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Set Up Outbound Reminder Output File Descriptions

If your outbound reminder application supports non-appointment calling groups (such as birthday greetings or office closure notices), you will use the Output Files tab of the Outbound Integration Setup and Maintenance options to describe the output file types you have set up with your third-party application.

Note that this article is not applicable for use with VP Reminders or Edge Reminders: VP Reminder and Edge Reminders are fully integrated with ViewPoint, and do not need these settings.

How to Get Here

ViewPoint Main Menu - Tools & Utilities > Outbound Integration > Setup and Maintenance.

ViewPoint Toolbar - Edge Reminders or VP Reminder or Outbound Integration > Setup and Maintenance. Note that the icon may be different, depending upon the integration you currently have activated.

Open the integration.

Choose Setup & Maintenance.

ViewPoint Shortcut Menu - Add-In > Edge Reminders or VP Reminder or Outbound Integration> Setup and Maintenance. Note that the icon and description may be different, depending upon the integration you currently have activated.

Open the integration.

Choose Setup & Maintenance.

Choose Your Settings

Select Output Files Tab - Use the Output Files tab of your Outbound Integration Setup & Maintenance window to list the output file descriptions you have set up with your outbound reminder application vendor. Note that this option is not available if Edge Reminders or VP Reminder is active.

Enter Descriptions - Enter your non-appointment output file descriptions in the appropriately numbered field. For example, if your outbound reminder application vendor has specified that "output file type 2" will be used for sending birthday greetings, you will want to type something like "Birthday" in field 2 of the Output Files tab. Note that the appointment output file is always the first file type, and cannot be changed. If you do not know which number corresponds to which calling group, or you wish to configure different calling groups, please contact your third-party application vendor for assistance.

Save and Exit - Click Close to save your changes and exit the setup window.

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