Send a fax

Prerequisites
  • Conversation > Call > Add permission 
  • Conversation > Fax > Send permission
  •  A selected phone

Send files saved on your computer or stored in Documents as a fax. 

Workforce engagement for PureConnect and Genesys Engage users

This Genesys Cloud feature is not available to users from the PureConnect and Genesys Engage platforms.

Users from those platforms can supplement or replace their platform’s workforce engagement features with the robust and scalable features available in Genesys Cloud. For more information about how customers from those platforms use Genesys Cloud features, see the Genesys Cloud Workforce Engagement for PureConnect Solution Guide and the Genesys Engage cloud User Guide.

 

  1. Click Calls.The Calls icon
  2. Click Send FaxSend fax icon The Send a Fax window appears.
  3. Enter the fax number. 
    Notes
    • To open the Send a Fax window, you can also click an external organization’s fax number. Genesys Cloud copies the number into the appropriate field.
    • To share files with other users without sending a fax, use the share a file feature in Documents.
  4. Choose whether to include a cover page with your fax. If you include a cover page, you can make a note to include on the cover page. The cover page includes the date and time, the recipient’s number, your number, and any notes you made. 
  5. Click Browse Your Computer… Alternatively, click Browse Genesys Cloud Documents….
    Note: Genesys Cloud supports faxing the following file types: .tiff, .pdf, .doc, .docx, and .odt. 
  6.  Select the file you want to fax. 
    Note: Genesys Cloud currently only supports faxing one file at a time.
  7. To send the fax, click Fax.The status of your fax appears in Active Calls.Fax Status 
  8. View sent faxes in your personal workspace.

Workforce engagement for PureConnect and Genesys Engage users

This Genesys Cloud feature is not available to users from the PureConnect and Genesys Engage platforms.

Users from those platforms can supplement or replace their platform’s workforce engagement features with the robust and scalable features available in Genesys Cloud. For more information about how customers from those platforms use Genesys Cloud features, see the Genesys Cloud Workforce Engagement for PureConnect Solution Guide and the Genesys Engage cloud User Guide.

  1. Find a file in Documents
    Note: Genesys Cloud supports faxing the following file types: .tiff, .pdf, .doc, .docx, and .odt. 
  2. For the file you want to fax, select ShareShare document
  3. From the Share drop-down menu, select Fax. Documents inserts the file into a fax in the Calls panel.
  4. Enter the fax number.
  5. Choose whether to include a cover page with your fax. If you include a cover page, you can make a note to include on the cover page. The cover page includes the date and time, the recipient's number, your number, and any notes you made. 
  6. To send the fax, select the Fax button. 
    The status of your fax appears in the Active Calls column.Fax Status
  7. View sent faxes in your personal workspace.