How to Save and Reuse Fax Contacts

How to Save and Reuse Fax Contacts

Save regular fax recipients, select them while composing and maintain their names, numbers and cover-page notes.

Keep regular fax recipients handy

The Fax contacts panel on Fax → Send fax stores recipients you use regularly. A fax contact helps you fill the recipient information; selecting or saving one does not send a fax.

1. Save a fax contact

1. Open Fax → Send fax and click Add in the Fax contacts panel.
2. Enter the required Recipient fax number and Recipient name. Add optional Notes only if that text is appropriate for the cover page.
3. Check the number and click Save contact. Use Cancel to discard an unfinished entry.

2. Use a saved recipient

1. In Fax contacts, use Search name or number… to find the recipient.
2. Select the saved contact, then check the recipient information in the fax form. Use Add recipient if you also need other destinations.
3. Review the sending line, recipient numbers, cover-page name and notes, and attachments before choosing Send fax. Follow How can I send a new fax? for the complete sending process.

Contact Notes are described as cover-page text. Keep internal case comments in the fax record’s Edit note action instead of putting them on the outgoing cover page.

3. Keep the contact list current

• Use the contact’s Edit button to correct its saved details, then review and save the change.
• Use Delete only for a saved contact you intend to remove. Read any confirmation before continuing.
• Check the selected recipient before every send, particularly if an office has changed its fax number or a saved note no longer applies.

For follow-up after sending, see Sent Faxes and Delivery Status.

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