Email to Fax User Setup

Email to Fax User Setup in Forcura

Overview

Forcura’s email to fax feature enables users to send documents via fax directly from their email accounts. This powerful functionality streamlines document transmission and ensures secure, efficient communication. This guide will walk you through the necessary steps to set up and use the email to fax feature in Forcura.

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Benefits of Email to Fax

1. Convenience: Send faxes directly from your email without needing a physical fax machine.
2. Efficiency: Fast and streamlined workflow for document transmission.
3. Security: HIPAA-compliant and secure fax transmission.
4. Accessibility: Use from any device with email capabilities, including mobile devices.

Prerequisites

• An active Forcura account with administrator privileges.
• A registered and verified email address you plan to use for sending faxes.

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Step-by-Step Guide to Email to Fax User Setup

Step 1: Log in to Forcura

1. Navigate to Forcura: Open your web browser and go to the Forcura Login Page.
2. Enter Credentials: Use your email and password to log in. Complete two-factor authentication if enabled.

Step 2: Access User Management

1. Go to Settings: Click on the 'Settings' icon located in the dashboard.
2. Navigate to User Management: Select the 'User Management' section to manage user settings and permissions.

Step 3: Register the Email Address

1. Add User: Click on 'Add New User' if you need to add a new email address specifically for email to fax.
2. Fill in Details: Enter the required user information, including the email address you wish to register.
3. Assign Permissions: Ensure the user has the necessary permissions to send faxes. This typically involves assigning the appropriate role and enabling fax permissions.

Step 4: Set Up Email to Fax Configuration

1. Email Settings: Within the 'User Management' section, navigate to 'Email to Fax Settings'.
2. Add Email Address: Enter the email address from which faxes will be sent. Make sure this is the same email you registered in the previous step.
3. Save Configuration: Click 'Save' to apply the changes.

Step 5: Notify and Verify User

1. User Notification: Inform the user that their email has been set up for the email to fax feature.
2. Verification: Have the user verify their email address by clicking on the verification link sent to their email.