Annotate/Sign a Fax
To annotate and/or digitally sign a fax:
- Log into Sfax at https://app.sfaxme.com.
- Click Faxes in the left navigation pane, then Compose Fax.
- On the screen that appears, scroll to the Files pane.
- To access the document you want, click the Add from library or Upload documents button.
- If Add from library—then: In the Select documents window, check the box(es) of the document(s) you want to edit; then click Add (can click X to delete). The docs now appear in the Files pane (see/proceed to step 5.)
- If Upload documents: The Upload documents window appears.
You can either: Open Windows/File Explorer on your local drive, locate and highlight the file(s) you want; then drag them to the Drag and drop files here pane.
The doc name(s) appear in the Upload documents window. (Click a minus sign to delete a doc; plus sign, to bring it back.)
...OR...
Under Select Files, you can click the Choose Files button—and in the Open window: Locate and select the file(s) you want to upload, then click the Open button.
The file name(s) appear in the Upload Documents window. (Click a minus sign to delete a doc; plus sign, to bring it back. See example further up.)
- Click the Next button to save and exit. The added or uploaded document(s) now appear in the Files pane. (Before you click the Edit button to open the HTML editor, please see the IMPORTANT! note below.)
IMPORTANT! When you open the editor, all docs in the Files pane appear in the editor. This means, the page count in the editor could be anywhere from 10 to 100+ pages—and there’s no real distinction shown between each doc (although if you click the Thumbnails icon at the top of the editor, you may be able to tell one doc from the other). So, if there’s, say, 4 documents in the Files pane—3 of them are 2-pagers; the other, 62 pages—then, you may want to Remove the larger doc and reload it for edit at a later time.
- To annotate/sign a document: Click the Edit button in the Files pane. The document(s) opens in the HTML editor. (To use the editing tools, see the table below.)
To navigate from page to page: Use the Up/Down arrows, the Page X of Y filter, and/or the Thumbnails icon.
|
|
To adjust page size: Use the zoom icons or the percent drop-down menu. |
|
To spin a page left or right: Use the rotation arrows.
|
|
To enter text: Click and drag the T icon where you want it, highlight the TEXTbox, enter your text, then click out.
|
|
To enclose text with a rectangle or ellipse: Drag the icon to the text, and place the shape around it.
|
|
To place a checkmark or an X somewhere: Click and drag that icon there.
|
|
To add a digital signature: Click and drag the S icon to where you want the signature to appear. NOTE: When you drag the signature onto the document, its hash code will be masked… …but once you either save it (and it goes to your Drafts folder when you exit the page)—or you send it, then can view it in your Outbox or Sent folder—it will display the signature’s hash code.
|
|
To place an arrow somewhere: Click and drag that icon there.
|
|
To place a Pending, Confidential, Approved, or Final stamp on the document: Click the Stamp icon, drag it to the document, and click the drop-down arrow to select which stamp you want.
|
|
|
To remove text, a shape, or a signature: Hover over it; and when the cursor becomes a four-arrowed cross, click the object then the Trash icon. |
|
To save your work: Click Save (or Cancel, to exit without saving.) The doc(s) in the Files pane appear with a Locked status (indicating they’ve been edited). But while you’re on this pane, you can click Discard to remove the edits that were done and/or click Edit again (if you need to). |
- Now, by clicking the appropriate button at the top-right of the Faxes > Compose a Fax screen, you can either save the fax (for further edits or to send later)—or send it (see Compose and Send a Fax).
If you click Save, the docs auto-move to your Drafts folder…
…and if you need to make further changes/additions it: Check/select the doc, then click the Continue button at the upper-right of the screen. (The doc will reappear in the Files pane [see the screenshot under the Save/Cancel instruction above].)