Upland InterFAX In

The Upland InterFAX In node actively monitors incoming and existing faxes from Upland’s InterFAX digital fax service. Faxes can be dynamically filtered by a variety of fields including Caller ID, Message Size, and more, to ensure that Dispatcher Stratus is collecting the content that needs to be processed within the workflow.

Important! You must have an available device license to save your Upland InterFAX In node configuration.

To open the Upland InterFAX In node’s configuration window, add a Collection node for Upland InterFAX to your workflow and double-click on it.

Configuring the Upland InterFAX In Node

The Upland InterFAX In node appears in the following illustration:

• Enabled - To enable this node in the current workflow, ensure the Enabled toggle is to the right. By default, nodes are enabled upon creation. If you disable the node, the workflow will ignore it. While the workflow will still validate, documents will not be output from this node and may be lost. Note that a disabled node does not check for logic or error conditions.

• Node Name - The node name defaults to this field. This name appears in the workflow below the node icon. Use this field to specify a meaningful name for the node that indicates its use in the workflow.

• Node Description - Enter an optional description for this node. A description can help you remember the purpose of the node in the workflow or distinguish nodes from each other. If the description is long, you can hover the mouse over the field to read its entire contents.

Buttons

• Help - To access Online Help, click this button.
• Cancel - To exit the window without saving any changes, click this button.
• Save - To preserve your node configuration and exit the window, click this button.

Connecting to Upland InterFAX

To connect to Upland InterFAX, do the following:

1. Enter the Username and Password for the InterFAX account.

2. Click Test Connection.

3. If successful, you will see a “Valid” message. If the login attempt was unsuccessful, you will see an “Invalid Username/Password” message.

   

Configuration

The Upland InterFAX In node has a number of configuration options.

Filter Type:

The Upland InterFAX In node supports using multiple filters together. Options include:

• Match any one filter criteria - Selecting this option will allow the node to collect any fax that matches at least one of the specified criteria. By default, this option is selected.

• Match all filter criteria - Selecting this option will limit the node to only collecting faxes that match all of the specified criteria.

Filter By

The Filters area provides additional means by which you can limit the faxes that the node processes, described below. Faxes collected into a Dispatcher Phoenix workflow with the Upland InterFAX In node can be filtered by the following fields: