Add a New Fax Account

Click on  to add a New Fax Account:

and insert the requested values:

• Name: the name of the Fax account
• Key: here you can define a short name (5 char maximum) for this Account that will be shown on the Agents interactions tabs
• Trunk: choose one of the trunks in the list (it must be created before)
• Local Station Identifier: Local station identification text string that identifies the sender to the remote side of the fax transmission
• List: the default List where the new Fax contacts will be saved in the Contacts Manager (see Lists), if it is not already there
• Description: insert here a description (optional)

At the end click on Add Fax Account.

Edit/Modify a Fax Account

On the FAX Accounts list click on  related to the one you want to edit/modify in order to:

• Edit the FAX Account
• Go to Interactions list for the Account (see here)
• Go to Realtime environment
• Add Agent to FAX Account (see here)
• Delete FAX Accounts

Editing a Fax Account you have a list of Sections:

Settings

General

In this section you can edit and change the values inserted when adding the Fax Account:

You can also add a customized Header Info for the outbound Fax.

Transfer

Toggle to enable/disable the Agent transfer to a queue or to another agent and set the specific timeout (the time in seconds the message will wait to be accepted before returning back as unread). 

Advanced

Advanced

In this section you can change the following values:

• ECM: Error Correction Mode (ECM) enable/disable option (default=enabled)
• Min Rate/Max Rate: Minimum/Maximum transfer rate used during fax rate negotiation (default minimum=2400 and maximum=14400)
• Modem: A comma separated list of one or more of the possible values (default value=V17,V27,V29)
• Gateway: enable/disable the server as gateway (default=no)
• Fax Detect: Enable Fax Detect with optional timeout in seconds (Default=no)
• T.38 Timeout: The timeout used for T.38 negotiation (minimum value=1000)
• Technology: Trunk Technology used for outgoing fax (Default=SIP)

Disposition

• Mandatory Disposition: enable it you want the Agent to be forced to dispose the interactions managed and set the Agent pause status to be automatically applied during this operation (default=NO). 

Dispositions

In this section, you can create, update or delete a disposition. A disposition is a label you can assign when you close a Fax interaction (optional) in order to characterize it:

You can Edit a Fax Disposition and change its name or delete it: click on and choose an option from the command menu.

Click on to Add a new Fax Disposition and insert the Disposition Name.

Actions

In this section you should define the Actions for the Fax account to be executed by adding applications, working rules and intervals:

Interactions

In this section you can find the list of the Fax interactions occurred . You can select one or a list of them and export in CSV format:

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Click on Image Removed in order to:

on the Account:

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You can use the filters at the top right of the screen to find specific interactions:

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Here you can:

• select one or more select one or more of the interactions in the list and export them in CSV format or delete them (click on the selection box and then on the button at the top right):

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• click on the three dots Image Added at the bottom right of the interaction and use one of the available commands:

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The displayed commands operate as follows:

• Spy the interaction and eventually insert a secret note in the interaction that the agent will be able to see 
• Download with/without attachments a zip file containing the interaction contents
• Delete the interaction

Add Agent to FAX Account

On the FAX Accounts list you can add Agents in two ways:

• select the FAX Account and click on , than choose the menu entry Add Agent to FAX Account:
  
• edit the Fax Account and than click on the add menu button:

and select the agents from the list:

If the agents are not added to the SMS Account, they will not be able to see the interactions exchanged in this account interactions list.