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Even though your XSite has powerful online
ordering capabilities we know that you
have clients that still want to use their
fax machine to place orders with you. And that's OK — because your XSite can easily
take any faxed order and turn it into a digital order using
our DirectFax technology.
With DirectFax, your clients can fax orders
(and any accompanying documentation)
just like they normally would.
But instead of you hassling with loose
individual papers that can be easily lost, DirectFax will convert all the docs into
one nice, neat and manageable PDF
file. The PDF goes right into the
DirectFax filter of your Orders
section in the Business Management area
on your XSite and you'll get an instant
e-mail
letting you know it's there. Then
you decide to create the order from the
PDF or delete
it.
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Log into the admin area of your
XSite and click on the Business
Management icon. Click
on the Orders button in the
dropdown menu. You'll see
two links. One for
DirectFax Order Form and one
for DirectFax Cover Sheet.
The DirectFax Order Form is
a blank bar-coded order form that
your client can quickly fill out
and fax back to our toll-free DirectFax
number.
The DirectFax Cover Sheet
is simply that — a cover sheet.
It should be used for clients that
must use their company specific
order form to do business with
you. They use it as the
first page of their documentation
and fax everything to our
toll-free DirectFax number.
Just print out copies of either of
these forms and get them in the
hands of your clients that want to
fax you orders.
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Once your client sends their fax
to our secure servers, it gets
converted it into a PDF file
that is immediately uploaded to
your XSites Order section.
An e-mail is sent to you letting
you
know you've just received a DirectFax order.
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To retrieve the order, log back
into the
admin area of your XSite,
click on the Business
Management icon and then click
on the Orders button.
But you'll now click on the
DirectFax
Orders
link in the lower left side of the
page to see what's been submitted.
And that's it!
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Now
create the order and it's
just as if your client went to your
XSite and placed the order online.
Synch up with WinTOTAL and get started
on the report immediately. Send
your client status notifications through
every step of the report and virtually
eliminate the phone tag you deal with
daily. DirectFax is so easy for
your clients to use and lets them
continue to send you orders by their
preferred method.
Your clients can also download both of
the DirectFax forms right from your
XSite. Links to both documents are
displayed on the
Order an
Appraisal
and
Client
Login
pages of your site.
And if you
really want to educate clients about DirectFax
and why it makes their order process
even easier, just enable the brand new
Fax an
Order
content page in the
My
Content
(Step 7) area of the Wizard.
Click here to see what it looks
like.
Plus you can also use DirectFax via
WinTOTAL to drop the order PDF into the
Digital Workfile of your report to keep
it with your other docs.
Click here to learn more about that.
And
remember, if you have questions about
this or any other XSite feature, just
send an e-mail to
info@alamode.com
or contact tech support at
1-800-211-4514. We're always here
for you 24 x 7 x 365.
Note: DirectFax usage is tied to
your XSite level. Enterprise XSite
owners can receive up to 1000 pages per
year via DirectFax while Professional
XSite owners can receive up to 200.
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1-800-ALAMODE •
www.alamode.com |
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Code: CPEMFEATUPD_0406
This is an advertising e-mail or promotional message from:
a la mode 3705 W Memorial, Building 402 Oklahoma City, OK, 73134
a la mode and its products are trademarks or registered trademarks of a la
mode, inc.
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