TakeFax

Send an outbound fax

Reply to referrals, send records, and fire off prior-auth packets from the TakeFax inbox — with real delivery tracking.

TakeFax isn't receive-only. You can send a fax from your workspace and watch it deliver, without a fax machine or a separate eFax tab.

What you need

  • A fax number connected on the Setup page (this becomes your outbound caller ID).
  • For your connected provider, the outbound credentials in your environment:
    • TELNYX_API_KEY
    • TELNYX_FAX_CONNECTION_ID
  • BLOB_READ_WRITE_TOKEN if you want to upload PDFs directly (provided automatically on Vercel).

If outbound credentials aren't set, the Send button is disabled and inbound triage keeps working as normal.

Sending

  1. Open your inbox and click Send fax.
  2. Enter the recipient fax number in E.164 format (e.g. +14155551212).
  3. Provide the document one of two ways:
    • Upload a PDF — stored to encrypted Blob storage, then faxed.
    • Paste a document URL — any reachable PDF URL.
  4. Hit Send fax.

Delivery tracking

Outbound isn't fire-and-forget. Each send is a state machine:

StatusMeaning
queuedAccepted, about to dispatch to the provider
sendingProvider is transmitting to the recipient
sentDelivered and confirmed by the provider
delivery_failedThe provider reported a failure (with a reason)

Status transitions are driven by your provider's status webhook at POST /api/fax/status. Point your Telnyx fax webhook there so delivery updates flow back automatically.

Transient provider/network errors are retried with backoff; a 4xx (configuration) error is surfaced immediately rather than retried.

Notes for PHI

  • Outbound documents are stored to Blob. For production PHI, use a private Blob store with signed, expiring URLs and ensure your provider BAA is in place.
  • Verify your provider's webhook signature on the status route (Telnyx Ed25519 is verified when TELNYX_PUBLIC_KEY is set).