Mercury Administration: Fax Screen

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If you want to fax statements and/or invoices to your customers, this screen allows you to configure the way the faxes look and how/when they are sent. You can configure the following settings on this screen:

Setting Description
Store Name Select the store which you are configuring from this list.
Fax Cover Letter From this list, select the cover letter template that you want to use when faxing. You can either leave the default template selected, or select a different template from the list. If you do not want to use a cover letter, select None.
Default Processing Option If you want to send faxes immediately, select Now in this field. If you want to send faxes in a batch at a scheduled time, select Later in this field. If you select Later, faxes are held until the time specified in the Default Later Time field.
Default Later Time If you selected Later in the Default Processing Option field, this is the default time that the faxes will be sent.
Number of Retries If the fax job fails, this is number of times it will try to resend.
Time Between Retry Attempts This field lists the number of seconds to wait between retry attempts.

Accessing the Fax Screen

To access the Email screen in Mercury Administration:

  1. Launch Mercury Administration.
  2. Double-click Mercury Administration in the explorer pane.
  3. Double-click the Communications folder.
  4. Double-click Fax. The Fax screen opens.

Configuring Fax Settings

To configure fax settings for FTD Mercury:

  1. In Mercury Administration, access the Fax screen.
  2. In the Template area, from the Store Name list, select the name of the store for which you are configuring settings.
  3. From the Fax Cover Letter list, select the cover letter you want to use for faxes. If you want to omit the cover page, select None. If you want to edit an existing fax cover letter, select the letter and click Edit.
  4. In the Processing area, select the Default Processing Option. If you select Later, configure the Default Later Time.
  5. In the Number of Retries field, set the number of times FTD Mercury will attempt to resend a fax.
  6. In the Time Between Retry Attempts, enter the number of seconds FTD Mercury should wait before trying to send a fax again.
  7. Click Apply to save changes before exiting the screen.

Editing/Creating Fax Cover Letters

If you want to change the appearance of a fax cover letter, a few steps must be taken. You must first make the changes to an existing template to make it appear the way you wish, save it under a different name, then you must open the FTD Document Center and save the change.

To edit a fax cover letter:

  1. In Mercury Administration, access the Fax screen.
  2. In the Fax Cover Letter field, select the fax cover letter that you want to change, then click Edit. The cover letter opens in an editor window: Make changes to the cover letter as desired.
    Image:NoteIcon.pngRight-clicking on an item allows you to change font, alignment, line, fill, and color. The Insert menu allows you to insert a new merge field, such as the sender or recipient name.
  3. When you are ready to save the new template, on the File menu, click Save As.
  4. In the File Name field, type a new name for the cover letter and then click Save.
    Image:NoteIcon.pngThe name of the cover letter must be less than 16 characters. If it is greater than 16 characters, then the cover letter will not be visible in Mercury Administration.
  5. Next you must open the FTD Document Center and make a save to any existing template. This allows you to use the new fax cover letter in the FTD Mercury program.
    1. Open the FTD Document Center by double-clicking the FTD Document Center icon on your desktop, or in FTD Mercury, on the Tools menu, click Doc Center.
    2. Highlight an existing template (other than a sample template) and then click OK.
    3. With the existing template on the screen, on the Template menu, click Save.
    4. Click OK.
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