CallTrackingMetrics Faxing Service

Enabling a Fax Number

In order to send or receive a fax you will need to enable a Fax number.

• In order to use faxing you will need to have a fax enabled phone number.  In order to have a fax enabled number go to the Buy Numbers page.  The fax enable phone numbers have a checkmark.

• Once acquired go to Numbers → Fax Numbers, select → Set up as Fax number

• Follow the prompt to Set Up as Fax Number

Now you can view which numbers are fax capable

Note:

• Phone numbers can either be fax or voice (not both)
• Once you set up a fax number it can no longer receive voice calls (until you switch it back, by going into the fax numbers page and reactivate it into a voice number)
• Once you switch the number over to voice number, it will prompt telling you that you can no longer receive faxes 

Send a Fax

• To send a new fax select → New Fax 
• Add a “To” Number 
• Select a “From” number for the recipient (If multiple fax numbers are enabled, you’ll be able to select multiple fax numbers that show up in the drop-down)
• Select a PDF document you would like to send Note: Only PDF documents are supported at this time
• Select → Choose File (choose file) 
• Select Send

The fax log can be found in: Activity → Faxes.  This log will show all inbound and outbound that are in progress or have been received.  In order to view the fax just click on the icon to view a fax.

Activity Fax Log

Inbound Fax Icon

Outbound Fax Icon

Fax Preview

Other Notes:

• Charges apply for both inbound and outbound faxes per page
• If redaction is turned on, it will delete fax content as part of the scheduled redactions period
• The fax documents will be available to view for the life of the account unless redaction has been implemented