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How do I become an IDS Call FAX2EMAIL Agent?
To be an agent is a simple process.
An agreement is signed, once approved you get access to an admin area via a login.
Clients are created in the Admin area under Companies & departments, this can be used for a single or large amounts of numbers in an organisation. |
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Can I have a corporate account where I can manage my own FAX to Email numbers?
This is completely possible, we offer you a login facility where we set up the account structure. The members are added onto a speadsheet as indicated below and uploaded into your account by your account adminstrator.
Once uploaded you can manage your account. As your members/employees leave so email address can be changed to match the new members position so your clients do need to update fax numbers.
A FAX destined to a specific email address can be copied to 3 other locations for client excelence or if the member/s is absent. This can be changed at any time online by the inhouse FAX2EMAIL account administrator.
Contact us for more information. |
Spreadsheet format click here (maximum of 50 uploads per spreadsheet) |
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| The information below is to indicate how bulk uploads work, these are duplicated in the admin.area. |
Please take careful note of the following instructions:
1. Any fax user must have a valid customer account. Please locate the correct account code by clicking on "Service Maintenance" then "Organisation" on the menu bar, to find the correct account code in the 1st column of the displayed list.
If the associated company does not exist, create it first.
2. Prepare a CSV file (comma separated text) containing the following data:
Your Header Row - i.e. the first row of data must include: "Account","UserName","eMailAddress","AttachmentType","ReferredBy"
(AttachmentType can be either TIFF or PDF.)
Data: Create a separate row for each of the fax users with data conforming to the header row.
If you are using Microsoft Excel, your file should look something like this:
3. After saving the file, select the appropriate file by clicking on the "Browse" button below.
Important: The file must be saved as a file type CSV otherwise your upload will not work!
4. Click on "Upload File" to complete the process.
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