To send a fax using Outlook, Windows and Office must be configured to use either Windows Fax services or an Internet fax provider. The exact steps depend on which method is used.
- Enable Windows Fax and Scan (Windows fax driver/service)
If using the built-in Windows fax capability (for example, to send via a fax modem or fax server):
- Open Control Panel.
- Select Programs > Programs and Features.
- Select Turn Windows features on or off.
- In the Windows Features dialog, expand Print and Document Services.
- Select Windows Fax and Scan and choose OK.
On some Windows 11 systems, Windows Fax and Scan is installed as an optional feature:
- Open Settings > System > Optional features.
- Select View features.
- Search for Windows Fax and Scan.
- Select it and choose Install.
After installation, configure Fax (modem, fax server, or fax account) in Windows Fax and Scan. Outlook can then use the Windows Fax transport when fax is selected as the sending method.
- Use an Internet fax service from Office/Outlook
Office applications can send documents via Internet fax services that integrate with Outlook:
- In Word, Excel, or PowerPoint, open the document.
- Select File > Share > Email.
- Choose Send as Internet Fax.
- A web page opens listing Internet fax providers. Select and configure a provider account.
- Once configured, create the fax in Outlook or the Office app as directed by the provider (typically by addressing an email to a special fax address format supplied by the service).
- Use a fax server/gateway or Internet fax service with Outlook
Organizations can route faxes through a fax server or Internet fax gateway that integrates with email:
- A user creates a document in Word or Outlook.
- The document is sent (often as an email or via a fax transport) to the fax server or gateway.
- The fax server converts the document to fax format and sends it over a traditional telephone line to the recipient’s fax machine.
Alternatively, some Internet fax services send and receive faxes as email attachments (for example, .tif or .pdf) using Outlook as the email client.
- Use a dedicated Outlook fax add-in (example)
Some third-party add-ins integrate fax directly into Outlook. For example, the Retarus Fax for Outlook Add-In allows sending and receiving fax documents via the email client once the add-in and service account are configured according to the provider’s documentation.
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