- To set different "Clients/Guests'" Preferences, expand the "Client/Guest"
Maintenance folder, expand the desired "Client/Guest" Group
folder, expand the Miscellaneous folder and click on
Preference.
- After clicking Preference, this will bring out all available
"Clients/Guests". If there are more than ten (10) available "Clients/Guests",
an extended search engine will appear.
Click here
for details on using the search engine. Select the desired "Client/Guest".
- After selecting the desired "Client/Guest", select the desired
Document Group.
- After selecting the Document Group, this will bring out the "Client/Guest's"
Statement of Account Preference information page. A sample of Client's
Statement of Account Preference is shown below.
- Setting "Client/Guest's" Preference allows you to send documents through Postal, Fax or
E-Mail. You can relay notification through Mobile Devices or Telephones.
To be able to send documents and notifications through Fax Machines, E-Mail Addresses,
Mobile Devices or Telephones, these information should be available. If these are not
available, the preference default setting is through Postal.
So if you want documents be sent through these media, you need to create information on
Telephone Numbers,
Fax Numbers,
E-Mail Addresses and
Mobile Devices for
different "Clients/Guests". Click the appropriate links for details.
- To set the preferences, click the desired
Checkbox
where you want documents to be sent.
- You can also set the size of the Image to be sent through E-Mail by clicking the
dropdown selection.
Note: The default setting is Normal.
Make sure that the E-mail checkbox is checked to be able to set
this option.
- The size of the Image to be sent through Mobile Device with M.M.S. capability can also
be set. To do so, click the dropdown list and select the desired size.
Note: The default setting is Normal.
Make sure that the Multi-Media Service checkbox is checked to be able
to set this option.
- When satisfied, click Save button to update the new preference settings.
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