Information Systems:SRFax (desktop faxing) Administration

This is a technical guide. For user guides (e.g. how to send faxes), consult the Fax category.

Overview

uniPHARM uses a hosted fax service, SRFax, to send and receive fax documents such as recall notices to and from our business partners. This replaced Xerox/device-based faxing.

How it works

Users fax PDFs (or other supported documents) from the desktop as they would print something. A fax printer driver (downloadable from SRFax) is (or should be) installed on each computer, and printing from Windows applications should summon a pop-up where you configure cover pages, enter destination numbers etc., and finally, send the fax.

Administration

Account Details

Website (administration/user portal)	https://www.srfax.com
Login credentials	admin@unipharm.com / NewVisionIT2051
Subscription Details	$16.95 per month Health Care Plan 800 pages included $0.03/page overage 6 additional inbound/outbound numbers at $4.95/month each

SRFax Accounts

If you really want a full understanding of the SRFax setup, make the effort to understand this section. The way the accounts are setup is a little complicated but achieves the best outcome (with regards to user ease-of-use and convenience of administration).

Account Name [Account #]	Account type (Main/Sub)	Actual account type (Inbound/Outbound)	Purpose	Fax number	Username/login	Mapped aliases	Notes	Header text
Administration Account (Master account) [92531]	Main	Inbound/Outbound	For receiving inbound faxes to main fax number, and is the route through which all outbound faxes are sent	604-276-8478	admin@unipharm.com	norwinu, darrenf, jeremym	Example	Example
Outbound Fax - Company Main	Sub	Outbound only	Outbound faxes	604-276-8478 (routes through Main account)	fax@unipharm.com, or aliased users	Most staff members, with their usernames in AD format (e.g. norwinu)	Example
Outbound Fax - Purchasing Dept.	Sub	Outbound only	Outbound faxes	604-276-8478 (routes through Main account)	purchasing@unipharm.com, or aliased users	Example	Example	Example
Inbound Fax - Receiving	Sub	Inbound/Outbound	Receiving faxes destined for Receiving department copier (reccopier)	604-276-5283	faxreceiving@unipharm.com	example
Inbound Fax - Returns	Sub	Inbound/Outbound	Receiving faxes destined for Returns department copier (rtncopier)	604-276-5283	faxreturns@unipharm.com	Example
Inbound Fax - Elaho	Sub	Inbound/Outbound	Receiving faxes destined for 2nd-floor copier (elaho)	604-270-9728	faxelaho@unipharm.com	Example
Inbound Fax - Stein	Sub	Inbound/Outbound	Receiving faxes destined for 1st-floor copier (stein)	604-270-8537	faxstein@unipharm.com	Example
Angela Chan	Sub	Inbound/Outbound	Single-user account for sending/receiving inbound/outbound faxes	angelac@unipharm.com	Example	Example
Ron Gracan	Sub	Inbound/Outbound	Single-user account for sending/receiving inbound/outbound faxes	604-276-5283	rong@unipharm.com	Example	Example

The primary justification for the level of complexity in the way the users were set up came from the desire to keep the inbound fax "experience" the same as when uniPHARM used traditional Xerox/device-based faxing. Each Xerox 
had a phone number and thus represented a distinct inbound route. Each Xerox was also a distinct outbound route, yet this was not important (i.e. origin of the fax was not important; the cover page always indicated the return 
fax number). There is also the fact that faxing is an infrequently used (and outdated) means of communication, so it was not ideal to set users up as full-featured sub-accounts, as that would've incurred unnecessary  
administration burden. Lastly, it was sensible to have a group like Purchasing to have a group-local address book. Thus to translate all these requirements to hosted/internet faxing, users were set up as shown above.

Main takeaways:

• There are 2 types of "users" - user accounts and aliases. User accounts are listed in the table above and most are symbolic (with the exception of Ron and Angela's). Staff members are not users accounts, but are aliases, aliased to one of the symbolic "Outbound" users.
• The concept of users only really comes into play in outbound faxing. Inbound faxing occurs through pre-defined routes, with phone numbers mapped to email addresses, which in turn are mapped to printers. The exceptions are Ron and Angela.
• Logging into the admin/main account lets you see everything across the sub-accounts, but some settings may require you to "admin-log-in" to the sub-account (similar to Barracuda administration, where you can enter into each user's account from the admin account).

Automatic Email Manager

Automatic Email Manager is a piece of software that checks emails and auto-processes (print or file) any contained attachments. It is an important part of the fax workflow as it prints inbound fax documents automatically to their designated printers (determined by destination email address, which in turn, is mapped to a specific inbound phone number).

Because inbound faxes are Automatic Email Manager is installed on superserver.