ESA Web Instructions

This document is designed to help you maximize the potential of your ESA system. This document's references to "Page" means web page, not document page. We recommend that you print this document and keep it with your ESA Subscriber's Guide for additional reference, and ignore the "How To" documents found inside your ESA Web Office.

Page 1 - Welcome to ESA - Security Checkpoint
There are four components to Page 1.

1) Account Number: Enter your ESA account number in the first field. Your account number is the last seven (7) digits of your 877 number. Do not enter the "877" before the phone number and do not use any hyphens. For example, if your ESA telephone number is 877-555-1234, enter 5551234. Account numbers for optional ESA extensions are the extension numbers followed by the last four digits of your main ESA phone number. For example, 1011234, 1021234, 1031234, etc.

2) Password: Enter your password in the second field. Your password is the same password you use when calling your ESA Office via the phone.

3) Submit: After you have entered your account number and password, click on the "Submit" button to go to the "Make Calls Page" (see below).

4) Reset: If you experience problems keying in your account number and password and want to clear the fields and start over, click the "Reset" button.

Page 2 - Make Calls Page
The Make Calls Page is the "main" page of your ESA web office. From this page you can initiate calls using the "Call Back" feature. These are the components of the Make Calls Page.

Account: Your ESA 877 number

Available Credit: The remaining balance of your usage credits in dollars.

Call Back#: The telephone number where ESA is to call you when initiating ESA Call Back sessions.

Ext: The extension number (if applicable) ESA will ask for when calling you at the Call Back #.

Destination #: The phone number you want to be connected with. ESA will call you at the "Call back #", ask you to hold, then connect your call to the "Destination #". Once connected, click the "Re-read Page" button. An "Active Connections" box will appear. You can enter an additional phone number in the "Destination #" box if you want to conference another caller into the conversation. Additional connections are displayed upon clicking the Re-read Page button after each caller is added. A total of eight (8) numbers can be connected together.

The field below the Destination # is a scrolling list of previously called telephone numbers. You can connect to a previously called telephone number by simply selecting one from the list.

Connect Destination - Click this button to have ESA initiate a Call Back session.

Re-Read Page - Click this button to refresh the screen. This function is handy when completing calls or during a fax blast, as your Available Credit will be updated when the screen is refreshed.

Hang Up Call Back - Click this button to disconnect the call in progress.

Buy More Time - Click this button to go to the "Buy More Time" page (see below). From there, you can increase your available credit with the credit card on file with your ESA account.

Review History - This button takes you to your "Account  History" page (see below). From the Account History page you can monitor the progress of a fax blast, review calls completed, go back to a previous months call report, etc.

Options - Click this button to access the Options page. From the Options page you can show history status by optional ESA extensions (if applicable), change your password, configure your ESA system, retrieve fax and voice messages, and view your voice- and fax-on-demand report logs.

Page3 - "Buy More Time"
This screen allows you to add additional system usage time to your account. To increase the amount of system time, key in the dollar amount desired and click on "Process Transaction". Dollar amounts MUST be in whole dollars. For example, 25 = $25.00, 50 = $50.00, 100 = $100.00, etc.

Page 4 - "Account History"
This page enables you to scroll through the history of your ESA account activity. You will see the telephone numbers that you have called, telephone numbers of callers into your system, and the progress of a voice or fax broadcast. Scroll to the bottom of the "Account History" page to see previous months' totals. Click in the check box next to any previous month, then click the "Expand Summary" button at the bottom of the page. Notice that the call history for the month you checked is also displayed, allowing you to go back in time and search for numbers or do a comparison from one month to the next.

If you use ESA's fax or voice broadcasting features, you may want to use this page to verify which telephone numbers received the broadcast or how far along the broadcast is. Only calls that connect are displayed on this page. If the telephone number called is busy, no answer or invalid, that number will NOT appear. Remember the page is only a snap shot of the activity at the time you access the Account History page. This page refreshes when you leave and come back to it, or refresh the page using your browser's "Refresh" or "Reload" command.

Page 5 - "Options Screen"

Show Customer Status - Takes you to the Status page, which displays the usage status of your ESA account, including any optional extensions you may have (Main, 101, 102, etc.).

Change Password - Click this button to access the "Change Password" page.

ESA Configuration - Takes you to the ESA setup page for configuring your ESA system to meet your own special requirements (Page 7).

ESA Fax and Voice Mail Center - Enables you to view faxes or listen to messages.

Incoming Telephone Number Maintenance - ESA can execute special Action Groups depending upon the telephone number a caller calls from. In other words, ESA can detect the telephone number of a caller and execute a specific Action Group (see Page 8 - ESA Action Groups).

Paging Detail Preferences - Configure ESA to page you when specific activty occurs in your ESA system.

ePreferences Maintenance - ESA can send voice mail messages and incoming faxes to you as e-mail attachments.

Page 6 - "Change Password"
When changing your password, you must only use numeric characters, since you will be using this same password to access your ESA system via the telephone, where only numbers can be used.

Page 7 - "ESA Configuration"
The ESA Configuration page provides you with the ability to: View the number of messages and faxes in your system; Setup your basic ESA Configuration (also accessible via the phone); Enter your "Find Me" phone numbers;  Turn on your "Follow Me" call path "Action Groups"; Access your "Action Groups"; Acces your "Broadcast" lists.

ESA Configuration
Direct Callls - Select the option that you want to use for your automatic call routing. Note that the "Do Not Disturb" option rolls all calls to voice mail; "Find Me" routes all calls to the numbers entered in the Find Me setup; "Follow Me" takes callers down the call paths you define via your "Action Groups".

Screening - Check this box if you want ESA to screen all calls upon forwarding or routing calls.

Blasting - Check this box if you want your Find Me phone numbers to be called all at the same time instead of in sequence.

Whisper - Check this box if you want to enable Call Whisper.

Autofax -Used in conjunction with the fax number you enter in the Fax # field, automatically forwards faxes received to a physical fax machine.

Notification - Used in conjunction with the number you enter in the Pager Phone # field, pages you when messages or faxes are received.

Pager Pin # - Enter the PIN number for your pager account (if applicable).

Office, Phone, Mobile, Alt - Enter phone numbers here, which can be used whenever you want to simply forward incoming calls to only one number. (We recommend completing these field even if you expect to use ESA's Find Me exclusively. You never know if you're ever going to need to quickly forward all calls to a single number. In the even that you do need to, you can easily forward calls by simply calling your ESA by phone.)

ESA Find Me Setup - Enter the phone numbers you want calls to be routed to when Direct Calls option is set to Find Me, as described above. (Phone numbers can be different from Forward numbers, as described above.)

ESA Follow Me Setup - Briefly, ESA's Follow Me function is based on call paths you define in your "Action Groups". Action Groups are defined call paths that incoming calls take when reaching your ESA system. Before you can begin setting up Follow Me, you MUST first set up "Action Groups".

Action groups override the basic ESA Configuration and Find Me setups. Therefore, we highly recommend that you perform the basic ESA Configuration first, and try using the Find Me feature as described above, to familiarize yourself with your ESA system BEFORE attempting to create Action Groups and enabling Follow Me. In many cases the basic ESA configuration and Find Me setup are all that's needed to achieve the desired results.

*The ESA Configuration page allows you to change the standard ESA setup (that you program over the phone) to a customized communication tool. ESA can be customized with hundreds of formats and call paths. You can design call paths that will suit your needs and program ESA to maintain these call paths for your system years in advance. As such, Action Groups can only be created using the ESA Web Office, however, once created Action groups can be scheduled for use via the phone.

Page 8 - ESA Action Groups
Click on the "Save then Edit ESA Action Groups" button on the bottom of the "ESA Configuration" page. In the "Edit Group" box choose "New Group" in the pull-down list then click on "Go" to create an Action Group. (To edit an Action Group in the future, choose the 3-digit Action Group number from the pull-down list.)

Page 9 - Action Group Setup
The ESA Action Group Setup Page is made up of 6 categories. They are:

1) The Group Number Field (you define)

2) The Name or Description Field (you define)

3) The Action Number Field (already filled in)

4) The Action To Be Taken Field ("Delete" is default)

5) The Data Field

6) The Phone Number Field

This is where you create an ESA "Call Path". A Call Path is the path a call will take from the moment it reaches your ESA system until it is terminated.

Let's look at the entries needed to create a call path:

Group Number - Enter a 3-digit number between 100 - 999 to identify the Action Group. This number is the "Action Group" number that will be used when scheduling the Action Group's use in the Follow Me Setup.

Name or Description Field - Enter a name or description for the Action Group. Example: "Standard Weekend", "Morning Greeting", etc.

Action # - The numerical order for the actions the call will take. These numbers are defaulted in increments of ten and can be rearranged in increments of one if you need to change their order in the future. Action numbers are simply the path that a call will take in numerical order.

Action to be Taken Field - There are 9 choices:

1) Play a Message - This action will instruct ESA to play a message. When used, the "Data" field must also be filled in with the number of the recorded greeting or message you want ESA to play (for example, 1 for your standard greeting, or the number of a voice file you've recorded). This action SHOULD ALWAYS be the first action taken.

2) Voice Mail - this command will send the caller to voice mail. When used, the "Data" field must be filled in with the number of the recorded greeting or message you want ESA to play (for example, 2 for your unavailable greeting, or the number of a voice file you've recorded).

3) Screen Call - This command is used BEFORE # 4 or # 5 ("Call No Message" or "Call with Message") if you want to use call-screening. When used, the "Data" field must be completed with the number of the prompt you want ESA to play (for example, 9999 for the standard call-screen prompt, or the number of a voice file you've recorded)

4) Call No Message - This command tells ESA to route the caller to an outside telephone number. When used, the "Data" field must be filled in with the number of seconds to ring on that number (5 seconds= 1 ring), and the "Phone Number" field must be filled in with a telephone number.

5) Call with Message - When this command is used, ESA will call the telephone number you have in the "Phone Number" field and play the recording of the number you enter in the "Data" field. This recording will continue playing until the first 3 digits of your password is entered when the phone is answered. Then the standard ESA call holding message will play. (Example: ESA screens the call then places the caller on hold and routes the call to the number you have instructed with a message. When the phone is answered ESA will continue to play the message, that you created i.e. "Please transfer this call to Mr. Smith in room 141", until the first 3 digits of your password are keyed in.)

6) Xfer to Extension - This command will transfer the call to an optional extension you have added to your ESA system. When used, the 3 digit extension number must be keyed into the "Phone Number" field.

7) Xfer to ACD - This command will automatically and evenly distribute calls between the optional extensions that you add to ESA.

8) Loop - This command will send the caller back to the first action # to repeat the cycle. This Action does not execute if only one (1) action is defined.

9) Delete - deletes the action from the setup.

Data Field - This field is used to program either a time (in seconds) or a recording number. Recording #'s: 1 = Standard Greeting; 2 = Unavailable Greeting; 3 = Alternate Greeting; 9999 = "Who may I say is calling"; 3 digit # of a recording = a voice file you created (see your ESA Subscriber Guide).

Time: Can be from 20 to 60 seconds. Every 5 seconds equals 1 ring. The time is used to program how many rings should take place before ESA forwards to another number or voice mail.

Phone Number Field - The telephone number or extension number ESA will send the call to (1 + area code + number) or the extension # (101 - 110).

When you've completed the actions in the Action Group, click on the "Save and Exit" button to go back to the ESA Configuration page (Page 7). Make note of the message at the top of page 7; if it says "0 errors" all entries were correct. If it says that there are errors you will need to return to the Action Group and correct them before you can use that group number.

If all was done correctly, you can create other "Action Groups" or proceed with the "Follow Me Setup" to schedule the group to be used.

Scheduling Action Groups with the Follow Me Setup
Once you have created an Action Group you are ready to customize ESA via the Web.

The "Priority" field allows you to pick when the Action Group will be used. There are eleven choices: Special, Weekday, Weekend, Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Default.

When you use "Special" you will need to fill in the "Date" fields and/or the "Time" fields. Examples: 1) If you fill in the Start Date with 1999-01-01, and the End Date with 1999-01-31, The Action Group you selected will be used from Jan. 1st 1999 until Jan. 31st 1999. 2) If you instead fill in the Start Time with 08:30 and the "End Time" with 17:00, the Action Group you selected will be used each day from 8:30am until 5pm. 3) If you filled in BOTH the date and time with the information above, the Action Group you selected will be used each day from Jan. 1st 1999 until Jan. 31st 1999 only from the hours of 8:30am until 5pm.

When selecting "Default" the Action Group will be used for ALL times and/or dates NOT otherwise scheduled on the Configuration Screen.

The other choices in the "Priority" window are self explanatory.

The Priority "Override Order": Special carries the highest priority, followed by a day of the week (i.e. Sunday, Monday, etc.), followed by Weekdays & Weekends ending with Default. Example: If you configure Action Group 100 to be used on "Weekdays" and Action Group 101 to be used on Mondays, the Monday set up will override the "Weekday" set up every Monday because "day of the week" has a higher priority than "Weekdays".

If you continue on and select "Special" for Action Group 102 from 8:30am until 12noon, the following will happen: 102 will be used every day from 8:30am until 12 noon because "SPECIAL" has the highest priority override; 101 will be used all day on Mondays except 8:30am until 12 noon; 100 will be used Tuesday through Friday except during the hours of 8:30am until noon.

ESA Action Group - This is the 3-digit number for one of the "Action Groups" that you created.

Start/End Date - These are used when you want a priority override used only for particular dates. These entries MUST be entered yyyy-mm-dd (1998-07-04 for July 4th 1998). The Start date MUST be equal too or earlier then the end date. When entering dates, the schedule will always start at 12:01am and end at 11:59pm on the dates entered unless you enter a starting time and ending time.

Start/End Time - These are used when you want a priority override during particular times of the day. These entries MUST be entered in military time format (00:00 = 12 midnight, 08:30 = 8:30am & 13:00 = 1pm). NOTE: the time set up is always used for a single 24 hour period. The start time MUST ALWAYS be lower then the end time. A time schedule CANNOT cross over from one day to another. EXAMPLE: If you would like an Action Group to start at 5pm and go until 8am the next day you must make two entries. 1st Start time = 17:00 End Time = 11:59 (5pm through Midnight); 2nd Start time = 00:00 End time = 08:00 (Midnight through 8am).

Activating the Web Configuration - Once you've created and scheduled a call path (Action Group), you must "activate" that schedule by directing calls to "Follow Me", using either the  ESA Configuration (Page 7) on the web, or via the telephone. To "Deactivate" your Web Configuration setup you will also need to use the web or the telephone and direct your calls to somewhere other than "Follow Me". Note: If you setup a Follow Me schedule via your telephone, that schedule will replace the schedule created on the web, and vice versa.

Page 10 - "Edit Broadcast List"
Click on the "Save then Edit Broadcast Lists" button on the ESA Configuration Page (Page 7).

This page allows you to create a new broadcast list or edit an existing list. Simply click on the "GO" button after you pick the appropriate item from the pull down menu. Note: if you have not yet set up any broadcast lists only "New List" will appear in the pull down menu.

When you click on "GO" you will be taken to the list's "Edit" screen. This screen will display all the current entries on the list so you can review or print the list. If you would like to delete an entry or add a new entry, go to the bottom of the list and click on the "Modify" button. You will then be taken to the "Modify" screen. NOTE: If you are creating a new list, you will bypass the "Edit" page and go directly to the "Modify" page.

Page 11 - "Modify Broadcast List" Page
On the "Modify" page you can:

1) Delete an entry - To delete, enter the entry exactly as it appeared on the "Edit" page, and leave the word "Delete" in the pull down menu next to the entry.

2) Add a telephone number - Enter the telephone number into the number field (1+ area code + telephone number) and choose "Telephone Number" in the pull down menu to the right of the entry.

3) Add an ESA telephone number - Enter the ESA 800/888/877 number without the 800, 888 or 877 (the 7-digit ESA account number) into the number field and choose "ESA Extension" in the pull down menu to the right of the entry.

4) "Link" lists - (Example: list # 100 = west coast personnel, list # 101 = Midwest personnel, list # 102 = east coast personnel, list # 103 = south west personnel and list # 104 is a list that has the four list numbers in it. This would allow you to send broadcasts to each group individually or to list 104 which would be all four lists at the same time). Enter the list number that you want to link in the number field and choose "List Number" in the pull down window to the right of the entry.

Notes:
1) When entering numbers into the number field DO NOT use hyphens or spaces in the number.

2) When entering "Telephone Numbers" ONLY, you can place a space at the end of the number and then type a name in for reference purposes.

3) You CANNOT change a telephone number already on the list. You CAN delete it and add the correction.

Page 12 - ESA Fax and Voice Mail Center
Click on the "ESA Fax and Voice Mail Center Button" on the "Options" page.

Here you can visually see how many faxes and Voice Mail Messages are in your ESA Office. If you would like to "View" a fax or "Listen" to a voice mail message by using your computer, you can click on the "View" or "Listen" button located at the far right of the message line.

You will need a graphics program (browser plug-in recommended) to read your faxes. If you don't have one, you can access one on our web site at: http://www.leadcommander.com.

You will need to have Real Player 5.0 or higher to listen to your voice messages. If you don't already have it, you can download it from our web site at: http://www.leadcommander.com.

Page 13 - "Click Here to View"
If the fax you wish to view is a multiple page fax, you will be prompted to choose the page you wish to view. Only one page can be viewed at a time. The process that follows after clicking on the page number depends on the graphics program you are using to view the fax. After viewing and/or printing a fax, and closing the graphics program, you will be taken back to the Fax and Voice Mail Center.

Page 14 - "Conversion Complete. Click Here to Listen"
The same process is used for listening to your voice messages. After the conversion is completed click on the "Click to Listen" link. The Real Player browser plug-in will play the voice message.

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