Guide to Adit's eFax

Guide to Adit's eFax

Go paperless with Adit’s eFax! To get started on Adit’s eFax please follow these instructions. If you do not have a fax number in the Adit platform already, please refer to the last section of this article: "Adding a Fax Number".


Configuring Your Fax Number

  1. Click on the Settings gear icon at the top right corner of your Adit platform.

  2. Select Number List from the menu.


  3. Locate your Fax number.

  4. Click the Edit icon for your fax number.

  5. In the "Send incoming faxes to" field, enter the email address where you would like to receive a copy of every fax.

  6. Click the Save button.

    7.


Set Up and Verify Your Outgoing Email

Next, you have to configure and verify the outgoing email.

  1. Navigate to Settings.

  2. In the Locations section, select your location.

  3. Go to the communications Page

  4. Type the email address you want to use in the Sender Address field.

  5. Click the Send Verification Email button.

  6. You will receive a verification email at the address you entered.  Click the link in that email to verify the email address.


Sending a Fax

  1. Navigate to the Quick Text button at the top
  2. A pop up will appear
  3. Click on the Send Fax icon in the pop up.
  4. Select the Location.
  5. Type in the fax number of the recipient.
  6. If you would like to include a cover sheet, you can toggle the button ON and then type in the subject line and message.
  7. Upload the document(s) you would like to send. Please only use PDF files.
  8. Click on Send


Viewing Your Faxes

There are 2 ways to view your faxes.

  1. In the Call Pop

    1. Click on the Call Pop.

    2. Click on the Faxes tab.

  2. In the Call Tracking module:

    1. Click on the Call Tracking module

    2. Hover your mouse over the activity tab on the top menu, then click Faxes.

    3. Here you can view your faxes in tabular format. Be sure to update the date range according to your preferences.


Adding a Fax Number

If you do not have a Fax number in your Adit account, you can add a fax number in two ways:
  1. Port-in your existing Fax Number:

    1. Click on the Settings gear icon at the top right corner of your Adit platform.

    2. Select Number List from the menu.

    3. Click the “Port-In” button

    4. Select the location and click Continue.

    5. Fill out the form and click submit. Our team will follow up with you on further instructions and updates on the status of your port. This can typically take 1 to 2 weeks depending on your existing Fax provider.

  2. Purchase a new Fax Number:

    1. Select Number List from the menu.

    2. Click the Order Now button.

    3. Select the location.

    4. Choose a Country.

    5. Select “Find Fax Numbers”

    6. Search available Fax Numbers by searching an area code. Please note, some number availability may be limited based on your area. If there is no availability for your desired area code, we recommend trying other area codes within the same vicinity.

    7. Click Place Order.

    8. Once your fax number is ordered, please send an email to support@adit.com with the subject line: "New Fax Number Purchased" and with the body content, "I have bought a new fax number, [insert fax number], please enable this number for my account."

    9. We will generally get this resolved for you within 24 hours. Once this is complete, you can proceed to the next step.



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