MRED FaxPlus™ to Email - Midwest Real Estate Data LLC

Training for Real Estate
Professionals
from
Midwest Real Estate Data
LLC
MRED FaxPlus™
MRED Main Number ..................................................................... 630-955-0011
MRED Training Registration…………………………………….. 630-955-2755
MRED Helpdesk………………………………………................. 630-955-2755
Helpdesk Hours: M-F 8:00 am to 6:00 pm, Sat 10:00 am to 4:00 pm
Visit us at MREDllc.com for Training Registration, Forms and more…
1
Contents
What is MRED FaxPlus™......................................................................................................................................................... 3
Where can I find MRED FaxPlus™ .......................................................................................................................................... 3
Getting started with MRED FaxPlus™ .................................................................................................................................... 5
MRED FaxPlus™ Home Screen ............................................................................................................................................ 6
Working with DocBox............................................................................................................................................................. 7
Upload a Document ............................................................................................................................................................ 7
Send a Fax ........................................................................................................................................................................... 8
Fax-Back Cover Sheet .......................................................................................................................................................... 9
Creating a Fax-Back Cover Sheet..................................................................................................................................... 9
Example of a Fax-Back Cover Sheet .............................................................................................................................. 10
InstanetFax ........................................................................................................................................................................... 11
Features of the InstanetFax screen................................................................................................................................... 11
Creating an InstanetFax Cover Sheet ................................................................................................................................ 12
Sending the InstanetFax Cover Sheet ............................................................................................................................... 13
Intelligent Offline InstanetFax Cover Sheet ........................................................................................................................ 14
MRED FaxPlus™ to Email...................................................................................................................................................... 17
Email Selected Documents................................................................................................................................................ 17
Sending Selected Documents ........................................................................................................................................... 17
Package Documents .......................................................................................................................................................... 18
Other features in DocBox ..................................................................................................................................................... 19
Create a New Folder ......................................................................................................................................................... 19
Delete Selected Documents .............................................................................................................................................. 19
Rename a Folder ............................................................................................................................................................... 19
Merge Selected Documents .............................................................................................................................................. 20
Upload Documents via Email ............................................................................................................................................ 20
Tabs ....................................................................................................................................................................................... 20
Home ................................................................................................................................................................................. 20
Desktop ............................................................................................................................................................................. 20
Settings Tab ....................................................................................................................................................................... 21
My Preferences Manager.............................................................................................................................................. 21
Print Driver(DocBox Printer) Settings ........................................................................................................................ 21
DocBox ToGo Settings ............................................................................................................................................... 21
Print Driver(DocBox Printer) ...................................................................................................................................... 22
Preflight System Check Manager .................................................................................................................................. 23
Branding Manager......................................................................................................................................................... 24
Sharing .......................................................................................................................................................................... 26
Contacts ............................................................................................................................................................................ 27
Add Contacts ................................................................................................................................................................. 27
Import Contacts............................................................................................................................................................. 28
Fax Log .................................................................................................................................................................................. 28
Store ...................................................................................................................................................................................... 28
Training, Help & FAQ’s ......................................................................................................................................................... 29
2
What is MRED FaxPlus™?
MRED FaxPlus™ is a complete online faxing, document management and document storage solution,
exclusively for MRED customers. Midwest Real Estate Data LLC provides this service to you at no additional
cost!
Where can I find MRED FaxPlus™?
MRED FaxPlus™ can be accessed through the MRED Members Only website www.MREDllc.com or by clicking
the MRED Members Only link in the Links section of your MyMLS homepage of connectMLS.
To access MRED FaxPlus™ from the MRED Members only website
1. Go to www.MREDllc.com
2. Log in, using your MLS ID and Password
3. After logging in click on MRED FaxPlus™ link
3
To access MRED FaxPlus™ from connectMLS:
1. Log into connectMLS
2. Click on the MRED Members Only link in the Links section of the MyMLS tab:
3. From the MRED Members Only website click on MRED FaxPlus™
4
Getting started with MRED FaxPlus™
The first time you click on the MRED FaxPlus™ link you will be asked to agree with the MRED FaxPlus™ Terms
of Service. After reviewing the Terms of Service, click on I Accept and click continue.
After the Terms of Service have been accepted, MRED FaxPlus™ will automatically run a systems check
to ensure your system is ready to go. Users can run a systems check manually at any time by clicking on the
Settings Tab> My Preferences> Preflight Systems Check. See page 23 of this manual for more details.
What is required for MRED FaxPlus™ to work the best?
Internet Explorer version 7.0 or higher
Adobe Acrobat Reader version 9.0 or higher
Java(Sun) is recommended
For Mac Users:
Mac Safari
Mac OSx
5
MRED FaxPlus™ Home Screen
At the top of your screen you may notice that you are able to click between two versions of MRED FaxPlus:
What is the difference between MRED FaxPlus™ Pro and MRED FaxPlus™ Lite?
MRED FaxPlus™ Lite is simply a slimmed down version of MRED FaxPlus™ Pro. MRED FaxPlus™ Lite has
the same basic functionality found in MRED FaxPlus™ Pro, just with a streamlined look. Features such
as document management, contact management and InstanetFax are available in both. Users can
switch between the two versions at any time.
NOTE: This guide will be presented from the MRED FaxPlus™ Pro perspective.
This portion of the screen will be referred to as the
Menu
6
This portion of the screen will be referred to as Tabs
Working with DocBox
-DocBox is the storage center for uploaded files & incoming faxes.
DocBox can be accessed by clicking on DocBox
from the menu bar
OR
From the Work with DocBox Documents link in the
Home tab
Upload a Document
To upload a document using the I
Would Like To drop down menu in
DocBox follow these steps:
NOTE: There are 3 ways to upload a document to DocBox in MRED FaxPlus™
1. Upload using the I Would Like To drop down menu in DocBox (this page)
2.Upload via Email (page 20)
3. Upload a document via an application on your computer after installing the
DocBox Printer (page 22)
Step 1: Click on the I Would
Like To drop down menu
Select Upload a Document
Click on the Go arrow
A new window appears on the right side of the
screen to upload the document of your choice.
Step 2: Give the file a Name
Step 3: Optional; associate a
Type of file (i.e. appraisal,
mortgage or give a custom
type).
Step 4: Click on the Add
button open the document
viewer. Select the files to
upload and click Open. Up to
4 files can be uploaded at a
time. If the file is larger than
1.5MB use the Upload
Documents via Email option
on page 20.
Option: Share Document is discussed in more
detail on page 26.
Step 5: Choose which
folder in the DocBox
section of MRED FaxPlus
you want to store the file
in. To create a New Folder
or Rename a current
folder refer to page 19.
Step 6: Select Upload
Document
7
What can MRED FaxPlus do with an uploaded document?
With MRED FaxPlus™ you can:
1. Send a document(s) to a recipients Fax directly from MRED FaxPlus™ (Send a Fax Pg 8)
2. Send a document(s) to a recipients Fax from MRED FaxPlus™ for them to sign, fill out, review etc. The
recipient can then fax the document back to you and it will appear in your MRED FaxPlus™ DocBox as
well as notify you in your email with the documents attached. (Fax-Back Cover Sheet Pgs 9-10)
3. Fax paper documents to a recipients’ email (InstanetFax Pgs 11-13)
4. Email the documents from MRED FaxPlus™ to a recipients email (MRED FaxPlus™ to Email Pg 17)
5. Upload, fax and email a document via any application (i.e. Word, Adobe) from your computer without
opening MRED FaxPlus™ (DocBox Printer Pgs 22-23)
Send a Fax
To fax document(s) to a recipient using the I Would Like To drop down menu in DocBox follow these steps:
Step 1: Select the document(s) you want
to fax by clicking on them from the
folders section. From the I Would Like To
drop down menu choose Fax Selected
Documents. Click the Go arrow.
On the right side of the screen, a window will
appear.
Step 2: Either choose the recipient from your
contacts by clicking on the business card icon or
type in the recipient’s name and fax number.
Step 3: Optional- Include a Fax-Back cover sheet?
Why would you want to include a Fax-Back cover
sheet?
Including a Fax-Back Cover Sheet will allow the
recipient to fax back the documents to your MRED
FaxPlus™ account instead of faxing paper
documents to a fax machine. As a default, MRED
FaxPlus™ is set to notify you by email (with the
documents attached) when the documents are
sent back to you. You can uncheck this if you wish
by clicking Show Advanced Options. For more
detail on the Fax-Back Cover Sheet see Pgs 9-10
Step 4: Click the Send Fax button.
8
Fax-Back Cover Sheet
What is a Fax-Back Cover Sheet?
As mentioned previously, a Fax-Back Cover Sheet will allow the recipient to fax back documents to your MRED
FaxPlus™ account (and by default your email) instead of faxing paper documents to a fax machine.
Use the Create a Fax-Back Cover Sheet option in DocBox to:
A) Send only a Fax-Back Cover Sheet via email or fax to a recipient so they can fax back documents to your
MRED FaxPlus™ account.
B) Save a Fax-Back Cover Sheet in MRED FaxPlus™ folders.
C) Create and Save a .PDF version of the Fax-Back Cover Sheet to your computer.
D) Print a version of your Fax-Back cover sheet to provide to clients or for general office use.
Creating a Fax-Back Cover Sheet
To create a Fax-Back Cover Sheet using the I Would Like To drop down menu in DocBox follow these steps:
Step 1: Select Create a Fax-Back Cover Sheet
from the I Would Like To drop down menu. Click
on the Go arrow
A window will appear on the right side of the
screen.
Step 2: Optional- Select a Type of document you are sending,
leave as None or Add your own document type.
Step 3: Cover Sheet Options-Choose if you would like to add
a Header and/or a Message to the Fax-Back Cover Sheet.
See Example of a Fax-Back Cover Sheet on page 10, to see
where the Header and Message will appear.
Step 4: Specify if you would like an email notification, with
the documents attached when the fax is sent back.
Step 5: Choose to Email the Fax-Back Cover Sheet to a
recipient, Fax a Fax-Back Cover Sheet to a recipients fax
machine, and/or Save the fax-back cover sheet to the DocBox
folders. (Note: You can choose all three options)
Email Options: Either choose the recipient from your
contacts by clicking on the business card icon or type in the
recipient’s name and Email address. (Note: email to multiple
recipients by separating the names and email addresses with
a comma), You can also CC (Carbon Copy), BCC (Blind Carbon
Copy), or include a Message in your email.
Fax Options: Either choose the recipient from your contacts
by clicking on the business card icon or type in the recipient’s
name and Fax Number.
Saving Options: Click Yes and Name the Cover Sheet
Step 6: Click Create Fax-Back Cover Sheet
9
To Save a .PDF version of the Fax-back Cover Sheet
or Print a copy of your Fax-Back Cover Sheet, choose
the Save Option when creating the Fax-Back Cover
Sheet.
After you click on Create Fax-Back Cover Sheet, you
will see the link “Click here to open PDF, or right-click
and ‘save target as’ to download.”
Click this option and the .PDF will
open. From there you can choose to
Save to your computer or
Print a copy.
Example of a Fax-Back Cover
Sheet
You can input your own banner, See
Settings> Branding Pg.24
The red box indicates where the
Header will appear.
The phone number for any Fax-Back
Cover Sheet will be 1-888-895-6514,
unless you have chosen to purchase
a Vanity Fax Number.
See Store: upgrade toVanity Fax
Number on pg. 28
This section gives information on
how the recipient can verify that the
fax was received by you, after they
have returned it.
The Blue box indicates where the
message will appear.
10
InstanetFax
Why would you use an InstanetFax?
InstanetFax is used to fax paper documents to a recipients email address.
InstanetFax can be accessed in 2 places:
1.From DocBox:
a. Click on the I Would Like To: drop down menu
and select Create an InstanetFax Cover Sheet
b. Click the Go Arrow
2. By clicking on InstanetFax from the menu bar
Features of the InstanetFax screen
Here you will see
a description of
InstanetFax and
what it is used
for.
On the top right is an
extra feature of the
InstanetFax Cover
Sheet called
Intelligent off-line
cover sheet. This is
discussed on Pg. 14
Here you will see
instructions on
how to create an
InstanetFax
This is where you
enter the information
to create a
InstanetFax Cover
Sheet-details on the
next page.
11
Creating an InstanetFax Cover Sheet:
This InstanetFax cover sheet will be
faxed by you to the recipients email
address:
Step1: Add the recipient(s) email
address. You can send to more than 1
email at a time by separating the
addresses with a comma.
OPTIONS:
Add in the email addresses of those you
want to Carbon Copy(CC) or Blind
Carbon Copy(BCC).
Choose if you would like to send a copy
of the email to yourself.
Step2: Enter the Subject of the email.
Enter in the body of the email.
Enter the number of pages that will be
attached.
OPTIONS:
Choose whether you would like to
include a Fax-Back Cover Sheet in the
email. By choosing to include the FaxBack cover sheet, this will allow the
recipient to Fax paper documents back
to your MRED FaxPlus™ account.
Click Create InstanetFax Cover Sheet
After clicking on Create InstanetFax Cover Sheet, you will have the option to print or save the Instanet Cover Sheet.
To Print: Click on the link to open the PDF and click
print.
To Save: Click on the link to open the PDF and click
save.
OR
To Save without opening the PDF: Right click on the
link and choose “Save Target As” Choose were you want to save the InstanetFax Cover Sheet and name it.
12
Sending the InstanetFax
Cover Sheet
If you want to fax the documents to the
recipients’ email right away, choose to
print.
Place the InstanetFax Cover sheet you just
created as the first page of your fax.
Be sure to send the Fax to the number
shown on the InstanetFax Cover Sheet.
Once sent the recipient(s) will receive the
documents you faxed in the email address
you indicated.
FAXING TIPS:
-If your fax machine is not clean, the
InstanetFax Cover Sheet may NOT read
correctly and the recipient(s) may not
receive the documents you sent.
-The fax machine should NOT use
photo mode when sending a
InstanetFax Cover Sheet.
Q: How long will it take my fax to be
received in the recipients email?
A: A general rule of thumb is that the
recipient(s) should receive the email in
about 10-20 min. Remember though; you
can choose to be notified when the
recipient(s) has received the email.
This is what the recipient email will look
like:
NOTE: Recipient view may vary depending upon email
provider.
We see that attached are
the Documents we faxed
and the Fax-Back Cover
Sheet we chose to include.
13
Your Name Here
Your Information will
appear here.
Intelligent Offline InstanetFax Cover Sheet
Allows you to download and save a cover sheet to your PC and you can then print this cover sheet in order to send paper
documents to a recipients email without logging into MRED FaxPlus™.
Downloading the Intelligent Offline InstanetFax Cover Sheet also enables you to use the InstanetFax Wizard. This allows
the users to access additional document and delivery features, including:
-Send multiple documents as one fax
-Select the type of Notification
-Apply Digital Timestamps and Watermarks
-Package multiple documents in one email
-Password protect
-Send a fax to a Blind Carbon Copied BCC recipient
-Include a Fax-Back Cover Sheet in the email
First you need to download the Intellifent Off-line cover Sheet, Click on InstanetFax from the Menu bar.
Click on the link to download.
A dialog box will appear asking if
you want to Open or Save the
file.
-Choose Save
-Select the Folder on your
computer that you want to Save
the cover sheet in
-Click Save
The Instanet Offline Cover Sheet
will download, once it is
complete, you can use this PDF
Cover sheet anytime from your
computer without logging into
MRED FaxPlus™.
There are 2 ways to use the Offline Cover Sheet:
1) Create a Simple Cover Sheet
2) Create an IntelligentFax Cover Sheet
To Create a Simple Cover sheet, Open the Instanet Offline
cover sheet you have saved to your computer.
Add the recipient(s) email address
You can Carbon Copy (CC) another email address if you
would like to
Enter the Subject as you want it to appear in the email.
Enter the Message you want to appear in the email.
Click Print
Fax this cover sheet and the paper documents to the Fax
number shown at the bottom of the Cover Sheet.
The Documents will then appear as an attachment in the
recipients email.
See next page to create an IntelligentFax cover sheet
14
To Create an IntelligentFax Cover Sheet, Open the
Instanet Offline Cover Sheet you have saved to your
computer.
Click on the orange circle to open IntelligentFax
Wizard
The first window of the IntelligentFax Wizard will
open.
Step 1
Enter the email address of the
recipient(s) you want to send the
documents to.
Enter an email address of a recipient
you want to Carbon Copy(CC)
Enter an email address of a recipient
you want to Blind Carbon Copy (BCC)
Click Next
Step 2
Enter the Subject, as you want it to
appear in the email.
Enter a Message, as you want it to
appear in the email.
Choose to send a copy to your email
Choose whether you want to include a
Fax-Back Cover Sheet
Select if you would like to be notified
when the recipient(s) has received the
email. You can choose to be notified
via email or fax.
If you choose to be notified, enter the
email or fax number that you want to
be notified at.
Click Next
Step 3
This section allows you to choose how you want the documents to be attached in the email the recipient
receives.
You can split multi-page documents into 4(max) separate attachments, each with separate Names. To do this,
select the Split Fax. Define the pages you want to separate and name them. See Example on Next Page.
Example: You are sending an 8-page document that you want to split into four, 2-page attachments.
Step 1 Select Split Fax into Multiple documents
Step 2 Define the pages.
Pages 1 and 2 will be in the 1st attachment, we put 2 in as the number of pages in the document 1 and
Name the document Introduction.
Pages 3 and 4 will be in the 2nd attachment, we put 2 in as the number of pages in document to and give
it the title of Details.
15
Pages 5 and 6 will be in the 3rd attachment, we put 2 in as the number of pages in document to and give
it the title of Form.
Pages 7 and 8 will be in the 4th attachment, we put 2 in as the number of pages in document to and give
it the title of Signature Page.
Step 3
Option: have a watermark placed over each page
Step 4
Option: have the documents password protected, which means the recipient must have the
password to open the documents. The password will not be included in the email with the attachements
the password is Case sensitive.
Option: have a timestamp to appear on the documents. This will appear as a Fax timestamp along the
top of each page of the document
Step 5
Select Finish and a print preview screen will appear and then click ok to print the cover sheet with
bar codes.
Step 6
Fax the cover sheet and the 8-page document to the fax number at the bottom of the cover sheet.
The recipient(s) will receive the email with 4 attachments titled as you have indicated. If you chose to include a
Fax-Back cover sheet that will be a separate attachment.
The other option we see here is Send documents as a branded package. By selecting this option along with the
Split fax option the recipient will receive 1 attachment, but when they click on that attachment it will be
separated into specific documents. To see more on how this will look to the recipient see Package documents on
page 18.
16
MRED FaxPlus™ to Email:
Email Selected Documents
To email document(s) from DocBox to an email recipient(s) from DocBox
1. Select the documents that you want to email from your Folders in DocBox
2. Click on the I Would Like To: drop down menu and select Email Selected Documents
3. Click on the Go arrow
HINT: You can select more than
one document to send by using
the Control or Shift keys on your
keyboard
The documents you have chosen
to email will appear here.
Sending Selected
Documents:
Add the recipient(s) name and email address.
You can send to more than 1 email at a time by
separating the addresses with a comma.
OPTIONS:
You can choose to Carbon Copy(CC), Blind
Carbon Copy(BCC) and include a message in the
email by clicking on the blue CC, BCC and
Message links.
Choose if you would like to include a Fax-Back
Cover Sheet attached to the email.
Package Options: By choosing Yes, create a
package, multiple documents will appear as 1
PDF in the email to the recipient(s). See more
on how Package Documents appear in the
recipients email on next page.
If you also choose Yes, save package, it will save the combined documents in 1 PDF in your DoxBox folders under a new
folder called Packages.
Click Send Email
17
Package Documents
If you chose to package multiple documents,
the recipient will receive an attachment
similar to this in their email.
To view the individual documents the
recipient(s) should Click here
this will display the individual documents at
the bottom of the Adobe screen.
The recipient can then click on the individual
document names to open them
Note: You can also package documents via the I Would Like To:
Menu
1. Select the documents you want to package.
2. Choose Package Selected Documents from the I Would
Like To: Drop Down menu
3. Clicking on the Go Arrow
4. Designate a folder you want the packaged documents
appear in.
18
Other features in DocBox:
Create a New Folder:
-Create a New Folder in DocBox 2 ways
1. Right click to highlight one of the current folder you want to add a New Folder in and hover over
New and then click on DocBox Folder.
2. Choose Create New Folder from the I Would Like To: drop down menu in DocBox and then click the
Go arrow
Either way, a form opens on the Right side where
you can:
1.Type the new folder Name
2.Choose the current folder
you want it to appear under.
3.Click Create New Folder
Delete Selected Documents:
-Delete a Folder in DocBox 2 ways:
1.Left click to highlight the documents you
want to delete from your DoxBox folders.
Choose Delete selected documents from
the I Would Like To: drop down menu in DocBox
Click the Go arrow
2. Right click on the Folder or documents you want to delete from DoxBox and choose Delete from the
menu.
NOTE: You can delete any folder you created, but you cannot delete the folders pre-set in DocBox.
Rename a Folder:
-Rename a Document 2 ways
1. Right click on the document in DocBox you
want to Rename.
2. Choose Rename from the menu
3. Type the new name
OR
19
OR
1. Left click on the Document in DocBox
you want to Rename.
2. From the screen on the right, choose
Rename Document from the I Would
Like To: drop down menu and click
Go Arrow.
3. Type in the new name and click
Update Document Name
Merge Selected Documents
After uploading multiple documents you can merge selected documents into 1 multi-page document.
1.Choose the documents from DocBox you want to merge after you have uploaded them. You can select
more than one document by using the Control key on your keyboard.
Choose Merge Selected Documents from the I Would Like To: drop down menu in DocBox
Click the Go arrow
2.Name the new merged document
3.Select which folder in DocBox you want it be placed in.
4.Click Create Merged Document
Upload Documents via Email
NOTE: Use this option to upload documents to your DocBox that are over 1.5Mb
To upload Document via Email start from the DocBox screen.
1. Choose Upload Documents Via Email
from the I Would Like To: drop down menu and click the Go Arrow.
A box will appear with a
linkthat says:
click to open email client,
attach documents and send
2. Click in the link.
Your email will open with the To field, Subject field and a message already field in DO NOT ALTER
THESE FIELDS! As you can read in the message of the email the Subject field must remain unaltered for
the email to process into MRED FaxPlus™
3. Attach the documents you want to upload to the email.
4. Click Send
The uploaded documents will appear in your InBox Documents folder in DocBox
Tabs
You will notice that as you click on different
tabs the menu bar remains in place.
Home
-This tab will take you to the Home screen view
Desktop
-Clicking the Desktop tab will display the documents you would see in your InBox Documents folder of DocBox.
If you click on any one of those Documents or click Continue, you will be taken to DocBox.
-You will also see a Click Here to begin Shopping link-this is covered in the Upgrades portion of this
manual on pg. 28
20
Settings Tab
Within the Settings Tab you will see setting managers related to My Preferences, Contacts, Branding and Sharing.
My Preferences Manager
Clicking Continue on My Preferences will open up Prefrences Manager. Preference Manager allows
you to select options to personalize your MRED FaxPlus™.
General Settings:
Choose to have the Help mode called Easy As 1-2-3 Enabled or Not:
Choose to have Tech Tips Enabled or Not.
Tech Tips appear as:
Choose the default screen after you log in
Change TimeZone
User Information:
NOTE: In order to change or update
This is where you can update contact certain information you may need
information.
to contact your REALTOR
Password Management:
Association.
This is where you can change your password
Email Signature:
Add a Signature to appear in all emails sent.
Document Settings:
Shows amount of storage space left. In Document Settings you can also add or delete
Document Types.
Faxing Settings:
In this section you can choose to Hide your Phone/Fax number from Cover Sheets
You can also, choose to hide the Authentisign image from appearing on incoming faxes.
This image
will appear on any incoming fax unless you
check the
box to hide the image.
Contact Settings:
This section allows you to choose how you want your contacts to display when you open the
Contacts tab.
In Contact Settings you can also add or delete Contact Types.
Account Activity:
Displays the date, time and ISP address of when you have logged in and out of your
MRED FaxPlus™ account.
Notification Settings:
Choose if and how you want to be notified when a recipient has accessed a document you
have sent.
Print Driver(DocBox Printer) Settings:
This is where you can download the PrintDriver, view your User Key and have your
Password sent to you. See Page 22-23 for instructions on downloading and using DocBox
Printer.
DocBox ToGo Settings:
DocBox2Go Provides mobile access to your forms, files, transactions and contacts from your
SmartPhone. To access this go to www.docbox2go.com in your SmartPhone Browser and enter
your MRED FaxPlus™ login information.
Top Producer Settings:
Allows you to have your Top Producer account and MRED FaxPlus™ account Communicate.
NOTE: in your Top Producer account you need to go to your Preferences, select 3rd Party Services. Select Add Data Service. Select
InstanetForms/TransactionDesk from the application drop down list. Now paste in your Top Producer Key Code that shows in the picture above under "Your
Unique Code Key For Top Producer:",(for security purposes the key code on the account used has been blanked out). Press the Add Data Service button and
DocBox
Printer
or Print Drive
the two programs
will be able
to communicate
properly.
21
Print Driver(DocBox Printer)
The DocBox Printer allows you to fax, email and/or upload files into DocBox by virtually 'printing' them from any
application on your PC by simply clicking on File, Print and selecting the DocBox Printer.
To set up the DocBox Printer:
1. Go to the Settings Tab
2. Click on My Preferences
3. Click on Print Driver Settings
Click on the link to Download
DocBox Print Driver. Follow the
steps to continue the download
process.
To verify that the DocBox print
Driver has installed, open any
document from your computer.
Select Print (shown here from a
Word Doc)
Choose DocBox Printer by
Instanet Solutions from the
Printer Name drop down
menu
Click OK
22
NOTE: If you are using Microsoft and get this error, go ahead and download .NET framework: V 2.0 from Microsoft
The first time you try to Print to DocBox Printer, you will be asked to enter your User Key
and Password.
The User Key can be copied and pasted from the Print Driver Settings Screen and you can
have your password emailed to you if you do not remember it.
NOTE: You will only have to enter the User Key, the first time you use the DocBox
Print Driver, but you will have to enter your password each time.
A box will open asking what actions you want to take with the document
From this screen, you can choose to Upload, Fax or Email the document. You can
also do all three at once.
Upload the document
to your DocBox Inbox or
a specific folder.
Fax the document to a
recipients fax number &
include a FaxBack Cover
Sheet if desired.
Email the document to
1 or more recipients &
include a FaxBack Cover
Sheet if desired.
Apply a watermark to
the document such as
Draft or Confidential
Preflight System Check Manager
Clicking Continue on the Preflight Systems Check section within the Settings Tab will re-run the systems check
that ran when you logged into MRED FaxPlus™ for the first time.
23
Branding Manager
This is where you can add your own Company Banner that will appear at the top of your FaxBack Cover sheets.
You can also add your Personal photo and Company logo as well as choose the Border color of emails.
Add/Update Banner:
Start by clicking Continue on the Branding section within the Settings tab.
Step 1: Click on
Change Banner
Step 2: Click on the
Add button to open
the Document Viewer.
Select the personal
photo you wish to
upload and Open.
Step 3: Click Upload
Banner. If the file you
choose is not the right
one, click on the
Remove link and then
you will be able to
choose another file.
Upload/change Personal photo:
Start by clicking Continue on the Branding section within the Settings tab.
Step 1: Click on
Change Image
24
Step 2: Click on the
Add button to open
the Document Viewer.
Select the personal
photo you wish to
upload and Open.
Step 3: Click Upload
Personal Photo. If the
file you choose is not the
right one, click on the
Remove link and then
you will be able to
choose another photo.
Upload/Change Logo:
Start by clicking Continue on the Branding section within the Settings tab.
Step 1: Click on
Change Logo
Step 2:
Click on the Add button to open
the Document Viewer. Select the
company logo you wish to upload
and click Open.
25
Step 3:
Click Upload Company Logo. If
the file you see on the screen is
not the one you want to use, then
click the Remove link and choose
a new one.
Email Settings, Changing Border Color:
You can choose from the drop down menu what color you would like to border your emails.
. Note: Your uploaded Banner and Personal Photo will appear in emails. The banner will also appear on the FaxBack
Cover sheets
Sharing
Setting up a Share Group
Through the Sharing function, you can set up an individual or group that you would like to be able to share
documents with. Start by clicking Continue on the Sharing section within the Settings Tab
Step 1: Select Create New Share Group from the
I would like to: drop down menu. Click the Go
arrow.
Step 2: Give a Name to the individual or
group.
Click Create New Share
Step 3: Choose an individual or multiple
individuals from the list of Available
Users that you want to be a
part of the share group you
are creating.
NOTE: You can select more than
one by holding the control key.
Step 4: Determine what
amount of Access you want
to give the chosen
individual or individuals in
this Group
NOTE: If you individuals in a group
to have different levels of access
to documents, add them 1 at a
time.
Step 5: Click Add
Step 6: Click Save Share
Information
26
Sharing a Document
From the DocBox section of MRED FaxPlus™.
You can choose a Document or Folder you
would like to share with the newly created
Share Group.
In DocBox select a document or folder from the
left side by double clicking on it.
Information regarding the document or folder
details will open on the right side.
Click on the + sign next to Sharing Information
to open sharing options.
Choose I want to Share this document with
others.
Click on the Group or Individual you would like
to share with and click Add.
Select if you want to notify the individuals of
the group that they now have access to this particular document.
Click to Add New Shares for the Selected Members
Contacts
Your contact list can be found on the Menu Bar in MRED FaxPlus™
In the contacts area you can Add contacts or Import/Export Contacts.
Add Contacts
Click on Add a New Contact from
the I would like to: drop down
menu of the Contacts area. Click
on the Go arrow
Enter as much information as you
want regarding the contact. The
only required Field is the contacts
Name. Click on Save Contact.
The Contact will be saved in your
contact List.
NOTE: You can Filter your contact list by
using the Filter Contacts section
OR
Search for a specific contact by filling in
information in the Contact Search Options.
27
Import Contacts
You can also import or export contacts from Microsoft Outlook using the Import/Export Utility within the
Contacts page.
Select Import/Export Utility from the I would like to: drop down menu and click the Go arrow.
You will first be asked to agree to a user agreement. After reading, click on I Accept and Agree to the
conditions outlined above
Click Run
The Import/Export Utility will
appear with your Microsoft
Outlook contacts. Select the
contacts you want to Upload and
click Import Contact(s) into
TransactionDesk.
NOTE: If your contacts do not appear
the first time, Click Reload Contact List
and select your contacts folder from
Microsoft Outlook and click ok
Export Contacts
Same as above, except select Export Contact tab within the Import/Export Utility.
Click Reload Contact List and your MRED FaxPlus™ Contacts will appear. Select the contacts you want to Export
and click Export Contact(s) to Microsoft Outlook.
Fax Log
The FaxLog can be accessed from the Menu bar
The FaxLog will display all faxes received and sent
through your MRED FaxPlus Account™
Store
The Store can also be accessed from the Menu
Clicking on Store will open up a new page
which will allow you to purchase in upgrades
available.
Currently the only upgrade option available is
Add Vanity Personalized Local and Toll free
fax numbers.
bar.
You can upgrade your MRED FaxPlus™ account to have a personalized fax number. This upgrade costs
$49/year for local and $69/year for toll free numbers
28
Training
Training Videos for MRED FaxPlus™ are available by logging in to the MRED Members only website www.MREDllc.com ,
clicking on Training, then clicking on Training Videos
NOTE: Some of the videos may take 2-3 minutes to
load.
Hands On (or in person) training is available through the MRED Computer Lab Days. To view dates and locations of
MRED Computer Lab Days log in to the MRED Members only website www.MREDllc.com , clicking on Training or call
MRED at 630-955-2754.
Custom Training for offices is available upon request. MRED requires a minimum of 10 attendees at a custom office
training. For more information regarding Custom Office training please call 630-955-2754
Help
For Help using the features of MRED FaxPlus™ please contact the MRED HelpDesk at 630-955-2755. The HelpDesk is
available Mon-Fri 8:00am-6:00pm and Sat 10:00am-4:00pm
FAQ’s
Q: Does InstanetFax offer the ability to port over current fax numbers as vanity?
A: Yes. But Some of the fax service providers refuse to comply with the FCC’s telephone number portability act. Some
are not a problem at all. The user needs to ask their provider if they allow the number to port. If so, the vendor wil have
an FCC form they fill out which I can send you then we handle the transfer. There is a $40 one-time charge for the
porting.
Q: Can I choose the vanity number I want?
A: Sort of. Once you pay the annual fee for the vanity fax number, you will see a drop down of available numbers to
select from. It is from this pool of numbers that you can select from.
29