eFax (Sending and Receiving)

What is eFaxing?

Traditionally, faxes are sent and received through a physical fax machine, which may be incorporated with your printer/copier. eFax will still send to and receive from traditional fax machines but replaces your physical fax machine with an online fax portal.

Through the eFax portal you'll be able to view and download sent and received faxes. You'll also have the option to set up fax-to-email which will send a copy of incoming faxes to up to three (3) email address. These same email addresses would also receive fax confirmations when a fax is sent.

Kontak CloudRetriever offers a hybrid faxing option as well where all incoming faxes are received virtually and all outgoing faxes can be sent using either a traditional fax machine or through the online fax portal.

How do I access my eFax Portal?

1. Using a web browser, preferably Google Chrome, navigate to the URL voice.cloudretriever.com

2. Log in to the portal then click the eFax/SMS/UCP option on the App Selection screen.

3. Select your organization from the list

4. In the navigation panel on the left, click eFax. You will be given the following menu options:  Inbox, Outbox, Recycle Bin, and eFax Settings.

How do I send an eFax?

1. Select "Outbox" under the eFax menu.

2. Click the green SEND EFAX button at the top of the screen.

3. The following screen will appear:

A. Click the drop-down arrow to select from a phonebook entry (if any are available); or

B. Enter the phone number you want to fax.

C. Click the blue PDF button to select a document to attach. 

NOTE:  All fax documents must be in PDF format.

D. Click "Add Field" to attach as many additional PDF documents as desired. All attached documents will be transmitted as different pages of the same fax.

3. When all documents have been attached:

 - Click the Submit button to send the eFax; or

 - Click the Cancel button to cancel and close the Send eFax panel.

Where do I find the faxes I’ve received?

Select the eFax Inbox menu item. This will display a list of all recently received faxes. Faxes are deleted after 30 days automatically.

A. This icon allows you to download a PDF of the fax.

B. This icon will send the fax to the recycle bin.

Where do I find the faxes I’ve sent?

Select the eFax Outbox menu item. This will display a list of all recently sent faxes. Faxes are deleted after 30 days automatically.

A. This icon allows you to view the fax confirmation page.

B. This icon allows you to download a PDF of the fax.

C. This icon will send the fax to the recycle bin.

Where do I find my deleted faxes?

Select the Recycle Bin menu option. This will display a list of all recently deleted faxes, sorted by origin. Faxes are permanently deleted after 30 days automatically.

A. This icon allows you to download a PDF of the fax.

B. This icon allows you to permanently delete the fax.

Adding Fax Cover Pages

Select the eFax Settings menu item. At the top section of the page you'll find the cover page controls. From here you can upload a fax cover page, view a copy of your current cover page, and delete the current cover page.

Please note: These cover pages are a static PDF that will accompany all faxes sent by your number.

Emailed Fax Notifications and Confirmation Pages

Select the eFax Settings menu item. Underneath the cover page settings, you will see the fax-to-email controls. You can enter up to 3 email addresses to simultaneously receive a copy of a fax when one is received.

Underneath the fax-to-email settings, you will see the fax confirmation controls. From here you can enable fax confirmations: emailed PDFs that summarize the date, time, page count, and recipient of your sent faxes.

 - The first toggle sends fax confirmation pages to the emails listed

 - The second toggle sends complete copies of the fax you sent along with the confirmation