Desktop App: bring back the ability to enter recipient & company name on fax

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  • Updated 3 years ago
  • Implemented
  • (Edited)
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Can you put the ability to enter a recipient, company name, etc. back on the fax page of the desktop application.  It was there and then removed in an update.  Without this ability the feature on the desktop application is completely useless.  If I want to send a one off fax every time I would then need to create a contact, which is not of use to me.
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Sean Field

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Posted 3 years ago

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John G., U.S. Tier 3 Support

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You can regain this functionaility by creating a custom template.
1.  Go into the Send Fax screen in the softphone and click on the cover Page link.
2.  Scroll to the bottom and click the plus icon next to "Custom Cover Page".
3.  Download the sample.docx form the bottom of the screen, fill in the "From" details, and save the document.
4.  Drag the saved document to the large Plus icon under Attach file:
5.  Name the customer cover sheet and click the checkmark at the top right.
6.  Verify your new cover page is selected and click the checkmark again.
7.  Your coversheet screen should now prompt you for the Name Company and Notes for outgoing faxes.
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Sean Field

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It worked, thank you for that.

Can this be done using a fancier looking template?

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John G., U.S. Tier 3 Support

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Yes, it will take any word Doc you attach to the custom template, and you can have multiple templates saved (but only one selected at a time).
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Kim, Alum

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Sean - Also see this post...they are working on getting this back in soon. 

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