Fax Forwarding: SMB (Folder)

Connect to the Customer

 * 1) If you need help, please read our guide on Connecting Remotely
 * 2) Since we need to be 100% sure that the Sharing and Authentication settings are correct, it must be the computer hosting the Scan folder regardless of how many people, where, or how they are accessing the folder
 * 3) For any to-SMB functions, a Scan-to-SMB button must be created first. You can call the button 'Fax', but it will be set up like the Scan-to-SMB button except where noted below

Create a Fax user

 * 1) If you need help, please read our guide on [Creating a User] - You will need to make this account an Administrator Level account
 * 2) We do this to ensure the account settings are correct
 * 3) If the customer already has a Scan user created, use those credentials. Make sure you get the correct credentials from the technician who created this user if you are unsure
 * 4) If you’re doing this from a server, you will need to [Create a Domain User]; if you need help, click the link
 * 5) The password for this account should be Faxes

Create the Fax folder

 * 1) Start Menu, Computer (Could also be My Computer or the name of the Computer)
 * 2) Double Click the C drive (C:), then Right click, hover over New, select Folder
 * 3) Call the folder Fax; unless the customer specifically requests something else
 * 4) If the customer has Scan-to-SMB already set up, it is highly likely that they have a Scan folder already set up. If so, it would be good practice to set the Fax folder here; unless otherwise directed. See Note!

Share the Fax folder

 * 1) Right click on the Fax folder, then click Properties
 * 2) Click the Sharing Tab
 * 3) Click the ‘Advanced Sharing…’ button
 * 4) Select the ‘Share this Folder’ box
 * 5) Settings
 * 6) These should populate automatically, but the only information we need to supply here is the Share name; that will be Scan unless the customer has requested something else
 * 7) Take note of the number of simultaneous users – If this is a large company you may want to change this number, but the default is generally large enough to accommodate

Set the Permissions

 * 1) Click the ‘Permissions’ button
 * 2) Check the 'Groups or usernames:' field for the 'Everyone' entry, if it’s here skip to Step 5.6
 * 3) Click the ‘Add..’ button
 * 4) Type in ‘Everyone’ into the ‘Enter the object names to select’ field
 * 5) Click the ‘Check Names’ button, this will change it to ‘Everyone’
 * 6) Click the ‘OK’ button
 * 7) Verify that the ‘Everyone’ group has Full Control
 * 8) In the ‘Permissions for Everyone’ field (below the Group or usernames: field) select the box under ‘Allow’
 * 9) Click the ‘Apply’ button, Click the ‘OK’ button
 * 10) Click the ‘Apply’ button, Click the ‘OK’ button
 * 11) Click the ‘Apply’ button, Click the ‘Close’ button

Create the Button

 * 1) Browse to Device
 * 2) If you need help, please read our guide: Get Copier IP
 * 3) Click on the Address Book icon
 * 4) Hover over the icon and it will display the icon name in a little bubble beside the pointer
 * 5) Click the ‘New Registration’ button
 * 6) Select the ‘SMB’ option, then click the ‘OK’ button
 * 7) Name: Fax
 * 8) Select the 3 letter combination for that name from the Index drop down menu
 * 9) Select the box labeled 'Main'
 * 10) Do this if the customer needs to see this from the main screen
 * 11) Host Address:
 * 12) Laptop – Host name
 * 13) Non-Domain Desktop – Host name
 * 14) Domain Desktop – Set IP
 * 15) Servers, NAS’s – Set IP
 * 16) File Path: Fax or Scan/Fax
 * 17) It’s this because we created the Fax in the C:; or Scan/Fax because the Scan folder was created on the C: and the Fox folder in only inside the Scan folder
 * 18) If the folder is in another location, we can find that path in the folder properties next to the ‘Location’ entry
 * 19) User ID & Password: The user name and password of the local Admin account
 * 20) If you set up the Scan user as per this guide, it will be those log in credentials
 * 21) Click the ‘OK’ button
 * 22) Click the ‘OK’ button

Test!

 * 1) Log out! Remember, being logged in as Admin prevents any user anywhere from using any function of the copier
 * 2) Have the customer use the button!

Note: If this is the case, you can skip the "Share the Fax Folder" and the "Set the Permissions" sections. The sub-level folders will inherit the settings of their parent folder.