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The video below will take you through an in-depth tutorial for Routing & Filing Faxes/Documents!
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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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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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Last Updated: 08/22/2024
in FAQ & TroubleshootingBreakdown of our most frequently asked questions regarding Secure Text & SMS.
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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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Realtime Tagging is a helpful feature that shows tag changes on folder items in real-time without needing to refresh the page. Realtime Tagging is especially helpful when you have multiple users working in your inbox. It simplifies workflows and imp...
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A quick guide to get your practice using Reminders today!
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Overview Due to rulings and regulations implemented by the Federal Communications Commission (FCC) through the Telephone Consumer Protection Act (TCPA), mobile carriers (e.g. Verizon) have implemented a series of policies and procedures t...
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How to review created forms for your practice and to access the unique URL link per form.
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When using Updox Reminders with a connected EHR, you are probably reviewing appointment confirmation and cancellations in your existing calendar. However if you aren’t currently utilizing the Reminders Dashboard, you are missing out on some key b...