This tutorial demonstrates how to send a fax using the Activity tab.


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 faxes using the Activity tab

  1. In Microsoft Teams, the Activity tab resides among other tabs in the DirectFax application:


    If prompted, click the Sign In button:

    Note: Please view the warning at the beginning of this article before clicking the Sign In button.

  2. In the upper-left, click the + Create Fax button:

  3. On the Create a Fax screen click the + Add button where the Add Recipients pop-up will appear. Add your Recipient’s Fax Number and Name, if preferred. Then click Add:

    Note: You can add up to 10 total recipients by repeating this step.

  4. Under Fax Files, click in the box or drag files to the box in order to begin attaching documents for your fax:

    Note: Be sure to select the order of the documents chronologically to achieve the desired result. Attachments will be appended to one another in the order they are uploaded.

  5. If you wish to add a Cover Page, select the drop-down for it and toggle it to Yes. From there, enter a Sender Name, Sender Fax Number, Sender Phone Number, and/or a Message:

  6. Thereafter, click Send.

You have now successfully submitted a fax! You can verify the transmission of the fax job by viewing the Sent items.


Ending Notes and Details

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).