How to Route Faxes and Create Custom Filenames in RightFax

Automatically routing faxes saves organizations time and money while greatly increasing the speed of day-to-day processes. If you have specific users on your RightFax server who want their faxes to be sent to a specific folder or other location, RightFax can meet their needs.

Routing Faxes to a Specified Location

Inbound Faxes can be routed to specified locations (e.g. a folder on a desktop or shared server) by simply designating the file path within Enterprise Fax Manager. To route faxes to a specific location, follow these steps:

1. Open Enterprise Fax Manager and select “Users.”
2. Right click on the user that you want to configure the network routing for. Select “Edit.”
3. When the “User Edit” Window appears, navigate to the “Routing” tab.
4. Set the “Routing Type” to “Network Delivery.”
5. In the “Routing Info” box, enter the pathway to the folder or location where you want incoming faxes to be sent.

You can also learn how to route faxes to Google Drive, DropBox and Microsoft OneDrive here. Once completed, all incoming faxes will now be routed to these locations.

Creating Custom Filename Formats in RightFax

RightFax 16.6 allows RightFax administrators to route faxes to a network share. This is known as Routing Filename Format, and it can be accomplished by following these easy steps:

1. Follow steps 1-4 outlined above.
2. Select your desired “File Format.”
3. In “Routing Filename Format,” enter your macros as defined in “Routing Info” to designate the filename format.

You can see a video tutorial explaining more about the process here.

Why This is an Enhancement

In previous versions of RightFax, when faxes were routed to a specific location, a new subfolder was created with the file within the folder. Using Routing Filename Format in RightFax 16.4, admins can set custom filenames when routing faxes to a specific location. The files will be routed directly to the designated pathway, but no subfolder will be created. This means that users will not have to navigate into individual subfolders to find files that have been routed to them. It’s a simplified and more central location that can be easily accessed.

Looking for more tips on how to use and manage RightFax? Head on over to RightFax University to view tutorials, webinars and much more.

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