the corresponding check box is on: [Dial Prefix][CC Prefix]Number[CC Suffix]

Clear after send
Enable to clear the contents of the text entry field after your FAX has been successfully sent.

When you first install CS Fax, it will attempt to identify the type of device and, in the case of Treo smartphones, the type of carrier (GSM or CDMA) that you are using and set itself up accordingly. If you are using an external modem, it won't be able to auto-detect that.

You'll want to verify that it has picked the correct configuration for your modem. Select "Modem Config" from the "Options" menu.

Port
Select the port that the phone or modem is connected to. If running OS 3.3 or later, one of the choices will be IRComm (OS 3.3 thru 3.5) or Infrared (OS 4.0 and later), which should be used for phones with an integrated IR modem (such as Ericsson DI27, Nokia 8290, etc). If you need to use IR and “IRComm” or “Infrared” does not appear, you will need to upgrade to OS 3.5 or later (for devices with upgradable OS), or use a 3rd party utility such as “IR Link” to add that feature to your device (such as Handspring Visor, which has OS 3.1H).

If your Palm Powered device has Bluetooth, you can choose Bluetooth from the port menu. After choosing Bluetooth, another item will become available; see Paired Device below.

Paired Device (when Port is set for Bluetooth)
This option allows you to pair a Bluetooth enabled cell phone to your Palm Powered device for use with fax. While the procedure for pairing devices varies widely by phone, the following basic outline has been quite successful for the pairing. This procedure is quite involved, but luckily only needs to be performed once.

On the phone

Locate Bluetooth preferences (on the T68, select Connect from the Main Menu and then choose Bluetooth)
Select paired devices
Select Add Device
Select Phone Accepts
Enter a name and press Yes.

On the Palm Powered Device

From the launcher, select Prefs.
Choose Bluetooth (on CLIE devices, select it from the popup, on the Tungsten T, select Communications, then Bluetooth)
Make sure Bluetooth is enabled
Select Allow Device to be discovered
Select Trusted Devices
Tap Add Device
Select the T68 or whatever you have named your phone) from the list
Tap OK.

NOTE: If you have already paired the devices, remove the pairing from both the phone and the handheld.

On the phone

Push the Yes button (to add to paired devices)
Enter 0000 (or some other number) and then press Yes.

On the Palm Powered Device

Enter 0000 (or the same number you entered on the phone).
Tap OK.

On the phone

Press the Yes button.

On the Palm Powered Device

Launch Fax
Select Modem Config from the options menu
Select your modem or phone from the modem list
Next to Port, select Bluetooth

On the phone

In the Bluetooth options, make it Discoverable

On the Palm Powered Device

Tap the box next to Paired device
Select the T68 (or whatever you have named your phone) when it comes up.
Tap OK.
Tap OK to close Modem config.

Fax Speed
These buttons enable you to set the transmission speed between your modem and the distant fax machine.
Low corresponds to a speed of 4800 Bps
Med corresponds to a speed of 7200 Bps
High corresponds to a speed of 9600 Bps
If you experience some line error problems when sending faxes built during the transmission, try lowering the speed of the communication between your modem and the distant fax machine.

If your modem is not listed in the list of modem supported or requires some special configuration, you can use it as long as it is a class 2 or class 2.0 fax modem. Use the “Edit Settings…” button in Modem configuration.

Speed
Select 9600, 19200, 57600, or 115200. Always use the highest communication speed available between your handheld and your phone/modem.

Type
Most older modems, including the Pilot Snap On modem work with CLASS 2. Newer modems/mobile phones sometimes support both 2.0 and the older CLASS 2, however some may work with CLASS 2.0 only (such as Motorola and Qualcomm/Kyocera phones).

Use CTS/RTS
This enables you to select the hardware flow control between the modem and the handheld.

Use XON/XOFF
This enables you to select software flow control between the handheld and the modem.

Timeout
The amount of time, in seconds, that the application will wait for the modem to connect to the remote fax machine when dialing.

Font
This allows you to select the default font when sending faxes. The choices are Sans Serif, Serif, Monospaced, Standard, Bold, and Large. The first three are high quality fonts while the last three use the built in fonts of the Palm OS for compatibility with non-Roman character sets.

Resolution
This determines the quality for outgoing faxes. While Fine will yield a better result on the receiving fax machine, it will take longer to transmit the fax.

CS Fax allows you to easily create and include cover pages for your faxes, and provides one, the Standard Cover Page, automatically. If you delete the Standard Cover Page, or rename it, CS Fax will re-create it automatically. CS Fax supports using macro codes in your cover page to represent pertinent information. This allows you to create a cover page that automatically has the appropriate information at the time of faxing.

Cover pages can contain your name, your company name, date, confidentiality notice, etc. Select “Cover Pages” from the “Options” menu.

The dialog to the right allows you to manage all of your cover pages. If you have existing cover pages, you can select one and either choose Edit or Delete. When you are finished managing your cover pages, tap Done.

In order to create a new cover page, tap New. This will present you with a dialog to create a new cover page. Each cover page should be assigned a unique name. The buttons at the top allow Mark/Space Fax to automatically enter information on the cover page when it is generated, for instance the date.

SPhone
This will insert the phone number of the sender as specified in User Settings.

CoverNote
When sending a fax, you will have the opportunity to type in a quick note to be included on the cover page. This allows you to create a generic cover page with all the basic information, plus your comments at the time you send a particular fax. CS Fax formatting codes can be applied to the cover page note as well as the main body of the fax.

When CS Fax first starts, you will be presented with the Welcome form. This allows you to easily access all of the features of CS Fax including sending a fax, receiving a fax, and viewing saved faxes. CS Fax remembers which form you were last viewing (Welcome, Sending a Fax, Viewing a Fax) and will automatically present you with that when the application starts.

You can navigate among the three main forms by using the popup menu in the upper right corner of the application.

In order to send a fax, you can either tap on the “Send A Fax” button from the main screen or choose “Send Fax” from the popup menu in the upper right corner.

In the middle of the display, you can enter the text that you would like to send. Various formatting tags can be entered to change how the text looks. These are explained in the section labeled “Using Tags”.

To
This is the name of the recipient. It will be used on cover pages that have the DName tag in it. In addition, if you enter a name and tap the Lookup button, your address book will be searched for a match and if one is found, the number will automatically entered. If one is not found, you will be presented with a list of names.

Number
This is the recipient’s fax number. If you need to enter special formatting for dialing such as +1 and the area code or country code, you should enter it on this line as Fax will dial the phone as listed.

Cover Page
Directly below Number, you can select which cover page, if any, will be used for the fax. All of the cover pages you have previously setup will be listed here.

Lookup
If you enter a name in the To field and tap the Lookup button, your address book will be searched for a match and if one is found, the number will automatically entered. If one is not found, you will be presented with a list of names. If you have not entered a name in the To field, tapping this button will present you with a list of names.

Note: There is an issue with the stock Treo 650 Address Book application. When you pull up the list of names, it will show contacts normal numbers, and not their fax numbers. If you select an entry, Address book will send CS Fax the first fax number in the selected address book entry, regardless of which number you selected. If the entry has no phone number identified as type 'fax', then then number returned will be blank.

Preview
Tapping this button will allow you to preview the fax prior to sending. Preview allows you to navigate through the pages (including cover page), scroll around, and zoom in/out (using the +/- buttons). In addition, you can save the fax for sending at a later time. If you would like to send the fax, tap Send and this will start sending the fax.

Insert
If you tap on this menu, it will present you with a number of different pieces of information that can be entered into your fax.

Insert Page Break
This will cause Mark/Space Fax to send an additional page. You can use this to separate pages in your fax.

Insert Memo
This will present you with a list of memos that are stored on your device. Selecting a memo from the list will allow you to insert it directly into your fax.

Insert Address
This will present you with a list of addresses that are stored on your device. Selecting an address from the list will allow you to insert it directly into your fax

Insert To Do
This will present you with a list of to do items that are stored on your device. Selecting a to do item from the list will allow you to insert it directly into your fax.

Insert Sketch
This will present you with a list of sketches that were created in Mark/Space Sketch. Selecting a sketch from the list will allow you to insert it directly into your fax.

Insert Doodle
This will allow you to select drawings made with the Doodle program for PalmOS. Use the up and down rocker, or arrows on screen to find the one you want and then tap Insert, and a code will be added for that particular image.

Phrases
Under the Insert items are phrases that you can define. These phrases may be phrases that you commonly use or longer blocks of text; for instance, you can name a phrase “signature” and have it insert a long signature that you do not want to retype. Choosing Edit Phrases will allow you to create new phrases, edit existing phrases, and delete unwanted phrases.

The tags are special commands that you can insert in the text of your fax or cover page to include special information (such as the current date or time) or format your message.

All tags begin with the character '&'. You can use ‘&&’ to insert a single ‘&’ character. The tags are case sensitive. If a tag is not recognized, it is inserted into the text. ie, "&ZZZZ" would insert "&ZZZZ" since the tag is not recognized.

Most of the formatting tags can be entered from the menu, as a convenience so you do not have to remember the codes. The tags below marked in red are not available on the menu and have to be entered manually.

Tags Displaying Some Information

&DATE	Prints the current date
&TIME	Prints the current time
&SNAME	Prints the sender name as defined in the User settings dialog
&SPHONE	Prints the sender phone or fax number as defined in the User settings dialog
&DNAME	Prints the name of the destination person entered in the main screen
&DPHONE	Prints the phone number which was dialed to send the fax as entered in the main screen
&ID	Prints the ID String defined in the user settings dialog
&VER	Prints the version of Fax
&COVERNOTE	Prints the contents of the current Cover Page Note

Tags Changing the format of the text or the bitmaps
These tags format the current text line. The last one on a line overrides any previous tags for that line.

&<	The text or bitmap is left justified
&-	The text or bitmap is centered
&>	The text or bitmap is right justified
&serif	Select the serif font (overrides the Page Setting value)
&sansserif	Select the sansserif font (overrides the Page Setting value)
&monospaced	Select the monospaced font (overrides the Page Setting value)
&s	Select the standard font (overrides the Page Setting value)
&b	Select the bold font (overrides the Page Setting value)
&l	Select the large font (overrides the Page Setting value)
&1, &2, &3, &4, &5	Change the size of the characters or bitmaps in both horizontal and vertical directions.
&h1, &h2, &h3, &h4, &h5	Change the horizontal size of the characters or bitmaps. This is useful to maintain the aspect ratio of bitmaps
&v1, &v2, &v3, &v4, &v5	Change the vertical size of the characters or bitmaps. This is useful to maintain the aspect ratio of bitmaps
&r	Prints a horizontal line
&PAGEBREAK	Inserts a page break
&&	Inserts the & character

In order to receive a Fax, select "Receive Fax" from the Options menu or tap the "Receive" button from the Welcome form.

CS Fax will send the initialization strings to the modem and wait for an incoming fax. If you would like to cancel, tap the cancel button. NOTE: Not all modems support receiving faxes. Please check the Conklin Systems website for a list of modems that are known to support receive.

Any fax that you receive is automatically stored in Saved Faxes. Also, any fax that you are (pre)viewing you can choose to Save, which will also add it to the stored faxes. You can keep faxes as a reference, or you can send them back out, or you can Annotate faxes by adding your signature, filling out a form, etc, and then sending that out as a fax!

In the Saved Faxes menu, you can managed your stored faxes. You can delete, rename, view or send any stored fax.

Select Send to (re)send a stored fax. You're given the change to specify the new destination, any cover page you'd like, and a note to include on that cover page.

In the View Fax mode, either while viewing Saved Faxes or while Previewing a new fax you have created, you can Annotate the fax image. Simply draw on the fax image itself to add a signature, highlight information or make a quick editorial comment. Annotations are per-page, so if you try to change to the next page, or Save or Send the fax, CS Fax will ask if you want to Apply or Discard the changes.

While annotating, each pen stroke is recorded individually. You can use the Backspace key or Grafitti stroke to undo the strokes in reverse order. Once you Apply the changes, they become part of the preview image and cannot be undone. You can also manually force any annotations to be applied with the M key or Grafitti stroke.

Many commands can be referenced from the Fax menu bar. How you access the menu bar varies from device to device, so not all of the following options will work on your unit. You can:

Options Menu

User Settings		Adjust various user identification parameters.
Page Setup	T	Adjust page related settings such as font/size.
Cover Pages		Allows you to define and edit cover pages.
Modem Config	M	Adjust modem/communication settings.
Phone Lookup	L	Select a phone number to send to from the address book. (Only from Send Fax)
Display Log	D	Displays a debug log generated from the previous command.
Receive Fax	R	Instructs Fax to initiate a fax receive.
Register		Brings up the registration dialog. Enter your registration code here.
About Fax	A	Shows information about Fax (such as version number) and product credits.

Edit Menu

Undo	U	Undoes the previous text editing operation.
Cut	X	Cut selected text from a field and place on the clipboard.
Copy	C	Copy selected text to the clipboard.
Paste	P	Paste the contents of the clipboard to the current edit field.
Select All	S	Selects all text in a field.
Keyboard	K	Brings up the on-screen keyboard to enter text.
Graffiti Help	G	Brings up an on-screen Graffiti reference.

Font/Align/Tags Menus
On the Send Fax page, 3 additional menus, Font, Align and Tags are available. These are convenience menus that will insert the formatting tags shown on the menu when tapped. For more information on the various tags, see Using Tags.

If you are experiencing problems, first check the Frequently Asked Questions section on the Conklin Systems web site. These documents contain the most common questions and answers that we receive for each of our products. If your question is still not answered, use the following information to contact product support.

Check the How To Reach Us section for a wide variety of contact information and support options. All Conklin Systems support is handled via the web.

If you do need to report a problem or request assistance when using this version of CS Fax, please include the following information when you contact us. The more of this information that you can provide, the faster and better we can assist you.

Please be as detailed as possible about your configuration and your support issue.

If you have trouble with Fax, you can always select “Display Log” to see detailed information related to the last command performed. You can use the log to see in greater detail why the command failed. You can also copy the text to the clipboard - allowing you to paste the text into a memo pad record or e-mail message which you can send in to Conklin Systems with your trouble report.