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Updox Knowledge Base

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  • 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

                      Installations

                      Updox Print to Inbox (2)

                      •  Installing Updox Print to Inbox
                      • Installing the Updox Printer for Mac

                      Updox Print to Fax (2)

                      • How To: Installing Updox Print to Fax
                      •  How to Install and Use Print to Fax

                      Updox Central (2)

                      • How To: Installing Updox Central
                      • How To: Installing Updox Central Printer

                      Articles

                      How to check what version of the Updox Printer you’re running
                      Search for the printer Click on the “updoxprint” app to run the printer Click the “Settings” button to view the version ...
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