Updated Articles

  1. Reminders Overview

    The video below will take you through a quick tutorial for using Reminders! For additional information and assistance please head to our Reminders tab. ...
  2. How To: Using the Document Editor Features

    The Document Editor gives you the ability to quickly and seamlessly edit items in your Updox Inbox.  Below are the top five common features used across Updox: Text Box - The Text Box tool will allow you to type any free text onto a d...
  3. Partner Release Notes

  4. April 2024 Release Notes

    What's new?  New /SmsStatus Public API We have added a new API to /SmsActions called /SmsStatus  that allows partners to get the status of a message if it was sent or failed to send due to 'X' when sending via the delaye...
  5. Release of Information - ChartSwap Integration

    Release of Information This article specifically covers our Release of Information app and how we integrate with ChartSwap. If you don't know what our Release of Information app is, you can learn more in our Release of Information Over...
  6. Cancelling a Pending Fax

    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 Pend...
  7. Partner Implementation Details for SMS

    All Partners   Account Creation & Management Updates   Change: New fields have been added to the account creation/update pages in Partner Portal and the Updox Public APIs ( /PracticeC...
  8. 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 .&n...
  9. March 2024 Release Notes

    Add /SmsSendNumberList Public API We have created a new SmsSendNumberList API under /SmsActions   so that partners can retrieve the SMS number list for an account including the provisioned numbers, associated location/queue (if applicable...
  10. Reminders: Webhooks

    Reminders Inbound Notification Reply Event  inbound_notification_reply  Payload 1{ 2 "accountId": "", 3 "internalId": "", 4 "reply": "&...