How can I send faxes and SMS messages with timeSensor LEGAL?
How can I send faxes and SMS messages with timeSensor LEGAL?
This article has been machine translated. If you find any errors, we would be grateful if you could report them to translation@timesensor.com.
timeSensor LEGAL (from the Smart Edition) has an interface to ecall which you can use to send faxes or SMS messages directly from timeSensor LEGAL. For example, you can prepare ready-made fax templates with scanned signatures and fax them at the touch of a button. timeSensor LEGAL transmits the fax to ecall, where it is delivered via your account. The fax sent in this way cannot be distinguished from a real fax. Afterwards, ecall returns a fax receipt, which is automatically archived with the mandate. The sender is informed by timeSensor LEGAL via a ticket when the fax is delivered (or if there is a problem). SMS messages work in the same way.
You need administrator rights in timeSensor LEGAL for the following steps.
Setting up the interface
Configure the e-mail interface in timeSensor LEGAL as described in this article.
The law firm software requires a functioning email account in order to transmit the faxes or SMS messages to ecall via email.
Open an account with ecall in your name. Load a sufficient number of points onto your account (or conclude a business contract with ecall).
Log in to the ecall account and configure your account under Account Settings. In particular, you must click on the checkbox for access under Email access and enter the email address used by timeSensor LEGAL in the Access Settings. Set a cross in Receiver in To Field for both SMS and fax.
Preparing for use
Go to the timeSensor LEGAL user administration. Open your user account and select the settings for the dispatch identity assigned to you under Identity. A dispatch identity controls which sender is used to send e-mails, faxes or SMS messages. Make sure that the correct dispatch details for e-mail, fax and SMS dispatch are stored here.
You can create as many dispatch identities as required and assign them to your users. The corresponding dispatch identity is then used by default. With the appropriate access rights, the dispatch identity can also be changed dynamically at the time a message is sent.
Set up customised templates for sending faxes or SMS messages. You can find an example of this in the following video:
It is important that Fax Only is selected in the output options of the template for a fax template:
Use interface
Now select your fax template, click on the small arrow in the Draft button and select the Fax transmission type. Your prepared fax template appears. Now you can send the template directly from timeSensor LEGAL.
timeSensor LEGAL has available (beginning with the Smart Edition) an interface to ecall which can be used to send faxes or SMS messages directly from timeSensor LEGAL. Thus you can, for example, prepare ready-to-go fax templates complete with ...
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