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Add Native Fax Account

Scope​

Intended Audience: White Label Partners

This document will show you how to add a fax number to a user and explains the methods available and handling inbound options.

Requirements​

  • White Label Access to Manager Portal

  • DID Treatment must be set to available

  • Max Fax Numbers on domain must not be set to disabled NOTE: There is a known issue where fax accounts cannot be added when the Max Fax Number is set to 1. To add the account, set it to unlimited or 2, then change the limit back once done.

We currently do not support mass import for assigning fax number to a user. Please see Considerations with Native Fax for more information.

Adding a Fax Account to a user​

NOTE: Sent and Received faxes in the Manager Portal are kept for 365 days only.

  1. Login with a Reseller account in the Manager Portal

  2. Navigate to Domains > Select the domain > Inventory

  3. Click on the Fax Accounts tab. Click

  4. In Add a Fax Number modal window.

    1. Select a Phone Number from the dropdown list
    2. Enter the user extension or name in the Primary User field. NOTE: Create a fax only user if the email is different from their existing available users
    3. Enabled Methods: <Refer to the table below>
    4. Inbound Fax Handling: Refer to the table below
    5. Click Add when done.

NOTE: If the Fax Number does not appear under the fax accounts tab after the above steps are taken, please reach out to support for assistance.

Methods & Inbound Fax Handling​

MethodsDescription
EmailSend a fax to an email to send a fax
PortalSend a fax in the Manager Portal
ATAAllows Fax Machine connected to a supported ATA
Inbound Fax Handling
Email w/AttachmentSends email to the user without the fax attachment but with a link to navigate to the portal fax page
Email w/o AttachmentSends email to the user with the fax as an attachment
PortalJust allow the user to view the fax in the Office Manager portal
ATA Device Option(Optional) Only available when the ATA method is selected
Device TypeList of available ATA
Serial NumberThe serial number of the selected ATA

What's next?​

  1. How to send fax from the Manager Portal
  2. Add a supported ATA to the user if you want to use a fax machine
  3. Do you want to send fax via email? Please consider this doc on how to