Documentation / Knowledge Base

Getting Started

• About the App
• Installing and Configuring the App for Basic Faxing

Additional Configurations for Sending & Receiving Faxes

• Modify Page Layouts
• Send a Fax Manually
• Receiving Faxes
• Setup Auto Faxing

Admin

• A5 Fax App Security Statement
• Testing in Sandbox Org
• Barcode Feature Best Practices
• Formats Used for Faxing
• A5 Fax HIPAA Statement
• Files Permissions for App Users
• International Fax Page Rates
• Move A5 Fax Activation to a New Salesforce Org
• Setup a Fax Forward
• Using OCR Technology
• A5 Fax Package Updates
• Updating Method of Payment for A5 Fax app

Advanced Configuration

• Override Default Settings of Fax Page
• Fax Automation with Apex or Process Builder
• Using Lightning Experience with A5 Fax App

Mass (Bulk) Faxing

• Fax Automation with Apex or Process Builder
• Using Data-loader & PDF Attachments
• Resending Failed Faxes
• Custom Send Fax Button from a List View

Lightning Experience

• A5 Fax with Lightning Experience
• Process Builder automation for Sent Faxes with Files Format
• Create a Lightning Action to Send a Fax

Use Cases

• Create a Case
• SENDING FAXES TO RECIPIENTS OUTSIDE OF SALESFORCE
• Sending a fax to multiple fax numbers
• Resending Failed Faxes
• Mass Faxing with a custom VisualForce Page
• Custom Send Fax Button from a List View
• Update A5 Fax with new domain/URL for pre Feb 2019 version
• Assign a group of users to process incoming faxes
• Send a confirmation page back to fax sender

Error Troubleshooting

• eFax Detailed Fax Status’ (Reason for Not Delivered/Failed Fax on Sent Fax Records)
• Error Message: “The upsert operation is not allowed because the sObject “efaxapp_private_settings_c” is not accessible for the running user/context.”
• Error Message: “Unable to login to your organization”
• Fax Error: "Ringing timed out (no answer)"
• Error Message: This site cannot be reached, fax.ramseysolutions.com
• Error Message: Answer detected probable human
• Error occurred on sending fax - 30MB ceiling
• Troubleshoot Failed Apex Automation
• Error occurred on sending fax. UserName, Password or IP Address failed login validation.
• Files Permissions for App Users
• Error: Can't Access Org
• One or more pages was confirmed as RTN