Internet Faxing

 

Overview: Today, fewer and fewer 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 Metro Fax.

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 user’s 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 Metro Fax

 

• 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.