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Updox gives you the ability to upload your signature and ‘rubber stamp’ documents within the document editor. The simple steps below will guide you through this quick process. Step 1: You will need to upload a file of your signature to your ...
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Last Updated: 07/17/2025
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Video Chat.
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The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!
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To create a form in Updox, start by going to Menu - Admin, and select Form Management . In the Form Manager, you can manage existing and create new forms. Click Add New Form to start a new form. Step 1: Name your form. Keep in ...
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The Role of an Updox Admin User As the Admin user responsible for the setup and configuration of Updox, you will be responsible for various tasks. This overview is intended to prepare you for those tasks and what you should consider as you begin ...
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Last Updated: 08/22/2024
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Secure Text & SMS.
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Uploading contacts into your Updox account can give you easy access to contacts in your existing Address Book! Step 1: Access the File Upload area in Updox by clicking on Menu, then Tools, then File Upload (.csv) Step 2: In the first ...
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How to Cancel a Pending Fax An Updox user can cancel a pending fax in the Outbound Faxes page. To cancel a pending fax, expand the fax details and click on “Cancel”. This button is only available if the fax is still in Pending status. ...
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A quick guide to get your practice using Reminders today!
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How to review created forms for your practice and to access the unique URL link per form.