New Articles

  1. Porting vs. Forwarding Your Fax Line

    Learn the differences between forwarding your fax line and porting. Forwarding your fax line to Updox Forwarding your fax line allows you to keep your existing fax line with your current carrier/provider.  Reasons for forwarding: Routing exi...
  2. User Guide: Faxing

    How to Use Updox Electronic Fax A quick guide to get your practice using Electronic Fax today. Log in to Updox 1. Enter your username and password to log in to your Updox account.  Inbound Faxes 2. An inbound fax will appear in your Inbox as...
  3. How to: Setting Up Queues

    Below you will find a quick guide for Setting Up Queues for your account. Step 1: In the upper left hand corner of Updox, click Menu - Admin - Queues . Step 2: Click on New , then enter in the name of your queue.  2a . Be sure to m...
  4. Templates User Guide

    Templates are a great way to streamline common text and fax responses and standardize messaging for user efficiency. After logging into your Updox account, choose Menu  > Admin  > Templates . Click New  at the bottom of the panel to start a n...
  5. Inbox Notifications

    Our new layout at the top of the Updox Inbox makes it easier to review system statuses without filling your Inbox with pop-ups on the right. What are Notifications? Notifications are system-generated messages that appear in Updox to indicate th...
  6. How To: Using the Document Editor Features

    The Document Editor gives you the ability to quickly and seamlessly edit items in your Updox Inbox.  Below are the top five common features used across Updox: Text Box - The Text Box tool will allow you to type any free text onto a docume...
  7. Filtering your Updox Inbox

    Many of our customers find that filtering their Updox Inbox makes triaging fax, forms, text and video chat summaries more efficient.   @mcostianes shares some tips on filtering your Inbox to meet your workflow in this week’s Tip Tuesday! ...
  8. Removing Spam Faxes from your Inbox

    If you receive spam faxes to your Updox Inbox, you can block a number from interrupting your daily workflows. Once blocked, faxes from the number will be automatically sent to the Spam folder in your Inbox.  You can block a number in two different...
  9. FAQ: Secure Text & SMS

    Breakdown of our most frequently asked questions regarding Secure Text & SMS.
  10. FAQ: Video Chat

    Breakdown of our most frequently asked questions regarding Video Chat.