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Introduction

This document provides instructions for configuring the Customer E-mail and or Fax Information for the Work in Process Fax Back Report.

Procedure

From the Optifacts main menu:

Type Select Option 7 - Tray Track and press enterEnter.

Type Select Option 12 - Tray Track Configuration and press enterEnter.

Type Select Option 4 - Automatic Fax Editor and press enterEnter. (You will need the correct permissions to access this screen.)

The Lab General Information screen displays.

• Type Q for Press “Q” to query.
• Search for the Customer info by entering some search criteria.
• Press escape Escape to show the results.

If the entry does not exist:

• Type A Press “A” to add a new record.
• Enter all the applicable data pressing enter Enter past each field.
  • Account Code = Account Number
  • E-Mail = E-mail address of the report recipient
  • Fax Number = Fax Number of the account to send the fax to
  • Send To = A contact name of the fax recipient can be entered here
  • Sent From = Your lab name will be on the fax, but it you can also be entered enter it here
  • Subject/Message = Free form field – use for any subject or message to display on the fax
  • Mailed Days = Enter the number of days of mailed out jobs to display on the fax
• Press Escape to save the data.

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• Press’ D” for detail, and you will able to can view the second screen. 

The Account information displays on the screenis displayed.

• Type A Press “A” to add a new record.
• Type in Enter the time that to send the fax is to be sent in 24-hour format. (Enter 0 if no fax should be sent“0” to not send fax)

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• Press escape Escape to save the data.
• Type Press "E" to exit the screen.

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