Templates

Create a fax template that can be used as an outbound fax sent through the portal.

Template Variables

  • {{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 fax template, you can choose to use this for faxes sent through the portal. Select "+Template" on the Send A New Fax page Attach file to fax section.

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Figure 1: Fax template

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Figure 2: Fax received with contact info populated

Tags:
Created by Cameron Marx on 2023/07/27 21:17
  
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Posted by Cameron Marx on 2023/07/27 21:17 (136.4 KB)
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Posted by Cameron Marx on 2023/07/27 21:17 (33.7 KB)
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Posted by Cameron Marx on 2023/07/27 21:25 (114.0 KB)
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Posted by Cameron Marx on 2023/07/27 21:17 (137.6 KB)
vFaxTemplatesReceived.png
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Posted by Cameron Marx on 2023/07/27 21:17 (33.8 KB)
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