Creating and Sending Fax Messages

Market: House

Description: These instructions teach users how to use IQ to send email messages to a contact’s fax machine using a House Outlook Exchange Server. Please contact your House IQ Consultant for questions on the technical configuration.

Note: This feature recommends that attachments which are included in the electronic faxed message are 20MB or less. Attachment types accepted are: PDF, Word, Excel, PowerPoint, and Text.

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Sending an E-Fax

Creating an E-Fax Contact Record for an E-Fax Message

1.Navigate to Contacts > Find Contacts > Find or Add a Contact.

2. In the Find Contact pane, enter information and click Find Existing Contacts to determine if the contact record exists in IQ.

3. A set of results is displayed, click Add Contact and complete the steps to create a contact record. If the Contact exists, click on the existing contact.

4. The Contact window opens. If there is existing fax information listed in the Contact record, it will appear under General in the Online Info field.

5. Select the Online Info + to add the E-Fax information, if it’s not listed.

6. Complete the fields for adding an E-Fax.

a. In the Email Address field, add the E-Fax information. For IQ, the @fax.house.gov is the default address. For example: 703-555-1212@fax.house.gov.

b. In the Description field, type Fax.

c. Check Primary, if this is the preferred contact information to use. If not, leave it blank.

d. Select Save.

7. The E-Fax contact information will now be saved to the Contact record.

Sending an E-Fax

1.Navigate to the Actions drop-down and select New Form Message. The Email Message module appears.

2. Complete the necessary fields listed below to send an E-Fax.

a. Outgoing – Email should be selected.

b. To – Access the fax number by selecting the drop-down and choosing the fax number with @fax.house.gov. If the E-Fax number was listed in the Contact record it should appear.

c. Attachments – Add attachments in the electronic faxed message. Attachment types accepted are: PDF, Word, Excel, PowerPoint, and Text.

d. Form Letter – If sending a Form Letter, select the type.

3. Select Send.