Using Vfax as a User

Using Vfax as a User

Video Overview: Navigating and Using the VFAX Portal (as a User)

This instructional video provides a clear, step-by-step guide to help you get started with the VFAX portal, covering login, dashboard navigation, fax sending, and important settings. The video highlights the following key features and workflows:

  • Logging In and Dashboard Overview:
    Shows the initial login process and introduces the Fax Dashboard interface that appears upon successful login.
  • Sending a Fax:
    • Demonstrates how to send a fax by entering the recipient’s number, selecting whether to use a cover page, and uploading your fax file.
    • Explains how to preview your fax before sending, and then submit it.
    • Notes that the displayed number is for internal routing purposes, not for public distribution.
  • Understanding Fax Numbers:
    • Instructs users to navigate to the “MyFaxSettings” section to identify their actual fax caller ID (for example, an 828 area code number), which is used as the fax sender’s identification.
  • Managing Received Faxes:
    • Recommends enabling the “Include Copy of Received Fax” setting. This ensures that any fax received at your number will be emailed to you with the fax attached for easy access and archiving.
  • Cover Pages Management:
    • Shows how to access the Cover Pages section, where you can select from:
      • System Cover Pages: Predefined by the platform.
      • Account Cover Pages: Created by your admin and available to all users in the VFAX portal.
      • Personal Cover Pages: Allows you to create and use your own custom cover pages for your outgoing faxes.

This video is designed to help users efficiently send and receive faxes, manage their fax settings, and customize cover pages within the VFAX portal for streamlined and professional digital faxing.



 


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