How can I send a new fax?

How can I send a new fax?

Choose a fax line, reuse shared note templates for the automatic cover page, add recipients and documents, and check each delivery result in Sent.

Before you send

Open Fax → Send fax in the Office Portal. You can also use Quick Action → Send Fax. Make sure your account has a fax line and that your documents are complete and readable.

1. Choose the sending line and recipients

1. In From · Fax number, check the line that will send the fax. A default may already be selected; confirm it is the right one.
2. Enter the Recipient fax number. Use Add recipient for additional destinations, or select a saved recipient from Fax contacts.
3. Optionally enter Recipient name and Notes. These appear on the cover page. Check this text before sending it to anyone.

The same fax is sent individually to each recipient. When using several destinations, keep the shared cover-page text appropriate for all of them.

Reuse notes with cover-page templates

The cover page is generated automatically. Templates beside Notes saves reusable note text; it does not change the cover-page layout.

1. Click Templates → New template.
2. Enter a Template name and the reusable Note text, then click Save template.
3. For a later fax, open Templates and click the saved template to insert its text into Notes.
4. Review the inserted text and adjust the details for this recipient before sending.

Note templates are shared with your team. Keep reusable text general and review it for each fax. Choosing a template fills the notes; it does not send the fax or choose the recipient.

2. Attach the documents

1. Under Attachments, drag files into the box or choose browse.
2. Use PDF, TIF, JPG, PNG, DOC, DOCX, XLS or XLSX. You can attach up to 6 files, with a maximum of 30 MB total across the attachments.
3. Review the attached files and make sure every required page is included. For a document that must follow a specific page order, prepare one ordered PDF before attaching it.

3. Review, send and check the result

1. The cover page is generated automatically. Preview example opens a sample of that cover page; it is not a preview of your attached documents or proof of delivery.
2. Check the sending line, every recipient, the cover-page text and the files, then click Send fax.
3. Open Fax → Sent and check the result for each recipient. Sending the request does not mean delivery is already complete. Avoid sending another copy while you are still checking the first attempt.

Continue with Sent Faxes and Delivery Status.

Save time on future faxes

Use Fax contacts for regular recipients, and Configuration to review your company or personal default sending line.

Need help?

Call, text or WhatsApp: (833) 966-4835 · info@zonitel.com