Local profiles are created using the Profile option on the Genifax Send Form. When the profile is saved, the options set on the Profile option are stored in a message item in an Outlook folder called Fax Profile, located under the Omtool Profiles folder, both of which are created automatically the first time the Send Form is opened. The message item stored in the Fax Profile folder is the local profile.
You can create local profiles for users and forward the profile message item to users, who can then save it into the Fax Profile folder in Outlook on their systems. Alternatively, you can send lists of cover pages, billing codes, access codes, and other settings to users, who can then create their own local profiles.
To create a local profile for Outlook user
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Start Outlook.
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Click Tools > Forms > Choose Form.
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Select Upland AccuRoute Send Form and click Open.
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Click Profile on the Message or Options tabs. The Profile tab appears and is active.
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Under Default Cover Page Options section, add the cover page templates you want to make available in this profile.
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Under Default Billing Options section, add billing codes and PBX access codes, if required by your company.
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Under Default Delivery Options section, choose the default settings for the Genifax delivery options.
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Under Default Notification Options section, specify the notification settings for this local profile.
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Click Save Profile to save all changes to your local profile folder.
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Close the Upland Upland AccuRoute Send Form without saving the message.
See also
Distributing Outlook Local Profiles
Storing Outlook Local Profiles
Adding or Deleting Outlook Local Profile Options