Create and Manage Fax Comment Presets

This article will help you pre-define a list of possible comments to appear on the fax cover page created from private, MVA, WSIB, EHC, OHIP, and Slip & Fall case types. When creating a fax cover page, you can choose to include one or more comments from the preset. You can revise a comment to make it more suitable for a specific fax and add custom comments. To perform the following procedures, open the Preset Manager.

Create a Fax Comment Preset

1. Select the Fax Comments preset type in the list on the left of the screen.
2. Click [New Preset] on the toolbar.
3. Make sure the Status is set to Active.
4. Enter comments, then click Save & Close.

Edit a Fax Comment Preset

1. Select the Fax Comments preset type in the list on the left of the screen.
2. Locate and double click on a fax comment preset on the right.
3. Make changes to the comments.
4. Click Save & Close.

Delete a Fax Comment Preset

1. Select the Fax Comments preset type in the list on the left of the screen.
2. Locate and double click on a fax comment preset on the right.
3. Click [Delete Preset] on the toolbar.
4. Click Yes when prompted.

Deactivate a Fax Comment Preset

1. Select the Fax Comments preset type in the list on the left of the screen.
2. Double click on an active fax comment preset from the list on the right.
3. Change its Status to Inactive.
4. Click Save & Close.

Reactivate an Fax Comment Preset

1. Select the Fax Comments preset type in the list on the left of the screen.
2. Double click on an inactive fax comment preset from the list on the right.
3. Change its Status to Active.
4. Click Save & Close.