Upland InterFAX Connector

Use the Upland InterFAX node to distribute files via Upland’s web-based InterFAX system. Any documents routed through the Upland InterFAX Connector can be sent to a recipient specified by the node configuration window, node metadata, or data input at the MFP.

Note: To use the Upland InterFAX node, you must have an Upland InterFAX account.

Configuring the Upland InterFAX Node

To open the node’s configuration window (shown above), add a distribution node for Upland InterFAX to your workflow and double-click on it. You have the following options:

• Enabled - To enable this node in the current workflow, select the toggle until “Enabled” displays. The default setting is “Enabled”. If you disable the node:

  • The workflow will ignore the node.

  • The node will not check for logic or error conditions.

  Important! If you disable this node, and no other distribution nodes are enabled, it will not cause the workflow to fail validation, but no processed documents will output and they may be lost.

• Name - The name in this field appears below the node’s icon in the workflow. The node’s name defaults, but you can edit it. For example, you can specify a name that indicates the node’s function in the workflow.

• Description - Enter a description for this node that details its purpose in the workflow, and/or to distinguish it from other nodes in the workflow. If the description is long, you can hover your pointer over the field to display its entire contents.

  This field is optional and is for internal use. That is, it appears only in this window and not in the workflow.

Buttons

• Help - Accesses Online Help.
• Metadata - Accesses the Metadata Browser.
• Cancel - Exits the window without saving any changes.
• Save - Preserves your node configuration and exits the window.

Connecting to Upland InterFAX

To connect to Upland InterFAX, do the following:

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

2. Then, select the Test Connection button. If the connection is successful, a confirmation message will appear, as in the following illustration:

   

3. Click the Ok button to return to the node and continue configuration

   

Configuring the Upland InterFAX Connector

In this area, you will be able to enter more information about the recipient and the documents to be faxed. To configure the Upland InterFAX Connector, do the following:

1. Enter the Recipient name and Recipient number in the fields. These fields are required to successfully upload a document to the Upland InterFAX system.

   Notes:

   • The Recipient Name field accepts characters and/or metadata. The Recipient number field accepts numbers and/or metadata.

   • If a configuration field contains the curly bracket character ( { ), then the administrator must add an additional curly bracket next to it to prevent the node from attempting to read the entry as metadata. For example, a contact named “Cynthia {ABC Corp}” would need to be entered as Cynthia {{ABC Corp}

   You can also use the Recent Recipients button to open a window containing the fax information for up to ten (10) of the most recent numbers faxed to. These numbers are displayed chronologically with the most recent number at the top. Use the Clear Recent Recipients button to delete all recent recipients.

   

2. You can also enter a Reply-To Email and Page Header, if necessary.

3. Select when you would like documents sent via InterFAX.

   • Send immediately - This faxes documents as soon as they are uploaded to InterFAX.

   • Send at a scheduled date and time - Enter or select a date and time that InterFAX will send the uploaded documents.

     Note:

     • You cannot select to schedule a fax to send at a date and/or time in the past. If you schedule faxes to send at a future date/time and the workflow continues to run after that date/time, InterFAX will send any future faxes immediately.

     • Fax submission into the system can be delayed for up to 30 days.

     

Accessing Upland InterFAX at the MFP

At the MFP, take the following steps:

1. Select your workflow - If only one workflow is currently running, that workflow appears. However, if multiple workflows are running, the Selection screen appears and you must select a workflow.

   

2. Scan your document - Use the MFP to scan your document. Options available are dependent upon the options selected in the MFP Capture node. If a Form Selector node has been configured, continue to step 3. Otherwise, skip to step 5.

   

3. Enter your login credentials - If you configured a username and password in the node, they will prepopulate here. These can be edited at the MFP, if necessary. Click the Login button to confirm your connection to InterFAX.

   

4. Enter Any Additional Fax Information - When you are logged in, you will have the opportunity to enter any additional information needed, including:

• Recipient Name

• Recipient Number

• Reply-To Email

• Page Header

• Send fax date/time

  

  You can select the Recent Recipients button to see your recently faxed contacts.

  

5. Select the “Scan” button - This will send the scanned document to InterFAX to be faxed accordingly.