Overview: Faxing with Edify

Edify Console > Numbers > Overview: Faxing with Edify

This article covers the basics of faxing with Edify.

Overview

What is faxing?

Faxing is a process of transmitting documents, images or text over the telephone line. The primary benefit of faxing is security. It requires a fax enabled landline phone number and does not work with mobile or toll-free numbers. 

Note: It is important to note that ATA (Analog Telephone Adapter) is needed in order to connect a fax machine to a phone network. You can handle interactions with or without an ATA with the Edify.

Fax numbers

Fax numbers are different from normal telephone numbers. Fax numbers have to be enabled for faxing in order to work properly. 

Once a fax number is on your account and enabled for faxing, the fax number needs to be configured. Configuring a fax number includes: routing the fax number to a destination and assigning the fax number to the users that will send and receive faxes from it.

Sending and receiving faxes

With Edify, you have a couple options for where you can route your faxes. This depends on how you prefer to manage them. You can manage faxes through either a physical fax machine or the Edify app.

Edify app faxing

If you prefer to only handle your faxes digitally - and not use a Fax ATA device - then you can manage all your faxes through the Edify app. 


When using the Edify app for faxing, where you send and receive the digital fax depends on the users license type.

Edify EX users with fax number permissions can send and receive faxes through the WebRTC (softphone)

Edify CX users with queue access to fax-enabled queues can send and receive faxes through queue interactions.

Fax ATA faxing

If you have a physical fax machine, and you prefer to continue using it, you can continue to handle faxes through it with Edify by adding a Fax ATA device endpoint to your account. 

To do this, you’ll need to first buy a fax ATA device and then configure the fax ATA onto your edify account. Once the device is configured, you’ll be able to assign it to a fax number for managing faxes through it.

Configuring fax numbers and user permissions

Once a fax number is available on your account, you’ll route the fax number to a destination on your account, like a queue, Fax ATA, or email address. This route tells Edify where to send the faxes.

Navigate to Numbers > Fax Numbers to configure your fax numbers routing settings.

After your fax number is routed to a destination, decide which users on your account need permissions for handling faxes managed through this fax number and then assign these users the fax number.

Users will only be able to handle faxes for the fax numbers that they are assigned.

The Fax Permissions container in User settings is where you assign a user access to a fax number.