Faxing- One reason
not to upgrade to Windows Vista Home Edition
No
more faxing from Windows? If you used the fax feature in Windows XP,
don't consider upgrading to Vista unless you buy the more expensive
editions. As of this writing, fax is only included in the Business,
Enterprise and Ultimate editions, NOT HOME or Home premium!!!
I
love the ability to send and receive a fax directly in windows or
Word without having to have a separate fax machine. This feature was
included in both editions of XP. Now it seems MS considers it a business
necessity but not for homes. How stupid, but typical of geek thinking.
Boy
do I need to add some clarification here. I was swamped with questions
about faxing with broadband. I forgot that few of us use dial up anymore.
So here is the skinny.
Lets
cover "Receiving" first. I'll cover sending later.
Windows
fax works the same as fax machine in your house. It accesses the local
phone line and dials a number or answers the phone as requested. This
is true whether you use Windows built in fax or a 3rd party program
as suggested in The Windows Secrets Newsletter (Thanks Scott).
You
must have a working modem installed. I actually had to go and buy
one! You must then connect your phone line to the computer. If you
are new to computing, you may not remember the old dial up days.
You
do not have to be on line. You can be on line with broadband. There
is no interference since broadband does not use the phone line. You
cannot be using the phone line for other purposes when you try to
fax as you will get a busy signal. And you cannot fax over broadband
with Windows fax. There are ways to use broadband for faxing, but
it requires getting a new number (no area code choice) and paying
a monthly fee. Windows fax is free except you still have charges for
toll calls. If broadband faxing interests you, Google for "Internet
faxing" to find answers.
All
this having been said, the best way to set up windows to fax is to
have a second line dedicated to faxing. You can use one line, but
it creates extra problems just as trying to use a fax machine on one
line at home if you have tried that. BTW, I refer here to using it
at home, but it works at work too if you have access to a dedicated
outside line. We have a small business that receives a lot of faxes.
We have dedicated line just for the fax and we get a lot of advertising
junk as well as a lot of Phishing (scanning for fax number to broadcast
junk)
Also
be assured you cannot get a virus from receiving a fax.
So
lets cover how Windows fax works. After you have it set up as noted
below this is what happens. You can set the program to answer automatically
(best if you have a dedicated second line) or as noted below, you
can set it to answer manually (best for one line).
If
you set the options to send and receive, then when the phone rings,
one of two things happens. For auto answer, the computer answers the
phone and accepts the call. If you also DO NOT CHOOSE TO HAVE THE
FAX PRINTED, it is stored in the computer for you to decide if you
want to print it. This is where you save money printing all the junk
faxes. We get a lot of them.
If
you have selected manual answering, the phone rings in the computer
and asks if you want to answer it. Obviously the computer must be
on and you must be close enough to select "Answer".
That's
why I like the dedicated second line. I leave my computer on all the
time. It receives faxes 24/7 with no response on my part. When I check
the machine in the morning, I review the faxes and delete the junk
and do not waste paper printing them as a fax machine will do. And
fax paper ain't cheap!
Now
if you don't have the ability to have a second line, then you should
do this: If you know a fax is being sent, just ask them to call twice.
Call once to tell you a fax is coming and then let the computer answer
it the second time. Many of you have done this with a fax machine.
The one advantage of a real machine is many of them can distinguish
between a voice call & a fax call. Unfortunately windows does
not. Maybe some of the 3rd party programs can, but I don't know.
Now
for sending faxes. Actually this a little easier with a dedicated
machine. You just put the fax in and dial the number, hit send and
walk away. Not quite so easy with Windows. There are 2 kinds of faxes.
One you create in the computer (usually in Word) and the other is
a paper you want to copy and send.
First
the paper you create in the computer is easier. You select "Print"
and on the printer selection drop list and select "Fax"
as the printer. You may also see another fax choice if you have a
multi-function printer installed. Use the one that says "Fax",
not HP fax or Brother Fax, etc.
Selecting
this option will open the fax wizard. You then have to enter the required
information or select from the phone book if you are using Windows
programs (Outlook, WAB). After you complete the wizard, it will open
your phone line and listen for a dial tone. If it hears the tone,
it will dial the number and if successfully connected, send the fax
and hang up when done. If it does not complete successfully, it will
try again in a few minutes and keep repeating until it succeeds. (It
gives up after a while)
Now
if you have a paper that you want to send, you must first get it in
the computer. To do this, you need a scanner. Many of us have multi-
function printers these days with built in scanners. Actually if you
have one with fax capability, set it to send but not receive. Be sure
you have a phone line plugged into the printer. If you have a scanner,
but without fax ability, then scan the document into Windows. Then
choose Print and in the print selection, choose Fax and proceed as
above.
You
may also select to scan the document into word and fax from there.
In
XP, the feature may not be installed by default. If you don't see
it under Start/All Programs/Accessories/Communications
then it needs to be installed. This how it looks if you are using
the default Windows XP start menu:
Fig
1
And
this is how it looks if you have the classic (9X) style:
Fig 1A
To
install it if it is missing, Open the Control Panel, Add/ Remove Programs
and click on Add/Remove Windows Components
in the left column.
Fig
2
Clicking
on the Add/Remove Windows Components opens
a new dialog box (Fig 3)
In
this dialog box, you should see that the selection box in front of
Fax Services is empty. Click the box in front
of
Fax services.
(DO NOT CLICK ANY OTHER BOXES or you will change other things) Then
click next. You may be asked to insert
your XP CD. If you don't have it, you can use any XP CD from another
computer. (It must match your version, Home or Pro- If you have Home,
you must use another Home CD & same for Pro)
Fig
3
The
computer will prompt you for the final steps to install the fax program.
Once you have fax installed, you must configure it on first use.
Look
back at Fig 1 and open the fax console. (Start/All
Programs/Accessories/Communications/Fax/
Fax Console)
It
should start the Wizard. If it does not, and opens the console directly,
then go to Tools, Configure Fax as
shown in fig 4.
NOTE:
DO NOT SEND FAXES WITHOUT COMPLETING THE CONFIGURATION WIZARD. IT
IS ILLEGAL TO SEND AN UNIDENTIFIED FAX.
Fig 4
Go
thorough the Wizard as noted in the following figures. Click Next
each time.
|
Fig 5
Click
Next after each selection as you
go through.
|
Fig
6
Enter
a name (Your choice) and a fax number. No other information
is required. Next
|
|
Fig
7
Check
the boxes for Enable Send & Receive. Choose if you want
manual or auto receive. If you choose auto, select the number
of rings. Next
|
Fig
8 Next
Fig
9 Next
Put your
fax number in the noted locations. This is what is required
legally. These are technical identifications required by the
FCC.
|
|
Clicking
Next takes you to the next step.
Do not double click as it will take you through two steps.
Steps
10-12 can be clicked through by clicking Next
at each step if you just want to review
each fax as it comes in and then decide to file, print or delete
them.
If
you want to file all faxes, then continue through 10-12.
|
Fig
10 Next
Do not
check the Print box unless you
want to waste paper. Clicking this box means every fax will
be printed automatically. If you want to do this, just use a
regular fax machine. (You can choose to print a fax when you
view it)
Check
the Store box, then click Browse.
|
|
Fig
11 Next
Select
where you want faxes to be placed. I create a separate folder
for faxes. Click OK when done.
|
Fig
12 Next
Now this
window reappears and the location is noted in the box. Click
Next.
|
Fig
13 Next |
You can
now send a fax directly from Word or from a scanned document.
In Word, select print and select the fax printer.
When
your phone rings, If you set the answer to manual, the computer
will notify you and ask if you want to answer it as a fax.
Fig
14
If you
set it to answer automatically, It will answer after the number
of rings you selected.
|
10-19-07
update: I tried downloading and installing a number of programs to
use with Vista. The only program that worked with Vista was Snappy
Fax. If you have a long distance service, it works fine and is relatively
low cost. My problem is I did not have long distance. I use a prepaid
calling card and I could not get Snappy to work with the calling card,
so I decided to apply for long distance service and use my XP machine
for the fax ability that is built in.
Since
I did not need Snappy Fax anymore, I decided to uninstall it. The
problem is that not everything was removed. First, I kept getting
reminders to buy the program. The uninstall did not remove that. Then
I went to msconfig and found
an entry still there. So I went to regedit
and looked for any entries for Snappy and found a number of them.
So as I point out on other
pages, just doing an uninstall is rarely complete.