Difference between revisions of "Fax Integration"

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<li>[[Batch Send]]</li>
 
<li>[[Batch Send]]</li>
 
<li>[[Email]]</li>
 
<li>[[Email]]</li>
<li>[[Memo Writer]]</li>
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<li>[[Memowriter]]</li>
 
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[[File:Batchsend-email-efax.png]]
 
[[File:Batchsend-email-efax.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 [[Memo Writer|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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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]].
  
 
[[File:Batchsend-topmenu.png]]
 
[[File:Batchsend-topmenu.png]]

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
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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.