To configure this feature, ensure Configuring Send to Fax is complete.

Users can send faxes to only one recipient at a time.

To send a fax to an account:

1. Select an account to view the Account Detail page.

2. Select the Send Fax action.

3. Select a Fax Template.

   The Fax Templates list includes templates that match the products the user is assigned to in My Setup, and any templates that are not assigned to a product. Any sharing rules applied to the Fax Template document type are respected and the list filters out templates the user does not have access to.

   Users can search, sort, and filter the list of templates, and preview a template by selecting the Eye icon. Searches are performed against the name__v and description__v fields, not the template content.

   To quickly find templates used on a regular basis, users can select the heart icon to favorite these items. Users can select a filter to view only their favorites, making it easier and faster to select templates when sending a fax.

4. Select Open Selected (Browser platform). The selected template opens automatically on iPad.

5. Confirm the recipient and their fax number in the To: field.

6. To change the fax number, select the recipient and select a different number from the dropdown.

7. Enter text or select values for user input tokens in the Compose Fax panel on the left side of the Send Fax screen.

8. Select Send Fax (Browser) or use the Slide to Fax action (iPad/iPhone) to send the fax.

A notification displays, indicating the fax was sent successfully.

If a fax fails to send due to transmission errors, the fax service provider tries to resend the fax for up to 25 minutes. If the transmission process is still unsuccessful, a reason for the failure is recorded on the Failure Message field of the Sent Fax record.

Vault CRM creates a Sent Fax record after a fax is sent.