Difference between revisions of "Fax Integration"

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[[Category:Attachment]][[Category:Email]]
 
[[Category:Attachment]][[Category:Email]]
 
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Correspondence]] Newton User Guide: [[Newton User Guide#Correspondence|Correspondence]]</td>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Fax_Integration&oldid=5049 Click Here]</td>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
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     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<li>[[Attachments]]</li>
 
<li>[[Attachments]]</li>
 
<li>[[Batch Send]]</li>
 
<li>[[Batch Send]]</li>
<li>[[Email Integration]]</li>
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<li>[[Email]]</li>
<li>[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]</li>
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<li>[[Memowriter]]</li>
 
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Newton by Agency Systems can send faxes using an [[#Method 1: Fax Printer|existing fax printer]], or through email if the agency uses an [[#Method 2: E-Fax|e-fax service such as Metrofax, or Myfax]].
 
Newton by Agency Systems can send faxes using an [[#Method 1: Fax Printer|existing fax printer]], or through email if the agency uses an [[#Method 2: E-Fax|e-fax service such as Metrofax, or Myfax]].
  
[[File:Batchsend-emailorfax.png]]
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[[File:Batchsend-faxoremail.png]]
  
 
===Method 1: Fax Printer===
 
===Method 1: Fax Printer===
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:Email Address = 9798463370@metrofax.com
 
:Email Address = 9798463370@metrofax.com
  
The e-fax address can be entered into Newton as a “Fax contact”, either on the [[Client_Tab#Contacts|client]] or company.  Sending a document using an e-fax service would simply require [[Email_Integration#Selecting_an_Email_Recipient|selecting the existing fax contact, or entering in the number on the compose email window]].  
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The e-fax address can be entered into Newton as a “Fax contact”, either on the [[Client_Tab#Contacts|client]] or company.  Sending a document using an e-fax service would simply require [[Email|selecting the existing fax contact, or entering in the number on the compose email window]].  
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[[File:Batchsend-email-efax.png]]
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[[File:Batchsend-email-compose.png]]
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[[File:Ic_info_black_24dp.png]] See: [[Email]] for more information.
  
 
===Batch Send===
 
===Batch Send===
 
Regardless of the method used to send the faxes, the faxable documents can be produced with a single feature within Newton called [[Batch Send]].  
 
Regardless of the method used to send the faxes, the faxable documents can be produced with a single feature within Newton called [[Batch Send]].  
  
Batch Send is a powerful feature that allows you to group [[:Category:Memo Writer|Memos]], [[:Category:Forms|ACORD Forms]], and other [[Attachments]] together. The selected items can be [[Batch_Send#Batch_Send_Actions|sent in batch to the printer, fax printer, output as a .PDF, published to MyInsuranceDashboard, or sent as an attachment in an email message]].
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Batch Send is a powerful feature that allows you to group [[Memowriter|Memos]], [[Forms]], and other [[Attachments]] together. The selected items can be [[Batch_Send#Batch_send_actions|sent in batch to the printer, fax printer, output as a .PDF, published to My Insurance Dashboard, or sent as an attachment in an email message]].
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[[File:Batchsend-topmenu.png]]
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The [[Batch_Send#Create_fax_package|fax action within batch send]] can [[Batch_Send#Create_fax_cover_page|include a fax cover page]] with the document package.
  
:[[File:Batchsend-topmenu.png]]
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[[File:Fax-batchsendfax.png]]
  
The [[Batch_Send#Create_Fax_Package|fax action within batch send]] can [[Batch_Send#Create_Fax_Cover_Page|include a fax cover page]] with the document package.
 
:[[File:Batchsend-fax.png]]
 
  
See [[Batch_Send#Create_Fax_Package|Batch Send]] for more information.
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[[File:Ic_info_black_24dp.png]]  See: [[Batch_Send#Create_fax_package|Batch Send - Create fax package]] for more information.

Latest revision as of 13:11, 25 May 2018

Ic description black 24dp.png Newton User Guide: Correspondence
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Newton by Agency Systems can send faxes using an existing fax printer, or through email if the agency uses an e-fax service such as Metrofax, or Myfax.

Batchsend-faxoremail.png

Method 1: Fax Printer

Many offices already have existing fax machines that are configured as printers on their workstations. When a document is sent to the fax printer, the installed third-party printing software prompts the user to enter the fax number. Using this method, any program can send printable items to the fax machine including Newton.

Method 2: E-Fax

E-fax services work by signing up for an account with a third-party provider, then emailing a document to the fax service including the recipient’s fax number. The fax service converts the attachment into a fax, and sends it on your behalf.

For Example
Client fax number = 979-846-3370
E-fax service = Metrofax
Email Address = 9798463370@metrofax.com

The e-fax address can be entered into Newton as a “Fax contact”, either on the client or company. Sending a document using an e-fax service would simply require selecting the existing fax contact, or entering in the number on the compose email window.

Batchsend-email-efax.png


Ic info black 24dp.png See: Email for more information.

Batch Send

Regardless of the method used to send the faxes, the faxable documents can be produced with a single feature within Newton called Batch Send.

Batch Send is a powerful feature that allows you to group Memos, Forms, and other Attachments together. The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to My Insurance Dashboard, or sent as an attachment in an email message.

Batchsend-topmenu.png


The fax action within batch send can include a fax cover page with the document package.

Fax-batchsendfax.png


Ic info black 24dp.png See: Batch Send - Create fax package for more information.