You can send, receive, and manage faxes at any time in the app. There are several ways to send a fax, including the following:
Send a fax via the New actions plus button located at top right in the app.
Send a fax via the New fax quick creation button via the left pane in the Fax menu.
Send a fax via the New fax button via the center pane in the Fax menu.
Sending a fax
Select the New actions plus button located at top right.
Click Send new fax from the dropdown menu.
You can also navigate to Fax via the right-hand navigation bar by clicking the New fax quick creation plus button at the left pane.
You can also click the New fax button at the center pane. Note: This button will still be visible when navigating your All faxes, Sent, Received, and Failed sections.
Enter a fax number in the To field.
Select a theme for your cover page via the Cover page dropdown menu (default is Contempo). Note: the app will save the last cover page used.
Add any notes in the Cover page note text box (optional).
Select the Attach file paperclip icon and select any files you’d like to fax.
Choose to perform one of the following:
Select Send now to send the fax immediately OR
Select Send later to open the Pick date and time window
i. Choose a Due date.
ii. Choose a Due time.
iii. Select the Schedule button to schedule your fax.
Note: If you’d like to send a fax at a later date, you can choose the Send later button and configure the date and time you would like to automatically send the fax.
Configuring the New fax settings
Now that we’ve covered how to send a fax, let’s review in detail each of the fields you see while preparing to send a new fax.
To: This is where you enter the fax number of the recipient.
Cover page: Click on this dropdown menu to reveal a list of templates you can use for your cover page. Hover over any of the templates, and click the Preview eye icon that appears at far right to preview what that template looks like. To change the configuration of a fax cover page, you can visit this article.
Cover page note: Type a note in this field to include in the cover page.
Attach file: Select the paperclip icon to search for and attach the file(s) you want to fax. The max size you can fax is 50MB.
Send later: Select this button if you want to send your fax at a later date and time. This will open a modal window with the following settings:
Due date: This is the date on which you’d like the fax delivered.
Due time: This is the time on the specified date on which you’d like the fax delivered.
Send now: Select this button if you’d like to send the fax immediately.
Once you’ve sent a fax, you can view that fax by navigating to Fax via the left-hand navigation bar and clicking on the Sent tab in the left pane. Here, you can view the sent fax’s status and perform actions such as downloading the fax, viewing that fax, and more. To learn more, visit Managing faxes in the app desktop and web.
Receiving a fax
When someone sends you a fax, that fax appears on the Received page in the Fax menu and the All faxed page. Received faxes appear as unread in the app until you navigate to the Received page and view that fax.
Navigate to Fax via the left-hand navigation bar.
Select the Received tab under the Fax section.
Hover your mouse over the unread fax and click the View eye icon that appears at far right.
Once you open a fax, it opens in a new tab or window and is marked as read.