Sending a Fax from ACT!

1. Sign up for eFax

2. Install eFax Messager Software

3. Get in to ACT!

4. Get to the contact you want to fax

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5. Write, Fax

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6. Fill in youir document as desired

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7. Click the Send button at the top

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8. Select Send as a Fax...

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9. You will see it preparing the open document for faxing

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10.  Select the Fax tab.  You could click on Send Fax now, or...

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11. Select the Advanced... button for more options to fill in more details for the recipient

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12.  You will see an email created, ready to send with the email program configured with ACT!, such as Microsoft Outlook

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Your document will be an EFX file which is sent to the EFax server and converted into a regular fax for delivery via phone lines.

 


ACTHelp.com

CICall.com/fax

202-829-4444
800-DATA1OK

202-449-9500 or 888-892-3669 Fax

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