Cleo Streem® Fax User Guide

Version 7.3

April 2017
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Contents

1. Introducing Cleo Streem® Fax.......................................................................... 4

Technical Support................................................................................................................................................. 4

2. Faxing with Cleo Streem® from your desktop.................................................5

Sending a fax from your email client.................................................................................................................. 5
Fax number email format......................................................................................................................... 5
Sending a fax from your desktop application......................................................................................................6
Configuring Streem Print..........................................................................................................................6
Send a fax using Cleo Streem Print.........................................................................................................8
View fax history....................................................................................................................................... 8
4 | Cleo Streem Fax User Guide

1
Introducing Cleo Streem® Fax
®
Cleo Streem is a Microsoft Windows-based fax processing platform that provides a complete range of advanced
voice and fax capabilities. This guide focuses on the fax capabilities of Cleo Streem, which we refer to as Cleo Streem
Fax. These features include:
• Fax/email integration - allows you to send a fax via email using Microsoft Exchange, Lotus Notes, GroupWise
and any SMTP compliant email system.
• Fax messages - allows you to fax the same document to multiple destinations or multiple documents to multiple
destinations.
• Fax from print driver - allows you to send a document to a fax destination as if you were sending it to a printer.
• Support for faxing from MFPs - allows you to use Cleo Streem to process faxes originating from MFPs (Multi
Function Printers.)
System monitoring and operation are handled centrally, from anywhere on the network, using the Cleo Streem
graphical user interface.

Technical Support
To request technical support:
• Use the request form at: http://www.cleo.com/support/request.php
• Call the automated support line at 1-866-444-CLEO(2536) or 1-815-282-7894
Cleo Technical Support is available from 7am to 7pm Central Time, Monday through Friday. Requests are handled
on a callback basis in the order they are received. The Cleo automated support line or web form will collect your
information and your request for support will be placed in our callback queue.
A support subscription is required to work with a Cleo technical support analyst. Find information about Cleo support
options at http://www.cleo.com/support/supsub.php.
To ensure that your support process goes quickly and smoothly, note your place in the setup or installation process as
well as any diagnostic measures taken.

Introducing Cleo Streem® Fax

2
Faxing with Cleo Streem® from your desktop
With Cleo Streem Fax, you can send, receive, print, archive, and track faxes quickly and easily from your desktop.
Cleo Streem Fax integrates with virtually any email service to send and receive faxes electronically.
Cleo Streem Print enables you to send faxes as if you were sending a file to a printer from a desktop application.

Sending a fax from your email client

Use your Cleo Streem Fax application system to send a fax from your email client.
While details of sending a fax depend on the email client, the basic steps remain the same across email clients.
1. Open your email client and create a new email message.
2. Specify recipients. Use either of the following methods:
• Type one or more recipient fax numbers in a semicolon-separated list. The format used to enter fax numbers
depends on your email client. See Fax number email format on page 5.
• Select recipients from an address book.
3. Type a subject in the Subject field.
4. Optionally, type a message in the body of the email. This message will be a note on the fax cover page.
5. Optionally, add attachments to your fax.
The procedure for attaching files depends on your email client.
6. Click Send. The recipient receives the cover page first, followed by the main document, and then any attachments
in the order that they were attached.
After the recipients receive your fax, you receive a confirmation email.

Fax number email format

To send a fax from your email client, specify a fax number in the To field. The format used to specify the fax number
is specific to the email client.

Outlook
For Outlook, use this format:

[email protected]

Use semi-colons to separate multiple fax numbers. For example:

[email protected];[email protected]

5
6 | Cleo Streem Fax User Guide

Optionally, you can use this format:

"To Name" <[email protected]>

Lotus Notes
For Lotus Notes, use this format:

optional_name@fax_number@fax

GroupWise
For Groupwise, use this format:

[email protected]

Sending a fax from your desktop application

With Cleo Streem Print, you can send a fax from any desktop application that you can print from.

Configuring Streem Print

If you are a new user, use the Cleo Streem Print Preferences to configure Cleo Streem Print.
On the Cleo Streem Print screen, go to Files > Preferences or click F5 to open the Preferences dialog box. There are
four tabs in which you can specify your preferences:
• Cleo Streem Center Connection
• Cover Pages
• Templates
• Options

Cleo Streem Center Connection

Specify the information that your Cleo Streem Print application needs to connect to the Cleo Streem server.

Field Name Description

Default From Name The name entered here appears on the cover page as the individual the fax
was sent from.
From Email Address The email address entered here receives fax receipts and confirmations.
Default "Browse" Folder The folder that opens by default when choosing to select a local file. For
example, when Attach is clicked, file browsing starts in this folder.
Inbox/Outbox Username Your Cleo Streem Notify login.
Inbox/Outbox Password Your Cleo Streem Notify password.
Override Global Settings Select this option to overwrite the Cleo Streem Server IP, update port, and
FTP port. You can also test a connection to verify the fields are correct.

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 Cleo Streem® Fax | 7

Field Name Description

Cleo Streem Server IP This field is enabled when you select Override Global Settings. Use this
field to specify the IP address Cleo Streem Print uses for the Cleo Streem
Server.
Cleo Streem Server Update Port This field is enabled when you select Override Global Settings. Use this
field to specify the port Cleo Streem Print uses to connect to the Cleo Streem
Server update service.
Cleo Streem Server FTP Port This field is enabled when you select Override Global Settings. Use this
field to specify the port Cleo Streem Print uses to connect to the Cleo Streem
Server FTP service.

Cover pages
Specify information that your Cleo Streem Print application uses to implement the right cover page.
View the list of available cover pages and information about each, and add, edit, and/or remove cover pages from the
list.
The information displayed for each cover page is:

Field Name Description

Default Indicates whether this cover page is the default.
Description Displays a general description of the cover page.
File Name Displays the file name of the cover page.

The operations that you can perform on your cover page list include.
• Add: This opens the Add New Cover Page dialog box. Browse or specify an .rtf file, specify a name for it, and
click OK.
• Edit: Enabled when a cover page is selected in the list, this option opens the Add New Cover Page dialog box
and populates it with information about the selected cover page. Update the information as needed and click OK.
• Remove: Enabled when a cover page is selected in the list, this option immediately removes the selected cover
page from the list.
• Open: Enabled when a cover page is selected in the list, this option opens the selected file in a text editor or word
processor.
• Set Default: Enabled when a cover page is selected in the list, this option sets the currently selected cover page as
the default.

Templates
Existing templates can be renamed or removed from this list.
• Remove: Removes the selected template from the list.
• Rename: Opens a dialog box where you can rename the selected template file.

Options
Use the Options tab to set miscellaneous options:
• Reset Clear button: Overwrites any settings for the Clear button. This is useful if you previously selected
Always use this selection when I press the Clear button.
• Import previous version of Cleo Streem Print address book: Allows you to import an address book from the
previous version of Cleo Streem Print. When starting Cleo Streem Print for the first time, you are prompted to

Faxing with Cleo Streem® from your desktop

8 | Cleo Streem Fax User Guide

import the address book. This is a manual import. When you click Import, Cleo Streem prompts you to browse
for an address book file with a .dat extension.
• Automatically close Cleo Streem Print after successful fax: Select this option to have Cleo Streem Print close
after a fax has been successfully submitted to Cleo Streem.

Send a fax using Cleo Streem Print

Use Cleo Streem Print to send a fax either directly from the document you are currently working on, or by invoking
Cleo Streem Print.

1. Open Cleo Streem Print.

• If you are working on a document that is ready to be faxed, choose Print from your application. The
application's Print dialog box appears. In the Name section of the Print dialog box, choose Streem Print
from the drop-down menu, and then click OK.
• Otherwise, double-click the Cleo Streem Print icon on your desktop.
A Cleo Streem Print dialog box appears with your name and email address in the From field.
2. Specify fax recipients:
• Type one or more recipient fax numbers in a semicolon-separated list. Use the following format to enter fax
numbers:

name@fax_number
• Click To to select numbers from an existing address book.
• Optionally: Click Edit to update your address book.
• Optionally: Click New add a contact to your list.
3. Optionally, add or remove attachments to your fax.
• Attach a file: click Attach, browse for the file, and select one document at a time.
• Remove a file: click Remove.
• View an attachment: Click Open.
• Change the order attachments are faxed: Click on an attachment and click Move Up or Move Down.
4. In the Subject field, enter text to be the subject on your cover page.
5. Optionally, to use a cover page other than your default, choose one from the Cover Page menu.
6. In the Reference No field, enter a number to be used throughout Cleo Streem as the reference number for this fax.
7. In the Cover Notes field, enter text to appear as notes on your cover page.
8. Choose the day and time that you would like to send the fax. Alternatively, select Save on Close to save your text
and the files attached.
9. Click Send.
Your recipients receive the cover page first, followed by your main document, and then by any attachments in the
order they were attached.
After you click Send, Cleo Streem confirms that your fax has been accepted for processing. After your recipients
receive your fax, you receive a confirmation email.

View fax history

Vew information for any fax you have sent using Streem Print.

1. Select History from the Cleo Streem Print menu bar.

The History window displays a list of recent fax jobs.

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 Cleo Streem® Fax | 9

2. Click a fax job from the list to select it and then click Open.
The fax opens in the Cleo Streem Print main window.

Faxing with Cleo Streem® from your desktop