Sending a fax through the eFax Web Portal User Interface

Sending a fax through the Web Portal

1. Login to your portal at https://efax.winntel.com

2. Select the Send option from either your dashboard or the from the tabs listed

3. Recipient Info

• Fill in the pertinent information; this will translate directly on to the cover page

• Fax Number (required): The fax number your are sending to
•  Deliver To: The name of the person you are faxing
•  Sent From: This will default to your user name, but you can update it here
•  Fax Subject: Subject of the fax
•  Notes: This will show in the body of the cover page
•  Cover Page: This will allow you to select whether or not your fax is sent with a cover page or chose between available cover pages
•  Schedule: This will allow you to send immediately or delay sending to a future date
•  Tracking Key and Charge Code: are open fields that are searchable for future use (client codes, billing, etc.)

• Once it is completed to your satisfaction select the NEXT button in the top right

2: Attachments

• If you’re faxing an attachment select BROWSE to find your document

• You can select up to 10 attachments per fax

• Once you have the documents attached select NEXT in the top right

3: Preview Fax

•  From the Page Preview page you will see how many documents you’ve attached and the layout of the cover sheet

•      Please note that no information will show in the example

Select NEXT in the top right

4: Send Fax

• From this page you can add a Type, Folder or add notes that are searchable in the future when looking for this fax again.

• You can also include up to 5 other recipients of the fax via email or fax delivery.

• Once you’ve made your selection (or left this blank) hit SEND in the top right

5. Confirmation

• This page gives you a little information about the sent fax

• Message #
• How many attachments were included
• The primary recipient
• And the fax number you are sending to
• You can also choose to Send a new fax or Send this same fax to someone else

Published by Tdoty

Article ID: 4
Created On: Thu, Sep 13, 2018 at 2:57 PM
Last Updated On: Fri, Sep 14, 2018 at 10:33 AM
Authored by: IPNOC [ipnoc@winntel.com]

Online URL: https://kb.winntel.com/article.php?id=4