Company Fax Configuration

These settings determine the method of fax transmission and the fax address format for the company. The default fax address format is automatically set up as: [Fax:CompanyName@111-111-1111]. In WMS, faxes are sent to the e-mail outbox with the recipient formatted with a fax number instead of an e-mail address. If necessary, contact the fax software company directly to get more information about special requirements.

 

Purchase orders and schedule notifications are sent from WMS as attachments to fax transmissions. Depending on the fax software used, one format may render better than the other.

 

The E-mail to Fax Format field setting determines the format of the message contained in the body of the fax that is sent from WMS. Selecting the format of any text message contained in the body of the fax transmission will depend on the fax software being used. One format may render better than the other.

 

To establish fax transmission method and format:

  1. From the Setup menu, select Company.
    Or, click the  Company icon within the Setup toolbar.

  2. Click the Fax Options icon within the vertical list of icons on the left.



     

  3. Select the appropriate option.
     

 

  1. Some fax software packages require a prefix to be added to the format of the e-mail address that is accepting the fax. If the client's fax software requires special formatting above and beyond the standard formatting, enter the appropriate prefix in Fax Address Prefix field.

  2. Some fax software packages require a suffix to be added to the format of the e-mail address that is accepting the fax. If the client's fax software requires special formatting above and beyond the standard formatting, enter the appropriate suffix in the Fax Address Suffix field.

  3. The default setting is to include the supplier's name in the fax address. If the fax software package does allow the supplier's name in the fax address, click the Include Vendor Name checkbox and leave it blank to remove the name from the address.

  4. To format fax information to interface with VillageEDocs, click on Configure for VillageEDocs. All fax formatting automatically sets up to work with VillageEDocs.
     

    Note

    For more information about VillageEDocs, go to http://www.buildermt.com and log into the Support Center. Search for VillageEDocs in our Knowledge Base for the latest information.

 

  1. Click the Fax Attachment File Format drop-down menu.

  2. Click the format to use.

Note

If WMS is having problems sending faxes, set the format to PDF if RTF was the original choice. Changing to PDF has been known to resolve certain faxing issues.

 

  1. Click the E-mail to Fax Format drop-down menu.

  2. Click Plain Text or HTML. The default setting will be Plain Text.
     

  1. Click on Save to save any changes.

  2. Continue with setting up the reporting preferences for the company, or click the Close button to exit the screen.

 

 

 

 

Related Topics

Opening Companies

Editing Company Information

Creating a Division

Loading the Company Logo

Defining the Company Work Week and Calendar

Company Folder Settings

Company E-mail Settings

Supplier Document Delivery Mode