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 new template.

Title your template and create the written content. When you are ready for your users to access this template, ensure Active is checked, and click Save.

Templates can be used when sending a text or a fax. Users can choose from the template dropdown for efficient responses.