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The User Management Module controls if a user will be able to add this widget in UCP.

Table of Contents

Views

From here, a user can view all locally stored inbound and outbound faxes (if local storage is enabled for the user), and send outbound faxes to anyone.

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Fax Columns

Each fax will display the following information:

  • Date: The date and time the fax was received or sent

  • From: The user number or caller ID (CID) of the sender.

  • To: The user number or fax number of the recipient.

  • Status: The status for the fax as reported by Asterisk.

  • Pages: The number of pages for the fax as reported by Asterisk.

  • Controls: Buttons to view, download, forward, or delete the fax, as described below.

Controls (Buttons)

Throughout UCP, buttons allow you to view and manage saved faxes. In the InboxArchivedOutgoingSent, and Failed folders, you'll find some or all of these buttons: 

  • (blue star) View PDF in Browser: Displays the PDF file of the fax document in your browser, if your browser is configured to view PDFs.

  • (blue star) Download: Downloads the PDF file of the fax to your computer.

  • (blue star) Forward: Lets you send the fax to another recipient - either an outside number or an internal extension.

  • (blue star)  Delete: Lets you delete a fax

  • (blue star)  Cancel: Used to cancel an outgoing fax

Folders

Faxes can be filed under the following folders:

Inbox

Faxes that have not yet been viewed.

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Archived

Faxes that have been viewed but not yet deleted.

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Outgoing

Faxes in the process of being sent. The page will show the current status of the fax. Information updates automatically in near real-time with no need to reload the page.

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  • You'll see "In Progress" if the system is still in the process of sending (or trying to send) the fax

  • You'll see "OK" if the fax was sent successfully

  • The system will also display messages related to any errors that are encountered, such as "Retrying" when it's trying to send a fax again after a failure.

Sent

Faxes that have been sent successfully.

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Failed

Faxes that have not been sent successfully.

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How To Send a Fax

Create one or more PDF or TIFF files on your computer. Multiple pages and/or multiple documents are acceptable and will be merged to create one fax (but not one fax document, each document uploaded with be one page or more)

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Basic options include Destination, whether to use a Coversheet, and the Document(s). (If you enable the coversheet, additional options will appear.)

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Destination

Enter the fax number of the recipient.

Coversheet

This is Off by default. Click the switch to toggle the on/off setting.

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  • Recipient Name: The name of the person you are sending the fax to.

  • Message: A short message to include in the cover sheet.

  • My Name: The sender's name is pulled from User Management settings, but you can override it here.

  • My Telephone: The sender's phone number is pulled from the User Management settings, but you can override it here.

  • My Email: The sender's e-mail address is pulled from the User Management settings, but you can override it here.

Document(s)

 

Info

Documents must be in PDF or TIFF format.

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  • To view a file, click the (blue star)  button.
    To remove a file from the list, click the (blue star)  button.

Send

When ready to send the fax, click the Send button.

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When a fax has been sent successfully, it will be moved to the Sent folder. If it fails to send and all retry attempts have been exhausted, it will be moved to the Failed folder.

How to Receive a Fax in UCP

Inbox Folder

Receiving a fax in UCP is easy - just check your Inbox! You don't need to be logged into UCP at the time a fax is received. In the Fax widget just click the Inbox menu item to view the inbox.

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For instructions on enabling/disabling notifications in your web browser, please see UCP Settings

Fax Settings in UCP

Users can manage their fax settings directly from UCP.

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