Templates User Guide

Templates are a great way to streamline communication for Secure Text, SMS Text, and Fax and to standardize messaging for user efficiency. 

1. After you log in to your Updox account, go to Admin under the Menu and select Templates

2. Select New to create a new template. Enter the title and content you want to include in your message.  When you are ready to use the template, check the Active box and Save

3.  The templates you make can be used when sending a Secure Text, SMS Text, or Fax.  You can edit your templates at any time in the Templates menu.