Cover

Create a cover page that can be added to any outbound fax sent through the portal.

Overview

The Fax Cover Page Designer can be used to create a custom fax cover page that is able to be saved and applied to faxes as you send them in the "Send a New Fax" page.  This cover page will be the first thing that is transmitted to the receipt or recipients of your outgoing faxes.

You can utilize the user friendly designer to format and edit the text and layout of your cover page.  Through the designer, you have standard editing functions such as adjusting font, sizing, alignment and layout, as well as extended functionality such as the ability to insert images, tables into your cover page.

Cover Template Variables

You can include variables in your template which allow you to populate the page with info pulled from contacts, should you select one as a recipient

  • {{CONTACT_NAME}} // contact name as defined in the contacts section
  • {{CONTACT_COMPANY}} // contact company name as defined in the contacts section
  • {{CONTACT_PHONE_NUMBER}} // contact phone number as defined in the contacts section
  • {{FROM_FAX_NUMBER}} // source fax number from where fax is being sent
  • {{TO}} // destination fax number
  • {{COMPANY_NAME}} // account company name

Once you have created and saved a cover template, you can choose to use this on faxes sent through the portal. Select "Use predefined cover page" on the Send A New Fax page Cover section.

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Figure 1: Cover template

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Figure 2: Cover page received with contact info populated

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Created by Cameron Marx on 2023/07/27 16:15
  
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