TIPS Fax Platform

TIPS Fax Platform

Navigating the True IP Solutions Fax Platform

This article goes over how to setup faxing within the TIPS User Portal. Office Manager is required to set faxing for their end users. Users that use MFPs or fax machines will need an ATA provided by TIPS. You may be able to port your existing numbers or use a fax number supplied by us at your request. Please fill out an LOA to port your number, or contact Support, to get started. 

Setting Up Fax Accounts (Office Managers)

TIPS will load any supplied number or ported number into your Domain. The numbers will be available to use once they have been imported. Once complete, navigate to Inventory -> Fax Accounts sub-tab, to assign the number to Users and define the delivery method.



To start adding Fax Accounts, please follow these steps:

1. Click on the Add Fax Number button
2. Select a number within the Phone Number dropdown

3. Primary User - This will assign to any user you currently have in the TIPS portal. If you wish to use multiple email addresses, you can create a separate user to point to and assign multiple email addresses to it. You are also able to add distribution group email addresses created within your email system. 

4. Number Sharing - Allows other users to use this number for outbound faxing from their Portal account. 
      a. Disabled - No other user can use this fax number.
      b. Everyone - All users on this Domain can use this fax number.
      c. Users - Only selected users can user this fax number. Users are selected once the option is selected.


5. Enabled Methods (Outbound Faxing) -
            a. Email - This will enable the User to send a fax using an email address. The email associated with the account will be the only address that a fax can be sent from. If the email address needs to be updated or more addresses need to be added, please contact Support. 
Info
To send an email to a fax number, please send an email from a registered address to [10digit#]@vfax.trueipsolutions.com. All valid  attachments and email body contents will be included in the fax.  
            b. Portal - Messages can be sent via the User Portal (see section 'Sending Faxes via TIPS Portal')
            c. ATA - For traditional faxing, using a MFP or a fax machine. When selecting ATA, a section will appear to insert the serial number of the device.

  6. Inbound Fax Methods -
            a. Email w/ Attachment - Will send fax based off User's Email Address(es). 
            b. Email w/o Attachment - Will send without an attachment. This can be used as a notification tool.
            c. Portal - Will display the inbound Fax within the Portal (see section 'Viewing Inbound Faxes Using TIPS Portal').
            d. ATA - This will allow inbound faxing to an ATA.

7. Device Type/Serial Number - Insert the Device Model and Serial Number of the ATA provided by TIPS.
Once the Account is created, you will be able to view the Treatment and the Status of ATA (Offline vs Online).

Sending Faxes via TIPS Portal

      1. Login to the assigned user's TIPS Portal account.
      2. Navigate to the Fax tab.

      3. Click on the Send Fax button.
      4. Use Browse to select the file you wish to Fax.
      5. If the User has multiple numbers assigned, select the number you want to send as by selecting the number in the CallerID dropdown menu.
      6. Phone Number - Enter the Phone Number you wish to send the fax to.
      7. Add Cover Letter if needed, filling in only the text boxes.




Once Sent, you can view the Status by selecting Sent under the Inbox drop down.



Once the fax has successfully sent, the fax will display as downloadable with the date and number of pages.


Viewing Inbound Faxes Using TIPS Portal

To view Inbound Faxes within the Portal -
      1. Login to the assigned user


      2. Go to the Fax Tab
      3. Click on the Download button to review the fax (PDF Format).

      4. You can delete the fax, by selecting the Red 'X' on the right side.


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