Sending efax or electronic fax allows for faster document exchange. As a wireless solution, it offers better accessibility and convenience. It works without office machines, letting you send the efax through email, computer, phone, or web application.
This guide on sending efax walks you through the simple process of faxing documents electronically.
How to Send an Efax (Steps)
Sending an Efax: Step-by-Step Guide
Follow the send efax tutorial below to fax documents seamlessly and wirelessly, free of busy signals and paper jams.
1. Choose a trusted efax provider
A secure and reputable efax provider offers significant advantages that help boost fax workflows and increase efficiency. It pays to compare different providers, thoroughly examining the solutions and features they offer.
Efax providers like iFax can ensure compliance with various security and privacy regulations, making it the best choice for those in regulated industries like healthcare, insurance, and finance.
2. Select how you want to send the efax
Sending a document by electronic fax can be done in multiple ways. It can be through email, computer, mobile application, or a third-party CRM or DMS platform.
Multiple ways to send an efax include:
- Email: Gmail, Outlook, and other cloud-based email services
- Web: Works on browsers like Chrome, Edge, and Firefox)
- Computer: Fax software
- Mobile device: Fax app for phones and tablets
- Third-party platforms (via Zapier or API)
How you do it depends on your specific efaxing requirements. For example, you can benefit from faxing directly through email to streamline workflows without additional software.
3. Attach the documents and add recipient details
When efaxing documents, remember to check whether your electronic fax provider supports the document format you want to send. When digitizing hard copies, saving them as PDF or DOCX would be ideal.
While optional, it’s also best to include a fax cover sheet. This page conceals sensitive fax content, adding another layer of privacy. A cover page also makes the fax look more professional. Plus, it helps the receiver quickly identify key details like the total number of pages and addressee.
Enter the correct recipient contact information and other details like name, telephone number, and business address.
4. Preview and send
Run a final check on your electronic fax and ensure everything you entered is correct to avoid transmission errors. Once everything is set, send the efax. Wait for the email or app notification stating your electronic fax has been successfully delivered to your recipient’s fax number.
Some providers, like iFax, support automatic retries, which means they will try to send the fax again should their initial attempt fail due to connection interruptions.
5. Use scheduled sending
Making use of scheduled sending ensures timely fax delivery while optimizing productivity. It’s a valuable feature that you can utilize to send an efax at optimal times beyond peak hours.
6. Enable API and third-party platform integrations
Further streamlining your fax workflows through advanced features like API and third-party integrations can boost faxing efficiency. It eliminates a big chunk of manual work, enabling businesses to perform all document-related tasks in one platform rather than switching between multiple apps.
7. Send efax to multiple recipients
Another significant benefit of electronic faxing is sending documents to multiple recipients. It saves time and eliminates the hassle of repeating the transmission process for each fax.
To send an efax in bulk using iFax, choose the fax broadcasting option and set up a custom list of contacts. You can also create and save broadcast fax templates to ensure consistency and detail accuracy.
Confirming and Tracking Your Efax
Knowing how to send efax is one thing, but it doesn’t end there. Keeping track of the faxes you send allows for better compliance, document organization, and dispute resolution.
iFax gives you the advantage with its comprehensive fax tracking and monitoring system. Its audit trails let you verify delivery statuses. You can also view, filter, and export fax reports and user activities.
Sending an Efax Is Easier and More Secure With iFax
Faxing hundreds of hard copies can be quite costly for your business. Why settle when there’s a more cost-effective solution? To send an efax means benefiting from all the features modern wireless faxing offers.
iFax offers:
- Scalable solutions for sending efaxes in high volumes
- Enterprise-grade security to safeguard confidential information
- Seamless cloud storage integration (Google Drive, Microsoft OneDrive, SharePoint)
- Advanced features like broadcast faxing, AI automation, Fax API
Let your business stay ahead with an efaxing solution that reduces costs and enhances productivity.
Send an efax now. Start free or get a demo of how iFax works.
