Template: include our Confidentiality Agreement on all Cover Page

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I have a business account, and work for a company who provides mental health and substance abuse services across a wide variety of populations in our area. Our staff has been using RingCentral for nearly two years, and we really love it, however one of the items which we believe would make a tremendous difference would be to allow us as an organization (and others for that matter) to upload something like a confidentiality agreement to be attached automatically to our outgoing faxes.

As we exchange confidential information with outside individuals and agencies with extreme frequency, it would be great if this page would automatically attach itself to outgoing faxes so that the margin of human error (forgetting to attach this ever-important piece) would be non-existent.
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1011 Front Desk _

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Posted 3 years ago

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Jay Nichols

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I have a confidential disclaimer that I have used in the past that is part of the cover sheet note.  I have tried to modify my cover sheet (following all the instructions provided by RingCentral and using their template), but it hasn't worked yet.  That might suit your purposes, if we could figure out how to make it work.  Sidenote, I had this cover sheet when I was using Softphone, but it was lost when I was forced to start using the Windows app.
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Mike, Official Rep

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Jay,  Did you upload the file back into the RC Desktop App, or did you just navigate to that folder and save the file there? 
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Mike, Official Rep

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1011 Front Desk, 

That is correct, you upload the file through the Softphone/RC Desktop App. 
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1011 Front Desk _

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Thanks Mike. So does this mean that after this page is uploaded that each user can take advantage of this cover page, or just the SoftPhone?
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Kim, Alum

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Good question.  To clarify, the cover page you upload will be visible to you only and will not be able to be seen/used by the other users on the account.  They would also have to upload it individually to each of their softphone's as well. 
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1011 Front Desk _

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So in other words the answer to my original question is no. Maybe I should have clarified that many of our staff members use extensions that forward to their phones in the field (Mental Health Counselors), and as a result, they don't utilize SoftPhones.

That is a feature I would really like to see happen. While I appreciate your recommendations, none of the above are an active solution to what I would like to be able to do.
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Kim, Alum

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We encourage others to VOTE in the upper right corner if you too would like to request this feature: 
      Fax: include the Company Confidentiality Agreement on the Fax Cover Page...need to be able to upload template to all Users at once. 
(Edited)
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Wendell Frederick

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This reply was created from a merged topic originally titled HIPAA: Fax cover page to include HIPAA compliance notification.

HIPAA COMPLIANCE FAX COVER PAGE NEED TO ADD TO OUT GOING FAX COVER SHEET.
(Edited)
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Sharam Danesh

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This reply was created from a merged topic originally titled This is a feature request. Please add confidentiality statement to fax cover shee....

Feature Request