Sadly, some providers still want us to fax authorizations, releases and other documents to them instead of accepting emails. It would be great if there was a solution to fax a document directly from the Case Docs Screen and post a note that a document was faxed.
If someone has a workaround, please add a comment with your solution.
Guest
Agreed please implement this as soon as possible
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If you add an efax address as an email for each contact, you can do this. I do it all the time.
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If you have efaxing services you should be able to efax it via email and then save the email.
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This may depend more on the method you use for faxes. We use RingCentral for faxes, which is e-mail based--we send faxes via e-mail, and receive confirmations back to the e-mail that sent it. This means faxing from CaseDocs is as simple as using the e-mail function, and then using the Outlook add-in to post the transmission result to Notes.
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