传真 - UCP

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James.zhu讨论 | 贡献2015年10月30日 (五) 08:07的版本

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Fax-UCP 用户使用指南


User Control Panel Fax Options

UCP 用户侧传真配置支持用户通过UCP发送和接收传真。注意, 只有商业版本才能接收传真,标准版本只能发送传真。具体配置权限,参考用户管理模块。

通过用户浏览器,登录[http://yourpbxdomain/ucp

登录后会看到UCP标签,点击Fax标签访问传真设置。

fax-menu.png

从这里用户可以看到所有保存的接收传真和发生的传真。

fax-ucp.png

Folders

Faxes 文件夹分成几个子文件夹:

Inbox

没有查看的传真。

inbox.png

Archived

没有查看,还没有删除的传真。

new-fax.png

Outgoing

需要发送的传真。此页面显示当前的发送状态。页面发送消息会实时自动更新。

outgoing.png

    • 如果看到页面显示"In Progress",说明系统正在处理发送:

fax-in-progress.png

    • 如果看到"OK" ,则说明发送成功:

sent.png

    • 如果发生报错,系统同样会显示错误信息。

''''Sent

传真成功发送。

sent-menu-item.png sent-fax-list.png

Failed

传真发送失败。

failed-menu-item.png originate-failed.png

Fax Data

每个传真的相关数据:

  • Date: 传真接收或者发送的日期时间,以YYYY-MM-DD为格式。
  • From: 发送传真的用户号码。
  • To: 接收用户的号码。
  • Status: Asterisk 报告的传真状态。
  • Pages: 传真页数。
  • Controls: 命令控制包括查看,下载,前转,删除传真。

Controls (Buttons)

Throughout UCP, buttons allow you to view and manage saved faxes. In the InboxArchivedOutgoingSent, and Failed folders, you'll find some or all of these buttons: 

  • pdf-symbol.pngView PDF in Browser: Displays the PDF file of the fax document in your browser, if your browser is configured to view PDFs.
  • download.png;Download: Downloads the PDF file of the fax to your computer.
  • download.pngForward: Lets you send the fax to another recipient - either an outside number or an internal extension.

forward-fax.png

  • trash-symbol.pngDelete: Delete the saved fax from the system.

How To Send a Fax in UCP

Create one or more PDF or TIFF files on your computer. Multiple pages and/or multiple documents are acceptable.

After you've clicked Fax in the main menu in UCP, click the Send New Fax button.

send-fax-fm-ucp.png

Basic options include Destination, whether to use a Coversheet, and the Document(s). (If you enable the coversheet, additional options will appear.)

send-fax-form.png

Destination

Enter the fax number of the recipient.

Coversheet

This is Off by default. Click the switch to toggle the on/off setting.

If the switch is set to On, additional fields appear:

coversheet-on.png

The information you enter will appear on the cover sheet.

  • Recipient Name: The name of the person you are sending the fax to.
  • Message: A short message to include in the cover sheet.
  • My Name: The sender's name is pulled from User Management settings, but you can override it here.
  • My Telephone: The sender's phone number is pulled from the User Management settings, but you can override it here.
  • My Email: The sender's e-mail address is pulled from the User Management settings, but you can override it here.

Document(s)

Documents must be in PDF or TIFF format.

A single fax can contain one or more documents. There are two ways to upload documents to be included in your fax:

  • Click the Upload Document button to select a file from your computer,
  • OR drag and drop files from your computer to the Drag New Documents Here area.

The uploaded file(s) will appear in a list:

filelist.png

  • To view a file, click thehttp://wiki.freepbx.org/download/attachments/23036371/pdf-symbol.png  button.
  • To remove a file from the list, click the trash-symbol.png  button.

Send

When ready to send the fax, click the Send button.

send-button.png

You'll be reminded that you can check the Outgoing section if you would like to see status updates in UCP.

instructions-to-check-outgoing.png

When a fax has been sent successfully, it will be moved to the Sent folder. If it fails to send and all retry attempts have been exhausted, it will be moved to the Failed folder.

How to Receive a Fax in UCP

Inbox Folder

Receiving a fax in UCP is easy - just check your Inbox! You don't need to be logged into UCP at the time a fax is received. In UCP, after clicking Fax in the main menu, click the Inbox menu item to view the inbox.

Remember, the user's fax settings in the User Management module must be set to Store Locally: Yes in order to receive faxes in UCP. Otherwise, the fax will only be sent to e-mail.

If you're logged into UCP and have allowed your web browser to display notifications, you'll see a pop-up notification when a new fax arrives.

fax-notify-chrome.png

For instructions on enabling/disabling notifications in your web browser, please see your specific browser's instructions. Typically, your web browser will ask you about whether to enable notifications the first time you log into the User Control Panel.

Fax Settings in UCP

Users can manage their fax settings directly from UCP.

To do this, log into UCP, click Fax in the primary navigation menu, and then click Settings in the secondary menu.

settings-fax-ucp.png

Fax Settings update automatically as new information is entered. There is no "Save" button.

fax-settings-list-in-ucp.png

''''Fax Email

The e-mail address to send inbound faxes to when this user receives a fax

Attachment Format

PDF/TIFF/both: Which file format(s) to use when e-mailing an inbound fax to this user.

Store Locally

  • Yes: Store the fax locally after e-mailing it to the user, so that the fax can be viewed in UCP.
  • No: Delete the fax after e-mailing it to the user. The fax will not be accessible in UCP.

Outgoing Station ID

The fax number that will be displayed at the top of each outbound fax.

Outgoing Header

Text, such as a company name, that will be displayed at the top of each outbound fax page.

Coversheet Name

The name of the person who is sending the fax. This will be displayed in the "From" section of the cover sheet.

Coversheet Telephone

The voice telephone number of the person who is sending the fax. This will be displayed in the "From" section of the cover sheet.

Coversheet Email

The e-mail address of the person who is sending the fax. This will be displayed in the "From" section of the cover sheet.

Email Results

This setting controls whether to e-mail the results of an outbound fax to a sender, so that the sender can be alerted of the status.

  • Never: Never e-mail the results.
  • Always: Always e-mail the results.
  • On Success: Only e-mail the results when the outbound fax is successful.
  • On Failure: Only e-mail the results when the outbound fax fails.
  • Use Global: Use the setting that is defined globally in the Fax Configuration module of the PBX administration GUI.

Retries

''''0/1/2/3/Use Global Setting: How many times to try and resend a failed fax (none, 1, 2, or 3). Select Use Global to use the global setting from the Fax Configuration module of the PBX administration GUI.