Fax Administration
Fax Admins can use the Fax Administration screen to view all authorized fax numbers for their Vault and monitor usage and limits, ensuring fax communications are secure and restricted to the correct customer's Vault instances.
Who can use this feature?
- Fax Admin Users — Browser
- Requesting the Addition of a Fax Number
- Viewing Authorized Fax Numbers and Usage
- Users require an Approved Email license
Configuring Fax Number Management for
Fax Admin Users
To configure this feature:
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Ensure Configuring Send to Fax is complete.
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Ensure Configuring Approved Email is complete.
Requesting the Addition of Fax Numbers
Customers can request the addition of fax numbers for use in their vaults. Veeva works with Sinch, a fax provider, to authorize requested numbers and make them available for fax communications in Vault CRM.
To request authorization of a fax number:
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Download the following forms:
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Enter the necessary information in the forms.
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Create a support ticket.
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Attach the completed forms to the support ticket.
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Attach any country-specific details required for fax authorization as described in the following table:
Country Details Germany German Company Incorporation Certificate Copy -
Submit the support ticket.
The time required to verify and add fax numbers can vary due to factors including location.
Viewing Authorized Fax Numbers and Usage
The Fax Administration page displays information on the fax numbers available for a customer’s Vault, including the authorization status, statistics for usage, and the number of associated templates.
To view the Fax Administration page, navigate to Admin > Configuration > Channels > Fax.
The Vault CRM Help link at the top of the Fax Administration page directs Fax Admins to the forms required to port or release a fax number, or manage which Vault CRM instances can be used for faxing.
The following information is displayed in the Outbound Fax and Inbound Fax sections:
Outbound Fax
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Outbound Fax Usage - Displays the number of fax pages sent, and the limit of fax pages that can be sent from the Vault. This limit is set to 30,000 fax pages per calendar year. Fax pages will no longer be sent after this limit is reached.
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Fax Number - Select the fax number to view details
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Porting Status - Status of the fax number porting process
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Porting in Progress
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Ported In
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Port Rejected
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Porting Out in Progress
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Ported Out
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Service Status - Status of the fax number
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Active
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Inactive
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Pending
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Associated Fax Templates - Select the number to view the associated templates
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Faxes Sent in Past 30 Days
Inbound Fax
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Inbound Fax Usage - Displays the number of fax pages received. This limit is initially set to 100,000 fax pages per calendar year.
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Porting Status - The status of the fax number porting process
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Porting in Progress
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Ported In
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Port Rejected
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Porting Out in Progress
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Ported Out
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Service Status - Status of the fax number
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Active
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Inactive
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Pending
