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Updox offers a variety of ways you can add documents to your inbox. Once in your inbox, you can combine multiple documents and send them out to another Two efficient ways of adding documents to your inbox are printing to Updox and dragging and ...
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Porting LOA Canadian Numbers
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Multi-Factor Authentication (MFA) adds an additional layer of security to your account beyond just a username and password for login. For Updox accounts with MFA enabled, this guide will provide the how-to steps for individual user MFA setup as we...
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Below you will find a quick guide for Setting Up Queues for your account. Step 1: In the upper left hand corner of Updox, click Menu - Admin - Queues . Step 2: Click on New , then enter in the name of your queue. 2a . Be sure to...
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The Support PIN is a four-digit number that the Updox Support team uses to verify the user's account.
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Adding a contact to your Updox Address Book helps save time and errors when sending outbound faxes and texts.
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Video tutorial on Adding Patients to your Address Book!
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Adding, Managing, and Applying Tags To manage your tags, click on Menu → Admin → Tags . The Tags menu displays your active and inactive tags and provides the ability to add a new tag, edit a tag's color or name, activate or inactivate ...
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Address Book Settings Can Modify Address Book Admins have the ability to restrict users from editing the Address Book. This setting can be found in Menu > Admin > User > Settings . The name of the setting is 'Can modify Address Book'. If the c...
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Inbox Color Themes You can choose from 2 color themes in your Inbox: Soft and Bold . To select a color theme, navigate to Menu > Profile > Settings and find the Inbox Theme section. Make your selection and click Save at the bott...