This tutorial details how to register DirectFax with etherFAX after it has been installed to a User or Teams Channel instance.


Info, Notes and Warnings

The instructions below detail registration of an etherFAX Teams Channel instance, however, for those using a personal 1:1 instance, be sure to check the warning panel after Step 4.


Prerequisites

Before reading these instructions be sure that the following prerequisites are met:

  • An etherFAX account to register the instance to.

  • Access to the etherFAX account to generate an enrollment code.


Instructions

How to register DirectFax with etherFAX

  1. Go to the etherFAX Client Portal at https://clients.connect.etherfax.net and sign into your etherFAX account.

  2. On the left-hand side choose Endpoints > Applications and then + Enrollment in the upper-right corner:

     

  3. Then click Generate Code and copy the code using the copy-to-clipboard button:

     

  4. Go back to the Teams Channel where DirectFax has been added and type out the following “@DirectFax register device” followed by the code you copied from the clients portal. Then click Enter.

    You will receive a message from the DirectFax bot saying your channel has been successfully registered:

You have now successfully registered your DirectFax instance to etherFAX!


Ending Notes and Details

If registering a specific user to etherFAX instead of a Teams Channel instructions then steps 1-3 are identical, however, step 4 would instead involve omitting the “@DirectFax” portion as there is no need to reference the bot in a personal 1:1 instance.