Fax System Options

To configure the default fax system options:

  1. Open Service Monitor and go to the Output Service Configuration screen (doc-link Output Manager Service > Management > Service Configuration).
  2. Click on the Fax default delivery method button.
  3. The Fax Settings dialog window opens.

For delivery method-specific configuration for Fax, please refer to the Delivery Methods section.
General

The General dialog screen is where you set the fax server used by Output Manager to send faxes. If not using a fax output method to route documents do not change any of the default settings.

Fax Server

Fax Server - use this drop down list to select the fax application Output Manager will use to send faxes. The following fields will enable depending on the fax application selected. If no fields enable, then none are required for entry.

Server Name - enter the fax server name exactly as it is displayed in the title bar when you open the fax client application. Name is case sensitive.

Login Id - login doc-link will use to send faxes.

For NetsatisFAXtion, you can use the default 'Supervisor' login created at installation, or if another login is used, make sure this user is part of the NetsatisFAXtion 'Supervisor' group.

Password - enter the password associated with the login ID entered above.

Missed Tasks

Specify what Output Manager should do if a fax missed its scheduled delivery time for some reason.

  1. Select Send immediately if the fax should be sent as soon as Output Manager determines that it has missed its scheduled delivery time.
  2. Select Send at next scheduled interval if Output Manager should re-schedule the fax delivery based on the configuration of the output method.
  3. Select Cancel and mark as failed if Output Manager should not attempt to send the fax.
Schedule

Each output method uses a system default schedule if a custom schedule is not defined for a recipient output method. To configure the default schedule, select the recurrence pattern from the options provided. The options are Immediately, Daily, Weekly, or Monthly. The controls on the tab will change based on the option selected. Click here for detailed instructions on scheduling output methods.

When the System Default Schedule for fax is modified, all recipient output methods that have been configured to use the fax default schedule will automatically be updated to use the new default schedule.

The schedule assigned to each delivery method is listed on the main service configuration screen

Cover Sheet

If you would like to send a cover sheet for the fax, select the Include cover sheet check box. This will enable the configuration of the cover sheet content.

  1. Enter a Subject that should appear on the cover sheet header. You can use cover sheet data tokens to selectively display indexed property values for the document being routed.
  2. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  3. Send As – select either Text or Html as the output format of the message body.
  4. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
  5. The Preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template

Email System Options

File Copy, FTP, and Print System Options