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FAXES


If you have a fax number through Intulse you will be able to receive, send and monior faxes through the Intulse app even if you have and utilize a physical fax machine.


Received

The Received screen will show all incoming faxes you have received. You will be able to see the date and time the fax was received,which number the fax came fromand which number the fax was sent to. You will also be able to download or delete any fax on this screen using the Download and Delete buttons on the right hand side of any given fax.


Sent

The Sent screen will show you the all the faxes you have sent and provided status updates for faxes you are currenly sending. When you first send a fax it will appear on this screen with the status of "Processing" once a fax has completed it will show a status of "Successful" and if it has failed it will show as failed. You can also download or delete any fax on this screen using the Download and Delete buttons on the right hand side of any given fax.


Send Fax

The Send Fax will allow you to send faxes through the Intulse app via PDF documents. To send a fax, navigate to the Faxes- Send Fax Screen. You can drag the document(s) from your computer onto the outlined drop section or click browse and navigate to your document(s) there.

Next select a From Number from the From Number drop down list. Type in the name of the fax receipeint in the Recipient Name field and then enter the recipient number in the Recipient Number field. You can also start typing in the Recipient Number and Recipient Name field to search your local Intulse App contact, as well as your contacts in your integrations (Redtail, Wealthbox, etc)

You can also include a cover page with your fax. Simply check the box for "Include a cover page with this fax" and fill in the details. The app will then generate a cover page for your fax and prepend it as the first page of your fax.

Once completed, click the Send Fax button to send your fax, the fax will then show up on the Sent section of the fax screen.