This guide will walk you through how to use the faxing features in Aloha Voice, including how to send faxes and manage your inbox, outbox, and cover sheets.
β¨ When You Need This Guide
This article is for you if you're a new Aloha Voice user who needs to:
Send a new fax from the app.
Check your fax inbox or outbox.
Manage your fax drafts.
Customize your cover sheets for faxes.
What This Covers (And What It Doesn't)
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This article covers the process for sending faxes, managing your fax boxes (inbox, outbox, and drafts), and customizing your cover sheet templates.
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β This article does not cover the process of porting a phone number, even if that number is only used for faxing.
Prerequisites/You'll Need:
Access to the Aloha Voice app.getaloha.com portal.
The documents you would like to fax.
β Send a New Fax
Aloha Voice makes it easy to send faxes directly from the app's main menu.
Go to Send Fax. From the main menu, Under the Phones tab click the Send Fax option.
Add your recipient(s). You can add recipients and access an address book to choose contacts to send the fax to.
Fill out the details. Enter a subject and a message for your cover sheet. You can also set the priority as normal, standard, or urgent.
Choose a cover sheet. Select a cover sheet template that you have created.
Add your files. Drag and drop one or multiple files to send. You also have the option to save the fax as a draft.
Send or Save Fax. When you've finished creating your fax, you can save it as a draft by clicking the Disk Icon(
) or send it by clicking Send Fax.
β Manage Your Fax Boxes
You can easily manage all of your sent and received faxes in the Fax Boxes section.
Inbox: This section shows all the faxes you have received. You can click on any line item to see the details of the fax, including a cover sheet preview and sender information. You can also download and print attachments.
Outbox: This shows all the faxes you have sent. You can view the recipient, date sent, status, number of pages, and subject.
Drafts: You can access and edit any faxes you have saved as drafts. The interface for drafts looks identical to the send interface, so you can easily finish and send your fax.
β Customize Your Cover Sheets
Aloha Voice allows you to create and edit custom cover sheets for a professional look under the Phone Tab > Fax Cover Sheets Section.
Preview the template. You have a main template for your cover sheet that you can preview.
Edit or duplicate. You can duplicate this main template to create a new one, or you can edit an existing one.
Change the information. You can change the name, description, category, header message, and footer message of the template.
π‘ Common Questions
What You Might Notice | Why It's Happening | What to Do |
I can't send a fax. | You may not have all the required information filled out, or you may not have a cover sheet selected. | Ensure all inputs are completed, and you have chosen a cover sheet.
|
I accidentally deleted a fax draft. | Deleting a draft removes it from the system, and this action cannot be undone. | Be careful when deleting drafts, as you will need to start over if you want to send that fax. |
π You'll Know It's Working When:
You can successfully send a fax to a recipient.
You can see both sent and received faxes in your inbox and outbox.
You can create and customize a cover sheet and use it for your faxes.
π¬ Need Help? We're Here!
If you have other questions about using the faxing features, our support team is ready to help. Contact us at 800-563-0469 or support@getaloha.com.