Unrouted Faxes

Use this feature to route faxes to employees.

1. From the Home screen, do one of the following:
   

   • Click Procedures on the navigation panel.
   • Click Areas > Procedures on the menubar.
   • Click the down arrow next to Home on the options bar and select Procedures.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.

2. Click Document Management on the navigation panel or Areas > Document Management on the menubar.
3. Click Unrouted Faxes on the navigation panel.
4. Click the Employee, General, or Group radio button.
5. Choose the appropriate employee or group in the dropdown menu if applicable. Click Locate. Faxes associated with the selected entity display in the list.
6. The list displays up to 50 faxes per page. If more than 50 faxes are available, use the First Page, Previous Page, Next Page, and Last Page buttons to scroll through the pages, or select a page number from the dropdown menu.
   
   Click to highlight a fax. The fax displays in the Preview Pane. To view the entire fax in read-only mode, double click on it.

You can do the following from here:

1. • Attach the Fax

     1. Do one of the following:

        • Click Actions > Attach Fax on the options bar.
        • Click Actions > Attach Fax on the menubar.
     2. Select the account Type in the dropdown menu.
     3. Enter the account Code. To look the code up, click the lookup button , enter at least the first letter of the lookup code, and then click Locate or press [Enter]. Click the correct account in the list and click Finish or press [Enter].
     4. Opt to Attach to the Account, Activity, Claim, Line of Business, or Policy.
     5. Click the lookup button . A list of available items displays. Click on the correct item and click Finish or press [Enter].
     6. Click Finish or press [Enter] to complete the workflow.
        
        Click Cancel or press [Esc] to exit the workflow without routing the fax. You are prompted, "Do you wish to discard changes?" Click Yes.

   • Assign/Reassign the Fax

     1. Do one of the following:

        • Click Actions > Assign/Reassign Fax on the options bar.
        • Click Actions > Assign/Reassign Fax on the menubar.
     2. Select the appropriate employee and click Finish or press [Enter].
     3. Click Finish or press [Enter] to complete the workflow.
        
        Click Cancel or press [Esc] to exit the workflow without routing the fax. You are prompted, "Do you wish to discard changes?" Click Yes.