Create a new faxbox

Only administrators assigned to a tenant have access to create faxboxes.

• A "faxbox," similar to a shared or group mailbox, is a centralized hub where individual users or groups receive, send, organize, and manage fax messages.

• Fax numbers and users are assigned to work in faxboxes.

• Typically, faxboxes are created when a team needs to collaborate on inbound faxes and manage their workflow.

• By default, a newly created faxbox contains an inbound, outbound, and trash folder.

• Administrators with access to the faxbox can create additional folders and subfolders to enhance efficiency and organization.

To create a new faxbox:

1. Click the Settings icon on the main Retarus Fax Portal page.
   → The User management screen opens and displays any admins, the default group and any other groups that may have been previously created.

2. Click the Faxbox configuration tab.
   → The Faxbox configuration screen displays with the Create faxbox button.

3. Click the Create faxbox button.
   → The Create faxbox screen displays and takes you through the five faxbox creation steps.
   → At this point your faxbox is created, but there is still some information about the faxbox to be added and configuration steps to be completed. From here you have the option to exit the “Faxbox configuration” screen and return later to complete the remaining faxbox configuration steps, or you can continue completing the remaining faxbox configuration steps.
   

4. At the prompts:

   1. Click inside the “Faxbox name” field and type the Faxbox name.

   2. Click inside the “Description” field and type a Description for the faxbox.
      → As a best practice, it is recommended you include some information about the team or department that will be using the faxbox or about the process or application associated with the fax box.

   3. Type a few letters of the Faxbox owner’s name to display the autocomplete list of owners, and select the Faxbox owner from the list of available owners.

   4. Click the Save & next button.
      → The add Fax numbers screen displays.

5. To assign a fax number to be used as the outbound number for sent fax messages, you have the option to 1) enter a fax number manually or 2) choose a fax number from the available list of sent fax numbers:

   1. Click inside the first Search fax number field.

      1. Maanually enter a specific fax number by typing a plus sign, the country code and fax number, or

      2. Select a number from the autocomplete list by typing a plus sign or the first few digits of the country code and area code and select the fax number from the autocomplete list of available fax numbers.

6. To assign an inbound fax number or fax numbers allowed to receive inbound faxes in this faxbox:

   1. Click inside the second Search fax numbers field.

   2. Type a plus sign or the first few digits of the country code and area code to display the autocomplete list of fax numbers and select the fax number or fax numbers from the list of available fax numbers.

   3. Click the Save & next button.
      → The Organize screen displays and allows you to create and organize your folders.

7. To add folders and subfolders:

   1. Click inside the + Add folder field, type the new folder’s name, and press enter.

   2. Click inside the + Add subfolder field, type the new subfolder’s name, and press enter.
      → Two subfolders can be created under each folder.

   3. To display the second level subfolder, double click the name of the folder you just created, click inside the + Add subfolder field, type the name of the second level subfolder, and press enter.

   4. Click the Save & next button.
      → The Assign Members screen displays and allows you to assign user groups and users.

8. To assign user groups and users:

   1. Click inside the Select user group field.

   2. Type a few letters of the user group's name to display the autocomplete list of user groups, and select the User group from the list of available user groups.

   3. Click inside the Select user field.

   4. Type a few letters of the user's name to display the autocomplete list of users, and select the User from the list of available users.

   5. Click the Save & next button.
      → The faxbox Complete screen and the Faxbox successfully created message displays.

9. To view the new faxbox you just created:

   1. Click the Retarus Enterprise Fax Portal button in the top left corner of the menu ribbon.
      → Your list of faxboxes displays.
      → The newly created faxbox should now be included in your list of available faxboxes.