Conduit Office / Brightree My Forms Fax Permissions
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Transcript of Conduit Office / Brightree My Forms Fax Permissions
MyForms How to Set Permissions
on your E-Fax• Fax permissions are set by your company’s administrator
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.
MyForms
Documents created
Paperless Transmission
Paperless Receipt
QA Review
Automatic Filing
You can start to set up your Fax permissions by first selecting the
Admin tab.
From there select the Fax Numbers tab
Edit• Clicking Edit to the left of the fax
line will open the fax information
Permit Access• Selecting this
checkbox will give access to the user listed to the left.
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.
Notifications• Selecting
this checkbox will send notifications to the notification section of the user’s home page.
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.
Set as Default Selecting this
checkbox will make the above
referenced fax number this user’s default fax number
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.
• You will receive confirmation that Permissions have been set
Brightree MyForms