OneSourceFax Customer Guide

Transcription

1 OneSourceFax Customer Guide

2 General Information Billing: OneSourceFax Plan Features Monthly Charge OneSourceFax 150 Unlimited Faxes to Numbers in your Local Calling Area $ Nationwide Long Distance Outbound Fax Minutes Per Billing Month Additional Nationwide Long Distance Outbound Fax Minutes at 9 cents/minute Unlimited Inbound Fax Minutes International faxes billed at per minute rates by country OneSourceFax 450 Unlimited Faxes to Numbers in your Local Calling Area 450 Nationwide Long Distance Outbound Fax Minutes Per Billing Month Additional Nationwide Long Distance Outbound Fax Minutes at 9 cents/minute Unlimited Inbound Fax Minutes International faxes billed at per minute rates by country $24.95 FaxBridge is not a part of your service. Please ignore all references and settings for FaxBridge on your account. Do not use your browser Back or Forward buttons to change screens on your account. Use the icons and menu selections provided only. The billing Information in your OneSourceFax portal should be ignored. We will set up an account in our billing system for your service. Online access to this account is available and you can sign up after you receive your first bill.

3 Logging in to your OneSourceFax Account: 1. Open Internet Browser (Internet Explorer, Google Chrome) 2. Go to onesourcefax.1scom.net 3. Enter your Username and Password 4. Enter the answer to the Security Question

4 Dashboard Screen The Dashboard screen displays when you access your account. It provides general information about your account, account activity and recent faxes sent and received. You can set this screen to automatically refresh every 5, 10 or 15 minutes using the drop down at the upper right.

5 Viewing Your Faxes (SEARCH SCREEN) The search screen displays when you: Click the SEARCH icon on the Dashboard Screen Click SEARCH on the menu bar from any screen All of your faxes are listed when you access the search screen. You can change the faxes displayed by selecting criteria at the top of the screen and clicking the arrow (red box) at the far right: Selecting Incoming, outgoing, failed, successes etc. from the first dropdown Display only faxes before a specific date or date & time by selecting the date and/or time from the dropdown and clicking on the red arrow box on the far right Display only faxes with a type that you have assigned by selecting the type from the dropdown (see how to assign a type to a fax on page ) Display only faxes in a folder that you have created by selecting the folder from the dropdown (see how to create a folder and move a fax to it on page )

6 SEARCH SCREEN (Continued) Click the plus (+) in the red box to display additional search options: Display faxes for a specific Tenant on your account by selecting from the 1 st box (drop down) on the second row Display faxes for a specific User on your account by selecting the small list box just to the right of the 2 nd box on the second row and double clicking on a user in the dialog box. Display faxes for a specific Fax Number on your account by selecting a Fax Number from the 3 rd box (drop down) on the second row. Double click on any row to see the fax on the VIEW screen. ACTION ICONS at the right of each row allow you to download, print, forward, delete or view additional information about a fax CLICK THE REFRESH ICON AT THE FAR RIGHT OF THE 2 ND ROW TO RESET THE SEARCH CRITERIA BACK TO THE DEFAULT SETTINGS (CLICK THE ARROW BOX ABOVE TO REFRESH THE SCREEN)

7 VIEW SCREEN Displays the content and details of any fax including the cover page. This screen will be filled out when you select a fax from the search screen for viewing.

8 SEND A FAX FAX NUMBER: Enter the number send the fax to you can also click on the small list box next to the entry to select a fax number that you have previously used. DELIVER TO: Enter the name of the party that the fax is for. SENT FROM: Defaults to your User Name (can be changed) FAX SUBJECT: Enter a short subject COVER PAGE: Update if you do not want a cover page on your fax SCHEDULE: Select to send your fax immediately or as long as 90 days later Click NEXT to go to Screen 2. Attachments and browse your computer or network drive to select document to attach. Click NEXT to go to Screen 3. Preview to see the pages that will be sent. Click NEXT to go to screen 4. Send to send your fax. You can select a predefined type or folder and also add notes about the fax. You can also select up to 5 additional or fax recipients.

9 UPDATE YOUR SETTINGS 1. PRIMARY enter an address that can be notified for faxes sent or received NOTIFY ON SEND Notify the PRIMARY when a fax is sent by choosing All, Success or Failure in the first drop down. Use the second drop down to include the fax document sent as an attachment NOTIFY ON RECEIVE Notify the PRIMARY when a fax is received by choosing All, Success or Failure in the first drop down. Use the second drop down to include the fax document sent as an attachment. 2. CALLER ID Defaults to your primary fax telephone number. 3. PRIMARY SMS enter a phone number that can be notified by text message for faxes sent or received. Formats will vary by provider. Examples: Format for AT&T is @txt.att.net Format for Verizon is @vtext.com Format for T-Mobile is @tmomail.net Format for Sprint is @messaging.sprintpcs.com NOTIFY ON SEND SMS Notify the PRIMARY SMS when a fax is sent from this User by choosing All, Success or Failure in the first drop down. NOTIFY ON RECEIVE SMS Notify the PRIMARY SMS when a fax is received by this User by choosing All, Success or Failure in the first drop down.

10 UPDATE YOUR SETTINGS (CONT.) 4. AREA CODE Defaults to the area code for the telephone number designated for the user 5. FAXBRIDGE RECEIVE DEVICE, FAXBRIDGE SEND BEHAVIOR, FAXBRIDGE RECEIVE DELIVERY are not used 6. ATTACHMENT FORMAT leave as PDF 7. ACCOUNT CODE Not used. 8. COVER PAGE Always use the information provided to create a fax cover page 9. PRIMARY FAX NUMBER Defaults to the Fax Number that you assigned

11 ADD TYPES AND FOLDERS Create Types and Folders to categorize and group your faxes. To add a Type, click in the box at the bottom ( Add a new type ) and click on the plus (+) to add. To add a Folder, click in the box at the bottom ( Add a new folder ) and click on the plus (+) to add. You can also delete a Type or Folder by selecting it from the list above (highlighted) and click the minus (-) at the bottom.

12 CHANGE YOUR PASSWORD

13 ADD NOTIFICATIONS enter an address that will be notified for faxes sent or received NOTIFY ON SEND Notify this when a fax is sent by choosing All, Success or Failure in the first drop down. Use the second drop down to include the fax document sent as an attachment NOTIFY ON RECEIVE Notify this when a fax is received by choosing All, Success or Failure in the first drop down. Use the second drop down to include the fax document sent as an attachment. SMS enter a phone number that will be notified by text message for faxes sent or received. Formats will vary by provider. Examples: Format for AT&T is @txt.att.net Format for Verizon is @vtext.com Format for T-Mobile is @tmomail.net Format for Sprint is @messaging.sprintpcs.com NOTIFY ON SEND SMS Notify the PRIMARY SMS when a fax is sent from this User by choosing All, Success or Failure in the first drop down. NOTIFY ON RECEIVE SMS Notify the PRIMARY SMS when a fax is received by this User by choosing All, Success or Failure in the first drop down.

14 PASSWORD RECOVERY

15 PASSWORD RECOVERY (CONT.)