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Updox Knowledge Base

  • Home
  • Glossary
  • Introduction to Updox
    • Onboarding Checklist
      • Onboarding Checklist: Fax
      • Onboarding Checklist: Forms with Text
      • Onboarding Checklist: Video Chat
    • Using the Knowledge Base
      • Welcome to the Updox Knowledge Base!
      • How To: Schedule a Check-In Call with your Customer Experience Manager
      • How To: Update Your Payment Method
    • Technical Requirements
      • Updox Technical Guide
      • Internet Explorer is No Longer Supported
  • Explore Updox Products
    • Inbox
      • Overview
        • Address Book
          • Best Practices
            • Inbox Buttons
            • Removing Spam Faxes from your Inbox
            • Inbox Notifications
            • Filtering your Updox Inbox
          • How To's
            • Tags
              • How To: Using Tags
              •  Tagging: Tips and Tricks
            • Videos
              •  Routing & Filing Faxes/Documents
              •  How to Add Patients to the Address Book
            • Webinars
            • Faxing
              • Overview
                • User Guide: Faxing
                • FAQ: Faxing
                • Faxing from Queues
              • How To's
                • Porting vs. Forwarding Your Fax Line
                • How to: Port your Fax Line to Updox
                • How to: Forward your Fax Line to Updox
              • Videos
                •  How to: Fax Back
                •  Configure Your Fax Settings
                •  Creating Fax Coversheets
              • Webinars
                •  Faxing: Overview
              • Advanced Fax Routing
                • Advanced Fax Routing Overview
                • Getting Started and Managing Rules
                • Viewing Audit Trail
                • Fax Routing Details
              • FAQ For Faxing
                • FAQ: Faxing
              • Outbound Faxes
                • Outbound Faxes Overview
            • Video Chat
              • Overview
                • Video Chat User Guide
              • Videos
                •  Video Chat Overview
                •  Sending Invites: Overview and Tutorial
                •  Waiting Room: Overview and Tutorial
                •  Sharescreen and Gallery Mode
                •  Adding Participants on the Fly!
                •  Participant Workflow
              • Webinars
                •  Overview: What is Video Chat?
              • How To
                • Video Chat Waiting Room: Tips and Tricks
                • How To: Using Video Chat
                • Video Chat Layout Preference Settings
                • Video Chat Invite Folder Items Now Show Sender
            • Secure Text & SMS
              • Overview
                • Secure Text User Guide
                • Secure Text / Text Overview
              • How To's
                • How To: Use Secure Text with Queues
              • Videos
                •  Secure Text Basics / Enhancement With Email
                •  SMS Text Messaging Overview
              • Webinars
                •  Using Secure Text & SMS
              • FAQ for Secure Text & SMS
                • FAQ: Secure Text & SMS
            • Broadcast
              • FCC Compliance
                • Overview
                  • Broadcast Overview
                • How To's
                  • How To: Send a Broadcast Message
                  • How To: Create a Broadcast Template
                  • How To: Use Broadcast Reporting
                  • Unsubscribing from Broadcast Emails
                  • How to: Creating Broadcast Patient Lists
                • Videos
                  •  Broadcast Overview
                • Webinars
                  • FAQ For Broadcast
                    • FAQ: Broadcast
                • Reminders
                  • Overview
                    • Reminders Dashboard
                    • Reminders User Guides
                  • How To's
                    • How to: Configure Rules for Reminders
                    • How to: Create Reminders Script Templates
                  • Customizing
                    • Scheduling Customization: Reminders by Provider Calendar
                    • Scheduling Customization: Reminders by Appointment Type
                  • Videos
                    • Reminders Overview
                  • FAQ For Reminders
                    • FAQ: Reminders
                • Updox Forms
                  • Overview
                    • Electronic Forms - A Quick Guide
                    • Templates User Guide
                    • Text Templates with Forms
                  • How To's
                    • How To: Create Forms
                    • How To: Access Forms
                    • How To: Access Forms Library for Sample Forms
                    • Managing Completed Forms
                  • Videos
                    •  How To Use Forms
                • Updox Payments
                  • Overview
                    • Updox Payments - Patient Experience
                  • How To's
                    • How to: Updox Payments Dashboard
                    • How to: Request a Payment Using Updox Payments
                  • Videos
                    •  How To: Using Updox Payments
                  • Webinars
                    • Updox Payments Webinar
                • Updox Messenger
                  • Overview
                    • Updox Messenger Overview
                  • How To's
                    • How To: Using Messenger
                    • How to: Save Messenger Chats and Attachments to the Inbox
                  • Videos
                    •  Communicating on the Go with Updox Messenger
                • Release of Information
                  • Overview
                    • Release of Information Overview
                  • Articles
                    • Navigating the dashboard
                    • Creating a new request
                    • Understanding the statuses
                    • Adding documents to a request
                    • Managing and Delivering Collected Documents
                    • Viewing the audit log
              • Installations
                • How to check what version of the Updox Printer you’re running
                • Updox Print to Inbox
                  •  Installing Updox Print to Inbox
                  • Installing the Updox Printer for Mac
                • Updox Print to Fax
                  • How To: Installing Updox Print to Fax
                  •  How to Install and Use Print to Fax
                • Updox Central
                  • How To: Installing Updox Central
                  • How To: Installing Updox Central Printer
              • FAQ & Troubleshooting
                • FAQ: SMS Compliance
                • FAQ: Faxing
                • FAQ: Reminders
                • FAQ: Broadcast
                • FAQ: Video Chat
                • FAQ: Forms
                • FAQ: Secure Text & SMS
                • FAQ: Updox Payments
                • FAQ: Refer and Share
              • Tools & Account Administration
                • Overview
                  • Getting Started with Fax: What Every Admin Needs to Know
                • Account Set-up
                  • Updox Compliance Information
                  • Creating and Managing Users
                  • Setting Up Queues for Fax Lines
                • How To's
                  • How to: Upload Signature for Document Editor
                  • How To: Change to a HIPAA-safe Practice Name for Secure Text & Updox Payments
                  • How to: Setting Up Queues
                  • Queues: Tips and Tricks
              • Partner Resources
                • Porting Information
                  • Porting LOA Canadian Numbers
                  • How to: Port your Fax Line to Updox
                • Installations
                  • Partner Portal
                    • Overview
                      •  Overview: Partner Portal
                    • How To
                      • How To: Add a User to a Strategy in Partner Portal
                      • How To: Make a New Updox Account in Partner Portal
                  • Public API Link
                    • Public API
                      • API Usage
                        • Webhooks
                          • Account Management: Webhooks
                          • Direct Messaging: Webhooks
                          • Document Management: Webhooks
                          • Faxing: Webhooks
                          • Patient Management: Webhooks
                          • Patient Portal: Webhooks
                          • Secure Conversation Management
                          • Reminders: Webhooks
                        • /FaxOemPop
                    • Partner Release Notes & Newsletter
                      • Partner Release Notes
                        • April 2023
                        • March 2023
                        • February 2023
                        • January 2023
                        • December 2022
                        • October/November 2022
                        • September 2022
                        • August 2022
                        • July 2022
                        • May 2022
                        • April 2022
                        • March 2022
                        • February 2022
                        • January 2022
                      • Partner Newsletter
                        • Partner Newsletter: August 2023
                        • Partner Newsletter: May 2023
                        • Partner Newsletter: April 2023
                        • Partner Newsletter: March 2023
                        • Partner Newsletter: February 2023
                        • Partner Newsletter: January 2023
                    • Contact Partner Support
                      • How to: Contact Partner Support
                    • FCC & SMS Compliance
                      • Partner: SMS Compliance
                      • Partner: SMS Phone Numbers
                    • Partner Status Page
                      • Partner Status Page Information
                    • Product Guides
                      • Patient Engagement
                      • Practice Productivity
                      • Telehealth
                    • Video Resources
                      • Faxing
                      • Reminders
                      • Secure Texting
                      • Video Chat
                  • Release Notes & Newsletter
                    • Release Notes
                      • August 2023
                      • July 2023
                      • June 2023
                      • May 2023
                      • April 2023
                      • March 2023
                      • February 2023
                      • January 2023
                      • November/December 2022
                      • October 2022
                      • September 2022
                      • August 2022
                      • July 2022
                      • June 2022
                      • May 2022
                      • April 2022
                      • March 2022
                      • February 2022
                      • January 2022
                    • Monthly Newsletter
                      • Newsletter: September 2023
                      • Newsletter: August 2023
                      • Newsletter: July 2023
                      • Newsletter: June 2023
                      • Newsletter: May 2023
                      • Newsletter: April 2023
                      • Newsletter: March 2023
                      • Newsletter: February 2023
                      • Newsletter: January 2023
                      • Newsletter: December 2022
                      • Newsletter: November 2022
                      • Newsletter: October 2022
                      • Newsletter: September 2022
                  • Support
                    • Contact Us
                      • Contacting Support
                        • We are here to help!
                        • Chat FAQ - Quick Answers and Resolutions
                        • Support Form FAQ - Submitting A Request
                      • Customer Success Managers
                        • Schedule Time With Us!
                      • Updox Status Page
                        • Where Do I Go For My Request
                      • Home
                      • Explore Updox Products

                      Inbox

                      Address Book (4)

                      • Address Book: Adding a Contact
                      • How to: Import a Patient List
                      • How to: Upload a Contact List
                      • How to: Import a User List

                      Best Practices (4)

                      • Inbox Buttons
                      • Removing Spam Faxes from your Inbox
                      • Inbox Notifications
                      • Filtering your Updox Inbox

                      How To's (3)

                      • Templates -- User Guide
                      • How To: Using the Document Editor Features
                      • Tips and Tricks: Printing or Dragging Documents to the Updox Inbox

                      Tags (2)

                      • How To: Using Tags
                      •  Tagging: Tips and Tricks

                      Videos (2)

                      •  Routing & Filing Faxes/Documents
                      •  How to Add Patients to the Address Book
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