Assigning a Fax Number to a New Folder

This task can be performed only by an SFX Administrator.

If you see 'no fax' in the Fax Number drop down menu, one of the following conditions exists:

Your organization has not yet purchased fax functionality.
Your fax functionality is not set up.
All of your purchased fax numbers are used.

Contact your Covisint sales representative for details.

Navigate to the folder in which you wish to create a new folder or click HOME in the navigation path to create a top-level folder. (How do I navigate to a file or folder?)
From the Folder Actions menu, click New Folder. The Create Folder fields display.
In the Create Folder fields:

Type the name of the folder.

We recommend that you include the fax number assigned to this folder in the Folder name field.

From the Fax number drop down menu, select the fax number you want to assign to this folder. Once this number is assigned, it will be removed from the drop-down menu.
Type a description of the folder.

We recommend that you include the fax number assigned to this folder in the folder description field.

Optional: You can require approval on any updates made to items in this folder by selecting the Require approval check box. If you do not require approval, proceed to step 5.

Checking this box activates approval workflow. If the check box is selected, all files faxed to this folder require approval before they are made available to other users.

1. Click next to Add Approvers. The User Directory window displays.
2. Search for and select each user and group you want to add as approvers of this item.
  Note: You can select multiple approvers, but only one approval is required for publishing.
3. Click OK to dismiss the User Directory window and populate approver names for the new folder.

Click OK.

RESULT:

You have successfully assigned a fax number to a new folder. Items faxed to this folder are stored in .PDF format. If approval is required on this folder, faxed items will remain in the Pending state until they are approved.