The 'BASIC' method:Sending outbound faxes with the accounts' default cover page settings.
With this method, the 'To' Field in the cover page is populated by the system as noted, but you must specify this every time!
1) Only authorized email addresses can successfully send an email fax. Your email can include a pdf, or other, attachment. Many file formats are supported.
2) Your email subject heading becomes the fax 'subject', which is used in the cover page.
3) Your email body becomes the body text on the cover page. Any attachments will follow as additional pages, behind the cover letter.
4) IMPORTANT -- The TO: field MUST BE written in this format for it to appear on the cover page properly:
"To Name" <DEST_FAX_NUMBER@faxcloud.ca>
The example used in this test fax:
"FlexPBX Test Fax" <15197041583@faxcloud.ca>
5) The 'From' field on the cover page is populated with the 'from' information provided by the sender's email account.
6) Note for HTML email:
If you send a message in PLAIN TEXT then the body of the email will be placed into the body of the cover page.
If you send a message in HTML, the body of the email will be reproduced on a separate page and will be treated as an attachment.
Lastly, if you send a message in PLAIN TEXT and in HTML then the HTML portion will be ignored - and the email will be considered as PLAIN TEXT.
Using this 'basic' method resulted in the below fax (only the 'to' portion of the cover page is presented here):
Here is how you can enable and view the new 'User Portal'.
1 - Login to the FlexPBX portal at https://portal.flexpbx.ca, using your regular credentials. (Please contact us at support@dagi.ca if you have not received your credentials.)
2 - Once you are logged in, if you aren't automatically viewing the 'Apps' page, please navigate to that page by clicking on the 'Apps' Icon:
3 - Look for the 'App Exchange' button, and click it:
4 - Then, click on 'All apps', and enable the apps you'd like to use by selecting the app and turning it 'on'. In this case, we are wanting to enable the 'User Portal' - so click on that. A green checkmark will appear, signifying that the User Portal is enabled.
5 - Then, to use the app, go back to the main 'Apps' page, and click on 'User Portal' to open it. You can click-and-drag any app icon over to the 'Default App' box in order to set that app as the one that will be active when you first log in. Unless you are an 'admin' of the account, you will most likely only have the 'User Portal' available for use.
Follow these steps to record your auto attendant for the first time:
1) Dial the number (Extension or Telephone Number) provided to you by a DAGI team member.
2) When you reach the audio greeting and are prompted, enter the PIN provided to you by the DAGI Team.
Follow the prompts to record the greeting. Here is a sample script for you to use:
"Thank you for calling [Insert Company name here]
If you know your party's extension, you can dial it at any time.
To reach [Insert name] press 1
To reach [Insert name] press 2
To reach [Insert name] press 3
.....
For all other inquires please stay on the line, or press 0 to speak with reception. Thank you."
Press any key when you've completed your recording and listen to the prompts
To Save the greeting press 1
To Listen to the greeting press 2
To rerecord the greeting press 3
Once you are satisfied with your recording, you can hang up, and call the number again to verify the recording is satisfactory.
If you have any questions, do not hesitate to contact us.
DAGI
support@dagi.ca
611 or 888-704-5055
Follow these steps to record over your original auto attendant:
1) Dial the number (Extension or Telephone Number) provided to you by a DAGI team member.
2) When you reach the audio greeting, immediately enter the PIN provided to you by the DAGI Team.
Follow the prompts to record the greeting. Here is a sample script for you to use:
"Thank you for calling [Insert Company name here]
If you know your party's extension, you can dial it at any time.
To reach [Insert name] press 1
To reach [Insert name] press 2
To reach [Insert name] press 3
.....
For all other inquires please stay on the line, or press 0 to speak with reception. Thank you."
Press any key when you've completed your recording and listen to the prompts
To Save the greeting press 1
To Listen to the greeting press 2
To rerecord the greeting press 3
Once you are satisfied with your recording, you can hang up, and call the number again to verify the recording is satisfactory.
If you have any questions, do not hesitate to contact us.
DAGI
support@dagi.ca
611 or 888-704-5055
Follow these steps to record your auto attendant for the first time:
1) Dial the number (Extension or Telephone Number) provided to you by a DAGI team member.
2) When you reach the audio greeting and are prompted, enter the PIN provided to you by the DAGI Team.
Follow the prompts to record the greeting. Here is a sample script for you to use:
"Thank you for calling [Insert Company name here]
If you know your party's extension, you can dial it at any time.
To reach [Insert name] press 1
To reach [Insert name] press 2
To reach [Insert name] press 3
.....
For all other inquires please stay on the line, or press 0 to speak with reception. Thank you."
Press any key when you've completed your recording and listen to the prompts
To Save the greeting press 1
To Listen to the greeting press 2
To rerecord the greeting press 3
Once you are satisfied with your recording, you can hang up, and call the number again to verify the recording is satisfactory.
If you have any questions, do not hesitate to contact us.
DAGI
support@dagi.ca
611 or 888-704-5055
Follow these steps to record over your original auto attendant:
1) Dial the number (Extension or Telephone Number) provided to you by a DAGI team member.
2) When you reach the audio greeting, immediately enter the PIN provided to you by the DAGI Team.
Follow the prompts to record the greeting. Here is a sample script for you to use:
"Thank you for calling [Insert Company name here]
If you know your party's extension, you can dial it at any time.
To reach [Insert name] press 1
To reach [Insert name] press 2
To reach [Insert name] press 3
.....
For all other inquires please stay on the line, or press 0 to speak with reception. Thank you."
Press any key when you've completed your recording and listen to the prompts
To Save the greeting press 1
To Listen to the greeting press 2
To rerecord the greeting press 3
Once you are satisfied with your recording, you can hang up, and call the number again to verify the recording is satisfactory.
If you have any questions, do not hesitate to contact us.
DAGI
support@dagi.ca
611 or 888-704-5055
To avoid the end caller from obtaining your personal cell phone number, home phone number, etc, you can take advantage of the DISA feature. If you are not signed up for this, please contact us for details on how you can enable this for your account.
If you already have it set up, please follow the steps below:
1) Dial the DID (Phone number) given to you specifically for DISA.
2) Enter your personal PIN assigned to your account followed by the "#" key. Ext. 1234#
(You can obtain this by calling DAGI (611 or 888-704-5055) and speaking with our friendly staff.)
3) Once you hear a dial tone, you can enter the phone number you wish to call.
We advise that you test this by calling a number you can use to verify the proper caller ID.You may, at times, want to make a phone call from your personal cell phone, or other landline device for a company/business call, and do not want the end caller to know that you are calling from this particular device.
DAGI
611 or 888-704-5055
Follow the video below to learn the basics of scanning to e-mail using your Brother ADS-1500W Wireless Scanner.
There are two types of transfer methods. Consultative and Blind Transfer.
A CONSULTATIVE Transfer allows you to put the inbound caller on hold while you call the intended end users extension. Once you have made contact with the intended end user (or their voicemail) you can speak with the end user and discuss the next action, which is to patch the call through to the end user, or not.
To patch the inbound caller through to the intended end user, simply press the "transfer" soft key or hang up your phone.
The transfer has been completed.
If the intended end user does NOT want to accept the call, they will end the call by hanging up the phone or pressing their "end call" soft key.
This will put the inbound caller on hold on your phone. At this point you can resume the call by pressing the "Resume" soft key, and let the inbound caller know the intended user is not available, or you can transfer the inbound caller using the "Transfer" soft key to another extension, or the intended callers voicemail.
A BLIND transfer, transfers the inbound caller away from your phone to the new extension you have entered immediately, thus completing the transfer.
You can select the type of transfer you would like to perform by using the transfer soft key to toggle between the two types, as shown below.
By default, the transfer type is set to "Consultative". By pressing the soft key again you can toggle through them.
To change the default transfer type, follow the steps below:
1) Press the "Home" button key, and navigate to the "Settings" App and press the "OK" key.
2) Make sure "Basic" is highlighted, and press the "Select" soft key button.
3) Make sure "Preferences" is highlighted, and press the "Select" soft key button.
4) Use the directional pad to navigate to "Default Transfer Type" and press the "Select" soft key button.
5) Use the directional pad to toggle between the Transfer Types and Press "Select: soft key button.
6) Once completed, press the "Home" key TWICE to return to the main menu.
Please do not hesitate to give us a call if you have any questions.
DAGI
611 or 888-704-5055
You can select the type of transfer you would like to perform by using the transfer soft key to toggle between the two types, as shown below.
By default, the transfer type is set to "Consultative". By pressing the soft key again you can toggle through them.
To change the default transfer type, follow the steps below:
1) Press the "Home" button key, and navigate to the "Settings" App and press the "OK" key.
2) Make sure "Basic" is highlighted, and press the "Select" soft key button.
3) Make sure "Preferences" is highlighted, and press the "Select" soft key button.
4) Use the directional pad to navigate to "Default Transfer Type" and press the "Select" soft key button.
5) Use the directional pad to toggle between the Transfer Types and Press "Select: soft key button.
6) Once completed, press the "Home" key TWICE to return to the main menu.
Please do not hesitate to give us a call if you have any questions.
DAGI
611 or 888-704-5055
There are two types of transfer methods. Consultative and Blind Transfer.
A CONSULTATIVE Transfer allows you to put the inbound caller on hold while you call the intended end users extension. Once you have made contact with the intended end user (or their voicemail) you can speak with the end user and discuss the next action, which is to patch the call through to the end user, or not.
To patch the inbound caller through to the intended end user, simply press the "transfer" soft key or hang up your phone.
The transfer has been completed.
If the intended end user does NOT want to accept the call, they will end the call by hanging up the phone or pressing their "end call" soft key.
This will put the inbound caller on hold on your phone. At this point you can resume the call by pressing the "Resume" soft key, and let the inbound caller know the intended user is not available, or you can transfer the inbound caller using the "Transfer" soft key to another extension, or the intended callers voicemail.
A BLIND transfer, transfers the inbound caller away from your phone to the new extension you have entered immediately, thus completing the transfer.
You can select the type of transfer you would like to perform by using the transfer soft key to toggle between the two types, as shown below.
By default, the transfer type is set to "Consultative". By pressing the soft key again you can toggle through them.
To change the default transfer type, follow the steps below:
1) Press the "Home" button key, and navigate to the "Settings" App and press the "OK" key.
2) Make sure "Basic" is highlighted, and press the "Select" soft key button.
3) Make sure "Preferences" is highlighted, and press the "Select" soft key button.
4) Use the directional pad to navigate to "Default Transfer Type" and press the "Select" soft key button.
5) Use the directional pad to toggle between the Transfer Types and Press "Select: soft key button.
6) Once completed, press the "Home" key TWICE to return to the main menu.
Please do not hesitate to give us a call if you have any questions.
DAGI
611 or 888-704-5055
You can select the type of transfer you would like to perform by using the transfer soft key to toggle between the two types, as shown below.
By default, the transfer type is set to "Consultative". By pressing the soft key again you can toggle through them.
To change the default transfer type, follow the steps below:
1) Press the "Home" button key, and navigate to the "Settings" App and press the "OK" key.
2) Make sure "Basic" is highlighted, and press the "Select" soft key button.
3) Make sure "Preferences" is highlighted, and press the "Select" soft key button.
4) Use the directional pad to navigate to "Default Transfer Type" and press the "Select" soft key button.
5) Use the directional pad to toggle between the Transfer Types and Press "Select: soft key button.
6) Once completed, press the "Home" key TWICE to return to the main menu.
Please do not hesitate to give us a call if you have any questions.
DAGI
611 or 888-704-5055
