Overview
View Faxes
- Go to the Faxes Module.
- Select the view option that you want to review.
Received Faxes
Shows the faxes that you have received along with the information about the fax in the column headers.
Review a Fax
- Double-click on a fax to open and view the PDF version of the fax.
Print a Fax
- In the PDF of the fax, click the printer icon or hold down Ctrl (Command on Mac) + P.
Add a Note to a Fax
- In the PDF of the fax, enter a note in the Notes field and click Save.
- Close the fax window.
Archive a Fax
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Check the box located in the Archived column. This will indicate that this fax has been reviewed and no longer needs attention.
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To view all faxes including archived faxes, check the box show archived.
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To exclude archived faxes from view, uncheck the box show archived.
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Determine Fax Number
- Click the Phone Numbers link.
- A new window will open.
- A new window will open.
- Click the fax name and number in the left column to see its details at the right.
