eFax Send and receive instructions

To send and receive faxes you will first need to log into the eFax portal with your fax number and the password that was provided to you. If you do not have your password or if you have locked yourself out of the portal, please notify IT.

You can access the portal from the UPIC/Virtual Office remote desktop via Google Chrome or Mozilla, please note the website does not work well with the internet explorer browser installed in the UPIC environment.

https://www.efaxcorporate.com/myaccount/login

After you successfully login, you will be presented with the following screen

From this screen you can select:

• View Faxes to view/download the faxes that were sent to your fax number
  
• Send Faxes  to send faxes
  
• Reports  to see the usage reports
  
• Account to change account settings and password for your account- It is a good habit to periodically change the password  and especially when someone leaves who had access to this portal.
  

The following sections will provide instructions on how to send, receive faxes and managing contacts.

Receiving Faxes

When someone sends you a fax, the email address associated with the account will receive a notification like the one below. You can now log into the eFax portal to download the message. 

Note: Use Google Chrome or Mozilla firefox browser, do not use internet explorer, you will receive an error while downloading the fax

You will notice in the image below that there is one fax that was sent to this number. You can now select the fax and preview it, you will then have to click the “View Fax” link in the preview window to download it and save to your department drive. You will notice that you can create folders using the “New” button to keep your inbound faxes organized. You can also create/upload contacts that you send faxes to frequently – this is covered at the end of this document..

Sending Faxes

To send faxes select the “Send Fax” link on the home screen.  You will then be presented with the following window.

1. You can either choose the contacts once you have saved/uploaded them to “Contacts” in eFax or type in the name of the contact in the search box. If you don’t have the contacts set up then you can just enter the fax number, make sure that you add the number 1 before the actual fax number.
   
2. Once you enter the contact information make sure you click the “Add” button to include the number to the recipients list. 
   
3. You can send the same fax to a maximum of 10 recipients.
   
4. Cover letter is optional, if you uncheck this box cover letter will not be sent. To include the cover letter, enter the details into the text boxes provided for “Subject” and “Message”.
   
5. Select the fax document that you want to transmit by clicking the button “Choose Files”. You can send up to 10 files and the total size of the files should not exceed 20Mb.
   
6. Once you have completed and reviewed the form,  click “Send Fax” to transmit the fax.
   

Managing Contacts

You can manage your contacts by adding them to your eFax account. These contacts will be available from any one that uses your credentials to log into eFax. You can get to the contacts screen by clicking on view faxes and selecting the contacts tab.

To add a contact simply click the “Add” button and the “Add Contact” window will show up and once you add the contact information click the “Save” button to add the contact to your address book.