Send a fax from the secure Pilot fax web portal

    You can send faxes right from Pilot’s online portal. These step-by-step instructions explain how to choose a recipient, attach your files, add a cover page, add tags, and send the fax.

    Introduction 

    Having options in life is a good thing. The same is true for sending faxes. There are a few ways to send a fax with Pilot Voice: through email, with a fax machine, and through the Pilot web portal. We’ll cover that last option here. 

    Choosing a recipient 

    Step 1: Log in to the Pilot Fax portal. Your login name will be your email address. 

    Step 2: Click the Fax icon in the main navigation menu. Then select the Fax link. 


    Step 3: Enter your 10-digit fax destination number in the empty field. Or, use the contact button to choose a recipient from your contact list. If you look up and add a recipient, you don’t need to type in the 10-digit number.

    Attaching files

    Step 4: Attach files to your fax with one of the following methods:

    • Drag and drop files into the field provided
    • Click the Select button and upload files from your computer

    Adding a cover page

    Step 5 (optional): If you'd like to include a cover page, toggle the slider to On and enter the appropriate information in the correct fields.


    Tagging your message

    Step 6 (optional): To add a tag to the fax (this will show up in your fax history) click the Tags button and choose or create a tag. Tags help label your faxes so you can search for them later on. 


    Sending the fax

    Step 7: Click the SEND button. You’ll see a pop-up notification confirming your fax was sent. To check the status, go to the Fax History tab. 


    Was this article helpful?

    Send feedback

    Can’t find what you’re looking for?

    Pilot’s local support team is here for you.

    Contact Support