Support Center

Sending a Fax

Last Updated: Oct 24, 2013 10:05AM EDT
To send a fax from within Updox follow these steps:

To fax all the pages for a single item from Updox:

1)    Click on the 'Send Item' button. A new window will open and you will see the pages for that item listed
        as attachments at the top of that window.
2)    Search for the contact you wish to fax to.
         NOTE: if you don't have that contact listed in your address book just enter the ten digit fax number
         in the 'Send to contact' field
         If you are searching for a contact select the desired contact from the search results.
         If you entered the fax number and there is not a corresponding contact select 'Send fax
         to (AAA) BBB-CCCC'
3)    Complete the Title and Instructions fields as desired.
4)    If desired place a check next to the box to 'Send cover sheet'
         Choose the method to use:
          - Just Paper (sends paper fax including cover sheet if selected. This cover sheet does not have
             instructions for online access)
          - Just Online (sends just the cover sheet with contains instructions for the recipient to visit the
             portal page for the practice and sign in to view the other pages of the fax)
          - Send Paper fax and allow online access (sends paper fax including cover sheet with contains
             instructions for the recipient to visit the portal landing page for the practice and sign in to view
             the other pages of the fax)
5)    Click 'Send' at the top of the window to send the fax.

NOTE: The Send Item button pulls in all the pages for that item. Because you used that button, we know you have used all the pages for that item, and we move the item itself out of your way and into the Archive. You can perform any actions on the pages while they are in the Archive that you could while they are in the Inbox; we just move it to get it out of your way.

To Fax only specific pages from a single item:

1)    Select the pages you wish to send by placing your cursor over the page and clicking the
        word 'SELECT' that appears below the page.
2)    Click the 'Send 'X' Selections' button that appears below the Send Item button (remember
        the Send Item button will add all the pages for the item as attachments to the fax you are
        trying to send) A new window will open and you will see the pages for that item listed as
        attachments at the top of that window.
3)    Search for the contact you wish to fax to.
         NOTE: if you don't have that contact listed in your address book just enter the ten digit fax
         number in the 'Send to contact' field
         If you are searching for a contact select the desired contact from the search results.
         If you entered the fax number and there is not a corresponding contact select 'Send fax
         to (AAA) BBB-CCCC'
4)    Complete the Title and Instructions fields as desired.
5)    If desired place a check next to the box to 'Send cover sheet'
         Choose the method to use:
          - Just Paper (sends paper fax including cover sheet if selected. This cover sheet does
             not have instructions for online access)
          - Just Online (sends just the cover sheet with contains instructions for the recipient to
             visit the portal page for the practice and sign in to view the other pages of the fax)
          - Send Paper fax and allow online access (sends paper fax including cover sheet with
             contains instructions for the recipient to visit the portal landing page for the practice and
             sign in to view the other pages of the fax)
6)    Click 'Send' at the top of the window to send the fax.

Contact Us

support@updox.com
http://assets3.desk.com/
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