If you have a fax number through Intulse you will be able to receive, send, and monitor faxes through the Intulse app even if you have and utilize a physical fax machine.
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.
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.
The Send Fax screen will allow you to send faxes through the Intulse app via PDF documents. 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.
