conduit office / brightree my forms fax permissions
TRANSCRIPT
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MyForms How to Set Permissions
on your E-Fax• Fax permissions are set by your company’s administrator
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MyForms is here to help you at anytime. Select the support button located in the upper right
corner, select a Category and add your comments and Submit. You will receive a
response to your question and or suggestion.
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MyForms
Documents created
Paperless Transmission
Paperless Receipt
QA Review
Automatic Filing
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You can start to set up your Fax permissions by first selecting the
Admin tab.
From there select the Fax Numbers tab
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Edit• Clicking Edit to the left of the fax
line will open the fax information
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Permit Access• Selecting this
checkbox will give access to the user listed to the left.
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Email Alert • Selecting this
checkbox will send email alerts to their company email address, letting them know that the above referenced fax number has new messages.
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Notifications• Selecting
this checkbox will send notifications to the notification section of the user’s home page.
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Permit Access - Outbound
• Selecting this checkbox will give access to the user listed to the left.
• This is how you can set up groups of users, sharing a fax line.
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Set as Default Selecting this
checkbox will make the above
referenced fax number this user’s default fax number
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Set Permissions• Click the Set
Permissions button in the bottom right to complete, or Cancel in the bottom left if you don’t want to save the permissions.
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• You will receive confirmation that Permissions have been set
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Brightree MyForms