Fax: how to upload a custom cover page and send via email fax

  • 6
  • 6
  • Question
  • Updated 6 months ago
  • Answered
  • (Edited)
Fax: how do I upload a custom cover page and then use the RingCentral fax via email function to send it? 
Photo of Clifford Cadle

Clifford Cadle

  • 90 Points 75 badge 2x thumb

Posted 4 years ago

  • 6
  • 6
Photo of Randy T.

Randy T.

  • 1,276 Points 1k badge 2x thumb
I do exactly what you are asking about. I keep my covers in my cloud account and download to pdf when I'm ready to send. I choose no cover sheet and add any other attachments when I send, drag and drop. A little different on the mobile app, again download to pdf, this time to documents on the mobile app, then send as a fax with it and any other attachments making sure to choose the no cover sheet option. I do this every morning 3 or 4 times no issues at all. Good luck.
Photo of Mike

Mike, Official Rep

  • 93,468 Points 50k badge 2x thumb
Thanks for sharing Randy!
Photo of Mike

Mike, Official Rep

  • 94,158 Points 50k badge 2x thumb
As Randy stated, this is already possible.  If you don't have your own template, you can use the downloadable one that RingCentral offers. Instructions here: How can I customize, or remove fields from the fax cover sheet?

Or,  If you use the method Randy mentions, you can either build your own template and just drag'n drop it into the application, which is very easy.  If you don't have the time or knowledge to build your own you can find plenty of free Word and/or Excel fax templates on the web.  Here's one such site:  http://www.freefaxcoversheets.net/

FYI: We are NOT recommending this specific site. Use your own discretion when downloading anything off the web as there is always risk for malware. 
(Edited)
Photo of gtmurphy

gtmurphy

  • 206 Points 100 badge 2x thumb
RingCentral support has a remedy for the Account Holder name always appearing in the sender name fields on the cover pages: remove your account name.  I replaced mine with the company name and it works.  Still crappy that you cannot customize the email coverpages, but no longer all showing they come from me, which was the big problem.  See below:

"Hi George,

To remove your name from the faxes you are sending you need to delete your name from the account and change it with your Company's name or Simply replace your name with a dot (.)

Go to Settings > Account info (First name: change it with a dot (.) Last name : change it with a dot (.) > Save.

Please let me know if this works!

Thank you!

Best Regards,

Vince Vales Jr

Ring Central Global Support"
Photo of Telephone Bill

Telephone Bill

  • 392 Points 250 badge 2x thumb
The link is broken.
Photo of Saadet

Saadet, Employee

  • 68,042 Points 50k badge 2x thumb
Sorry about that, Bill. Here's an updated link :)
Photo of Christian Sturgeon

Christian Sturgeon

  • 62 Points
Still no solution to add a disclaimer to the cover sheet?
Photo of Saadet

Saadet, Employee

  • 68,042 Points 50k badge 2x thumb
Hey Christian, not at this time
Photo of Elysa Wu

Elysa Wu

  • 80 Points 75 badge 2x thumb
Randy's answer is very useful. And I would like to recommend two sites for people who need to do a fax cover sheet.
http://formswift.com/ -- create your own fax cover sheet
http://www.formsbirds.com/fax-cover-sheet -- fax cover templates
Photo of gtmurphy

gtmurphy

  • 206 Points 100 badge 2x thumb
This reply was created from a merged topic originally titled Is there no way to upload a custom cover page for email only faxing that includes....

I have the basic 500 fax account.  We don't do a ton of faxing at my work, so we decided to ditch the land line and old faxing and go cloud based faxing.  I setup my account and everything seems great so far, except the cover pages.  We will not be using the desktop app it is too complicated, it is much easier to send faxes via email and we have a group email account that will receive the faxes and attachments.  This is a pretty easy setup.  

My issues are this.  ALL the default cover pages used in the email faxing are not editable, and include the Sender Name, which it pulls from the Ring Central account so thus is my name.  I do not want the name showing, just the Sender Company and address, phone, etc.  Every fax seems to come from me even though I have allowed others to send faxes from email.  Secondly, the default cover pages are ugly, so I would like to custom make my own and include my company logo.  There is no way to do this on the website options.  I had to download the desktop App, which is cumbersome if you only use for faxing, and then I could customize a cover page using Word that was to my liking, but it does not appear in the options for email faxing from the website, just in the desktop app only.  Furthermore, it does not appear to support a field for number of pages, which makes the customized cover sheet useless.  I was on which chat support for an hour only to have them tell me I have to use a default sheet to have the number of pages field shown.  

This is simple stuff.  Why can this not be done?  I may have to cancel and go with another service, which is a shame, because I like most everything else.