TalkByText Business Edition Quick Reference

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TalkByText Business Edition Quick Reference

This quick reference guide provides some basic information about setting up and using TalkByText Business Edition. It has the following sections:

  1. First run
  2. Starting the program
  3. Finding your way around the main window
  4. Making calls
  5. Receiving calls

1. First run

Most of the installation and configuration of TalkByText Business Edition will be taken care of by your organisation's IT department. However, the first time TalkByText runs on your system, it will show a wizard to complete the install and to personalise it.

  • Verifying your license: Every copy of TalkByText comes with a serial number that is needed to activate the software. The first stage of the wizard will perform this activation. The serial number will be given to you by your IT department or might even be automatically filled in for you. If not filled in already, type in your licence key and click on the Activate License button. TalkByText will connect to a license server to obtain an authorisation code which attaches your license to the computer. Click on the Next button.
  • Completing your personal information: In step 2 you need to provide your personal details such as name, job title, department and extension. Your IT department can define which fields are mandatory. When you have completed this step, click on the Next button.
  • Personalising TalkByText: You can personalise the answer message that callers receive when TalkByText is in auto-respond mode. You can also choose whether TalkByText starts automatically when Windows starts (recommended) or your IT department can centrally direct that. If you prefer, you can change these settings later. Press the Next button.

Once you have successfully completed all the steps, click on Finish to leave the wizard.

2. Starting the program

By default, the setup wizard will have set up TalkByText to run automatically. Alternatively, your IT department might centrally configure this for you. If it is not centrally configured, you can change this behaviour via the Options dialogue: click the Options button on the button bar or use the menu to bring up the Options dialogue. On the General tab page of this dialogue, check or uncheck the Launch TalkByText on Windows startup box.

Settings that are centrally managed by your IT department appeared as grayed out controls in the Options dialogue. You cannot change those settings.

While TalkByText Business Edition is running, its icon will appear in the system tray. Clicking on this icon will switch between showing and hiding the TalkByText Business Edition main window. Alternatively, you can open TalkByText by right clicking on its tray icon and selecting Open TalkByText - this will also open the application.

3. Finding your way around the main window

The Main Window is the central feature of TalkByText Business Edition and is the place where you will find the various functions of the application.

Main menu bar: clicking on an item in the main menu will open that item's submenu. The main menu and its submenu items enable you to control the TalkByText application and provide access to all functions. Some menu items give direct access to a certain function when you click on them. For example, clicking on the Options item under Tools in the main menu opens the Options dialogue. Other menu options work like on/off switches. When active, the associated icon on the left of the menu text will be shown highlighted or, for items that do not have icons, a highlighted checkmark is displayed. For example, the Button bar item in the View menu will have a checkmark in front of it when this function is active. Clicking the item switches between the on and off states. Yet other menu items give access to further submenus. These items have a right arrow symbol after them, indicating that clicking on them will open a submenu. The New item under the main menu's File item is an example of this. Some menu items and buttons open a further dialogue window when clicked. To indicate this, their caption is followed by an ellipsis symbol (...).

Button bar: when active, the button bar is shown under the main menu in the main window. The button bar offers direct access to a number of frequently used functions in TalkByText. You can switch the display of the Button bar on and off via the Button bar option under the View menu.

Folder list: The folder list appears at the left hand side of the main window in the form of a tree view. You can turn the display of the folders list on and off via the corresponding item under the View menu. When the folder list is turned off (not visible), you can still open the various TalkByText folders via the Go To option under the View menu.

Folder display area: The largest part of the main window displays the contents of the selected folder. You can navigate the folders via the folder list tree view, or via the Go to option under the View item on the main menu bar.

Status bar: the status bar shows information about TalkByText's state, as well as other useful information. The status bar can be turned on and off via the Status bar option under the View menu.

The available menu options and buttons can change depending on what functions of TalkByText are activated and what plug-ins (if any) have been installed. For instance, if a plug-in that sends SMS text messages is installed, a Send SMS button will appear on the button bar and extra options will be added to the main menu and some context menus.

4. Making calls

You can make calls to other people by either selecting them in one of the address books (if available in your organisation), or by typing in their TalkByText Internet address or phone number (for textphone and voice phone calls).

To call someone in an address book

To make a call to someone in one of the address books, just select the corresponding address book folder from the folder tree. The list of all contacts in the address book appear in the folder display area. Some address books also show presence. Presence is a coloured indicator that tells you whether or not someone is online and able to take calls (green), online but in autorespond mode (yellow) or offline (red). Select a contact, then click the Call Contact button. A new conversation window will appear. Once the other person has accepted the call, the window will show the Call Connected status message. Both parties can now go ahead and type. When you have finished, click the End Call button. You can then close the window, or use the Save or Print buttons to save this conversation or print it out.

To call someone who is not in your Contacts List

To make a call to people who are not in an address book, you need to know either

  • their TalkByText Internet address, or
  • their phone number.

TalkByText Internet addresses look like 123456@talkbytext.net or someone@rnid.org.uk. Please note that these addresses are not email addresses.

If you are calling a telephone or textphone number instead, you should always type the phone number in the full national or international form, such as
020 7296 8001 or
+44 20 7296 8001

To add a new contact to your personal contacts list, click on the Personal Contacts folder and select New... After entering the contact details, click on OK to save them.

If you want to make a text call to someone who is not in your contact list, click on the Text Call button on the button bar. Alternatively from the main menu select File, then New, then Text Call. Enter the phone number or the destination Internet address. A conversation window will open. Once the other person has accepted the call, the window will show the Call Connected status message. Both parties can now go ahead and type. When you have finished, click the End Call button. You can then close the window, or use the Save or Print buttons to save this conversation or print it out.

If your call to a telephone number is answered by a hearing person

As with any other textphone, you can of course also call a voice phone number via Text Relay. The method is no different from making a text call. Click on the Text Call button and type the phone number of your destination. In the UK, the TextDirect 18001 prefix will automatically be added before the phone number. If the call is answered in voice, a Text Relay operator is automatically brought into the call to relay the conversation from text to voice and vice versa. You can also add voice phone numbers to the list of Textphone Numbers in your contact lists. Because the call is routed over TextDirect, a relay operator will be brought into the call as and when needed. From the perspective of TalkByText, relay calls to voice phones are just text calls.

5. Receiving calls

Other people in your organisation can call you via your organisation's central address book. People outside your organisation using TalkByText can call you by using your TalkByText Internet address. This address appears in the first panel of your program's status bar. Voice users or textphone users on traditional telephone networks can call you by dialling your organisations TalkByText phone number. Your IT department will tell you what this number is.

When someone calls you, a new conversation window will appear and (depending on your settings) different forms of alerting will occur, such as an audible alert, flashing button on the taskbar or message at the tray icon. At the top of the window, it will be shown who the call is from. You can choose either to accept or to reject the call by pressing the corresponding button. Once you accept, the message Call Connected will appear and you can start typing.

Using auto-respond

Sometimes you might not be able or willing to accept calls, for example when you are away from your computer. In those circumstances, you can use TalkByText's autorespond function. This is similar to using voicemail. When autorespond is on, incoming calls are automatically answered and a recorded text message is sent to the caller. If they wish, your caller can leave you a typed message before they hang up. Any such messages will be saved in your Received Messages folder. When you return to your computer, a message above the TalkByText tray icon will show the number of calls, if you have missed any.

On the button bar of the TalkByText window is a button that switches autorespond on and off. Clicking this button swaps between the two states. When TalkByText starts up, autorespond is always off. If you have a PC with Windows XP or above, then autorespond will by default automatically turned on when you lock your computer. When TalkByText was first run, the setup wizard asked you to enter your own recorded message. You can of course always change the message. To change your recorded message, click on the down arrow of the autorepond button and select Edit autoanswer text.