Faxing within Visual-Eyes using the GoTo Integration

Send Faxes from

• Linking

• Invoice

• Exam Letters

• Rolodex
  

• Rx Orders
  

Requirements

• Visual Connect  or Lite 

• GoTo Connect

First Step

In the Virtual fax screen you will see your list of faxes in there, if you do not have a fax set up yet you can use this video to help set one up. 
Click on the fax option then click on Settings. Then click on Sending in the left column and then click on View Instructions.

A small screen will pop up and show your Fax information in it. In that screen you will need the name between the @ and the .fax, in the image below it would be sothinc. Then in the Subject Line section you will need the numbers listed. These two will need to be entered into your Visual-Eyes, those steps are listed below.

The following Steps will all be done in your VE Admin program.

Go into VE Admin - Manager - Phone Settings

In that screen you will see Phone Client ID, Phone Secret (if these two are blank please contact Visual-Eyes support as they have access to those ones), Fax Domain and Fax Access Code.

The Fax Domain is the name from the To section listed above and the Fax Access code is the number from the Subject Line listed above. Enter those in and then click OK.

The next steps will take you through on how to set up your Fax cover sheets, these are required for the Fax option to be available in Visual-Eyes.

Go into VE_Admin > Manager > Email Settings > Fax Cover Sheet Templates

Set up cover sheet templates here.

Once those are done please exit and Publish All. In Visual-Eyes you will now see the Fax button and you should be able to click it if all of the settings are correct.

References

• GoTo docs: How to Send Virtual Faxes