Wednesday , 20 February 2019
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How to Fax from Microsoft Office

Many people don’t realize that you can fax from Microsoft Office software.

It’s true! Software programs like Outlook, Word, Excel, and others all have faxing built into them. Some of the software allows you to fax directly from the program itself – like faxing a document that’s already open in Microsoft Word.

If you need to send out a fax immediately, I would just sign up for an online fax service like RingCentral Fax.

RingCentral Fax is a computer service that offers a 30 day free trial and then its $12.99/mo which is cheaper than other email fax providers (MyFax, EFax, RapidFax & MetroFax).

In other cases, you might want to sign up for an online fax service and send an Office document – like selecting a Microsoft Word file and faxing it anywhere in the world.

We’re going to cover both of these methods today as we teach you how to fax from Microsoft Office.

Method 1) Use an Online Fax Service

Online faxing is usually the easiest way to fax from Microsoft Office. Virtually all online fax services support common Office document formats.

With online faxing, you don’t need a phone line or fax machine connected to your computer. All you need is an internet connection.

You send your Office document through the internet to your online fax service provider. That service provider converts the data from the Office document into a faxable format, then sends it to your intended address.

Most online fax services let you fax directly through Outlook as an email (they also support other email services).

When sending a fax through Outlook to your email fax provider, the main body of your email becomes the cover page. Then, your attached document is converted over to the main part of the fax.

Using Outlook, you send a fax to an email address that looks like this: 1234567891@myfaxprovider.com, where the numbers are your recipient’s fax number and myfaxprovider.com is whichever online fax service you’ve chosen to work with.

Technically, you’re just sending an email. But you’re really sending a fax.

Outlook is supported by virtually all online fax providers.

Microsoft Office documents, however, aren’t quite as widely supported. Some online fax services let you integrate with Office programs like Word and Excel.

Popular online fax service MyFax, for example, lets you fax Microsoft Outlook, Word, Excel, and PowerPoint documents.

MetroFax, another popular online fax service, actually has a Microsoft Office add-in. You can install that add-in software to fax directly from Office through your MetroFax account.

If your computer fax service lets you fax directly from Office programs, then it’s typically as easy as opening Word or Excel and clicking Send…and email directly from the file.

Online faxing comes with a wide range of other advantages for businesses and individuals: you can have your own fax number, for example, access faxes on your phones or tablets, and significantly reduce wasted paper and overhead expenses at your business.

Method 2) Connect a Fax Machine to your Computer

Microsoft’s built-in faxing function requires you to connect a fax machine to your computer.

Some models of fax machines can send faxes directly from Microsoft Office.

In this method, your fax machine needs to be connected to a land-line phone line. Then, you need to connect your fax machine to your computer. Some fax machines let you connect through USB or Bluetooth, while others require a phone line connection. You may also be able to connect to a fax server connected to your network.

After making sure everything is connected, you should be able to open your fax machine’s included software or driver. Windows should install those fax drivers automatically after you connect your fax machine to your PC.

In some cases, however, you’ll need to download that software manually from the fax machine maker’s official website.

Fax machine software varies between manufacturers but they all basically work the same way. You open the software, attach the Office documents you want to send, enter your recipient’s information, then let your fax machine send the fax.

Method 3) Computer Fax Software

Fax software can be found on all major computer operating systems except for Apple’s Mac OS. For whatever reason, faxing is not supported directly from Mac OS (you’ll need to use an online fax service or similar).

Here’s what you need to fax via your computer:

  • Windows XP, Vista, 7, 8, or Linux (Mac OS is not supported for faxing)
  • Fax model (internal or external)
  • Landline phone line (VoIP lines won’t work)
  • Fax software (pre-installed on Windows)

Windows has built-in fax software already installed. That software is called Windows Fax and Scan. Open your search bar and type in “fax” and it should be the first thing that pops up.

With this method, all you need to do is open Windows Fax and Scan, which is the built-in faxing software in Windows. Open that software, click, “New Fax”, then attach your Microsoft Office document to the fax. It’s that easy.

The software also comes with a fax setup wizard. You can use that wizard to connect to a fax modem (like a fax machine that is connected to your computer) or connect to a network fax server (in which case you need to know the server name, like \\mycompanyfax

Windows Fax and Scan features a virtually identical interface to Microsoft Outlook. If you know how to send and receive emails through Outlook, then Fax and Scan will be easy to use.

If for some reason you don’t like Windows Fax and Scan, then you can find other third party faxing software available all over the internet – including free options like “Fax Machine”, available for download here.

Windows Fax and Scan doesn’t automatically sync your Outlook contacts with the program. You can, however, import them into the tool.

Method 4) Faxing Via the Office Print Menu

All Office software has a “Print” function. That print function actually has a fax option as well. It’s as easy as going to Print from Word or Excel and just selecting Fax from the drop down menu.

Here’s a step by step guide:

Step 1) In your Office program, select File > Print (or just press Ctrl + P)

Step 2) Click the dropdown menu under Print. By default, this menu should have a printer selected. Switch it to a fax machine (you may need to connect your fax machine)

Step 3) Click Print

That’s it! Your document or documents will automatically fax through the connected fax machine, at which point you can select your recipient and choose where those faxes are going.

Method 5) Printing Out Office Documents

Confused by all the steps listed above? Just want to send a quick and easy fax of your Office document? That’s okay!

Do Office faxing the old fashioned way by printing out your Office documents and sending it through your included fax machine.

For many people, this last method will be the easiest way to do it.

How to Connect a Fax Machine to your Computer

Many of the above instructions require you to first connect a fax machine to your computer. Microsoft has published a good tutorial on how to do that here.

First, you need to outfit your computer with a fax modem. A fax modem is a relatively cheap piece of hardware that lets your computer communicate with a fax machine over a standard phone line. There are internal and external fax modems available.

Internal fax modems are installed inside your computer – like by plugging directly into your computer’s motherboard.

External fax modems are typically plugged in via USB port.

In some cases, you might not need a fax modem: your workplace might have a fax server, which is a dedicated computer equipped with multiple fax modems. If that’s the case with your workplace, then all you need to do is setup a connection with the fax server and begin sending faxes immediately.

After connecting to your modem or fax server, plug that fax modem into a standard phone line, then proceed to complete any of the steps we’ve listed above – like opening Windows Fax and Scan or sending a fax directly through the Microsoft Office print function.

These are all the best ways to fax from Microsoft Office!

About Johnson Hur

After having graduated with a degree in Finance and working for a Fortune 500 company for several years, Johnson decided to follow his passion by embarking on a path to the digital world. He has over 8 years of experience with large companies setting marketing strategy.

One comment

  1. I have a small fleet claim processing business with 7 employees. We still use RingCentral fax at our company.

    Based on my experience, it’s very hard to know which software is good until you are well deep into it. A good fax service should address each of the following.

    Toll Free Number
    Hipaa Compliant (Secure)
    Microsoft Office Support & other cloud integration
    Mobile App version especially when I’m on the go
    Fax Logs
    Alerts
    Group Faxing

    Its more convenient then using a fax machine and it definitely works for our situation.

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