Fax: Allow default custom Global or Company-wide fax cover page

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  • Updated 10 months ago
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We would like the ability to use a custom fax cover page and set it as the default for our users without having each user upload the template through the application.
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Heath Landreth

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Posted 2 years ago

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Craig Lohman

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As a new RingCentral customer, we were wondering where the default fax coversheet settings were in the admin portal.  Based on this idea made over one year ago, I'm assuming that this is not an option.  Seems like something that would be a common request.  Please add me to the list of people requesting this enhancement.
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Mike, Official Rep

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This can actually be done with the Templates feature.  

Just make sure you are logged in as and Admin, then follow the steps, on this page:  Creating and Setting up User Templates
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Heath Landreth

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@Mike the templates that you mentioned are canned and the admin is unable to upload admin designed custom coverpages.  The only open I see available is to train each user to upload the custom fax cover sheet via the RingCentral desktop app.  Let me know if I am missing something.
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Mike, Official Rep

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Sorry for any confusion. I don't think you are missing anything.  The section below allows you to customize what appears on the cover, but you still have to pick from one of the canned options for the design.  

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Craig Lohman

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Yes, that is the problem.  Currently the only way to allow a custom fax cover sheet is to utilize the Windows Desktop App and then have each individual user manually go in and add the custom template that was created for our company.  Seems like this should be an option that the administrator should have the ability to setup for all users.