Customizable & Dynamic Fax Cover Sheet
We should have the ability to create and upload customizable fax cover sheets. Fax cover sheets could be uploaded as Word doc files so that they can include a company header/footer, contact information, HIPAA notice, etc. They should also be dynamic with fillable field options such as <<TO>>, <<FROM>>, <<COMPANY>>, <<FAX_NUMBER>>, <<NUMBER_PAGES>>, <<SUBJECT>>, and <<NOTES>>.
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Jeffrie commented
and add a image/pdf such as a logo
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Jennifer Meredith commented
Create capability to set up fax coversheet templates, so that the user can quickly apply / customize a template instead of having to re-type each time. For example: We send a lot of medical clearances (oral surgery), and the fax memo is usually the same.
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Andrew Alpar commented
We think there should be a way to add the company logo to the fax cover sheet!
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Nicole commented
Yes. We had this in our other faxing software. We need the ability to add a confidential information disclaimer to the bottom of our fax cover sheet. We also had a subject line and a reference line that we put the patient’s name in so we could find them via a search later.
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AdminMary Anderson (Admin, Weave) commented
What department are you in?
SupportWhich Feature does this pertain to?
FaxWhat area of the Feature?
Cover SheetWhat pain points/suggestions does the office have?
They would like to be able to upload a file of their cover sheet instead of only being able to type something out. -
Steve Cox commented
It would be nice for the Fax Cover Sheet to utilize the Department name or allow Support Tier 2 to update a field which is used to populate the From: Field within the Fax Cover Sheet. This will either allow the customer to appropriately ensure that the From: name is correct for their business, especially when they have multiple departments and FAX outgoing numbers.
The current workaround of not using your Fax Cover Sheet, allows the customer to still operate without having the core features available.
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AdminMary Anderson (Admin, Weave) commented
*What department are you in? * Onboarding
*Which Feature does this pertain to? * Messaging
*What area of the Feature? * Email Messaging
*What pain points/suggestions does the office have? * Office would like to have their logo as part of the email auto reminders. They would also like to be able to customize the emails themselves instead of having to have me modify them.
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R. Trent Cluny commented
Allow addition of our logo to faxes and emails.