Describes how to email a TransactionDesk Edition document directly to a fax machine using your email client
Overview
You can email a document directly from your TransactionDesk account email address to a fax number. For example: If you are away from the office and have a completed form that you need to send to a lawyer that uses fax, you can email the document directly to the fax machine. This is a convenient function that enables you to continue to work in the field, rather than having to make frequent trips back to the office to use the fax machine.
Note: You can send a fax from a fax machine to TransactionDesk if you have a fax machine model that supports sending directly to email. Type the email address of the specific tranasction into the fax machine to send it.
You can check the progress of your fax in TransactionDesk Edition by navigating to Settings > Fax, and checking the Fax Log.
Before you begin
You require an available email client (such as MS Outlook), and a vanity fax upgrade on your TransactionDesk account.
Steps
- Open your email client, such as MS Outlook.
- Create a new email message.
- Attach the documents to be faxed to the email.
- Type the number of the fax machine you need to send the document to in the Subject line using the following format: ###-###-####.
- Type the following address in the recipient field: email2fax@transactiondesk.com.
- Send your email.
The documents are sent to the fax number specified in the email subject line.
An email is automatically sent to your email address, informing you that your fax was received is in the send queue.
An email is automatically sent to your email address informing you whether the fax succeeded or failed.
Confirmation of the fax being sent is added to the History tab of the transaction
Note: The size of the fax determines the wait time for the success/failure email.