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Cloud Fax Toolkit
Bridge Fax Workflows to the WestFax Cloud.
Connect applications, EHRs, databases, folders, printers, MFPs, and identity systems to WestFax. CFT processes inbound and outbound fax jobs, applies configurable routing rules, and delivers documents to the destinations your workflows require — without rebuilding what already works.
Enterprise deployments are scoped and implemented with WestFax.
Legacy Fax Migration
Replace the Fax Server. Keep Everything Around It.
Legacy fax servers sit at the center of the workflows your teams rely on every day — and replacing one shouldn't mean rebuilding all of them. Cloud Fax Toolkit moves fax transport to the WestFax cloud while those workflows stay exactly as they are. Cut fax boards and analog lines, retire fragile hardware, and gain cloud reliability — without disruption.
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Save moneyRetire fax boards, analog lines, and server upkeep — move to predictable cloud fax.
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Save timeNo rebuilding integrations or retraining staff — existing workflows keep running.
Identity & Access
Fax Identity & Access, Centrally Managed.
Connect fax to the identity systems your organization already runs. The Cloud Fax Toolkit provisions users from your directory, authenticates them through your existing SSO, and keeps print- and email-to-fax permissions in step — so access follows each person automatically, with nothing to manage by hand.
Explore identity & access managementActive Directory Synchronization
CFT keeps your WestFax users, groups, and permissions in step with Active Directory on every scheduled sync — your directory stays the source of truth.
- User & group synchronizationProvision WestFax users straight from your Active Directory security groups, so your directory stays the source of truth.
- Group-based access & permissionsMap directory groups to the right fax access and permission level by team, site, and role — with pre-sync validation and exempt-admin safeguards.
- User onboarding & offboardingAs employees join, move, or leave, their fax access follows your directory on every scheduled sync.
Enterprise Identity & SSO
Synchronization decides who exists in WestFax and what they can reach. Single sign-on decides how they get in. WestFax supports SAML 2.0 SSO — configured separately from CFT and commonly paired with AD Sync — so authentication stays with the identity provider your organization already trusts.
- SAML 2.0 single sign-onUsers authenticate through your existing identity provider — no separate WestFax password to manage.
- Authentication, kept separateSSO controls sign-in while AD Sync controls provisioning and permissions — each layer does one job well.
- Works with your identity providerMicrosoft Entra ID, Okta, Google, OneLogin, Imprivata, and other SAML 2.0 providers.
Identity-Aware Print-to-Fax
Send documents straight from the desktop applications you already use through a WestFax print workflow — with each fax associated with the authenticated user who sent it. Centralized authentication and fax-line permissions follow the user, so there are no shared credentials to manage.
- Send from any desktop appPrint to fax from the programs your staff work in today — no new tool to learn.
- Tied to the person who sent itEach fax is associated with its authenticated sender, giving you visibility without shared logins.
- Permissions follow the userAuthentication and fax-line access stay centralized and move with each person, not the workstation.
Keep Email-to-Fax Access Aligned With Your Directory
Automatically synchronize approved email-to-fax senders from Active Directory into WestFax. As users join, leave, or move between departments, CFT keeps email fax permissions aligned with your directory.
- Add & remove senders automaticallyApproved email-to-fax senders are provisioned as they join the directory and revoked as they leave — on every sync.
- Manage permissions by user or groupGrant email-to-fax access by individual user or by directory security group — whichever fits.
- Block unauthorized submissionsOnly synced, approved addresses can submit by email; everything else is rejected.
Inbound Routing & AutoPrint
Inbound faxes, back to the printer.
The Cloud Fax Toolkit routes incoming faxes to the printers and destinations your staff already use — AutoPrinting each one to the right device by fax line, department, location, or any rule you configure. Your team keeps the familiar “the fax is on the printer” workflow across any brand, with no fax line, no fax board, and no native connector per model.
Getting a fax out of a printer is a separate path — see MFP integration.
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Route inbound faxes anywhereAutoPrint straight to an MFP, or route by fax line, department, or location — inbound faxes land wherever your workflow needs them, on the rules you configure.
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Any brand, one cloudRoute inbound faxes to new, legacy, and mixed-brand printers alike — no native connector per model, no analog lines to maintain.
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The workflow staff already knowFaxes still land on the same device your team walks up to today. AutoPrint sends the ones that need paper to the right printer — and holds the job if it’s briefly offline.
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Devices stay inside your networkYour MFPs talk to CFT over the local network, and CFT makes the secure, up-to-date connection to WestFax on their behalf — so even older printers that can't meet modern encryption standards are covered, with no device needing its own internet path.
Routing & Workflow Automation
Every Fax, Routed to the Right Place.
CFT is the routing layer between your systems and the WestFax cloud. Every job is mapped to the right fax line, cover sheet, and destination — so inbound and outbound faxes land exactly where your workflows expect them. Routing is configured for your environment and runs automatically, without the legacy fax server in the middle.
From your systems to the cloud
CFT accepts outbound jobs from the systems you already run, maps each to the right fax line and cover sheet, and submits it to WestFax for transmission — applying the correct configuration without anyone touching it.
Outbound sourcesFrom the cloud to where work happens
Every incoming fax is routed by its fax line and delivered as a PDF or TIFF with a custom filename — to one destination or several, exactly where that line needs it on arrival.
Inbound destinationsInside drop-folder processing
The most common outbound pattern — a system drops a file, and CFT takes it the rest of the way. It runs on the structured fax jobs your systems already produce.
CFT processes the documents, control files, and job metadata your EHRs, line-of-business applications, and legacy fax workflows already produce.
Connect internal email workflows
CFT can accept or deliver fax documents through internal SMTP, so applications and users exchange fax jobs without exposing every connected system to an external mail service. It’s one of four distinct ways email and fax meet — here’s how they differ.
SQL Connectivity
Connect Fax Workflows to SQL.
Use CFT to connect fax processing with the databases and applications your organization already relies on. CFT can exchange job information, processing results, and fax status with local or enterprise SQL environments.
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Submit fax jobsLet an application or workflow create outbound fax jobs through database-driven processes.
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Return status & resultsWrite submission, delivery, failure, and completion information back to the connected workflow.
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Support existing applicationsAdd cloud fax to systems built around SQL — without redesigning the application around a new interface.
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Local or enterprise SQLDeploy with local SQL or enterprise SQL infrastructure, matched to the availability and scale your environment requires.
Status, Receipts & Results
Keep Applications Informed After Submission.
Transmitting the fax is only half the job. CFT closes the loop — every submission, delivery, and failure is captured and returned to the system that started it, so your applications always know what happened.
Deployment Options
Deploy CFT Where Your Workflows Need It.
Cloud Fax Toolkit runs within your local environment or on a hosted virtual machine. Place CFT near the applications, databases, folders, printers, and network resources it needs to reach — on-premises, cloud-hosted, or spread across both.
On-premises
Deploy CFT inside your network to connect directly with local folders, SQL databases, printers, MFPs, applications, and identity infrastructure.
Cloud-hosted
Run CFT on a private or hosted virtual machine to support cloud-based systems, distributed locations, and hybrid environments.
Hybrid environments
Connect cloud and on-premises workflows through one configurable fax integration layer.
EHR & Application Integration
Connect the Systems That Already Create and Receive Fax Documents.
CFT lets EHRs and business applications exchange fax documents with WestFax through the integration method that fits their existing workflow. It doesn't force every application into one method — WestFax maps the implementation to how your system already creates, receives, and tracks documents.
Drop-folder processing reads your EHR's own files
CFT parses the structured job files and metadata your systems already produce — including FCL files from Epic and CTL files from PeopleSoft — submits the fax, and writes result files back to update send status, such as NT1 files that post results into Epic automatically.
High Availability & Disaster Recovery
Built for Critical Enterprise Fax Workflows.
Deploy multiple Cloud Fax Toolkit instances to support redundancy, business continuity, and disaster-recovery requirements — designed around how your organization runs.
Multi-instance, SQL-backed architectures are designed with your team to fit your continuity goals. Specific redundancy and recovery behavior is scoped per deployment.
Implementation & Support
Your Deployment, Your Pace. Experts on Call.
CFT is built so your team can configure it directly — and our implementation specialists are here the moment you want a hand. They’ve worked these fax workflows across the most demanding environments, they respond fast, and they help you find the approach that fits. You stay in control of what you run and how.
Cloud Fax Toolkit is available to enterprise WestFax accounts. Tell us about your environment and we’ll help you find the right fit.
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Find the right approachThere’s more than one way to reach your result. We help you weigh the options and choose what fits — the decision stays yours.
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Help, the moment you want itConfigure it yourself, or have a specialist walk through setup with you. Either way, answers are a message away.
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Responsive through testingValidating paths or chasing an edge case? Our team is informed and quick to respond, so you’re never stuck.
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A dedicated account managerOne expert who knows your environment and has your back — a real person to reach, on your terms.
Modular Platform
Use Only the Services Your Environment Requires.
CFT is built as a modular platform. Each deployment is configured around the systems, devices, workflows, and integration methods your organization actually uses — nothing more.
CFT can power a single focused workflow or serve as the integration layer for an enterprise-wide fax environment — without introducing unnecessary features or process changes.
From Existing Workflow to Production
Six steps. No surprises.
Live when you’re ready.
You decide what to preserve and how fast to move. We’re alongside whenever you want us.
Map your migrationMap your environment
You inventory the applications, fax lines, folders, databases, printers, and identity systems your faxing touches today — and we help you spot anything easy to miss.
Design routing & rules
You decide how each inbound and outbound job is processed, mapped, and delivered. We recommend what fits your environment — the design is yours to approve.
Deploy CFT
Stand up CFT in the environment that suits you — on-premises, cloud-hosted, or both — with access to the resources it needs to reach.
Connect & validate
Wire up each workflow and test every inbound and outbound path end to end. Nothing goes live until your team has signed off.
Migrate in phases
Move lines and processes over in stages, so nothing breaks and your team is never overwhelmed. You set the pace.
Retire legacy infrastructure
Once your workflows run on WestFax, take the old fax server, boards, and analog lines out of service — on your schedule.
Technical Requirements
What CFT Needs to Run.
Cloud Fax Toolkit installs as a lightweight Windows service on hardware you already have — on-premises or on a hosted VM. It reaches WestFax over a single outbound HTTPS connection, so it drops cleanly into your existing network and firewall policy.
- Platform
- Windows service — on-premises or hosted VM
- Operating system
- Windows Server 2012, 2012 R2, 2016, 2019, or 2022
- Framework
- .NET Framework 4.8
- Processor
- 1.6 GHz minimum · 3.6 GHz recommended (x86 or x64)
- Memory
- 2 GB minimum · 8 GB recommended
- Storage
- 1 GB minimum · 20 GB+ when retaining fax files locally
- Database
- Bundled SQLite, or Microsoft SQL Server (local or enterprise) for high availability
- Service account
- Local administrator with “log on as a service” rights
- Connectivity
- Outbound HTTPS on port 443 — firewall-controllable, no inbound ports to open
Documentation & setup guides
Cloud Fax Toolkit and its guides are available to Enterprise WestFax accounts — tell us about your environment and we’ll get you the installer and the right guide.
Request CFT Access & Guides- Administrator GuideReference
- Quick Start: InstallationQuick start
- Quick Start: Inbound AutoPrintQuick start
- Quick Start: Inbound File DownloadQuick start
- Microsoft SQL Server best practicesReference
FAQ
Frequently asked questions
CFT is a modular, Windows-based integration and routing service that connects WestFax to the systems and workflows inside your organization. It processes inbound and outbound fax documents, connects drop folders and printers, synchronizes users, proxies MFP workflows, and returns fax results to the downstream systems your team already uses.
Moving fax transport to the cloud doesn’t automatically connect every EHR, printer, MFP, folder, directory, and legacy application that still depends on fax. CFT is the local or cloud-hosted execution layer that keeps those workflows connected to WestFax — so migration doesn’t force you to rebuild everything at once.
Yes. CFT can preserve many of the integration patterns that previously ran through a fax server — drop folders, AutoPrint, MFP workflows, directory synchronization, inbound file delivery, and result processing — so you can retire the hardware without rebuilding every workflow. CFT itself is a lightweight service that runs on Windows infrastructure; the exact migration design is scoped around your environment.
Generally no. CFT connects to applications, printers, and folder workflows through the methods they already use, so day-to-day work stays familiar while the fax infrastructure underneath moves to the cloud. WestFax maps the implementation to how your systems already create, receive, and track fax documents.
CFT can support many EHR and enterprise-application workflows through control files, watched folders, PDF or TIFF delivery, metadata files, SMTP, result files, API callbacks, and custom post-processing. It doesn’t force every application into one method — WestFax scopes the right approach during integration mapping.
Ready to scope your fax environment?
Tell us the systems, devices, and workflows that still depend on fax today. We’ll map the right CFT modules and plan your migration.
CFT and related WestFax connector workflows can bridge most major MFP makes and models to WestFax through email, file, server fax kit, or user-aware connector methods — without a brand-specific native app on every device. This is especially useful for older devices that can’t support modern secure connections on their own. Compatibility and configuration are confirmed during implementation.
Yes. CFT can map Active Directory security groups to WestFax users, fax-line access, permission levels, and Email-to-Fax Allowed Senders. Adding or removing someone from a directory group updates their WestFax access on synchronization. SSO authentication is configured separately with WestFax using SAML 2.0.
CFT runs on supported Windows infrastructure that can reach the resources it needs — local Active Directory, file shares, printers, SMTP, databases, and applications. That can be an on-premises server or a customer-managed cloud-hosted server, with additional hosted connector options for certain workflows. The final model is selected during implementation.
CFT supports Microsoft SQL Server and multiple processing instances for high-availability and disaster-recovery architectures. Availability depends on the complete design — database, server, network, and operational controls — which our team scopes alongside yours.