Summary

• Page properties (3 modified, 0 added, 0 removed)
• Attachments (0 modified, 3 added, 4 removed)
  • vFaxCover.png
  • vFaxCoverReceived.png
  • vFaxTemplatesPopulated.png
  • vFaxTemplatesReceived.png
  • HUDchat1to1.png
  • HUDchatgroups.png
  • comments.svg

Details

Page properties

Title

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1		-Templates
	1	+Chat Tab

Parent

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1		-Main.Customer Portal Tutorials.vFax.WebHome
	1	+Main.Customer Portal Tutorials.HUD.WebHome

Content

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2	2	(((
3	3	(% class="container" %)
4	4	(((
5		-= Fax Templates =
	5	+= Chat Tab [[image:comments.svg||alt="address-book.svg" height="40" width="45"]] =
6	6
7		-Create a fax template that can be used as an outbound fax sent through the portal.
	7	+From the chat tab in the HUD you can instant message your coworkers either 1-to-1 or in groups.
8	8	)))
9	9	)))
10	10
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12	12	(((
13	13	(% class="col-xs-12 col-sm-8" %)
14	14	(((
15		-(% class="wikigeneratedid" %)
16		-== Fax Templates ==
	15	+== 1-to-1 Chat ==
17	17
18		-The Fax Templates Page Designer can be used to create a custom fax that is able to be saved and applied to faxes as you send them in the "Send a New Fax" page. This fax page will be transmitted to the receipt or recipients of your outgoing faxes along with another files you attach.
	17	+Instant message other users in your organization.  Send text, images, emojis, files, and voice recordings.
19	19
20		-You can utilize the user friendly designer to format and edit the text and layout of your fax template. Through the designer, you have standard editing functions such as adjusting font, sizing, alignment and layout, as well as extended functionality such as the ability to insert images, tables into your cover page.
	19	+== Group Chat ==
21	21
22		-== Template Variables ==
	21	+Create a group chat and instant message with multiple users at once.  Manage group name, members, and icon from the Channels list in the Contacts Roster.
23	23
24		-You can include variables in your template which allow you to populate the page with info pulled from contacts, should you select one as a recipient
	23	+== Search ==
25	25
26		-* ~{~{CONTACT_NAME}} ~/~/ contact name as defined in the contacts section
27		-* ~{~{CONTACT_COMPANY}} ~/~/ contact company name as defined in the contacts section
28		-* ~{~{CONTACT_PHONE_NUMBER}} ~/~/ contact phone number as defined in the contacts section
29		-* ~{~{FROM_FAX_NUMBER}} ~/~/ source fax number from where fax is being sent
30		-* ~{~{TO}} ~/~/ destination fax number
31		-* ~{~{COMPANY_NAME}} ~/~/ account company name
32		-
33		-Once you have created and saved a fax template, you can choose to use this for faxes sent through the portal. Select "+Template" on the Send A New Fax page Attach file to fax section.
	25	+1-to-1 and Group Chat is searchable.  Find all messages containing your keywords with ease.
34	34	)))
35	35
36	36
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40	40	{{toc/}}
41	41	{{/box}}
42	42
43		-[[image:vFaxTemplatesPopulated.png||alt="image1.jpg"]]
44		-//Figure 1: Fax template//
	35	+[[image:HUDchat1to1.png||alt="image1.jpg"]]
	36	+//Figure 1: HUD with Chat Tab Open//
45	45
46		-[[image:vFaxTemplatesReceived.png||alt="image2.jpg"]]
47		-//Figure 2: Fax received with contact info populated//
	38	+[[image:HUDchatgroups.png||alt="image2.jpg"]]
	39	+//Figure 2: A new group chat is created//
48	48	)))
49	49	)))

vFaxCover.png

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