How to create a fax contact

Instructions for setting up contacts (creating an address book)

The contacts module can be accessed from the main nav by clicking the contacts icon.

To create a single contact simply click the “Create” button and enter the requested information.

You will have options at the bottom of the contact record allowing you to keep the contact private to your user or available for anyone in the account to see. The same goes for being able to edit the contact.

You also have the ability to create organizations as contacts. Once an organization is created you will have the ability to associate contacts to that organization.

Contacts that are connected to an organization will then be nested under that organization for easier access.

A search box is also provided on the page.

Contacts can be accessed from the send fax screen.

How to Send Fax from Email

Another great feature of sFax (Synogen Fax) is the ability to send and receive faxes right from your email.

Note: This feature will only work from an email address associated with an active account in our system. If you don’t have an sFax account, please contact the helpdesk.


Addressing the email

To send a fax from email, compose a message from your email. In the To: field, type the 11 digit fax number (ex 18885551212) followed by @sendfax.synogen.it

 

*NOTE It is important to always use an 11 digit fax number when formatting the email. This means you need to include a “1” for faxing any number in the USA or CANADA.

 

Populating info onto a cover page

If you have your cover page setting turned on, sFax will automatically take details from your email and populate it directly onto a cover page (how to turn this feature on/off).

Email subject line will populate RE: field of the cover page. (see screenshot below)

 

Body of email will populate the Comments field of the cover page. (see screenshot below)

 

You will notice that the To: field on the cover page is populated with the destination fax number by default. To populate the name of a person/business instead of the fax number simply format as follows:

 

Attach your document to fax

When sending a fax from email you can attach multiple documents types (see below). You can attach a single document or multiple documents (varying formats is fine) and they will be rendered, converted to a faxable format, and sent to your destination fax number.

Once your documents are attached, simply hit SEND. That’s it! We’ll take care of the rest.

 

Allowed Email Attachments:

Image Files (TIFF, GIF, PNG, JPEG)

Adobe Acrobat Files (PDF)

Microsoft Office Files (DOC, DOCX, XLSX, PPTX)

Printer File Formats (PCL, EPS, PS)

Text Files (TXT, RTF)

TIPS: If you create a file using a scanner or print to file, always choose the option of black and white for the output.

Sending a fax from the Web Application

1. Login to the web portal with your account credentials at fax.synogen.it

2. Click the Fax icon in the main nav

3. Click the Fax link in the secondary nav

4. Enter your 10 digit fax destination number in the box next to the flag icon

5. You can also use the contact button to simply select a recipient from your contact list. In this case you do not need to type out the fax number, the system will automatically send to the fax number associated with the contact

6. The next step is to add the files you wish to send as your fax. There are multiple ways to do this.

  1. You can drag and drop files into the field provided
  2. You can click the Add File button and add files from your computer
  3. You can click the icon of a cloud service (box, dropbox, google drive) to sync your account and choose files directly from there

If you’d like to include a cover page simply toggle the slider below and enter the appropriate information

If you wish to add a tag to the fax (this will show up in your fax history) simply click the Tags button and choose (or create) your tag.

Click the SEND button.

That’s it. You will see a pop-up notification confirming your fax was sent.

You can always check the status of a fax on your Fax History screen. Learn more about using Fax History