How to Send and Receive eFax Faxes in the Web Portal

How to Send and Receive eFax Faxes in the Web Portal

Looking for answers in a hurry? Check out Cheat Sheet: How to Send and Receive eFax Faxes in the Web Portal!

In order to use Mongotel eFax, you’ll first need to set up an eFax subaccount with us. Give us a shout at (718) 942-9990 or info@mongotel.com and we’ll get that process started!

Mongotel’s intuitive eFax solution empowers you to send faxes either from your email or from an easy-to-use web portal. This guide focuses on the portal and will walk you through how to send your first eFax from it.


Table of Contents


Sending Faxes from the Web Portal

Step 1: Log in to your account at https://fax.mongotel.com/.

Enter the email and password you used when registering for a Mongotel eFax subaccount.

Step 2: In the “Fax Number” box, enter the recipient’s 10-digit fax number.

Manually entering a recipient’s fax number.

To quick-select contacts, click the blue icon next to the Fax Number field. Then select one of your contacts.

Opening the Contacts menu to send an eFax to a saved contact.

Step 3: Select a cover page.

Selecting the “Test” cover page.

You can create more cover pages to suit your business needs by following the steps outlined in How to Create eFax Cover Pages.

Step 4: In the “Deliver To” box, enter the recipient’s name.

This step only applies if you’re using a cover page.

The Deliver To field.

The following three fields only appear after selecting an applicable cover page:

  • Deliver To: The name of the person who will be featured on the cover page.

  • Subject: The subject that will be featured on the cover page.

  • Notes: The information that will be included as additional notes on the cover page.

Step 5: Enter a subject and additional notes, if you’d like.

This step only applies if you’re using a cover page.

The Subject and Notes fields of the cover page.

The following three fields only appear after selecting an applicable cover page:

  • Deliver To: The name of the person who will be featured on the cover page.

  • Subject: The subject that will be featured on the cover page.

  • Notes: The information that will be included as additional notes on the cover page.

Step 6: In the “Attachments” field, upload any files that you’d like to include in the fax.

The Attachments field.

You can drag and drop files to be uploaded or you can manually add them by clicking the blue plus icon.

Step 7: Click “SEND.”

The “Send,” “Send later,” and Preview buttons.

If you don’t want to send the fax immediately, you can schedule a time for delivery by clicking “Send later.” That will open a window that looks like this:

Scheduling a fax to send later.

Simply select a time and date and then click Send.

Wrap-Up

Congratulations! You’ve just sent your first eFax with Mongotel. Now to put our nearly unlimited fax volume to the test.


Having Trouble? Contact Support!

Either we’re forgetting something or this process is just too simple. If you’ve encountered a problem, comment it here and we’ll get to work writing up troubleshooting steps to solve it. In the meantime, our Support Team will be happy to connect.

Contact us at (718) 942-9990, by dialing 611 on any Mongotel-programmed phone, or by emailing helpdesk@mongotel.com and we’ll get you the care you need ASAP. For anything other than service-related requests or issues, the team at info@mongotel.com stands ready to assist you.


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