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How to Add a Fax account

About

This article demonstrates step-by-step instructions for Creating an Fax account.

Product Features

Send and Receive Fax via Email
The Fax options from the management portal allows you to setup notifications for the faxes sent and received from your Fax account. You can easily set up an email contact or notification group to receive a copy of your faxes.
Over 50 File Formats Supported
faxes in over 50 different file formats and/or mix and match different file types when sending faxes.



Step-by-Step Instructions

The below table will detail the steps required to accomplish your goals:

1234

Login

Login to the Management Portal by clicking a sign-on provider or entering your Email Address and Password as shown in Exhibit 1. If you don't have an account, you can sign signup instantly by clicking here.
Management Portal Login Form
Now, navigate to Phone >Fax as shown in Exhibit 2a. Next click the create icon on the top right-hand side of the page as shown in Exhibit 2b.
Phone directory tab
Navigate to Phone
 Fill out Details
Create New Fax

Creating the Fax Account

Almost done! Complete the required fields and click the save icon on the top right-hand side of the page as shown in Exhibit 3.

For your convenience, a description of each field is given below:
Name
Enter a descriptive name for your Fax account.
License
Choose a license from the drop down menu.
Phone Number
When choosing a Phone Number Type, you will have the option to select a local, Toll Free or even an existing number you already have in your account.
Distribution File Type
Choose between tiff or pdf File Type.
Inbound Notification
Select who will receive inbound notifications from the drop down box.
Outbound Notification
Select who will receive outbound notifications from the drop down box.
Name the Fax account
Name the Fax account

Add Acceptable Sender

Now, you can control who is able to send faxes with this account by adding accepted senders.

Click the gear icon next to your fax account to navigate to the fax setting page and select Accepted Senders as shown in Exhibit 4a. Next, click the create icon on the top right-hand side of the page as shown in Exhibit 4b. For the sender Type select Contact or Domain as shown in Exhibit 4c. Contact will allow you to select a specific user, and Domain will allow you to enter a full domain and any email address using that domain will be added as an accepted sender.

Name the Fax account
Fax Settings
Name the Fax account
Create Accepted Sender
Name the Fax account
Add Contacts

Conclusion

Congratulations! You have now completed the "How-To Create an Fax account" article and we hope that you have accomplished the goals you set out to achieve. However, if for any reason you may still require assistance with setup, simply login to the Management Portal and submit a support request.


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Updated on July 6, 2018

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