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Configuring Fax Approval
Fax Approval provides the supervisor with an easy to use mechanism for imposing approval requirements prior to processing a Send Fax request and for appointing approval authorities. Approval requirements are based on telephone access: local, long distance or international phone numbers. Approvers are designated by their level of access privileges.
FaxPress has enhanced the approval mechanism to allow users to submit a fax, view the rasterized fax image, and then decide if they approve of the appearance and content before sending the fax. Fax Approval allows you to stipulate outgoing fax approval criteria for each FaxPress user.
To implement Fax Approval, follow these steps:
| 1. | Define user approval requirements |
| 2. | Select Approvers. |
| 3. | Approve Faxes |
To define user approval requirements:
| 1. | Login to FaxPress with supervisor privileges. |
| 2. | Expand the Approval folder under Administration (Supervisor). |
| 3. | Double click on the Users Need Approval folder to display the list of all available users in the right panel, then right click on any user and select Required approval for >. |
| 4. | Select one of the following options to impose approval requirements: |
| ■ | All: All faxes local, long distance and international sent by users with this approval requirement must be approved prior to transmittal. |
| ■ | Long Distance: All long distance and international faxes sent by these users must be approved prior to transmittal. |
| ■ | International: Only international faxes sent by these users must be approved prior to transmittal. |
| ■ | No Approval: No approval is required prior to transmittal. |
FaxPress approvers must have either Supervisor or Operator privileges.
To assign Fax Approvers, follow these steps:
| 1. | Login to FaxPress with supervisor privileges. |
| 2. | Expand the Approval folder under Administration (Supervisor). |
| 3. | Right click on the Approvers folder and select Assign Approvers. |
| 4. | The new screen Approvers is displayed. The left panel displays all the available users with Supervisor and Operator privileges. |
Select any or all of these users by double click them or highlighting one or more and click the Add>> or Add All>> button.
When the FaxPress user sends a fax that requires approval, FaxPress will place a hold on the fax until it is approved by an authorized approver. The user will be noied prior to sending the fax that the fax will require approval prior to transmittal.
To approve faxes:
| 1. | Login to FaxPress with supervisor or operator privileges. |
| 2. | Expand your Mailbox and select the Outgoing Faxes Queue. All the faxes currently in the queue will be listed in the right panel. The faxes with a clip board and check mark icon are awaiting approval. |
| 3. | Right-click on the fax awaiting aapproval and select Approve and Yes. The fax will be sent and the icon will be changed from awaiting approval to sent. To reject the fax, right-click on the fax and select Approve and No. The status of in the originator’s Outgoing Fax Queue will show Not Approved. |
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FaxPress WebHelp
Last Updated: 9/12/2007
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