------------------------------------------------------------------
Delrina WinFax PRO 4.0     README Notes              July 28, 1994
==================================================================
The following information reflects changes made since the first 
editions of the Delrina WinFax PRO Setup Guide and User's Guide 
went to press, and should be reviewed prior to running WinFax. 
If you have second edition manuals, the information in this README
is incorporated in your manuals.

Where applicable, these notes refer to specific sections in the 
appropriate manual.

WinFax online help can provide you with detailed information when 
you need it most -- while you are using WinFax. To get help from 
any dialog or window in WinFax, press F1.

Installing WinFax
=================

Hard disk space requirements (Setup Guide, page 2-3)
----------------------------------------------------
WinFax requires 7.5 MB of free hard disk space for the WinFax 
program only and 12.5 MB for the complete installation.

Mail system requirements (Setup Guide, page 2-3)
------------------------------------------------
In addition to Microsoft Mail 3.0 and cc:Mail 2.0, WinFax also 
supports cc:Mail 1.1, Lotus Notes 3.0 and Novell MHS 1.5. In 
most cases, WinFax also supports other mail systems compatible
with VIM 1.0, simple MAPI or MHS architecture (such as 
Da Vinci eMAIL or BeyondMail for Windows).

Load SHARE.EXE for installing and running WinFax
------------------------------------------------
Running SHARE is strongly recommended, both for installing and
running WinFax PRO 4.0. SHARE is a DOS program that provides 
file sharing and locking capabilities. Running SHARE prevents 
a file or database record from being edited by two applications 
at the same time, which might result in data loss. 

To use the OCR features in WinFax you must run SHARE. Running
SHARE with WinFax is also recommended if several people have a 
common phonebook on a network, or otherwise share data.

The command to load SHARE can be run at the DOS prompt, or
added to your AUTOEXEC.BAT or CONFIG.SYS file. Check your
DOS manual or contact your DOS vendor for the setting suitable 
for your system.

Note: Some programs may not work properly with SHARE running.
If you experience problems working with a program after loading
SHARE, check the program's documentation. 

Upgrading from a previous version of WinFax 
(Setup Guide, page 2-10)
-------------------------------------------
If you install WinFax PRO 4.0 in a different location than your
old version of WinFax, your old send and receive logs are NOT 
automatically linked or converted. To create a folder containing 
your old sent and received faxes:

1. In the WinFax main module, open the Send Log or Receive Log 
   window.

2. In the Folder list, double click New Folder. The New Archive 
   folder dialog appears.

3. Type a folder name.

4. Click Select. The Archive Filename dialog appears. Specify or 
   select the location of your old send and receive log file. The 
   file name is STATUS.FTM and is located in your old 
   \WINFAX\DATA directory. Click OK.

5. In the New Archive folder dialog, click OK.

Creating an archive folder for old send and receive events does 
not move the actual fax images to your new WinFax directory. Do 
not delete your old WinFax \DATA directory or your archived 
events will be lost.

You can use the same procedure to import old archive folders. An 
archive folder has an .FTM extension.

Comma pause time and credit card dial strings
---------------------------------------------
The default comma pause time in WinFax PRO 4.0 is 2 seconds, and 
you cannot modify this value from within the program. During
installation, the WinFax Setup program will detect if you have set
a comma pause time value of greater than 2 in a previous version
of WinFax. If detected, any existing credit card dial strings will
be automatically supplemented with additional commas up to what
the Credit Card Number field will accommodate within its 20-
character limit. Each comma in the dial string will be replaced
with the appropriate number of additional commas (rounding up).

For example, if the comma pause time was set to 4 seconds in 
WinFax PRO 3.0, a credit card string of ...

82,,123456

... would change to ...

82,,,,123456

If you have used commas for pauses in dial prefixes or phone 
numbers in any phonebook records, you must adjust those 
individually after installing WinFax PRO 4.0.

Disabling Microsoft PC Fax with Windows for Workgroups 3.11 
-----------------------------------------------------------
If you are running Windows for Workgroups 3.11, the WinFax Setup 
program will disable Microsoft PC Fax if it detects this fax 
utility on your system. The Setup program checks your 
MSMAIL.INI file for the following:

[EFAX Transport]
LocalFax=1

If LocalFax=1 is detected, or this section is not present, 
the WinFax Setup program adds or modifies the setting 
as follows:

[EFAX Transport]
LocalFax=0

You cannot install WinFax while MS PC Fax is running. If the 
Setup program detects that the utility is running, you are 
prompted to exit the install, close PC Fax and restart the 
WinFax Setup program.

The Setup progam will also remove the Fax menu from your 
Microsoft Mail client, by removing lines from your MSMAIL.INI 
file.

You can easily restore these lines, which resets these options 
to the defaults. Go to Control Panel, double click the Fax icon, 
then click OK in the Fax Modems dialog.

General
=======

Using WinFax with a PCMCIA card
-------------------------------
If you experience problems using WinFax with a PCMCIA card,
obtain technical note #6035 from Delrina. You can download the
technical note from CompuServe or the Delrina BBS, or receive
the technical note as a fax from the Delrina Fax Infoline. For 
details on using these services, see pages 5-8 and 5-9 of the 
Setup Guide.

File Transfer Considerations (User's Guide, Appendix C)
-------------------------------------------------------
If you have a Class 1 or CAS fax/modem, you can use Fax-a-File 
for transferring binary files. Check the following list for a 
description of the event transmission types supported by 
your fax/modem.

* Class 1 fax/modems support the following Fax-a-File event 
  transmission types:

  BFT
  ---
  When you select BFT, WinFax determines the capabilities of 
  the remote device and sends your event using either of the 
  following BFT formats:

  - Microsoft At Work(TM), Microsoft's BFT format with advanced 
    security features for sending key-encrypted and digitally 
    signed events. The recipient must be running software that 
    supports Microsoft At Work -- for example, Windows for
    Workgroups 3.11 -- with a Class 1 fax/modem.

  - Standard CCITT T.434 binary file transfer
    The recipient must be using a BFT-capable fax device, such 
    as a Class 1 fax/modem with the appropriate fax software. 
    Some fax machines can also receive BFT events.

  Compressed BFT
  --------------
  Compressed BFT provides faster WinFax to WinFax file transfer,
  because files are sent compressed. The recipient must be 
  running WinFax PRO 4.0 or later with a Class 1 fax/modem. When 
  sending, you can change to this transmission type by selecting
  Compressed BFT from the Send By drop-down list in the Schedule/
  Modify Events dialog.

* CAS fax/modems support the SatisFAXtion event transmission type 
  -- an Intel CAS BFT format. Both you and the recipient must be 
  running CAS software and fax/modems that support Intel 
  SatisFAXtion file transfer.

* Class 2 fax/modems do not support Fax-a-File transmissions. 
  With a Class 2 fax/modem, you can send conventional faxes only.

When defining recipients in phonebooks, you have two choices in 
the Connections section of the Phonebook Recipient dialog - 
either Fax and BFT, or Fax and SatisFAXtion. When sending to a 
recipient defined as BFT, WinFax determines what kind of device 
it is communicating with, and uses the Microsoft At Work or T.434 
protocol, as appropriate.

At the time you are sending an event, you have three options, 
available from the Send By drop-down list in the Schedule/Modify 
Events dialog: Fax, BFT and Compressed BFT. When you choose 
Compressed BFT, WinFax determines whether it is communicating 
with another computer that is running WinFax PRO 4.0, and uses 
the Compressed BFT protocol, as appropriate. If the recipient is
not WinFax, but is running software that supports Microsoft At
Work, such as Windows for Workgroups 3.11 with a Class 1 fax/
modem, WinFax sends using the Microsoft At Work protocol.

Managing Fax Events (User's Guide, Chapter 6)
---------------------------------------------
Use the following procedures to manage events in your Send Log, 
Receive Log and archive folders.

- To sort events in the active log or archive folder, select Sort
  from the Log menu. In the Sort Log dialog, set the sort criteria
  for the 1st key. For example, set WinFax to sort events first by
  date, in descending order (starting from most recent). Set the 
  next levels of sort criteria for the 2nd and 3rd sort keys, if 
  required, and click Apply.

- To compress fax events in your log folders or to recompress 
  archived events you have viewed, select the appropriate event, 
  then select Pages from the Log menu. In the Fax Pages dialog, 
  select the pages to compress and click Compress.

- To export records of log events from the active log or archive
  folder, select Export from the Fax menu. In the Export Log dialog,
  specify the export file name and format. If you are exporting in
  ASCII format, you must also select the fields to export and the 
  field and record delimiters to use. Click OK to export the records.

For more details on these procedures, see the WinFax online help.

Turning ECM on and off (User's Guide, page 12-12)
-------------------------------------------------
The Disable Error Correcting Mode option in the Fax/Modem Setup
dialog has been replaced by two options:

- Use ECM for Fax Reception/BFT
- Use ECM for Fax Sending

By default, Use ECM for Fax Reception/BFT is enabled if you have 
a Class 1 fax/modem. This means that WinFax uses Error Correcting 
Mode (ECM) whenever possible for receiving faxes and for sending 
and receiving BFT events. If you disable this option, you cannot 
send or receive BFT events. 

Enable Use ECM for Sending Faxes if you want to use ECM for fax
transmissions as well.

Note: If you experience trouble sending reliably to a particular
fax device, disable Use ECM for Fax Sending and then try resending 
the event.
  
Maximum ten keywords, billing codes and prefixes 
in drop-down lists
------------------------------------------------
The drop-down lists for keywords, billing codes and dial prefixes 
can store the ten most recently used entries. If you have ten 
entries in one of these lists and add one more, the new entry and 
the nine most recently added entries are saved. The oldest entry 
in the list is removed. You can specify keywords and billing 
codes in the Schedule/Modify Events dialog, and dial prefixes in 
the Send Options and User Setup dialogs. The ten-entry limit 
applies to what is displayed in the drop-down lists only, and 
not the total number of keywords and billing codes you can 
specify for your faxes.

CAS restriction on maximum number of log entries 
------------------------------------------------
If you use WinFax with a CAS fax/modem, WinFax may experience 
problems storing events in your logs after a certain number of 
entries are logged. The CAS fax software that comes with your 
fax/modem maintains its own log of send and receive events. If 
the number of entries in the CAS log exceeds the allowable 
maximum, error messages such as "CAS DOS Error: Invalid data" 
appear, and events fail.

To handle this problem, run the Setup program for your CAS fax 
software and verify or increase (to a maximum of 999) the 
allowable number of CAS log entries. To help stay within this 
limit, delete all unnecessary log entries from WinFax, which 
also removes the duplicate entries from the CAS log. This problem 
occurs more frequently if you run Windows for Workgroups 3.11. 

Phonebooks maintain duplicate records to avoid data loss
--------------------------------------------------------
If you import an ASCII data record to a WinFax phonebook, and the 
phonebook already contains a recipient record with the same name 
and company, a duplicate recipient record is created. Similarly, 
if you copy multiple recipient records with the same name and 
company to another phonebook, WinFax does not merge or overwrite 
records.

Using WinFax with Intermission and the Opus 'n Bill screen saver
---------------------------------------------------------------
When using WinFax with Intermission and Opus 'n Bill, your screen 
may intermittently display a blank screen instead of the selected 
screen saver module. Before it activates the screen saver, 
Intermission checks to see if the Opus 'n Bill screen saver 
module might conflict with WinFax trying to send or receive 
faxes. The blank screen display ensures that fax transmissions 
are not interrupted.

Using the WinFax OLE Template option with 
Microsoft Word for Windows 6.0
-----------------------------------------
If you are creating an OLE cover page in WinFax using Microsoft 
Word 6.0, select the Insert option in WinFax (Cover Page/OLE/
Insert). If you select Template instead of Insert, you will not
be able to close Word 6.0 and return to WinFax.

WINFAX.INI Considerations
-------------------------
If you delete your WINFAX.INI file at any time, most of the 
WinFax program preference settings in the file are recreated when 
you next run the program. However, the settings for graphic 
formats that can be loaded into WinFax (chiefly the Cover Page 
Designer) must be restored by copying and pasting the following 
back into your WINFAX.INI file:

[WinFax Importers]
Windows Bitmap (*.bmp)=BMP,DTIFLBMP.DLL,*.DIB;*.BMP
Windows Metafile (*.wmf)=WMF,DTIFLWMF.DLL,*.WMF
TIFF (*.tif)=TIF,DTIFLTIF.DLL,*.TIF
PC Paintbrush (*.pcx)=PCX,DTIFLPCX.DLL,*.PCX
GEM Image (*.img)=IMG,DTIFLIMG.DLL,*.IMG
GEM Metafile (*.gem)=GEM,DTIFLGEM.DLL,*.GEM
Mac Paint (*.bin)=PNT,DTIFLPNT.DLL,*.BIN
Encap. Postscript (*.eps)=EPS,DTIFLEPS.DLL,*.EPS
Gr. Interchange (*.gif)=GIF,DTIFLGIF.DLL,*.GIF
WinFax (*.fxs)=FXS,DTIFLFXS.DLL,*.FXS

Delrina WinFax PRO Setup Guide
==============================

Disabling lines in Windows and DOS system files (page 4-2)
----------------------------------------------------------
In step #3 of the procedure, the instructions for disabling 
lines are reversed. Use a semicolon with a Windows .INI file 
and REM with a DOS file (AUTOEXEC.BAT or CONFIG.SYS).

OCR troubleshooting (page 4-6)
------------------------------
You must run Windows in 386 Enhanced mode with SHARE.EXE loaded
to use OCR. Load SHARE.EXE at the command line or add it to your
AUTOEXEC.BAT or CONFIG.SYS files. Check your DOS manual or contact
your DOS vendor for details.

WinFax PRO 3.0 version date incorrect (page 4-20)
-------------------------------------------------
The WinFax PRO 3.0 version date listed at the bottom of this page 
should read May 17, 1993 -- not 1992.

[WfxPbLinks] and PackRat (page 4-23)
------------------------------------
The examples on this page should read:

- For PackRat versions 3.x or 4.1, change the first parameter to:
  PackRat=1,c:\packrat\packrat.exe,PackRat,System,PACK3

- For PackRat version 4.0, change the second parameter to:
  PackRat4.0=1,c:\packrat\packrat.exe,PackRat,System,PACK3

- For PackRat version 5.0, add the following line:
  PackRat5.0=1,c:\packrat\packrat.exe,PackRat,Phonebook,PackRat

Starting Windows in Standard mode (page 4-29)
---------------------------------------------
In step #4, the command line switch for starting Windows in Standard
mode should be: /s (use a forward slash, not a backlslash).

CAS fax/modem capabilities (page B-2)
-------------------------------------
In WinFax, CAS fax/modems cannot be polled by another fax device (as
suggested by the chart).

Configuring Class 1 comapatible fax/modems (page B-3, B-4)
----------------------------------------------------------
Repeat steps #2 to #4 using your CONFIG.SYS file and disable the
DEVICE=C:\FAX\SATISFAX.SYS line.

Delrina WinFax PRO User's Guide
===============================

Filling In WinFax Cover Pages (page 3-24)
-------------------------------------------------
The commands for changing text color and justification are not 
available on the Text menu in WinFax Cover Page Filler. You can 
use these commands -- Black Text, White Text, Left Justify, 
Center Justify, Right Justify -- to customize your cover page 
text in Cover Page Designer or when previewing and annotating 
faxes.

Dialing a Fax Number Manually (page 3-31)
-----------------------------------------
To help ensure a successful fax transmission when dialing 
manually, perform step #5 of this procedure as follows.

- Pick up the telephone handset and dial the recipient's fax 
  number.
- As soon as you finish dialing the number, click Send Now to 
  release the held fax.
- When you hear your fax/modem pick up the line (go "off hook")
  and the WinFax Status dialog reads "Connecting...", hang up 
  the telephone handset immediately.

Receiving Faxes Manually (page 4-3)
-----------------------------------
To help ensure a successful fax reception when receiving manually 
on a shared voice/fax line, do the following.

- If you pick up the telephone handset and hear an incoming fax 
  call, select the Manual Receive Now command.
- When you hear your fax/modem pick up the line (go "off hook")
  and the WinFax Status dialog reads "Answering...", hang up 
  the telephone handset immediately.

Retreiving faxes from a remote fax station (page 4-6)
-----------------------------------------------------
For additional details and an up-to-date procedure on retrieving 
faxes remotely (polling), see the WinFax online help.

Moving the image (page 5-5)
---------------------------
There is no longer a Palm tool on the toolbar. To move an image, 
click the Select tool (the pointer arrow) and drag the image.

Maximums for recipient data in phonebooks (page 7-10, 7-11)
-----------------------------------------------------------
The recipient's first and last names combined cannot exceed 29 
characters. The combined country code, area code and local 
number cannot exceed 43 characters.

Spell Checking Recognized Text (pages 9-12 and 9-13)
----------------------------------------------------
The spell checking options described here are not available.

Using WinFax DDE Macro Commands (page 11-7)
-------------------------------------------
DDEPoke supports one item only, SendFax. The items listed in 
the table -- recipient, setcoverpage, fillcoverpage, attach, 
resolution and showsendscreen -- are actually commands for use 
with the SendFax item. See the examples of DDEPoke commands in 
the WinFax online help for the correct structure of SendFax 
commands. 

Using DDE commands showsendscreen and fillcoverpage (page 11-8)
---------------------------------------------------------------
If you display the Send dialog (showsendscreen=1) and use a 
standard WinFax cover page (.CVP), the text you specify for
fillcoverpage is ignored. Use the quick cover page instead.

International access code (page 12-17)
--------------------------------------
In North America, the international access code is 011 -- not 01. 

Location of DRAFT.TIF (page 14-26)
----------------------------------
The note on this page should read: "DRAFT.TIF should be located 
in your \WINFAX\COVER subdirectory."

Adding a stamp (page 14-32)
---------------------------
In the procedure for adding a stamp, you do not have to select 
the TIFF graphic file for the stamp you want to add. When you 
open the Stamp dialog, the predefined stamps that come with 
WinFax, and any other stamps you created, are listed there. 
Click the stamp you want to use -- which, in the case of this 
tutorial, is DRAFT -- then click OK. The stamp appears on 
your page.

