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1. Log into the eFax Portal
2. Click "SETTINGS"
3. Click "FILTERS"
4. 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
5. Click the 'Add a new type' text field. Enter the name that should be used for the new fax type
6. Click the Plus icon. You can now add another fax type.
7. Once all fax types are created, click "SAVE"
8. Click the 'Add a new folder' text field. Enter the name that should be used for the new fax folder
9. Click the Plus icon. You can now add another fax folder.
10. Once all fax types are created, click "SAVE"
11. To assign a fax to either a type or folder, you'll need to locate the fax in the Search tab
12. Click "SEARCH"
13. Double-click the fax you want to assign
14. This will open the fax in the View tab. Use the '--select type--' drop down to assign the Fax Type
15. Use the '--select folder--' drop down to assign the Fax Folder.
16. Once the type and/or folder is assigned, click the Save icon
17. To search for faxes based on type:
18. Click "SEARCH"
19. Click '--select type--'' dropdown and select the Type to search for
20. Once the type is selected, click the arrow icon to search
21. The search will display all faxes assigned to the type searched
22. To search for faxes based on folder:
23. Click '--select folder--'' dropdown and select the folder to search for
24. Once the folder is selected, click the arrow icon to search
25. The search will display all faxes assigned to the folder searched
26. Click here.
