Edit an Inbox

Overview

Before you begin

• You need access to Config.
• You need access to Practice Inbox settings.
• If you do not see the Config menu, get with your manager.

Steps

1. Click Config.
2. Click Inbox.
3. Click the Inboxes tab.
4. Find the inbox you want to update.
5. Click Edit.
6. Update:
   1. Description - Name your inbox
   2. Fax Number
   3. Phone Number
   4. Location
   5. Email Address
   6. If you need an email address or a new fax number, please reach out to Calvient.
7. Turn Default on or off as needed.
   1. Remember, you must have one Default inbox that everyone has access to and acts as a catch all for faxes that cannot be routed. Usually you do not need to change this after your initial Inbox setup.
8. Click Save.
9. Look for the success message that confirms the inbox was updated.

Troubleshooting

• If you cannot limit access to the inbox, then make sure Default is turned off.
• If you turn Default on, then users and teams cannot stay assigned to that inbox.