eFax Settings

TABLE OF CONTENTS

• Using eFax
• Enabling eFax
• Acquiring eFax Numbers
• Editing eFax Inbox Permissions
• Adding eFax Numbers to Lead/Contact Profiles

Using eFax

For details about how to use eFax within Fold, visit our user guide. 

Enabling eFax

eFax is a flag-based functionality available within the Fold Health platform. Inform your Customer Success Manager or Implementation Manager if you’d like to enable e-Fax on your Fold tablespace. 

Acquiring eFax Numbers

You may purchase a new number in Fold (done on the back end by a Fold engineer) or port an existing fax number you own. Porting existing fax numbers takes between 3-5 weeks. 

If you do not already have an established fax number for outbound use, we recommend buying a new one directly in Fold rather than porting an old one

Editing eFax Inbox Permissions

To edit which staff members are able to send and receive faxes, navigate to Settings → Messages → eFax → Edit.

Adding eFax Numbers to Lead/Contact Profiles

To send an eFax from Fold, a person or organization must be created in your Leads/Contacts section of Fold: 

1. Leads/Contacts tab > Add Contact
2. Make sure the Contact Type is listed as Provider
3. Fill in all the required fields
4. Scroll down to the Custom Fields heading. Click on the “Select Custom Fields” box and check off “E Fax Number”
5. Enter the E Fax Number and Click Add to save the new contact.

To send eFaxes to any contact type other than Provider, update your Custom Contact Fields settings; eFax defaults to Provider contact types only.