02/21/18 18:17 PM  

Sending Fax Messages Using RingCentral Online Account

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SummaryHow do I send a fax using RingCentral online account?
Details

Limitations of Fax over VoIP

For sending an occasional fax, many business customers find Fax-over-Internet services to be cost-effective and adequate for their needs. However, faxing over the internet has known limitations. RingCentral uses the T.38 standard for faxing and adheres to the FCC guidelines regarding its use. This standard is interpreted differently by the various carriers and service providers on the public telephone and internet networks. Given this, the T.38 standard cannot be guaranteed on all end to end connections. As with any new service, it is best to test speed, quality, and reliability in advance of adoption.
 
If your business is heavily dependent on regularly faxing large, multi-page documents, we recommend that you maintain an analog landline and a traditional fax machine for reliable and consistent performance.

Listed below are basic troubleshooting steps for common topics and fax failures that you may encounter. If you are unable to find resolution to the issues listed below, please Contact RingCentral Support for assistance.
 

What is FaxOut?

FaxOut is a fax sending tool, embedded on the RingCentral Online account, used to send out faxes from your computer even without a fax machine. Using FaxOut, you may send faxes to a single contact or a contact group right away or on a selected schedule.  
 

Step 1:

Step 2:

Click FaxOut Fax icon, located at the upper right portion of the page right below the Logout link.

Fax out icon
 

Step 3:

Enter the Recipient's Fax Number. 

You have 2 ways to enter the Fax Recipient's phone number:

A. by manually typing the Recipient's number

You can enter the Recipient's fax number on the box provided. If you want to send the fax to multiple recipients (up to 50), you can enter the fax numbers separated by commas or semi-colons. 

To include the Fax Recipient's Name on the Cover Page, the format should be "firstname lastname"<space>(Fax Number) e.g. "Joe Doe" (6505393557).
 
Manually Enter Number
 
NOTE: By using this method, only the Recipient's Name and Fax Number can be included in the Fax Cover Page. If you want to include other recipient details on the Cover Page, proceed to the next option.
 
Number Added
 
 

B. by clicking the Contacts button

You can click on the Contacts button to select from your extension's Personal Contacts list. 
 

Step 1: 

Click Contacts

Contacts icon
 

Step 2: 

Select a Fax Recipient/s from your list of Group or Personal Contacts. 

Select recipient
 

Step 3: 

Click Insert next to the number where you want to send the Fax message. 

Click Insert
 
NOTE: The Fax Recipient's information is auto-populated in the Fax Cover Page. This information is based on what is supplied in your Personal Contacts list. For more information, go to Setting Up the Fax Cover Page on the RingCentral Online Account.
 
Number Added
 

Step 4:

If you want to include a Cover page to the Fax message, continue below.
If you want to send attached files only (no Cover page) as a Fax message, skip to Step 5.
 

Include a Cover Page

Step 1: 

Tick Enable under Cover Page

Enable Cover Page
 

Step 2: 

Click Select. You will have the option to Select a Cover Page template from the drop-down list. 

click Enable

Select a Cover Page to use from the drop-down list.

select Cover Page
 

Step 3: 

To preview your selected Cover Page template, click on the thumbnail of your selected Cover Page under Preview. Click Done

NOTE: The preview will only show the image of the Cover Page template that you have selected. This image will not include the Recipient's information, your information, and the note that you have typed in the Cover Page Notes box. 

For more information about the Fax Cover Page, go to Setting Up the Fax Cover Page on the RingCentral Online Account.

preview Cover Page
 

Step 4: 

After selecting the Cover Page template, type your message/note in the box provided for the Cover Page Notes

Cover Page Notes
 

Step 5:

To attach documents to your Fax message, click the source of the files to be attached.

If you want to attach a document from your cloud storage (Dropbox, Box, or Google Drive), you will need to authorize RingCentral service to access your cloud documents.

Select File Path

NOTE: To prevent fax attachment issues,  
• Ensure that the attached files are supported. The file name of attached files should not include ampersands (e.g. &) or other special characters. For more information, go to Supported File Attachments for Faxes.
• Ensure that the number of pages do not exceed 200 pages per attachment
• Ensure that the total size of attached files do not exceed 20 MB.
• If you need to send a file larger than 20 MB or a file with more than 200 pages, you may need to split it into multiple files and send those files separately to meet the above requirements. 
 

Step 6:

You can schedule your fax to be sent immediately or at a later time.

To send your fax immediately, click Send Now
To cancel a fax that has already been sent but not answered yet, go to Outbox Folder.
To know how to check the status of your fax, go to Checking the Status of a Fax Message

Send Now

To send your fax at a later time, tick Enable under Schedule, and then choose the Date and Time when RingCentral will send the fax message. 
Once the Date and Time is set, click Schedule

Schedule Fax

NOTE: The fax message that you scheduled to be sent at a later time will be saved in your Outbox folder.
For steps on how to cancel a scheduled fax, scroll down or go to Outbox Folder.
To check the status of your fax, scroll down to Checking the Status of a Fax Message for more information.
 

Checking the Status of a Fax message

Outbox Folder

When you Send or Schedule a fax, the fax message is saved in your Outbox folder until it is answered by the Receiving Fax number. To access your Outbox folder, follow the steps below:

Step 1: 

If you are a User with no Administrator access, click the Messages tab on your RingCentral Online account. 

Messages Tab

If you are an Administrator, you have to switch to My Extension view, and then click the Messages tab.

Admin - My Extension
 

Step 2: 

Click Outbox

Outbox
 

Step 3: 

RingCentral will need to process and covert your fax message into a format that regular fax machines can read before sending. You can still cancel your fax message before it is sent or answered by the receiving number within 30 seconds. 

IMPORTANT: Once RingCentral has attempted to send your fax message, it can no longer be cancelled even after deleting it from your Outbox folder. When the fax failed to send on the 1st attempt, RingCentral will automatically attempt to resend the fax within 5-10 mins after the attempt. This is useful when the Recipient's number is busy. When the fax still fails to send on the 2nd attempt, RingCentral will resend the fax for the last time and marks it as failed when it still fails on the 3rd attempt.

NOTE: When your fax message has been sent successfully, the fax will disappear from the Outbox folder and move to the Sent items folder. When the fax message failed to send (3rd attempt), it stays in the Outbox folder so you can attempt to resend at a later time. 

For more information on why the fax sending failed, you can check the Call Log section of your account. For detailed information about Call Log, you can go to Call Log Overview. For a quick overview, scroll down.
 

Call Log

The example below shows the Call Log section filtered to show the status of Sent Faxes User-added image

Step 1: 

Under the Call Log section, open the Advanced Features, filter the following information.
• Date: You can specify the date or choose to show logs for the last 7, 30 or 60 days.
Type of Call: Select Fax
• Direction: You can choose to show Inbound, Outbound or Both.

Call Log

Click Apply.

Click Apply

Step 2: 

On the sample log below, it shows the Recipient's Fax Number under the Phone Number column, and the status of the sent fax under Results.

call log - fax messages
 
 

See Also:

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