Learning to use RightFax FaxUtil is fairly easy once you get the hang of a few basics. Although the interface may look intimidating to a new user, it won’t take you long to learn everything you need to send a fax. With a bit of study, you will be creating and sending faxes (complete with cover pages) in no time.
If you are struggling with the basics of FaxUtil, or if you have no idea where to begin, follow this quick step-by-step guide to get the hang of using your new fax server software.
Creating a New Fax
Faxes can be sent from a variety of devices and in many formats. To create a new fax for sending, follow these instructions:
- Click the “New Fax” button to open a new fax information dialog box.
- Once the box appears, add the fax recipient’s name and phone number in the appropriate boxes.
- On the right side of the box, you will see options you can select for sending a fax that include:
- Fine mode
- Use cover sheet
- Hold for preview
- Use smart resume
- Create PDF image
- Use cheap rates
- Delay send
- At the top of the fax information box, there will also be tabs to create options for “Cover sheet notes,” “Attachments” and more.
- Once you have finished setting the options for your fax, click “Send” to send the fax.
Adding a Cover Sheet
To add and a cover sheet to your fax and configure its setting, follow these steps:
- Click the “New Fax” button to open a new fax information dialog box.
- In the “Main” tab, on the right side, check the box for “Use cover sheet.”
- Click over to the “Cover Sheet Notes” tab and inserts notes to be placed on the cover sheet.
- Click over to the “More Options” tab and select the type of cover sheet under the “Cover Sheet File” dropdown menu. Your system can have a default setting, or you can choose from several document types.
- After you have filled out the recipient’s name and number on the “Main” tab, click “Send” to send the fax.
Attaching Documents to Faxes
RightFax enables you to attach multiple document types to outgoing faxes. To attach a document, follow these steps:
- Click the “New Fax” button to open a new fax information dialog box.
- Click the “Attachments” tab on the fax information box.
- Click the button (should look like a paperclip) to attach a document.
- A system window will open up allowing you to select a document from your computer.
- Browse and select the file you wish to attach and select “Open”
- Continue to prepare and send your fax according to the instructions in the previous sections.
Get All the Basics
From creating a phonebook to adding entries, assigning billing codes and more, the basics of RightFax are fairly easy to learn. We have a guide that you can download and/or print out to help you learn even more. You can download it (and other user guides) here. For even more RightFax troubleshooting and tips, sign up for RightFax University for free.
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