October 10, 2023

From Traditional To Cloud: How To Make The Faxing Transition

Faxing has been a staple of business communication for decades.

However, in today's digital age, traditional fax machines and paper-based processes can seem outdated and inefficient.

Many organizations are now making the transition from traditional faxing to cloud-based fax solutions.

From Traditional To Cloud: How To Make The Faxing Transition: eAskme
From Traditional To Cloud: How To Make The Faxing Transition: eAskme

In this article, we'll explore the benefits of cloud faxing and provide a step-by-step guide on how to make the transition seamlessly.

The Benefits of Cloud Faxing:

Before we delve into the transition process, let's first understand the benefits of cloud faxing.

Cloud faxing offers several key advantages that make it a compelling choice for businesses:

Cost Savings:

Cloud faxing, also known as online faxing, eliminates the need for physical fax machines, paper, and maintenance costs.

You can send and receive faxes using your existing devices, reducing additional hardware expenses.


Online faxing solutions can easily scale to accommodate your growing business needs.

A small business that's growing rapidly may need to be able to send and receive more documents than its current fax machine can handle.

With a cloud faxing solution, the business can easily increase its capacity without having to purchase new hardware.


Cloud faxing providers prioritize data security.

Your documents are encrypted and stored in secure data centers, reducing the risk of data breaches compared to traditional faxing.


Access your faxes from anywhere with an internet connection.

Online faxing allows you to send and receive documents on the go, increasing convenience and productivity.


Most cloud faxing services integrate seamlessly with other business applications, such as email and document management systems, streamlining workflows.

To ensure a seamless transition, follow the steps outlined in this guide, from evaluating your faxing needs to exploring advanced features and fostering a paperless environment.

How To Transition from Traditional to Cloud Faxing

Now that we understand the benefits let's dive into the steps to transition from traditional to online faxing:

1. Evaluate Your Faxing Needs

Before making the transition, assess your organization's faxing requirements.

Determine the volume of faxes you send and receive, the necessary equipment, and any specific features or integrations required.

This evaluation will help you choose the right cloud faxing solution for your business.

2. Choose a Cloud Faxing Provider

Once you have a clear understanding of your faxing needs, research and select a reputable cloud faxing provider.

Look for a company that aligns with your requirements, offers secure transmission, and provides excellent customer support. It would help to compare pricing plans to find the one that fits your budget.

3. Port Your Existing Fax Numbers

To maintain continuity, consider porting your existing fax numbers to your chosen cloud faxing provider.

This ensures that clients and partners can still reach you using familiar contact information.

4. Set Up Cloud Faxing Software

Install the cloud faxing software provided by your chosen provider.

This software allows you to send and receive faxes electronically.

Configure it to work with your existing email system and any other integrations you require.

5. Train Your Team

Provide training for your employees on how to use the new cloud faxing system. Ensure they understand the software's features and how to send and receive faxes electronically.

Encourage employees to embrace digital documentation and reduce their reliance on printed materials. This not only aligns with environmental goals but also streamlines document management.

6. Test the System

Before fully transitioning, conduct thorough testing of the cloud faxing system. Send test faxes to ensure that everything is functioning correctly.

Address any issues or concerns that arise during this testing phase.

7. Implement Security Best Practices

While online faxing is generally secure, it's essential to implement best practices to safeguard sensitive information.

Ensure that your employees are using strong passwords and two-factor authentication for accessing the cloud faxing system. Regularly update and patch your software to protect against security vulnerabilities.

8. Explore Advanced Features

Once you have successfully transitioned to cloud faxing, take advantage of the advanced features offered by your chosen provider.

These features can further enhance your faxing experience:

  • Electronic Signatures: Many cloud faxing services offer electronic signature capabilities. This allows you to sign and send documents digitally, eliminating the need for physical signatures.
  • Fax Broadcasting: Cloud faxing makes it easy to send a single fax to multiple recipients simultaneously. This can be particularly useful for sending newsletters, announcements, or marketing materials to a large audience.
  • Scheduled Faxing: Some cloud faxing solutions allow you to schedule faxes to be sent at a specific date and time. This can help you manage your tasks more efficiently.
  • Fax Archiving: Online fax providers typically offer secure cloud storage for your faxes. Take advantage of this feature to archive important documents for easy retrieval and GDPR (General Data Protection Regulation) compliance purposes.

9. Notify Clients and Partners

Inform your clients, partners, and relevant stakeholders about the transition to cloud faxing. Share the new contact information for sending and receiving faxes electronically.

This proactive communication helps prevent any disruptions in business relationships.

10. Monitor and Adjust

After transitioning to cloud faxing, closely monitor the system's performance to identify any areas that need improvement.

  • Gather feedback from your team and stakeholders: Adjust configurations or workflows as necessary to optimize efficiency.
  • Monitor cost savings: One of the significant benefits of online faxing is cost savings. It’s best to keep a close eye on your fax-related expenses after the transition.
  • Stay informed: Cloud technology is continuously evolving. Stay informed about updates and new features offered by your online faxing provider. Upgrading to the latest software versions can ensure that you continue to benefit from the most advanced features and security enhancements.

Once you've successfully transitioned to cloud faxing, you may find value in exploring other cloud-based services that can further enhance your business operations and efficiency.


To make this transition successful, start by evaluating your faxing needs, selecting the right cloud faxing provider, and porting your existing fax numbers.

Set up the online faxing software, train your team, and conduct thorough testing.

Communication with clients and partners is crucial, and ongoing monitoring allows you to fine-tune the system for maximum efficiency.

Internet fax solutions are a great option for businesses of all sizes. They offer a number of benefits, including scalability, affordability, ease of use, security, and reliability.

Embracing cloud faxing can modernize your communication processes and position your business for continued success in the digital age.

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