How to Import an Address Book into SGL DocUFax
 

Step 1:  Opening the DocUFax Direct Application

First left click on the Start Button , next click on Programs , now click on DocUFaxDirect , and finally click on DocUFax Direct Client v4.5 . This will open the SGL Document Fax:Direct application.

Step 2:  Opening the Import Address Book Screen

Now that the application is running we now want to go to the address book import screen. To open the import screen click on Address Book , then click on Import Address Book .

Step 3:  Importing the Address Book File

The import screen is now open and we are ready to begin importing the text tab delimited file into an SGL DocUFax Address Book. First click on the Browse button. You will notice that a Open screen will appear.



Next you will want to find the text tab delimited file that you have created. Since you are uploading a text file instead of a .csv file, under Files on type field you will want to click on the down arrow and then select the option for Text Files. Now browse till you see the file and then click on the Open button. Once you have clicked the Next button it will take you back to the CSV Import screen, continue by clicking the Next button. Now a screen of options has appeared and you will want to click on the option for Tab because your text file is a Text Tab Delimited file, continue by clicking the Next button.

Step 4:  Mapping the Fax Number and Banner Fields

This step contains information about mapping the information in your address book.



To begin you will want to click on the fax number . A Change Map screen has appeared .



and now click the down arrow and a list will drop down and the click on the Fax Number option. Now click the OK button and in the Address Book Field you will notice that it says Fax Number in the same row as your fax numbers are in . If you don't have a country code already in your list (such as 1 in the U.S.), click on the Country Code check box. A check will appear in the box and in the field next to the checkbox has become active and you may now enter the country code inside this box. (Note: 011 is not needed). Now lets map your banner information, for my banner I will be using the company and the contact person for the banner. To add this information to your banner click on the company, and now a Chang Map screen has appeared. Click on the down arrow and then click on the First Name option from the list and then click the OK button. To import the contact name will you will on the contacts name, and now a Change Map screen has appeared. Click on the down arrow and then click on the Last Name option from the list and then click the OK button. We have now imported the fax number, company name, and the contact person to the list. We are now ready to finish the importing process to do this just click on the Finish button. A Import Address Book screen has appeared and this will show the name and the location of the address book that you are importing into DocUFax. Click the OK button and this will complete the process for importing an address book into the SGL DocUFax Address Book.