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How to Add a New Cover Sheet to RightFax

How to Add a New Cover Sheet to RightFax

Host: Brianna Bell | Video Duration: 01:39

Text Transcript

Welcome to the RightFax Resource Center. Today I will be showing you how to add a cover sheet to RightFax. RightFax administrators will need to do this to make the cover sheet available to end users.

Let’s begin in Enterprise Fax Manager

Go to Cover Sheets > Right-click and select “New”

Enter:

  • ID
    • Enter a unique name for the cover sheet
  • Description
    • Enter a description for the cover sheet

Next, add the cover sheet template, select “Import” and select the appropriate cover sheet and hit “OK”.

The cover sheet template is now available in the cover sheet library.

To add this new cover sheet to an outbound fax let’s go to FaxUtil and send a new fax.

Enter the relevant fax information and go to “More Options”

Select “Cover Sheet File” and select the cover sheet from the drop down list.

As you can see, the cover sheet is now available for end users to choose when sending an outbound fax.

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