This article explains how to configure the GoTo Connect integration in Visual-Eyes to enable faxing from multiple locations within the software, including Linking, Invoice, Exam Letters, Rolodex, and Rx Orders.

Prerequisites

• Visual Connect or Visual Connect Lite subscription
• GoTo Connect account with Virtual Fax enabled
• Access to GoTo Admin Portal
• Access to VE Admin

Retrieve GoTo Fax Credentials

1. Log into your GoTo Admin Portal.
2. In the Phone System section, select Virtual Fax.
   
3. Click on your fax option, then click Settings.

             

1. Click Sending in the left column.
2. Click View Instructions.
   

1. In the pop-up screen, locate your fax information:
   • Fax Domain: The name between the @ symbol and .fax in the To section (example: if the address is name@sothinc.fax, the domain is sothinc)
   • Fax Access Code: The numbers listed in the Subject Line section.
     

Configure Phone Settings in VE Admin

1. Open VE Admin.
2. Navigate to Manager > Phone Settings.
3. Enter the following information:
   • Fax Domain: Enter the name from the To section retrieved in step 6 above
   • Fax Access Code: Enter the number from the Subject Line retrieved in step 6 above
4. Click OK.
   

Set Up Fax Cover Sheet Templates

Fax cover sheet templates are required for the Fax option to appear in Visual-Eyes.

1. In VE Admin, navigate to Manager > Email Settings > Fax Cover Sheet Templates.
2. Set up your fax cover sheet templates.
3. Click OK to save your templates.
4. Exit VE Admin.
5. Click Publish All.
6. Restart Visual-Eyes.
   

Send Faxes from Visual-Eyes

After completing the setup, you can send faxes from the following locations in Visual-Eyes:

• Linking
• Invoice
• Exam Letters
• Rolodex
• Rx Orders

Click the Fax button in any of these locations to send a fax using your GoTo Connect integration.