Conduit Office / Brightree My Forms Fax Permissions

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MyForms How to Set Permissions on your E-Fax Fax permissions are set by your company’s administrator

Transcript of Conduit Office / Brightree My Forms Fax Permissions

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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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