When you see the next screen just click Finish and launch the Printer Tool.
Ok, here is the default screen. We’re going to connect to your Fax2Email account. Need an account? Stop here and go sign up. Then come back to this step.
Ok, Click the Settings button and you’ll get this dialog box. Click Login to set your login credentials. You can switch users as well as change the default fax number you are using to send from.
The second tab called "Online Links" allows you to have quick access to your fax web portal, coverpage designer and contacts.
The third tab "Advanced Settings" allows you to set the API (leave it unless directed otherwise) and set the debugging to on (detects issues with connectivity, etc...)
Go to File->Print. Now in the printer selection choose “WestFax Printer”. Then hit Print.
Now you go to the WestFax Printer tool and you will see your document name, # of pages and the status. If the document is a few pages it will take a few seconds to change the status to ready. If it is a larger document with images or a large number of pages it will take a little longer. Once it says Ready we want to click “Start Fax”. Note: You can add additional documents on this screen here if you want. Just click “Add Doc” and select any document you want to include.
Now just click “Start Fax”. You will see this dialog below. First you will want to select te recipients. You can choose Contacts to pull from that database or you can manually type in a fax contact. You will see thumbnails of your document on the right. You can double click it to view it zoomed up.
Fax Options Tab
Here is where you can set the HEADER (Prints on the top middle of the outbound fax), SUBJECT (Shows up in reports and confirmation reciepts) and REFERENCE (Shows up on the subject line of the Confirmation Reciept. None of these fields are required but very useful for tracking down faxes later.
Cover Page Tab
If you have a cover page designed you can choose that here. (To create a coverpage see our video on the new Fax Console). Once you select a coverpage it will be inserted into your document list and you can add a personal message and change the "From" name as well.
Any issues or questions? Please feel free to reach out to our team and talk to a real person. Click here to contact us.