RightFax Web Access
Quick reference guide to getting started
Contents
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RightFax Web Access ...................................................................................................... 1
Contents .......................................................................................................................... 2
Creating and Sending Documents .............................................................................. 3
Create a New Fax ..................................................................................................... 3
Send a Email in Web Access ................................................................................... 5
Add a Cover Sheet ................................................................................................... 7
Attach Library Documents ....................................................................................... 8
Attach Other Documents ....................................................................................... 11
Add an Form Overlay ............................................................................................. 13
Assign Billing Codes............................................................................................... 15
Adding Entries to Your Phonebook ........................................................................... 16
Create an Individual Phonebook Entry .................................................................. 16
Create a Distribution List ....................................................................................... 18
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Creating and Sending Documents
Create a New Fax
RightFax Web Access can be used to create new faxes with a variety of attachments
types and destination options.
1. Click the New button in the Web Access toolbar. This opens the Document Info
– Webpage Dialog box.
2. To add one or more recipients, click the To button.
3. Enter a Name and Fax number for the recipient of the fax. Click Add and the
information will appear in the Recipient section. To add additional recipients ,
enter the next recipient’s Name and Fax number and click Add. .
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4. Enter cover sheet notes, if desired, and click Send to send the fax.
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Send a Email in Web Access
RightFax Web Access will also allow sending faxes as emails. With email, the entire
fax will be sent as an attachment.
1. Click the New button in the Web Access toolbar. This opens the Document Info
- Webpage Dialog box.
2. Click the To… button to open the Document Recipients window. Then click the
drop down and choose Email.
3. Enter the Name and Email address of the recipient. Click Add and the information
will appear in the Recipient section. To add additional recipients, enter the next
recipient’s Name and Email address and click Add.
4. After adding the email recipient(s), click Close to return to the Document Info
window.
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5. Enter text for the email subject and body, add any attachments (see Attach
Library Documents and Attached Other Documents sections), and click Send.
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Add a Cover Sheet
Cover sheets are optional for every fax sent from RightFax. The cover sheet can
contain notes intended for the recipient.
1. In the Document Info – Webpage Dialog box, click the More document options
button in the toolbar.
2. Under the Sending options, select the cover sheet you want to use from the
Cover Sheet drop-down list, or select "None" to send the document with no cover
sheet and the click the OK button.
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Attach Library Documents
Library Documents are frequently used documents that can be added to faxes. Your
administrator can add these to the Attachments tab in the Library Documents
section.
1. In the Document Info – Webpage Dialog box, click the Attachments button.
2. In the Add Attachment dialog box, click the Library Documents tab.
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3. Enter a library document ID or description and click Find to list matching library
documents, or leave the search criteria blank and click Find to list all library
documents.
4. Select one or more library documents in the search results list.
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5. Click the Add button and close the window.
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Attach Other Documents
RightFax will allow many kinds of documents to be added to a fax.
Tip: It is important to remember that the attachment will be converted to a fax image
so do not try to attach documents that you would not normally print.
1. In the Document Info – Webpage Dialog box, click the Attachments button.
2. In the Add Attachment dialog box, click the File Attachments tab.
3. Click the Browse button to the right of the Attachment 1 field.
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4. Browse for the document you would like to attach.
5. Click the Upload button and close the window when finished.
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Add an Form Overlay
RightFax allows you to add an image to your fax that is layered over the top of the
rest of information on the fax. Form Overlays can be customized to add elements to a
fax such as company letterhead, invoice templates, or watermarks.
1. In the Document Info – Webpage Dialog box, click the More document options
button in the toolbar.
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2. Under the Sending options, select the overlay you want to use from the Form
Overlay drop-down list, or select "None" to send the document with no overlay
form.
3. Click the OK button to return to the Document Info – Webpage Dialog box.
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Assign Billing Codes
Billing codes allow an administrator to identify the sender, the recipient or the
content of the fax for reporting purposes.
1. In the Document Info – Webpage Dialog box, type the billing codes into the
Account and Matter fields, or click the Lookup button.
2. In the Billing Code Lookup dialog box, enter billing code digits or a description
and click Lookup to list matching billing codes, or leave the search criteria blank
and click Lookup to list all billing codes.
3. Select the billing codes you want in the Results list and click OK.
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Adding Entries to Your Phonebook
RightFax Web Access lets you create a personal phonebook of fax contacts. You can
add both individual entries and group entries that let you easily send one document
to multiple recipients.
Create an Individual Phonebook Entry
It is possible to easily add multiple recipients to one fax by using the RightFax
Phonebook.
1. In the RightFax Web Access mailbox select
left-hand pane.
2. Click the
Contacts in the folder tree in the
New button on the Web Access toolbar.
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3. In the Edit Contact dialog box, enter the contact's name, fax number, and other
contact information in the fields provided.
4. Click the OK button.
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Create a Distribution List
RightFax Web Access will allow you to easily send faxes to multiple recipients through
the use of Distribution Lists.
1. Click the down-arrow to the right of the
List.
New button and choose Distribution
2. Enter a List ID and a List Name in the Edit Distribution List dialog window. Then
click Add to add contacts to the new list.
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3. In the Phonebook Lookup window, search for the desired contacts, highlight
them, and click the Add to Recipients button.
4. When finished, close the Phonebook Lookup window and click OK.