FAXES

If you have a fax number through Intulse you will be able to receive, send, and monitor faxes through the Intulse app regardless of whether you have and utilize a physical fax machine.

INCOMING

The Incoming screen will show all faxes coming into your organization. You will be able to see the date and time the fax was received, which number the fax came from, and the number to which the fax was sent. 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.

• Click the blue Download button to download a pdf of the fax.
• Click the red Delete button to completely delete the fax.
• Click the grey Claim button to let others in your organization know that you are handling this fax.
  • Others will still be able to view the fax, but they won't be able to claim or delete it. This simply lets them know you are handling the communication.
  • Once you have claimed a fax, you will see a button allowing you to Unclaim the fax.
• If you have claimed a fax, you will also see a grey button to mark the conversation Private.
  • Others will see that the fax exists, but they will not be able to download it, claim it, or delete it. Only system administrators will be able to access it.

OUTGOING

The Outgoing screen will show all the faxes you have sent, and provide status updates for any faxes that are currently 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" or, if it has failed, it will show a status or "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 screen will allow you to send pdf documents as faxes through the Intulse app. To send a fax, navigate to Faxes › Send Fax. You can drag the document(s) from your computer onto the outlined drop section of the screen, or click the "Browse" button to locate your document(s).

Next, select a From Number from the drop-down list. Type in the Recipient Name for the person receiving the fax and then enter the phone number in the Recipient Number field. You can also start typing in the Recipient Name or Recipient Number fields to search for contacts in your Intulse app or any integrations (Redtail, Wealthbox, etc).

If you want to include a cover page with your fax, simply check the box to "Include a cover page with this fax" and fill in the details. The app will then generate a cover page and prepend it as the first page of your fax.

Once completed, click the Send Fax button and your fax will appear on the Outgoing screen of the fax tab.