Faxtrak Interface Program
Version 1.1

Overview

The FAXTRAK program is a DOS program. It is used to convert fax expense transactions from a Faxtrak System to be compatible with the Tabs3 Merge Data Capture Transactions program.

The FAXTRAK program must reside in the same directory as the Tabs3 programs in order to work properly. The Tabs3 program directory can be found by starting Tabs3 and selecting Help | About Tabs3.

The interface program assumes that the Client/Matter number in the Faxtrak data is a single number with no separator. For example, if the client/matter number in Tabs3 is 200.03, the number should be entered as 20003 in the Faxtrak System.

Note: The Create Validation Files program must be run before you can successfully use this data capture device interface program. The Create Validation Files program is found in Tabs3 by selecting the following menu options Maintenance | Integration | Create Validation Files. When creating validation files, select a Validation File Type of Data Capture Device.

Note: This DOS program cannot be run under a 64-bit operating system.  Although it can be installed on a 64-bit server, it must be run from a non-64-bit workstation.

Installation

The FAXTRAK interface program (FAXTRAK.EXE) must be transferred to the directory on your hard disk where the Tabs3 program files reside. This is done by using the SETUP program on the FAXTRAK interface program CD.

To install the Faxtrak interface program on your hard disk:

  1. Insert the Faxtrak interface CD into your CD drive.
     
  2. The installation program will automatically start.

    Note: If the CD Autorun feature is disabled, click the Start button, and then click Run…  Click the Browse button and navigate to the CD drive.  Double-click the LAUNCH.EXE file.  Click OK.
     
  3. Follow the on-screen instructions to install the software onto your hard disk.

Executing the FAXTRAK Interface Program

Use the following procedure for conversion:

  1. Transfer the billing data file from your Faxtrak System to your computer's hard disk. The data must reside in a file named FAXTRAK.PRT in the Tabs3 program directory.
     
  2. From a DOS prompt, start the interface program by entering:

            FAXTRAK
     
  3. The first time you run the FAXTRAK program, you will be asked to enter the Tabs3 transaction code number that you use for fax calls. Once you specify the transaction code number, the FAXTRAK program will use that same number each time you run the FAXTRAK program.
     
  4. Next, you will be asked "Is it OK to continue? (Y/N)". If you enter "N" the program will be aborted. If you enter "Y" the program will look for the FAXTRAK.PRT file containing the Faxtrak data. If the FAXTRAK.PRT file is found to contain data, the program will display the message "Converting Transactions" followed by a "." for each transaction read from the file. The files T3EXPKEY.REM, T3EXP.REM and T3EDESC1.REM will be created which can be merged with the main Tabs3 data files. You must then start Tabs3 and run the Merge Data Capture Transactions program.

Note: If you are not using a demo version of the program, the FAXTRAK.PRT file will automatically be deleted when the conversion is complete to avoid double posting of the data.

Note: You may change the fax transaction code used by the Faxtrak program by deleting the file FAXTRAK.PRM which is created in your Tabs3 directory. This will enable you to go through the setup procedure described above in Step 3 as a first time user of the program.

2008/12/15