When getting started with Updox Fax, make sure to follow this checklist to ensure your practice will be set-up for long-term success!
The links below will take you to relevant articles as needed!
- Review the Fax User Guide for step-by-step instructions on getting started.
- Review how to route your inbound fax traffic with forwarding or porting.
- Create user accounts under Menu - Admin - Users with this guide.
- Create custom coversheets for your team to use when sending fax out.
- Install the Updox Print to Inbox and Updox Print to Fax drivers to make outbound faxing efficient from anywhere on their computer.