Edit, sign and fax documents

Transcription

1 Edit, sign and fax documents Popfax.com, Popfax, professional professional fax services, fax services, worldwide worldwide

2 Background When it comes to business processes, signing documents is very important. Yet there are still many businesses which use documents signed on paper, breaking the online workflow. Now, with this new Popfax feature, users can edit, sign and fax documents online, via a web interface, in just several clicks, thus saving time and helping the environment. In order to benefit from this function, users must purchase the Option Pack. This guide shows you how easy it is to edit, sign and fax documents with Popfax. 2

3 Popfiles - Make a fax editable PopFiles is a folder in the customer account that contains editable documents. So, if you need to edit a fax, you can now do it quickly and easily right from your Popfax account, by selecting the fax you want to edit and by clicking on the Edit button. If you have selected 2 or more faxes, they will be merged into one single editable document. You will be informed through a popup that the selected fax(es) will be copied to the PopFiles folder in order to become editable. By default, the system will assign your editable document a name, which you can modify on this popup. 3

4 Popfiles - Add a new editable document In the PopFiles folder, by clicking on the Add new Document button, you can add a new editable document: -by uploading it from your device (if the device file system can be browsed). -by creating it from scratch on a blank A4 page. -by uploading it via . You will be able to upload a file (8 Mo max) in one of the following formats: DOC, DOCX, XLS, XLSX, PPT, PPTX, ODT, ODS, SXW, ODP, PDF, PS, BMP, GIF, JPG, JPEG, TIF, TIFF, EPS, RTF, TXT. To upload your files by , you must send an to popfiles@popfax.com from the address you registered at Popfax. Subject and body of the should be empty. If you send more than one file, the files will be merged into one document. All uploaded files are converted into the fax format prior to becoming available in the PopFiles folder. Processing of files may take 1-2 minutes. 4

5 Popfiles - Edit a document In order to rename a document from the PopFiles folder, just click on the document name and edit it. You can open the Document Editor by clicking on the Edit button in the PopFiles Folder, or in the Document preview page. In the Document Editor, you can add text, dates and signatures from the left menu. All changes that were not saved will be lost. Added texts on your document will be searchable thanks to our search feature. 5

6 Create a signature The place where you can manage signatures is a folder named Signatures, located right next to the PopFiles folder in your Popfax account. There are 4 ways you can add a signature: 1.By uploading it from your device the image file must be one of the following types: JPG, PNG, GIF and the maximum file size is 8MB. 2.By drawing it directly in the Popfax interface the draw feature allows you to draw your signature with the pointing device or the the finger on touch screens. 3.By typing it using one of the available fonts. 4.By uploading it by - You can upload your signatures by sending an with an image attached to sign@popfax.com from the address you registered for your Popfax account. Subject and body of the should be empty. 6

7 Edit a signature By clicking on thumbnails in the Signatures folder, you open the Signature Editor. The following editing tools are available for the Signatures that were uploaded: - Crop (only available at the creation of the signature) - Rotate - Adjust Threshold For those Signatures that were drawn or typed, all you can edit is the rotation. 7

8 Edit, sign and fax your document Let s assume you have received a contract by fax to which you have to add your company details, sign and fax back. So, to start the process we go to the Inbox and open the received fax. To add your company details, click on the Edit button. The Document Editor will be opened. Actions you can perform in the Document Editor on your fax include: - Inserting the current date. -Typing the company details (name, address, contact phone number, , etc.) as free text. - Inserting a previously saved signature. Now you can send your edited and signed contract by fax, just click on Save and send by fax. 8

9 Easy, inexpensive Effective! ENTRUST YOUR FAXING TO PROFESSIONALS MOBILITY: faxes are available anytime and anywhere. Advanced tools allow you to efficiently manage your faxing. CONFIDENTIALITY: users have reliable and private access to their Popfax account. SIMPLICITY: no installation is required; all you need is a computer connected to the Internet. COST EFFICIENCY: for 3.99 a month, you are provided with a LOCAL FAX NUMBER to send and receive an unlimited number of faxes through Internet or . RELIABILITY: 24/7 highredundancy service. ENVIRONMENTALLY FRIENDLY: no ink, no paper - virtual faxing helps you towards a more ecological office. About Popfax Popfax is a leading global provider of internet fax services. It allows end-users to send and receive faxes using a web interface, an client or mobile and desktop applications. A set of professional added value tools (OCR, index, edit and sign, scan and fax, voice mail, multi destinations, APIs...) place POPFAX far ahead of competitors. Integrated into front or back office applications, it allows users to carry out transactional tasks via fax. Popfax s figures speak for themselves: the service has more than 50,000 customers worldwide and provides local numbers in over 500 cities across more than 20 countries. The web service is supplied in more than 20 languages and customer support is available in 7 languages. The service is maintained by the French incorporated company POPFAX, which offers local means of payment in 15 countries and in 10 currencies. Popfax is both a solution for individual professionals (SMEs and SoHos) and for corporate customers who meet their faxing needs by our outsourced solution: either through their fax server equipment, fax fleets or transactional applications. By partnering with us, you will experience all the advantages of a well-referenced, professional and cost-effective Internet fax service. Learn More about partnerships For more details on joining the Popfax partner program, contact us by at support@popfax.com. POPFAX - 3, passage des bleuets CARRIERES SUR SEINE - FRANCE 9