How to Send and Receive Fax 

Once you’ve set up your fax number(s) and configured your Fax Inbox, sending and receiving faxes becomes part of your everyday workflow — no physical fax machine required.

Step 1: Navigate to Fax Inbox

Start by logging into your Pabau account using your login credentials. Locate the Fax Inbox in the top right navigation bar. Clicking the Fax Inbox button opens the central area where incoming and outgoing faxes are displayed, including unread counts if new faxes arrive. This inbox serves as your central hub to manage all fax communications without leaving Pabau.

Step 2: Send a Fax

To begin, inside the Fax Inbox, click New Fax to open the fax send form.

Then proceed to fill out the following information:

• Enter the Recipient’s Fax Number
  Type the full destination fax number, including country and area codes.

• Choose Your Clinic’s Fax Number
  If you have more than one number configured, pick the one you want to send from. This tells the recipient where the fax originated.

• Attach Your Documents
  Upload the files you want to fax (e.g., PDFs or images). All pages you include will be sent in a single transmission.

• Add Notes/Comments (Optional)
  If you’d like, include a brief message or instructions for the recipient.

• Click Send
  Once everything is set up, hit Send. Your fax is submitted and will appear in the Sent section of Fax Inbox once delivered.

Sending faxes this way removes the need for traditional fax machines — everything is done online through Pabau’s interface. Modern online fax systems work similarly, taking uploaded documents and transmitting them as a fax to the destination number.

Step 3: Receive Incoming Faxes

Incoming faxes come directly into your Fax Inbox:

• Check the Inbox Tab
  Any received faxes are shown under Incoming, with status, sender number, and timestamp.

• Open a Fax
  Click a fax entry to view the document and its pages.

• Download or Save to Client
  You can download the fax locally or attach it to a client record in Pabau, so it’s stored in EMR > Documents.

• Unread Count Updates
  Once you view a fax, it’s marked as read and the unread indicator updates automatically.

Just like online email‑based fax systems, everything is stored in a searchable interface so you can find and manage faxes easily.

Step 4: Manage Your Fax Messages

Once you’ve sent or received faxes, you can:

• Filter your faxes (e.g., sent vs incoming) at the top left corner of the screen.

• Search by number, date, or client.

• View sent documents.

This keeps your Inbox organized and useful for tracking communications over time.