Using Vfax as an Admin

Using Vfax as an Admin

Video Overview: Navigating and Using the VFAX Portal (As an Admin)

This instructional video provides a comprehensive overview for administrators managing the VFAX portal, focusing on the additional controls and customization options available beyond standard user access. The video highlights the following key features and workflows:

  • Admin Login and Navigation:
    Demonstrates logging in as an admin and notes that the admin interface is very similar to the standard user view, with the ability to send faxes, manage cover pages, and access fax settings.
  • Internal vs. Caller ID Fax Numbers:
    Explains the distinction between the internal routing fax number and the actual caller ID fax number, which are found under “My Fax Settings.”
  • Enhanced Admin Controls:
    • Account Fax Settings: Shows how admins can access and configure overarching settings that apply to the entire VFAX portal.
    • Cover Pages:
      • Explains admin control over cover pages, including the ability to display or hide system cover pages from users.
      • Demonstrates how to require users to select a cover page for outgoing faxes.
      • Shows how admins can create and manage account-wide cover pages, making them available for all users.
      • Walks through creating a new cover page from scratch using the editor, including inserting dynamic tokens (such as date, time, sender/recipient name, and company) that are automatically filled for each fax.
      • Describes uploading or copying and pasting content (like letterhead) directly into the editor to customize the cover page’s appearance.
      • Demonstrates how to preview a cover page with sample data.
  • End-User Experience:
    Explains that newly created account cover pages will be available for all users when sending faxes through the VFAX portal, ensuring consistency and compliance.
  • Other Account Settings:
    Briefly covers the account fax settings section for company-wide configurations, noting that few options may need adjustment but they are available if needed.
  • Support:
    Encourages admins to contact support at support@ringfree.com for questions or further assistance.

This video is designed to help VFAX portal administrators understand and leverage the advanced features for managing fax settings, cover pages, and portal-wide configurations, ensuring a consistent and professional faxing experience across the organization.


 


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