Define Fax Coversheet

Location: Admin

A fax coversheet is the first page that is automatically sent with each fax. Typically, it includes:

From

To

Subject

Date

Instructions

Disclaimers

You need Admin privileges to complete this function.

From time to time we may add new fields to the Fax Coversheet. To use those fields you'll need to click RESET TO DEFAULT then enter your customizations again. To prevent overwriting your custom coversheet we don't add them automatically.

Add a Fax Coversheet

To add a new fax coversheet:

1.Click MENU > Admin > Fax Coversheet.

2.Click NEW.

3.Enter the Coversheet Name (it must be unique).

4.A fax template displays that you may edit or save as is.

•The information in the brackets { } are variables that are automatically set when a fax is sent. Obviously, you need to keep the ‘from’ and ‘to’ information. You may delete the subject and/or instructions if not needed.

o{fromName}

o{fromFax}

o{toName}

o{toFax}

o{subject}

o{currentDate}

o{Instructions}

•The current date is automatically added below the Subject.

•The information at the bottom is the default disclaimer. You may edit or replace as needed.

•To erase prior changes and return to the default template, click RESET TO DEFAULT.

•Use the following text editing tools to format your coversheet:

4.To set this coversheet as the default when sending faxes, check Primary Cover Sheet.

5.Click SAVE.

	Text Editing Tools
	Undo
	Redo
	Insert a Hyperlink
	Unlink
	Bold
	Italicize
	Underline
	Strikethrough
	Insert/Remove Numbered List
	Insert/Remove Bulleted List
	Decrease Indent
	Increase Indent
	Align Left
	Align Center
	Align Right
	Align Justify
	Insert Horizontal Line
	Insert an Image
	Font Size
	Text Color
	Background Color

Edit Fax Coversheet

To edit an existing fax coversheet:

1.Select the coversheet to edit.

2.Make your changes.

3.Click SAVE.