Send Fax

Send Fax allows you to quickly attach documents and send faxes from Intelligent Capture.

Send Fax will only be available in the Navigation Menu if the Upland CloudFAX integration has been enabled for your account and you are assigned to a role that has permission to the integration. See Integrated applications for more information.

  1. On the Details tab, click Add to add one or multiple fax recipients.

  2. Enter the name of the person you are sending the fax to in the Contact Name box. This field is optional and is for your reference only.
  3. Enter the fax number you are sending the fax to in the Fax Number box. Use the following format:

    +(country code)(area code)(fax number)

    For example: +1-212-9876543 or +44-208-1234567

  4. Click Add.

  5. Click Choose File to select the documents you want to attach, or move documents to the Add Files to Fax area using a drag-and-drop operation.

  6. To add a cover page to your fax, enter text in the Message box. Use the formatting bar along the top to format the text.

  7. By default, fax options are taken from your fax settings in Upland CloudFAX; however, you can modify these options before sending a fax from Intelligent Capture. Click the Options tab to access fax options.

    Fax CSID: Your identification as seen in your outgoing fax.

    Number of Attempts to Perform: The number of attempts to perform when fax transmission fails.

    Page Orientation: Specify portrait or landscape page orientation for the transmission.

    Page Size: Specify the page size to be transmitted (A4, B4, legal, or letter).

    Rendering Optimization: Specify whether to render documents in grayscale, black and white, or fine.

    Resolution: Specify standard or fine resolution for the transmission.

    Notification Email: An optional email address to which feedback messages are sent.

    Send Fax After: Allows you to delay sending the fax until after the specified date and time.

    Use these settings as the default settings: Remembers the selected options and uses them as the default options for faxes sent from Intelligent Capture.

  8. Click Send Fax.