Retarus Fax Portal Overview

Introduction

Retarus Enterprise Fax Portal homepage

The Enterprise Fax Portal homepage is the first page you see when you log into the fax portal. It gives you access to any faxboxes assigned to you, the folders set up within your assigned faxboxes, and the inbound and outbound fax messages in each of your faxboxes.

Your available options and faxboxes are determined by the role assigned to you by your organization’s administrator.

The Enterprise Fax Portal homepage is divided into four main sections.

	Enterprise Fax Portal Homepage Sections
1	The left navigation pane contains the list of your available faxboxes.
2	The top menu ribbon contains the Enterprise Fax Portal administrative options.
3	The menu ribbon for the current faxbox displays the current faxbox name and contains the New Fax, Address book, select folder to search, and the search in fax box options.
4	The current faxbox messages view for the selected folder.

Left navigation pane - List of available faxboxes

You see your available faxboxes in the left navigation pane after signing in and landing on the Retarus Enterprise Fax Portal main page. Only faxboxes that you have been granted access to will be displayed.

Click on any faxbox to open and display all the available folders.
→ Inbound, Outbound, and Trash are the default folders created for all faxboxes.
→ The faxbox owner and any admin with access to the faxbox can add, update, and delete folders and subfolders as needed.
Click any folder to open it and display the available subfolders.

Top menu ribbon - Enterprise Fax Portal administrative options

You can access the Enterprise Fax Portal administrative options from the top menu ribbon.

		Enterprise Fax Portal administrative options
1	Enterprise Fax Portal tab	Use this button to return to the main page with your available faxboxes.
2	Tenant name	This is the tenant name assigned to the space containing your faxboxes.
3	Settings icon ()	Use this icon to access the General, User management, Faxbox configuration, Integrations, Preferences, and Advanced settings options.
4	Information about icon ()	Displays the About Retarus information, including the current version of the application, description of the fax portal application, company description, and links to the privacy policy and legal disclaimer.
5	User’s avatar icon ()	Displays the user’s profile account information, the user’s current assigned role(s), option to add a picture for the user’s avatar, language preference, date and time preference, fax number format preference, and the sign out option.

Current faxbox options menu ribbon

The current faxbox main menu ribbon shows the name of the faxbox you are working in and gives you access to the New Fax, Address book, All folders, and Search in faxbox options.

		Current faxbox options menu ribbon
1	New Fax button	Use this button to create and send outbound faxes.
2	Address book button	Use this button to add, update, and delete address book contacts.
3	Current faxbox name	Displays the name of the current faxbox being viewed.
4	All folders list	Use the All folders dropdown list to select a folder to search.
5	Search in faxbox field	Use this field to enter the fax number to be searched in the folder you selected from the folder dropdown list.

Current faxbox messages view

The current faxbox messages view allows the user to view and search for faxes within the selected folder.

		Current faxbox messages view for the selected folder
1	Current folder selection	The purple outline indicates the current folder you selected.
2	Refresh icon ()	Use refresh to update the folder with the latest messages.
3	Current folder view	This label indicates the name of the current folder you are viewing.
4	Fax Transmission Date	The fax transmission date and time for each fax are displayed in this column.
5	From fax number	The sending fax number for each fax message is displayed in this column.
6	To fax number	The receiving fax number for each fax message is displayed in this column.
7	Fax transmission Status	The current fax transmission status for each fax message is displayed in this column.
8	No pages	The total number of fax pages transmitted for each fax is displayed in this column.
9	Message filter icon ()	Use the message filter icon to Clear all filters and also filter the fax messages in the current folder by messages that have been Dropped, Marked as read, and Marked as unread.
10	Current fax messages	List of fax messages for the folder you are currently viewing.