Difference between revisions of "Fax Integration"
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[[Category:Attachment]][[Category:Email]] | [[Category:Attachment]][[Category:Email]] | ||
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;"> | <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> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td> | ||
| + | </tr> | ||
| + | <tr> | ||
| + | <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> | ||
| + | </tr> | ||
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | <tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;"> | ||
<td>Related Pages</td> | <td>Related Pages</td> | ||
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<li>[[Batch Send]]</li> | <li>[[Batch Send]]</li> | ||
<li>[[Email]]</li> | <li>[[Email]]</li> | ||
| − | <li>[[ | + | <li>[[Memowriter]]</li> |
</ul> | </ul> | ||
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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- | + | [[File:Batchsend-faxoremail.png]] |
===Method 1: Fax Printer=== | ===Method 1: Fax Printer=== | ||
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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]]. | 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]]. | ||
| − | [[File:Batchsend-email- | + | [[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 [[ | + | 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:Fax-batchsendfax.png]] | |
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| − | See [[Batch_Send# | + | [[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
 Newton User Guide: Correspondence |
 Required Software Version: Spring 2017 |
 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.
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.
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.
The fax action within batch send can include a fax cover page with the document package.
See: Batch Send - Create fax package for more information.
