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How to Use FORTH Fax

Updated

Document #

Title

Effective Date

Version

FHC-FAX-01

How to Configure and Use Forth Fax

November 12, 2026

Basic

This article describes the Forth Fax integration within the FORTH system. It was developed for users with the Send Fax role permission who need to configure, send, and manage outbound faxes directly within the FORTH CRM.

The article is organized into the following sections:

Overview

FORTH Fax brings outbound faxing directly to the FORTH CRM environment. It can be used to send legally binding documents, such as Powers of Attorney, to creditors without leaving the platform. This integration centralizes your audit history and secures the handling of sensitive consumer information. Automation features reduce your reliance on external fax tools and improve overall workflow efficiency.

Prerequisites

  • The FORTH Fax add-on enabled for your account.
  • The ForthFax Send Fax role permission enabled for your user role (Admin > Roles).
  • Access to at least one assigned fax number.

How to Access

To enable the FORTH Fax add-on, please contact your Account Manager. If you do not have it enabled, contact our Sales department at 

  1. Log in to the FORTH CRM.
  2. Click the Admin tab
  3. Select Integrations in the navigation bar.
  4. Click FORTH Fax.

How to Enable

Configure Credentials

On the Credentials view, you can review your assigned fax numbers and configure your credential sets. Do not use the same fax number in more than one credential set.

  1. On the FORTH Fax page, make sure Credentials appears in the dropdown at the top left of the page.
    FORTH Fax Integration Page View Nov2026.png
  2. Click Create a New Set.
    FORTH Fax Credentials Page View Nov2026.png
  3. Edit the name of this new set by clicking the small pencil icon (see image above).
  4. Click the toggle switch on the right side of the page to make these new credentials active.
  5. From the Fax Number dropdown menu, select an assigned fax number.
  6. (Optional) Configure a custom webhook URL to forward status updates from eFax to your specified endpoint.
  7. Click Save This Set located at the bottom right corner of the page.

Configure Global Settings

  1. Click the Credentials dropdown and select Global Settings.
    Forth Fax Integration Page Credential to Global Setting dropdown Nov2026.png
  2. Provide the following information in the appropriate fields:
    • App ID
    • API Key
    • User ID
      Forth Fax Integration Page Global Settings View Nov2026.png
  3. Click Save.

How it Works

Send a Manual Fax from the Contact Dashboard

  1. Navigate to a contact record and select the Fax nested tab to open the Fax Center.
  2. Click Send Fax at the top right of the client dashboard.
    Client Dashboard to Fax Nested Tab View Nov2026.png
  3. Select the relevant debt under the Enrolled Debts section (see the left side of the image below) to populate recipient options (Original Creditor, Current Creditor, Contact, or Other).
    Send Fax Select Debt OR Manual Entry Page Views Nov2026.png
  4. OR select Manual Entry (see right side of the image above) and provide a Recipient Name and Fax Number.
  5. Click Next at the bottom right of the popup.
  6. Select the documents to fax from the Extracted, Uploaded, Signed, or Generated Documents dropdown options.
    Send Fax - Select Docs and Cover Letter Nov2026.png
  7. You may also upload local files, by clicking Choose Files.
  8. After uploading a local file, a warning banner will appear, reminding you that a "Preview may look different than expected".
    Send Fax - Choose Files Warning Banner after Selection Nov2026.png
  9. In the Cover Sheet section, select a pre-existing template as your coversheet from the Document Template Name dropdown menu. You may also click Manual to generate your own custom cover sheet (see image below).
    Send Fax - Cover Sheet Manual Option Nov2026.png
  10. Click Next at the bottom right of the popup.
    Send Fax - Final Review Screen Before Send Nov2026.png
  11. Confirm all details for the pending fax are correct.
  12. Click Send Fax in the bottom right of the popup (see image above).
  13. Review your delivery status (Queued, Successful, or Failed) in the fax history list.

Automate Faxes with Triggers

  1. Navigate to your triggers interface and select the Send Fax action.
    Trigger Setup Action - Send Fax Nov2026.png
  2. Choose your originating fax number and recipient type (Original Creditor, Current Creditor, Contact, or Other).
  3. Select the document type to fax. The system automatically selects the most recent document of that type.
  4. Save the trigger.

Note: Successfully delivering a Power of Attorney document automatically updates the POA Sent Date for the corresponding debt.

Send Fax - POA Sent Date Field Nov2026.png

Troubleshooting / FAQ

  • File Size Limits: Single fax transmissions cannot exceed 20 MB.
  • File Quantity Limits: Do not send more than 25 files in one transmission.
  • Missing Fax Action: If you have the Send Fax permission but lack an assigned fax number, the send action remains disabled on the contact record.
  • Delivery Timing: Fax delivery is not instantaneous. Downstream delivery status depends on external eFax processing.
  • Number Management: The FORTH accounts team manages all fax numbers in eFax.
  • Toast Notifications: Trigger-based fax failures do not create front-end toast notifications or notification center alerts.

Assistance

For further assistance, reach out to support@setforth.com.

Article Revision History

Version

Effective Date

 Changes Made

Basic

11/12/2026

 Initial Release
     
     
     

 

 

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