Fax Account Management Instructions.pdf - Faxem

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Fax Account Management
Instructions
To manage Fax Reports, Fax Resends, Fax Document File Conversions and general Fax Account Settings there
is an additional interface to the Fax Upload & Job Administration. This platform is called Fax Account
Management.
Using the same login details as your Fax Upload login, go to www.faxem.com.au, select ‘Login’ and the ‘Fax
Account Management’ option.
Note: You can also access the Fax Account Management via the link that is included in each fax report
summary you receive via email, using this link you will be directed to the relevant report.
1. Reports
All reports can be accessed via the Account Management website for up to 45 days from fax broadcast send
date.
How to view fax summary and download detailed reports:
1. Login to the Fax Account Management page.
2. Under the ‘Bulk Fax’ option, select ‘Finished Jobs’.
3. Select the broadcast you wish to view by ticking the box.
4. Then click on the magnifying glass or the ‘Details’ button at the bottom of the page.
5. The Report Summary will display.
6. To download the detailed Excel report, select ‘Get Report’.
7. Next, select your preferences and click on ‘Request report’.
8. Select either ‘Open’ or ‘Save’ to view the Excel (CSV) file.
9. You can also download multiple detailed fax reports as a ZIP file, simply tick all of the fax broadcasts you
require detailed reports, and select the ‘Zipped Reports’ at the bottom of the page.
10. Select your preferences and click on ‘Request ZIP File’.
11. The ‘Download ZIP file’ should appear, if the download does not start automatically then either ‘Open’ or
‘Save’ the ZIP file.
2. Resends
To reattempt fax numbers which were unsuccessful in sending during the first attempt (if you did not select
the resend option in the Fax Upload) or if you have already sent the Fax Resend, and want to insert a 3 rd job
retrying any previously failed fax numbers, you can insert an additional resend without the need of creating a
new fax job.
You can also insert a resend to the entire list, just successful etc; you can also amend the fax flyer if you wish
to send a follow up or if there has been an error in the first version.
How to insert an additional resend:
1. Login to the Fax Account Management page.
2. Under the ‘Bulk Fax’ option, select ‘Finished Jobs’.
3. Select the broadcast you wish to Resend by ticking the box and selecting the arrow or the ‘Resend’
button at the bottom of the page.

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4. If required, the resend can be scheduled for a future time by editing the date and time.
5. Under the ‘Resend Mode’, you can also select who you want to send the resend to. Normally a Resend
would only be attempted to those ‘unsuccessful’ fax recipients.
6. Should you need to change the fax document for the Resend, you can do this by inserting the document/s
into the ‘File 1’, File 2’ or ‘File 3’ option. Alternately, if you want to send using the original document,
leave blank.
Please note that you cannot change the document for Mail Merge/Personalised fax broadcasts.
7. Select ‘Resend’ and wait for the ‘Resend successfully activated’ confirmation.
8. Next login to the main Upload Fax portal and select ‘Job Administration’ and select the ‘Resend of Job’ fax
‘Start’.
3. File Conversion
Depending on the PDF writer used to create your fax document, there can be instances where file conversion
errors occur on your fax document causing it to appear different once uploaded (e.g. black boxes around
images). Therefore a File Conversion tool is available to test and change the type of PDF to Fax conversion.
How to convert a PDF file into a TIF file that is compatible with the Fax Broadcast system:
1. Login to the Fax Account Management page.
2. Under the ‘Bulk Fax’ option, select ‘File Conversion’.
3. Select ‘Browse’ and choose the file you wish to convert
(Max. file size: 100 MB; Accepted file extensions: pdf, doc, xls, txt, htm, html, ppt, rtf, cdr).
4. When converting a PDF please select one of the three Conversion Methods:
PDF-16: brighter – Contrast low
PDF-20: bright – Contrast medium
PDF-12: dark – Contrast high
5. Select the ‘Resolution’ – ‘normal’ or ‘high’.
6. Click on ‘Convert file’.
7. Click on the disk in order to download the converted file.
Then, go back to the Fax Upload website and insert your job using the TIF file you have downloaded via the
file conversion feature and check the results of your test fax.
Once tested contact us at support@faxem.com.au to have the most suited conversion type applied to your
account.
4. General Settings
How to change your password:
1. Under the ‘Settings’ option, select ‘Change password’.
2. Enter your current as well as new password and repeat the new password before clicking on to ‘Change
Password’.
The following can also be changed from your Account Management portal:
- Your default ‘File separator’
- The ‘Chart Type’ your statistics are displayed in
- The format email reports and sent
- Your account ‘Time zone’
1. To edit, under the ‘Settings’ option, select ‘Edit settings’.
2. Select your preferences and click on ‘Save Settings’.