FAX Type

Steps to Deal with it.

Destination

Royal Schedule 1) Email to Plant and Vickie.
2)Move to "Current Week";
Vicke + DL
Confirmation: 1) Go to Unconfirmed Page and click the confirmation link for it.
2) Copy the JobNum + Details.
3) Rename the file to the copied text.
4) Email to the OE person.
5) Move the file from the Paperport desktop to the "Current Week" folder.
VA | DO | CA
New Job 1) Go to the Add a New Job Page".
2) Input the information from the Fax. Make sure the OE is set to n/a.
3) Submit the job and keep the information.
4)Put the Jobnumber on Each Page.
5)Name the file the full jobnumber / Dealer / Tagname string.
6) Save the file.
7) Upload the file to the Projects File section "New": Make sure the directory is set to "OEs" and the Access: Profile is set to NewOrds.
8) Move the file in paperport to "Current Week".
Project Files Section
New Job: RSO 1) Go to the Add a New Job Page".
2) Input the information from the Fax. Make sure the OE is set to the Order entry person looking after the RSO. and the Job Type is set to RSO.
3) Submit the job and keep the information.
4)Put the JobNumber on Each Page.
5)Name the file the full jobnumber / Dealer / Tagname string.
6) Email the Job to the RSO person (dolmstead)
7) Move the file in paperport to "Current Week".
dolmstead
Question for a specific person: 1) Determine if it should actually go to the person named.
2) Forward by fax or email to the appropriate party.
3) Move the fax to Current Week.
Quote Request. 1) Go to the New Quote Page.
2) Fill in CA for the Quote Entry/Quoter Fields.
3) After Submitting, paste the Initials of the quoter and the number for the quote on each page and the name of the file (something like CA1092).
4) Email the file to the quoter with a subject like "Quote Request CA1092" or whatever the number is.
5) Move the fax to Current Week.
canderson
Something for Bill: 1) Email the file to Bill telling him it came as a fax.
2) Leave the File on the desktop.
wabarker