Fax

View
From here, a user can view all locally stored inbound and outbound faxes (if local storage is enabled for the user), and send outbound faxes to anyone.

Fax Columns
Each fax will display the following information:

• Date: The date and time the fax was received or sent.
• From: The user number or caller ID (CID) of the sender.
• To: The user number or fax number of the recipient.
• Status: The status for the fax.
• Pages: The number of pages for the fax.
• Controls: Buttons to view, download, forward, or delete the fax, as described below.

Controls (Buttons)

Throughout UCP, buttons allow you to view and manage saved faxes. In the Inbox, Archived, Outgoing, Sent, and Failed folders, you'll find some or all of these buttons: 

• View PDF in Browser: Displays the PDF file of the fax document in your browser, if your browser is configured to view PDFs.
• cloud Download: Downloads the PDF file of the fax to your computer.
• Forward: Lets you send the fax to another recipient - either an outside number or an internal extension.
•  Delete: Lets you delete a fax
• Cancel: Used to cancel an outgoing fax

Folders
Faxes can be filed under the following folders:

Inbox
Faxes that have not yet been viewed.

Archived
Faxes that have been viewed but not yet deleted.

Outgoing
Faxes in the process of being sent. The page will show the current status of the fax. Information updates automatically in near real-time with no need to reload the page.

• You'll see "In Progress" if the system is still in the process of sending (or trying to send) the fax.
• You'll see "OK" if the fax was sent successfully.
• The system will also display messages related to any errors that are encountered, such as "Retrying" when it's trying to send a fax again after a failure.

Sent
Faxes that have been sent successfully.

Failed
Faxes that have not been sent successfully.

How To Send a Fax
Create one or more PDF or TIFF files on your computer. Multiple pages and/or multiple documents are acceptable and will be merged to create one fax (but not one fax document, each document uploaded with be one page or more).

To send a fax click the Send Fax button in the Fax widget:

Basic options include Destination, whether to use a Coversheet, and the Document(s). (If you enable the coversheet, additional options will appear).

• Destination: Enter the fax number of the recipient.
• Coversheet: This is Off by default.

Click the switch to toggle the on/off setting. If the switch is set to On, additional fields appear:

The information you enter will appear on the cover sheet.

• Recipient Name: The name of the person you are sending the fax to.
• Message: A short message to include in the cover sheet.
• My Name: The sender's name is pulled from User Management settings, but you can override it here.
• My Telephone: The sender's phone number is pulled from the User Management settings, but you can override it here.
• My Email: The sender's e-mail address is pulled from the User Management settings, but you can override it here.

Document(s)

Documents must be in PDF or TIFF format.

A single fax can contain one or more documents. There are two ways to upload documents to be included in your fax:

• Click the Upload Document button to select a file from your computer,
• OR drag and drop files from your computer to the Drag New Documents Here area.

The uploaded file(s) will appear in a list:

• To view a file, click the PDF  button.
• To remove a file from the list, click the trash button.

Send
When ready to send the fax, click the Send button on the bottom right corner.

Once send has been clicked the Fax interface will send you directly to the Outgoing folder.

When a fax has been sent successfully, it will be moved to the Sent folder. If it fails to send and all retry attempts have been exhausted, it will be moved to the Failed folder.

How to Receive a Fax in UCP

Inbox Folder
Receiving a fax in UCP is easy - just check your Inbox! You don't need to be logged into UCP at the time a fax is received. In the Fax widget just click the Inbox menu item to view the inbox.

For instructions on enabling/disabling notifications in your web browser, please see UCP Settings.

Fax Settings in UCP
Users can manage their fax settings directly from UCP.

To do this click the gear icon in the widget's title.

Fax Settings update automatically as new information is entered. There is no "Save" button.

• Fax Email: The e-mail address to send inbound faxes to when this user receives a fax.(Need to contact your PhonePro Professional to have this updated).
• Outgoing Station ID: The fax number that will be displayed at the top of each outbound fax.
• Outgoing Header: Text, such as a company name, that will be displayed at the top of each outbound fax page.
• Coversheet Name: The name of the person who is sending the fax. This will be displayed in the "From" section of the cover sheet.
• Coversheet Telephone: The voice telephone number of the person who is sending the fax. This will be displayed in the "From" section of the cover sheet.
• Coversheet Email: The e-mail address of the person who is sending the fax. This will be displayed in the "From" section of the cover sheet.