Setting Up New Fax Lines in EvoVoice

Overview

Setting up a new fax line in EvoVoice involves two key components:

1. Incoming Fax Number – Used to receive faxes via email.

2. Outgoing Fax Email – Used to send faxes to other fax numbers.

This guide outlines the process of purchasing a fax number and configuring it for both incoming and outgoing faxes.

A. Setting Up an Incoming Fax Number

1. Gather Required Information

• Client Name

• Area Code of the fax number the client wants to purchase

• Client’s Email Address where faxes will be sent

2. Purchase and Configure the Fax Number

1. Log in to EvoVoice.

2. Ensure you are using the correct account.

3. Navigate to Endpoints > New Endpoint > Incoming Fax Number.

1. Enter the Client Name.

2. If this is a new client, click + to create a new client. Make sure the Parent Center is set to the correct Center Name.

3. Enter the Area Code and click Search.

4. Choose the fax number you want and click Buy. Confirm by clicking OK.

5. After purchasing, you will be redirected to the Fax Number Configuration page.

6. Check that the Customer Name and Parent Name are correct.

   • Example: For VitalCare Wellness Center, it should display VitalCare Wellness Center > Incoming Fax Number.

7. Click on Flow.

8. Set When to Always.

9. Set Flow to Shared Incoming Fax. If this flow hasn’t been created yet, contact our support team.

10. Enter the client’s email address where faxes will be received.

11. Click Save.

B. Setting Up an Outgoing Fax Email

1. Create an Outgoing Fax Email Address

1. Navigate to Endpoints > New Endpoint > Email Address.

2. Enter the Client Name.

3. Fill in the following details:

   • Prefix – Enter fax (no additional text needed).

   • Flow – Select SharedOutgoingFax, FaxOutbound or whatever is has been setup to your organization.

   • Extension - Enter the extension number if applicable.

   • Fax Number – Enter the fax number purchased earlier.

4. Click OK.

5. The system will generate a fax email address.

6. Note down the assigned Fax Email Address for reference.

C. Finalizing the Setup

• Record both the Incoming Fax Number (e.g., +17202146424) and the Fax Email Address (e.g., fax@vitalcare.com).

• Send these details to the client.

• Include the “How to Fax using EvoVoice” document for reference.

Important:

• The fax number and email address will be unique for each client.

• Do not use the example numbers and emails provided.

Conclusion

Following these steps ensures a smooth setup for fax lines in EvoVoice. If any issues arise, confirm that the client details and settings are correctly configured.