Information Systems:How to fax documents (desktop faxing) - Revision history

Norwinu: /* Instructions for sending a fax */

2018-05-23T23:04:56Z

Instructions for sending a fax

Norwinu: /* Logging in to the web portal */

2018-05-16T22:38:03Z

Logging in to the web portal

Norwinu: /* Other How-tos */

2018-05-16T22:35:53Z

Other How-tos

Norwinu: /* Logging in to the web portal */

2018-05-08T16:41:11Z

Logging in to the web portal

Norwinu at 20:32, 3 May 2018

2018-05-03T20:32:22Z

Norwinu: /* Delivery notifications for sent faxes */

2018-05-03T20:20:28Z

Delivery notifications for sent faxes

Norwinu at 20:19, 3 May 2018

2018-05-03T20:19:45Z

Norwinu at 20:07, 3 May 2018

2018-05-03T20:07:49Z

Norwinu at 20:07, 3 May 2018

2018-05-03T20:07:37Z

Norwinu: /* Instructions for faxing recall notices */

2018-05-03T20:04:55Z

Instructions for faxing recall notices

@@ Line 10: / Line 10: @@
 * Select SRFax as the printer. [[File:srfax-guide1.jpg|border|200px|none|SRFax "printer"]]
 * Click Print to bring up the following window. [[File:srfax-guide2.jpg|border|200px|none|Fax wizard.]]
-* Enter the destination fax number(s), or click Address Book to insert pre-defined contacts.
+* Enter the destination fax number(s), or click Address Book to insert pre-defined contacts. '''''IMPORTANT: Currently, there is a limitation of 50 numbers per fax job. Use multiple fax jobs to send to shareholders or to more than 50 numbers. The address book groups have been split into groups of 50 to help accommodate this limitation.'''''
 * If expecting a fax-back, ensure that the document contains a fax-back number (e.g. product recall notices). If not, Click '''Add Cover Sheet''', specifying the fax-back number in the '''Comments''' box. [[File:srfax-guide3.jpg|border|200px|none|Adding a cover sheet.]]
 * (Optional) Click '''Preview''' to preview the fax.

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 |-
 | Credentials ||rowspan="3"|
 * Windows/green-screen username and password (most staff) '''OR'''
 * Full name in the following format: 'John Doe' and green-screen password (select staff) '''OR'''

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 ==Other How-tos==
 ===Delivery notifications for sent faxes===
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 # No cover sheet is required. Preview and Send the fax.
 # Check your email for the delivery notification/report. To retry a fax, this process can be repeated for the failed numbers. Alternatively, log on to the web portal (see next section) to resend the fax there. '''Important: ''' When resending a fax to failed recipients, ensure that you do not send to the entire group again.
 ===Editing address books===

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 |-
 | Credentials ||rowspan="3"|
-* Windows/green-screen username and password (most staff)
+* Windows/green-screen username and password (most staff) '''OR'''
-* Full name in the following format: 'John Doe' and green-screen password (select staff)
+* Full name in the following format: 'John Doe' and green-screen password (select staff) '''OR'''
 * Email address/green-screen password (select staff)
 |}

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 Faxing documents is done at your desktop computer. The process is simliar to printing a document; when doing a File -> Print from within any application, an SRFax printer will appear in the list of printers, and will bring up a wizard for preparing and sending the fax.
  This assumes that the fax you want to send is a digital document or file (.pdf, .docx (Word) etc. Image files are also supported.). If sending a paper document, refer to the instructions below to [[#Scanning paper documents to be faxed|scan them first]].
 * Open the document to be faxed.
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 * (Optional) Click '''Preview''' to preview the fax.
 * Click '''Send''' to send the fax.
 ===Delivery notifications for sent faxes===

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 ===Delivery notifications for sent faxes===
-Delivery notifications will be sent to your email. Please contact I.T. if this is not working as expected.
+Delivery notifications for successful and failed transmissions will be sent to your email. Please contact I.T. if this is not working as expected.
 ===Scanning paper documents to be faxed===

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 * Email address/green-screen password (select staff)
 |}
 [[Category: Fax]]

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 ==Overview==
-uniPHARM now uses a service called SRFax to send and receive faxes. Sending faxes using the Xerox copiers will soon be disabled (outbound faxing). Inbound faxes to the various fax numbers at uniPHARM, however, will continue to ''print'' on their respective Xerox machines.
+uniPHARM now uses a service called SRFax to send and receive faxes. Sending faxes using the Xerox copiers will soon be disabled (outbound faxing). Inbound faxes to the various fax numbers at uniPHARM, however, will continue to ''print'' on their respective Xerox machines (e.g. recall fax-back confirmations will print on the upstairs Xerox).
 Faxing documents is done at your desktop computer. The process is simliar to printing a document; when doing a File -> Print from within any application, an SRFax printer will appear in the list of printers, and will bring up a wizard for preparing and sending the fax.
-==Instructions for sending a fax==
+===Instructions for sending a fax===
  This assumes that the fax you want to send is a digital document or file (.pdf, .docx (Word) etc. Image files are also supported.). If sending a paper document, refer to the instructions below to [[#Scanning paper documents to be faxed|scan them first]].
 * Open the document to be faxed.
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 * Click '''Send''' to send the fax.
-==Delivery notifications for sent faxes==
+===Delivery notifications for sent faxes===
 ==Scanning paper documents to be faxed==
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 # Proceed to [[#Instructions for sending a fax|sending the fax on your desktop]].
-==Instructions for faxing recall notices==
+===Instructions for faxing recall notices===
  Since recall notices constitute the majority of fax usage, specific instructions to send this type of document are outlined here.
@@ Line 38: / Line 40: @@
 # Check your email for the delivery notification/report. To retry a fax, this process can be repeated for the failed numbers. Alternatively, log on to the web portal (see next section) to resend the fax there. '''Important: ''' When resending a fax to failed recipients, ensure that you do not send to the entire group again.
-==Logging in to the web portal==
+===Logging in to the web portal===
 To edit address books or to check on the status of faxes, users may log in to the web portal. Faxes can also be sent using the web portal (tech-savvy/power users are free to do it this way).

@@ Line 33: / Line 33: @@
 # Click File -> Print.
 # Review that the print settings match the screenshot below:
-[[File:srfax-guide4.jpg|border|none|400px]]
+::[[File:srfax-guide4.jpg|border|none|400px]]
 # Click Print and proceed with the fax wizard. Add the 'Shareholders' group to the list of fax recipients by using the address book ('''Add Entire Group'''). Add additional numbers manually if necessary.
 # No cover sheet is required. Preview and Send the fax.