Internet Faxing

 

Overview: Today, fewer and fewr businesses have POT’s (plain old telephone) lines. This becomes a problem faxing documents to customers. Internet faxing is the solution when there are no POT’s in the building or near a server. Sign up for a MetroFax.com account and start faxing directly from your Point of Rental software.

 

Go to Program Menu -> Configurations -> Reports and Notifications

 

 

Choose System Email Setup

 

 

Select Internet Fax from the down-down and click edit

 

 

Email Method --

You will select Use SMTP for email.

 

SMTP Settings --

Email Address -- Valid email account.

Email Password -- Actual password to log into the above email address.

Email Domain -- Typically blank/ special use only.

SMTP Server, SMTP Port, SSL -- Get this information from your email provider.

**Reply to Address- this is the email address that was used when signing up with MetroFax.

Display Name -- Name the recipient sees on fax.

Blind Carbon Copy -- Insert an email address here to receive a copy of the fax that is sent to the customer.

 

 

User Profiles

Next you will have to change the method of faxing in the users profiles to Internet Fax for each user.

Program Menu -> Security -> User Profiles

 

 

To select each user profile, click on the name.

 

 

Click Other Printing and change FAX to Internet Fax Service.

 

Send a Fax using MetroFax

 

After finishing a contract simply select fax instead of print.

 

 

Choose Fax, you will be able to select a Fax Cover Page from the drop down Menu and select Print.

 

 

Note: If a fax number is on file for the customer, it will automatically populate. If not enter in the correct fax number.

Preview PDF – Preview the PDF that is being sent to the customer..