---
title: 📠 How to Send a Fax from Your PBX Portal
description: "This guide explains how you can send a fax directly from your PBX web portal without needing a physical fax machine. --- ## ✅ What you need before sending a fax Make sure you have: - Your PBX portal login…"
url: "https://www.dataphone.cloud/docs/how-to-send-a-fax-from-your-pbx-portal/"
updated: "2026-02-27"
category: Docs
---

# 📠 How to Send a Fax from Your PBX Portal

This guide explains how you can send a fax directly from your PBX web portal without needing a physical fax machine.

---

## ✅ What you need before sending a fax

Make sure you have:

- Your PBX portal login credentials 🔐
- The document you want to fax (PDF, Word, or image file) 📄
- The recipient’s full fax number, including country code 🌍

---

## 🚪 Step 1 — Log in to your Portal

1. Open your PBX web portal in your browser.
2. Enter your **username and password** and sign in.

---

## 🧭 Step 2 — Navigate to the Fax Area

Go to:

```
Applications ➜ Fax Server
```

You will see one or more fax servers listed.

![](https://www.dataphone.cloud/wp-content/uploads/2026/02/pbx-portal-applications-1-1024x471.jpg)

---

## 📡 Step 3 — Select a Fax Server

Click on the **Fax Server** you normally use for sending faxes.

Then click:

> ➕ **New**

This will open the **New Fax** form.

![](https://www.dataphone.cloud/wp-content/uploads/2026/02/fax-servers-1024x186.jpg)

---

## 📝 Step 4 — Fill in the Fax Details

Complete the fields below in the New Fax section:

| Field | Required? | What it means | Example |
| --- | --- | --- | --- |
| **Header** | Optional | Text that appears on the cover page | “Confidential Fax” |
| **From** | Optional | Your name or company name | “ABC Medical Center” |
| **To** | Optional | Name of the recipient | “John Smith” |
| **Fax Number** | ✅ Required | Recipient’s fax number **with country code** | 12125557890 |
| **Fax File** | ✅ Required | Upload your document | PDF, DOCX, or Image |
| **Resolution** | Optional | Quality of the fax | Standard / High |
| **Page Size** | Optional | Size of fax pages | A4 / Letter |
| **Subject** | Optional | Short description of fax | “Medical Records” |
| **Message** | Optional | Message on cover page | “Please review attached document.” |
| **Footer** | Optional | Extra note for recipient | “Call if questions.” |

---

## 👁️ Step 5 — Preview (Recommended)

Before sending, you can click:

> 👁️ **Preview**

This lets you see exactly how your fax will look to the recipient.

---

## 📤 Step 6 — Send the Fax

When ready:

- Go to the **top-right corner**
- Click **Send**

Your fax will now be transmitted through the system.

---

## 📬 What happens next?

After sending:

- The system will attempt to deliver your fax
- You can check the status in the **Fax Logs / Sent**section

![](https://www.dataphone.cloud/wp-content/uploads/2026/02/Screenshot_10-1024x185.png)

---

## ⚠️ Important Tips

- Always include **country code** in the fax number
- Make sure your file is clear and readable
- Avoid very large files if possible
- Use PDF format for best results