Did you know you can send eFaxes from RB9?
For those times when you need to send an RB confirmation, invoice, or statement via fax you can set up RB9/RB Lite to send an eFax using RB’s Email method:
- Allow the email address you will be sending FROM in your eFax service.
- In RB9/RB Lite in the New Notification Email section of the entity’s listing, select which Notification Type(s) you want to send via fax. Then add your contact’s/firm’s fax number as the email address using this format:
For example if the client’s fax number is 832-555-1234 and you use MyFax (https://www.myfax.com/) as your eFax vendor, enter firstname.lastname@example.org.
- Enter the fax number with no hyphens or spaces.
- Most fax vendors require the international code prior to the fax number, 1 is for USA.
Now in this example if you send a confirmation, invoice, or statement email in RB9/RB Lite to email@example.com, the eFax service will send your email to 832-555-1234 as a fax.