CREB iFAX User Manual Table of Contents
Contents
1. CREB iFAX User Manual 1 support crebifax ca Page 1 Table of Contents About CREB s iFax service portal 2 Accessing the website 3 Realtor sign up 5 Notification options 8 Voice notifications 9 Additional services 12 Logging in 13 Entering a username and password 14 Send a fax 16 Faxing from your primary email account 18 Fax archive 20 Inbound history 20 Outbound history 21 My account 22 For further assistance 25 CREB iFAX User Manual 2 support crebifax ca Page 2 About CREB iFax Service Portal CREB s iFax Service uses the internet to connect your email account with fax machines anywhere in the world You do not need a fax machine or telephone line to send or receive faxes CREB s iFax Service enables you to send and receive faxes as attachments to email CREB s iFax Service is the future in real estate communication providing flexibility mobility and security The iFax Service Portal described in this manual provides all the functionality that you require to send and receive faxes view your archives and manage your account CREB iFAX User Manual 3 support crebifax ca Page 3 Help Pages Accessing the Website To access CREB s iFax System enter the following into the address bar on your web browser http new CREBifax ca Entering this information will bring you to the iFax Portal Welcome Page shown below CREB iFAX User M2. ail In this case the syntax for the To field is the following cover cover1 faxnumber crebifax ca Where cover1 is the name of a valid cover page file on your computer Specifying the recipient of the fax You can specify the recipient of the fax when composing your email by first specifying the recipient s name then their fax number In this case the syntax for the To field is the following First Last faxnumber crebifax ca Specifying multiple fax numbers To specify multiple fax numbers when sending a fax to multiple recipients in the To field you should enter all the recipients fax numbers separated by commas CREB iFAX User Manual 19 support crebifax ca Page 19 faxnumber1 crebifax ca faxnumber2 crebifax ca faxnumber3 crebifax ca Specifying the recipient of the fax and attaching a preconfigured cover page To specify the recipient and attach a cover page in the To field address your email message using the following format first specify the recipient s name then specify the name of a valid cover page and then specify their fax number First Last cover cover1 faxnumber crebifax ca All emails sent from your primary email account will be archived in CREB s iFax Portal In addition notifications will be sent to your primary email account any secondary accounts that you listed and your cell phone if you chose to receive SMS notifications CREB iFAX User Manual 20 support crebifa
3. anual 4 support crebifax ca Page 4 Clicking on or will bring you to pages that provide you with information about CREB s iFax Service To signup for an account click To send faxes access your archive and manage your account click CREB iFAX User Manual 5 support crebifax ca Page 5 Realtor Signup Creating an Account CREB iFAX User Manual 6 support crebifax ca Page 6 CREB iFAX User Manual 7 support crebifax ca Page 7 Enter the information as suggested in the form CREB public id Enter the ID CREB has provided you for their other services First Name required Enter your first name Middle Name Enter your middle name Last Name required Enter your last name Full Contact Address required Enter your address Contact Phone Number Primary required Enter your phone number Contact Phone Number Other Enter an additional contact number Cell phone number Enter your cell phone number Cell phone service provider Enter the company that provides your cell service Brokerage Name Select the brokerage for which you work from the drop down menu If you don t see your brokerage listed you can choose the first name from the list and after registration our support desk can change it for you Email addresses at which faxes will be received Primary Email This is the email address that will be associated with your account You will be able to send faxes directly from this email address and inco
4. ax number at an additional charge Your account will have an increased quota Submitting Registration Form When you have filled in all of the requested information you must click the confirmation box indicating that you are a member in good standing of the Calgary Real Estate Board Shortly after clicking you will receive a confirmation email If the information in the email in not correct do not click on the link to activate your account but instead contact customer support at support crebifax ca or call toll free 866 233 4123 If the information listed in the email is correct you are ready to activate your account Click on the confirmation link in the email to confirm your registration If the link does not open in your browser you can copy the link and paste it in the address bar of your browser Read the terms present on the page and click Within minutes you will receive a second email with your screen name and password used for logging in to CREB s iFax portal along with the fax number assigned to you CREB iFAX User Manual 13 support crebifax ca Page 13 LOGGING IN To log into the system click on the button and you will be brought to the User Website Login Screen amp the following web page will appear The Login Screen allows users to access all other areas of the site and contains the following information Login box Password box Login Button Clear Button Will clear the text box and checkbo
5. eceive copies of your incoming faxes and notifications addresses that will receive only notifications without the fax attached the kinds of notifications that you would like to receive and the retry rate of your outgoing faxes Notice if you chose to have notifications sent to your cell phone that it will be displayed here as an email address CREB iFAX User Manual 24 support crebifax ca Page 24 Each time you add an email address to the Additional Email field or to the Additional No Attachment Email field click the save button and a new row will expand to accommodate that email address To remove an email address delete the contents of the field and click CREB iFAX User Manual 25 support crebifax ca Page 25 FOR FURTHER ASSISTANCE The CREB iFax Website User Guide is designed to provide users with step by step procedures for maintaining information within the website If issues are encountered that are outside the scope of this document please read our Frequently Asked Questions at http new crebifax ca FAQ aspx or visit our Help page at http new crebifax ca help aspx If neither of these pages can solve your problem please contact Customer Support at 866 233 4123 or support crebifax ca
6. ell phone if you chose to receive SMS notifications Do you want to be notified when a fax you send succeeds If you answer yes to this question you will receive a notification every time a fax you sent is successfully delivered to all the email addresses you entered as well as your cell phone if you chose to receive SMS notifications CREB iFAX User Manual 9 support crebifax ca Page 9 Voice Notifications The CREB iFax service lets you alert your recipients by automated phone call when you have sent them a fax To use this feature simply add another address to your fax In addition to addressing the email to faxnumber crebifax ca add phonenumber crebifax ca ex 4035556789 crebifax ca Don t forget the pound sign in front of the phone number When sending faxes through your email please insert the phone number in the Bcc field When sending faxes from the portal you may just add it as an additional number in the To field You can also specify when the phone call is made to your fax recipient The default if you don t indicate a time delay is 30 minutes after your fax is sent To adjust this delay just add number of minutes after the phone number and before crebifax ca So to have the call made immediately type 4035555678 0 crebifax ca or to have the call made in 2 hours type 4035556789 120 crebifax ca CREB iFAX User Manual 10 support crebifax ca Page 10 The above graphic shows an email that would
7. f you do not pick up the fax recipient will reach your voicemail To register your phone number with us send an email to operator fax biz Write My Phone Number in the subject line and write your phone number in the body of the email in the following format 403 555 1234 Do not include any other information or text in your email besides your phone number See the graphic on the following page for an example CREB iFAX User Manual 11 support crebifax ca Page 11 CREB iFAX User Manual 12 support crebifax ca Page 12 Additional Services Porting Option You can request to port your current local and or toll free number s If you make this request you will receive forms in your confirmation email that need to be filled out and emailed to support crebifax ca While you are waiting for the ported number s to be moved to CREB s iFax service you will be assigned a local iFax number to use Vanity Fax Number You can request a specific local or toll free number If there is a search charge from the telephone company it will be passed on to you even if the number you are requesting is not available While you are waiting for your vanity request to be processed you will be assigned a local iFax number to use Toll free iFax Number You may add a toll free iFax number to your account at an additional charge Your toll free number will share your current quota Additional local iFax Number You may request an additional local iF
8. generate a fax to 403 555 1234 and a voice notification call to 403 555 6789 1 hour after the fax is sent The script that your fax recipients will hear is as follows The words in brackets will be replaced by the actual text from your fax Hello this is a notification that a member of the Calgary Real Estate Board has sent a fax to fax number The subject of the fax is fax subject Press 1 to confirm that you have received the fax Press 2 if you have not yet received the fax but would like to be called back to confirm in one hour Press 3 if you did not receive the fax Press 4 to leave a voice message for the sender of this fax Press 5 if you believe you have received this call in error Press 6 to place yourself on our do not call list After the call is made you will receive an email alerting you to the menu selection made by your fax recipient If they choose to leave you a voice message you will receive the audio file of the message as well as a written transcription One additional option lets your fax recipients connect to your direct phone number or mobile phone without divulging your personal contact details to your clients To enable this option you simply have to register your phone number with us and we will give fax recipients an additional menu option Press 0 to connect by phone to the fax sender Our system will call the number you registered with us and connect the two calls together I
9. ined below 1 Fax Number If the fax number has not been automatically populated from your address book you can enter a fax number in this field manually 2 Attention To Begin typing in this field to match names from your address book or enter a name manually If you choose a name from your address book the Fax Number field will be automatically populated If you enter a name manually you will have to fill in the Fax Number field as well CREB iFAX User Manual 17 support crebifax ca Page 17 3 Subject The subject of the fax that will populate the cover page subject field Even if you do not include a cover page you can use the subject to search your faxes in your archive 4 Files to send Click the button to search your computer for the file that you want to send Once the file is uploaded you will be able to attach another file to your fax by clicking on the button again To remove an uploaded file click When sending from CREB s iFax portal there is no limit to the number of files that you send and no document size limit 5 Cover Page Choose the radio button to include a cover page The default is no cover page 6 Cover Page Message Enter a message to be printed on the cover page of the document When all the fields on the screen are filled in to your satisfaction click When your fax is sent you will see the following message on your screen Each time a fax is sent from this applicati
10. ming faxes will be sent to this address Email 2 5 Provide additional email addresses that you would like to receive copies of your faxes Indicate your geographic region Choose the radio button that best describes your region CREB iFAX User Manual 8 support crebifax ca Page 8 Notification Options Do you want SMS notifications on your cell phone each time you receive a fax If you answer yes to this question you will receive a notification on your cell phone when you receive a fax The fax will not be attached If yes provide your Cell Phone Number and select the name of your service provider from the drop down menu Note Your cell phone number will be stored as an email address as in the following chart Rogers Wireless 10 digit phone number pcs rogers com Fido 10 digit phone number fido ca Telus 10 digit phone number msg telus com Bell Mobility 10 digit phone number txt bell ca Kudo Mobile 10 digit phone number msg koodomobile com MTS 10 digit phone number text mtsmobility com President s Choice 10 digit phone number txt bell ca Sasktel 10 digit phone number sms sasktel com Solo 10 digit phone number txt bell ca Virgin 10 digit phone number vmobile ca Do you want to be notified when a fax you send fails If you answer yes to this question you will receive a notification every time a fax you sent fails to be delivered to all the email addresses you entered as well as your c
11. on a notification will be sent to the email addresses specified for notification on your account page This notification will indicate either success or failure CREB iFAX User Manual 18 support crebifax ca Page 18 FAXING FROM YOUR PRIMARY EMAIL ACCOUNT You can also send faxes from your registered primary email account To send a fax through your email client 1 Log in to your primary email account on any Internet connected computer or smartphone and compose an email message 2 In the To field of the message address the email to lt fax number gt crebfax ca for example 18885551212 crebifax ca 3 Attach the file s that you wish to fax in the order that you want them to be received Beware of the file size limits of your email service provider 4 Enter the email subject The subject of the email will become the subject of the fax on the cover page By default there is no cover page However you will be able to use the fax subject to search for that particular fax in your archives 5 Optionally fill in the body of your email If entered the email body will be sent as the first page of your fax after the cover page if one is included 6 Add a cover page if desired You can attach a cover page as the first file that you are faxing or as the first page of the first file Additional options Attaching a preconfigured cover page You can also use a preconfigured cover page when composing your em
12. s and actions you can perform on the fax see below Click in the outbound history to determine if any sent faxes have changed their delivery status Fax statuses Red Failed Fax Delivery Yellow Fax in progress Green Successful Fax Delivery If you wish to resend a fax click the resend icon found in the far right column of the archive entry If you wish to forward a sent fax to another fax number or to an email address click on the forward icon found in the far right column of the archive entry If you wish to download the original files which were attached to create the fax click the download icon found in the far right column of the archive entry This feature is only available for faxes sent from your primary email account and not faxes sent from the CREB iFax website CREB iFAX User Manual 22 support crebifax ca Page 22 MY ACCOUNT Edit Account Account Management The account management application allows you to add and edit information about yourself Details from your registration will already populate the fields The main screen for the application is shown below CREB iFAX User Manual 23 support crebifax ca Page 23 Under General Information you can change your personal information your password and your primary email address Be sure to click if you make any changes The notifications section of the My Account application allows you to specify additional email addresses that will r
13. x ca Page 20 FAX ARCHIVE The Fax Report Application The Fax Report Application as shown below has two screens Inbound History and Outbound History Click from the menu tab on the welcome screen to access these reports Inbound and outbound faxes can be searched by subject destination number and date Enter information in the field that you choose to search by and click To view how many pages you have sent or received in a given month see details in either the inbound or outbound fax history page between the search fields and the archive entries To view a fax in your archive either inbound or outbound click on the highlighted text in the Subject column for the fax you are interested in Your fax will open in your PDF viewer Inbound History The Inbound History shows all faxes that you have received with the following information subject source number destination number time number of pages and actions you can perform on the fax see details below CREB iFAX User Manual 21 support crebifax ca Page 21 Click in the inbound history to determine if any new faxes have arrived If you wish to forward a specific inbound fax you ve received to another fax number or to another email address click on the icon to the far right of the archive entry Outbound History The Outbound history shows all outgoing faxes with the following information subject destination number send time delivery status number of page
14. x entries CREB iFAX User Manual 14 support crebifax ca Page 14 Entering a User Name and Password Every user who is authorized to access CREB s iFax Portal website will have a unique User Name and Password assigned to them Enter your User Name and Password into the appropriate boxes Note Your user name is your CREB public ID Once a User Name and password have been entered click the button to verify your information and access the main menu If an invalid User Name or Password has been entered the following error message will appear Note If a login failure notice is displayed re enter your user name and password If the login failure is repeated click Can t access your account which will allow you to reset your password A new password will be emailed to your primary email address associated with the account If you do not receive an email or the new password still does not work please contact Support at 866 233 4123 Once a valid User Name and Password have been entered you will be brought to the Welcome Page a screenshot is on the following page and be given the opportunity to navigate the system CREB iFAX User Manual 15 support crebifax ca Page 15 CREB iFAX User Manual 16 support crebifax ca Page 16 SEND A FAX Sending a fax is the most important part of the system Click the tab from the menu on the welcome screen The fields and interactive elements of this screen are expla
Download Pdf Manuals
Related Search