Need customizable fax header added to RC Desktop.

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  • Updated 5 years ago
  • (Edited)
Merged

This conversation has been merged. Please reference the main conversation: Fax: Bring back, or add additional fields to customize fax cover sheets

For my business-I need the header added to outgoing faxes for the new windows ringcentral system. If they can't add this-I will need to find another system to use.
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Posted 5 years ago

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Danno, Champion

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What's in the header? your fax number, a logo, your company name......
The old soft phone had a function where you could edit the header and add text to it. For me – I used it to add loan numbers to every document that was faxed out of my office. this is crucial for what I do.
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Claudio (Customer)

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What about adding the Loan Number into the Notes section on the Cover Page? or better yet, create your own custom cover page with some/all of this fields :

FAX FROM

{Sender Name}
{Sender Company}
{Sender Address}
{Sender City}
{Sender State} {Sender Zip Code}

TO

{Recipient Name}
{Recipient Company}
{Recipient Street}
{Recipient City}
{Recipient State/Country} {Recipient Zip Code}
Phone {Sender Phone}
Fax Number {Sender Fax}
Phone {Recipient Phone}
Fax Number {Recipient Fax}

DATE {Date}
NOTE
{Note}

No that won't work. It has to be on every single page I fax out on the top.
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Mike, Official Rep

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Nathalie,  This is a pretty unique feature request.  You can submit this as a new "idea" if you would like, so our Product Team can consider this for future development. How do I submit a request for a new Idea or Feature?
It's currently on the old soft phone feature so it's not a new idea. It's just the ability to add a text box-that's it.
(Edited)
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Mike, Official Rep

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The old Legacy phone does have a few things that are currently not available in the new RC Desktop app. The new RC Desktop app is actually a completely different piece of software so this is why it would be considered a new feature. At some point the Legacy phone will be retired so it's a good idea to submit feature requests for anything you would like to see in the new version. 
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Claudio (Customer)

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Nathalie, please forgive me for writing below an idea outside of RingCentral (because the lack of the right solution for you)... but, assuming that you are using a document editor like Word (or other scanning application). You could add a water mark for all that documents, or better yet, to create a header inside of the documents with the loan info.
All the docs I use are PDFs. What the header did was place the loan number at the top of all pages when it faxed out on multiple PDFs I would attach. I send out 100 page packets so this was an easy solution for me.

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