Fax
You must register with eFax® to use NetSuite for faxing. Visit www.efax.com to register before setting your fax preferences.
If you choose to register with eFax, be aware of the following:
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When sending faxes from NetSuite, eFax validates your Sender Policy Framework (SPF) records in DNS. For more information, see the Sender Policy Framework (SPF) section in Email Best Practices.
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Free eFax accounts do not function with NetSuite. To use eFax with NetSuite, you must set up a pay account with eFax.
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Field |
Description |
|---|---|
|
Customers Default to Fax Transactions |
Check the Customers Default to Transactions box as appropriate on the Fax subtab. Default to deliver customer transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define will default on all new customer records you create. Later, you can change the settings on individual customer records as needed by checking or clearing the appropriate boxes. |
|
Vendors Default to Fax Transactions |
Check the Vendors Default to Transactions box as appropriate on the Fax subtab. Default to deliver vendor transactions by printing, by email, by fax, or by a combination of the three. The delivery preferences you define will default on all new vendor records you create. Later, you can change the settings on individual vendor records as needed by checking or clearing the appropriate boxes. |
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Send Faxes Using |
After you have registered with eFax, ensure that eFax is selected in the dropdown. |
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Registered Email Address |
Enter the email address you used to register with eFax. |
|
Mode |
Select standard or fine as the quality of your fax. |
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Send Cover Page |
Check this box to send a cover page with your fax. |
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Send Confirmation Email |
Check this box to receive an e-mail message containing a copy of the fax you sent. |
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Fax Template Folder |
Select the File Cabinet folder where you want to store your fax templates in by default. |
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Prepend a '1' to Number When Sending a Fax |
To add a 1 to the beginning of a fax number when dialing, check this box. |