Fax

Navigate to the User Panel > Fax tab or click the blue Fax icon from the User Panel to navigate to the Fax tab. 

The Fax dashboard provides fax capabilities within the User Panel. Faxes can be sent to/from users from their email address or DID (Direct Inward Dial) number, when assigned.

Send a fax from the main menu or navigate to additional tabs to view Received Faxes, Sent Faxes, Stored Files, or manage Fax Settings.

Send a Fax Tab

To send a fax, enter a 10-digit fax number and click Upload File to select a file to fax. Acceptable file formats include: .pdf, .doc, .docx, .xls, .xlsx, and .csv.  

Choose from Stored Files can also be used when common files are uploaded from the Stored Files tab such as a cover sheet or other commonly sent files. 

Click the Attach Cover Page to Fax? checkbox to prepend the fax with a cover sheet. Click Send Fax when finished. A status bar displays on this screen and updates after completion. A full detail of a sent fax is available on the Sent Faxes tab

Received Faxes Tab

The Received Faxes tab displays faxes received to the user's direct inward dial (DID) number. Inbound faxes are also sent to the user's email address as a PDF file.

Each fax includes a content preview, received date, and to/from Caller IDs. Received faxes can be downloaded, viewed, or removed from the system; ideal for confidential material. 

Sent Faxes Tab

The Sent Faxes tab displays any faxes that the user has sent through the Fax panel. Sent faxes can be downloaded, viewed, or resent. 

Stored Files Tab

The Stored Files tab houses commonly sent files for future use. This feature eliminates the need to upload a new PDF file each time an outbound fax is sent.

The Cover Page file appears at the top of the Stored Files tab. This static cover page can be prepended to an outbound fax by clicking the Attach Cover Page to Fax? checkbox on the Send a Fax tab. 

Edit the stored cover page file by deleting the file and uploading a new cover page as explained below. 

Add Stored File

To add a new stored file, such as a customer release or legal form, click Choose a File. Browse to and select the file, enter a name for the file and click Upload Stored File

Note: File format must be PDF.

Stored Files can be downloaded or deleted as needed. 

Fax Settings Tab

The Fax Settings tab allows the user to determine which Fax Caller ID to include on outbound faxes. A user can also select a generic fax, when assigned. Select the Fax Caller ID from the available drop-down menu and click Save when finished.