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Send a Fax with RingCentral: Difference between revisions

m (Bclough moved page Send a Fax with HelloFax to Send a Fax with RingCentral: HelloFax is deprecated)
 
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RingCentral offers a convenient way to send faxes directly from your computer or mobile device.
RingCentral offers a convenient way to send faxes directly from your computer or mobile device.


Prerequisites:
'''Prerequisites:'''


*Get approval and have faxing enabled for your RingCentral account
*Get approval and have faxing enabled for your RingCentral account
*Log in to Your RingCentral Account on your laptop or mobile device
*Log in to Your RingCentral Account on your laptop or mobile device


Access the Fax Feature
=== '''Access the Fax Feature''' ===
Web: Look for the "FaxOut" icon or a similar option in your RingCentral dashboard.
Mobile: Tap the "+" button and select "New Fax."
Enter Recipient Information
Phone Number: Input the recipient's fax number in the "To" field.
Contact List: If the recipient is already in your contacts, you can select them from the list.
Attach Your Document
Upload: Click the "Attach" button and select the file you want to fax from your computer or device.
Drag and Drop: You can also drag and drop the file directly into the designated area.
Customize the Fax (Optional)
Cover Page: Choose a cover page template or create a custom one.
Notes: Add any additional notes or information you want to include.
Send the Fax
Click the "Send Now" button to transmit the fax immediately.
If you prefer to schedule the fax for a later time, select the "Send Later" option and choose a date and time.
Additional Tips:


RingCentral plans allow you to send faxes directly from your email. Simply compose a new email, enter the recipient's fax number in the "To" field, and attach your document.
* Tap the '''''+''''' button and select '''''New Fax > Enter Recipient Information > Phone Number''''':
Fax Broadcasting: If you need to send the same fax to multiple recipients, you can use the fax broadcasting feature.
* Input the recipient's fax number in the '''''TO''''' field ''or'' use the Contact List if the recipient is already in your contacts
Fax History: You can view a history of your sent and received faxes in your RingCentral account.
* '''''Attach Your Document > Upload > click''''' Attach. You can also drag and drop the file directly into the designated area.
* (Optional) Cover Page: Choose a cover page template or create a custom one. Notes: Add any additional notes or information you want to include.
* Click the '''''Send Now''''' button to transmit the fax. If you prefer to schedule the fax for a later time, select the '''''Send Later''''' option and choose a date and time.
 
==== Additional Tips: ====
 
* RingCentral plans allow you to send faxes directly from your email. Compose a new email, enter the recipient's fax number in the '''''To''''' field, and attach your document. Remove all other information including signature..
* Fax History: You can view a history of your sent and received faxes in your RingCentral account.
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