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Microsoft Word 32-bit Merge Plug-In
Installation Guide

Installation Instructions

Download the Plug-In

Save the Plug-In

  • Extract the i-fax_word_32_merge.doc file to a convenient directory.
     

  You are now ready to create Microsoft Word documents containing the i-fax.com Barcode.

 

Security

The Microsoft Word 32-bit Merge version of the i-fax.com Plug-In is delivered as a Word Document containing a Word Macro. If the security settings on your copy of Microsoft Word are set to "high", you will not be able to run the i-fax.com Plug-In.

If you set the security to "medium", MS Word will warn you each time a Macro is about to run and you will be able to decide whether to run the Macro or not. You can change your Macro Security settings by following these simple steps:

  1. When you are running Microsoft Word, click on the "Tools" function at the top of the screen,
  2. Select "Options".
  3. Select "Security".
  4. Select "Macro Security".
  5. Change the Macro Security to "medium".

Using the i-fax.com Plug-In

This version of the i-fax.com Plug-In has been provided to allow you to create barcoded documents with Word's Mail Merge.

To create a document with this Plug-In, you must follow these steps:

  1. Start Microsoft Word.
  2. Open the document you have just downloaded, called i-fax_word_32_merge.doc.
  3. Use Tools/Mail Merge... to create a new merge and set up the merge as you would normally, using the "Active Window" for the Main document.
  4. Choose the field from the data source that you want to use for encoding in the barcode. It must be a nine-digit number or an integer less than 32 bits in size.
  5. Insert the field you want encoded in the barcode at the top of your Main document, bracketed with the text "%ifax" and "%". For instance, if you want to use a field named "number" in the datasource, you would type "%ifax", then insert the merge field, then type "%" and it would look like the following on screen %ifax<<number>>%. Note that only one barcode can be put on a page.
  6. Finish creating the main document as you would normally.
  7. Perform the merge, merging to a "New Document".
  8. When the merge is complete, click on the "Merge Barcode" button or run the "MergeBarcode" macro. If the button and macro appears to be missing after the merge is complete, you may need to go to "Tools/Templates and Add Ins..." to "Add..." the i-fax_word_32_merge.doc file.
  9. When the macro has finished running your document will be ready to print.

Activate the i-fax.com Service

You can activate the i-fax.com service by signing up at https://www.secure.i-fax.com/terms.html. Before your website can begin to receive and link documents to web transactions, your i-fax.com service must be activated.

There is no charge for this Plug-In. There is no charge for producing documents or web pages containing the i-fax.com barcode.

If you have any questions that are not addressed by this manual or if you have suggestions on how i-fax.com Inc. could serve you better, we welcome your input at service@i-fax.com.

 


Your Website




When an end user sends a barcoded document to the i-fax.com server (by fax or scanner), the barcode is interpreted by i-fax.com's server. The i-fax.com server renames the document with the encoded identifier found in the barcode and sends the document to your website by FTP file transfer or as an email.

 

File Types

i-fax.com will deliver files to your server by FTP or Email. Every file sent from the i-fax.com server will follow this naming convention:

i-fax.com File Naming Convention

aaaaaaaaaaaaaaaa_bbbbbbbbbbbbbbbb_999.TTT

aaaaaaaaaaaaaaaa

The unique identifier found in the i-fax.com Barcode (created by the i-fax.com barcode generator by your application).

bbbbbbbbbbbbbbbb

A transaction key assigned by i-fax.com.

999

The page number (000 is reserved for the thumbnail) for JPEG files only.

TTT

The file extension of different output formats, e.g. pdf, tif, jpg, udt.

 

Unique Identifier

The unique identifier is the value that your application assigned at the time the i-fax.com Barcode was created using the i-fax.com barcode generator.

Transaction Key

i-fax.com assigns a unique transaction key to every transaction that is processed by a server. This transaction key ensures that each file that your web server receives is unique and is not overwritten in the event that a user sends the same document twice.

Page Number

The JPEG standard does not support multi-page documents. As a result, i-fax.com will deliver a separate JPEG file for each page in the document. These files will be numbered from 001 ... 999. Please note that number 000 is reserved for a JPEG thumbnail page that is explained below.

 

File Formats

The following file types are produced by the i-fax.com server:

  1. The first page of the document is provided in a miniature version in JPEG format (240 x 345 pixels). The "thumbnail" allows your application to display a small version of the document (e.g. as a search result).

  2. When you sign-up for the i-fax.com service you will be given the option of selecting one or more image formats for your documents. i-fax.com supports 3 image formats. The format you choose will depend on your application:

    1. Adobe PDF
      The i-fax.com server can produce a multi-page PDF file containing the document. The document is compressed in Group IV format to conserve storage space.

    2. TIFF
      The i-fax.com server can produce a multi-page Group IV TIFF file containing the document.

    3. JPEG
      The i-fax.com server will produce a series of JPEG file, each containing a page of the document.

  3. If you have elected to receive files from i-fax.com using FTP (File Transfer Protocol), i-fax.com will send a file with a .udt extension to indicate that your document has been sent. This file will not appear on your server until the JPEG thumbnail and the document images in PDF, TIFF and/or JPEG have been delivered. Note: Your application should not start processing an FTP transfer until the .udt file is detected on your server.

    The .udt file contains information about the files received by i-fax.com.

    Field Name Description
    CallerID The caller id of the fax machine that the document was faxed from. If the document was not faxed or there was no caller id then the field is set to "Unknown".
    TransID The unique identifier encoded in the barcode on the document. This is the same unique id used in the returned file names.
    Pages The count of pages processed for the document.
    Orientation "0" if the document was scanned or faxed with the barcode right side up, or "1" if the barcode was upside down. When a document is faxed or scanned in upside down, the i-fax.com server rotates them before sending them on for ease of handling.
    To If the document was efiled instead of faxed, the "To:" line of the email is put here
    From If the document was efiled instead of faxed, the "From:" line of the email is put here
    Subject If the document was efiled instead of faxed, the "Subject:" line of the email is put here
    Senddate If the document was efiled instead of faxed, the "Date:" line of the email header is put here

    A two-page document encoded with a "unique identifier" of 639787744 that is faxed upside down would have the following in the .udt file:
     
    CallerID=Unknown
    TransID=63978744
    Pages=2
    Orientation=1

    Note:
    You will find examples of the Adobe PDF, TIFF, JPEG and .udt files with the files you receive when you Download the Plug-In.

 

File Transfer Options

i-fax.com can deliver files to your server in one of two formats:

  1. FTP
    i-fax.com
    will transfer a group of files to the FTP server you specify when you sign-up for the i-fax.com service. You will be asked to provide a directory on your site that is accessible to an FTP transfer.

    It is recommended that you design your application to poll this directory looking for files with the .udt extension. i-fax.com always sends a .udt file when a transaction has been fully transferred.

    A number of strategies can be used to initiate the polling process. The strategy you chose will depend on the tools available to you on the web server you are using for your website:

    1. On Unix or Linux servers, you can schedule a job in the crontab that will capture transactions in your FTP directory and incorporate them with your web database. (This will not be possible in most hosted web environments.)
    2. On a Windows NT®/2000 server, you can schedule a task in the Task Scheduler that will capture transactions in your FTP directory and incorporate them with your web database. (This will not be possible in most hosted web environments.)

    3. You can imbed a CGI script in a web page that is executed when the page is accessed. The CGI script can be designed to detect the arrival of a .udt file in the FTP directory and process the incoming document. The CGI script can be placed within a page that runs when users wish to access a document or in a page that is run frequently.

     

  2. Email
    i-fax.com
    will email a group of files to the email address you specify when you sign-up for the i-fax.com service.

    Each email sent by the i-fax.com server will contain all of the files pertaining to a specific document. In the event that an end user sends multiple documents in one fax or scan (each document having a unique i-fax.com Barcode), the i-fax.com server will transmit each document and its associated files in a separate email.

    Emails sent by the i-fax.com server will contain the relevant files for a given document as attachments. Each email will contain the following entry in the "subject" line:

    Document for transaction #{unique identifier from i-fax.com Barcode}

    A number of strategies can be used to incorporate documents that have arrived by email. These include programs such as Procmail (for Unix and Linux environments) and Microsoft Exchange (for Windows NT®/2000).

 

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