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Here's a general guide on how to do it. Keep in mind that the exact menu names or steps might vary slightly with updates to the Admin Portal, but the core process remains consistent:
Steps to Automatically Forward Faxes to Email:
- Log in to the RingCentral Admin Portal: You'll need administrator credentials to access these settings.
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Navigate to the relevant Fax Settings:
- Once logged in, look for a section related to Users or Phone System.
- If you want to configure this for a specific user's fax number, go to Users > User List > Users With Extensions and select the user.
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- If it's a company-level fax number or a message-only extension dedicated to faxes, you might find it under Phone System > Numbers > Company Fax Number or similar.
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Find Notification Settings for Faxes:
- Within the user or extension settings, look for a section like Notifications or Messaging Notifications.
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- You might see options like "Basic Settings" or "Advanced Settings." For more control over where faxes are sent, you'll likely want to go into Advanced Settings.
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Configure Fax Notifications to Email:
- Look for a section specifically for "Received Faxes" or "Fax Notifications."
- There should be an option to "Send Notifications to" or "Notify me by email."
- Check the box for "By Email."
- Enter the email address(es) where you want the faxes to be forwarded. You can typically add multiple email addresses by separating them with a comma or semicolon, or by clicking an "Add" button if available.
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- Crucially, ensure you select the option to "Include attachment with email" (or similar wording) so that the actual fax document (usually as a PDF) is attached to the email.
- You might also see an option to "Mark message as read once emailed," which can help keep your fax log tidy.
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Save Your Changes:
- After making your selections, always remember to click Save or Done to apply the changes.
Important Considerations:
- Permissions: Only administrators or users with specific permissions can usually configure these settings.
- HIPAA Compliance: If your account is configured for HIPAA compliance, there might be restrictions on receiving faxes via email for security reasons. You should check with RingCentral support if you have a HIPAA-compliant account and need fax-to-email functionality.
- Message-Only Extensions: For dedicated fax lines, RingCentral often recommends assigning them to a "Message-Only Extension." This type of extension is specifically designed for voicemails and faxes, and its notification settings are where you'd configure email forwarding for incoming faxes.
- Fax Numbers vs. Voice Numbers: Ensure you are configuring the settings for your fax number and not a voice number, as fax features are distinct.
By following these steps, you should be able to set up automatic fax forwarding to your desired email addresses. If you encounter any difficulties, the RingCentral Support website is an excellent resource!