Testing Send to Fax Content
Fax admin users can verify fax content is rendered correctly by sending faxes in test mode. This creates a Sent Fax record without actually sending the fax to recipients.
Who can use this feature?
- Fax Admin Users — Browser
- Testing Send to Fax Content and Functionality
- Users require an Approved Email license
Configuring Testing Send to Fax for
Fax Admins
To configure this feature, ensure Configuring Send to Fax is complete.
Testing Send to Fax Content and Functionality as
Fax Admins
Faxes are sent using test mode whenever the following conditions are met:
-
The user is a designated fax admin (the fax_admin__v field on the user__sys object is selected)
-
The user is in a sandbox Vault
When sending faxes using test mode, Vault CRM creates a Sent Fax record, but does not send the fax or deliver it to the fax number on the account.
Overriding Test Mode
Fax admins can override test mode to emulate every aspect of a real fax transmission, including delivery status, by setting the recipient’s fax number to +19898989898. This sends the fax to a dedicated test number and allows customers in sandbox environments to fully verify the following:
-
End-to-end fax delivery status
-
The final fax content to be delivered, including the header timestamp added on all delivered fax content
