Organize Faxes with Labels and Bulk Actions

Organize Faxes with Labels and Bulk Actions

Create labels, prioritize faxes and apply read status, labels or archive actions to selected records without losing track of the current page.

Use labels, stars and read status for different jobs

Open Fax → Inbox or Fax → Sent. Use Labels for categories, the Important star for priority, and read/unread status to track review. These controls do not change the fax’s delivery result.

1. Create and maintain labels

1. In the fax menu, click Manage beside Labels.
2. Enter a New label name, choose a color and click Add. Examples of useful categories are “To review,” “Billing” or “Completed.”
3. For an existing label, edit its name or use Change color, then use its save control. Use the delete control only when you intend to remove that label.

Label names can contain up to 100 characters, and the palette offers ten colors. Keep names short so they remain easy to scan in the list.

2. Label or prioritize one fax

1. Open the fax row’s More → Labels… menu and choose the relevant label or labels.
2. Check the Labels column. Click a label in the fax menu to view the records in that category.
3. Use the row’s star when a fax should appear in Important. Add an Edit note entry when the next person needs context.

3. Organize several faxes at once

1. First narrow the list with search, line and date filters. Select the checkboxes beside the intended rows. The header checkbox selects all on the current page.
2. Check the selected count, then choose Mark as read, Mark as unread, Archive or Labels in the bulk-action bar. With Labels, choose the category for the selected faxes.
3. Review the result and use Clear selection when you are finished selecting rows.

Clear selection clears the checkboxes; it does not undo an action you already applied. Check the selected count before using a bulk action.

Archive completed work and restore it when needed

Use More → Archive for one fax or Archive in the bulk bar for the selected records. Archived faxes remain available under Fax → Archived. To restore one, choose More → Unarchive on that row.

Continue with Using Your Fax Inbox or Fax Usage Report and Archived Faxes.

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