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How to Send a Fax via Microsoft Outlook

How to Send a Fax via Microsoft Outlook

Video Duration: 02:08

Text Transcript

Before we get started, please note that you will need to have the RightFax Outlook Add-On installed.

To begin, let’s start in Microsoft Outlook.

  1. From the top ribbon, click the Send a Fax button
    1. A new message window will appear including the Fax Addressing dialogue box
  2. In the Fax Addressing tab, enter the required fax information including:
    1. Recipient Name
    2. Fax Number
  3. For additional faxing information such as attaching cover sheets, billing codes, and advanced options, toggle through the Fax Addressing tabs to customize your fax
  4. Next, select To.
    1. This automatically transforms the information you have entered into a proper address for the outbound fax to be sent via RightFax.
    2. If required, you can add more recipients to the Fax Addressing
  5. Finally, hit Send to send your fax.

Back in Outlook, you can track the status of your fax by click the Fax Status icon on the top ribbon. A new window will appear that will contain the real-time fax status information.

This post is tagged as: Administrators | End Users | Microsoft | Outlook | RightFax | Training | Videos

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