How to use the Fax Viewer

What types of documents can be viewed

InterFAX's Fax Viewer can display received faxes.

To receive and view PCI DSS-compliant faxes, emails, uploads and forms, try our ShieldQ service.

InterFAX Fax Viewer features

(01) Rename

You can add or edit a fax’s name field by clicking its name.
The “Rename the document" popup window will open to edit the fax name.
By default there is no name for the received message and “Untitled” is shown.

Only Owners of a fax and users with “Can view and edit” share permission may rename a fax.

(02) Archive

You can archive a document to hide it from your queue by clicking the Archive icon, and then clicking OK.
Archiving a fax is practically stating that this fax has been handled.
Archiving a fax hides it from the Inbound Queue.
You can use the advanced search for archived faxes to view them or to return them back to the Inbound Queue.

Only Owners of a fax and users with “Can view and edit” share permission may archive a fax.

The general procedure for working with received faxes is:
1- Receive the fax.
2- View the fax.
3- Tag, rename, add a unique reference, or edit shared properties of the fax.
4- Archive the fax.

(03) Delete Options

Delete:
You can delete a fax permanently by clicking the Delete icon, and then clicking OK.

Only Owners of a fax and users with “Can view and edit” share permission to a fax may archive.

Hide:
You can hide a fax from your Inbound Queue by selecting the fax, clicking the Delete icon and selecting the Hide option.

InterFAX does not delete the hidden fax.
When you hide a fax, InterFAX only turns off the share with you.
You cannot search for and find hidden faxes.

Only shared users (with “Can view” or “Can view and edit” share permission may hide their shared faxes.

(04) Tag As Options

Unique Reference:
You can add a unique reference to your document to enhance your searches by clicking the Tag As icon and selecting the My Unique Reference section. Type text for the reference and click Save.

Shared Properties:
If your account’s primary user added shared properties, you can edit them to each received fax for enhanced searches. To edit Shared Properties, click the Tag As icon. Then click the Shared Properties section to edit one or more shared properties.

Tags:
You can add tags to your fax for enhanced searches. To add tags, click the Tag As icon. Then click the Tags section to select one or more existing tags or to create a new tag.

Only Owners of a fax and shared users with “Can view and edit” share permission may edit the Unique Reference, Share properties and Tags.

(05) Forward Fax

You can forward a fax to a fax number by clicking the Forward to Fax icon. You can forward to Fax by two options:
* No cover page
* With cover page

Only users that own Outbound PCI service have this capability.

Primary Users may disable this feature for users with PCI credentials. Click to learn How to Disable PCI features.

(06) Share Options

Share:
You can share the fax with other users by clicking the arrow next to the Share icon and select the Share option. You then can specify which the users can access the fax and assign sharing permissions.

To share a fax, you must rename it before sharing it.

Only Owners of a fax and shared users with “Can share” share permission may share a fax with other users.

Transfer Ownership:
You can transfer your credentials for a fax to another user in your account by clicking the arrow next to the Share icon and select the Transfer Ownership option. Then, specify the user to transfer the ownership to. You may adjust your own permissions to: Can view, Can view and edit, or remove your access to the fax.

To transfer your ownership of a fax, you must first rename the fax.

Only Owners of a fax may transfer ownership of a fax with another user.

(07) PCI Warning

The PCI warning mentioned here: “It is the user’s responsibility to protect files containing cardholder data exported from the secure environment according to PCI DSS requirements” is shown only to users with Inbound PCI service, available via ShieldQ.

(08) Toggle Sidebar

You can click the Toggle Sidebar icon to navigate through a fax by viewing thumbnails of pages and clicking a thumbnail to select it and view the page.

(09) Find in Fax

You can search for text within the open fax. Click the Search icon, type the text, and click the right or left arrow. To have InterFAX indicate all the found items, select Highlight all. By default, InterFAX searches the text without considering the letter case. To search for text with capitalization, select Match case.
The feature applies only with text-type files.

(10) Paging Options

Previous page / Next Page:
If your fax has more than a single page, you can navigate through its content by using the page navigation buttons.

(11)Page number:
You can quickly navigate through a fax by typing a specific page number in the Page box and then pressing Enter.

Go to First Page / Go to Last Page:
To go to the beginning of the fax, click the ‘more options’ icon and then click the Go to First Page option.
To go to the end of the fax, click the ‘more options’ icon and then click the Go to Last Page option.

(21) Zoom

Zoom In, Zoom Out, Automatic Zoom:
You can increase and decrease the magnification by clicking + or -. To specify a magnification, select a zoom option from the list to the right of the + button.

(13) Rotate

You can rotate the page view by clicking the ‘more options’ icon and then clicking Rotate Clockwise or Rotate Counterclockwise.

(14) Hand tool

You can use your computer’s mouse to navigate through a document by clicking the ‘more options’ icon and then clicking the Enable hand tool option.

(15) Remove Sensitive Content tool

This tool enables users to hide sensitive content or private information that are visible in the received fax.
This tool permanently removes visible text and graphics from a fax by “burning” a black box over the selected area.

In order to black out certain areas, zoom in to a sensitive content area, choose the “Remove Sensitive Content” tool in the ‘more options’ button, draw a rectangle above the document, and then confirm the process.

The action is permanent. After “burning” the selected area, the fax cannot be restored.

(16) Print

You can print the selected fax by clicking the Print icon and specifying the print options.

Features

“Owner”

“Can Edit”

“Can View”

Comments

View document

✔*

✔*

✔*

* Determined by the PCI credentials.
Delete

Hide

Archive

Share

✔*

✔*

* Can share only if also have “Can share” credential.
Transfer Ownership

Rename

Tag

Unique reference

Shared properties

Forward to fax

✔*

✔*

✔*

* Only PCI users can forward to fax.
Remove Sensitive Content

(08) File Selection Field

If you opened to view a secure document upload, you may receive multiple files uploaded together.
You can select which file to view, by selecting a file from the list.

The file selection field is displayed only for receiving Uploads.

(09) Toggle Sidebar

You can click the Toggle Sidebar icon to navigate through a document by viewing thumbnails of pages and clicking a thumbnail to select it and view the page.

(10) Find in Document

You can search for text within the open document. Click the Search icon, type the text, and click the right or left arrow. To have InterFAX indicate all the found items, select Highlight all. By default, InterFAX searches the text without considering the case of the letters. To search for text with capitalization, select Match case.
The feature applies only with text-type files.

(11) Paging Options

Previous page / Next Page:
If your document has more than a single page, you can navigate through its content by using the page navigation buttons.

Page number:
You can quickly navigate through a document by typing a specific page number. in the Page box and then pressing Enter.

Go to First Page / Go to Last Page:
To go to the beginning of the document, click the ‘more options’ icon and then click the Go to First Page option.
To go to the end of the document, click the ‘more options’ icon and then click the Go to Last Page option.

(12) Zoom

Zoom In, Zoom Out, Automatic Zoom:
You can increase and decrease the magnification by clicking + or -. To specify a magnification, select a zoom option from the list to the right of the + button.

(13) Rotate

You can rotate the page view by clicking the ‘more options’ icon and then clicking Rotate Clockwise or Rotate Counterclockwise.

(14) Hand tool

You can use your computer’s mouse to navigate through a document by clicking the ‘more options’ icon and then clicking the Enable hand tool option.

(15) Remove Sensitive Content tool

This tool enables users to hide sensitive content or private information that are visible in the received document.
This tool permanently removes visible text and graphics from a document by “burning” a black box over the selected area.

In order to blackout certain area, zoom in to a sensitive content area, choose the “Remove Sensitive Content” tool in the ‘more options’ button, draw a rectangle above the document, and then confirm the process.

The action is permanent. After “burning” the selected area, the document cannot be restored.

(16) Print

You can print the selected document by clicking the Print icon and specifying the print options.

Primary Users may disable this feature for users with PCI credentials. Click to learn How to Disable PCI features.

(17) Download

You can download the document to your computer.
First, specify the download format (PDF, TIFF, or PNG) and then click the Download icon.

Primary Users may disable this feature for users with PCI credentials. Click to learn How to Disable PCI features.

Features

“Owner”

“Can Edit”

“Can View”

Comments

View document

✔*

✔*

✔*

* Determined by the PCI credentials.
Delete

Hide

Archive

Share

✔*

✔*

* Can share only if also have “Can share” credential.
Transfer Ownership

Rename

Tag

Unique reference

Shared properties

Forward to fax

✔*

✔*

✔*

* Only PCI users can forward to fax.
Remove Sensitive Content

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