Efax Setup: How to Set Up Efax

How does an efax work

Efax (electronic fax) replaces bulky hardware and phone lines. It pertains to sending and receiving faxes through the Internet.

Electronic fax lets you send documents and images electronically, converting them into fax formats. If the recipient receives the efax from a fax machine, it prints out like a regular fax. This modern process makes faxing faster, simpler, and more streamlined.

Efax Setup: How to Set Up Efax

How to Efax in 3 Easy Steps

Step 1: Enter your recipient’s efax number

From the send new efax window, key in or enter the complete efax number of the contact you wish to send the fax to.

Step 2: Upload your documents

You can add the documents (PDF or Word) or image files directly from your local drive or import them from your cloud storage.

Step 3: Send your electronic fax

Proceed with sending the efax by clicking the Send button. Confirm its transmission status by checking your email or app notification.

Step-by-Step Guide on
How To Set Up Your Efax Account

how to set up an efax account and login to ifax

1. Sign up using email

Enter a valid email address to sign up for an account. For efax login, you can use an existing Google, Microsoft, or company email address.

Note: This guide is for how to create an efax account with iFax, an electronic fax solution that works on computers, phones, and other devices connected to the Internet.

2. Start a trial or choose a plan

A trial account lets you access all paid and premium electronic fax features for 7 days, providing sufficient time to try and evaluate the service.

Once the trial ends, you can continue using the service by choosing an efaxing plan that best aligns with your usage requirements. Consider your average daily and monthly fax volumes and whether you need to set up different efax numbers, company fax pages, and team accounts.

efax electronic fax pricing plans features

3. Setting up an efax number

Getting started with how to set up an efax number, you can get a new one or port the number from your previous provider. iFax lets you set up an efaxing number in the United States, the United Kingdom, Canada, Germany, France, and Italy. Indicate the area and 10-digit number you want and click Add Number to confirm.

When porting an existing number, you need an active efaxing account with your current provider.

See: Quick Guide on Fax Number Porting

Configure your efax account settings

Go to your account’s fax dashboard, navigate to settings, and set up your desired efaxing preferences like profile name, document options, workflow prompts, email to fax, and auto-delete options.

Set up templates and default cover pages

Create and save efax templates for different document types and effortlessly fax according to your specific needs.

Efax Setup: How to Set Up Efax
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Efax Setup: How to Set Up Efax

How to Set Up an Efax Account Using a Computer

Getting started with electronic faxing on a computer is easier than the traditional fax method.

With iFax, here’s how to set up efax on computers:

  1. Download and install the electronic fax application for Windows.
  2. Log in using the email address you used to sign up for an efaxing account.
  3. Click New Fax and follow the same steps for faxing from Windows.

How to Set Up Efaxing Using Phone

Electronic fax lets you efax on the go using your phone or any device, taking your faxes with you. Here’s how to set up efaxing on your phone:

  1. Download and install the mobile fax app specific to your device or phone operating system (i.e., Android or iOS). Sign in using your registered efaxing account email.
  2. Click New Fax, enter your recipient’s fax number, and attach your documents.
  3. Send the efax and wait for the confirmation stating successful fax delivery.

You can track your outgoing and incoming faxes in real time through email and mobile app notifications.

Efax Setup: How to Set Up Efax
Efax Setup: How to Set Up Efax

Set up efax in multiple ways across different platforms

Efax Setup via Email

Learn how to set up efax in Outlook, Gmail, Yahoo Mail, and other email platforms. Send efaxes directly from your email client or app without the complicated setups.

Set Up Efax Online

Learn how to set up an efax for free online without any complex hardware setup or additional software. It’s quick and efficient, making it easier for you to get started.

Set Up Efax Integration

Learn how to set up efax for free with your existing workflows and integration channels like API, Zapier, and more. Boost efaxing efficiency by streamlining processes.

Effortless setup meets secure, reliable efaxing
From signup to sending your first efax, enjoy a seamless setup and fast, stress-free efaxing with iFax.

Frequently Asked Questions About Efax Setups

Before anything, there are certain things you need to fulfill to ensure a seamless efax setup process. Doing so will prevent delays or problems during the setup process.

Here’s a quick rundown on what you need to prepare before proceeding with the actual electronic fax setup process:

  • Valid email address: An email address is required to set up an efaxing account.
  • A compatible device with a stable internet connection: This could be a phone, computer, tablet, or any device that supports efax software or web-based platforms.
  • Supported document formats: To avoid transmission issues, the documents you wish to fax should be in the following formats: PDF, DOCX, JPEG, and PNG.
  • Scanner and printer (optional): Should you need printed copies, it’s best to have a scanner or an all-in-one printer ready.

One way to avoid failed faxes and other common efaxing issues is to test your efax account setup before sending a critical document or faxing documents in batches.

Here are some key things to consider during testing:

  • Check your account subscription. See if your account is still active and whether it has been configured correctly.
  • Send a test fax. Send a test fax to your primary or secondary number for outgoing faxes.
  • Receive a test fax. See if your account inbox is receiving faxes correctly. Check whether the attached documents, including cover pages, have formatting or viewing issues.
  • Check fax quality. Note any formatting errors, missing pages, and readability issues, such as distorted texts and images.
  • Troubleshoot issues. You may need to reconfigure or update your account settings to resolve any faxing problems, such as faxing errors, invalid numbers, and poor page quality.

For problems related to account limits, failed faxes sent using email, and other errors, it’s best to contact the support team for assistance and detailed troubleshooting.

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