- If you’re looking for a specific fax, use the search bar at the top and type the name of a sender, recipient, and fax number. You may also toggle on “Search inside faxes” to find documents with specific terms.
- Filter faxes sent and received by method or user, direction, status, or time frame
- Browse through the pages of faxes by going through the displayed number of faxes in the screen at the bottom
- Download a spreadsheet log of all faxes received and sent
- Each row represents a fax received or sent
- The arrow next to the name under the “To” column indicates whether it’s inbound or outbound. If it’s pointing North-East = Outbound, South-West = Inbound
- Click on the negative spaces within the row to view the fax
- Select the name of a contact to review a log of all related faxes for that contact
- Add contact details for numbers with no contact assigned yet
- Assign faxes to user(s) for their processing
- Review the status of the faxes sent and received
- Update status of fax to Done to change it to the latest status
- Feel free to move the faxes to any folders you’ve created
- Clicking on the kebab icon at the most right of each row will give you options on what action to take with each fax: Mark as Done/Not Done, pull a Transmission Receipt, Annotate or eSign, Reply to Sender, Forward as New Fax, Mark as Unread, Block Sender, or Delete
- To send a fax, click the New fax button on the screen’s bottom-right corner.
On the menu on the left hand side of the screen:
- Click the Inbox on the right-hand to view incoming and outgoing faxes.
- To view the faxes you have opened and marked confirmed, click the Done folder.
- The Folders contain labeled files connected to the cloud storage for syncing and backup. When you click the kebab icon, a sub-menu will appear prompting you to create a folder or sync files to Google Drive, OneDrive, and Dropbox.
- The Team Member option lets you add new users, create user group permissions, and activate single sign-on for team members.
- Manage your fax numbers or assign team members with the Fax Numbers option.
- Access and manage your contact lists.
- Go to Reports & Activity to get a visualization of faxes sent and received over time
- Click on the “i” icon next to Email to Fax to see the four-step process on how to send faxes from your email
- Use the Broadcast Fax to send the same fax in bulk to a list of accounts
- Check available Integrations & API to connect with iFax
- Set-up Your Fax Page so anyone can send you a fax without having access to a physical fax machine
- Review our Pricing Tiers
- Reach out to our Support Team
- View your allowance used along with your subscription plan
- Click on the gear icon to access your account settings