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OUTREACH|IT Manual

Navigation: Schemas > Send fax

Create workflow

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First you enter the Subject for the fax. Then you choose a fax template from the list. In case you want to create a new one click on the fax accounts 14 symbol. You can find explanations for that in the chapter Reports.

 

You are able to delete templates by going on the fax accounts 15 symbol, copy them with the fax accounts 17 symbol or edit templates with the fax accounts 16 symbol.

 

Then you add the first fax to the workflow by clicking on the email versenden 16 symbol.

 

​For the next fax you enter another subject and choose a report. Now you have to state the time since the last fax, for example two hours. You add the fax with the email versenden 16 symbol again. If you want to remove an element from the workflow click on email versenden 15. The following window appears:

 

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Click on Yes. The element was deleted successfully.

 

You have the possibility to change the order of the elements by using the arrow buttons email versenden 19email versenden 18.

 

In order to test the workflow click on the test fax symbol:

 

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Once you are done, click on Next. You will now get to the Advanced Settings.