Cloud Fax How-to Videos

Adding and Managing Administrators

This video provides steps and guidance on creating and managing Concord customer administrators, including processes to lock and delete admins as well as edit admin accounts to update their settings and placement within your account hierarchy.

Adding and Managing Departments

Concord departments can be used to organize billable users and activity, isolate administrative access and manage group-level default behaviors. This video details how to create and manage departments, and the various settings that control users and admins in departments and sub-departments within the Concord account hierarchy.

FAX INVENTORY

Introduction to managing Cloud Fax numbers.

INBOUND DELIVERIES

The Inbound Deliveries notification provides an in-portal alert on inbound messages that have been received via fax but have not been delivered to their customer destination endpoints. This video examines the logging associated with pending or failed inbound deliveries via FTP, SFTP or HTTP push services.

ADDING A CLOUD FAX USER

This video provides detailed instructions on adding a Cloud Fax user, with an emphasis on email-based sending and receiving of faxes. These instructions could also be applied to Cloud Fax users created to send or receive via API or Concord tools such as Print2Fax, Folder Fax and Fax Assist.

ANALYTICS REPORTING

Concord provides a comprehensive record of all outbound fax transmissions sent via the Cloud Fax platform. This video explores how to query for outbound transmissions and access the details and options available for viewing, resending and canceling messages.

ACCOUNTING OR “CDR” REPORT

The accounting or “CDR” report is generated monthly to capture inbound and outbound traffic details in one text-based report to aid in reconcilliation and provide a monthly account of billable traffic for your account. This video shows how to generate and download these reports.

OUTBOUND ACTIVITY REPORTING

Concord provides a comprehensive record of all outbound fax transmissions sent via the Cloud Fax platform. This video explores how to query for outbound transmissions and access the details and options available for viewing, resending and canceling messages.

INBOUND ACTIVITY REPORTING

Concord provides a thorough record of all inbound fax transmissions and failed inbound calls. This video explores how to query for inbound fax transmissions, access the details related to fax receipt and handoff to customer destinations, and perform resubmissions individually or in bulk.

CLOUD FAX ADMIN DASHBOARD

Concord’s Admin Portal Dashboard contains a suite of useful tools to help you manage and understand your Concord fax services and how they are being used. This video provides an overview of the four modules that make up the Concord Dashboard: Inbound / Outbound Fax Pages, Top Outbound Destinations, Fax Number Inventory and Network Health.

CLOUD FAX ADMIN PORTAL PREFENCES

This video explores the various settings and permissions that can be applied to a Concord Admin account. This includes managing user and password data, editing access rights to various functions and data content, as well as the baseline security requirements to access and use Concord services in an administrative role, in accordance with your security requirements.

RECEIVING FAXES

Receive online faxes in your email inbox and manage faxes just like you would manage email messages. With Concord Cloud Fax, any email client can be used to receive faxes, including free webmail services or email on your smartphone. Faxes are received as PDF, TIF, or XPS attachments to the email message, and can be printed, saved, archived, or forwarded.

SENDING FAXES

Sending a secure, compliant online fax with Concord is as easy as sending an email message. Using any email client, including free webmail services or your smartphone email, send faxes via email with the fax document attached to the email message. Add cover page text by including notes in the email body, and receive delivery confirmation via return email.

USING PRINT2FAX

With Concord’s Print2Fax, you can send secure internet faxes from Windows applications that have a print option. Select the Concord Fax Printer and add fax recipients, or look them up from your phone book. Select a cover page and add notes, include tracking or billing information if needed. Receive fax delivery confirmation via email.

CUSTOM COVERPAGES

Creating custom, HIPAA compliant fax cover pages is easy with Concord Fax. Custom cover page settings can be enabled for each user or default settings can be created by department, sub-department, or at a companywide level. Starting with our cover page template, this video will walk you through branding it for your company and uploading it into the Concord Web portal.

WEB PORTAL

Get an introduction to the Concord Cloud Fax Web Portal: This video takes you through the ins and outs of the Portal and all of the ways it will help you manage faxes and fax activity. For those businesses in highly regulated industries, one of the most appealing features of the Portal is how easy it is to keep track of fax transmissions, making PCI and HIPAA compliant faxing simple.

REPORTING

Reporting fax activity with the Concord Cloud Fax Web Portal: This video covers the reporting side of the Web Portal, and will walk you through the different reporting options and functionalities. The Cloud Fax Web Portal is your place to gather info and insights on your business’s fax activity. For organizations that are committed to HIPAA compliant online faxing, the reporting feature is highly valuable.

USER INTERFACE

This video gives an overview of the user account experience with the Concord Cloud Fax Web Portal. Learn how to view your traffic patterns, access your inbound and outbound usage and also set and maintain account settings. For users, this is the place to view all activity related to their personal online fax activity.

MANAGING USERS

This video offers details on managing existing users, including how to search for users, lock and delete them, and move users from one department to another. Also included is how to edit an existing user to add additional fax numbers and routing addresses, as well as extended user configuration options to support transmisison to SFTP and inbound webservices API.

PORTING NUMBERS

If you have existing fax numbers, this video will show you how easy it is to port those numbers over to the Concord network. Whether your numbers are internet fax numbers or traditional, you can port them to Concord and use them to send secure online faxes. Utilize the Concord Cloud Fax Web Portal to initiate your port requests, upload authorization documents, and check on your porting status.

FAX ASSIST

Overview of Fax Assist – a simple-to-use tool that integrates with internal applications and systems to initiate internal workflows, document extraction, and OCR processes or embed documents into custom applications.

NETWORK HEALTH

Overview of the main features of Concord’s Cloud Fax Network Health Dashboard.

SECURITY POLICY

An overview for Concord Fax Administrators of Concord’s Security Policy Settings.

Trouble Viewing The Videos? Click Here

Ready to get started?

SCHEDULE A DEMO

SOLUTIONS

Enterprise Cloud Fax

Document Automation

Intelligent Data Extraction

GET STARTED

Build an Enterprise Quote

Integrate with Us

Speak to Sales

Sign-up for Fax Pro

SUPPORT

Open a Ticket

Cloud Fax Videos

Cloud Fax Downloads

Cloud Fax User Guides

NEXTSTEP Downloads and Docs

NEXTSTEP Videos

CONTACT

2025 First Avenue Suite 800

Seattle, WA 98121

Contact Us

+1 206-441-3346

LEGAL

Terms of Use

Privacy Notice

Site Map

Product names, logos, brands, and other trademarks featured or referred to within this site are the property of their respective trademark holders.