Aura eFax User Guide

Getting Started

Aura eFax is a secure, fast and convenient alternative to a traditional fax machine. You are assigned one of its unique fax numbers, which connects to your email and lets you send and receive faxes as email attachments.

To begin, you will receive an Aura eFax “Welcome” email stating that your account has been activated. It also shows your fax number and your PIN (personal identification number), which you will need to access the online Aura eFax FAQs.

Example of the Aura eFax “Welcome” email [01-welcome-email.png]

Your Aura eFax Account

Log Into Your Account

1. Go to www.efaxcorporate.com and click Login at the top-right corner of the page.
   
   
   
   
   Login button on the website [02-login-button.png]
   
   
2. In the User Login dialog, enter the fax number (11 digits in the US, including the country code) and the PIN you received in your Aura eFax “Welcome” email (see Getting Started).

User Login dialog [03-user-login-dialog.png]

The Home > My Account page appears.

 

My Account Page

From the My Account page, you can view and send faxes, run reports, update your profile, set your account preferences, share large files, and contact help when you need it.

Home > My Account page [04-my-account-page.png]

View or Change Your Profile and Account Preferences

The online help has full details and instructions. As a quick start, to see or change your Aura eFax profile and/or account preferences:

1. Click the Account Details tile on the My Account page.
2. Click the appropriate Edit links on the Profile and Preferences tabs, as described below.

Account Details tile [05-account-details-tile.png]

Profile tab

Use the Profile tab to change:

Account Details > Profile tab [06-account-details-profile-tab.png]

• Your name on your Aura eFax account
• Your contact email address. It is used to send service updates, password resets and administrative/billing emails and, if you wish, to send your inbound/outbound faxes (that is, Receive/Send emails).

• The format of your emails
• Your password and account ID number
• Your location and work telephone number

 

Preferences Tab

Use the Preferences tab to change:

• Your preferred language for the emails sent to you from Aura eFax
• The time zone for your fax activities
• The time and date formats of your faxes
• The page displayed when you first log in: My Account or the Message Center

• The email address(es) used for your inbound/outbound (Receive/Send) faxes

• Other options for your inbound/outbound faxes: call-station ID (CSID) numbers, fax-receipt information, file/email/date formats and cover pages
• Message Center info

 

Receive, Open, Print, and Save Faxes

A fax received at your Aura eFax number arrives as an email notification in your external email account. You can click the Aura eFax link in the notification to log into your account and access the fax.

A copy of the email is also delivered to your Aura eFax Message Center, so you can access your faxes either way.

Open a Fax

Option 1: Log in from your external email account

1. Click the Login or Aura eFax link in the message notification.
2. In the User Login dialog that appears, enter your credentials to access your account.

Fax message notification [10-fax-message-notification.png]

Option 2: Log in directly to the Message Center

Log into your account (see Log Into Your Account), then continue with Open the fax in the Message Center below.

 

Open the fax in the Message Center

1. On the Home > My Account page, click the View Faxes tile (or the View Faxes link in the top navigation bar).
   
   

   

   View Faxes tile [11-view-faxes-tile.png]

2. On the Message Center > View Faxes page, click the relevant email (that is, the one from Aura eFax) to open it, then click the attachment to open the fax on a separate Fax Viewer tab.

 

A received email in the Message Center, with an attached fax [12-message-center-inbox-with-fax.png]

The opened email, showing the attached fax [13-opened-email-with-attached-fax.png]

Page 1 of the fax [14-fax-page-1.png]

Page 2 of the fax [15-fax-page-2.png]

Print a Fax

Click the Print button on the Inbox tab toolbar.

Print button on the Inbox tab toolbar [16-inbox-toolbar-print-button.png]

Printed Message(s) window [17-printed-messages-window.png]

Save a Fax to Your Computer

Click the Download button on the Inbox tab toolbar.

Download button on the Inbox tab toolbar [18-inbox-toolbar-download-button.png]

Downloaded fax (to save on your computer) [19-downloaded-fax.png]

Send Faxes

There are two ways you can send faxes: via your Aura eFax account or via your external email account.

Notes:

Send Faxes

There are two ways you can send faxes: via your Aura eFax account or via your external email account.

Send a Fax Via Your Aura eFax Account

1. Log into your account (see Log Into Your Account).
2. On the My Account page, click the SEND FAXES tile (or the Send Faxes link in the top navigation bar).

Send Faxes tile [20-send-faxes-tile.png]

The Send a Fax form appears.

Send a Fax form [21-send-a-fax-form.png]

 

Complete the Send a Fax form

1. In the Add Recipient(s) section:
   1. Fill in or select the First Name, Last Name, Fax Number and Company of the first recipient. Alternatively, click Choose From Contacts to select a recipient from the Aura eFax address book; the fields auto-populate.
      • For the Fax Number field, enter the number without spaces or dashes. For example, enter 1-202-555-1234 as 12025551234.
      • If you manually fill in the contact’s information, you can check the Save Contact box to save it to your Contacts tab.
   2. Click Add. The recipient is listed in the Recipient List box.
   3. Repeat for each recipient you want to add (50 maximum).
2. Optional fields:
   1. Reference ID: enter a name or description to identify the fax as belonging to a particular issue, case or campaign.
   2. Account ID: enter your billing-account number.
   3. Client: enter your company name.
   4. Matter: enter your client ID.
3. Click the next drop-down arrow and select the desired quality of the fax transmission. Then use the Send-Receipt Email drop-down arrow to select the email address for delivering the confirmation receipt. You may see a default confirmation address; if a different address is needed, you can change it by updating your customer profile (see the online help).
4. If you want to Include Cover Page (checked by default), fill in the Subject and Message fields.

 

Then, attach your documents and send:

1. To attach documents (20 MB maximum), click Choose Files, then locate and select the files. Click the Supported File Types link on the form to see the types of files you can choose (also listed under Supported Attachment Types below).
2. Click Send Fax.

Send a Fax Via Your External Email Account

1. Open a new email. In the To field, enter the recipient’s fax number followed by @efaxsend.com. You can add up to 1,000 recipients.
2. Attach the files you want to fax.
3. To include a cover page, see Add Cover Pages to Faxes below.
4. Send the email.

Creating an email to send a fax [22-creating-email-to-send-fax.png]

Fax number format

• US number, such as +1 323 555 1234: type 13235551234@efaxsend.com, where 1 is the country code, 323 is the area code and 5551234 is the fax number.
• UK number, such as +44 (0)20 7555 1234: type 442075551234@efaxsend.com, where 44 is the country code, 207 is the area code and 5551234 is the fax number.

Note: You can attach up to 10 documents if not using a cover page, and up to 9 if you are. The maximum is 20 MB.

 

Supported Attachment Types

Your attachments (including the cover page) can be created in any of the following file formats:

Document type	Versions	Extensions	Category
Adobe Photoshop	v3.0 and above	PSD	Graphics
Adobe Portable Document Format	All versions	PDF	Cross-Platform
Adobe Postscript	All versions	PS	Cross-Platform
Amiga Interchange File Format	Raster Bitmap only	IFF	Graphics
Comma-separated Values Format	All versions	CSV	Spreadsheets
Compuserve Graphics Interchange Format	GIF87a, GIF89a	GIF	Graphics
Corel WordPerfect	v5x, 6, 7, 8, 9, X6	WPD, WP5, WP6	Word Processing
eFax Messenger Document Format	eFax Messenger	EFX (outbound faxes only), HOT	Cross-Platform
Encapsulated Postscript	All versions	EPS	Cross-Platform
Hypertext Markup Language	HTML only, with required base href tag	HTM, HTML	Publishing
jConnect Messenger Document Format	jConnect Messenger	JFX	Cross-Platform
Joint Photographic Experts Group	All versions	JPG, JPEG	Graphics
Microsoft Excel	97-2013	XLS, XLSX	Spreadsheets
Microsoft PowerPoint	97-2013	PPT, PPTX	Presentations
Microsoft Publisher	97-2013	PUB	Publishing
Microsoft Word	Windows: v97, 2000, 2003, 2007, 2010, 2013. Mac: v4, 5.x, 95, 98	DOC, DOCX	Word Processing
Microsoft Word Template	Windows: v97, 2000, 2003, 2007, 2010, 2013. Mac: v4, 5.x, 95, 98	DOT, DOTX	Word Processing
Microsoft Works Word Processor	v4.x, 5, 6, 7, 8.x, 9	WPS	Word Processing
OpenDocument Drawing	All versions	ODG	Graphics
OpenDocument Presentation	All versions	ODP	Presentations
OpenDocument Spreadsheet	All versions	ODS	Spreadsheets
OpenDocument Text	All versions	ODT	Word Processing
PC Paintbrush Graphics	All versions	PCX	Graphics
Plain Text	All versions	TXT, DOC, LOG, ERR, C, CPP, H, SRC	Word Processing
Portable Network Graphics	All versions	PNG	Graphics
Quattro Pro	v6 and above	QPW, WB1, WB2, WB3	Spreadsheets
Rich-Text Format	All versions	RTF	Word Processing
StarOffice Drawing	All versions	SXD	Graphics
StarOffice Presentation	All versions	SXI	Presentations
StarOffice Spreadsheets	All versions	SXC	Spreadsheets
StarOffice Text Documents	All versions	SXW	Word Processing
Tagged-Image File Format	All versions	TIF, TIFF	Graphics
Truevision Targa Format	All versions	TGA	Graphics
Visio Drawing	v3 and above	VSD, VSDX	Graphics
Windows Bitmap	All versions	BMP	Graphics
WordPerfect Graphics	v2.0 and above	WPG	Graphics

 

Add Cover Pages to Faxes

You can use the Aura eFax default cover page or your own.

Use the Default Cover Page

Aura eFax automatically formats a cover page for you when you send a fax via the Message Center or via your external email account.

Sending via the Message Center

Check the box next to Include Cover Page, then fill out the Subject and Message fields. (See Send a Fax Via Your Aura eFax Account.)

 

Sending via your external email account

• The default cover page auto-populates from the information entered in the email. (See Send a Fax Via Your External Email Account.)

• Any text in the email's body will also appear on the cover page.

• The Subject of the email will be the Subject of the cover page.

• In the To field of the email: Use your eFax Corporate fax number as the email address, as shown in this example: 13235551234 @efaxsend.com.

Cover-page codes

To indicate the recipient, sender and company names on the default cover page, or to turn the cover page on or off, enter the appropriate two-letter codes shown below.

Cover-page code	Format	Description
to	to=John_Doe	Enters the To name on the cover page.
fr	fr=Jane_Doe	Enters the From name on the cover page.
co	co=Doe_Sprockets	Enters the Company name on the cover page.
cp	cp=on, cp=off	Turns the cover page on or off.

If you use any of the codes:

• Place them between the fax number and the @ symbol in the email address. Example: 13235551234/cp=off@efaxsend.com. If entered in the To line of your email, this turns the cover page off.
• If using more than one code, separate them with a slash (/). Example: 13235551234/cp=on/to=John_Doe/fr=Jane_Doe@efaxsend.com. If entered in the To line of your email, this turns the cover page on and auto-populates John Doe in the To line and Jane Doe in the From line.
• For a company or individual’s name in the address line, use the underscore (_) in place of spaces. Example: 13235551234/cp=on/to=John_Doe/co=Doe_Sprockets@efaxsend.com. If entered in the To line of your email, this turns the cover page on and auto-populates John Doe in the To line and Doe Sprockets in the Company line.

If any of the codes’ formats are not understood by Aura eFax, the fax will still go through if the recipient’s fax number is valid.

Use Your Own Cover Page

If you prefer, you can use a cover page of your own design (see Supported Attachment Types for supported formats) on a fax sent via the Message Center or your external email account.

To use your own cover page:

1. First, turn off the default cover page.
   1. If sending via your Aura eFax account: uncheck the Include Cover Page box on the Send a Fax form.
   2. If sending via your external email account, do either of the following:
      • Enter the cp=off code in the To field of the email (see Cover-page codes above), or
      • Leave the body of the email blank. This includes removing any automatic signature(s) you may have set (see Sign, or Add an Image/Comments to, a Fax or Uploaded Document in the online help).
2. Second, attach your cover page first, then any other documents.

Additional Information

There are other things you can do when creating faxes:

Sign, or Add an Image/Comments to, a Fax or Uploaded Document

For information on how to sign, or add images or comments to, a fax, see the topic of the same name in the online help.

Special Email Tags for Fax Delivery

Tags are special commands you can include that direct Aura eFax to respond in a certain way. If you are sending a fax from your external email account and using the default cover page, you can use these two cover-page tags:

• {nocoverpage}: disables the default cover page (that is, directs Aura eFax not to fill in its template). Type this tag at the beginning of the first line of the text in the body of your email.
• {showbodytext}: directs Aura eFax to send the text in the body of your email as a separate fax page in front of any attachments. Type this tag at the beginning of the first line of the text in the body of your email.