Send a Fax

Location: Workspace

Sending a fax is very easy and you can do it from multiple places: Compose, Send Item, Address Book. You can send a fax to an individual contact or to a contact group. A contact group enables you to send the same fax to multiple contacts at once. Contact groups are set up in the Address Book.

Send a Fax

1.Go to Compose, Send Item or the Address Book.

2.In the Search box enter the fax number, contact name, or contact group name.

3.If this is a new number you can either 1) create a new contact to store the number in your Address Book or 2) send without saving the contact.

•To create a new contact, click Create contact and send to, then fill in the contact information.

•To send the fax without creating a contact, click Quick send to.

4.If the fax number already exists in the Address Book, select the contact or the contact group from the search results list (if multiple ones are listed), then check  Send fax to and click OK.

5.Enter Subject.

6.Check desired settings:

•Send "history" comments (usually not used) 

•Send Coversheet

•Send as practice

7.Select the fax delivery method:

•Send paper fax and allow online access (default)

•Just online

•Just paper

8.Select the Fax Coversheet to use or just accept the default.

9.Enter Notes (optional).

10.Add attachments as needed.

11.Click SEND.

12.You will receive a separate notification confirming the fax was sent to each recipient (which includes the number of pages faxed).

Adding Item to the Workspace to Fax

If the item isn’t in your Workspace yet, use one of the following methods to upload it:

•Drag and drop the item into your Workspace.

•Print the item to the Updox Virtual Printer (see the Add a Virtual Printer article if not already configured).

•If you have Updox Central installed:

•Copy the item to the fax auto-upload folder

•Scan the item to the fax auto-upload folder. (If a scanner is set up to do so.)