This video will show you how to route received faxes to cloud storage services like DropBox, Google Drive or Microsoft OneDrive.
Today we’re going to demonstrate how you can route received faxes for a user in RightFax to a cloud storage solution. For demonstration purposes, I’ll be doing this today with Dropbox, but be aware that it can also work with other cloud storage applications like Google Drive or Microsoft OneDrive.
The first thing we need to do is to install DropBox on the computer or server that’s going to have the share that our user’s faxes will route to. Once you’ve installed DropBox and signed into it, take a moment to open its local storage location. I don’t like where it’s keeping my files, so I’m going to change this in the DropBox preferences. You’ll notice on the “sync” tab where I can change the location of my DropBox folder, so I’m going to move this to the root of my C: drive on my server. Next, I’m going to create a folder for my user’s faxes called “RightFax Received” (you can name it whatever you like). Then, I’ll right-click this folder and select “properties”. Click on the “Sharing” tab and then click the “Share” button. Let’s add our service account user that runs our RightFax services to the share permissions list (mine is called “rfservice”) Now we’ll give it Read/Write permissions. Click the “Share” button to finish. If needed, take note of the share location that’s displayed here, as you’ll need it when we get to the user configuration on our RightFax Server.
One last (optional) step here. If you use your cloud storage provider for any other file storage, we may not want all those files to sync to where we just installed DropBox. DropBox has a “selective sync” option where we can choose what folder(s) we want to sync to this installation. In this case, I’m just going to make it our “RightFax Received” folder only.
Now let’s go to our RightFax Server and open Enterprise Fax Manager. Click on “Users” and then right-click on the user we want our received faxes to route to the new share we just set up and then select “edit”. Now click on the “Routing” tab and make sure the routing type is set to “Network Directory” Now click in the “Routing Info field and enter the share location we set up in our previous step. I’m also going to change the “File Format” for this user to PDF. Click “Ok” to save your changes.
Now let’s send a test fax to our user. After the fax shows received on their account in FaxUtil, we wait a few moments for the file route to take place. You should see an item in your fax history that shows the file route was successful.
That's all for routing received faxes to cloud storage.
This is Michael with RightFax University saying thank you for watching and please visit us again. The RightFax University is a work under continual progress and we update often.