eFax Help Center

Tags are keyword categories you apply manually to your faxes in eFax Message Center to easily organize and find your faxes when you need them.

You can customize tags to fit your needs. You can create a tag for “signed contract,” for example, and append this tag to all faxes that include a signed contract. This way, when you need to find these faxes, you can simply search for the tag “signed contract.” You can add tags to any fax stored in Message Center, and add multiple tags to each fax.

Note: If you implement the optional Enhanced Security feature on your account, the tagging function will be disabled.

To add a tag to a fax:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In the message list, check the box next to each fax you’d like to tag.
4. Click Tags in the Message Center toolbar.
5. In the Create Tag panel, type in the Tag Name field, and click Save.
6. Repeat for each additional tag you’d like to add.

Note: Tags are not case-sensitive: HOUSE is the same as house.

To view or remove tags from a fax:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In the message list, check the box next to each fax you’d like to tag.
4. In the message list, check the box next to the fax whose tags you’d like to see.

Note: You can do this with only one fax at a time. To remove a tag, in the Edit Tag panel, check the box beside the tag and click Remove Tag.

Within eFax Message Center, you can further organize your faxes by grouping them into folders, using either the system’s standard folders or custom folders you create.

Note: Your Message Center will always have the following default folders (and they cannot be deleted or renamed):

1. Inbox: Contains your received faxes
2. Signed_Docs: Contains a copy of each fax you’ve signed or commented on in Message Center.
3. Trash: Contains faxes you’ve moved from other Message Center folders

To create a new folder:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In the Message Center Folders panel toolbar, click New.
4. Type a folder name in the Enter new folder name field, and click Create Folder.

To rename an existing folder:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In the Message Center Folders panel toolbar, click the folder you’d like to rename, and click Rename.
4. Type a folder name in theEnter new folder name field, and click Rename.

To delete a folder:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In the Message Center Folders panel toolbar, click the folder you’d like to delete, and click Delete.
4. At the Delete Folder confirmation, click Yes.

Within eFax Message Center, you can move or delete faxes, add tags to your faxes, and search for faxes sent or received through your eFax account.

To move a fax to another folder:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. Check the box next to the fax(es) you’d like to move, and click Move in the Message Center toolbar.
4. In the list of folders that appears, click the destination folder name.

Note: You cannot move faxes into or out of the Sent or Signed Docs folders.

To delete a fax:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. Check the box next to the fax(es) you’d like to delete, and click Delete in the Message Center toolbar.
4. At the Delete confirmation, click Yes.

Note: Faxes deleted from Message Center are not placed in the Trash folder and cannot be recovered.

You can view a summary of activity on your eFax account, as well as detailed activity logs for each of your fax numbers, at any time. To access the Usage tab, just click Account Details in the header on your eFax MyPortal page.

On the Usage tab, you’ll see a summary table with the following information:

1. Current Plan – Displays the current eFax service plan for your account.
2. Receiving Faxes – Displays the number of fax pages you have received since the start of the billing cycle (for a single fax number on your eFax account).
3. Storage – Displays the time period for which faxes will be stored in Message Center.

To view detailed Send and Received Fax Activity Logs:

1. Log in to eFax MyPortal.
2. Click Account Details.
3. Click the Usage tab.
4. Click the Activity Log.
   The Logs page displays fax activity, including details of the Date, number of Pages, Duration, and From (sender’s fax number).
5. To display activity for a date range, select From and To dates, and click Go.

In the Message Center, you can search for faxes by keywords or any tags you’ve applied to your faxes.To search for stored faxes:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In the Search field, type one or more keywords or tags.
4. Click Search Faxes. A new tab will open in the Message Panel and display your search results. You can search for keywords in the fax headers, fax documents, or any tags you’ve applied to your sent or received faxes.
5. To search, simply type the keyword(s) in the Search box in eFax Message Center.

Note: Tags are not case-sensitive: HOUSE is the same as house.

To view a sent fax in Message Center:

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In Message Center, double-click the Sent Faxes folder.
4. Locate and click the sent fax you’d like to view.

Send a Fax From MyPortal Message Center Using the Websend Form

1. Log in to eFax MyPortal.
2. Click Send Faxes.
3. In the Websend popup, type your recipient’s Name and Company.If you’ve added Contacts to your Message Center Address Book, a list of matching Contacts appears as you type. Select a Contact, and eFax auto-completes the recipient information.
4. To access your Message Center Contacts directly, hover over Choose From Contacts until the list appears. Select a Contact, and eFax auto-completes the recipient information.
5. In the Select Fax-To Country, select your fax’s destination country.When sending to international numbers using eFax, you do not need to include the “0” before the number.For example, if you want to send a fax to the UK number +44 (0)20 7555 1234, you would select UK (44) from the Select Fax-To Country list, and then type 442075551234 in the Fax Number field.
6. If you didn’t select a Contact, type the recipient’s Fax Number.
7. To include a cover page, check the Include Cover Page box, and type the Subject and Message in the fields provided.
8. To select a document to fax, click Browse, select a file on your computer or Internet device, and click “OK”. The name of your document appears in the Attachments box (Repeat to add up to 10 documents/18MB max).
9. Optional: Type a Reference ID.
10. Optional: From the Send Receipt list, select the email address for eFax to send your delivery receipt (otherwise, the receipt will be sent to the Default Send Address set in your Account Preferences).
11. From the Select Quality list, select a resolution for your fax.
12. Click Send Faxes.

eFax Message Center makes it easy to add comments or notes to faxes you’ve received. You can add as many text comments as you like to any area in your fax documents.

1. Log in to eFax MyPortal.
2. Click View Faxes.
3. In the Message Center, check the box beside the fax to which you’d like to add comments.
4. Click Sign in the Message Center toolbar. The Electronic Signatures popup will open and display your fax.
5. Navigate to the page in your fax where you want your comment to appear.
6. Click Text in the top toolbar
7. Type your comment text in the red comment box.
8. Drag the sides of the red comment box to resize and reposition as necessary.
9. To increase or decrease the font size of your comment, hold the mouse over the red comment box, and the gray toolbar that appears click the plus (+) or minus (-) sign.
10. When you’re done, click Save in the top toolbar.

eFax will automatically copy the commented version of the fax to your Message Center Signed_Docs folder.

Tip: To email or fax your commented fax without saving, click Email or Fax in the top toolbar.

Note: If you implement the optional Enhanced Security feature on your account, the comment feature will be disabled.

Anytime you send or receive a fax with your eFax^® service, all of the information relating to that fax are automatically stored online for the life of your account. You can retrieve them anytime through your eFax Message Center.

How to Turn on the eFax Storage Feature

To activate the free online fax storage and retrieval features:

1. Log into eFax MyPortal.
2. Click Account Details.
3. On the Preferences tab, in the Display Messages section, click Edit.
4. Select Yes and click Update.

Once Activated, You Can Access Your Faxes Online

To read faxes in your eFax Message Center:

1. Log into eFax MyPortal.
2. Click View Faxes.
3. From here you can order your list of faxes by date, sender or other filtering parameters; or search for the desired fax by date, sender or keyword.

eFax^® gives you several ways to easily forward copies of your inbound faxes. You can send a copy of a received fax either by email or by fax directly from your eFax Message Center.

Fax a Copy of a Fax with eFax Message Center

1. Log into eFax MyPortal.
2. Click View Faxes to be taken to the Message Center.
3. In your Inbox folder, check the box beside the fax(es) you want to forward.
4. Click Fax in the Message Center toolbar. The original fax will automatically be added as an attachment in a blank Send a Fax form. If you forward multiple faxes, each will be added as a separate attachment.
5. Fill out the recipient’s Name, Company, and Fax Number.
6. If you want to include a brief message with the forwarded fax, check the box next to Include Cover Page and enter a Subject and Message.
7. If you want, you can add other attachments, as well.
8. Click Send Fax.

Email a Copy of a Fax with eFax Message Center

1. Log into eFax MyPortal.
2. Click View Faxes to be taken to the Message Center.
3. In your Inbox folder, check the box beside the fax(es) you want to forward.
4. Click Forward in the toolbar.
5. In the Forward Faxes pop-up, enter the recipient’s email address in the box provided.
6. Click Forward.
7. If you want, you can add other attachments, as well.

Note: When you forward multiple faxes at once, each fax will be sent as a separate email.