Upland AccuRoute supports two types of Notes profiles—local profiles and group profiles. You can use local profiles, group profiles, or a combination as necessary to suit the needs of your environment.
Local profiles can be created and maintained by individual users. Group profiles are managed by a person with administrative privilege. Both types of profiles enable you to create options available on the Fax Memo form such as the list of cover pages and the default settings for the form.
The Fax Memo form is a customized form that you can use to create and send fax messages from the Lotus Notes client. This form looks similar to the form you use to create email messages, except that it includes fax-specific options. The options available on the form depend on the Omtool features your company uses.
Configuring Notes user profiles
When configuring the local or the group profiles in Notes, you can provide a list of fax options from which users can choose when sending faxes. The fax options you can provide are:
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Cover pages
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PBX dial access codes
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Billing codes
Additionally, Notes user profiles define default settings for the options on the New Fax Memo form. For example, you can set the default for the fax preview option to always request fax preview. Users can change options from the default settings on a per-message basis.
Tip: If you use the Web Client, you can add the URL for the web site to local or group profiles, and users can access the web site from the New Fax Memo form.
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