Sinch Community

Meeting Developer needs are important to Sinch. You have an opportunity to provide your honest feedback about your experience onboarding and using our SDK's through a short survey.T   There are fewer than 10 questions and the survey shouldn't take more than a few minutes to complete. All answers are anonymous unless you choose to add your name, email address and company name at the end of the survey. Our goal is to provide an easy and frictionless experience. Thank you in advance for your time and feedback! Access the link to complete the survey: Developer Feedback Survey ... View more

How to handle your number inventory, order new numbers, and understand compliance Number Inventory The number inventory allows you to see all the phone numbers that are associated with your account and purchase new numbers. If you asked us to port your numbers, or you want to buy new numbers, the number inventory also shows you which numbers are assigned to which users or groups and their compliance level. To access the number inventory, click on the company name and select Number Inventory, for example:   Purchasing numbers   To purchase a phone number, click the BUY A NUMBER button on the top right corner. The Numbers Inventory page is displayed:    A couple of things to note here:  You can select to buy more than one number at a time. However, all of the numbers that you buy in a single purchase will have to be in the same area code.  The Area Code checker will run immediately and let you know if we have numbers available in your requested area code.  While you can up the compliance of the numbers here, you can also adjust this later.  If you choose to purchase multiple numbers, then the application will attempt to purchase the quantity of numbers available so long as they are available. If your complete quantity is not available, we will purchase as many numbers are available!  Numbers are purchased in real time and are active and available immediately. Compliance   You can set your fax lines in the application to be used in a HIPAA compliant setting. Utilization of this feature should follow the guidelines implemented by your Security and Compliance Officer.) Selecting “Compliant” means that: Faxes that are received to a that number will trigger an email without an attachment Attachments from compliant fax lines will not be stored in the application Attachments on received faxes will be removed after a specified amount of time. A non-compliant fax line on the other hand will allow you to see an attachment on a “fax received” email and the application will not remove the files from received faxes:   ... View more

Creating and managing users Creating a new user In order to invite an individual to the App, an account must be created for them. When inviting a new account, you can assign them one to one of three role types: Admin, Manager or User “(see next page for a further explanation). As soon as you fill the individual’s information in, you will be able to assign them a fax line (direct lines that only they can access and/or group lines that various people can access). Assigning number and group doesn’t have to occur during at this step and can be edited at any time for any existing account. To add a new account, click the organization name dropdown in the header navigation and select the “Accounts & Groups” page.   Click the +New Account button which will open the stepper:   Fill in the first name, last name and desired email address. The email address must be valid and not already in use by another account. Select the level on access from one of the following role types: user, manager, admin: User: a user is the most basic level of the three. It allows the account user to send and receive faxes from their phone lines. This account type can access any fax on their dashboard for reviewing, and they can also edit their profile. Manager: a manager role, like the user role, has full access to the dashboard and its various functions. On top of that the manager will see a company name dop down menu at the top on their page which allows the manager to add and edit accounts and groups, departments and the number inventory. Admin: an admin role is a super-user role in the application. The admin can do everything the manager can, and on top of that had access to the admin log and the fax log which both track all account related activities across the company. Use the following table as a reference on role types:   Once the desired role type was chosen click NEXT:   The Add Fax Lines section allow you to assign numbers to the account, either by adding them to a group line or providing them with their own direct line. Click on the Fax Line Type dropdown to select one of these options:   If you select Direct Line, you will be given the option to select a number from your inventory (if available) or to purchase a new number in a specific area code. When purchasing, the actual number will be assigned when the form is submitted at the end of the flow. Select whether you would like the line to be compliant or noncompliant. If you select Group Line, a second dropdown field will then appear to choose an existing group. If you need to create a new group, you can exit the flow to go make it or you can complete the flow, create the new group later and add the account at that time.   If you would prefer not to assign a number to the account at this time, click Skip This Step in the upper righthand corner. As mentioned before, you will be able to edit this account as soon as it exists.   After selecting your line type (in this case I added two lines – one direct and one as a group) and filling in the fields, click Add. The details will appear on the right side of the screen. Since I don’t have a 253 number in inventory I am purchasing the number here. Once I submit my order a 253 number will be purchased, immediately activated, and assigned to this account:   If you would like to add any additional numbers, use the empty dropdown to select the next line type and complete the flow. Repeat the process until all desired numbers and groups have been added. Review the summary, if necessary, use the back button to edit text on previous pages and click the trash can icon to remove unwanted numbers. Otherwise, click Submit.   Completing the flow will purchase any new numbers and send an invite to the entered email. Watch for the popup that confirms the account has been created. ... View more

Creating and Managing Groups in the Fax Application Create a group A group line allows all its assigned users to send and receive faxes. Those faxes will show across the users’ accounts.   Creating a group is an Administrative function and would require having either an admin or manager account. A group works similarly to an account when it comes to sending and receiving faxes. Only existing accounts can be added to a group while its being created, however, adding a group to any new account is a simple task that can be done at any point. To create a group, click on the company name drop down and select “Accounts and Groups”:     Next, select the +NEW GROUP button:   The CREATE NEW GROUP dialog is displayed:     Input the information to name your group, assign a number to the group from your inventory if available or provision one by selection "Purchase Number”.   Next, decide the level of compliance that you want applied to this group:     In the next step you'll add the members of your team that should be included in this group:     Once added, you'll be given a chance to review the selections you made (both of phone number as well as group members) then click SUBMIT.   When the flow has been completed it will generate a new group and add the line to each of the selected accounts.   In the future in any new user needs to be added to the group you will be able to add the group when creating the new user.   If an existing user needs to be added to the group, simply click on the user which will trigger a window to pop up on the right-hand side. At the bottom of the window click on EDIT ACCOUNT:     All existing groups will be shown under the groups window and allow you to select or unselect them. Once you selected the desired group click on SAVE CHANGES and exit out of the window. The account will automatically be added to the group. ... View more

Create and manage Departments in the Fax Application   Departments create subsets of accounts within an organization. The difference between a group and a department is that a group is a collection of people tied to a phone number who can send/receive faxes with that number. A department is a subset of people within an organization whose accounts are supervised by a manager. For example:   Group = functional ability Department = organizational model Click the organization name dropdown in the header navigation and select the Departments page:     Click the +NEW DEPARTMENT button which will open the stepper:     Fill out the department name. Select an individual to be the manager of the department from the dropdown. If no managers are available a user account is assigned, and they will be upgraded to a manager role. The department biller can either be selected from existing accounts in the dropdown or a new biller may be created by clicking ADD NEW CONTACT. Once all fields are filled click NEXT.   In the next window, add members to your department by typing their name in the search field to select or by scrolling through the list and clicking on names. Remember that an account can only belong to one department so if you don't find the person you're looking for, it may mean they have already been assigned elsewhere. Once complete, click NEXT:   Review the details and click SUBMIT. Watch for the success message to pop up and for the department to populate in table to confirm creation. ... View more

Admin capabilities in the Fax Application   As an admin there are two unique functions which allow for monitoring: 1. the admin log 2. fax log. Both provide an overall picture of either account movement (creating account, groups etc.) in the admin log, or call activity (faxes sent and received) in the fax log.   Admin Log   The admin log lets you as the admin see what's going on in the company account, when users were added and when groups were created and when users accessed their faxes. Currently, this information is stored for a rolling 30-day period.   If you wish to export this information and save it on your computer, simply click the EXPORT TO CSV button:   Fax log The fax log shows all the faxes and calls across all your company’s accounts. The admin cannot view the actual documents here but can see the logs of the call activity (faxes send and received). This works for both direct lines and group lines: ... View more

How to send faxes through the portal and email To send a fax select the New Fax button on your dashboard. This button is available on both the send and the received version of the dashboard. Upon clicking the New Fax button, a window will appear on the right side of your screen:   The application allows you to create an identifying name for your fax so that you can find the fax at a later time. This “Fax Name” is used internally for you only and will not appear on your fax. After adding a “Fax Name” input the number that you want to send the fax to and select a number to use as your From number. You might have Direct Lines and Group Lines. For more information about this see here:   To add files to your fax you can either drag and drop filed into the window or select the “Browse Files” button. The application supports twenty files to be added to a single fax. When ready, click SEND! The application supports the following file formats: jpg/jpeg png pdf doc tif/tiff docx odt txt. Faxes that are in the process of sending will show up in your fax dashboard with their status:   When the fax has completed the status will be marked with a final status of either Success or Failure:   Send Fax via Email   Sending a fax using your email address is simple but will require that you know your fax number. Here's how you do it:  Use the number that you want to send a fax to as the email address followed by @faxingnow.com Use the number that you want the fax sent from as the Subject line of your email If you want a cover page then add any information you want on the cover page as the Body  of your email.  Attach supported files to your email and send it! A few things to note here are that you can send with either a leading one or without. That is, an acceptable email address would be both: 18474141234@faxingnow.com as well as 8474141234@faxingnow.com. However, you should not have dashes in your email address because many email servers will fail the outgoing email.   Fax Size limits   Size limits for email to fax are: 20 documents, 200 pages, 25 MB. ... View more

The Fax Dashboard is your homepage in the application and where users will spend majority of their time. This page allows you to quickly toggle between your sent and received faxes for viewing while also providing you easy access to sending new faxes.   When a fax is selected from your dashboard a window will slide out from the right side of the screen to reveal information about the fax, but not the document itself. You can sort through the faxes from newest to oldest or vice versa and can choose to click the “show successful only” box to view only the faxes that completed successfully.   Received   The received page shows all faxing call that were made you either your direct line or any of your group lines. When taking a closer look at any of the received fax “windows” there are several pieces of information to notice. The “from” number which in the picture below is 224-263-5774. Next, it shows that the fax was send you Lexy’s direct line since it says her name under the “To”. Finally, when looking at the right-hand side of the fax window, it shows the number of pages that were sent, the date and the time:   Sent   The send page might look the same at the received page with a couple of differences. First, sent faxes will show the name you have assigned them (please see explanation on “fax name” under the “sending a fax” section). Second, sent faxes will show the fax status and indicate if a fax was sent successfully or if it failed. Clicking on any fax window on your dashboard provides you with additional information and meta-data about your fax. If the fax failed, you’ll be able to see the reason for failure here. Additionally, you can resend faxes that are available via this screen by selecting the Resend Fax button: ... View more

How to log in and navigate the Faxing Application Initial login (Admin) You should have received an email inviting you to the fax application. Clicking the “Get Started” button to go to the log-in page where you setup your password which then activates account. Dashboard When you sign in to your account the first page you’ll see is the dashboard. There are a couple of things to notice: Your company name will be on the top right corner to the left of your name.  Swap between “received faxes” and “sent faxes” with the appropriate labels. Fax send button is located here, as well. ... View more

Watch the video below to learn about the Fax Application, the dashboard, and the functions of the Fax service:     To learn more about the Fax Application refer to the following articles: Logging into the Fax Application Fax Application Dashboard Send a Fax with the Fax Application Admin and Fax Logs Fax Application Departments Fax Application Groups User Management in the Fax Application Fax Application Number Management. ... View more

Handle Call Waiting in the Legacy Voyant Portal   Watch the video below to learn how you can enable or disable call waiting for users:   ... View more