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From version < 15.5
edited by Cameron Marx
on 2023/07/28 02:26
To version < 15.1 >
edited by Cameron Marx
on 2023/07/27 16:19
Change comment: Deleted image "HUDchatgroups.png"

Summary

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Title
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1 -Templates
1 +Cover
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2 2  (((
3 3  (% class="container" %)
4 4  (((
5 -= Fax Templates =
5 += Cover =
6 6  
7 -Create a fax template that can be used as an outbound fax sent through the portal.
7 +Create a cover page that can be added to any outbound fax sent through the portal.
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 +== Cover Template Variable ==
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.
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.
21 -
22 -== Template Variables ==
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
25 -
26 26  * ~{~{CONTACT_NAME}} ~/~/ contact name as defined in the contacts section
27 27  * ~{~{CONTACT_COMPANY}} ~/~/ contact company name as defined in the contacts section
28 28  * ~{~{CONTACT_PHONE_NUMBER}} ~/~/ contact phone number as defined in the contacts section
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30 30  * ~{~{TO}} ~/~/ destination fax number
31 31  * ~{~{COMPANY_NAME}} ~/~/ account company name
32 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.
24 +Once you have created and saved a cover template, you can choose to use this on faxes sent through the portal. Select "Use predefined cover page" on the Send A New Fax page Cover section.
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//
34 +[[image:vFaxCover.png||alt="image1.jpg"]]
35 +//Figure 1: Cover template//
45 45  
46 -[[image:vFaxTemplatesReceived.png||alt="image2.jpg"]]
47 -//Figure 2: Fax received with contact info populated//
37 +[[image:vFaxCoverReceived.png||alt="image2.jpg"]]
38 +//Figure 2: Cover page received with contact info populated//
48 48  )))
49 49  )))
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