We just launched Auto Task Routing to help your team spend less time manually triaging incoming faxes.

With Auto Task Routing, you can define rules so incoming faxes are automatically assigned to the right EMA task template based on document category and labels.

How it works

When a fax is auto-tasked to EMA, your active routing rules are checked from top to bottom. The first rule that matches is used.

Each rule is built with:

• Document Category (required)
• Labels (optional) — if you skip labels, the rule acts as a catch-all for that category

When selecting multiple labels, you can choose Any (match if the fax has at least one selected label) or All (match only if the fax has every selected label).

Each rule is connected to one Task Template. When a fax matches, the task is automatically created using that template.

Getting started

Head to Settings → Task Routing Rules (visible for admins when Auto Task Routing is enabled).

1. Click Add Rule
2. Choose a Document Category
3. Add label logic, or leave labels off for a default rule
4. Select the Task Template to route to
5. Save, then move rules up or down to set priority

Tips to get the most out of it

• Put your most specific rules at the top and catch-all rules at the bottom
• Use clear rule names so your team can maintain them easily
• Toggle rules active or inactive as your workflows change

Something not working right?

• Rule not triggering? Check that the rule is active, the category is correct, labels match, and priority order is set
• Routing to the wrong place? A broader rule may be sitting above a more specific one
• Don't see Task Routing Rules? Confirm the feature is enabled for your account

We'd love to hear how Auto Task Routing is working for your team!

Questions? Our team is ready to help at support@medsender.com.