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Forward a fax

You can easily forward a fax to another fax number from the main page of any folder. There are two ways you can do this:

  • While hovering over a fax message

  • While previewing a fax message

Both options open the Forward Fax window where you complete the same steps to forward your fax.

Forward a fax when hovering over a fax message

  1. Hover over the fax message to be forwarded and click the More actions icon (image-20250317-165333.png).
    → The More actions menu opens.

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  1. Click to select the Forward option.
    → The Forward Fax window opens.

Forward a fax when previewing a fax message

  1. Click to select and preview any fax message in the current folder view.
    → The fax opens in the document preview window on the right side of the screen.

  2. Click the More actions icon (image-20250317-165333.png) in the top right corner of the fax preview window.
    → The More actions menu opens.

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  1. Click to select the Forward option.
    → The Forward Fax window opens.

Forwarding the fax

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After the Forward Fax window opens (using either method), follow these steps:

Enter recipient information
  1. Click inside the To field.

  2. Enter the recipient information:

    • To manually enter a fax number, type a plus sign (+), followed by the country code and fax number, with no spaces (e.g., +12013770597).

    • To use the address book, type a +, the first digits of the fax number, the first letters of the company name, or the recipient's first name to display a list of available contacts. Then, select the desired recipient.

Add a subject
  • Click inside the Subject field and enter your subject.

Attach additional documents (optional)

📌 Fax forwarding as email

When you select the forward option, the fax is automatically generated as an email attachment. You can also include additional documents as attachments in the forwarded fax message.

You can attach up to 10 PDF documents, and the combined total file size must not exceed 150 MB.

Attach manually

You can upload documents directly from your local computer:

  1. Click the Attach file button.

  2. Select the files you want to send, then click Open.
    → The selected files are displayed underneath the Attach file button.

Add from the Document library
To attach documents that are already stored in your centralized repository:

  • Click the Select from Document library dropdown next to the Attach file button.

  • Click on a document in the dropdown list to select it.
    → When selected, a checkmark appears next to the document name.
    → The selected documents are added and displayed underneath the Attach file button.

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Reorder attached documents

You can change the order in which your documents are sent:

  • Click the Reorder button to activate reorder mode.

  • Click and drag the handle icon (≡) next to each attached document to arrange them as needed. The new order determines how the documents appear in the fax.

  • Click the Close reorder button to exit reorder mode.

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Add a cover page (optional)

You can send the fax with or without a cover page. To include a cover page:

📌 If you don’t see any cover pages, none are configured for your account. Contact your administrator if you need one.

  1. Select the desired cover page in the list of available options.

  2. Enter a message in the Your message field, if needed.
    → The message appears on the first page of the fax.

  3. Complete the Recipient company name and Recipient name fields.

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Forward the fax
  • Once all required fields are completed and your fax is ready, click the Forward Fax button in the bottom right corner.
    → The window closes, and a confirmation message is displayed.

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