This tutorial demonstrates how to send a fax with a cover page using the Chat.


Info, Notes and Warnings

Only DirectFax personal user (1:1) instances that are registered to etherFAX can submit faxes.
This is not available for DirectFax instances registered to a Teams Channel.

If you are prompted to Sign In, be sure to make sure that the Office 365 user associated to the 1:1 DirectFax instance is already signed into your default browser. This will prevent mismatch errors when signing in.


Prerequisites

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

  • A 1:1 instance of DirectFax that is registered to etherFAX.


Instructions

How to send a fax with a cover page using the Chat tab

  1. Visit your DirectFax instance and make sure you are in the Chat tab:

  2. Use the paperclip icon to add an attachment by clicking Upload from my computer or OneDrive and click Enter:

    Note: Acceptable attachment file types include .PDF, .TIFF, .JPEG, .PNG, .BMP, .DOC/.DOCX along with some other Microsoft file types.

    Note: The Chat tab method of including a cover page must have the file posted to DirectFax before Steps 3-5.

  3. Hovering over the message where the emoticons are presented, click the ellipses () and then select More Actions:

  4. When the second list appears, select Send using DirectFax:

  5. A pop-up will appear where details regarding the fax submission are to be filled out. Fill out the Recipient Fax Number and select the Yes option for Cover Page and click Submit:


    A message from DirectFax about the dispatch of the fax job will be provided. Additionally, the status of the fax job should be automatically posted:

You have now successfully submitted a fax message with a cover page using the Chat tab!


Ending Notes and Details

Instructions on how to send a cover page using the Activity tab method can be found within the How to Send Faxes in the Activity Tab knowledge article.

If you are troubleshooting a number and are having issues then it may be a result of a bad dialing string. To be safe, remove the hyphens and parentheses along with spaces between digits. This may help to resolve formatting or incorrect character issues.

Additionally, it may help to check the country code being referenced. DirectFax natively dials within North America where a +1 may be used upon its dial to your fax destination.

If you wish to dial internationally then you must have this option enabled on your etherFAX account along with the correct international exit code (international faxing requires a 011 or a + as the prefix to the fax destination).