Secure Cloud Fax Quick Guide

Secure Cloud Fax Quick Guide 4/24/2023 1 There are several different ways to send a fax using BullsEye Secure Cloud Fax: • Email • Portal • App Before sending a fax using the app, you’ll need to install it on to your desktop, tablet, or cell phone (see Appendix A). Sending a Fax via Email 1. Using your email application, (e.g., MS- Outlook), create a new email. 2. In the “To” field, enter the recipients fax number including a leading “1”, followed immediately by “@efaxsend.com”. Note: To send the fax via Enforced TLS Fax Transmission, you will enter the recipient’s fax number including a leading “1” followed by @efaxsendsecure.com in the To field. ▪ Complete the subject line and body of the message. ▪ If you would like, attach a document. ▪ Click Send. Secure Cloud Fax Quick Guide 4/24/2023 2 Sending a Fax via the Web Portal 1. Go to the following URL: https://www.efaxcorporate.com/corp/twa/login 2. Login ▪ Under the User tab, enter your Cloud Fax number you received via email when your account was first set-up (including leading “1”), Email Address or Account ID. ▪ Enter your Password. ▪ If you forget your password, click Login Help. 3. Click Submit. 4. Click on Send a Fax. 5. In the Send Fax To area, complete the fields that are applicable. NOTE: ▪ A “1” must be entered in front of your 10-digit fax number. ▪ In order to receive a fax receipt, a valid email address must be entered. ▪ Do not include any prefix you normally dial to get an outside line (such as 9). 6. In the Cover Page area, complete the Cover Page section. If a cover page is NOT to be included, remove the check mark. Secure Cloud Fax Quick Guide 4/24/2023 3 7. In the Attachments area, click on Browse to locate and select an attachment. View the name of your document in the field to validate that the upload was successful. NOTE: Up to 5 documents can be attached. The max file size per document is 6MB. Many different file types are supported. Click List of supported file types for more information. 8. Click Submit to send your fax. 9. A Fax Sent message will appear. Look at the bottom of the message to verify that the message was sent. NOTE: You should see the document name and a green check mark if the transmission was executed properly. Receiving a Fax To receive a fax, simply provide the sender your Cloud Fax number you received via email when your account was first set-up. If Once the fax completes, you will receive it via your email inbox. Secure Cloud Fax Quick Guide 4/24/2023 4 Managing Your Account Log-in to Your Account 1. Log in to https://www.efaxcorporate.com/corp/twa/login 2. Login ▪ Under the User tab, enter your Cloud Fax number you received via email when your account was first set-up (including leading “1”), Email Address or Account ID. ▪ Enter your Password. ▪ If you forget your password, click Login Help. 3. Click Submit. Reviewing/Updating Profile information 1. Click Profile on the right. 2. Review/update Profile Information as needed. 3. Click Update. The Profile page is redisplayed with the message Your account has been updated. Secure Cloud Fax Quick Guide 4/24/2023 5 Changing Your Password 1. Expand the Profile option on the right. 2. Select Change Password. ▪ Enter your Current Password. ▪ Enter your New Password. ▪ Confirm New Password. 3. Click Update. The message Your password has been changed is displayed. Updating Preferences 1. Expand the Preferences option on the right. 2. To add an additional email address to receive your faxes, click Receive Email Accounts: a. Enter the email address in the Add Address field. b. Click Add. -or- To delete an email address that’s receiving your faxes: a. Select one or more email addresses in the Delete Addresses field. b. Click Delete. 3. To add an additional email address from which you can send your faxes, click Send Email Accounts. a. Enter the email address in the Add Address field. b. Click Add. -or- To delete an email address from which you can send your faxes: a. Select one or more email addresses in the Delete Addresses field. b. Click Delete. Secure Cloud Fax Quick Guide 4/24/2023 6 Viewing Activity Reports 1. Expand the Activity Reports option on the right. 2. Select Received Logs or Sent Logs: By default, call activity for the past 30 days is displayed. 3. Change the Logs Received/Sent option (30, 60, 90) as desired. 4. To Print the report, click Print this page in the lower left. Accessing Received Faxes via the Message Center 1. Click Message Center on the right. Inbox is displayed. 2. Double click on a fax in your Inbox to display the details. 3. Click on the fax attachment to open it in Adobe Reader. From Adobe Reader you can print or save the fax as desired. Logging Out of the Web Portal Click Logout under the My Account options or under your name/fax number in the upper right of the page. The Secure Log-in page is displayed. Secure Cloud Fax Quick Guide 4/24/2023 7 Appendix A – Installing Apps Installing Desktop and Tablet Apps ▪ At the bottom of the Account Overview page, click on Download eFax Messenger. ▪ Follow the instructions to download the application to either your desktop or tablet. Installing Phone Apps ▪ Go to Google Playstore or the Apple Store. Perform a search for the eFAX app. ▪ Download and install it. ▪ Enter your User ID and Password.