Purpose and location
Assign inbound fax numbers to users and send tracked outbound faxes.
Open Call management → Fax. The available controls depend on the active edition, module entitlement, role and tenant scope.
Before you start
Write down the current source and destination path before editing it. Keep a registered test extension, a rollback destination and Calls & Reports open for validation.
Capture the current value or export the affected records before a bulk or routing change. This gives the operator a precise comparison point and makes a supported transaction undo easier to assess.
Step-by-step workflow
Complete the steps in order. Do not combine an initial configuration with unrelated cleanup; small, attributable changes are easier to test and reverse.
- Create a fax endpoint and assign allowed users.
- Route a DID to the fax endpoint.
- Upload a supported document and verify destination.
- Review delivery result and diagnostic details.
Field reference
Use the reference below while completing the form. Fields hidden by edition, module entitlement or role are intentionally unavailable to the signed-in user.
- DID
- Inbound number routed to fax.
- Assigned users
- Portal users permitted to view and send from the fax.
- Outbound caller ID
- Approved sending identity.
- Document
- PDF or supported source file converted for transmission.
- Result
- Queued, transmitting, delivered or failed with cause.
Acceptance checks
A saved record is only the beginning of validation. Run every relevant check below and retain the call-session ID, time and result when telephony is involved.
- Send a one-page test document and verify the remote result and local job timeline.
- Receive a fax on the assigned DID and confirm only assigned users can open it.
- Verify failures expose an actionable cause without leaking document contents.
Common mistakes and safe recovery
If a check fails, stop adding changes. Restore the previous value or use a supported transaction undo, regenerate PBX configuration, then repeat the smallest failing test.
- Fax documents may contain regulated personal data; apply access, retention and export policy.
- Do not treat a queued or transmitted state as delivered.
What to include in a support case
Provide the tenant, module and object name, local time with timezone, expected result, observed result and the most recent successful state. For a call problem, include the logical call-session ID and the redacted SIP/SDP text diagnostic before requesting PCAP.
Never paste passwords, private keys, raw license payloads or unredacted customer media into a ticket. Use the one-time diagnostic grant and attachment controls when support requests additional evidence.