Updated Articles

  1. Partner Newsletter: February 2023

  2. Partner Newsletter: March 2023

  3. Partner: SMS Compliance

    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...
  4.  Tagging: Tips and Tricks

    Filtering Your Tags with Type Ahead Search Your browser does not support HTML5 video. Helpful Tips: You may search for any letter or part of a tag name -- if it's in the tag name, it will appear in the list! You may use your keyboard...
  5. How To: Access Forms

    How to review created forms for your practice and to access the unique URL link per form.
  6. How To: Create Forms

    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 ...
  7. April 2023

    April 2023 – What's New? Create Placeholder Thumbnails on Retrieval Timeout Overview When a user logs in to the inbox, the page will begin grabbing thumbnail images for the folder items that are visible. However, if there are issues with...
  8. Viewing Audit Trail

    The Advanced Fax Routing dashboard includes an area to view changes made to Advanced Fax Routing rules.  Here, you can view: Who made the change When the change was made What changes were made, indicated by an → To view the audit trail, click...
  9. Newsletter: April 2023

  10. Partner Newsletter: April 2023