The Barti team (success@barti.com) will work with you to complete your integration's setup and will keep you updated regarding their progress. The following self-serve resources are available so you can get up and running right away!
Quick Start: Using Your Fax Number in Barti Fax
Barti Fax is powered by Kno2, the fax and Direct message service provider that runs behind the scenes. With the Barti Fax integration, you can fax outbound from your normal Barti account, and you will access received faxes in the Barti Fax portal. The following help articles cover the basic settings account admins need to follow to start using fax in Barti Fax!
Create user logins for Barti Fax: Create a User | Kno2® Knowledge Base (intercom.help)
Create Intake Rules to access received faxes: Intake Rules | Kno2® Knowledge Base (intercom.help)
Print or Download Faxes:
Send Permissions (Optional, allows users to send faxes directly from Barti Fax: Send Permissions | Kno2® Knowledge Base (intercom.help)
FAQs
Logging into the Barti Fax Portal
You will receive an email with the subject line "Time Sensitive – Create your Barti Fax User Account". Pictured below is an example of invitation email:
What do I need to do if the link in the welcome email has expired?
If the link in the welcome email has expired:
Request a new welcome email from success@barti.com.
Follow the instructions in the new email to complete your setup.
How do I find my username?
Your username is your email address.
How do I reset my password?
To reset your password:
Go to kno2.prod.barti.com.
Click on "Forgot password?".
Follow the instructions to reset your password.
Administrators can also reset user passwords from Settings > Users.
Can I add user logins for my staff in the Barti Fax portal?
Yes, you can add user logins for your staff in the Barti Fax portal:
Log in at kno2.prod.barti.com as an administrator.
Navigate to the "User" section.
Click the "+" button to add new user logins for your staff.
The full steps are available here: Create a User | Kno2® Knowledge Base
Accessing Incoming Faxes
How do I access incoming faxes in the Barti Fax portal?
To access incoming faxes in the Barti Fax portal, follow these steps:
Log in at kno2.prod.barti.com.
Navigate to Intake on the left side of the page.
View the list of received faxes assigned to you.
Learn more about processing faxes in My Intake.
How do I enable email notifications for incoming faxes?
Administrators will receive notifications for Unassigned Messages by default.
To enable email notifications to alert non-admin users about new faxes:
Log in as an admin: kno2.prod.barti.com.
Create Intake Rules: This gives users access to received faxes: Intake Rules | Kno2® Knowledge Base (intercom.help).
Once a user is added to an Intake Rule, they will receive email notifications. Pictured below is an example of an email notification:
Do email notifications push to phones?
Notifications can be pushed to phones if your email client supports push notifications.
What if I have email notifications enabled, but don’t see anything in my inbox?
If you have email notifications enabled but don't see anything in your inbox:
Check your spam or junk folder.
Verify that your email client is set up to receive notifications from Barti Fax.
Ensure that your email address is correctly configured in the Barti Fax portal.
Ensure your user account is assigned to the appropriate Intake Rule(s).
If you verify those steps and are still not receiving notifications, please reach out to success@barti.com.
How do I enable the address book in the Barti Fax portal?
To enable the outbound address book in the Barti Fax portal, you can utilize the Contacts Uploader. Please note this only applies to the Barti Fax portal outbound fax experience.
Can I download and use the Kno2 Desktop app instead of accessing through the web browser?
Kno2 Desktop is not available for Barti Fax users. Please login at kno2.prod.barti.com to access the Barti Fax portal.
If you have other questions, please contact success@barti.com for assistance.