Types and Folders in eFax Portal
Instructions for adding new fax type and folders in the eFax portal.
Mickey Nouhan
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26 steps
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58 seconds
Callharbor
1
Log into the [eFax Portal](https://efax.callharbor.com/)
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Click "SETTINGS"
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Click "FILTERS"
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There are two filters that can be created: Type or Folder. A fax can be assigned 1 type and 1 folder.\ Types will be covered in steps 5 - 7\ Folders will be covered in steps 8 - 10
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Click the 'Add a new type' text field. Enter the name that should be used for the new fax type
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Click the Plus icon. You can now add another fax type.
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Once all fax types are created, click "SAVE"
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Click the 'Add a new folder' text field. Enter the name that should be used for the new fax folder
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Click the Plus icon. You can now add another fax folder.
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Once all fax types are created, click "SAVE"
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To assign a fax to either a type or folder, you'll need to locate the fax in the Search tab
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Click "SEARCH"
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Double-click the fax you want to assign
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This will open the fax in the View tab. Use the '--select type--' drop down to assign the Fax Type
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Use the '--select folder--' drop down to assign the Fax Folder.
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Once the type and/or folder is assigned, click the Save icon
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To search for faxes based on type:
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Click "SEARCH"
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Click '--select type--'' dropdown and select the Type to search for
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Once the type is selected, click the arrow icon to search
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The search will display all faxes assigned to the type searched
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To search for faxes based on folder:
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Click '--select folder--'' dropdown and select the folder to search for
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Once the folder is selected, click the arrow icon to search
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The search will display all faxes assigned to the folder searched
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Click here.
