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This training module covers the use of "Contacts" and "Contact Groups" within the faxing system. You'll learn how to add and remove contacts from your recipient list when sending faxes, manage contact groups, and utilize the search function to find specific contacts. Additionally, understand the restrictions your administrator may have placed on your faxing capabilities. This self-paced module will ensure you efficient and effective communication through faxing by leveraging your contact directory.
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Module 5 Using Contacts
“Contacts” and “Contact Groups” are people or organizations you frequently fax. • Your Administrator must create them and make them available to you. • The only time you access them is when you send a fax. • Let’s look at how that works.
Adding Contacts To Your Recipient List • To use Contacts when sending a fax, choose the “Advanced” option • Your available Contacts are shown in the Contact List • To add a Contact to the Recipient List, click the green “add” icon • The Contact will now be displayed in the Recipient List • To remove the Contact from the Recipient List, click the red “minus” icon
Understanding the Contact List • A green “add” icon indicates the Contact can be added to the Recipient List • This user does not have permission to fax to an international number • This is a Contact Group • The number of domestic Contacts in the Group are indicated by the blue icon • The number of international Contacts are indicated by the red icon • If the user does not have international permission, the Group can still be added but only the domestic Contacts will get the fax
Finding a Contact • Type any string in the search box… and click the search icon… • It searches through Contacts that belong to the container listed • You might need to choose a different container from the drop-down box • Your Administrator has restricted your access to only the containers listed • “All Contacts” refers to all the contacts in all the containers you have access to
That’s it. You have completed this self-paced module.